Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
33.8K
+ 53.62%
$26.63 - $26.75 $900K - $904K
96.8K $2.59M
FLRN
Spdr Bloomberg Investment Grad

ETFs
27K
+ 3.16%
$30.71 - $30.87 $829K - $833K
883K $27.2M
AZEK
Azek CO Inc.

Industrials
16.3K
New
$39.61 - $52.0 $644K - $846K
16.3K $795K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.11K
New
$97.25 - $104.79 $692K - $745K
7.11K $737K
FNDX
Schwab Fundamental U S Large C

ETFs
29.8K
New
$23.03 - $25.01 $687K - $746K
29.8K $704K
RDVY
First Trust Rising Dividend Ac

ETFs
14.6K
+ 5.1%
$57.22 - $63.39 $835K - $925K
301K $17.6M
OUNZ
Van Eck Merk Gold Trust

ETFs
17.4K
+ 88.78%
$25.41 - $30.14 $443K - $525K
37.1K $1.12M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.89K
+ 13.19%
$90.0 - $96.32 $620K - $664K
59.1K $5.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.7K
+ 35.26%
$23.9 - $24.18 $591K - $598K
94.9K $2.29M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
38.1K
+ 14.39%
$31.63 - $35.22 $1.21M - $1.34M
303K $9.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.3K
+ 79.95%
$408.78 - $448.82 $531K - $583K
2.93K $1.23M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.99K
+ 9.34%
$162.48 - $175.37 $323K - $348K
23.3K $4.05M
ABBV
Abb Vie Inc.

Healthcare
1.24K
+ 14.5%
$169.2 - $216.66 $209K - $268K
9.76K $2.05M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.69K
+ 5.51%
$38.22 - $41.19 $332K - $358K
166K $6.73M
PFEB
Innovator U.S. Equity Power Bu

ETFs
14K
+ 123.94%
$35.54 - $37.44 $498K - $524K
25.3K $906K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.01K
+ 0.77%
$100.59 - $103.47 $101K - $104K
132K $13.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.02K
New
$119.38 - $161.42 $480K - $650K
4.02K $480K
GLDM
World Gold Trust

ETFs
4.65K
+ 24.5%
$52.19 - $61.89 $243K - $288K
23.6K $1.46M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.3K
+ 22.54%
$24.79 - $25.26 $430K - $438K
94.2K $2.38M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
2.49K
+ 0.49%
$23.61 - $24.38 $58.8K - $60.7K
509K $12.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.94K
+ 2.54%
$77.7 - $78.94 $306K - $311K
159K $12.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
+ 28.79%
$48.06 - $53.73 $545K - $610K
50.8K $2.48M
UBER
Uber Technologies, Inc

Technology
637
+ 1.96%
$63.17 - $81.49 $40.2K - $51.9K
33.2K $2.42M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 6.62%
$111.1 - $140.22 $118K - $149K
17.1K $2.27M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.1K
+ 15.89%
N/A
139K $3.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.42K
+ 10.91%
$551.42 - $612.93 $785K - $873K
14.5K $8.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.42K
+ 49.59%
$89.27 - $92.9 $394K - $411K
13.3K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.36K
+ 0.75%
$126.11 - $135.06 $171K - $183K
183K $23.5M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
15.2K
+ 11.58%
$23.28 - $23.95 $355K - $365K
147K $3.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.99K
+ 29.97%
$56.17 - $59.71 $393K - $417K
30.3K $1.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.5K
+ 23.36%
$22.61 - $23.14 $349K - $358K
81.6K $1.89M
IBDV
Ishares Tr

Technology
16.2K
+ 32.59%
$21.11 - $21.73 $343K - $353K
66.1K $1.44M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.3K
+ 3.77%
$48.13 - $51.78 $159K - $171K
90.9K $4.63M
FTSL
First Trust Senior Ln Fund

ETFs
8.05K
+ 25.21%
$45.65 - $46.48 $368K - $374K
40K $1.83M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.6K
+ 22.95%
$111.19 - $129.47 $178K - $207K
8.57K $1.11M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.16K
+ 88.77%
$161.13 - $209.29 $348K - $452K
4.59K $759K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
6.53K
New
$49.6 - $50.28 $324K - $328K
6.53K $328K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.5K
+ 19.06%
$22.11 - $22.43 $298K - $303K
84.3K $1.89M
IYF
Ishares Tr

ETFs
2.71K
+ 65.41%
$107.69 - $119.37 $292K - $323K
6.85K $773K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.14K
+ 31.59%
$50.72 - $50.92 $311K - $313K
25.6K $1.3M
CVS
Cvs Health Corp

Healthcare
4.52K
New
$44.22 - $68.64 $200K - $310K
4.52K $305K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.04K
+ 1.44%
$58.01 - $64.46 $60.2K - $66.9K
73.2K $4.54M
EEM
Ishares Msci Emerging Markets

ETFs
4.46K
+ 9.48%
$40.81 - $45.34 $182K - $202K
51.5K $2.25M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
5.5K
New
$41.29 - $56.94 $227K - $313K
5.5K $282K
VDE
Vanguard Energy ETF

ETFs
525
+ 2.17%
$119.14 - $132.76 $62.5K - $69.7K
24.7K $3.21M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.24K
+ 0.87%
$27.47 - $30.62 $34.1K - $38K
144K $4.27M
IYT
Ishares Tr U.S. Transportation

ETFs
4.23K
New
$63.37 - $73.39 $268K - $310K
4.23K $270K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 9.29%
$22.77 - $22.94 $247K - $249K
128K $2.93M
XLI
Industrial Sector Spdr

ETFs
2.01K
+ 54.54%
$128.78 - $141.67 $258K - $284K
5.68K $745K
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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