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Home > Institutional Investor > Valley National Advisers Inc > Profile

Instuitional Investor - Valley National Advisers Inc

Fund Profile
Filing Period:
Fund Name: Valley National Advisers Inc
Portfolio Value $556,910
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,720,641 $39,883 7.16%
2.
Apple Inc.
 AAPL 121,792 $30,498 5.47%
3.
Schwab Strategic Trust
 FNDF 1,068,306 $24,250 4.35%
4.
Schwab Strategic Trust
 FNDF 667,326 $18,598 3.33%
5.
Microsoft Corp
 MSFT 43,295 $18,248 3.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)