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 101–150 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 7K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 7K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 1K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 7K | $100K–$500K | SH |
| CMI | CUMMINS INC | 620 | $100K–$500K | SH |
| SUSB | ISHARES TR | 12K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| V | VISA INC | 799 | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| DWM | WISDOMTREE TR | 4K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 802 | $100K–$500K | SH |
| B | BARRICK MNG CORP | 6K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 381 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| UL | UNILEVER PLC | 4K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 393 | $100K–$500K | SH |
| REMX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| SEIC | SEI INVTS CO | 3K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 4K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| SNY | SANOFI SA | 4K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 981 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 723 | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 4K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| MSM | MSC INDL DIRECT INC | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 5K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 7K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 1K | $100K–$500K | SH |
| IBMP | ISHARES TR | 7K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |