Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
3.26K
+ 20.19%
$117.09 - $123.07 $382K - $401K
19.4K $2.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
16.8K
+ 20.07%
$22.39 - $23.45 $376K - $394K
100K $2.31M
XLE
Energy Sector Spdr

ETFs
5.93K
+ 7.8%
$83.32 - $97.27 $494K - $577K
81.9K $7.02M
DIS
Walt Disney CO

Communication Services
1.57K
+ 15.06%
$92.39 - $117.6 $145K - $185K
12K $1.34M
LEVI
Levi Strauss & CO

Consumer Cyclical
18.8K
New
$15.8 - $21.68 $297K - $407K
18.8K $325K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.5K
+ 28.07%
$22.1 - $22.59 $343K - $350K
70.8K $1.57M
SPGI
S&P Global Inc.

Financial Services
642
New
$480.36 - $529.17 $308K - $340K
642 $319K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.38K
+ 12.58%
$164.89 - $177.66 $392K - $423K
21.3K $3.52M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.63K
New
$47.26 - $48.18 $313K - $319K
6.63K $313K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.81K
New
$39.3 - $41.34 $307K - $323K
7.81K $307K
V
Visa Inc.

Financial Services
30
+ 0.42%
$273.87 - $320.91 $8.22K - $9.63K
7.25K $2.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.44K
+ 19.95%
$71.75 - $75.11 $390K - $409K
32.7K $2.35M
IBMO
Ishares Tr Ibonds December 202

ETFs
12.2K
+ 24.92%
$25.4 - $25.62 $310K - $313K
61.2K $1.56M
BP
Bp PLC

Energy
10.1K
New
$28.16 - $33.14 $285K - $336K
10.1K $299K
XLK
Technology Sector Spdr

ETFs
672
+ 3.19%
$220.26 - $241.44 $148K - $162K
21.8K $5.06M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
692
+ 2.04%
$83.95 - $99.75 $58.1K - $69K
34.6K $3.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.84K
+ 20.79%
$50.35 - $50.69 $294K - $296K
33.9K $1.71M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.1K
+ 27.16%
$22.71 - $23.47 $321K - $332K
66.2K $1.51M
PLTR
Palantir Technologies Inc.

Technology
337
+ 5.04%
$36.46 - $82.38 $12.3K - $27.8K
7.03K $531K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.3K
New
$19.42 - $19.76 $278K - $283K
14.3K $279K
FE
Firstenergy Corp

Utilities
6.78K
New
$39.14 - $44.52 $266K - $302K
6.78K $269K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.11K
New
$81.68 - $82.93 $254K - $258K
3.11K $255K
MA
Mastercard Inc

Financial Services
259
+ 7.37%
$491.3 - $536.15 $127K - $139K
3.78K $1.99M
IWB
Ishares Tr Russell 1000 ETF

ETFs
717
+ 28.83%
$311.11 - $335.64 $223K - $241K
3.2K $1.03M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.04K
+ 51.73%
$90.42 - $94.5 $275K - $287K
8.91K $805K
VGT
Vanguard Information Technolog

ETFs
186
+ 5.02%
$571.78 - $647.97 $106K - $121K
3.89K $2.42M
WELL
Welltower Inc.

Real Estate
1.93K
New
$123.11 - $139.3 $238K - $269K
1.93K $243K
META
Meta Platforms, Inc.

Communication Services
158
+ 1.96%
$554.08 - $632.68 $87.5K - $100K
8.24K $4.86M
DTM
Dt Midstream, Inc.

Energy
2.36K
New
$78.85 - $108.56 $186K - $257K
2.36K $234K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.01K
New
$57.38 - $61.11 $230K - $245K
4.01K $233K
YUM
Yum Brands Inc

Consumer Cyclical
1.73K
New
$130.36 - $139.54 $226K - $241K
1.73K $232K
USTB
Victory Portfolios Ii Victorys

ETFs
4.82K
+ 19.81%
$50.06 - $50.85 $241K - $245K
29.1K $1.46M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
5.18K
New
$42.8 - $44.98 $222K - $233K
5.18K $226K
ADP
Automatic Data Processing Inc

Industrials
104
+ 0.85%
$280.08 - $307.97 $29.1K - $32K
12.3K $3.6M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.89K
New
$114.02 - $125.22 $215K - $236K
1.89K $217K
SOUN
Soundhound Ai, Inc.

Technology
10.9K
New
$4.51 - $24.23 $49.2K - $264K
10.9K $216K
FPX
First Trust Us Equity Opportun

ETFs
1.77K
New
$109.38 - $131.9 $193K - $233K
1.77K $211K
COF
Capital One Financial Corp

Financial Services
1.18K
New
$145.19 - $192.01 $171K - $226K
1.18K $210K
GNR
Spdr S&P Global Natural Resour

ETFs
16.2K
+ 21.45%
$48.67 - $58.43 $788K - $946K
91.7K $4.56M
MS
Morgan Stanley

Financial Services
1.17K
+ 42.49%
$104.42 - $134.99 $122K - $158K
3.93K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
64.4K
+ 113.15%
$25.33 - $51.16 $1.63M - $3.3M
121K $3.14M
PANW
Palo Alto Networks Inc

Technology
1.12K
New
$181.96 - $405.9 $203K - $453K
1.12K $203K
IBB
Ishares Biotechnology ETF

ETFs
1.54K
New
$131.21 - $148.85 $202K - $230K
1.54K $203K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.06K
New
$97.11 - $104.1 $200K - $214K
2.06K $201K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.88K
+ 46.39%
$50.73 - $51.08 $197K - $198K
12.2K $622K
ABC
Amerisourcebergen Corp

Healthcare
1.04K
New
N/A
1.04K $191K
PG
Procter & Gamble CO

Consumer Defensive
3.09K
+ 5.09%
$161.05 - $179.7 $498K - $555K
63.8K $10.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.71K
+ 48.51%
$115.08 - $119.55 $197K - $205K
5.25K $606K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
9.56K
+ 32.93%
$21.25 - $22.07 $203K - $211K
38.6K $823K
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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email