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)

StockValue
LVLNSPDR SER TR
$286
MEARISHARES U S ETF TR
$285
BCCCGLOBAL X FDS
$280
PFEPFIZER INC
$279
ADPAUTOMATIC DATA PROCESSING IN
$278
IJJISHARES TR
$277
VVISA INC
$276
CGDGCAPITAL GROUP DIVIDEND VALUE
$269
FITBFIFTH THIRD BANCORP
$263
TOTLSSGA ACTIVE ETF TR
$261
AQLTISHARES TR
$253
NEENEXTERA ENERGY INC
$251
KOCOCA COLA CO
$251
DIVBISHARES TR
$248
SUSBISHARES TR
$246
ADBEADOBE INC
$246
CITHE CIGNA GROUP
$246
COHRCOHERENT CORP
$237
DWMWISDOMTREE TR
$233
FDLFIRST TR MORNINGSTAR DIVID L
$231
PAYXPAYCHEX INC
$227
DWDMORGAN STANLEY
$225
SPYVSPDR SER TR
$222
IJTISHARES TR
$221
TRVTRAVELERS COMPANIES INC
$220
VNQVANGUARD INDEX FDS
$219
SDYSPDR SER TR
$217
RTXRTX CORPORATION
$211
BSCPINVESCO EXCH TRD SLF IDX FD
$210
PJPINVESCO EXCHANGE TRADED FD T
$204
NOCNORTHROP GRUMMAN CORP
$204
COPCONOCOPHILLIPS
$202
XSMOINVESCO EXCHANGE TRADED FD T
$200
CMICUMMINS INC
$198
ETENERGY TRANSFER L P
$197
FNDBSCHWAB STRATEGIC TR
$184
IPGINTERPUBLIC GROUP COS INC
$183
WSMWILLIAMS SONOMA INC
$183
WMWASTE MGMT INC DEL
$180
GCOWPACER FDS TR
$178
DUKDUKE ENERGY CORP NEW
$177
CSXCSX CORP
$173
YUMYUM BRANDS INC
$168
CVSCVS HEALTH CORP
$167
ISTBISHARES TR
$165
IBITISHARES BITCOIN TRUST ETF
$165
SCHZSCHWAB STRATEGIC TR
$159
FNCLFIDELITY COVINGTON TRUST
$157
AVUVAMERICAN CENTY ETF TR
$154
IJKISHARES TR
$153
IFRAISHARES TR
$152
ELVELEVANCE HEALTH INC
$152
TXNTEXAS INSTRS INC
$150
DGXQUEST DIAGNOSTICS INC
$149
PEGPUBLIC SVC ENTERPRISE GRP IN
$149
PSXPHILLIPS 66
$146
AVEMAMERICAN CENTY ETF TR
$144
CPCANADIAN PACIFIC KANSAS CITY
$144
RSPINVESCO EXCHANGE TRADED FD T
$135
XLYSELECT SECTOR SPDR TR
$133
ARKGARK ETF TR
$132
XLFSELECT SECTOR SPDR TR
$131
GLWCORNING INC
$131
VXUSVANGUARD STAR FDS
$131
XLISELECT SECTOR SPDR TR
$130
MUNIPIMCO ETF TR
$128
SPLVINVESCO EXCH TRADED FD TR II
$127
ABXBARRICK GOLD CORP
$126
IPKWINVESCO EXCH TRADED FD TR II
$126
KGCKINROSS GOLD CORP
$126
GQ9SPDR GOLD TR
$125
AMDADVANCED MICRO DEVICES INC
$124
WYWEYERHAEUSER CO MTN BE
$123
HBANHUNTINGTON BANCSHARES INC
$123
HUBBHUBBELL INC
$122
MMM3M CO
$122
ACWIISHARES TR
$121
ESGEISHARES INC
$121
MUBISHARES TR
$120
ROKROCKWELL AUTOMATION INC
$119
FBINFORTUNE BRANDS INNOVATIONS I
$115
VIOVVANGUARD ADMIRAL FDS INC
$113
VEAVANGUARD TAX-MANAGED FDS
$113
PRUPRUDENTIAL FINL INC
$112
AVDVAMERICAN CENTY ETF TR
$112
LINLINDE PLC
$111
GEVGE VERNOVA INC
$108
ABTABBOTT LABS
$107
COPXGLOBAL X FDS
$104
NFLXNETFLIX INC
$103
SCHVSCHWAB STRATEGIC TR
$102
ENFRALPS ETF TR
$102
SOSOUTHERN CO
$102
BSXBOSTON SCIENTIFIC CORP
$100
PSIINVESCO EXCHANGE TRADED FD T
$98
SYKSTRYKER CORPORATION
$98
UPSUNITED PARCEL SERVICE INC
$97
GISGENERAL MLS INC
$95
KKRKKR & CO INC
$94
GBTCGRAYSCALE BITCOIN TRUST ETF
$94
PreviousPage 3 of 9Next