Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
96.2K
+ 0.83%
$47.4 - $52.99 $4.56M - $5.1M
11.7M $597M
VGIT
Vanguard Intermediate Term Tre

ETFs
268K
+ 10.68%
$57.44 - $59.4 $15.4M - $15.9M
2.78M $165M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
195K
+ 3.36%
$48.43 - $49.9 $9.46M - $9.74M
6M $299M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
279K
+ 3.64%
$49.78 - $53.19 $13.9M - $14.8M
7.95M $406M
GUNR
Flexshares Tr Morningstar Glob

ETFs
115K
+ 3.44%
$36.6 - $39.56 $4.21M - $4.55M
3.46M $134M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
104K
+ 2.47%
$42.5 - $46.71 $4.41M - $4.85M
4.31M $195M
SPSB
Spdr Portfolio Short Term Corp

ETFs
246K
+ 3.29%
$29.82 - $30.1 $7.34M - $7.41M
7.74M $233M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
134K
+ 5.25%
$49.67 - $51.43 $6.67M - $6.9M
2.69M $137M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
161K
+ 20.97%
$50.39 - $50.66 $8.13M - $8.17M
930K $47.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
88.6K
+ 7.02%
$76.94 - $78.28 $6.81M - $6.93M
1.35M $106M
VEU
Vanguard Ftse All World Ex Us

ETFs
79.6K
+ 14.23%
$56.51 - $62.98 $4.5M - $5.02M
639K $38.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
45.3K
+ 6.1%
$105.1 - $109.61 $4.76M - $4.97M
787K $85.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.2K
+ 1.83%
$74.85 - $84.89 $1.06M - $1.21M
791K $64.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
125K
+ 3.2%
$22.98 - $24.13 $2.86M - $3.01M
4.02M $95.9M
HYLB
Xtrackers Usd High Yield Corp

ETFs
140K
+ 3.2%
$35.96 - $36.72 $5.03M - $5.13M
4.51M $163M
CGGO
Capital Group Global Growth Eq

ETFs
197K
+ 63.62%
$28.33 - $30.84 $5.59M - $6.09M
508K $14.4M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
41.7K
+ 133.36%
$99.16 - $99.52 $4.13M - $4.15M
72.9K $7.25M
DWM
Wisdomtree Tr

ETFs
44.3K
+ 17.23%
$52.19 - $59.86 $2.31M - $2.65M
302K $17.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
45.8K
+ 29.9%
$126.86 - $146.45 $5.82M - $6.71M
199K $25.3M
XLV
Select Sector Spdr Fund Health

ETFs
18.9K
+ 20.19%
$137.61 - $149.68 $2.61M - $2.83M
113K $16.5M
CGCP
Capital Group Core Plus Income

ETFs
149K
+ 95.84%
$21.94 - $22.64 $3.26M - $3.37M
304K $6.83M
REET
Ishares Global Reit ETF

ETFs
69K
+ 1.22%
$23.24 - $25.16 $1.6M - $1.74M
5.71M $139M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
40.1K
+ 2.96%
$44.68 - $46.49 $1.79M - $1.87M
1.39M $64.6M
CGUS
Capital Group Core Equity ETF
102K
+ 36.99%
$33.08 - $36.62 $3.37M - $3.73M
377K $12.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
50.6K
+ 23.99%
$44.41 - $45.98 $2.25M - $2.33M
262K $11.9M
CGDV
Capital Group Divid Value ETF

ETFs
60.6K
+ 7.87%
$34.95 - $37.36 $2.12M - $2.27M
831K $29.6M
FTGC
First Trust Global Tactical CO

ETFs
56.6K
+ 11.06%
$23.95 - $25.86 $1.36M - $1.46M
569K $14.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
99.2K
+ 24.7%
$33.98 - $39.84 $3.37M - $3.95M
501K $17.1M
VNQ
Vanguard Specialized Funds Van

ETFs
19.5K
+ 10.04%
$85.55 - $94.34 $1.67M - $1.84M
214K $19.4M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
38.6K
+ 20.79%
$39.65 - $43.35 $1.53M - $1.67M
224K $9.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45K
+ 2.66%
$54.25 - $57.64 $2.44M - $2.59M
1.74M $95.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.8K
+ 19.05%
$100.34 - $100.68 $1.79M - $1.8M
111K $11.2M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
11.1K
+ 35.86%
$107.24 - $116.37 $1.19M - $1.29M
42.1K $4.9M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
27.7K
+ 1.69%
$29.72 - $31.94 $824K - $885K
1.67M $51.6M
BLD
Top Build Corp

Industrials
4.89K
New
$295.17 - $354.82 $1.44M - $1.74M
4.89K $1.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.1K
+ 4.91%
$95.85 - $99.25 $970K - $1M
216K $21.4M
XLE
Energy Sector Spdr

ETFs
7.88K
+ 9.62%
$85.7 - $93.96 $675K - $740K
89.8K $8.39M
BNDX
Vanguard Total International B

ETFs
27.5K
+ 4.43%
$48.33 - $49.5 $1.33M - $1.36M
647K $31.6M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
16.3K
+ 6.15%
$24.1 - $27.73 $393K - $452K
281K $7.63M
AFG
American Financial Group Inc

Financial Services
8.22K
New
$119.82 - $138.45 $985K - $1.14M
8.22K $1.08M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
142K
+ 5.65%
$67.03 - $74.61 $9.53M - $10.6M
2.66M $181M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.6K
+ 13.91%
$110.75 - $119.78 $952K - $1.03M
70.4K $8.14M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.68K
+ 4.84%
$88.0 - $115.5 $147K - $194K
36.3K $4.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.4K
+ 104.45%
$50.48 - $51.04 $981K - $992K
38.1K $1.93M
DGRO
Ishares Core Dividend Growth E

ETFs
15.2K
+ 16.52%
$60.46 - $64.42 $922K - $982K
108K $6.64M
XLU
Utilities Sector Spdr

ETFs
10.4K
+ 24.47%
$74.7 - $80.27 $776K - $834K
52.8K $4.17M
VT
Vanguard Total World Stk Index

ETFs
8.45K
+ 43.51%
$115.08 - $123.97 $972K - $1.05M
27.9K $3.23M
CELH
Celsius Holdings, Inc.

Consumer Defensive
23.4K
+ 201.01%
$21.28 - $35.62 $498K - $834K
35.1K $1.25M
XOM
Exxon Mobil Corp

Energy
1.71K
+ 2.62%
$105.44 - $118.93 $180K - $203K
66.7K $7.93M
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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