Notify me when VALLEY NATIONAL ADVISERS INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 909 | $721,793,000 | +$74,812,989 | -$12,175,516 | +$62,637,473 | SCHX, SCHG, SCHB, AAPL, VTV | 13F-HR | 23 Jan 2026, 12:14 |
| Q3 2025 | 841 | $645,568,000 | +$72,741,544 | -$82,365,799 | -$9,624,255 | SCHX, SCHB, SCHG, AAPL, FBND | 13F-HR | 17 Oct 2025, 11:47 |
| Q2 2025 | 811 | $612,501,000 | +$24,257,186 | -$12,896,806 | +$11,360,380 | SCHX, SCHB, SCHG, AAPL, MSFT | 13F-HR | 22 Jul 2025, 12:46 |
| Q1 2025 | 813 | $554,188,000 | +$41,010,472 | -$24,242,630 | +$16,767,842 | SCHX, AAPL, SCHB, FBND, SCHG | 13F-HR | 25 Apr 2025, 12:51 |
| Q4 2024 | 777 | $556,833,000 | +$113,582,833 | -$27,315,633 | +$86,267,200 | SCHX, AAPL, SCHB, SCHG, MSFT | 13F-HR | 24 Jan 2025, 13:05 |
| Q3 2024 | 738 | $553,796,000 | +$66,166,153 | -$220,988,072 | -$154,821,919 | SCHX, AAPL, SCHB, MSFT, SCHF | 13F-HR | 24 Oct 2024, 12:22 |
| Q2 2024 | 1,181 | $673,529,000 | +$31,041,916 | -$26,253,021 | +$4,788,895 | SCHX, AAPL, MSFT, SCHF, SCHG | 13F-HR | 18 Jul 2024, 10:40 |
| Q1 2024 | 1,221 | $661,374,000 | +$32,498,361 | -$37,879,646 | -$5,381,285 | SCHX, AAPL, SCHF, MSFT, SCHB | 13F-HR | 19 Apr 2024, 10:57 |
| Q4 2023 | 1,196 | $629,760,000 | +$35,345,432 | -$34,116,689 | +$1,228,743 | SCHX, SCHF, AAPL, MSFT, FBND | 13F-HR | 25 Jan 2024, 12:38 |
| Q3 2023 | 1,064 | $572,267,000 | +$20,727,182 | -$16,094,756 | +$4,632,426 | SCHX, SCHF, AAPL, MSFT, FBND | 13F-HR | 13 Nov 2023, 13:25 |
| Q2 2023 | 1,000 | $594,561,001 | +$21,242,114 | -$20,114,408 | +$1,127,706 | SCHX, AAPL, SCHF, MSFT, FBND | 13F-HR | 31 Jul 2023, 13:21 |
| Q1 2023 | 883 | $567,415,000 | +$24,139,706 | -$17,819,158 | +$6,320,548 | SCHX, SCHF, AAPL, MSFT, SCHD | 13F-HR | 26 Apr 2023, 12:49 |
| Q4 2022 | 831 | $557,311,000 | +$83,907,669 | -$46,198,920 | +$37,708,749 | SCHX, SCHF, AAPL, SCHD, MSFT | 13F-HR | 12 Jan 2023, 15:02 |
| Q3 2022 | 897 | $479,790,000 | +$57,316,500 | -$35,463,001 | +$21,853,499 | SCHX, AAPL, MSFT, SCHD, SCHB | 13F-HR | 08 Nov 2022, 11:58 |
| Q2 2022 | 882 | $473,462,000 | +$51,018,625 | -$29,554,196 | +$21,464,429 | SCHX, AAPL, MSFT, SCHF, FBND | 13F-HR | 15 Jul 2022, 13:27 |
| Q1 2022 | 905 | $522,061,000 | +$82,587,945 | -$50,305,317 | +$32,282,628 | SCHX, AAPL, MSFT, SCHF, SCHB | 13F-HR | 06 May 2022, 12:42 |
| Q4 2021 | 901 | $541,940,000 | +$28,896,309 | -$68,890,154 | -$39,993,845 | SCHX, AAPL, MSFT, TOTL, JPST | 13F-HR | 11 Feb 2022, 14:00 |
| Q3 2021 | 862 | $552,632,000 | +$27,182,292 | -$12,517,603 | +$14,664,689 | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 10 Nov 2021, 13:59 |
| Q2 2021 | 877 | $547,763,000 | +$28,582,599 | -$16,634,571 | +$11,948,028 | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 02 Aug 2021, 14:50 |
| Q1 2021 | 838 | $511,818,000 | +$58,692,917 | -$41,209,713 | +$17,483,204 | TOTL, JPST, SCHX, AAPL, SCHO | 13F-HR | 07 May 2021, 13:00 |
| Q4 2020 | 794 | $476,708,000 | +$49,844,826 | -$48,649,379 | +$1,195,447 | JPST, TOTL, SCHO, AAPL, SCHX | 13F-HR | 11 Feb 2021, 14:18 |
| Q3 2020 | 762 | $436,860,000 | +$37,732,602 | -$40,397,159 | -$2,664,557 | SCHO, JPST, TOTL, AAPL, SCHX | 13F-HR | 13 Nov 2020, 13:47 |
