Valley National Advisers Inc has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $662 Million distributed in 1306 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 $47.7M, Apple Inc. with a value of $25.5M, Schwab Strategic Tr Intl Eqty with a value of $25.3M, Microsoft Corp with a value of $25.1M, and Schwab Strategic Tr Us Broad M with a value of $21.3M.
Examining the 13F form we can see an increase of $31.6M in the current position value, from $630M to 662M.
Below you can find more details about Valley National Advisers Inc portfolio as well as his latest detailed transactions.