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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 $630,023
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 771,441 $43,507 6.9%
2.
Schwab Strategic Trust
 FNDF 995,941 $36,809 5.84%
3.
Apple Inc.
 AAPL 173,026 $33,311 5.28%
4.
Microsoft Corp
 MSFT 63,308 $23,805 3.77%
5.
Fidelity Merrimack Str Tr
 399,479 $18,391 2.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)