VALLEY NATIONAL ADVISERS INC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$721.8M

Holdings

908

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (908 positions)

#StockSharesValue% PortfolioType
101
TSLATESLA INC
3,933$1.8M0.24%
102
VTIVANGUARD INDEX FDS
5,190$1.7M0.24%
103
DHID R HORTON INC
11,992$1.7M0.24%
104
VOTVANGUARD INDEX FDS
6,140$1.7M0.24%
105
PPLPPL CORP
48,465$1.7M0.24%
106
MLB1MERCADOLIBRE INC
787$1.6M0.22%
107
APOAPOLLO GLOBAL MGMT INC
10,711$1.6M0.21%
108
PAYCPAYCOM SOFTWARE INC
9,714$1.5M0.21%
109
IHDGWISDOMTREE TR
31,325$1.5M0.21%
110
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5M0.21%
111
EMREMERSON ELEC CO
11,342$1.5M0.21%
112
EFGISHARES TR
13,175$1.5M0.21%
113
CBCHUBB LIMITED
4,746$1.5M0.21%
114
VYMVANGUARD WHITEHALL FDS
9,914$1.4M0.20%
115
WMTWALMART INC
12,722$1.4M0.20%
116
EPDENTERPRISE PRODS PARTNERS L
42,103$1.3M0.19%
117
DONSPDR DOW JONES INDL AVERAGE
2,798$1.3M0.19%
118
FNDXSCHWAB STRATEGIC TR
48,205$1.3M0.18%
119
VUGVANGUARD INDEX FDS
2,671$1.3M0.18%
120
XTISHARES TR
18,520$1.3M0.18%
121
ABBVABBVIE INC
5,643$1.3M0.18%
122
DGROISHARES TR
18,556$1.3M0.18%
123
MGCVANGUARD WORLD FD
4,999$1.3M0.17%
124
HONHONEYWELL INTL INC
6,247$1.2M0.17%
125
CHATTIDAL TRUST II
20,198$1.2M0.16%
126
DEDEERE & CO
2,423$1.1M0.16%
127
JUSTGOLDMAN SACHS ETF TR
11,646$1.1M0.16%
128
NVSNNOVARTIS AG
7,889$1.1M0.15%
129
ASMLASML HOLDING N V
1,013$1.1M0.15%
130
UNPUNION PAC CORP
4,654$1.1M0.15%
131
GOOGALPHABET INC
3,368$1.1M0.15%
132
IBMINTERNATIONAL BUSINESS MACHS
3,514$1.0M0.14%
133
XBISPDR SERIES TRUST
8,382$1.0M0.14%
134
CSCOCISCO SYS INC
13,140$1.0M0.14%
135
BABOEING CO
4,546$987K0.14%
136
ALLEALLEGION PLC
5,854$932K0.13%
137
REGNREGENERON PHARMACEUTICALS
1,203$928K0.13%
138
BACVERIZON COMMUNICATIONS INC
22,360$910K0.13%
139
WFCWELLS FARGO CO NEW
9,764$909K0.13%
140
CATCATERPILLAR INC
1,578$903K0.13%
141
JNJJOHNSON & JOHNSON
4,071$842K0.12%
142
QCOMQUALCOMM INC
4,761$814K0.11%
143
MLPAGLOBAL X FDS
16,750$810K0.11%
144
NSCNORFOLK SOUTHN CORP
2,786$804K0.11%
145
COFCAPITAL ONE FINL CORP
3,314$803K0.11%
146
VOOVANGUARD INDEX FDS
1,250$784K0.11%
147
GSGOLDMAN SACHS GROUP INC
889$781K0.11%
148
PGPROCTER AND GAMBLE CO
5,378$770K0.11%
149
UBERUBER TECHNOLOGIES INC
9,402$768K0.11%
150
VIGVANGUARD SPECIALIZED FUNDS
3,404$748K0.10%
151
COHRCOHERENT CORP
3,962$731K0.10%
152
PEPPEPSICO INC
4,890$701K0.10%
153
MDLZMONDELEZ INTL INC
13,025$700K0.10%
154
VCEBVANGUARD WORLD FD
10,961$697K0.10%
155
RTXRTX CORPORATION
3,553$651K0.09%
156
MDTMEDTRONIC PLC
6,776$650K0.09%
157
VVVANGUARD INDEX FDS
2,057$647K0.09%
158
COPXGLOBAL X FDS
8,825$633K0.09%
159
FDVVFIDELITY COVINGTON TRUST
11,158$632K0.09%
160
EUSBISHARES TR
14,084$618K0.09%
161
AXPAMERICAN EXPRESS CO
1,664$615K0.09%
162
BACBANK AMERICA CORP
11,042$606K0.08%
163
NOWSERVICENOW INC
3,830$586K0.08%
164
NOBLPROSHARES TR
5,610$583K0.08%
165
FDNFIRST TR EXCHANGE-TRADED FD
2,141$576K0.08%
166
USBUS BANCORP DEL
10,692$570K0.08%
167
FULTFULTON FINL CORP PA
29,321$566K0.08%
168
ESGUISHARES TR
3,729$555K0.08%
169
EAGGISHARES TR
11,604$555K0.08%
170
MEARISHARES U S ETF TR
10,755$541K0.07%
171
PRFINVESCO EXCHANGE TRADED FD T
11,304$530K0.07%
172
TAT&T INC
20,966$520K0.07%
173
GEGE AEROSPACE
1,676$516K0.07%
174
SIXGETF SER SOLUTIONS
7,686$490K0.07%
175
TJXTJX COS INC NEW
3,175$486K0.07%
176
VCRVANGUARD WORLD FD
1,184$466K0.06%
177
TFCTRUIST FINL CORP
9,475$466K0.06%
178
DWDMORGAN STANLEY
2,592$459K0.06%
179
MAMASTERCARD INCORPORATED
800$456K0.06%
180
VBVANGUARD INDEX FDS
1,761$454K0.06%
181
ESGDISHARES TR
4,741$450K0.06%
182
IJSISHARES TR
3,962$450K0.06%
183
IBBISHARES TR
2,630$443K0.06%
184
COSTCOSTCO WHSL CORP NEW
492$424K0.06%
185
PNCPNC FINL SVCS GROUP INC
2,012$419K0.06%
186
CMCSACOMCAST CORP NEW
13,694$409K0.06%
187
PQ3PROVIDENT FINL SVCS INC
20,706$408K0.06%
188
HDVISHARES TR
3,338$405K0.06%
189
MUBISHARES TR
3,733$399K0.06%
190
CGDGCAPITAL GROUP DIVIDEND VALUE
8,982$391K0.05%
191
AKREPROFESIONALLY MANAGED PORTFO
5,869$384K0.05%
192
XLKSELECT SECTOR SPDR TR
2,650$381K0.05%
193
VOVANGUARD INDEX FDS
1,297$376K0.05%
194
IWRISHARES TR
3,876$373K0.05%
195
CLSCELESTICA INC
1,252$370K0.05%
196
ADBEADOBE INC
1,045$365K0.05%
197
BCCCGLOBAL X FDS
7,436$355K0.05%
198
NVONOVO-NORDISK A S
6,866$349K0.05%
199
CMECME GROUP INC
1,259$343K0.05%
200
ITWILLINOIS TOOL WKS INC
1,333$328K0.05%
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