$269 Million is the total value of VALLEY NATIONAL ADVISERS INC's 706 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 23.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCM | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2022 | $14,043,000 | +0.6% | 676,130 | +2.5% | 5.22% | +7.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $9,835,000 | +47.7% | 200,587 | +54.1% | 3.66% | +57.9% |
| AAPL | Buy | APPLE INC | $8,844,000 | -0.0% | 52,709 | +0.8% | 3.29% | +6.9% |
| BSCN | Buy | CLAYMORE EXCHANGE TRD FD TR2023 corp bond | $7,110,000 | +54.2% | 348,676 | +57.5% | 2.64% | +64.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $6,674,000 | +22.3% | 126,209 | +23.2% | 2.48% | +30.8% |
| MSFT | Buy | MICROSOFT CORP | $6,525,000 | +14.4% | 71,488 | +7.2% | 2.43% | +22.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,100,000 | +35.8% | 80,853 | +37.3% | 1.90% | +45.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,098,000 | +49.0% | 151,242 | +50.6% | 1.90% | +59.3% |
| UNP | Buy | UNION PAC CORP | $4,034,000 | +8.8% | 30,011 | +8.5% | 1.50% | +16.3% |
| AMGN | Buy | AMGEN INC | $3,932,000 | +20.1% | 23,066 | +22.5% | 1.46% | +28.4% |
| EMR | Buy | EMERSON ELEC CO | $3,360,000 | 0.0% | 49,200 | +2.0% | 1.25% | +6.9% |
| HAS | Buy | HASBRO INC | $3,175,000 | +7.5% | 37,667 | +15.9% | 1.18% | +15.0% |
| PEP | Buy | PEPSICO INC | $3,024,000 | +4.6% | 27,703 | +14.9% | 1.12% | +11.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,006,000 | +14.3% | 43,485 | +15.4% | 1.12% | +22.3% |
| CVS | Buy | CVS HEALTH CORP | $2,913,000 | +35.6% | 46,828 | +58.0% | 1.08% | +45.0% |
| PFE | Buy | PFIZER INC | $2,696,000 | +27.2% | 75,970 | +29.9% | 1.00% | +36.0% |
| LOW | Buy | LOWES COS INC | $2,508,000 | -2.9% | 28,582 | +2.8% | 0.93% | +3.8% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $2,335,000 | +4.4% | 38,661 | +1.8% | 0.87% | +11.6% |
| AMZN | Buy | AMAZON COM INC | $2,303,000 | +65.4% | 1,591 | +33.7% | 0.86% | +76.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,080,000 | +4.8% | 32,614 | +6.0% | 0.77% | +12.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,018,000 | +66.2% | 70,310 | +61.9% | 0.75% | +77.7% |
| DIS | Buy | DISNEY WALT CO | $1,819,000 | +169.1% | 18,109 | +187.8% | 0.68% | +187.7% |
| BDX | Buy | BECTON DICKINSON & CO | $1,815,000 | +22.7% | 8,377 | +21.2% | 0.68% | +31.3% |
| GE | Buy | GENERAL ELECTRIC CO | $1,715,000 | -19.2% | 127,208 | +4.6% | 0.64% | -13.6% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,663,000 | +50.1% | 39,773 | +48.4% | 0.62% | +60.5% |
| BSCI | Buy | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $1,640,000 | +1.2% | 77,592 | +1.0% | 0.61% | +8.3% |
| WSM | Buy | WILLIAMS SONOMA INC | $1,612,000 | +95.9% | 30,556 | +91.9% | 0.60% | +109.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,603,000 | +6.9% | 8,038 | +6.2% | 0.60% | +14.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,572,000 | +28.9% | 45,993 | +51.0% | 0.58% | +37.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,425,000 | -9.3% | 19,100 | +1.7% | 0.53% | -2.9% |
| LAZ | Buy | LAZARD LTD | $1,047,000 | +5.2% | 19,921 | +5.1% | 0.39% | +12.4% |
| XT | Buy | ISHARES TRexponential tech | $1,017,000 | +29.6% | 27,957 | +26.2% | 0.38% | +38.5% |
| TJX | Buy | TJX COS INC NEW | $1,001,000 | +5461.1% | 12,278 | +5080.6% | 0.37% | +6100.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $963,000 | +56.8% | 6,055 | +61.7% | 0.36% | +67.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $928,000 | +3.2% | 895 | +4.9% | 0.34% | +10.2% |
| BCE | Buy | BCE INC | $855,000 | -7.0% | 19,866 | +3.8% | 0.32% | -0.6% |
