Valley National Advisers Inc
CIK Number: 0000773411
554.22M
Market Value
754
# of Holdings
21 months
Avg. Holding Period
36.16%
Win Rate
16.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Ca... | 21.91 | +0.64% | 1.72M | +199.20% | 39.88M | 13.12 | 7.16% |
| 2 | AAPL | Apple Inc. | 211.21 | +0.51% | 121.79K | +2.02% | 30.5M | 38.92 | 5.48% |
| 3 | SCHB | Schwab U.S. Broad Ma... | 21.35 | +0.57% | 1.07M | +185.17% | 24.25M | 13.44 | 4.35% |
| 4 | SCHG | Schwab U.S. Large-Ca... | 25.40 | +0.63% | 667.33K | +333.15% | 18.6M | 17.02 | 3.34% |
| 5 | MSFT | Microsoft Corporatio... | 394.04 | +0.74% | 43.3K | -4.48% | 18.25M | 98.04 | 3.28% |
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