Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
3.77K
New
$63.77 - $71.36 $240K - $269K
3.77K $259K
GBIL
Goldman Sachs Access Treasury

ETFs
2.56K
+ 35.26%
$99.85 - $100.19 $256K - $257K
9.84K $985K
IEFA
Ishares Tr

ETFs
164
+ 0.36%
$69.57 - $78.65 $11.4K - $12.9K
46.1K $3.49M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.7K
+ 8.51%
$23.29 - $23.38 $250K - $251K
137K $3.2M
IYG
Ishares Tr

ETFs
3.28K
New
$74.6 - $84.81 $244K - $278K
3.28K $257K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.72K
+ 8.34%
$25.05 - $25.16 $244K - $245K
126K $3.18M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
9.33K
+ 19.49%
$36.14 - $40.81 $337K - $381K
57.2K $2.12M
CGXU
Capital Group Intl Focus Equit

ETFs
11K
+ 9.22%
$24.48 - $26.59 $269K - $292K
130K $3.19M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.29K
+ 6.42%
$73.78 - $76.59 $169K - $175K
37.9K $2.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
182
+ 4.33%
$378.71 - $442.54 $68.9K - $80.5K
4.38K $1.9M
AMT
American Tower Corp

Real Estate
1.06K
New
$173.46 - $217.6 $185K - $232K
1.06K $231K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
10.1K
New
$22.31 - $22.79 $226K - $231K
10.1K $228K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.48K
New
$49.22 - $51.73 $221K - $232K
4.48K $226K
SO
Southern CO

Utilities
1.26K
+ 11.0%
$80.96 - $92.96 $102K - $117K
12.7K $1.16M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
4.33K
New
$47.45 - $51.96 $206K - $225K
4.33K $224K
XT
Ishares Tr Exponential Technol

ETFs
6.08K
+ 9.92%
$57.56 - $64.0 $350K - $389K
67.3K $3.88M
SYY
Sysco Corp

Consumer Defensive
2.94K
New
$70.0 - $77.13 $206K - $227K
2.94K $220K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.78K
New
$24.21 - $25.09 $212K - $220K
8.78K $219K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.3K
+ 7.02%
$71.17 - $73.66 $163K - $169K
35K $2.57M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.6K
New
$20.1 - $20.8 $213K - $220K
10.6K $219K
TDG
Trans Digm Group Inc

Industrials
54
+ 4.42%
$1251.32 - $1394.11 $67.6K - $75.3K
1.28K $1.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.41K
+ 9.58%
$169.43 - $182.84 $240K - $259K
16.2K $2.8M
FNDF
Schwab Fundamental Intl Large

ETFs
5.82K
New
$32.9 - $37.45 $191K - $218K
5.82K $210K
IXJ
Ishares Global Healthcare ETF

ETFs
2.31K
New
$86.01 - $94.19 $198K - $217K
2.31K $210K
FNDB
Schwab Fundamental U S Broad M

ETFs
9.08K
New
$22.52 - $24.48 $204K - $222K
9.08K $208K
PLTR
Palantir Technologies Inc.

Technology
1.73K
+ 24.67%
$64.98 - $124.62 $113K - $216K
8.76K $739K
VHT
Vanguard Health Care ETF

ETFs
396
+ 4.29%
$254.06 - $273.83 $101K - $108K
9.64K $2.55M
INTC
Intel Corp

Technology
8.94K
New
$19.1 - $27.39 $171K - $245K
8.94K $203K
FTNT
Fortinet, Inc.

Technology
2.1K
New
$92.49 - $114.57 $194K - $241K
2.1K $202K
PM
Philip Morris International Inc.

Consumer Defensive
185
+ 4.14%
$117.15 - $158.79 $21.7K - $29.4K
4.66K $738K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
4.32K
New
$46.0 - $46.83 $199K - $202K
4.32K $200K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.68K
+ 4.1%
$66.9 - $71.57 $112K - $120K
42.5K $2.99M
RIOT
Riot Blockchain, Inc.

Technology
27.7K
New
$7.12 - $13.54 $197K - $375K
27.7K $197K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.69K
+ 10.87%
$50.44 - $50.7 $186K - $187K
37.6K $1.91M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
12.8K
+ 5.95%
$30.74 - $33.42 $393K - $427K
228K $7M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2.63K
+ 42.69%
$67.41 - $69.37 $177K - $183K
8.8K $605K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.36K
+ 55.8%
$38.99 - $40.37 $170K - $176K
12.2K $490K
USTB
Victory Portfolios Ii Victorys

ETFs
3.19K
+ 10.94%
$50.08 - $50.71 $160K - $162K
32.3K $1.64M
IXUS
Ishares Tr

ETFs
829
+ 2.62%
$65.06 - $72.31 $53.9K - $59.9K
32.5K $2.27M
XLF
Financial Sector Spdr

ETFs
2.68K
+ 10.6%
$47.32 - $52.19 $127K - $140K
27.9K $1.39M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.41K
+ 9.06%
$21.77 - $22.25 $140K - $143K
77.2K $1.72M
AFL
Aflac Inc

Financial Services
22
+ 0.1%
$100.99 - $111.19 $2.22K - $2.45K
21.4K $2.38M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.21K
+ 6.2%
$49.42 - $50.43 $159K - $162K
55K $2.75M
CSCO
Cisco Systems, Inc.

Technology
987
+ 2.45%
$58.74 - $64.87 $58K - $64K
41.2K $2.54M
PGR
Progressive Corp

Financial Services
150
+ 5.45%
$235.61 - $291.22 $35.3K - $43.7K
2.9K $820K
WEC
Wec Energy Group, Inc.

Utilities
211
+ 2.29%
$92.12 - $108.98 $19.4K - $23K
9.43K $1.03M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
31.3K
+ 9.36%
$60.91 - $71.4 $1.91M - $2.23M
366K $22.7M
WM
Waste Management Inc

Industrials
3
+ 0.06%
$200.54 - $233.78 $602 - $701
5.29K $1.22M
HYD
Vaneck High Yield Muni ETF

ETFs
3.59K
+ 10.12%
$50.79 - $52.53 $182K - $189K
39.1K $2M
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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