{"url":"https://nivawealth.com/firms/valley-national-advisers-110788","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110788","regulatoryAum":1310550210,"crd":"110788","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7801795","suffix":null,"lastName":"Davis","firstName":"Anthony","middleName":"Alan"},{"crd":"5204219","suffix":null,"lastName":"GOLDFEDER","firstName":"JOSEPH","middleName":"FRANCIS"},{"crd":"7941857","suffix":null,"lastName":"Holbrook","firstName":"Sebastian","middleName":"William"},{"crd":"4696813","suffix":null,"lastName":"Holder","firstName":"Ingrid","middleName":null},{"crd":"6316009","suffix":null,"lastName":"MULHEARN","firstName":"RYAN","middleName":"MICHAEL"},{"crd":"4720275","suffix":null,"lastName":"PETROZELLI","firstName":"MATTHEW","middleName":"E"},{"crd":"1335487","suffix":null,"lastName":"RIDDLE","firstName":"THOMAS","middleName":"MERLE"},{"crd":"4706287","suffix":null,"lastName":"ROOF","firstName":"TIMOTHY","middleName":"GUY"},{"crd":"5974739","suffix":null,"lastName":"ROPER","firstName":"MICHAEL","middleName":"WILLIAM"},{"crd":"7979280","suffix":null,"lastName":"Rosario","firstName":"Lilian","middleName":null},{"crd":"4252935","suffix":null,"lastName":"SIEBERT","firstName":"LAURIE","middleName":"ANNE"},{"crd":"2167432","suffix":"III","lastName":"STETTNER","firstName":"FRANK","middleName":"JOHN"},{"crd":"6194428","suffix":null,"lastName":"Warch","firstName":"Michael","middleName":"E"},{"crd":"1443678","suffix":null,"lastName":"YOUNG","firstName":"DONNA","middleName":"MARIE"}],"total":14,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":1105560995,"clients":1859,"employees":15,"offices":3},{"filedOn":"2022-06-30","regulatoryAum":1254691224,"clients":1897,"employees":15,"offices":3},{"filedOn":"2023-03-31","regulatoryAum":1129285725,"clients":2097,"employees":15,"offices":3},{"filedOn":"2024-03-26","regulatoryAum":1301950845,"clients":1764,"employees":15,"offices":3},{"filedOn":"2025-03-27","regulatoryAum":1131857422,"clients":1320,"employees":12,"offices":3},{"filedOn":"2026-03-27","regulatoryAum":1310550210,"clients":1391,"employees":13,"offices":3}],"secFileNumber":"801-25126","legalName":"Valley National Advisers Inc","displayName":"Valley National Advisers","slug":"valley-national-advisers-110788","website":"https://valleynationalgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/valley-national-financial-advisors","founded":null,"organization":"Pennsylvania corporation","fiscalYearEnd":"December","headquarters":{"street":"1655 Valley Center Parkway, Suite 100","city":"Bethlehem","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18017"},"tradeNames":["Valley National Financial Advisors"],"registration":{"secApproved":"30 August 1985","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":957824.502586844,"staff":{"employees":13,"advisory":10,"brokerDealerReps":12,"insuranceAgents":9,"promoters":0},"aum":{"regulatory":1310550210,"discretionary":1304862800,"discretionaryAccounts":4910,"nonDiscretionary":5687410,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":943,"regulatoryAum":228951981},{"label":"High-net-worth individuals","clients":410,"regulatoryAum":1066984571},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":4058573},{"label":"Charitable organizations","clients":10,"regulatoryAum":4723473},{"label":"Corporations and other businesses","clients":18,"regulatoryAum":5831612}],"feePrograms":[{"role":"main","program":"Discretionary Fee Schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","versionId":1027170,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-26","documentName":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A.","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial analysis","summary":"Financial analyses on a specific financial area are billed at $200 to $500 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","versionId":1027170,"submittedOn":"2026-03-26","documentName":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A."},{"role":"other","program":"Retirement plan and outside portfolio review","summary":"Review of retirement plans or outside managed portfolios is billed at 1% a year of the total portfolio assets.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","versionId":1027170,"submittedOn":"2026-03-26","documentName":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A."},{"role":"other","program":"Tax and financial planning","summary":"Income tax planning, estate analysis and financial planning are billed at $90 to $500 an hour, depending on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","versionId":1027170,"submittedOn":"2026-03-26","documentName":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:18:03.620852+00:00","documents":[{"name":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","versionId":1027170,"submittedOn":"2026-03-26"}]},"custodians":[],"custodyNote":"Valley National Advisers does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthew Petrozelli","title":"Chief Executive Officer and Chief Compliance Officer","crd":"4720275"},{"name":"Thomas Riddle","title":"Chairman","crd":"1335487"}],"ownership":[{"label":"Thomas Riddle","detail":"Chairman in the 75% or more ownership band and a control person, since October 1984."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"755 Memorial Parkway","city":"Phillipsburg"}]},{"state":"Pennsylvania","offices":2,"addresses":[{"street":"1655 Valley Center Parkway, Suite 100","city":"Bethlehem","headquarters":true},{"street":"1837 Goucher Street","city":"Johnstown"}]}],"brochureServices":["estate planning","insurance","retirement plan services","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-868-9000","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110788/PDF/110788.