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 201–250 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBMQ | ISHARES TR | 4K | $100K–$500K | SH |
| SOXX | ISHARES TR | 333 | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 2K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 2K | $50K–$100K | SH |
| OMC | OMNICOM GROUP INC | 1K | $50K–$100K | SH |
| ENFR | ALPS ETF TR | 3K | $50K–$100K | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 3K | $50K–$100K | SH |
| ABT | ABBOTT LABS | 766 | $50K–$100K | SH |
| PWR | QUANTA SVCS INC | 225 | $50K–$100K | SH |
| RKT | ROCKET COS INC | 5K | $50K–$100K | SH |
| WELL | WELLTOWER INC | 512 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 533 | $50K–$100K | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 161 | $50K–$100K | SH |
| ARKQ | ARK ETF TR | 814 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 335 | $50K–$100K | SH |
| VPU | VANGUARD WORLD FD | 500 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 263 | $50K–$100K | SH |
| FISV | FISERV INC | 1K | $50K–$100K | SH |
| TROW | PRICE T ROWE GROUP INC | 882 | $50K–$100K | SH |
| CG | CARLYLE GROUP INC | 2K | $50K–$100K | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 3K | $50K–$100K | SH |
| VBR | VANGUARD INDEX FDS | 408 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 741 | $50K–$100K | SH |
| PANW | PALO ALTO NETWORKS INC | 466 | $50K–$100K | SH |
| BFLY | BUTTERFLY NETWORK INC | 22K | $50K–$100K | SH |
| AVEM | AMERICAN CENTY ETF TR | 1K | $50K–$100K | SH |
| MTX | MINERALS TECHNOLOGIES INC | 1K | $50K–$100K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 185 | $50K–$100K | SH |
| WTM | WHITE MTNS INS GROUP LTD | 40 | $50K–$100K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 365 | $50K–$100K | SH |
| MPC | MARATHON PETE CORP | 509 | $50K–$100K | SH |
| ENB | ENBRIDGE INC | 2K | $50K–$100K | SH |
| KHC | KRAFT HEINZ CO | 3K | $50K–$100K | SH |
| ABNB | AIRBNB INC | 594 | $50K–$100K | SH |
| INTC | INTEL CORP | 2K | $50K–$100K | SH |
| ISTB | ISHARES TR | 2K | $50K–$100K | SH |
| SUSA | ISHARES TR | 564 | $50K–$100K | SH |
| DGX | QUEST DIAGNOSTICS INC | 445 | $50K–$100K | SH |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | 1K | $50K–$100K | SH |
| D | DOMINION ENERGY INC | 1K | $50K–$100K | SH |
| GSK | GSK PLC | 2K | $50K–$100K | SH |
| UPS | UNITED PARCEL SERVICE INC | 776 | $50K–$100K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| SDY | SPDR SERIES TRUST | 529 | $50K–$100K | SH |
| AFRM | AFFIRM HLDGS INC | 983 | $50K–$100K | SH |
| AVDV | AMERICAN CENTY ETF TR | 781 | $50K–$100K | SH |
| COR | CENCORA INC | 214 | $50K–$100K | SH |
| CQP | CHENIERE ENERGY PARTNERS LP | 1K | $50K–$100K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 1K | $50K–$100K | SH |