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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 841 | $645,568,000 | +$72,741,547 | -$82,374,409 | -$9,632,862 | SCHX, SCHB, SCHG, AAPL, FBND | 13F-HR | 17 Oct 2025, 11:47 |
| Q2 2025 | 810 | $612,528,000 | +$24,272,364 | -$12,896,810 | +$11,375,554 | SCHX, SCHB, SCHG, AAPL, MSFT | 13F-HR | 22 Jul 2025, 12:46 |
| Q1 2025 | 813 | $554,188,000 | +$41,010,481 | -$24,242,633 | +$16,767,848 | SCHX, AAPL, SCHB, FBND, SCHG | 13F-HR | 25 Apr 2025, 12:51 |
| Q4 2024 | 777 | $556,833,000 | +$113,582,856 | -$27,315,633 | +$86,267,223 | SCHX, AAPL, SCHB, SCHG, MSFT | 13F-HR | 24 Jan 2025, 13:05 |
| Q3 2024 | 738 | $553,796,000 | +$66,166,158 | -$220,988,068 | -$154,821,910 | SCHX, AAPL, SCHB, MSFT, SCHF | 13F-HR | 24 Oct 2024, 12:22 |
| Q2 2024 | 1,181 | $673,530,000 | +$28,967,412 | -$25,422,906 | +$3,544,506 | SCHX, AAPL, MSFT, SCHF, SCHG | 13F-HR | 18 Jul 2024, 10:40 |
| Q1 2024 | 1,006 | $587,241,000 | +$30,439,622 | -$24,164,727 | +$6,274,895 | SCHX, AAPL, MSFT, SCHB, SCHG | 13F-HR | 19 Apr 2024, 10:57 |
| Q4 2023 | 1,004 | $550,313,000 | +$34,629,428 | -$30,392,876 | +$4,236,552 | SCHX, AAPL, MSFT, FBND, SCHB | 13F-HR | 25 Jan 2024, 12:38 |
| Q3 2023 | 923 | $499,822,000 | +$18,014,734 | -$14,785,556 | +$3,229,178 | SCHX, AAPL, MSFT, FBND, SCHG | 13F-HR | 13 Nov 2023, 13:25 |
| Q2 2023 | 723 | $475,277,001 | +$12,555,628 | -$17,451,167 | -$4,895,539 | SCHX, AAPL, MSFT, SCHD, SCHB | 13F-HR | 31 Jul 2023, 13:21 |
| Q1 2023 | 787 | $492,050,000 | +$19,813,359 | -$15,017,220 | +$4,796,139 | SCHX, AAPL, MSFT, FBND, SCHB | 13F-HR | 26 Apr 2023, 12:49 |
| Q4 2022 | 767 | $518,196,004 | +$69,534,175 | -$44,398,509 | +$25,135,666 | SCHX, AAPL, SCHD, MSFT, SCHB | 13F-HR | 12 Jan 2023, 14:02 |
| Q3 2022 | 819 | $473,427,095 | +$62,460,187 | -$35,178,880 | +$27,281,307 | SCHX, AAPL, MSFT, SCHD, SCHB | 13F-HR | 08 Nov 2022, 10:58 |
| Q2 2022 | 791 | $450,048,095 | +$49,598,031 | -$28,525,358 | +$21,072,673 | SCHX, AAPL, MSFT, FBND, SCHD | 13F-HR | 15 Jul 2022, 13:27 |
| Q1 2022 | 828 | $492,606,329 | +$77,208,030 | -$48,342,664 | +$28,865,366 | SCHX, AAPL, MSFT, SCHB, SCHM | 13F-HR | 06 May 2022, 12:42 |
| Q4 2021 | 842 | $539,841,100 | +$28,898,166 | -$57,275,095 | -$28,376,929 | SCHX, AAPL, MSFT, TOTL, JPST | 13F-HR | 11 Feb 2022, 13:00 |
| Q3 2021 | 837 | $552,657,000 | +$27,187,294 | -$12,521,837 | +$14,665,457 | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 10 Nov 2021, 13:59 |
| Q2 2021 | 858 | $547,792,000 | +$28,583,594 | -$16,635,456 | +$11,948,138 | TOTL, SCHX, JPST, AAPL, MSFT | 13F-HR | 02 Aug 2021, 14:50 |
| Q1 2021 | 812 | $511,852,000 | +$58,699,930 | -$41,209,713 | +$17,490,217 | TOTL, JPST, SCHX, AAPL, SCHO | 13F-HR | 07 May 2021, 13:00 |
| Q4 2020 | 740 | $475,361,348 | +$49,389,508 | -$41,150,893 | +$8,238,615 | JPST, TOTL, SCHO, AAPL, SCHX | 13F-HR | 11 Feb 2021, 13:18 |
| Q3 2020 | 703 | $436,700,023 | +$37,597,138 | -$38,905,150 | -$1,308,012 | SCHO, JPST, TOTL, AAPL, SCHX | 13F-HR | 13 Nov 2020, 12:47 |
| Q2 2020 | 704 | $434,091,011 | +$78,411,429 | -$62,668,025 | +$15,743,404 | SCHO, JPST, SCHX, BSCL, AAPL | 13F-HR | 10 Aug 2020, 15:36 |
