Valley National Bancorp

Holdings as of Dec 31, 2014 · filed Feb 9, 2015

$81903
Portfolio value
225
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Vanguard S/T Corp Bond $5691 6.95% +5975 +9.12%
2 Ishares 1-3 Year Treasury Bond Fund Etf $5689 6.95% -10971 -14.00%
3 Spdr Barclays Investment Gra $4801 5.86% -2762 -1.72%
4 Spdr S&P 500 Etf Trust $4167 5.09% +339 +1.70%
5 Vanguard Short Term Corp Bd $3918 4.78% +46 +0.09%
6 Ishares Tips Bond Etf $3082 3.76% -404 -1.45%
7 Johnson & Johnson $2250 2.75% -964 -4.29%
8 Valley National Bancorp $2226 2.72% -88079 -27.75%
9 Procter & Gamble Co $2220 2.71% -817 -3.24%
10 Vanguard Total Bond Market $1886 2.30% +122 +0.54%
11 Pepsico Inc $1676 2.05% -697 -3.79%
12 Ishs National Amt-Free Muni Bond Etf $1656 2.02% +14 +0.09%
13 Exxon Mobil Corp $1646 2.01% -1135 -5.99%
14 Ishares Iboxx $ Inv Gr Corp Bond Eft $1597 1.95% -214 -1.58%
15 Spdr Db Intl Gov Infl Prot Bond Fund $1579 1.93% +1378 +5.23%
16 Waste Management $1399 1.71% -1100 -3.88%
17 Ishares Russell 2000 Etf $1289 1.57% -381 -3.41%
18 Ishares Dow Jones Us Real Est Index Fund $1136 1.39% +47 +0.32%
19 Ishares Msci Emerging Market Etf $1104 1.35% -380 -1.33%
20 Philip Morris Intl $1029 1.26% -352 -2.71%
21 Pfizer Inc $977 1.19% -2446 -7.23%
22 Diageo Plc- Spons Adr $963 1.18% -150 -1.75%
23 Nextera Energy Inc $899 1.10% -87 -1.02%
24 Teva Pharmaceutical Inds Ltd Adr $844 1.03% -425 -2.82%
25 Vanguard Ftse Europe $828 1.01% -15 -0.09%
26 Conocophillips $802 0.98% -726 -5.88%
27 Qualcomm Inc $763 0.93% -189 -1.81%
28 General Electric Co $754 0.92% -12900 -30.18%
29 Spdr S&P Dividend Etf $753 0.92% +273 +2.94%
30 Spdr Barclays Capital Intl $745 0.91% -62 -0.46%
31 Baxter Intl Inc $722 0.88% -125 -1.25%
32 Whole Foods Market $721 0.88% +7880 +122.55%
33 Twenty First Century Fox Inc $682 0.83% +140 +0.79%
34 Jpmorgan Chase & Co $681 0.83% -200 -1.81%
35 Schlumberger Ltd $657 0.80% +124 +1.64%
36 Monsanto Company $638 0.78% -542 -9.21%
37 Dow Chemical Company $594 0.73% +1927 +17.36%
38 Baker Hughes Inc. $575 0.70% -200 -1.91%
39 Blackrock Build America Bondfund $532 0.65% +7700 +47.27%
40 Itc Holdings Corporation $525 0.64% Held
41 Int'l Business Machines $521 0.64% -875 -21.21%
42 Mondelez International Inc $516 0.63% -874 -5.79%
43 Fmc Corporation $498 0.61% +200 +2.34%
44 Vanguard Info Tech $497 0.61% -168 -3.41%
45 Wells Fargo & Co New $484 0.59% -433 -4.67%
46 Apple Inc $467 0.57% +203 +5.04%
47 Bp Plc Sponsored Adr $466 0.57% -240 -1.93%
48 E M C Corp Mass $431 0.53% Held
49 United Parcel Service Inc Cl B $423 0.52% Held
50 Spdr Gold Trust $412 0.50% +57 +1.60%
51 Verizon Communications $380 0.46% -27 -0.33%
