Valmark Advisers, Inc. Purchases and Sells in Q3 2025

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

Top Buys

Incresed Positions

322 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMLF	690K + 185.95%	$68.27 - $75.58 $47.1M - $52.2M	1.06M $78.9M
VEA	294K + 2.56%	$56.02 - $60.3 $16.5M - $17.7M	11.8M $704M
SPYG	52.8K + 1.15%	$94.33 - $105.31 $4.98M - $5.56M	4.65M $485M
SPYV	237K + 2.86%	$52.12 - $55.33 $12.3M - $13.1M	8.51M $471M
SPMD	193K + 2.91%	$54.43 - $58.29 $10.5M - $11.3M	6.84M $391M
VOO	7.46K + 1.34%	$567.77 - $614.76 $4.24M - $4.59M	566K $347M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDTF	36.7K New	$23.9 - $24.45 $876K - $896K	36.7K $889K
SLYG	8.05K New	$87.69 - $96.0 $706K - $773K	8.05K $759K
MDYG	6.04K New	$87.07 - $93.06 $526K - $562K	6.04K $553K
FPX	2.9K New	$141.57 - $166.21 $410K - $481K	2.9K $481K
MDYV	5.05K New	$78.88 - $85.2 $398K - $430K	5.05K $420K
ICVT	2.97K New	$89.29 - $100.17 $265K - $298K	2.97K $297K

Top Sells

Reduced Positions

210 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	-947K - 15.13%	$42.26 - $47.16 $40M - $44.7M	5.32M $246M
UBER	-29.6K - 89.01%	$86.91 - $99.57 $2.57M - $2.95M	3.65K $357K
NVDA	-31.2K - 28.67%	$153.3 - $186.58 $4.78M - $5.82M	77.6K $14.5M
AMZN	-10.2K - 16.49%	$211.65 - $238.24 $2.15M - $2.42M	51.5K $11.3M
GLD	-7.18K - 55.5%	$300.96 - $355.47 $2.16M - $2.55M	5.75K $2.05M
JPST	-35.6K - 3.83%	$50.47 - $50.74 $1.8M - $1.8M	892K $45.3M

Activity Summary All Purchases 363 New Holdings 41 Increased Positions 322 All Sells 210 Reductions 210 Sold out 0 Calls 0 Puts 0

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