Valley National Advisers Inc Sells in Q4 2025

Valley National Advisers Inc

  • $722 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-63.7K
- 17.19%
$26.44 - $27.53 $1.68M - $1.75M
307K $8.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.85K
- 24.91%
$114.27 - $121.15 $897K - $951K
23.7K $2.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-17K
- 21.78%
$44.43 - $46.12 $756K - $785K
61.1K $2.78M
MO
Altria Group, Inc.

Consumer Defensive
-2.34K
- 3.8%
$56.38 - $66.65 $132K - $156K
59.3K $3.42M
PAYC
Paycom Software, Inc.

Technology
-320
- 3.19%
$162.15 - $206.86 $51.9K - $66.2K
9.71K $1.55M
BX
Blackstone Inc.

Financial Services
-580
- 3.25%
$138.42 - $168.45 $80.3K - $97.7K
17.3K $2.66M
CMCSA
Comcast Corp

Communication Services
-10.9K
- 44.26%
$26.98 - $31.09 $293K - $338K
13.7K $409K
DHI
Horton D R Inc

Consumer Cyclical
-248
- 2.03%
$142.43 - $174.95 $35.3K - $43.4K
12K $1.73M
MLPA
Global X Mlp ETF

ETFs
-7.04K
- 29.6%
$46.39 - $48.6 $327K - $342K
16.8K $810K
ADP
Automatic Data Processing Inc

Industrials
-175
- 2.16%
$250.9 - $292.94 $43.9K - $51.3K
7.93K $2.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
-390
- 4.75%
$237.56 - $271.47 $92.6K - $106K
7.81K $1.93M
LMT
Lockheed Martin Corp

Industrials
-357
- 4.34%
$452.1 - $514.24 $161K - $184K
7.87K $3.81M
RMD
Resmed Inc

Healthcare
-180
- 2.35%
$244.46 - $283.36 $44K - $51K
7.48K $1.8M
PHM
Pultegroup Inc

Consumer Cyclical
-522
- 3.32%
$118.23 - $137.61 $61.7K - $71.8K
15.2K $1.78M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-5.09K
- 12.08%
$60.19 - $64.12 $306K - $326K
37K $2.25M
HON
Honeywell International Inc

Industrials
-909
- 12.7%
$194.07 - $220.67 $176K - $201K
6.25K $1.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-15K
- 3.93%
$28.9 - $30.17 $433K - $452K
366K $11M
TT
Trane Technologies PLC

Industrials
-67
- 0.99%
$408.5 - $448.65 $27.4K - $30.1K
6.67K $2.6M
CTAS
Cintas Corp

Industrials
-305
- 2.93%
$182.04 - $203.64 $55.5K - $62.1K
10.1K $1.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.45K
- 3.5%
$80.06 - $83.68 $116K - $121K
40K $3.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.32K
- 7.61%
$50.57 - $50.77 $218K - $219K
52.4K $2.65M
Blackrock Inc
-20
- 0.93%
N/A
2.12K $2.27M
LOW
Lowes Companies Inc

Consumer Cyclical
-317
- 2.52%
$225.0 - $247.99 $71.3K - $78.6K
12.3K $2.95M
RSG
Republic Services, Inc.

Industrials
-199
- 2.24%
$204.12 - $227.29 $40.6K - $45.2K
8.7K $1.84M
PNR
Pentair PLC

Industrials
-616
- 3.25%
$104.33 - $112.36 $64.3K - $69.2K
18.3K $1.91M
BKR
Baker Hughes CO

Energy
-1.15K
- 2.73%
$44.47 - $49.08 $51.1K - $56.4K
40.9K $1.86M
BR
Broadridge Financial Solutions, Inc.

Technology
-246
- 2.82%
$217.49 - $236.9 $53.5K - $58.3K
8.47K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
-187
- 2.51%
$320.52 - $369.92 $59.9K - $69.2K
7.26K $2.4M
FINX
Global X Fds Fintech ETF (De)

ETFs
-4.34K
- 42.29%
$30.17 - $35.21 $131K - $153K
5.92K $174K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-819
- 5.92%
$55.57 - $63.17 $45.5K - $51.7K
13K $700K
UBER
Uber Technologies, Inc

Technology
-63
- 0.67%
$91.62 - $100.1 $5.77K - $6.31K
9.4K $768K
DRI
Darden Restaurants Inc

Consumer Cyclical
-415
- 3.6%
$171.59 - $193.49 $71.2K - $80.3K
11.1K $2.05M
VZ
Verizon Communications Inc

Communication Services
-1.62K
- 6.76%
$38.4 - $43.83 $62.2K - $71K
22.4K $910K
Coreweave Inc
-646
- 46.31%
N/A
749 $53K
ALLE
Allegion PLC

Industrials
-59
- 1.0%
$161.25 - $179.47 $9.51K - $10.6K
5.85K $932K
SYK
Stryker Corp

Healthcare
-26
- 0.45%
$353.81 - $388.35 $9.2K - $10.1K
5.69K $2M
Ishares Bitcoin Trust ETF
-822
- 19.84%
N/A
3.32K $164K
T
At&T Inc.

Communication Services
-799
- 3.67%
$24.44 - $27.55 $19.5K - $22K
21K $520K
LNG
Cheniere Energy, Inc.

Energy
-139
- 8.93%
$205.63 - $235.74 $28.6K - $32.8K
1.42K $275K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.79K
- 52.04%
$48.64 - $48.99 $87K - $87.6K
1.65K $80K
WSM
Williams Sonoma Inc

Consumer Cyclical
-368
- 33.92%
$181.45 - $199.63 $66.8K - $73.5K
717 $127K
GIS
General Mills Inc

Consumer Defensive
-1.38K
- 85.51%
$45.98 - $50.93 $63.5K - $70.3K
234 $10K
TROW
Price T Rowe Group Inc

Financial Services
-665
- 42.99%
$101.07 - $106.13 $67.2K - $70.6K
882 $90K
EMN
Eastman Chemical CO

Basic Materials
-1.05K
- 50.12%
$57.89 - $64.37 $61K - $67.8K
1.05K $66K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.09K
- 30.84%
$58.14 - $64.09 $63.5K - $70.1K
2.45K $158K
MRVL
Marvell Technology, Inc.

Technology
-1.04K
- 3.94%
$81.05 - $93.74 $84.4K - $97.6K
25.4K $2.15M
VOE
Vanguard Mid Cap Value Index F

ETFs
-638
- 3.38%
$169.53 - $176.53 $108K - $113K
18.3K $3.24M
Paramount Skydance Corp
-2.94K
- 81.05%
N/A
688 $9K
PG
Procter & Gamble CO

Consumer Defensive
-22
- 0.41%
$145.5 - $153.18 $3.2K - $3.37K
5.38K $770K
Activity Summary
Buys All Purchases 416 New Holdings 121 Increased Positions 295 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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