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027170","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Valley National Advisers have?","answer":"Valley National Advisers has 1,391 clients and manages $1.31 billion for them, as of March 2026. They include 943 individual clients, 410 high-net-worth individuals, and 18 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Valley National Advisers offer?","answer":"Valley National Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, retirement plan services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Valley National Advisers charge?","answer":"Valley National Advisers charges 0.40%–1.00% a year for its Discretionary Fee Schedule. The fee is negotiable and requires an account of at least $500,000.","source":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A., filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Valley National Advisers have?","answer":"Valley National Advisers has 1 investment adviser representative registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Valley National Advisers invest in?","answer":"At the end of its last fiscal year, Valley National Advisers’ separately managed accounts held 98% exchange-traded equities, 1% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Valley National Advisers have a minimum investment?","answer":"Yes, Valley National Advisers’ minimum account size for its Discretionary Fee Schedule is $500K.","source":"VALLEY NATIONAL ADVISERS INC. AMENDED FORM ADV, PART 2A., filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Valley National Advisers?","answer":"Valley National Advisers’ direct owner is Thomas Riddle (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Valley National Advisers get paid?","answer":"Valley National Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Valley National Advisers?","answer":"Valley National Advisers’ main office is at 1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017. Its phone number is 610-868-9000. Its website is valleynationalgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/valley-national-advisers-110788/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-29","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/773411/000077341126000006/0000773411-26-000006-index.html","totalValue":899759103,"positionCount":1056,"top10Share":0.3810187403016472,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":62112805,"shares":2110527,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":38886876,"shares":1149139,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":36390235,"shares":166981,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":36336652,"shares":125576,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED LARGE","cusip":"316092113","value":32269653,"shares":769975,"shareType":"SH"},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":30959668,"shares":680582,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":27066987,"shares":934634,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":27057584,"shares":976808,"shareType":"SH"},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":26106179,"shares":553097,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":25638441,"shares":59166,"shareType":"SH"}],"positionsListed":200,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":62112805,"shares":2110527,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":38886876,"shares":1149139,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":36390235,"shares":166981,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":36336652,"shares":125576,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENHANCED LARGE","cusip":"316092113","value":32269653,"shares":769975,"shareType":"SH"},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":30959668,"shares":680582,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US BRD MKT ETF","cusip":"808524102","value":27066987,"shares":934634,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":27057584,"shares":976808,"shareType":"SH"},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":26106179,"shares":553097,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":25638441,"shares":59166,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"ACTIVE BD ETF","cusip":"72201R775","value":25413421,"shares":275604,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":16745787,"shares":362856,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":16354138,"shares":396464,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":14541111,"shares":38982,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US MID-CAP ETF","cusip":"808524508","value":13473792,"shares":365440,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI US GARP ETF","cusip":"46436E403","value":13258294,"shares":160609,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":12904419,"shares":27021,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":11989095,"shares":33548,"shareType":"SH"},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":10853302,"shares":35973,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR DURA BD ETF","cusip":"46431W507","value":10058590,"shares":198551,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"MSCI EMRG CHN","cusip":"46434G764","value":9527058,"shares":93129,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":8912361,"shares":281058,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":8762641,"shares":12120,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":8579287,"shares":35996,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":8577831,"shares":71769,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"EMRG MKTEQ ETF","cusip":"808524706","value":8260866,"shares":227823,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":8081392,"shares":40389,"shareType":"SH"},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHNCD