Long-term investor
Valley National Advisers Inc. @valleynationaladvisersin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000773411).
Record
- Tracked since 2025-06-30 (484 days), 1401 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.5% · 1 year +10.0% · all +10.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524201 · 7.2% · long · since 2025-09-30
- 808524300 · 4.8% · long · since 2025-09-30
- AAPL · 4.6% · long · since 2025-09-30
- 922908744 · 4.2% · long · since 2025-09-30
- 316092113 · 3.5% · long · since 2026-03-31
- 316188309 · 3.3% · long · since 2025-09-30
- 808524805 · 3.0% · long · since 2025-09-30
- 808524102 · 3.0% · long · since 2025-09-30
- 14020G101 · 2.8% · long · since 2026-03-31
- MSFT · 2.1% · long · since 2025-09-30
- 25434V203 · 1.9% · long · since 2025-09-30
- 72201R775 · 1.8% · long · since 2025-09-30