VALLEY NATIONAL ADVISERS INC
Top Portfolio Positions
619 positions ·
$309,938,889 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
104,090 | $26,417,000 | 8.52% | |
| MSFT |
Microsoft Corp
Technology
|
40,466 | $14,979,298 | 4.83% | |
| LRCX |
Lam Research Corp
Technology
|
60,425 | $12,910,405 | 4.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
27,725 | $9,369,663 | 3.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,229 | $8,692,651 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,357 | $7,363,802 | 2.38% | |
| NVDA |
Nvidia Corp
Technology
|
34,338 | $5,988,547 | 1.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
44,882 | $5,398,855 | 1.74% | |
| KLAC |
Kla Corp
Technology
|
3,666 | $5,397,854 | 1.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,065 | $5,186,357 | 1.67% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625 | 45 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,563 | 45 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,480 | 45 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,507 | 45 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,340 | 45 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,430 | 45 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,576 | 45 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,978 | 145 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,240 | 232 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,731 | 182 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,350 | 182 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,643 | 182 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,146 | 182 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,640 | 182 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,943 | 82 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,134 | 82 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,428 | 55 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,229 | 55 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,057 | 55 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,036 | 55 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,065 | 30 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $987 | 30 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $952 | 30 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $822 | 30 | Shares | Sole | 2020-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||