52 Ishares U.S. Oil Equipment & Services Etf $371 0.45% +263 +3.67%
53 Oracle Corp $364 0.44% -102 -1.24%
54 National Oilwell Varco $357 0.44% Held
55 Nuveen Nj Div Adv Muni Fund $357 0.44% NEW BUY
56 At&T Inc $343 0.42% Held
57 Zoetis Inc $297 0.36% +1720 +33.30%
58 Bank Of New York Mellon Corp $296 0.36% +3000 +69.77%
59 Manulife Finl Corp $296 0.36% Held
60 Alerian Mlp Etf $294 0.36% +236 +1.43%
61 Amgen Inc $287 0.35% -100 -5.26%
62 Microsoft Corp $286 0.35% -4690 -43.21%
63 America Movil Sab De Cv Sponsored Adr-Series $272 0.33% +3675 +42.73%
64 Restoration Hardware Holding $271 0.33% +985 +53.53%
65 Intel Corp $270 0.33% -2300 -23.63%
66 Disney Walt Company $256 0.31% -1336 -33.00%
67 United Technologies Corp $256 0.31% -1958 -46.76%
68 General Motors $252 0.31% +6200 +604.88%
69 Automatic Data Processing $233 0.28% -125 -4.27%
70 Merck & Co Inc New $219 0.27% -947 -19.70%
71 Now Inc $199 0.24% +3300 +74.17%
72 Cst Brands Inc $192 0.23% +3100 +238.46%
73 Chevron Corp New $178 0.22% -108 -6.39%
74 American Express Co $172 0.21% -300 -13.95%
75 Abbvie Inc $170 0.21% Held
76 3m Co $156 0.19% Held
77 Alere Inc $154 0.19% Held
78 Union Pac Corp $153 0.19% -318 -19.88%
79 Ishares Msci Taiwan Etf $133 0.16% -247 -2.74%
80 News Corp New $133 0.16% Held
81 Rockwell Automation Inc. $133 0.16% Held
82 Connectone Bancorp $124 0.15% Held
83 Home Depot Inc $114 0.14% +88 +8.80%
84 Public Service Enterprise Group $109 0.13% Held
85 Abbott Laboratories $104 0.13% +56 +2.50%
86 Hewlett Packard Co $104 0.13% Held
87 Lennar Corporation $103 0.13% Held
88 Mcdonald's Corporation $103 0.13% Held
89 Bank Of America Corporation $100 0.12% -1873 -25.17%
90 Royal Dutch Shell Plc Spons Adr A $97 0.12% -200 -12.06%
91 Colgate Palmolive Co $95 0.12% +35 +2.59%
92 Express Scripts Holding Co $92 0.11% -163 -13.05%
93 Ishares Select Dividend Dividend Etf $92 0.11% Held
94 Int'l Flavors & Fragrances $91 0.11% Held
95 Barrick Gold Corp $90 0.11% -450 -5.11%
96 Corning Inc $90 0.11% Held
97 Duke Energy Corp New $86 0.11% Held
98 Kimberly Clark Corp $86 0.11% Held
99 Emerson Electric Co $85 0.10% +55 +4.16%
100 Oneok Inc New $85 0.10% Held
101 Metlife Inc $84 0.10% +151 +10.75%
102 Time Warner Inc $80 0.10% +188 +25.07%
103 Marriott International Class A $79 0.10% Held
104 Praxair Inc $78 0.10% Held
105 Berkshire Hathaway Inc Del Cl B New $75 0.09% -500 -50.00%
106 Ecolab Inc $73 0.09% Held
107 Lowes Cos Inc $72 0.09% +136 +14.78%
108 Honeywell Intl Inc $71 0.09% +113 +18.83%
109 Principal Financial Group $71 0.09% Held
110 Pnc Finl Svcs Group Inc $69 0.08% Held
111 Xerox Corp $67 0.08% +750 +18.52%
