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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 $899,759,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,110,527 $62,112,805 6.9%
2.
Schwab Strategic Trust
 SCHD 1,149,139 $38,886,876 4.32%
3.
Vanguard Index Fds - VALUE ETF
 166,981 $36,390,235 4.04%
4.
Apple Inc.
 AAPL 125,576 $36,336,652 4.04%
5.
Fidelity Covington Trust
 FENY 769,975 $32,269,653 3.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.