Portfolio (Quarterly)
Guide ↗
VALLEY NATIONAL ADVISERS INC
· CIK 0000773411| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 43 | $1K | — | SOLD |
| 82 | XXI | TWENTY ONE CAP INC | Financial Services | 119 | $1K | — | SOLD |
| 83 | UAL | UNITED AIRLS HLDGS INC | Industrials | 14 | $1K | — | SOLD |
| 84 | U | UNITY SOFTWARE INC | Technology | 41 | $1K | — | SOLD |
| 85 | WDAY | WORKDAY INC | Technology | 6 | $1K | — | SOLD |
| 86 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 9 | $1K | — | SOLD |
| 87 | IVZ | INVESCO LTD | Financial Services | 39 | $1K | — | SOLD |
Sector Allocation
Technology
36.9%
Healthcare
13.2%
Industrials
13.0%
Financial Services
11.7%
Consumer Cyclical
8.9%
Communication Services
6.0%
Consumer Defensive
4.6%
Energy
2.9%
Utilities
1.3%
Basic Materials
1.2%