Valley National Advisers Inc Incresed Positions in Q4 2024

Valley National Advisers Inc

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STLG
Ishares Factors Us Growth Styl

ETFs
92.5K
+ 130.45%
N/A
163K $9.19M
AAPL
Apple Inc.

Technology
2.42K
+ 2.02%
$221.69 - $259.02 $536K - $626K
122K $30.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
513K
+ 333.15%
$25.93 - $105.3 $13.3M - $54M
667K $18.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.1K
+ 16.08%
$44.87 - $46.86 $2.38M - $2.49M
384K $17.2M
VTV
Vanguard Value ETF

ETFs
11.2K
+ 17.21%
$168.32 - $181.87 $1.89M - $2.04M
76.3K $12.9M
BMY
Bristol Myers Squibb CO

Healthcare
26.5K
+ 493.96%
$51.92 - $59.94 $1.38M - $1.59M
31.8K $1.8M
AVGO
Broadcom Inc.

Technology
50
+ 0.24%
$159.67 - $250.0 $7.98K - $12.5K
20.9K $4.84M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
19.8K
+ 57.79%
$50.52 - $56.61 $999K - $1.12M
54K $2.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
321K
+ 236.43%
$26.93 - $84.95 $8.64M - $27.2M
456K $12.5M
MRVL
Marvell Technology, Inc.

Technology
96
+ 0.38%
$70.31 - $124.78 $6.75K - $12K
25.1K $2.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.15M
+ 199.2%
$22.4 - $68.28 $25.7M - $78.2M
1.72M $39.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
280K
+ 224.93%
$27.54 - $83.04 $7.71M - $23.2M
404K $11.2M
NEAR
Blackrock Short Maturity Bond

ETFs
18.1K
+ 17.47%
$50.28 - $51.08 $909K - $924K
122K $6.14M
TPR
Tapestry, Inc.

Consumer Cyclical
202
+ 0.47%
$43.54 - $66.18 $8.8K - $13.4K
43.4K $2.83M
CRM
Salesforce, Inc.

Technology
127
+ 1.38%
$270.87 - $367.87 $34.4K - $46.7K
9.33K $3.12M
TSLA
Tesla, Inc.

Consumer Cyclical
158
+ 4.26%
$213.65 - $479.86 $33.8K - $75.8K
3.87K $1.56M
GOOGL
Alphabet Inc.

Communication Services
688
+ 3.8%
$161.86 - $196.66 $111K - $135K
18.8K $3.56M
KMI
Kinder Morgan, Inc.

Energy
2.68K
+ 3.03%
$22.59 - $28.54 $60.6K - $76.5K
91.3K $2.5M
NVDA
Nvidia Corp

Technology
1.54K
+ 5.88%
$117.0 - $148.88 $180K - $229K
27.7K $3.72M
VGT
Vanguard Information Technolog

ETFs
349
+ 4.16%
$571.78 - $647.97 $200K - $226K
8.75K $5.44M
APO
Apollo Global Management, Inc.

Financial Services
154
+ 1.38%
$131.36 - $178.61 $20.2K - $27.5K
11.3K $1.87M
EPD
Enterprise Products Partners L.P.

Energy
12.6K
+ 41.5%
$28.66 - $34.43 $361K - $434K
42.9K $1.35M
PAYC
Paycom Software, Inc.

Technology
72
+ 0.68%
$159.94 - $240.25 $11.5K - $17.3K
10.7K $2.19M
WMB
Williams Companies, Inc.

Energy
537
+ 1.28%
$46.37 - $59.74 $24.9K - $32.1K
42.6K $2.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.52K
+ 9.48%
$72.18 - $81.41 $254K - $287K
40.7K $3.07M
DRI
Darden Restaurants Inc

Consumer Cyclical
232
+ 2.03%
$155.96 - $188.66 $36.2K - $43.8K
11.6K $2.17M
MAR
Marriott International Inc

Consumer Cyclical
48
+ 0.6%
$246.06 - $292.59 $11.8K - $14K
8.06K $2.25M
META
Meta Platforms, Inc.

Communication Services
212
+ 2.48%
$554.08 - $632.68 $117K - $134K
8.77K $5.13M
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 7.53%
$873.59 - $994.69 $149K - $170K
2.44K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
306
+ 8.55%
$567.81 - $607.81 $174K - $186K
3.89K $2.28M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.86K
+ 11.29%
$160.89 - $176.18 $299K - $328K
18.4K $2.97M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.86K
+ 12.17%
$35.45 - $40.33 $208K - $236K
54K $1.94M
APD
Air Products & Chemicals, Inc.

Basic Materials
749
+ 8.55%
$285.5 - $335.62 $214K - $251K
9.51K $2.76M
CAH
Cardinal Health Inc

Healthcare
207
+ 1.31%
$107.89 - $125.33 $22.3K - $25.9K
16K $1.89M
APH
Amphenol Corp

Technology
277
+ 0.95%
$62.07 - $75.35 $17.2K - $20.9K
29.6K $2.05M
PWR
Quanta Services, Inc.

Industrials
34
+ 0.49%
$296.05 - $346.6 $10.1K - $11.8K
6.98K $2.2M
V
Visa Inc.

Financial Services
368
+ 97.61%
$273.87 - $320.91 $101K - $118K
745 $235K
IVV
Ishares Core S&P 500 ETF

ETFs
106
+ 1.89%
$570.51 - $610.59 $60.5K - $64.7K
5.72K $3.37M
WFC
Wells Fargo & Company

Financial Services
13
+ 0.14%
$54.98 - $77.35 $715 - $1.01K
9.16K $642K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
538
+ 29.61%
$238.25 - $261.28 $128K - $141K
2.36K $570K
MA
Mastercard Inc

Financial Services
204
+ 106.81%
$491.3 - $536.15 $100K - $109K
395 $207K
PCAR
Paccar Inc

Industrials
106
+ 0.56%
$97.92 - $118.41 $10.4K - $12.6K
19.1K $1.98M
GOOG
Alphabet Inc.

Communication Services
326
+ 15.63%
$163.08 - $198.16 $53.2K - $64.6K
2.41K $459K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.72K
+ 135.92%
$54.6 - $68.9 $93.8K - $118K
2.98K $179K
Invesco Exch Traded Fd Tr Ii
715
+ 22.8%
N/A
3.85K $517K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.32K
+ 3.58%
$55.86 - $60.21 $73.7K - $79.5K
38.2K $2.19M
GWW
W.W. Grainger, Inc.

Industrials
71
+ 4.26%
$1023.06 - $1220.93 $72.6K - $86.7K
1.74K $1.83M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
56
+ 0.52%
$180.39 - $205.43 $10.1K - $11.5K
10.9K $2.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
91.9K
+ 103.18%
$25.33 - $51.16 $2.33M - $4.7M
181K $4.68M
Activity Summary
Buys All Purchases 318 New Holdings 85 Increased Positions 233 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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