Notify me when Valley National Advisers Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 841 | $646M | +$72.7M | -$82.4M | -$9.62M | SCHX, SCHB, SCHG, AAPL, FBND | 13F-HR | 10/17/2025, 11:47 AM |
| Q2 2025 | 811 | $613M | +$24.3M | -$12.9M | +$11.4M | SCHX, SCHB, SCHG, AAPL, MSFT | 13F-HR | 7/22/2025, 12:46 PM |
| Q1 2025 | 813 | $554M | +$41M | -$24.2M | +$16.8M | SCHX, AAPL, SCHB, FBND, SCHG | 13F-HR | 4/25/2025, 12:51 PM |
| Q4 2024 | 777 | $557M | +$114M | -$27.3M | +$86.3M | SCHX, AAPL, SCHB, SCHG, MSFT | 13F-HR | 1/24/2025, 01:05 PM |
| Q3 2024 | 738 | $554M | +$66.2M | -$221M | -$155M | SCHX, AAPL, SCHB, MSFT, SCHF | 13F-HR | 10/24/2024, 12:22 PM |
| Q2 2024 | 1,181 | $674M | +$31M | -$26.3M | +$4.79M | SCHX, AAPL, MSFT, SCHF, SCHG | 13F-HR | 7/18/2024, 10:40 AM |
| Q1 2024 | 1,221 | $661M | +$32.5M | -$37.9M | -$5.38M | SCHX, AAPL, SCHF, MSFT, SCHB | 13F-HR | 4/19/2024, 10:57 AM |
| Q4 2023 | 1,196 | $630M | +$35.3M | -$34.1M | +$1.23M | SCHX, SCHF, AAPL, MSFT, FBND | 13F-HR | 1/25/2024, 12:38 PM |
| Q3 2023 | 1,064 | $572M | +$20.7M | -$16.1M | +$4.63M | SCHX, SCHF, AAPL, MSFT, FBND | 13F-HR | 11/13/2023, 01:25 PM |
| Q2 2023 | 1,000 | $595M | +$21.2M | -$20.1M | +$1.13M | SCHX, AAPL, SCHF, MSFT, FBND | 13F-HR | 7/31/2023, 01:21 PM |
| Q1 2023 | 883 | $567M | +$24.1M | -$17.8M | +$6.32M | SCHX, SCHF, AAPL, MSFT, SCHD | 13F-HR | 4/26/2023, 12:49 PM |
| Q4 2022 | 831 | $557M | +$83.9M | -$46.2M | +$37.7M | SCHX, SCHF, AAPL, SCHD, MSFT | 13F-HR | 1/12/2023, 03:02 PM |
| Q3 2022 | 897 | $480M | +$57.3M | -$35.5M | +$21.9M | SCHX, AAPL, MSFT, SCHD, SCHB | 13F-HR | 11/8/2022, 11:58 AM |
| Q2 2022 | 882 | $473M | +$51M | -$29.6M | +$21.5M | SCHX, AAPL, MSFT, SCHF, FBND | 13F-HR | 7/15/2022, 01:27 PM |
| Q1 2022 | 905 | $522M | +$82.6M | -$50.3M | +$32.3M | SCHX, AAPL, MSFT, SCHF, SCHB | 13F-HR | 5/6/2022, 12:42 PM |
| Q4 2021 | 901 | $542M | +$28.9M | -$68.9M | -$40M | SCHX, AAPL, MSFT, TOTL, JPST | 13F-HR | 2/11/2022, 02:00 PM |
| Q3 2021 | 862 | $553M | +$27.2M | -$12.5M | +$14.7M | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 11/10/2021, 01:59 PM |
| Q2 2021 | 877 | $548M | +$28.6M | -$16.6M | +$11.9M | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 8/2/2021, 02:50 PM |
| Q1 2021 | 838 | $512M | +$58.7M | -$41.2M | +$17.5M | TOTL, JPST, SCHX, AAPL, SCHO | 13F-HR | 5/7/2021, 01:00 PM |
| Q4 2020 | 794 | $477M | +$49.8M | -$48.6M | +$1.2M | JPST, TOTL, SCHO, AAPL, SCHX | 13F-HR | 2/11/2021, 02:18 PM |
| Q3 2020 | 762 | $437M | +$37.7M | -$40.4M | -$2.66M | SCHO, JPST, TOTL, AAPL, SCHX | 13F-HR | 11/13/2020, 01:47 PM |
| Q2 2020 | 766 | $434M | +$78.4M | -$63.8M | +$14.6M | SCHO, JPST, SCHX, BSCL, AAPL | 13F-HR | 8/10/2020, 03:36 PM |
