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 151–200 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNCL | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| ESGE | ISHARES INC | 4K | $100K–$500K | SH |
| IFRA | ISHARES TR | 3K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 7K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 395 | $100K–$500K | SH |
| FINX | GLOBAL X FDS | 6K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 776 | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 1K | $100K–$500K | SH |
| FNDB | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 344 | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 2K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 399 | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 542 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 417 | $100K–$500K | SH |
| ACWI | ISHARES TR | 1K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 8K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| ARKG | ARK ETF TR | 5K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 922 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |
| MMM | 3M CO | 865 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 879 | $100K–$500K | SH |
| PSCI | INVESCO EXCH TRADED FD TR II | 880 | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 1K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 411 | $100K–$500K | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| EFIV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 957 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 2K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 278 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 2K | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 350 | $100K–$500K | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 2K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 1K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 1K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 622 | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| NKE | NIKE INC | 2K | $100K–$500K | SH |