VALLEY NATIONAL ADVISERS INC
Q4 2024 13F Holdings
- Locationbethlehem, PA
- Num holdings
769
- Value ($000)
$557
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $39.88K | 7 % | 1,720,641 | ||
AAPL APPLE INC | COM | 037833100 | $30.50K | 6 % | 121,792 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $24.25K | 4 % | 1,068,306 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.60K | 3 % | 667,326 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.25K | 3 % | 43,295 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $17.21K | 3 % | 383,672 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $15.46K | 3 % | 835,669 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.92K | 2 % | 76,303 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.47K | 2 % | 456,424 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $11.20K | 2 % | 404,244 |
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