VALLEY NATIONAL ADVISERS INC - Portfolio overview

VALLEY NATIONAL ADVISERS INC has 920 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FELC - FIDELITY COVINGTON TRUST, 6.76%
2. SCHB - SCHWAB STRATEGIC TR, 5.55%
3. CGGR - CAPITAL GROUP GROWTH ETF, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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