Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.23K
+ 16.79%
$50.09 - $51.09 $462K - $471K
64.2K $3.28M
XT
Ishares Tr Exponential Technol

ETFs
200
+ 0.3%
$49.86 - $65.25 $9.97K - $13.1K
67.5K $4.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.83K
+ 0.89%
$19.6 - $24.44 $35.8K - $44.6K
206K $5.04M
VB
Vanguard Small Cap ETF

ETFs
127
+ 0.39%
$193.73 - $237.37 $24.6K - $30.1K
32.6K $7.74M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22
+ 0.16%
$180.84 - $240.32 $3.98K - $5.29K
13.5K $3.25M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
12.6K
+ 74.68%
$40.41 - $40.68 $511K - $514K
29.6K $1.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.2K
+ 8.57%
$48.13 - $49.85 $586K - $607K
154K $7.56M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.86K
+ 12.29%
$157.93 - $175.89 $452K - $503K
26.1K $4.56M
GOOGL
Alphabet Inc.

Communication Services
342
+ 1.65%
$144.7 - $178.6 $49.5K - $61.1K
21K $3.71M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.3K
+ 19.42%
$24.94 - $25.42 $456K - $465K
113K $2.86M
GLDM
World Gold Trust

ETFs
5.86K
+ 24.78%
$58.96 - $67.97 $346K - $398K
29.5K $1.93M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18.3K
+ 14.52%
$25.04 - $25.18 $459K - $462K
145K $3.64M
FV
First Trust Dorsey Wright Focu

ETFs
786
+ 0.83%
$48.43 - $59.26 $38.1K - $46.6K
95.2K $5.64M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19K
+ 13.61%
N/A
158K $3.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.01%
$273.67 - $366.17 $274 - $366
7.85K $2.88M
MGC
Vanguard Mega Cap ETF

ETFs
703
+ 5.71%
$179.23 - $224.92 $126K - $158K
13K $2.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
684
+ 14.17%
$141.37 - $228.57 $96.7K - $156K
5.51K $1.25M
CGXU
Capital Group Intl Focus Equit

ETFs
3.35K
+ 2.57%
$21.44 - $27.35 $71.8K - $91.5K
133K $3.62M
CELH
Celsius Holdings, Inc.

Consumer Defensive
578
+ 1.65%
$33.89 - $46.39 $19.6K - $26.8K
35.6K $1.65M
IBDV
Ishares Tr

Technology
17.4K
+ 26.37%
$21.28 - $21.98 $371K - $383K
83.5K $1.84M
DIS
Walt Disney CO

Communication Services
561
+ 4.34%
$81.72 - $124.01 $45.8K - $69.6K
13.5K $1.67M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
730
+ 24.95%
$376.48 - $440.65 $275K - $322K
3.66K $1.61M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.6K
+ 19.08%
$22.7 - $23.33 $354K - $363K
97.2K $2.27M
EUSB
Ishares Tr Esg Advanced Total

Technology
8.67K
New
$42.54 - $43.56 $369K - $378K
8.67K $377K
CSCO
Cisco Systems, Inc.

Technology
708
+ 1.72%
$53.19 - $69.38 $37.7K - $49.1K
41.9K $2.91M
JPIB
Jpmorgan International Bond Op

ETFs
7.1K
New
$47.18 - $48.62 $335K - $345K
7.1K $345K
CASY
Caseys General Stores Inc

Consumer Cyclical
21
+ 0.48%
$415.82 - $510.91 $8.73K - $10.7K
4.4K $2.25M
SLV
I Shares Silver Trust

ETFs
10.4K
New
$27.08 - $33.74 $283K - $352K
10.4K $342K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.18K
+ 10.81%
$32.77 - $38.72 $203K - $239K
63.4K $2.45M
STE
Steris PLC

Healthcare
1.38K
New
$208.55 - $252.55 $287K - $347K
1.38K $330K
TREX
Trex CO Inc

Industrials
6.01K
New
$50.52 - $61.77 $303K - $371K
6.01K $326K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4K
New
$62.73 - $78.42 $251K - $314K
4K $310K
FDVV
Fidelity High Dividend ETF

ETFs
2.74K
+ 4.02%
$43.6 - $52.02 $119K - $142K
70.7K $3.68M
CAH
Cardinal Health Inc

Healthcare
1.68K
New
$125.0 - $168.0 $210K - $282K
1.68K $282K
BOTZ
Global X Fds

ETFs
8.63K
New
$24.51 - $32.65 $212K - $282K
8.63K $281K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.9K
+ 118.04%
$22.03 - $22.83 $263K - $273K
22.1K $503K
KR
Kroger CO

Consumer Defensive
3.54K
+ 83.19%
$64.62 - $74.0 $229K - $262K
7.8K $559K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 15.22%
$22.09 - $22.44 $260K - $264K
89K $1.99M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.32K
+ 15.4%
$91.62 - $116.16 $120K - $153K
9.85K $1.14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.03K
New
$51.68 - $52.76 $260K - $265K
5.03K $265K
EEM
Ishares Msci Emerging Markets

ETFs
488
+ 0.95%
$38.52 - $48.28 $18.8K - $23.6K
52K $2.51M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
10.3K
New
$16.58 - $24.56 $171K - $254K
10.3K $253K
MELI
Mercadolibre Inc

Consumer Cyclical
97
New
$1794.73 - $2613.63 $174K - $254K
97 $253K
PM
Philip Morris International Inc.

Consumer Defensive
779
+ 16.73%
$149.23 - $184.95 $116K - $144K
5.43K $989K
XLI
Industrial Sector Spdr

ETFs
1.03K
+ 18.14%
$116.42 - $147.52 $120K - $152K
6.72K $990K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.6K
+ 12.63%
$22.3 - $22.57 $237K - $240K
94.9K $2.13M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
+ 8.1%
$22.81 - $22.97 $236K - $238K
138K $3.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
573
+ 2.18%
$74.88 - $91.97 $42.9K - $52.7K
26.9K $2.47M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41
+ 0.03%
$20.42 - $25.3 $837 - $1.04K
125K $3.15M
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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