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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: 2020-05-13) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 22,288,000 368,826 6.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 19,923,000 950,056 5.50%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 19,739,000 322,271 5.45%
LEGG MASON ETF INVT TR    (WESTN AST SHRT) 14,696,000 650,855 4.06%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 13,634,000 128,418 3.76%
APPLE INC    (COM) AAPL 12,395,000 48,742 3.42%
SSGA ACTIVE TR    (SPDR DBLELN SHRT) 12,054,000 249,975 3.33%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 11,706,000 235,679 3.23%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 11,559,000 550,183 3.19%
MICROSOFT CORP    (COM) MSFT 10,716,000 67,948 2.96%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 10,189,000 212,439 2.81%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 7,077,000 136,807 1.95%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 7,007,000 166,206 1.93%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 6,432,000 248,932 1.77%
AMGEN INC    (COM) AMGN 6,379,000 31,463 1.76%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 4,917,000 95,445 1.35%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 4,737,000 105,315 1.30%
COMCAST CORP NEW    (CL A) CMCSA 4,448,000 129,387 1.22%
DISNEY WALT CO    (COM DISNEY) DIS 3,871,000 40,076 1.06%
AMAZON COM INC    (COM) AMZN 3,716,000 1,906 1.02%


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MAJOR GURUS:
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