StockDriftsStockDriftsTop 50 Valley National Advisers Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 6.79% | 2.05M | $52.4M | +3.78%(+74.42K) | $14.98(+94.71%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4% | 1.06M | $30.9M | +6.45%(+64.36K) | $21.54(+59.31%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.93% | 154.8K | $30.4M | +7.25%(+10.46K) | $163.68(+27.30%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.75% | 635.0K | $29.0M | +7.78%(+45.86K) | $45.76(-0.55%) | 2026-03-31 | |
| FELC | FIDELITY COVINGTON TRUST | 3.71% | 790.9K | $28.7M | new | $37.28(+11.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.42% | 104.1K | $26.4M | -1.36%(-1.44K) | $57.86(+416.51%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.08% | 258.1K | $23.8M | +0.78%(+2.01K) | $93.49(-1.83%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.07% | 958.4K | $23.7M | +14.75%(+123.15K) | $17.79(+53.54%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.05% | 938.3K | $23.6M | -14.86%(-163.71K) | $13.75(+107.70%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.94% | 564.7K | $22.7M | new | $42.33(+9.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.49% | +38.59% |
| Top 20 Holdings Unweighted | +11.54% | +38.77% |
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