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CIK: 0000773411
Total reported value
$899.8M
$899.8M
813 檔
14.1%
According to the latest 13F quarterly dataset, Valley National Advisers Inc managed an equity portfolio of $899.8M at the end of Q1 2025, spanning 813 distinct U.S. exchange-listed positions.
In Q1 2025, Valley National Advisers Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 813 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.19% | +0.11% | +4.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.45% | +0.62% | -8.82% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.29% | -0.04% | +3.32% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.56% | -0.31% | +12.50% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.36% | +0.32% | +11.55% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.32% | +3.55% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.99% | +0.11% | +25.86% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.93% | -0.06% | -1.77% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.35% | -0.13% | +1.96% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.88% | +0.04% | -1.77% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.83% | -0.26% | +2.88% | |
| 12 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 1.64% | +0.13% | +9.24% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.30% | -0.12% | +16.77% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | — | +2.01% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.13% | -0.26% | -1.35% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.08% | +4.19% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.17% | -4.44% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.89% | +0.13% | +4.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | +0.12% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | -0.02% | -6.30% | |
| 21 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.81% | +0.07% | +8.64% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | +0.22% | +1.16% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.08% | +2.06% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.73% | -0.05% | +128.73% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.71% | -0.13% | -7.36% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.08% | +0.35% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.68% | +0.01% | +14.06% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.02% | +1.88% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.13% | +18.63% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.64% | -0.07% | -37.55% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.08% | -7.75% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | +0.04% | -19.31% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | +0.14% | +8.02% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.58% | +1.18% | -6.28% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.55% | -0.03% | +3.52% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.06% | -0.71% | |
| 37 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.55% | — | -0.48% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.21% | +3.69% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.54% | +0.02% | +2.62% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.04% | -7.98% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | -2.84% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.48% | EXIT | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | -0.04% | -46.19% | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.48% | -0.01% | +1.81% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.07% | +3.35% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.47% | — | +1.48% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.04% | +0.18% | |
| 48 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.44% | -0.03% | +1.97% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.18% | +224.11% | |
| 50 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.44% | +0.02% | -8.45% |
According to official SEC Form 13F filings, Valley National Advisers Inc reported a total U.S. public equity portfolio value of $899.8M across 813 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, AAPL, SCHB) accounted for 14.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $39.8M
During Q1 2025, Valley National Advisers Inc's top holdings by market value included SCHX (7.2%)、AAPL (4.5%)、SCHB (4.3%). The largest single position, SCHX, represented 7.2% of total portfolio value.
In Q1 2025, Valley National Advisers Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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