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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
883
+ 154.1%
$47.29 - $84.74 $41.8K - $74.8K
1.46K $107K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.56%
$486.1 - $608.57 $6.81K - $8.52K
911 $520K
LNG
Cheniere Energy, Inc.

Energy
226
+ 28.97%
$181.07 - $225.92 $40.9K - $51.1K
1.01K $216K
VONG
Vanguard Russell 1000 Growth E

ETFs
633
+ 52.4%
$95.27 - $107.82 $60.3K - $68.3K
1.84K $190K
VOT
Vanguard Mid Cap Growth Index

ETFs
65
+ 1.16%
$241.48 - $274.89 $15.7K - $17.9K
5.65K $1.43M
MEAR
Blackrock Short Maturity Munic

ETFs
1.47K
+ 39.86%
$49.94 - $50.28 $73.3K - $73.8K
5.15K $257K
Ishares Bitcoin Trust ETF
1.17K
+ 191.04%
N/A
1.79K $94K
VTI
Vanguard Total Stock Market Et

ETFs
124
+ 2.42%
$280.04 - $302.45 $34.7K - $37.5K
5.25K $1.52M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.03K
+ 110.59%
$63.67 - $73.6 $65.8K - $76.1K
1.97K $129K
VEEV
Veeva Systems Inc

Healthcare
292
+ 17.57%
$201.81 - $250.45 $58.9K - $73.1K
1.95K $410K
FULT
Fulton Financial Corp

Financial Services
1.15K
+ 3.89%
$16.97 - $21.99 $19.5K - $25.3K
30.7K $591K
BA
Boeing CO

Industrials
73
+ 4.37%
$138.14 - $180.72 $10.1K - $13.2K
1.74K $308K
MS
Morgan Stanley

Financial Services
165
+ 10.48%
$104.42 - $134.99 $17.2K - $22.3K
1.74K $218K
SOXX
Ishares Semiconductor ETF

ETFs
247
+ 484.31%
$211.27 - $239.8 $52.2K - $59.2K
298 $64K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.09K
+ 47.54%
$46.9 - $50.96 $51.2K - $55.6K
3.39K $159K
AXP
American Express CO

Financial Services
72
+ 6.55%
$267.35 - $305.57 $19.2K - $22K
1.17K $347K
PRU
Prudential Financial Inc

Financial Services
409
+ 69.56%
$114.59 - $129.52 $46.9K - $53K
997 $118K
COP
Conocophillips

Energy
481
+ 64.74%
$95.12 - $114.72 $45.8K - $55.2K
1.22K $121K
WOLF
Wolfspeed, Inc.

Technology
7.36K
+ 350.74%
$6.44 - $16.2 $47.4K - $119K
9.46K $63K
HDV
Ishares Core High Dividend ETF

ETFs
445
+ 24.56%
$110.82 - $121.28 $49.3K - $54K
2.26K $253K
CLX
Clorox CO

Consumer Defensive
251
+ 103.29%
$156.51 - $169.74 $39.3K - $42.6K
494 $80K
DGRO
Ishares Core Dividend Growth E

ETFs
980
+ 6.57%
$60.73 - $64.94 $59.5K - $63.6K
15.9K $973K
FDVV
Fidelity High Dividend ETF

ETFs
837
+ 18.07%
$49.66 - $52.63 $41.6K - $44.1K
5.47K $271K
ET
Energy Transfer LP

Energy
24
+ 0.23%
$16.05 - $19.86 $385 - $477
10.6K $207K
BAC
Bank Of America Corp

Financial Services
11
+ 0.13%
$39.22 - $47.77 $431 - $525
8.69K $381K
CGDV
Capital Group Divid Value ETF

ETFs
1.15K
+ 27.39%
$35.16 - $37.12 $40.4K - $42.6K
5.34K $187K
IBUY
Amplify ETF Tr Amplify Online

ETFs
554
+ 508.26%
$59.83 - $69.71 $33.1K - $38.6K
663 $42K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.14K
+ 54.53%
$33.43 - $36.52 $38K - $41.6K
3.23K $108K
TFC
Truist Financial Corp

Financial Services
604
+ 6.62%
$41.51 - $48.1 $25.1K - $29.1K
9.72K $421K
PLTR
Palantir Technologies Inc.

Technology
330
+ 181.32%
$36.46 - $82.38 $12K - $27.2K
512 $38K
PM
Philip Morris International Inc.

Consumer Defensive
318
+ 4.91%
$118.38 - $133.06 $37.6K - $42.3K
6.8K $818K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 600.0%
$4100.99 - $5300.34 $24.6K - $31.8K
7 $36K
FDL
First Tr Morningstar Dividend

ETFs
852
+ 33.62%
$39.59 - $43.95 $33.7K - $37.4K
3.39K $135K
FAST
Fastenal CO

Industrials
211
+ 0.81%
$69.99 - $84.35 $14.8K - $17.8K
26.4K $1.89M
ABC
Amerisourcebergen Corp

Healthcare
138
+ 1.83%
N/A
7.68K $1.73M
PGR
Progressive Corp

Financial Services
120
+ 3000.0%
$239.6 - $268.88 $28.8K - $32.3K
124 $29K
KKR
Kkr & Co. Inc.

Financial Services
138
+ 29.81%
$129.87 - $162.87 $17.9K - $22.5K
601 $88K
BSX
Boston Scientific Corp

Healthcare
286
+ 262.39%
$83.62 - $91.5 $23.9K - $26.2K
395 $35K
ETN
Eaton Corp PLC

Industrials
77
+ 74.04%
$326.96 - $377.52 $25.2K - $29.1K
181 $60K
T
At&T Inc.

Communication Services
425
+ 1.98%
$21.22 - $23.88 $9.02K - $10.1K
21.9K $497K
SYK
Stryker Corp

Healthcare
68
+ 77.27%
$345.14 - $392.15 $23.5K - $26.7K
156 $56K
SHEL
Shell PLC

Energy
400
+ 930.23%
$60.63 - $70.23 $24.3K - $28.1K
443 $27K
SO
Southern CO

Utilities
308
+ 244.44%
$81.5 - $94.15 $25.1K - $29K
434 $35K
NFLX
Netflix Inc

Communication Services
9
+ 10.11%
$687.65 - $936.56 $6.19K - $8.43K
98 $87K
Linde PLC
63
+ 105.0%
N/A
123 $51K
HBAN
Huntington Bancshares Inc

Financial Services
572
+ 7.45%
$14.18 - $18.2 $8.11K - $10.4K
8.25K $134K
ORCL
Oracle Corp

Technology
149
+ 14.44%
$165.41 - $192.43 $24.6K - $28.7K
1.18K $196K
CQP
Cheniere Energy Partners, L.P.

Energy
310
+ 30.07%
$48.06 - $58.87 $14.9K - $18.2K
1.34K $71K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
97
+ 1.02%
$80.84 - $86.4 $7.84K - $8.38K
9.64K $801K
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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