112 Cisco Systems Inc $66 0.08% -230 -8.79%
113 Edwards Lifesciences Corp $64 0.08% Held
114 Abb Ltd- Spon Adr $59 0.07% Held
115 Costco Wholesale Corp $59 0.07% +19 +4.75%
116 Visa Inc Cl A $59 0.07% Held
117 Du Pont E I De Nemours & Co $58 0.07% -363 -31.57%
118 Ishares Msci Eafe Etf $58 0.07% +512 +113.78%
119 Johnson Ctls Inc $58 0.07% Held
120 Texas Instruments Inc Common $57 0.07% Held
121 Citigroup Inc $56 0.07% +132 +14.67%
122 Cvs Health Corporation $53 0.06% +56 +11.18%
123 Marathon Petroleum Corp. $53 0.06% Held
124 Travelers Companies Inc $52 0.06% Held
125 Vodafone Group Plc $51 0.06% +443 +41.32%
126 Dentsply Intl Inc New $50 0.06% -300 -24.33%
127 Campbell Soup Co $46 0.06% Held
128 Accenture Plc $44 0.05% +45 +10.00%
129 General Mills Inc $43 0.05% +62 +8.27%
130 Coca Cola Co $42 0.05% Held
131 Sigma Aldrich Corp $41 0.05% Held
132 Cdk Global Inc $38 0.05% NEW BUY
133 Marathon Oil Corp $37 0.05% +129 +11.03%
134 Freeport-Mcmoran Inc $35 0.04% +139 +10.37%
135 Zimmer Hldgs Inc $34 0.04% Held
136 Ishares Russell Mid-Cap Etf $32 0.04% NEW BUY
137 Sealed Air Corp New $32 0.04% Held
138 Tiffany & Co $32 0.04% Held
139 Sirona Dental Systems Inc $31 0.04% Held
140 Southern Co $31 0.04% Held
141 Pimco Mun Income Fd $28 0.03% Held
142 Invesco Value Municipal Income Trust $27 0.03% Held
143 Prudential Finl Inc $27 0.03% -175 -36.84%
144 Ishares 2o+ Year Treasury Bond Etf $26 0.03% NEW BUY
145 Macys Inc $26 0.03% Held
146 Ameriprise Finl Inc $24 0.03% Held
147 Cabot Corp $22 0.03% Held
148 Us Bancorp Del $22 0.03% -275 -35.48%
149 Eaton Vance Nj Mun Bd Fd $21 0.03% Held
150 Allstate Corp Common $17 0.02% Held
151 Hartford Finl Services $17 0.02% -517 -55.83%
152 Nuveen Municipal Value Fund $16 0.02% Held
153 Nabors Industries $15 0.02% -200 -14.81%
154 Blackrock Nj Muni Income Trust $15 0.02% Held
155 Total S A Sponsored Adr $15 0.02% Held
156 Goldcorp Inc $14 0.02% -300 -28.57%
157 Spectra Energy Corp $14 0.02% Held
158 Tyco International Plc $13 0.02% NEW BUY
159 Range Resources $13 0.02% Held
160 Sothebys Holdings Inc $13 0.02% Held
161 Unitedhealth Group Inc $13 0.02% NEW BUY
162 Church & Dwight Co $12 0.01% Held
163 Newmont Mining Corp $11 0.01% Held
164 Avago Technologies $10 0.01% NEW BUY
165 Comcast Corp New Class A $10 0.01% NEW BUY
166 Google Inc- Cl C $10 0.01% NEW BUY
167 Broadridge Financial Solutions Inc $8 0.01% Held
168 Facebook Inc $8 0.01% NEW BUY
169 Mastercard Inc- Class A $8 0.01% NEW BUY
170 Morgan Stanley $8 0.01% NEW BUY
171 Paccar Inc $8 0.01% NEW BUY
172 Ace Ltd Shs $7 0.01% NEW BUY
173 Altria Group Inc $7 0.01% Held
174 Bhp Billiton Ltd- Spon Adr $7 0.01% Held