LW DUR AC","cusip":"72201R718","value":7654595,"shares":80061,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":6561544,"shares":10004,"shareType":"SH"},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":6049242,"shares":16014,"shareType":"SH"},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":6040524,"shares":5036,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":5776968,"shares":44957,"shareType":"SH"},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":5497084,"shares":7465,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":5285721,"shares":9384,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":4913084,"shares":38441,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":4570062,"shares":9133,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US SML CAP ETF","cusip":"808524607","value":4299792,"shares":119009,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"ENH MID COR ETF","cusip":"31609A503","value":4280588,"shares":105485,"shareType":"SH"},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":4263866,"shares":59262,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MRGSTR MD CP GRW","cusip":"464288307","value":3998143,"shares":40673,"shareType":"SH"},{"issuer":"GILEAD SCIENCES INC","titleOfClass":"COM","cusip":"375558103","value":3897316,"shares":30848,"shareType":"SH"},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":3865719,"shares":7588,"shareType":"SH"},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":3763688,"shares":9476,"shareType":"SH"},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":3717543,"shares":10266,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":3715979,"shares":11352,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP VL IDXVIP","cusip":"922908512","value":3698225,"shares":18716,"shareType":"SH"},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":3554083,"shares":19646,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":3527775,"shares":81775,"shareType":"SH"},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":3309928,"shares":6739,"shareType":"SH"},{"issuer":"ABRDN FDS","titleOfClass":"INTL SMA CAP ETF","cusip":"003022266","value":3260489,"shares":88962,"shareType":"SH"},{"issuer":"MONOLITHIC PWR SYS INC","titleOfClass":"COM","cusip":"609839105","value":3244472,"shares":2347,"shareType":"SH"},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":3204072,"shares":18172,"shareType":"SH"},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":3182604,"shares":22008,"shareType":"SH"},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":3155872,"shares":14313,"shareType":"SH"},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":3042819,"shares":8260,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":3034759,"shares":20462,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL TEC","cusip":"46137V282","value":3023696,"shares":46879,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":3007692,"shares":7236,"shareType":"SH"},{"issuer":"C H ROBINSON WORLDWIDE IN","titleOfClass":"COM NEW","cusip":"12541W209","value":2817818,"shares":14961,"shareType":"SH"},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":2798276,"shares":9394,"shareType":"SH"},{"issuer":"WABTEC","titleOfClass":"COM","cusip":"929740108","value":2738695,"shares":10158,"shareType":"SH"},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":2725612,"shares":2787,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":2723822,"shares":7448,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":2686609,"shares":3587,"shareType":"SH"},{"issuer":"HILTON WORLDWIDE HLDGS INC","titleOfClass":"COM","cusip":"43300A203","value":2595128,"shares":7853,"shareType":"SH"},{"issuer":"AMETEK INC","titleOfClass":"COM","cusip":"031100100","value":2536376,"shares":10483,"shareType":"SH"},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":2534099,"shares":3393,"shareType":"SH"},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":2506118,"shares":13217,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":2505380,"shares":49543,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":2475137,"shares":51437,"shareType":"SH"},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":2377873,"shares":3147,"shareType":"SH"},{"issuer":"DARDEN RESTAURANTS INC","titleOfClass":"COM","cusip":"237194105","value":2278716,"shares":11061,"shareType":"SH"},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":2272439,"shares":7751,"shareType":"SH"},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":2235594,"shares":23227,"shareType":"SH"},{"issuer":"BAKER HUGHES COMPANY","titleOfClass":"CL A","cusip":"05722G100","value":2227499,"shares":40135,"shareType":"SH"},{"issuer":"TE CONNECTIVITY PLC","titleOfClass":"ORD SHS","cusip":"G87052109","value":2213880,"shares":10981,"shareType":"SH"},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":2205300,"shares":23901,"shareType":"SH"},{"issuer":"COCA-COLA EUROPACIFIC PARTNE","titleOfClass":"SHS","cusip":"G25839104","value":2205183,"shares":22036,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":2192940,"shares":30340,"shareType":"SH"},{"issuer":"LENNOX INTL INC","titleOfClass":"COM","cusip":"526107107","value":2185368,"shares":3814,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":2160062,"shares":17396,"shareType":"SH"},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":2088912,"shares":1050,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"US TECH BRKTHR","cusip":"46436E502","value":2079434,"shares":28982,"shareType":"SH"},{"issuer":"PULTE GROUP INC","titleOfClass":"COM","cusip":"745867101","value":2076189,"shares":15131,"shareType":"SH"},{"issuer":"TIDAL TRUST