Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
1.44M
+ 134.38%
$57.78 - $60.4 $83.3M - $87M
2.51M $146M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
98.2K
+ 4.06%
$69.3 - $74.3 $6.81M - $7.3M
2.52M $180M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
54.3K
+ 54.76%
$129.96 - $144.97 $7.05M - $7.87M
153K $21.4M
SPMD
Spdr Portfolio

ETFs
137K
+ 2.33%
$54.13 - $59.56 $7.4M - $8.14M
6M $328M
IOO
Ishares Tr Global 100 ETF

ETFs
63K
+ 731.03%
$97.46 - $103.45 $6.14M - $6.52M
71.6K $7.22M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
45.5K
+ 53.17%
$100.24 - $101.35 $4.57M - $4.62M
131K $13.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
163K
+ 3.13%
$44.33 - $49.55 $7.23M - $8.09M
5.38M $242M
SCHR
Schwab Intermediate Term Us Tr

ETFs
242K
+ 320.52%
$24.19 - $50.58 $5.86M - $12.2M
318K $7.71M
IWY
Ishares Tr Russell 200 Growth

ETFs
10.4K
+ 11.16%
$216.72 - $244.71 $2.25M - $2.54M
103K $24.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
71.4K
+ 6.0%
$77.02 - $78.58 $5.5M - $5.61M
1.26M $97.5M
IWL
Ishares Tr Russell 200 ETF

ETFs
25K
+ 151.2%
$138.92 - $149.97 $3.48M - $3.76M
41.6K $6.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.04M
+ 223.13%
$26.93 - $84.95 $54.8M - $173M
2.95M $80.5M
HYG
Ishares Tr

ETFs
43K
+ 76.97%
$78.09 - $80.04 $3.36M - $3.44M
98.9K $7.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
41.8K
+ 36.86%
$77.86 - $79.27 $3.25M - $3.31M
155K $12.1M
DWM
Wisdomtree Tr

ETFs
75K
+ 41.13%
$52.54 - $57.11 $3.94M - $4.28M
257K $13.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
66K
+ 9.39%
$50.37 - $50.6 $3.33M - $3.34M
769K $38.7M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
123K
+ 1444.11%
$23.42 - $24.2 $2.88M - $2.98M
131K $3.08M
CGGR
Capital Group Growth ETF Shs C

ETFs
53.9K
+ 15.51%
$34.49 - $39.24 $1.86M - $2.12M
402K $14.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.66K
+ 11.25%
$213.65 - $479.86 $356K - $798K
16.5K $6.64M
BSY
Bentley Systems Inc

Technology
58.9K
New
$46.59 - $51.09 $2.75M - $3.01M
58.9K $2.75M
CMF
Ishares California Muni Bond E

ETFs
43.7K
+ 276.5%
$56.66 - $58.1 $2.47M - $2.54M
59.5K $3.41M
CGDV
Capital Group Divid Value ETF

ETFs
80.5K
+ 11.67%
$35.16 - $37.12 $2.83M - $2.99M
770K $27.2M
EBND
Spdr Bloomberg Emerging Market

ETFs
114K
+ 69.83%
$19.53 - $21.1 $2.24M - $2.42M
278K $5.44M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
56.6K
+ 43.99%
$40.41 - $45.12 $2.29M - $2.56M
185K $7.51M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
54.2K
+ 25.7%
$33.7 - $37.69 $1.83M - $2.04M
265K $9.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
18.4K
+ 144.01%
$99.0 - $99.5 $1.83M - $1.83M
31.2K $3.1M
OVLY
Oak Valley Bancorp

Financial Services
59K
New
$25.32 - $31.84 $1.49M - $1.88M
59K $1.73M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
45.2K
+ 27.24%
$44.87 - $46.86 $2.03M - $2.12M
211K $9.47M
CGUS
Capital Group Core Equity ETF
42.8K
+ 18.44%
$33.96 - $36.24 $1.46M - $1.55M
275K $9.62M
FTGC
First Trust Global Tactical CO

ETFs
63.1K
+ 14.05%
$23.23 - $24.25 $1.47M - $1.53M
512K $12.2M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
14.7K
+ 89.98%
$108.6 - $115.42 $1.59M - $1.7M
31K $3.39M
IVV
Ishares Core S&P 500 ETF

ETFs
1.29K
+ 2.28%
$570.51 - $610.59 $738K - $790K
58.1K $34.2M
CGCP
Capital Group Core Plus Income

ETFs
66.5K
+ 74.85%
$22.13 - $23.17 $1.47M - $1.54M
155K $3.45M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
16.3K
New
$79.95 - $89.42 $1.3M - $1.45M
16.3K $1.36M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
56.4K
+ 92.99%
$22.72 - $23.0 $1.28M - $1.3M
117K $2.67M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
57.1K
+ 116.4%
$21.43 - $22.55 $1.22M - $1.29M
106K $2.29M
MUB
Ishares National Muni Bond ETF

ETFs
12.3K
+ 18.37%
$105.78 - $108.7 $1.3M - $1.33M
79K $8.42M
ACN
Accenture PLC

Technology
3.3K
+ 22.66%
$343.9 - $376.86 $1.14M - $1.24M
17.9K $6.29M
WMT
Walmart Inc.

Consumer Defensive
6.54K
+ 11.51%
$79.1 - $95.7 $517K - $626K
63.3K $5.72M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
47.3K
+ 64.79%
N/A
120K $2.86M
IBDV
Ishares Tr

Technology
49.9K
New
$21.24 - $22.15 $1.06M - $1.1M
49.9K $1.06M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.51K
New
$119.61 - $136.3 $1.02M - $1.16M
8.51K $1.05M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.2K
+ 69.28%
$49.87 - $52.46 $1.06M - $1.11M
51.7K $2.58M
CGGO
Capital Group Global Growth Eq

ETFs
42.8K
+ 15.99%
$29.21 - $30.67 $1.25M - $1.31M
310K $9.06M
INTU
Intuit Inc

Technology
1.5K
+ 81.91%
$602.01 - $706.25 $902K - $1.06M
3.33K $2.09M
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.0%
$179.17 - $207.15 $538 - $621
119K $22.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.6K
New
$50.62 - $50.97 $942K - $949K
18.6K $943K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
36.5K
+ 208.45%
$25.06 - $25.59 $914K - $934K
54K $1.36M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42.3K
+ 148.08%
$21.81 - $22.48 $922K - $950K
70.8K $1.55M
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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