175 Biogen Idec Inc $7 0.01% NEW BUY
176 Bristol Myers Squibb Co $7 0.01% NEW BUY
177 Frontier Communications $7 0.01% Held
178 Occidental Pete Corp Del $7 0.01% NEW BUY
179 Spdr Nuveen Barclays S/T Municipal Bond Etf $7 0.01% Held
180 United Continental Holdings $7 0.01% NEW BUY
181 Alcoa Inc $6 0.01% +216 +108.00%
182 Celgene Corporation $6 0.01% -248 -82.67%
183 Google Inc - Cl A $6 0.01% NEW BUY
184 Humana Inc $6 0.01% NEW BUY
185 Marsh & Mclennan Cos Inc $6 0.01% NEW BUY
186 Pentair Plc $5 0.01% Held
187 Anadarko Petroleum Corp $5 0.01% NEW BUY
188 Csx Corporation $5 0.01% NEW BUY
189 Capital One Financial Corp $5 0.01% -42 -42.00%
190 Dish Network $5 0.01% NEW BUY
191 Harman International $5 0.01% NEW BUY
192 Kla-Tencor Corp $5 0.01% NEW BUY
193 Lam Research Corporation $5 0.01% NEW BUY
194 Masco Corp $5 0.01% NEW BUY
195 Priceline Group $5 0.01% NEW BUY
196 Vertex Pharmaceuticals $5 0.01% NEW BUY
197 Yum Brands $5 0.01% NEW BUY
198 Perrigo Co Plc $4 0.00% NEW BUY
199 Adobe Systems $4 0.00% NEW BUY
200 Boston Scientific Corp $4 0.00% NEW BUY
201 Charter Communication $4 0.00% NEW BUY
202 Danaher Corp Del $4 0.00% NEW BUY
203 Fluor Corporation $4 0.00% NEW BUY
204 Halyard Health Inc $4 0.00% NEW BUY
205 Mfs High Yield Municipal Trust $4 0.00% Held
206 State Street Corporation $4 0.00% NEW BUY
207 Actavis Plc $3 0.00% NEW BUY
208 Alexion Pharmaceuticals $3 0.00% NEW BUY
209 Alliance Data Systems Corp $3 0.00% NEW BUY
210 Broadcom Corp- Cl A $3 0.00% NEW BUY
211 Dominion Res Inc Va New $3 0.00% NEW BUY
212 Intercontinental Exchange $3 0.00% NEW BUY
213 Mosaic Company $3 0.00% NEW BUY
214 Nisource Inc $3 0.00% NEW BUY
215 Phillips 66 $3 0.00% -218 -82.89%
216 Stryker Corporation $3 0.00% NEW BUY
217 Tjx Cos Inc New $3 0.00% -309 -88.29%
218 Invesco Ltd Shs $2 0.00% NEW BUY
219 Flowserve Corp $2 0.00% NEW BUY
220 Kraft Foods Group $2 0.00% Held
221 Time Inc New $2 0.00% Held
222 Eog Resources Inc $1 0.00% -384 -96.00%
223 Alcatel-Lucent Sponsored Adr $0 0.00% Held
224 California Res Corp $0 0.00% NEW BUY
225 Kinder Morgan Inc Del $0 0.00% Held

Closed last quarter

Ishares Jpm $ Emerging Market Etf Devon Energy Corp L-3 Communications Holdings Nuveen Investment Quality Mun Fd Nuveen Dividend Advantage Mun Fd 2 Walgreen Co Northern Trust Corp Cenovus Energy Inc Lockheed Martin Corporation Qep Resources Inc Quest Diagnostics Inc Caterpillar Inc Del St Jude Medical Inc Tyco International Ltd Questar Corp Clorox Company Kellogg Co Meadwestvaco Corp Viacom Inc- Class B Cbs Corp Class B Non Voting Nokia Corp Sponsored Adr Silver Standard Resources

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.