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Home > Institutional Investor > Valley National Advisers Inc > 13F Holdings

Instuitional Investor - Valley National Advisers Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,971,052 $53,040 7.35%
2.
Schwab Strategic Trust
 FNDF 997,963 $32,553 4.51%
3.
Schwab Strategic Trust
 FNDF 1,102,037 $28,906 4%
4.
Apple Inc.
 AAPL 105,530 $28,688 3.97%
5.
Vanguard Index Fds - VALUE ETF
 144,374 $27,573 3.82%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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