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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

VALLEY NATIONAL ADVISERS INC INSTITUTION : VALLEY NATIONAL ADVISERS INC
VALLEY NATIONAL ADVISERS INC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-12) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 27,413,000 385,986 7.51%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 20,275,000 953,687 5.55%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 19,758,000 278,558 5.41%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 14,896,000 699,342 4.08%
APPLE INC    (COM) AAPL 11,880,000 53,042 3.25%
MICROSOFT CORP    (COM) MSFT 10,914,000 78,504 2.99%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 10,879,000 341,462 2.98%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 9,845,000 174,124 2.69%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2019 CB) 8,208,000 389,384 2.25%
AMGEN INC    (COM) AMGN 6,310,000 32,608 1.73%
COMCAST CORP NEW    (CL A) CMCSA 5,867,000 130,146 1.60%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 5,764,000 82,666 1.58%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 5,708,000 104,205 1.56%
DISNEY WALT CO    (COM DISNEY) DIS 5,504,000 42,236 1.50%
MCDONALDS CORP    (COM) MCD 4,445,000 20,701 1.21%
UNION PACIFIC CORP    (COM) UNP 4,439,000 27,407 1.21%
MARATHON PETE CORP    (COM) MPC 4,410,000 72,592 1.20%
HONEYWELL INTL INC    (COM) HON 4,051,000 23,940 1.11%
LOWES COS INC    (COM) LOW 3,918,000 35,632 1.07%
CAPITAL ONE FINL CORP    (COM) COF 3,497,000 38,434 0.95%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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