| Q1 2020 | 692 | $361,781,007 | +$78,582,977 | -$33,214,950 | +$45,368,027 | SCHB, BSCL, SCHX, WINC, BOND | 13F-HR | 13 May 2020, 13:52 |
| Q4 2019 | 708 | $366,121,014 | +$26,110,401 | -$6,246,486 | +$19,863,915 | SCHB, BSCL, AAPL, BSCK, MSFT | 13F-HR | 13 Feb 2020, 12:59 |
| Q3 2019 | 710 | $364,570,061 | +$26,338,231 | -$21,978,773 | +$4,359,458 | SCHB, BSCL, SCHX, BSCK, AAPL | 13F-HR | 12 Nov 2019, 11:05 |
| Q2 2019 | 682 | $363,660,000 | +$36,809,023 | -$32,923,187 | +$3,885,836 | SCHB, BSCK, BSCL, SCHX, SCHF | 13F-HR | 08 Aug 2019, 13:44 |
| Q1 2019 | 682 | $349,045,000 | +$28,515,570 | -$17,688,429 | +$10,827,141 | BSCJ, SCHB, SCHX, BSCK, AAPL | 13F-HR | 26 Apr 2019, 13:35 |
| Q4 2018 | 699 | $308,126,000 | +$65,520,987 | -$7,244,514 | +$58,276,473 | BSCJ, SCHB, SCHX, BSCK, SCHF | 13F-HR | 25 Feb 2019, 09:41 |
| Q3 2018 | 636 | $288,416,000 | +$24,083,844 | -$9,962,176 | +$14,121,668 | BSCJ, AAPL, MSFT, BSCK, SCHM | 13F-HR | 08 Nov 2018, 12:31 |
| Q2 2018 | 610 | $261,906,015 | +$57,484,737 | -$8,273,167 | +$49,211,570 | BSCJ, AAPL, MSFT, SCHM, BSCK | 13F-HR | 14 Aug 2018, 11:06 |
| Q1 2018 | 594 | $268,880,008 | +$27,127,077 | -$23,710,948 | +$3,416,129 | BSCKXXXX, BSCJXXXX, BSCMXXXX, SCHD, AAPL | 13F-HR | 19 Apr 2018, 12:42 |
| Q4 2017 | 596 | $287,463,015 | +$36,348,418 | -$37,654,098 | -$1,305,680 | BSCKXXXX, BSCJXXXX, BSCLXXXX, BSCMXXXX, AAPL | 13F-HR | 13 Feb 2018, 13:38 |
| Q3 2017 | 593 | $292,667,016 | +$16,497,022 | -$6,318,572 | +$10,178,450 | BSCJXXXX, BSCKXXXX, BSCLXXXX, BSCMXXXX, AAPL | 13F-HR | 14 Nov 2017, 13:24 |
| Q2 2017 | 556 | $278,260,013 | +$24,068,815 | -$13,671,713 | +$10,397,102 | BSCJXXXX, BSCKXXXX, BSCLXXXX, BSCMXXXX, AAPL | 13F-HR | 04 Aug 2017, 15:21 |
| Q1 2017 | 556 | $262,536,004 | +$74,289,746 | -$38,238,553 | +$36,051,193 | BSCJXXXX, BSCKXXXX, BSCLXXXX, BSCMXXXX, AAPL | 13F-HR | 12 May 2017, 13:26 |
| Q4 2016 | 589 | $217,520,004 | +$30,842,366 | -$10,605,896 | +$20,236,470 | BSCJXXXX, AAPL, GEXXXX, USB, WFC | 13F-HR | 31 Jan 2017, 11:10 |
| Q3 2016 | 569 | $193,440,010 | +$20,779,869 | -$20,241,452 | +$538,417 | AAPL, PG, GEXXXX, JNJ, USB | 13F-HR | 01 Nov 2016, 13:15 |
| Q2 2016 | 563 | $192,243,000 | +$7,350,251 | -$5,810,613 | +$1,539,638 | GEXXXX, AAPL, JNJ, T, MCD | 13F-HR | 12 Aug 2016, 13:47 |
| Q1 2016 | 555 | $186,413,000 | +$15,847,284 | -$3,777,376 | +$12,069,908 | AAPL, GEXXXX, MCD, JNJ, WFC | 13F-HR | 21 Apr 2016, 11:10 |
| Q4 2015 | 562 | $169,674,000 | +$11,696,100 | -$10,352,296 | +$1,343,804 | GEXXXX, AAPL, WFC, MCD, JNJ | Restatement | 10 Mar 2016, 07:44 |
| Q4 2015 | 562 | $169,674,000 | +$11,696,100 | -$10,352,296 | +$1,343,804 | GEXXXX, AAPL, WFC, MCD, JNJ | Restatement | 10 Mar 2016, 07:23 |
| Q3 2015 | 560 | $165,060,000 | +$7,258,435 | -$3,472,261 | +$3,786,174 | AAPL, WFC, GEXXXX, JNJ, PEP | 13F-HR | 06 Nov 2015, 15:54 |
| Q2 2015 | 574 | $177,006,000 | +$14,636,479 | -$5,018,348 | +$9,618,131 | AAPL, WFC, GEXXXX, JNJ, USB | Restatement | 31 Jul 2015, 16:21 |
| Q1 2015 | 536 | $169,737,000 | +$53,692,726 | -$10,169,544 | +$43,523,182 | AAPL, WFC, GEXXXX, JNJ, USB | 13F-HR | 01 May 2015, 14:07 |
| Q4 2014 | 299 | $101,723,464 | $0 | GEXXXX, WFC, JNJ, CVX, MCD | 13F-HR | 06 Feb 2015, 17:18 |