| Q2 2020 | 766 | $434,102,000 | +$78,407,429 | -$63,759,026 | +$14,648,403 | SCHO, JPST, SCHX, BSCL, AAPL | 13F-HR | 10 Aug 2020, 15:36 |
| Q1 2020 | 747 | $361,795,000 | +$78,581,721 | -$36,281,527 | +$42,300,194 | SCHB, BSCL, SCHX, WINC, BOND | 13F-HR | 13 May 2020, 13:52 |
| Q4 2019 | 745 | $399,894,000 | +$26,958,554 | -$19,581,782 | +$7,376,772 | SCHB, BSCL, SCHX, AAPL, BSCK | 13F-HR | 13 Feb 2020, 13:59 |
| Q3 2019 | 748 | $364,637,000 | +$26,396,018 | -$28,915,742 | -$2,519,724 | SCHB, BSCL, SCHX, BSCK, AAPL | 13F-HR | 12 Nov 2019, 12:05 |
| Q2 2019 | 725 | $363,660,000 | +$36,809,022 | -$33,447,196 | +$3,361,826 | SCHB, BSCK, BSCL, SCHX, SCHF | 13F-HR | 08 Aug 2019, 13:44 |
| Q1 2019 | 727 | $349,046,000 | +$28,506,744 | -$18,149,428 | +$10,357,316 | BSCJ, SCHB, SCHX, BSCK, AAPL | 13F-HR | 26 Apr 2019, 13:35 |
| Q4 2018 | 760 | $308,103,000 | +$65,476,449 | -$11,741,515 | +$53,734,934 | BSCJ, SCHB, SCHX, BSCK, SCHF | 13F-HR | 25 Feb 2019, 10:41 |
| Q3 2018 | 672 | $288,431,000 | +$24,052,719 | -$14,000,810 | +$10,051,909 | BSCJ, AAPL, MSFT, BSCK, SCHM | 13F-HR | 08 Nov 2018, 13:31 |
| Q2 2018 | 660 | $261,920,000 | +$57,483,191 | -$68,518,890 | -$11,035,699 | BSCJ, AAPL, MSFT, SCHM, BSCK | 13F-HR | 14 Aug 2018, 11:06 |
| Q1 2018 | 637 | $268,903,000 | +$27,127,079 | -$40,120,734 | -$12,993,655 | BSCK, BSCJ, BSCM, SCHD, AAPL | 13F-HR | 19 Apr 2018, 12:42 |
| Q4 2017 | 658 | $287,480,000 | +$36,349,429 | -$46,025,789 | -$9,676,360 | BSCK, BSCJ, BSCL, BSCM, AAPL | 13F-HR | 13 Feb 2018, 14:38 |
| Q3 2017 | 654 | $292,687,000 | +$16,493,639 | -$6,576,572 | +$9,917,067 | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 14 Nov 2017, 14:24 |
| Q2 2017 | 594 | $278,297,000 | +$24,027,263 | -$14,440,712 | +$9,586,551 | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 04 Aug 2017, 15:21 |
| Q1 2017 | 595 | $262,726,000 | +$74,298,989 | -$38,921,208 | +$35,377,781 | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 12 May 2017, 13:26 |
| Q4 2016 | 629 | $217,579,000 | +$30,732,928 | -$12,252,898 | +$18,480,030 | BSCJ, AAPL, GE, USB, WFC | 13F-HR | 31 Jan 2017, 12:10 |
| Q3 2016 | 633 | $193,446,000 | +$20,765,424 | -$20,984,454 | -$219,030 | AAPL, PG, GE, JNJ, USB | 13F-HR | 01 Nov 2016, 13:15 |
| Q2 2016 | 604 | $192,247,000 | +$7,343,391 | -$6,450,612 | +$892,779 | GE, AAPL, JNJ, T, MCD | 13F-HR | 12 Aug 2016, 13:47 |
| Q1 2016 | 586 | $186,462,000 | +$15,844,183 | -$4,159,377 | +$11,684,806 | AAPL, GE, MCD, JNJ, WFC | 13F-HR | 21 Apr 2016, 11:10 |
| Q4 2015 | 588 | $169,672,000 | +$11,694,100 | -$12,830,297 | -$1,136,197 | GE, AAPL, WFC, MCD, JNJ | Restatement | 10 Mar 2016, 08:44 |
| Q4 2015 | 588 | $169,672,000 | +$11,694,100 | -$12,830,297 | -$1,136,197 | GE, AAPL, WFC, MCD, JNJ | Restatement | 10 Mar 2016, 08:23 |
| Q3 2015 | 600 | $165,060,000 | +$7,258,433 | -$5,431,261 | +$1,827,172 | AAPL, WFC, GE, JNJ, PEP | 13F-HR | 06 Nov 2015, 16:54 |
| Q2 2015 | 604 | $177,007,000 | +$14,636,480 | -$5,453,163 | +$9,183,317 | AAPL, WFC, GE, JNJ, USB | Restatement | 31 Jul 2015, 16:21 |
| Q1 2015 | 568 | $169,735,000 | +$43,744,446 | -$9,232,793 | +$34,511,653 | AAPL, WFC, GE, JNJ, USB | 13F-HR | 01 May 2015, 14:07 |
| Q4 2014 | 423 | $107,185,000 | $0 | $0 | $0 | SCHD, GE, WFC, JNJ, CVX | 13F-HR | 06 Feb 2015, 18:18 |