VALLEY NATIONAL ADVISERS INC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$554.2M
Holdings
813
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (813 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $40K |
AAPLAPPLE INC | $25K |
SCHBSCHWAB STRATEGIC TR | $24K |
FBNDFIDELITY MERRIMACK STR TR | $20K |
SCHGSCHWAB STRATEGIC TR | $19K |
MSFTMICROSOFT CORP | $17K |
VTVVANGUARD INDEX FDS | $17K |
SCHFSCHWAB STRATEGIC TR | $16K |
SCHDSCHWAB STRATEGIC TR | $13K |
SCHMSCHWAB STRATEGIC TR | $10K |
BONDPIMCO ETF TR | $10K |
GARPISHARES TR | $9K |
NEARISHARES U S ETF TR | $7K |
AMZNAMAZON COM INC | $7K |
IUSBISHARES TR | $6K |
METAMETA PLATFORMS INC | $5K |
LMTLOCKHEED MARTIN CORP | $5K |
VGTVANGUARD WORLD FD | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5K |
IJRISHARES TR | $5K |
LDURPIMCO ETF TR | $4K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $4K |
MCDMCDONALDS CORP | $4K |
DFAIDIMENSIONAL ETF TRUST | $4K |
GILDGILEAD SCIENCES INC | $4K |
LLYELI LILLY & CO | $4K |
SCHESCHWAB STRATEGIC TR | $4K |
AVGOBROADCOM INC | $4K |
NVDANVIDIA CORPORATION | $4K |
SCHCSCHWAB STRATEGIC TR | $4K |
AMGNAMGEN INC | $3K |
SCHASCHWAB STRATEGIC TR | $3K |
EMXCISHARES INC | $3K |
LRCXLAM RESEARCH CORP | $3K |
VOEVANGUARD INDEX FDS | $3K |
JPSTJ P MORGAN EXCHANGE TRADED F | $3K |
TPRTAPESTRY INC | $3K |
GOOGLALPHABET INC | $3K |
IMCGISHARES TR | $3K |
MOALTRIA GROUP INC | $3K |
JPMJPMORGAN CHASE & CO. | $3K |
XOMEXXON MOBIL CORP | $3K |
VBKVANGUARD INDEX FDS | $3K |
KMIKINDER MORGAN INC DEL | $3K |
CRMSALESFORCE INC | $3K |
WMBWILLIAMS COS INC | $3K |
BXBLACKSTONE INC | $3K |
DRIDARDEN RESTAURANTS INC | $2K |
NDQINVESCO QQQ TR | $2K |
TECBISHARES TR | $2K |
QCOMQUALCOMM INC | $2K |
COSTCOSTCO WHSL CORP NEW | $2K |
APDAIR PRODS & CHEMS INC | $2K |
PAYCPAYCOM SOFTWARE INC | $2K |
CATCATERPILLAR INC | $2K |
CAHCARDINAL HEALTH INC | $2K |
DPZDOMINOS PIZZA INC | $2K |
JQUAJ P MORGAN EXCHANGE TRADED F | $2K |
ABGCENCORA INC | $2K |
SPYSPDR S&P 500 ETF TR | $2K |
HDHOME DEPOT INC | $2K |
BLKBLACKROCK INC | $2K |
FASTFASTENAL CO | $2K |
BMYBRISTOL-MYERS SQUIBB CO | $2K |
ADIANALOG DEVICES INC | $2K |
SCHWSCHWAB CHARLES CORP | $2K |
BKBANK NEW YORK MELLON CORP | $2K |
WABWABTEC | $2K |
APHAMPHENOL CORP NEW | $2K |
SDVYFIRST TR EXCHANGE-TRADED FD | $2K |
MARMARRIOTT INTL INC NEW | $2K |
VONGVANGUARD SCOTTSDALE FDS | $2K |
PCARPACCAR INC | $2K |
CITCINTAS CORP | $2K |
IGVISHARES TR | $2K |
IVVISHARES TR | $2K |
SYYSYSCO CORP | $2K |
PWRQUANTA SVCS INC | $2K |
AZNASTRAZENECA PLC | $2K |
DVNDEVON ENERGY CORP NEW | $2K |
SMHVANECK ETF TRUST | $2K |
MRKMERCK & CO INC | $2K |
GWWGRAINGER W W INC | $2K |
AMATAPPLIED MATLS INC | $2K |
CMCSACOMCAST CORP NEW | $2K |
HALHALLIBURTON CO | $2K |
RMERESMED INC | $2K |
HONHONEYWELL INTL INC | $2K |
ODFLOLD DOMINION FREIGHT LINE IN | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
RSPTINVESCO EXCHANGE TRADED FD T | $2K |
NKENIKE INC | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
AVYAVERY DENNISON CORP | $2K |
IWFISHARES TR | $2K |
MRVLMARVELL TECHNOLOGY INC | $2K |
APOAPOLLO GLOBAL MGMT INC | $2K |
CIBRFIRST TR EXCHANGE TRADED FD | $2K |
MLB1MERCADOLIBRE INC | $2K |
AMZAETFIS SER TR I | $1K |
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