| PFS | Buy | PROVIDENT FINL SVCS INC | $799,000 | +12.1% | 31,212 | +18.1% | 0.30% | +19.8% |
| CELG | Buy | CELGENE CORP | $717,000 | -14.3% | 8,035 | +0.2% | 0.27% | -8.2% |
| WELL | New | WELLTOWER INC | $668,000 | – | 12,265 | +100.0% | 0.25% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $638,000 | +6.7% | 4,687 | +5.5% | 0.24% | +13.9% |
| WU | Buy | WESTERN UN CO | $620,000 | +19.9% | 32,222 | +18.4% | 0.23% | +28.3% |
| IR | Buy | INGERSOLL-RAND PLC | $610,000 | +64.0% | 7,139 | +71.3% | 0.23% | +76.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $599,000 | +26.9% | 10,267 | +54.4% | 0.22% | +36.0% |
| MRK | Buy | MERCK & CO INC | $540,000 | +4.7% | 9,905 | +8.1% | 0.20% | +12.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $539,000 | +3.1% | 4,901 | +0.2% | 0.20% | +9.9% |
| FULT | Buy | FULTON FINL CORP PA | $511,000 | +12.1% | 28,791 | +12.9% | 0.19% | +19.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $507,000 | -1.0% | 4,184 | +0.2% | 0.19% | +6.2% |
| ATGE | Buy | ADTALEM GLOBAL ED INC | $475,000 | +14.2% | 9,997 | +1.1% | 0.18% | +22.1% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $474,000 | -6.3% | 3,494 | +0.1% | 0.18% | 0.0% |
| MS | Buy | MORGAN STANLEY | $463,000 | +10.5% | 8,579 | +7.5% | 0.17% | +17.8% |
| FTS | New | FORTIS INC | $446,000 | – | 13,217 | +100.0% | 0.17% | – |
| WMT | Buy | WALMART INC | $431,000 | +15.2% | 4,846 | +28.0% | 0.16% | +23.1% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $429,000 | +8480.0% | 4,071 | +7169.6% | 0.16% | +7900.0% |
| ORCL | Buy | ORACLE CORP | $415,000 | +167.7% | 9,070 | +176.0% | 0.15% | +185.2% |
| PRF | Buy | POWERSHARES ETF TRUSTftse rafi 1000 | $404,000 | -1.7% | 3,669 | +1.4% | 0.15% | +4.9% |
| MMM | Buy | 3M CO | $401,000 | -6.5% | 1,828 | +0.3% | 0.15% | 0.0% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $395,000 | +14.2% | 4,501 | +10.5% | 0.15% | +22.5% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $389,000 | +17.5% | 7,444 | +15.5% | 0.14% | +26.1% |
| BAC | Buy | BANK AMER CORP | $380,000 | +11.1% | 12,665 | +9.4% | 0.14% | +18.5% |
| CAT | Buy | CATERPILLAR INC DEL | $332,000 | +21.2% | 2,252 | +29.4% | 0.12% | +29.5% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $329,000 | +17.9% | 10,556 | +12.2% | 0.12% | +25.8% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $308,000 | +5.8% | 3,051 | +6.8% | 0.12% | +13.9% |
| CVX | Buy | CHEVRON CORP NEW | $308,000 | -6.7% | 2,701 | +2.6% | 0.12% | 0.0% |
| WYND | Buy | WYNDHAM WORLDWIDE CORP | $296,000 | +322.9% | 2,589 | +330.8% | 0.11% | +358.3% |
| RJF | Buy | RAYMOND JAMES FINANCIAL INC | $292,000 | +5.4% | 3,271 | +5.3% | 0.11% | +13.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $289,000 | +3.2% | 4,574 | +0.1% | 0.11% | +10.3% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $266,000 | +23.1% | 3,952 | +8.5% | 0.10% | +32.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $251,000 | +79.3% | 10,244 | +93.4% | 0.09% | +89.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $231,000 | -0.4% | 5,231 | +1.1% | 0.09% | +6.2% |
| CRM | Buy | SALESFORCE COM INC | $220,000 | +126.8% | 1,895 | +99.5% | 0.08% | +141.2% |
| DWM | Buy | WISDOMTREE TRintl equity fd | $220,000 | +18.9% | 4,014 | +21.1% | 0.08% | +28.1% |
| DE | Buy | DEERE & CO | $220,000 | -0.9% | 1,417 | +0.1% | 0.08% | +6.5% |
| AMTD | Buy | TD AMERITRADE HLDG CORP | $212,000 | +26.9% | 3,573 | +9.4% | 0.08% | +36.2% |
| KHC | Buy | KRAFT HEINZ CO | $195,000 | -17.4% | 3,134 | +3.3% | 0.07% | -11.0% |
| HD | Buy | HOME DEPOT INC | $188,000 | -3.6% | 1,054 | +2.4% | 0.07% | +2.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $186,000 | -2.6% | 1,205 | +1.0% | 0.07% | +4.5% |
