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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 $772,840
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,045,472 $52,445 6.79%
2.
Schwab Strategic Trust
 FNDF 1,062,326 $30,945 4%
3.
Vanguard Index Fds - VALUE ETF
 154,837 $30,378 3.93%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 634,972 $28,967 3.75%
5.
Fidelity Covington Trust
 790,948 $28,687 3.71%
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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