VALLEY NATIONAL ADVISERS INC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$612.5M

Holdings

810

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (810 positions)

#StockSharesValue% PortfolioType
301
LRNSTRIDE INC
700$101K0.02%
302
ECLECOLAB INC
378$101K0.02%
303
SYKSTRYKER CORPORATION
259$101K0.02%
304
ISRGINTUITIVE SURGICAL INC
188$101K0.02%
305
ENFRALPS ETF TR
3,130$100K0.02%
306
IBMQISHARES TR
3,943$100K0.02%
307
SPHQINVESCO EXCHANGE TRADED FD T
1,403$99K0.02%
308
IRINGERSOLL RAND INC
1,194$99K0.02%
309
VWOVANGUARD INTL EQUITY INDEX F
1,973$97K0.02%
310
VBRVANGUARD INDEX FDS
491$95K0.02%
311
SPEMSPDR INDEX SHS FDS
2,136$91K0.01%
312
OTISOTIS WORLDWIDE CORP
921$90K0.01%
313
TPYPTORTOISE CAPITAL SERIES TRUS
2,505$89K0.01%
314
FNDFSCHWAB STRATEGIC TR
2,230$89K0.01%
315
PANWPALO ALTO NETWORKS INC
435$89K0.01%
316
RSPHINVESCO EXCHANGE TRADED FD T
3,020$88K0.01%
317
KHCKRAFT HEINZ CO
3,414$88K0.01%
318
VPUVANGUARD WORLD FD
500$88K0.01%
319
FMSFRESENIUS MEDICAL CARE AG
3,066$87K0.01%
320
DDOMINION ENERGY INC
1,493$84K0.01%
321
AFRMAFFIRM HLDGS INC
1,226$84K0.01%
322
MPCMARATHON PETE CORP
504$83K0.01%
323
GISGENERAL MLS INC
1,605$83K0.01%
324
RCLROYAL CARIBBEAN GROUP
254$79K0.01%
325
FNDASCHWAB STRATEGIC TR
2,766$79K0.01%
326
SOXXISHARES TR
333$79K0.01%
327
STLDSTEEL DYNAMICS INC
621$79K0.01%
328
COINCOINBASE GLOBAL INC
227$79K0.01%
329
ABNBAIRBNB INC
591$78K0.01%
330
WELLWELLTOWER INC
508$78K0.01%
331
CGCARLYLE GROUP INC
1,520$78K0.01%
332
ENBENBRIDGE INC
1,707$77K0.01%
333
AEPAMERICAN ELEC PWR CO INC
737$76K0.01%
334
ICEINTERCONTINENTAL EXCHANGE IN
413$75K0.01%
335
MTXMINERALS TECHNOLOGIES INC
1,366$75K0.01%
336
IBHEISHARES TR
3,231$75K0.01%
337
CQPCHENIERE ENERGY PARTNERS LP
1,341$75K0.01%
338
AVEMAMERICAN CENTY ETF TR
1,093$74K0.01%
339
JEPIJ P MORGAN EXCHANGE TRADED F
1,319$74K0.01%
340
SPGIS&P GLOBAL INC
142$74K0.01%
341
WCNWASTE CONNECTIONS INC
396$73K0.01%
342
CARRCARRIER GLOBAL CORPORATION
1,003$73K0.01%
343
VRTXVERTEX PHARMACEUTICALS INC
164$73K0.01%
344
FTECFIDELITY COVINGTON TRUST
365$72K0.01%
345
STOTSSGA ACTIVE TR
1,515$71K0.01%
346
WTMWHITE MTNS INS GROUP LTD
40$71K0.01%
347
SUSAISHARES TR
564$71K0.01%
348
CDNSCADENCE DESIGN SYSTEM INC
228$70K0.01%
349
RDFNREDFIN CORP
6,235$69K0.01%
350
PLTRPALANTIR TECHNOLOGIES INC
509$69K0.01%
351
HLTHILTON WORLDWIDE HLDGS INC
256$67K0.01%
352
IRMIRON MTN INC DEL
655$67K0.01%
353
THNQEXCHANGE TRADED CONCEPTS TRU
1,213$66K0.01%
354
MLMMARTIN MARIETTA MATLS INC
122$66K0.01%
355
CNRCANADIAN NATL RY CO
624$64K0.01%
356
FDBCFIDELITY D & D BANCORP INC
1,376$63K0.01%
357
MSIMOTOROLA SOLUTIONS INC
151$63K0.01%
358
KRKROGER CO
897$63K0.01%
359
AWCAMERICAN WTR WKS CO INC NEW
454$63K0.01%
360
MUNIPIMCO ETF TR
1,237$63K0.01%
361
DYHTARGET CORP
630$62K0.01%
362
FANGDIAMONDBACK ENERGY INC
455$62K0.01%
363
ALSALLSTATE CORP
310$62K0.01%
364
IBDRISHARES TR
2,583$62K0.01%
365
CLCOLGATE PALMOLIVE CO
683$62K0.01%
366
AVDVAMERICAN CENTY ETF TR
781$61K0.01%
367
DHRDANAHER CORPORATION
308$60K0.01%
368
GSKGSK PLC
1,568$60K0.01%
369
IZRLARK ETF TR
2,189$59K0.01%
370
XARSPDR SERIES TRUST
282$59K0.01%
371
NFGNATIONAL FUEL GAS CO
700$59K0.01%
372
IWBISHARES TR
170$57K0.01%
373
FBINFORTUNE BRANDS INNOVATIONS I
1,099$56K0.01%
374
TSCOTRACTOR SUPPLY CO
982$51K0.01%
375
AVUVAMERICAN CENTY ETF TR
552$50K0.01%
376
MUBISHARES TR
486$50K0.01%
377
INTCINTEL CORP
2,236$50K0.01%
378
AMRZAMRIZE LTD
1,011$50K0.01%
379
EMGFISHARES INC
969$50K0.01%
380
ITOTISHARES TR
370$49K0.01%
381
OKEONEOK INC NEW
602$49K0.01%
382
CRSPCRISPR THERAPEUTICS AG
1,000$48K0.01%
383
FVDFIRST TR EXCHANGE-TRADED FD
1,094$48K0.01%
384
INTUINTUIT
61$48K0.01%
385
STXSEAGATE TECHNOLOGY HLDNGS PL
333$48K0.01%
386
CVMCMORGAN STANLEY ETF TRUST
774$46K0.01%
387
AXONAXON ENTERPRISE INC
56$46K0.01%
388
AKXANSYS INC
132$46K0.01%
389
CFCF INDS HLDGS INC
500$46K0.01%
390
DONWISDOMTREE TR
930$46K0.01%
391
TDIVFIRST TR EXCHANGE TRADED FD
500$45K0.01%
392
IBUYAMPLIFY ETF TR
663$45K0.01%
393
XMHQINVESCO EXCHANGE TRADED FD T
451$44K0.01%
394
XLFISELECT SECTOR SPDR TR
545$44K0.01%
395
BFLYBUTTERFLY NETWORK INC
22,208$44K0.01%
396
HRBBLOCK H & R INC
800$43K0.01%
397
IWDISHARES TR
224$43K0.01%
398
GEHCGE HEALTHCARE TECHNOLOGIES I
573$42K0.01%
399
SCHRSCHWAB STRATEGIC TR
1,690$42K0.01%
400
USMVISHARES TR
438$41K0.01%
PreviousPage 4 of 9Next