Valley National Advisers Inc Reduced Holdings in Q3 2025

Valley National Advisers Inc

  • $646 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SOUN
Soundhound Ai, Inc.

Technology
-350
- 26.92%
$10.11 - $18.05 $3.54K - $6.32K
950 $15K
TSCO
Tractor Supply CO

Consumer Cyclical
-42
- 4.28%
$54.08 - $62.65 $2.27K - $2.63K
940 $53K
EL
Estee Lauder Companies Inc

Consumer Defensive
-6
- 2.14%
$83.65 - $95.26 $502 - $572
275 $24K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-445
- 9.99%
$24.02 - $27.91 $10.7K - $12.4K
4.01K $111K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-39
- 4.64%
$33.13 - $36.31 $1.29K - $1.42K
802 $29K
XEL
Xcel Energy Inc

Utilities
-1
- 0.88%
$67.56 - $80.65 $67.6 - $80.7
113 $9K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-16
- 0.32%
$39.58 - $40.74 $633 - $652
4.97K $201K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-370
- 20.15%
$2.4 - $5.57 $888 - $2.06K
1.47K $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
-18
- 4.33%
$69.9 - $78.26 $1.26K - $1.41K
398 $31K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.1%
$139.5 - $153.94 $140 - $154
1.02K $154K
AMD
Advanced Micro Devices Inc

Technology
-101
- 9.79%
$134.8 - $184.42 $13.6K - $18.6K
931 $150K
IBUY
Amplify ETF Tr Amplify Online

ETFs
-4
- 0.6%
$69.25 - $78.71 $277 - $315
659 $50K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1
- 1.35%
$103.83 - $179.9 $104 - $180
73 $13K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.11K
- 13.18%
N/A
7.29K $449K
D
Dominion Energy, Inc

Utilities
-4
- 0.27%
$56.32 - $62.1 $225 - $248
1.49K $91K
MU
Micron Technology Inc

Technology
-26
- 10.44%
$104.88 - $168.89 $2.73K - $4.39K
223 $37K
CVX
Chevron Corp

Energy
-137
- 5.71%
$145.57 - $161.83 $19.9K - $22.2K
2.26K $351K
CSX
Csx Corp

Industrials
-223
- 3.85%
$32.05 - $36.52 $7.15K - $8.14K
5.56K $197K
XLY
Select Sector Spdr Consumer Di

ETFs
-13
- 2.19%
$216.09 - $242.18 $2.81K - $3.15K
580 $138K
XLK
Technology Sector Spdr

ETFs
-103
- 7.21%
$250.97 - $282.66 $25.8K - $29.1K
1.33K $373K
WFC
Wells Fargo & Company

Financial Services
-211
- 2.12%
$77.05 - $85.16 $16.3K - $18K
9.75K $817K
PSX
Phillips 66

Energy
-5
- 0.4%
$118.37 - $139.46 $592 - $697
1.24K $168K
UNP
Union Pacific Corp

Industrials
-34
- 0.72%
$214.91 - $237.16 $7.31K - $8.06K
4.72K $1.12M
AMGN
Amgen Inc

Healthcare
-18
- 0.17%
$271.18 - $309.22 $4.88K - $5.57K
10.9K $3.06M
IHDG
Wisdomtree Tr

ETFs
-87
- 0.28%
$43.81 - $46.31 $3.81K - $4.03K
30.5K $1.41M
WSM
Williams Sonoma Inc

Consumer Cyclical
-32
- 2.86%
$163.62 - $210.2 $5.24K - $6.73K
1.09K $212K
IVV
Ishares Core S&P 500 ETF

ETFs
-199
- 5.81%
$620.67 - $670.08 $124K - $133K
3.23K $2.16M
NOC
Northrop Grumman Corp

Industrials
-11
- 2.8%
$498.9 - $609.32 $5.49K - $6.7K
382 $232K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-231
- 2.54%
$459.11 - $506.91 $106K - $117K
8.85K $4.45M
NVS
Novartis Ag

Healthcare
-149
- 1.85%
$113.5 - $129.73 $16.9K - $19.3K
7.88K $1.01M
BAC
Bank Of America Corp

Financial Services
-91
- 0.83%
$44.92 - $52.42 $4.09K - $4.77K
10.9K $562K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-34
- 1.19%
$435.72 - $463.74 $14.8K - $15.8K
2.82K $1.31M
GE
General Electric CO

Industrials
-58
- 3.61%
$244.75 - $305.63 $14.2K - $17.7K
1.55K $466K
CMI
Cummins Inc

Industrials
-19
- 2.99%
$327.85 - $426.39 $6.23K - $8.1K
616 $260K
MDT
Medtronic PLC

Healthcare
-13
- 0.19%
$87.67 - $95.74 $1.14K - $1.24K
6.89K $655K
VBK
Vanguard Small Cap Growth ETF

ETFs
-415
- 4.63%
$276.51 - $305.12 $115K - $127K
8.56K $2.55M
ADI
Analog Devices Inc

Technology
-61
- 0.6%
$220.68 - $255.63 $13.5K - $15.6K
10.1K $2.48M
SCHW
Schwab Charles Corp

Financial Services
-344
- 1.34%
$91.03 - $98.69 $31.3K - $33.9K
25.3K $2.41M
GLW
Corning Inc

Technology
-51
- 1.84%
$51.6 - $82.03 $2.63K - $4.18K
2.73K $223K
XOM
Exxon Mobil Corp

Energy
-226
- 1.05%
$105.83 - $117.22 $23.9K - $26.5K
21.4K $2.41M
IGV
Ishares Expanded Tech Software

ETFs
-269
- 1.3%
$105.96 - $117.79 $28.5K - $31.7K
20.5K $2.36M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.51K
- 6.75%
$25.29 - $28.33 $215K - $241K
118K $3.28M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-120
- 0.29%
$79.89 - $83.25 $9.59K - $9.99K
41.4K $3.43M
NSC
Norfolk Southern Corp

Industrials
-36
- 1.29%
$259.49 - $300.41 $9.34K - $10.8K
2.75K $826K
XT
Ishares Tr Exponential Technol

ETFs
-1
- 0.01%
$65.04 - $71.97 $65 - $72
18.5K $1.33M
ASML
Asml Holding Nv

Technology
-34
- 3.24%
$689.63 - $968.09 $23.4K - $32.9K
1.02K $983K
GOOG
Alphabet Inc.

Communication Services
-165
- 5.49%
$175.16 - $255.24 $28.9K - $42.1K
2.84K $691K
ALLE
Allegion PLC

Industrials
-87
- 1.45%
$145.55 - $179.33 $12.7K - $15.6K
5.91K $1.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
-33
- 0.17%
$164.63 - $174.58 $5.43K - $5.76K
18.9K $3.3M
Activity Summary
Buys All Purchases 315 New Holdings 106 Increased Positions 209 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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