| MPC | Buy | MARATHON PETE CORP | $183,000 | +1425.0% | 2,497 | +1326.9% | 0.07% | +1600.0% |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $181,000 | – | 1,539 | +100.0% | 0.07% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $181,000 | +11.7% | 1,958 | +19.7% | 0.07% | +19.6% |
| SEP | Buy | SPECTRA ENERGY PARTNERS LP | $156,000 | +200.0% | 4,624 | +254.3% | 0.06% | +222.2% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $148,000 | +12.1% | 431 | +22.8% | 0.06% | +19.6% |
| CHE | Buy | CHEMED CORP NEW | $134,000 | +12.6% | 492 | +0.2% | 0.05% | +22.0% |
| SIRI | Buy | SIRIUS XM HLDGS INC | $127,000 | +16.5% | 20,425 | +0.0% | 0.05% | +23.7% |
| CLX | Buy | CLOROX CO DEL | $117,000 | -10.0% | 881 | +0.6% | 0.04% | -2.2% |
| SLB | Buy | SCHLUMBERGER LTD | $109,000 | +22.5% | 1,689 | +28.4% | 0.04% | +32.3% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $108,000 | +3500.0% | 2,976 | +2876.0% | 0.04% | +3900.0% |
| TBT | Buy | PROSHARES TR | $103,000 | +9.6% | 2,841 | +2.1% | 0.04% | +15.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $103,000 | +4.0% | 470 | +2.2% | 0.04% | +11.8% |
| FTEC | New | FIDELITYmsci info tech i | $99,000 | – | 1,911 | +100.0% | 0.04% | – |
| BPL | Buy | BUCKEYE PARTNERS L Punit ltd partn | $97,000 | +10.2% | 2,607 | +47.6% | 0.04% | +16.1% |
| ARKW | New | ARK ETF TRweb x.o etf | $91,000 | – | 1,819 | +100.0% | 0.03% | – |
| C | Buy | CITIGROUP INC | $88,000 | -8.3% | 1,302 | +0.9% | 0.03% | 0.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $83,000 | +2666.7% | 756 | +2338.7% | 0.03% | +3000.0% |
| ITA | New | ISHARES TRus aer def etf | $81,000 | – | 411 | +100.0% | 0.03% | – |
| NOW | Buy | SERVICENOW INC | $79,000 | +192.6% | 476 | +130.0% | 0.03% | +222.2% |
| MDT | Buy | MEDTRONIC PLC | $79,000 | +92.7% | 981 | +93.9% | 0.03% | +107.1% |
| SIGI | Buy | SELECTIVE INS GROUP INC | $74,000 | +2.8% | 1,222 | +0.2% | 0.03% | +12.0% |
| PTLA | Buy | PORTOLA PHARMACEUTICALS INC | $67,000 | +9.8% | 2,050 | +64.0% | 0.02% | +19.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $63,000 | +384.6% | 341 | +354.7% | 0.02% | +360.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $61,000 | +7.0% | 1,306 | +4.6% | 0.02% | +15.0% |
| K | Buy | KELLOGG CO | $58,000 | -3.3% | 888 | +0.1% | 0.02% | +4.8% |
| NKE | Buy | NIKE INCcl b | $56,000 | +7.7% | 836 | +0.4% | 0.02% | +16.7% |
| LPT | New | LIBERTY PPTY TRsh ben int | $57,000 | – | 1,434 | +100.0% | 0.02% | – |
| ET | Buy | ENERGY TRANSFER EQUITY L P | $54,000 | -14.3% | 3,773 | +3.5% | 0.02% | -9.1% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $52,000 | +2.0% | 1,899 | +3.5% | 0.02% | +5.6% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $46,000 | +21.1% | 666 | +30.3% | 0.02% | +30.8% |
| NVDA | Buy | NVIDIA CORP | $43,000 | +79.2% | 185 | +46.8% | 0.02% | +100.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $40,000 | +81.8% | 764 | +41.5% | 0.02% | +87.5% |
| HRB | Buy | BLOCK H & R INC | $41,000 | -2.4% | 1,600 | +0.3% | 0.02% | 0.0% |
| GPC | Buy | GENUINE PARTS CO | $39,000 | -7.1% | 439 | +0.5% | 0.02% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $37,000 | 0.0% | 352 | +0.3% | 0.01% | +7.7% |
| HPQ | Buy | HP INC | $34,000 | +3.0% | 1,562 | +0.1% | 0.01% | +18.2% |
| CMC | Buy | COMMERCIAL METALS CO | $29,000 | +61.1% | 1,430 | +67.3% | 0.01% | +83.3% |
| AGN | Buy | ALLERGAN PLC | $27,000 | +68.8% | 158 | +62.9% | 0.01% | +66.7% |
