CIK 773411
VALLEY NATIONAL ADVISERS INC
Institutional 13F holdings & portfolio
Holdings
908
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EL | LAUDER ESTEE COS INC | 190 | $15K–$50K | SH |
| BROS | DUTCH BROS INC | 324 | $15K–$50K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 299 | $15K–$50K | SH |
| LIT | GLOBAL X FDS | 283 | $15K–$50K | SH |
| IEFA | ISHARES TR | 207 | $15K–$50K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 331 | $15K–$50K | SH |
| C | CITIGROUP INC | 158 | $15K–$50K | SH |
| MRNA | MODERNA INC | 616 | $15K–$50K | SH |
| STAG | STAG INDL INC | 500 | $15K–$50K | SH |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 2K | $15K–$50K | SH |
| PAYC | PAYCOM SOFTWARE INC | 118 | $15K–$50K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 86 | $15K–$50K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 271 | $15K–$50K | SH |
| AMZN | AMAZON COM INC | 77 | $15K–$50K | SH |
| XLC | SELECT SECTOR SPDR TR | 147 | $15K–$50K | SH |
| XLB | SELECT SECTOR SPDR TR | 392 | $15K–$50K | SH |
| BIV | VANGUARD BD INDEX FDS | 225 | $15K–$50K | SH |
| SOLV | SOLVENTUM CORP | 220 | $15K–$50K | SH |
| Q | QNITY ELECTRONICS INC | 204 | $15K–$50K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 238 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 114 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 418 | $15K–$50K | SH |
| GNTX | GENTEX CORP | 703 | $15K–$50K | SH |
| QUAL | ISHARES TR | 82 | $15K–$50K | SH |
| SPAB | SPDR SERIES TRUST | 625 | $15K–$50K | SH |
| TMP | TOMPKINS FINL CORP | 234 | $15K–$50K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 240 | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC | 200 | $15K–$50K | SH |
| FDX | FEDEX CORP | 54 | $15K–$50K | SH |
| AGCO | AGCO CORP | 146 | $15K–$50K | SH |
| MGK | VANGUARD WORLD FD | 38 | $15K–$50K | SH |
| OWL | BLUE OWL CAPITAL INC | 993 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 82 | $1K–$15K | SH |
| AON | AON PLC | 42 | $1K–$15K | SH |
| OSCR | OSCAR HEALTH INC | 1K | $1K–$15K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 307 | $1K–$15K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 102 | $1K–$15K | SH |
| ES | EVERSOURCE ENERGY | 214 | $1K–$15K | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 146 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW | 1K | $1K–$15K | SH |
| UHS | UNIVERSAL HLTH SVCS INC | 61 | $1K–$15K | SH |
| PLD | PROLOGIS INC. | 109 | $1K–$15K | SH |
| NWBI | NORTHWEST BANCSHARES INC MD | 1K | $1K–$15K | SH |
| IVV | ISHARES TR | 20 | $1K–$15K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 832 | $1K–$15K | SH |
| GBDC | GOLUB CAP BDC INC | 1K | $1K–$15K | SH |
| EXC | EXELON CORP | 304 | $1K–$15K | SH |
| CDP | COPT DEFENSE PROPERTIES | 500 | $1K–$15K | SH |
| CIVI | CIVITAS RESOURCES INC | 500 | $1K–$15K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 200 | $1K–$15K | SH |