II","titleOfClass":"ROUNDHILL GENER","cusip":"88636J600","value":1993148,"shares":20198,"shareType":"SH"},{"issuer":"D R HORTON INC","titleOfClass":"COM","cusip":"23331A109","value":1960584,"shares":12037,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":1935380,"shares":21540,"shareType":"SH"},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1916254,"shares":4556,"shareType":"SH"},{"issuer":"PPL CORP","titleOfClass":"COM","cusip":"69351T106","value":1908648,"shares":52507,"shareType":"SH"},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":1893490,"shares":1969,"shareType":"SH"},{"issuer":"EVERCORE INC","titleOfClass":"CLASS A","cusip":"29977A105","value":1872724,"shares":5485,"shareType":"SH"},{"issuer":"REPUBLIC SVCS INC","titleOfClass":"COM","cusip":"760759100","value":1855761,"shares":8709,"shareType":"SH"},{"issuer":"BLACKSTONE INC","titleOfClass":"COM","cusip":"09260D107","value":1848707,"shares":15711,"shareType":"SH"},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":1836044,"shares":8198,"shareType":"SH"},{"issuer":"HCA HEALTHCARE INC","titleOfClass":"COM","cusip":"40412C101","value":1827772,"shares":4688,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":1817637,"shares":4912,"shareType":"SH"},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":1792618,"shares":5694,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"ITL HDG QTLY DIV","cusip":"97717X594","value":1761791,"shares":33635,"shareType":"SH"},{"issuer":"CINTAS CORP","titleOfClass":"COM","cusip":"172908105","value":1713376,"shares":10074,"shareType":"SH"},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1685118,"shares":1582,"shareType":"SH"},{"issuer":"STERIS PLC","titleOfClass":"SHS USD","cusip":"G8473T100","value":1680139,"shares":7979,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":1665658,"shares":13387,"shareType":"SH"},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":1661076,"shares":6145,"shareType":"SH"},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1634235,"shares":13913,"shareType":"SH"},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":1616812,"shares":4745,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1590055,"shares":10062,"shareType":"SH"},{"issuer":"COHERENT CORP","titleOfClass":"COM","cusip":"19247G107","value":1570386,"shares":3981,"shareType":"SH"},{"issuer":"ENTERPRISE PRODS PARTNERS L","titleOfClass":"COM","cusip":"293792107","value":1560356,"shares":42447,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1543601,"shares":2433,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"FUTU EXPO TE ETF","cusip":"46434V381","value":1527757,"shares":18489,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":1497700,"shares":2,"shareType":"SH"},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":1484829,"shares":10373,"shareType":"SH"},{"issuer":"SALESFORCE INC","titleOfClass":"COM","cusip":"79466L302","value":1480266,"shares":9449,"shareType":"SH"},{"issuer":"RESMED INC","titleOfClass":"COM","cusip":"761152107","value":1460618,"shares":7495,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":1449151,"shares":5759,"shareType":"SH"},{"issuer":"ROLLINS INC","titleOfClass":"COM","cusip":"775711104","value":1446646,"shares":34658,"shareType":"SH"},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":1439707,"shares":2756,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":1433198,"shares":18910,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US L","cusip":"808524771","value":1424991,"shares":45820,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":1420896,"shares":9696,"shareType":"SH"},{"issuer":"PENTAIR PLC","titleOfClass":"SHS","cusip":"G7S00T104","value":1415254,"shares":18461,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP INDEX","cusip":"921910873","value":1367877,"shares":4999,"shareType":"SH"},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP BIOT","cusip":"78464A870","value":1365210,"shares":8627,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":1343268,"shares":15594,"shareType":"SH"},{"issuer":"MERCADOLIBRE INC","titleOfClass":"COM","cusip":"58733R102","value":1335846,"shares":787,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":1330195,"shares":14682,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1266129,"shares":3583,"shareType":"SH"},{"issuer":"PAYCOM SOFTWARE INC","titleOfClass":"COM","cusip":"70432V102","value":1258755,"shares":10016,"shareType":"SH"},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"JUST US LRG CP","cusip":"381430396","value":1232993,"shares":11556,"shareType":"SH"},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":1221476,"shares":7794,"shareType":"SH"},{"issuer":"BROADRIDGE FINL SOLUTIONS IN","titleOfClass":"COM","cusip":"11133T103","value":1188429,"shares":8678,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":1135260,"shares":6936,"shareType":"SH"},{"issuer":"APOLLO GLOBAL MGMT INC","titleOfClass":"COM","cusip":"03769M106","value":1048453,"shares":8862,"shareType":"SH"},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1047640,"shares":9250,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"GLOBAL X COPPER","cusip":"37954Y830","value":1029243,"shares":13372,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1015874,"shares":3613,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":1013893,"shares":1745,"shareType":"SH"},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":1010831,"shares":3716,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1006332,"shares":3962,"shareType":"SH"},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":921920,"shares":3609,"shareType":"SH"},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":897800,"shares":888,"shareType":"SH"},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":882361,"shares":3381,"shareType":"SH"},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":875809,"shares":2784,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":871274,"shares":755,"shareType":"SH"},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":868045,"shares":4697,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"GLBL