Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
4.76K
+ 29.35%
$148.14 - $166.23 $705K - $791K
21K $3.34M
RDVY
First Trust Rising Dividend Ac

ETFs
15.2K
+ 5.63%
$58.65 - $64.37 $894K - $982K
286K $16.9M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
18.2K
+ 7.29%
$53.38 - $60.64 $971K - $1.1M
268K $14.6M
XLU
Utilities Sector Spdr

ETFs
12.9K
+ 43.69%
$74.89 - $82.93 $967K - $1.07M
42.5K $3.21M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.8K
+ 60.16%
$49.03 - $53.35 $726K - $790K
39.4K $2.02M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
41.5K
New
$19.11 - $20.04 $794K - $833K
41.5K $797K
QTRX
Quanterix Corp

Healthcare
98.9K
+ 88.29%
$9.99 - $15.39 $988K - $1.52M
211K $2.24M
GOOG
Alphabet Inc.

Communication Services
250
+ 0.8%
$163.08 - $198.16 $40.8K - $49.5K
31.5K $6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.6K
+ 45.23%
$174.22 - $187.62 $801K - $862K
14.8K $2.59M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
6.97K
New
$109.14 - $121.63 $760K - $847K
6.97K $765K
D
Dominion Energy, Inc

Utilities
13.7K
+ 145.21%
$52.63 - $60.92 $722K - $836K
23.2K $1.25M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.2K
+ 61.12%
$24.82 - $25.48 $724K - $743K
76.9K $1.91M
XOM
Exxon Mobil Corp

Energy
11K
+ 20.4%
$105.51 - $125.37 $1.16M - $1.38M
65K $6.99M
FLRN
Spdr Bloomberg Investment Grad

ETFs
24.9K
+ 2.99%
$30.67 - $30.84 $763K - $767K
856K $26.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.81K
+ 3.31%
$126.68 - $134.74 $736K - $783K
181K $23.1M
SUM
Summit Materials, Inc.

Basic Materials
5.06K
+ 15.57%
$36.82 - $51.66 $186K - $261K
37.6K $1.9M
NKE
Nike, Inc.

Consumer Cyclical
10.8K
+ 71.49%
$73.36 - $89.13 $789K - $959K
25.8K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
719
+ 5.83%
$567.81 - $607.81 $408K - $437K
13.1K $7.65M
HNST
Honest Company, Inc.

Consumer Cyclical
2.74K
+ 1.71%
$3.36 - $8.57 $9.19K - $23.4K
163K $1.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.77K
+ 6.57%
$100.16 - $100.7 $578K - $581K
93.6K $9.39M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
122K
+ 5.01%
$50.14 - $52.56 $6.12M - $6.42M
2.56M $129M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.86K
+ 53.94%
$53.94 - $58.15 $478K - $515K
25.3K $1.43M
NOW
Service Now, Inc.

Technology
125
+ 5.36%
$867.18 - $1148.42 $108K - $144K
2.46K $2.6M
GOOGL
Alphabet Inc.

Communication Services
107
+ 0.51%
$161.86 - $196.66 $17.3K - $21K
21.1K $4M
VNQ
Vanguard Specialized Funds Van

ETFs
21.9K
+ 12.69%
$87.85 - $98.6 $1.92M - $2.16M
194K $17.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
436
+ 3.43%
$370.24 - $418.94 $161K - $183K
13.2K $5.28M
OUNZ
Van Eck Merk Gold Trust

ETFs
19.6K
New
$24.72 - $26.9 $485K - $528K
19.6K $496K
GBIL
Goldman Sachs Access Treasury

ETFs
4.89K
+ 204.86%
$99.85 - $100.22 $488K - $490K
7.27K $726K
CRM
Salesforce, Inc.

Technology
902
+ 29.73%
$270.87 - $367.87 $244K - $332K
3.94K $1.32M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.58K
+ 97.13%
$50.67 - $50.9 $485K - $488K
19.4K $985K
AVGO
Broadcom Inc.

Technology
218
+ 3.15%
$159.67 - $250.0 $34.8K - $54.5K
7.14K $1.65M
SCHO
Schwab Short Term Us Treasury

ETFs
51K
+ 163.66%
$24.06 - $48.88 $1.23M - $2.49M
82.1K $1.98M
SCHX
Schwab Strategic Tr Us Large C

ETFs
144K
+ 222.73%
$22.4 - $68.28 $3.22M - $9.83M
209K $4.83M
DGRO
Ishares Core Dividend Growth E

ETFs
9.15K
+ 11.0%
$60.73 - $64.94 $555K - $594K
92.3K $5.66M
SPSB
Spdr Portfolio Short Term Corp

ETFs
119K
+ 1.61%
$29.77 - $30.19 $3.53M - $3.58M
7.49M $224M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13K
New
$33.92 - $36.6 $439K - $474K
13K $448K
FTSL
First Trust Senior Ln Fund

ETFs
9.13K
+ 40.03%
$45.9 - $46.48 $419K - $425K
32K $1.48M
IBMP
Ishares Tr Ibonds December 202

ETFs
17K
+ 37.74%
$25.08 - $25.43 $427K - $432K
62.1K $1.56M
FQAL
Fidelity Covington Tr Quality

ETFs
6.19K
+ 97.57%
$64.43 - $68.47 $399K - $424K
12.5K $819K
QQQ
Invesco Qqq Trust, Series 1

ETFs
297
+ 2.73%
$481.22 - $538.17 $143K - $160K
11.2K $5.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11K
+ 6.96%
$49.79 - $51.14 $548K - $562K
169K $8.47M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14.6K
+ 30.21%
$26.55 - $26.67 $388K - $390K
63K $1.68M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15.6K
+ 15.5%
$25.0 - $25.11 $391K - $393K
117K $2.92M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.8K
+ 15.31%
$23.25 - $23.37 $390K - $392K
126K $2.94M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.54K
+ 11.86%
$91.94 - $100.02 $509K - $554K
52.2K $4.84M
FV
First Trust Dorsey Wright Focu

ETFs
5.13K
+ 6.19%
$57.47 - $62.82 $295K - $322K
88K $5.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
81.4K
+ 136.52%
$22.63 - $47.53 $1.84M - $3.87M
141K $3.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16K
+ 29.66%
$23.88 - $24.32 $383K - $390K
70.2K $1.68M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.1K
New
$25.3 - $26.31 $358K - $372K
14.1K $361K
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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