| NFLX | Buy | NETFLIX INC | $24,000 | +140.0% | 81 | +62.0% | 0.01% | +200.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $21,000 | 0.0% | 223 | +0.5% | 0.01% | +14.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $21,000 | -4.5% | 401 | +0.2% | 0.01% | 0.0% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $21,000 | – | 315 | +100.0% | 0.01% | – |
| COF | Buy | CAPITAL ONE FINL CORP | $18,000 | 0.0% | 187 | +5.6% | 0.01% | +16.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $19,000 | +11.8% | 232 | +10.0% | 0.01% | +16.7% |
| F | Buy | FORD MTR CO DEL | $20,000 | -9.1% | 1,796 | +0.1% | 0.01% | -12.5% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $16,000 | +33.3% | 183 | +40.8% | 0.01% | +50.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $17,000 | +13.3% | 170 | +9.7% | 0.01% | +20.0% |
| PSI | New | POWERSHARES ETF TRUSTdyn semct port | $13,000 | – | 251 | +100.0% | 0.01% | – |
| HOG | Buy | HARLEY DAVIDSON INC | $14,000 | -17.6% | 337 | +0.3% | 0.01% | -16.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $13,000 | -7.1% | 177 | +1.7% | 0.01% | 0.0% |
| OLED | Buy | UNIVERSAL DISPLAY CORP | $12,000 | -29.4% | 117 | +17.0% | 0.00% | -33.3% |
| TD | Buy | TORONTO DOMINION BK ONT | $12,000 | +20.0% | 209 | +18.1% | 0.00% | +33.3% |
| VUZI | Buy | VUZIX CORP | $10,000 | +66.7% | 1,731 | +73.1% | 0.00% | +100.0% |
| WWE | Buy | WORLD WRESTLING ENTMT INCcl a | $12,000 | +20.0% | 330 | +0.3% | 0.00% | +33.3% |
| FNB | Buy | FNB CORP PA | $11,000 | +120.0% | 849 | +143.3% | 0.00% | +100.0% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $10,000 | +11.1% | 246 | +16.0% | 0.00% | +33.3% |
| MCK | Buy | MCKESSON CORP | $10,000 | +25.0% | 68 | +36.0% | 0.00% | +33.3% |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $8,000 | – | 220 | +100.0% | 0.00% | – |
| V | Buy | VISA INC | $8,000 | +33.3% | 68 | +36.0% | 0.00% | +50.0% |
| NXPI | New | NXP SEMICONDUCTORS N V | $6,000 | – | 50 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $6,000 | – | 42 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $2,000 | – | 56 | +100.0% | 0.00% | – |
| SDOW | New | PROSHARES TRultrapro dow 30 | $2,000 | – | 100 | +100.0% | 0.00% | – |
| WPZ | New | WILLIAMS PARTNERS L P NEW | $3,000 | – | 96 | +100.0% | 0.00% | – |
| FNG | New | ADVISORSHARES TRnew tech media | $2,000 | – | 104 | +100.0% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| USMV | Buy | ISHARES TRmin vol usa etf | $4,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| KARS | New | KRANESHARES TRelec veh futur | $2,000 | – | 100 | +100.0% | 0.00% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $3,000 | – | 166 | +100.0% | 0.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FRPT | New | FRESHPET INC | $0 | – | 4 | +100.0% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD | $0 | – | 50 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $0 | – | 6 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 9 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $0 | – | 5 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $1,000 | – | 17 | +100.0% | 0.00% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 40 | +29.0% | 0.00% | – |
| SLS | New | SELLAS LIFE SCIENCES GROUP I | $0 | – | 4 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $1,000 | – | 68 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $0 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 2.8% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 13.0% |
| MCDONALDS CORP | 36 | Q3 2023 | 2.7% |
| WELLS FARGO CO NEW | 36 | Q3 2023 | 2.9% |
| PEPSICO INC | 36 | Q3 2023 | 2.5% |
View VALLEY NATIONAL ADVISERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
View VALLEY NATIONAL ADVISERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.