Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
24.1K
+ 17.65%
$42.28 - $45.71 $1.02M - $1.1M
161K $7.32M
VUG
Vanguard Growth ETF

ETFs
1.92K
+ 18.49%
$433.97 - $484.08 $835K - $931K
12.3K $5.91M
BNDX
Vanguard Total International B

ETFs
27.8K
+ 4.22%
$49.0 - $49.51 $1.36M - $1.37M
685K $33.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.5K
+ 1.49%
$39.8 - $42.86 $259K - $279K
443K $18.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
556
+ 0.95%
$459.11 - $506.91 $255K - $282K
59.2K $29.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.4K
+ 26.73%
$54.35 - $59.32 $893K - $975K
77.9K $4.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.08K
+ 9.88%
$546.99 - $602.2 $591K - $650K
12K $7.21M
FLRN
Spdr Bloomberg Investment Grad

ETFs
35K
+ 3.86%
$30.71 - $30.86 $1.07M - $1.08M
942K $29.1M
GLDM
World Gold Trust

ETFs
10.2K
+ 34.64%
$64.73 - $76.45 $662K - $782K
39.7K $3.04M
JPM
Jpmorgan Chase & CO

Financial Services
210
+ 0.52%
$282.78 - $316.06 $59.4K - $66.4K
40.9K $12.9M
DWM
Wisdomtree Tr

ETFs
3.85K
+ 1.28%
$62.79 - $66.96 $242K - $258K
305K $20.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.5K
+ 39.75%
$50.53 - $50.82 $1.04M - $1.04M
72K $3.66M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
455
+ 0.26%
$72.65 - $78.68 $33.1K - $35.8K
177K $13.9M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
5.18K
+ 19.83%
$172.72 - $179.11 $895K - $928K
31.3K $5.58M
HDV
Ishares Core High Dividend ETF

ETFs
7.57K
+ 85.78%
$118.16 - $123.66 $894K - $936K
16.4K $2.01M
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 4.59%
$237.58 - $259.17 $356K - $388K
34.1K $8.68M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
36.7K
New
$23.9 - $24.45 $876K - $896K
36.7K $889K
FTGC
First Trust Global Tactical CO

ETFs
6.12K
+ 1.04%
$24.67 - $26.32 $151K - $161K
593K $15.3M
JNJ
Johnson & Johnson

Healthcare
466
+ 1.98%
$155.17 - $185.42 $72.3K - $86.4K
23.9K $4.44M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.93K
+ 1.84%
$31.31 - $34.54 $186K - $205K
329K $11.1M
VNQ
Vanguard Specialized Funds Van

ETFs
3.19K
+ 1.45%
$88.47 - $93.24 $282K - $297K
223K $20.3M
VT
Vanguard Total World Stk Index

ETFs
3.59K
+ 11.61%
$128.41 - $138.03 $460K - $495K
34.5K $4.75M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.25K
+ 47.45%
$79.39 - $90.39 $576K - $655K
22.5K $2M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
6.02K
+ 15.35%
$116.29 - $120.92 $700K - $727K
45.2K $5.42M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.02K
+ 5.83%
$94.17 - $99.95 $378K - $402K
72.9K $7.29M
JPIB
Jpmorgan International Bond Op

ETFs
15.5K
+ 218.04%
$48.32 - $49.13 $748K - $761K
22.6K $1.11M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.05K
New
$87.69 - $96.0 $706K - $773K
8.05K $759K
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 0.09%
$617.65 - $666.84 $8.65K - $9.34K
15.1K $10.1M
GE
General Electric CO

Industrials
1.05K
+ 11.15%
$244.75 - $305.63 $256K - $319K
10.4K $3.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.8K
+ 22.98%
$76.16 - $78.59 $670K - $691K
47.1K $3.68M
XLK
Technology Sector Spdr

ETFs
47
+ 0.2%
$250.97 - $282.66 $11.8K - $13.3K
24K $6.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
283
+ 2.18%
$420.11 - $472.68 $119K - $134K
13.2K $6.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 5.54%
$24.46 - $26.5 $279K - $303K
218K $5.73M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 6.59%
$48.5 - $50.19 $493K - $510K
164K $8.23M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.7K
+ 12.07%
$138.31 - $165.45 $235K - $281K
15.8K $2.61M
CAT
Caterpillar Inc

Industrials
745
+ 21.64%
$390.92 - $477.15 $291K - $355K
4.19K $2M
IYW
Ishares Dj Us Tech ETF

ETFs
691
+ 3.03%
$171.38 - $197.01 $118K - $136K
23.5K $4.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.64K
+ 16.11%
$181.56 - $190.33 $479K - $502K
19K $3.61M
MGC
Vanguard Mega Cap ETF

ETFs
1.45K
+ 11.12%
$224.2 - $245.55 $325K - $356K
14.5K $3.53M
VO
Vanguard Mid Cap ETF

ETFs
444
+ 1.31%
$279.83 - $293.74 $124K - $130K
34.4K $10.1M
XLE
Energy Sector Spdr

ETFs
1.39K
+ 1.45%
$84.25 - $91.99 $117K - $128K
97.1K $8.67M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.04K
New
$87.07 - $93.06 $526K - $562K
6.04K $553K
ABBV
Abb Vie Inc.

Healthcare
169
+ 1.51%
$184.85 - $231.54 $31.2K - $39.1K
11.4K $2.63M
PLTR
Palantir Technologies Inc.

Technology
468
+ 5.0%
$130.68 - $186.97 $61.2K - $87.5K
9.83K $1.79M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.42K
+ 14.54%
$67.48 - $71.55 $433K - $459K
50.6K $3.58M
XOM
Exxon Mobil Corp

Energy
1.45K
+ 2.05%
$105.83 - $117.22 $153K - $169K
72K $8.12M
CGXU
Capital Group Intl Focus Equit

ETFs
5.85K
+ 4.38%
$26.49 - $29.62 $155K - $173K
139K $4.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.49K
+ 3.44%
$68.24 - $73.73 $170K - $184K
74.9K $5.5M
UITB
Usaa ETF Tr Core Intermediate

ETFs
10K
+ 40.14%
$46.38 - $47.74 $464K - $478K
34.9K $1.66M
Activity Summary
Buys All Purchases 363 New Holdings 41 Increased Positions 322 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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