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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 1,885,878 $49,673 7.69%
2.
Schwab Strategic Trust
 FNDF 1,077,066 $27,691 4.29%
3.
Schwab Strategic Trust
 FNDF 854,513 $27,266 4.22%
4.
Apple Inc.
 AAPL 96,086 $24,465 3.79%
5.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 484,616 $22,408 3.47%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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