VALLEY NATIONAL ADVISERS INC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$721.8M

Holdings

908

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (908 positions)

StockValue
CVXCHEVRON CORP NEW
$325
VEEVVEEVA SYS INC
$325
FITBFIFTH THIRD BANCORP
$322
DIVBISHARES TR
$322
CMICUMMINS INC
$316
SUSBISHARES TR
$314
IJJISHARES TR
$305
FDLFIRST TR EXCHANGE-TRADED FD
$286
VVISA INC
$280
AQLTISHARES TR
$279
DWMWISDOMTREE TR
$276
LNGCHENIERE ENERGY INC
$275
HDHOME DEPOT INC
$275
BBARRICK MNG CORP
$265
GCOWPACER FDS TR
$264
NEENEXTERA ENERGY INC
$262
KGCKINROSS GOLD CORP
$257
PFEPFIZER INC
$253
IJTISHARES TR
$251
GEVGE VERNOVA INC
$249
SPYVSPDR SERIES TRUST
$247
KOCOCA COLA CO
$246
CSXCSX CORP
$244
PRUPRUDENTIAL FINL INC
$244
ULUNILEVER PLC
$243
TXNTEXAS INSTRS INC
$240
HWMHOWMET AEROSPACE INC
$232
IPKWINVESCO EXCH TRADED FD TR II
$229
PJPINVESCO EXCHANGE TRADED FD T
$227
BMYBRISTOL-MYERS SQUIBB CO
$227
GLWCORNING INC
$225
NOCNORTHROP GRUMMAN CORP
$224
REMXVANECK ETF TRUST
$221
SEICSEI INVTS CO
$219
VEAVANGUARD TAX-MANAGED FDS
$215
SNYSANOFI SA
$214
VNQVANGUARD INDEX FDS
$214
MUNIPIMCO ETF TR
$214
AMDADVANCED MICRO DEVICES INC
$210
TRVTRAVELERS COMPANIES INC
$209
NJRNEW JERSEY RES CORP
$206
MSMMSC INDL DIRECT INC
$204
TERTERADYNE INC
$204
SBUXSTARBUCKS CORP
$201
TOTLSSGA ACTIVE ETF TR
$188
KMIKINDER MORGAN INC DEL
$187
SCHVSCHWAB STRATEGIC TR
$184
TPRTAPESTRY INC
$180
IBMPISHARES TR
$178
IJKISHARES TR
$178
FNCLFIDELITY COVINGTON TRUST
$176
ESGEISHARES INC
$176
IFRAISHARES TR
$176
ETENERGY TRANSFER L P
$176
BKNGBOOKING HOLDINGS INC
$176
HUBBHUBBELL INC
$175
WYWEYERHAEUSER CO MTN BE
$175
FINXGLOBAL X FDS
$174
DUKDUKE ENERGY CORP NEW
$171
WMWASTE MGMT INC DEL
$170
PAYXPAYCHEX INC
$167
FNDBSCHWAB STRATEGIC TR
$165
IBITISHARES BITCOIN TRUST ETF
$164
TMOTHERMO FISHER SCIENTIFIC INC
$162
SCHZSCHWAB STRATEGIC TR
$161
SNPSSYNOPSYS INC
$161
PSXPHILLIPS 66
$161
LVLNSPDR SERIES TRUST
$158
PEGPUBLIC SVC ENTERPRISE GRP IN
$158
ROKROCKWELL AUTOMATION INC
$155
YUMYUM BRANDS INC
$153
CPCANADIAN PACIFIC KANSAS CITY
$152
WMBWILLIAMS COS INC
$151
CITHE CIGNA GROUP
$149
ACWIISHARES TR
$147
CEGCONSTELLATION ENERGY CORP
$147
HBANHUNTINGTON BANCSHARES INC
$145
COPCONOCOPHILLIPS
$144
ARKGARK ETF TR
$143
XLISELECT SECTOR SPDR TR
$143
NFLXNETFLIX INC
$140
MMM3M CO
$138
XLYSELECT SECTOR SPDR TR
$138
ODFLOLD DOMINION FREIGHT LINE IN
$137
KLMNINVESCO EXCH TRADED FD TR II
$132
MARMARRIOTT INTL INC NEW
$127
WSMWILLIAMS SONOMA INC
$127
JCIJOHNSON CTLS INTL PLC
$127
VIOVVANGUARD ADMIRAL FDS INC
$125
GBTCGRAYSCALE BITCOIN TRUST ETF
$124
EFIVSPDR SERIES TRUST
$123
KKRKKR & CO INC
$121
CVSCVS HEALTH CORP
$120
DPZDOMINOS PIZZA INC
$115
VXUSVANGUARD STAR FDS
$114
HEIHEICO CORP NEW
$113
ECLECOLAB INC
$111
XSMOINVESCO EXCHANGE TRADED FD T
$110
CVMCMORGAN STANLEY ETF TRUST
$110
QTUMETF SER SOLUTIONS
$109
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