VALLEY NATIONAL ADVISERS INC
Q1 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
813
- Value ($000)
$554
- Date Filed04/25/2025
- Form type13F-HR
- CIK0000773411
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $39.83K | 7 % | 1,803,736 | ||
AAPL APPLE INC | COM | 037833100 | $24.67K | 5 % | 111,046 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $23.76K | 4 % | 1,103,822 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $19.70K | 4 % | 431,633 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.64K | 3 % | 744,378 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $16.83K | 3 % | 44,831 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $16.59K | 3 % | 96,034 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $16.23K | 3 % | 820,850 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.01K | 2 % | 465,380 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.40K | 2 % | 397,077 |
Rows Per Page
10
- 10
- 50
- 100