Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 73.95%
$51.14 - $57.0 $1.15M - $1.28M
52.7K $3M
SPY
Spdr S&P 500 ETF Trust

ETFs
649
+ 4.48%
$496.48 - $617.85 $322K - $401K
15.1K $9.34M
GNR
Spdr S&P Global Natural Resour

ETFs
20.8K
+ 23.43%
$45.66 - $55.03 $948K - $1.14M
109K $5.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.58K
+ 18.52%
$299.15 - $396.54 $472K - $626K
10.1K $4M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
8.75K
+ 3.9%
$37.51 - $45.52 $328K - $398K
233K $10.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.38K
+ 4.09%
$32.41 - $42.59 $174K - $229K
137K $5.82M
HYG
Ishares Tr

ETFs
11.7K
+ 14.3%
$75.75 - $80.65 $888K - $945K
93.7K $7.55M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.78K
+ 16.55%
$81.46 - $94.63 $797K - $926K
68.9K $6.52M
BNDX
Vanguard Total International B

ETFs
10K
+ 1.54%
$48.77 - $49.55 $488K - $495K
657K $32.5M
ORCL
Oracle Corp

Technology
2.03K
+ 32.82%
$122.82 - $218.63 $249K - $443K
8.2K $1.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$416.06 - $551.64 $416 - $552
10.9K $6.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.7K
+ 21.08%
$43.53 - $54.46 $466K - $583K
61.5K $3.35M
AVGO
Broadcom Inc.

Technology
260
+ 3.63%
$146.29 - $275.65 $38K - $71.7K
7.41K $2.04M
NFLX
Netflix Inc

Communication Services
33
+ 1.68%
$855.86 - $1339.13 $28.2K - $44.2K
2K $2.68M
IYW
Ishares Dj Us Tech ETF

ETFs
675
+ 3.05%
$122.57 - $173.27 $82.7K - $117K
22.8K $3.95M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.5K
+ 64.23%
$120.49 - $141.16 $663K - $777K
14.1K $1.94M
TMDX
Trans Medics Group, Inc.

Healthcare
2.5K
+ 34.6%
$67.67 - $143.04 $169K - $357K
9.71K $1.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15.5K
+ 110.93%
$50.1 - $51.02 $776K - $790K
29.4K $1.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.6K
+ 6.36%
$44.68 - $45.96 $744K - $765K
278K $12.7M
GOOG
Alphabet Inc.

Communication Services
495
+ 1.51%
$146.58 - $180.01 $72.6K - $89.1K
33.2K $5.89M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.67K
+ 6.88%
$100.35 - $100.71 $769K - $772K
119K $12M
PVAL
Putnam ETF Tr Putnam Focused L
19.1K
New
$33.6 - $40.23 $643K - $770K
19.1K $770K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
34.3K
+ 34.28%
$21.55 - $22.2 $739K - $761K
134K $2.97M
FLRN
Spdr Bloomberg Investment Grad

ETFs
24.3K
+ 2.75%
$30.29 - $30.83 $735K - $748K
907K $28M
VT
Vanguard Total World Stk Index

ETFs
3.01K
+ 10.81%
$103.16 - $128.52 $311K - $387K
30.9K $3.97M
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.8K
+ 8.64%
$24.54 - $25.07 $659K - $673K
338K $8.45M
VUG
Vanguard Growth ETF

ETFs
53
+ 0.51%
$329.49 - $438.4 $17.5K - $23.2K
10.4K $4.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.15K
+ 0.74%
$19.1 - $23.83 $41.1K - $51.3K
291K $6.93M
VGSH
Vanguard

ETFs
10.2K
+ 0.8%
$58.32 - $58.95 $592K - $599K
1.27M $74.9M
VIG
Vanguard Dividend Appreciation

ETFs
3.87K
+ 2.61%
N/A
152K $27.7M
VTV
Vanguard Value ETF

ETFs
2.4K
+ 3.64%
$153.67 - $176.74 $369K - $424K
68.3K $12.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.5K
+ 35.43%
$49.79 - $50.75 $671K - $684K
51.5K $2.62M
UBER
Uber Technologies, Inc

Technology
78
+ 0.24%
$64.62 - $93.3 $5.04K - $7.28K
33.3K $3.1M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
6.63K
+ 2.36%
$24.63 - $29.39 $163K - $195K
288K $8.31M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9.3K
+ 191.57%
$52.84 - $65.52 $491K - $609K
14.2K $927K
WMT
Walmart Inc.

Consumer Defensive
84
+ 0.13%
$81.79 - $99.98 $6.87K - $8.4K
63.2K $6.18M
EBND
Spdr Bloomberg Emerging Market

ETFs
12K
+ 4.31%
$19.57 - $21.4 $235K - $257K
291K $6.22M
MUB
Ishares National Muni Bond ETF

ETFs
6.66K
+ 8.5%
$102.31 - $105.8 $682K - $705K
85.1K $8.89M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.29K
+ 8.62%
$99.1 - $99.49 $623K - $625K
79.2K $7.87M
GE
General Electric CO

Industrials
356
+ 3.95%
$166.81 - $257.39 $59.4K - $91.6K
9.37K $2.41M
DGRO
Ishares Core Dividend Growth E

ETFs
5.79K
+ 5.38%
$55.22 - $63.94 $320K - $370K
113K $7.24M
COF
Capital One Financial Corp

Financial Services
2.83K
New
$150.57 - $212.76 $426K - $602K
2.83K $602K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
254
+ 0.42%
$50.48 - $64.85 $12.8K - $16.5K
61.1K $3.96M
RWO
Spdr Dow Jones Global Real Est

ETFs
12K
+ 13.5%
$38.85 - $45.0 $467K - $541K
101K $4.46M
IBM
International Business Machines Corp

Technology
1.15K
+ 22.94%
$221.03 - $294.78 $255K - $340K
6.17K $1.82M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
19.9K
+ 6.55%
$28.02 - $32.37 $556K - $643K
323K $10.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.5K
+ 213.04%
$35.9 - $43.76 $449K - $548K
18.4K $794K
ETN
Eaton Corp PLC

Industrials
148
+ 2.54%
$246.52 - $356.99 $36.5K - $52.8K
5.97K $2.13M
PLTR
Palantir Technologies Inc.

Technology
596
+ 6.8%
$74.01 - $144.25 $44.1K - $86K
9.36K $1.28M
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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