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Valley National Advisers Inc Buys PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, JPMorgan Ultra-Short Income, Schwab Short-Term U.S. Treasury, Sells Invesco BulletShares 2021 Corporate Bond ETF, Schwab International Equity, Schwab Fundamental Interna

Bethlehem, PA, based Investment company Valley National Advisers Inc (Current Portfolio) buys PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, JPMorgan Ultra-Short Income, Schwab Short-Term U.S. Treasury, BlackRock Inc, Fortis Inc, sells Invesco BulletShares 2021 Corporate Bond ETF, Schwab International Equity, Schwab Fundamental International Large Company Ind, Marathon Petroleum Corp, Carnival Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Valley National Advisers Inc. As of 2020Q1, Valley National Advisers Inc owns 762 stocks with a total value of $315 million. These are the details of the buys and sells.

For the details of VALLEY NATIONAL ADVISERS INC's stock buys and sells, go to https://www.gurufocus.com/guru/valley+national+advisers+inc/current-portfolio/portfolio

These are the top 5 holdings of VALLEY NATIONAL ADVISERS INC
  1. Schwab U.S. Broad Market (SCHB) - 368,826 shares, 7.07% of the total portfolio. Shares reduced by 4.86%
  2. Invesco BulletShares 2021 Corporate Bond ETF (BSCL) - 950,056 shares, 6.32% of the total portfolio. Shares reduced by 28.44%
  3. Schwab U.S. Large-Cap (SCHX) - 322,271 shares, 6.26% of the total portfolio. Shares added by 11.55%
  4. PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND) - 128,418 shares, 4.33% of the total portfolio. Shares added by 2602.97%
  5. Apple Inc (AAPL) - 48,742 shares, 3.93% of the total portfolio. Shares reduced by 7.82%
New Purchase: Perdoceo Education Corp (PRDO)

Valley National Advisers Inc initiated holding in Perdoceo Education Corp. The purchase prices were between $7.96 and $19.11, with an estimated average price of $15.68. The stock is now traded at around $14.51. The impact to a portfolio due to this purchase was 0.07%. The holding were 21,757 shares as of .

New Purchase: Ingersoll Rand Inc (IR)

Valley National Advisers Inc initiated holding in Ingersoll Rand Inc. The purchase prices were between $19.22 and $38.65, with an estimated average price of $31.97. The stock is now traded at around $25.72. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,168 shares as of .

New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Valley National Advisers Inc initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $30.35. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,468 shares as of .

New Purchase: Avanos Medical Inc (AVNS)

Valley National Advisers Inc initiated holding in Avanos Medical Inc. The purchase prices were between $20.64 and $34.41, with an estimated average price of $29.97. The stock is now traded at around $25.76. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,500 shares as of .

New Purchase: SPDR S&P Bank (KBE)

Valley National Advisers Inc initiated holding in SPDR S&P Bank. The purchase prices were between $23.13 and $47.09, with an estimated average price of $39.78. The stock is now traded at around $26.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,329 shares as of .

New Purchase: Weis Markets Inc (WMK)

Valley National Advisers Inc initiated holding in Weis Markets Inc. The purchase prices were between $32.62 and $41.66, with an estimated average price of $38.29. The stock is now traded at around $56.67. The impact to a portfolio due to this purchase was 0.01%. The holding were 500 shares as of .

Added: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

Valley National Advisers Inc added to a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr by 2602.97%. The purchase prices were between $100.37 and $112.61, with an estimated average price of $107.83. The stock is now traded at around $108.99. The impact to a portfolio due to this purchase was 4.17%. The holding were 128,418 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Valley National Advisers Inc added to a holding in JPMorgan Ultra-Short Income by 154951.97%. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.35. The impact to a portfolio due to this purchase was 3.71%. The holding were 235,679 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Valley National Advisers Inc added to a holding in Schwab Short-Term U.S. Treasury by 3155.76%. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.66. The impact to a portfolio due to this purchase was 2.18%. The holding were 136,807 shares as of .

Added: BlackRock Inc (BLK)

Valley National Advisers Inc added to a holding in BlackRock Inc by 118.72%. The purchase prices were between $327.42 and $572.48, with an estimated average price of $494.66. The stock is now traded at around $483.49. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,720 shares as of .

Added: Fortis Inc (FTS)

Valley National Advisers Inc added to a holding in Fortis Inc by 178.31%. The purchase prices were between $29.08 and $44.3, with an estimated average price of $41.07. The stock is now traded at around $36.87. The impact to a portfolio due to this purchase was 0.35%. The holding were 44,775 shares as of .

Added: Northrop Grumman Corp (NOC)

Valley National Advisers Inc added to a holding in Northrop Grumman Corp by 11764.29%. The purchase prices were between $269.86 and $384.87, with an estimated average price of $348.63. The stock is now traded at around $319.16. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,322 shares as of .

Sold Out: Vanguard Financials (VFH)

Valley National Advisers Inc sold out a holding in Vanguard Financials. The sale prices were between $42.8 and $77.51, with an estimated average price of $68.88.

Sold Out: iShares Core MSCI EAFE (IEFA)

Valley National Advisers Inc sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.

Sold Out: Wright Medical Group NV (WMGI)

Valley National Advisers Inc sold out a holding in Wright Medical Group NV. The sale prices were between $24.5 and $30.6, with an estimated average price of $29.71.

Sold Out: D.R. Horton Inc (DHI)

Valley National Advisers Inc sold out a holding in D.R. Horton Inc. The sale prices were between $28.78 and $62.05, with an estimated average price of $52.18.

Sold Out: PulteGroup Inc (PHM)

Valley National Advisers Inc sold out a holding in PulteGroup Inc. The sale prices were between $17.74 and $46.98, with an estimated average price of $38.8.

Sold Out: Toll Brothers Inc (TOL)

Valley National Advisers Inc sold out a holding in Toll Brothers Inc. The sale prices were between $13.8 and $49.25, with an estimated average price of $38.12.



Here is the complete portfolio of VALLEY NATIONAL ADVISERS INC. Also check out:

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