Valley National Advisers Inc Portfolio Holdings
Valley National Advisers Inc
- $646 Million
- Q3 2025
Valley National Advisers Inc has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $646 Million distributed in 973 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $49.7M, Schwab Strategic Tr Us Broad M with a value of $27.7M, Schwab Strategic Tr Us Large C with a value of $27.3M, Apple Inc. with a value of $24.5M, and Fidelity Merrimack Str Tr Tota with a value of $22.4M.
Examining the 13F form we can see an increase of $33M in the current position value, from $613M to 646M.
Below you can find more details about Valley National Advisers Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 973
- Current Value $646 Million
- Prior Value $613 Million
- Filing
- Period Q3 2025
- Filing Date October 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 106 stocks
- Additional Purchases 209 stocks
- Sold out of 0 stocks
- Reduced holdings in 262 stocks