VALLEY NATIONAL ADVISERS INC
Q2 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
810
- Value ($000)
$613
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $45.21K | 7 % | 1,849,912 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $26.48K | 4 % | 1,111,401 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $23.22K | 4 % | 794,943 | ||
AAPL APPLE INC | COM | 037833100 | $22.67K | 4 % | 110,480 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.20K | 4 % | 44,639 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $20.77K | 3 % | 453,931 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $18.52K | 3 % | 104,785 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $18.30K | 3 % | 828,197 | ||
GARP ISHARES TR | MSCI USA QUALITY | 46436E403 | $12.63K | 2 % | 209,248 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.88K | 2 % | 388,095 |
Rows Per Page
10
- 10
- 50
- 100