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 301–350 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XMHQ | INVESCO EXCHANGE TRADED FD T | 426 | $15K–$50K | SH |
| XJH | ISHARES TR | 971 | $15K–$50K | SH |
| ITA | ISHARES TR | 203 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 545 | $15K–$50K | SH |
| SCHR | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| TPG | TPG INC | 649 | $15K–$50K | SH |
| QBTS | D-WAVE QUANTUM INC | 2K | $15K–$50K | SH |
| HAL | HALLIBURTON CO | 1K | $15K–$50K | SH |
| USMV | ISHARES TR | 438 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 408 | $15K–$50K | SH |
| MSFT | MICROSOFT CORP | 84 | $15K–$50K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 564 | $15K–$50K | SH |
| GWW | WW GRAINGER INC | 39 | $15K–$50K | SH |
| CNI | CANADIAN NATL RY CO | 403 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 114 | $15K–$50K | SH |
| APEI | AMERICAN PUB ED INC | 1K | $15K–$50K | SH |
| CF | CF INDS HLDGS INC | 500 | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 210 | $15K–$50K | SH |
| SHLD | GLOBAL X FDS | 576 | $15K–$50K | SH |
| META | META PLATFORMS INC | 57 | $15K–$50K | SH |
| VHT | VANGUARD WORLD FD | 131 | $15K–$50K | SH |
| CTVA | CORTEVA INC | 555 | $15K–$50K | SH |
| KR | KROGER CO | 591 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 349 | $15K–$50K | SH |
| DLN | WISDOMTREE TR | 410 | $15K–$50K | SH |
| INCO | COLUMBIA ETF TR II | 569 | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC | 611 | $15K–$50K | SH |
| WSM | WILLIAMS SONOMA INC | 199 | $15K–$50K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 750 | $15K–$50K | SH |
| LEN | LENNAR CORP | 336 | $15K–$50K | SH |
| HRB | BLOCK H & R INC | 800 | $15K–$50K | SH |
| IBUY | AMPLIFY ETF TR | 469 | $15K–$50K | SH |
| METV | LISTED FDS TR | 2K | $15K–$50K | SH |
| XSD | SPDR SERIES TRUST | 105 | $15K–$50K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 400 | $15K–$50K | SH |
| SHY | ISHARES TR | 400 | $15K–$50K | SH |
| RRR | RED ROCK RESORTS INC | 544 | $15K–$50K | SH |
| QSR | RESTAURANT BRANDS INTL INC | 495 | $15K–$50K | SH |
| FMS | FRESENIUS MEDICAL CARE AG | 1K | $15K–$50K | SH |
| EQT | EQT CORP | 619 | $15K–$50K | SH |
| RGTI | RIGETTI COMPUTING INC | 2K | $15K–$50K | SH |
| WMK | WEIS MKTS INC | 500 | $15K–$50K | SH |
| MRK | MERCK & CO INC | 313 | $15K–$50K | SH |
| SHEL | SHELL PLC | 443 | $15K–$50K | SH |
| KBE | SPDR SERIES TRUST | 528 | $15K–$50K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 417 | $15K–$50K | SH |
| JKHY | HENRY JACK & ASSOC INC | 178 | $15K–$50K | SH |
| GOOGL | ALPHABET INC | 103 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 98 | $15K–$50K | SH |
| NLR | VANECK ETF TRUST | 261 | $15K–$50K | SH |