| Q1 2020 | 747 | $362M | +$78.6M | -$36.3M | +$42.3M | SCHB, BSCL, SCHX, WINC, BOND | 13F-HR | 5/13/2020, 01:52 PM |
| Q4 2019 | 745 | $400M | +$27M | -$19.6M | +$7.38M | SCHB, BSCL, SCHX, AAPL, BSCK | 13F-HR | 2/13/2020, 01:59 PM |
| Q3 2019 | 748 | $365M | +$26.4M | -$28.9M | -$2.52M | SCHB, BSCL, SCHX, BSCK, AAPL | 13F-HR | 11/12/2019, 12:05 PM |
| Q2 2019 | 725 | $364M | +$36.8M | -$33.4M | +$3.36M | SCHB, BSCK, BSCL, SCHX, SCHF | 13F-HR | 8/8/2019, 01:44 PM |
| Q1 2019 | 727 | $349M | +$28.5M | -$18.1M | +$10.4M | BSCJ, SCHB, SCHX, BSCK, AAPL | 13F-HR | 4/26/2019, 01:35 PM |
| Q4 2018 | 760 | $308M | +$65.5M | -$11.7M | +$53.7M | BSCJ, SCHB, SCHX, BSCK, SCHF | 13F-HR | 2/25/2019, 10:41 AM |
| Q3 2018 | 672 | $288M | +$24.1M | -$14M | +$10.1M | BSCJ, AAPL, MSFT, BSCK, SCHM | 13F-HR | 11/8/2018, 01:31 PM |
| Q2 2018 | 660 | $262M | +$57.5M | -$68.5M | -$11M | BSCJ, AAPL, MSFT, SCHM, BSCK | 13F-HR | 8/14/2018, 11:06 AM |
| Q1 2018 | 637 | $269M | +$27.1M | -$40.1M | -$13M | BSCK, BSCJ, BSCM, SCHD, AAPL | 13F-HR | 4/19/2018, 12:42 PM |
| Q4 2017 | 658 | $287M | +$36.3M | -$46M | -$9.68M | BSCK, BSCJ, BSCL, BSCM, AAPL | 13F-HR | 2/13/2018, 02:38 PM |
| Q3 2017 | 654 | $293M | +$16.5M | -$6.58M | +$9.92M | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 11/14/2017, 02:24 PM |
| Q2 2017 | 594 | $278M | +$24M | -$14.4M | +$9.59M | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 8/4/2017, 03:21 PM |
| Q1 2017 | 595 | $263M | +$74.3M | -$38.9M | +$35.4M | BSCJ, BSCK, BSCL, BSCM, AAPL | 13F-HR | 5/12/2017, 01:26 PM |
| Q4 2016 | 629 | $218M | +$30.7M | -$12.3M | +$18.5M | BSCJ, AAPL, GE, USB, WFC | 13F-HR | 1/31/2017, 12:10 PM |
| Q3 2016 | 633 | $193M | +$20.8M | -$21M | -$219K | AAPL, PG, GE, JNJ, USB | 13F-HR | 11/1/2016, 01:15 PM |
| Q2 2016 | 604 | $192M | +$7.34M | -$6.45M | +$893K | GE, AAPL, JNJ, T, MCD | 13F-HR | 8/12/2016, 01:47 PM |
| Q1 2016 | 586 | $186M | +$15.8M | -$4.16M | +$11.7M | AAPL, GE, MCD, JNJ, WFC | 13F-HR | 4/21/2016, 11:10 AM |
| Q4 2015 | 588 | $170M | +$11.7M | -$12.8M | -$1.14M | GE, AAPL, WFC, MCD, JNJ | Restatement | 3/10/2016, 08:44 AM |
| Q4 2015 | 588 | $170M | +$11.7M | -$12.8M | -$1.14M | GE, AAPL, WFC, MCD, JNJ | Restatement | 3/10/2016, 08:23 AM |
| Q3 2015 | 600 | $165M | +$7.26M | -$5.43M | +$1.83M | AAPL, WFC, GE, JNJ, PEP | 13F-HR | 11/6/2015, 04:54 PM |
| Q2 2015 | 604 | $177M | +$14.6M | -$5.45M | +$9.18M | AAPL, WFC, GE, JNJ, USB | Restatement | 7/31/2015, 04:21 PM |
| Q1 2015 | 568 | $170M | +$43.7M | -$9.23M | +$34.5M | AAPL, WFC, GE, JNJ, USB | 13F-HR | 5/1/2015, 02:07 PM |
| Q4 2014 | 423 | $107M | $0 | $0 | SCHD, GE, WFC, JNJ, CVX | 13F-HR | 2/6/2015, 06:18 PM |