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 401–450 of 908
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 128 | $15K–$50K | SH |
| SPYD | SPDR SERIES TRUST | 576 | $15K–$50K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 27 | $15K–$50K | SH |
| MCK | MCKESSON CORP | 30 | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC | 132 | $15K–$50K | SH |
| BHP | BHP GROUP LTD | 400 | $15K–$50K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 411 | $15K–$50K | SH |
| LII | LENNOX INTL INC | 48 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC | 600 | $15K–$50K | SH |
| CTAS | CINTAS CORP | 124 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 332 | $15K–$50K | SH |
| PNR | PENTAIR PLC | 226 | $15K–$50K | SH |
| ARCC | ARES CAPITAL CORP | 1K | $15K–$50K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 147 | $15K–$50K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 105 | $15K–$50K | SH |
| STOK | STOKE THERAPEUTICS INC | 750 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 438 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 410 | $15K–$50K | SH |
| SU | SUNCOR ENERGY INC NEW | 500 | $15K–$50K | SH |
| RMD | RESMED INC | 92 | $15K–$50K | SH |
| RIO | RIO TINTO PLC | 285 | $15K–$50K | SH |
| ATGE | ADTALEM GLOBAL ED INC | 217 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 87 | $15K–$50K | SH |
| BKR | BAKER HUGHES COMPANY | 499 | $15K–$50K | SH |
| EVRG | EVERGY INC | 304 | $15K–$50K | SH |
| PHM | PULTE GROUP INC | 188 | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC | 108 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 242 | $15K–$50K | SH |
| DHI | D R HORTON INC | 148 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC | 189 | $15K–$50K | SH |
| SIGI | SELECTIVE INS GROUP INC | 241 | $15K–$50K | SH |
| TOL | TOLL BROTHERS INC | 150 | $15K–$50K | SH |
| SCHG | SCHWAB STRATEGIC TR | 620 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 235 | $15K–$50K | SH |
| SCHF | SCHWAB STRATEGIC TR | 864 | $15K–$50K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 169 | $15K–$50K | SH |
| QQQ | INVESCO QQQ TR | 33 | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 256 | $15K–$50K | SH |
| HPQ | HP INC | 913 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 88 | $15K–$50K | SH |
| EVR | EVERCORE INC | 60 | $15K–$50K | SH |
| GARP | ISHARES TR | 305 | $15K–$50K | SH |
| JOBY | JOBY AVIATION INC | 2K | $15K–$50K | SH |
| APA | APA CORPORATION | 855 | $15K–$50K | SH |
| TTE | TOTALENERGIES SE | 300 | $15K–$50K | SH |
| VNOM | VIPER ENERGY INC | 500 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 75 | $15K–$50K | SH |
| EFV | ISHARES TR | 267 | $15K–$50K | SH |
| EL | LAUDER ESTEE COS INC | 190 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND | 72 | $15K–$50K | SH |