X MLP ETF","cusip":"37954Y343","value":851191,"shares":16036,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":809815,"shares":3741,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":802547,"shares":9711,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":795517,"shares":3362,"shareType":"SH"},{"issuer":"ALLEGION PLC","titleOfClass":"ORD SHS","cusip":"G0176J109","value":774943,"shares":5516,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":729095,"shares":4972,"shareType":"SH"},{"issuer":"ETF SER SOLUTIONS","titleOfClass":"DEFIANCE SPACE A","cusip":"26922A289","value":725058,"shares":7629,"shareType":"SH"},{"issuer":"MONDELEZ INTL INC","titleOfClass":"CL A","cusip":"609207105","value":696137,"shares":12036,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG ADVAN ETF","cusip":"46436E619","value":683340,"shares":15727,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US CORP BD","cusip":"921910691","value":680890,"shares":10849,"shareType":"SH"},{"issuer":"REGENERON PHARMACEUTICALS","titleOfClass":"COM","cusip":"75886F107","value":680232,"shares":1091,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":677286,"shares":15996,"shareType":"SH"},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":672973,"shares":3547,"shareType":"SH"},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":668661,"shares":11735,"shareType":"SH"},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":663940,"shares":2965,"shareType":"SH"},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":658819,"shares":2980,"shareType":"SH"},{"issuer":"CAPITAL ONE FINL CORP","titleOfClass":"COM","cusip":"14040H105","value":649026,"shares":3235,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":646193,"shares":8955,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"SHOR MAT MUN ETF","cusip":"46431W838","value":642645,"shares":12756,"shareType":"SH"},{"issuer":"FULTON FINL CORP PA","titleOfClass":"COM","cusip":"360271100","value":636705,"shares":26321,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":634734,"shares":1698,"shareType":"SH"},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":634466,"shares":10504,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR US AGRGT","cusip":"46435U549","value":616664,"shares":13007,"shareType":"SH"},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"HIGH DIVID ETF","cusip":"316092840","value":603296,"shares":10007,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":590752,"shares":1929,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":587879,"shares":1738,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":581272,"shares":10350,"shareType":"SH"},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":561906,"shares":2688,"shareType":"SH"},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":561255,"shares":1160,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":541527,"shares":3962,"shareType":"SH"},{"issuer":"PROVIDENT FINL SVCS INC","titleOfClass":"COM","cusip":"74386T105","value":535101,"shares":22635,"shareType":"SH"},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":529573,"shares":3911,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":500687,"shares":2628,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ISHARES BIOTECH","cusip":"464287556","value":498417,"shares":2621,"shareType":"SH"},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":493715,"shares":23851,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":487358,"shares":4740,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":481972,"shares":17584,"shareType":"SH"},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":477972,"shares":1941,"shareType":"SH"},{"issuer":"TRUIST FINL CORP","titleOfClass":"COM","cusip":"89832Q109","value":477385,"shares":9582,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":474665,"shares":507,"shareType":"SH"},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":473469,"shares":9608,"shareType":"SH"},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM DIS ETF","cusip":"92204A108","value":469587,"shares":1184,"shareType":"SH"},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":458196,"shares":390,"shareType":"SH"},{"issuer":"VANECK ETF TRUST","titleOfClass":"RARE EAR STR ETF","cusip":"92189H805","value":457014,"shares":5164,"shareType":"SH"},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":434079,"shares":7367,"shareType":"SH"},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":432032,"shares":1449,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":427601,"shares":3876,"shareType":"SH"},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":426268,"shares":598,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":417998,"shares":5188,"shareType":"SH"},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"DJ INTERNT IDX","cusip":"33733E302","value":414552,"shares":1566,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE DIVID ETF","cusip":"46435U861","value":402485,"shares":6534,"shareType":"SH"},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":400929,"shares":5125,"shareType":"SH"},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":399378,"shares":2860,"shareType":"SH"},{"issuer":"FIFTH THIRD BANCORP","titleOfClass":"COM","cusip":"316773100","value":396073,"shares":7026,"shareType":"SH"},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":392868,"shares":2593,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}