Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FPX
First Trust Us Equity Opportun

ETFs
2.9K
New
$141.57 - $166.21 $410K - $481K
2.9K $481K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 5.2%
$192.76 - $203.86 $241K - $255K
25.3K $5.15M
XT
Ishares Tr Exponential Technol

ETFs
219
+ 0.32%
$65.04 - $71.97 $14.2K - $15.8K
67.8K $4.87M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.09%
$357.4 - $423.42 $3.93K - $4.66K
11.9K $4.81M
AVGO
Broadcom Inc.

Technology
178
+ 2.4%
$264.74 - $369.57 $47.1K - $65.8K
7.59K $2.5M
MUB
Ishares National Muni Bond ETF

ETFs
2.71K
+ 3.19%
$103.24 - $106.68 $280K - $289K
87.8K $9.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.87K
+ 3.91%
$25.29 - $28.33 $123K - $138K
129K $3.61M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.95K
+ 2.16%
$52.31 - $56.47 $102K - $110K
92K $5.19M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.79K
+ 45.49%
$98.53 - $107.1 $373K - $405K
12.1K $1.27M
CMF
Ishares California Muni Bond E

ETFs
6.03K
+ 8.54%
$55.16 - $57.13 $333K - $345K
76.7K $4.37M
IEFA
Ishares Tr

ETFs
2.98K
+ 6.62%
$81.7 - $87.53 $244K - $261K
48K $4.19M
CVX
Chevron Corp

Energy
1.53K
+ 9.71%
$145.57 - $161.83 $223K - $248K
17.3K $2.68M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.05K
New
$78.88 - $85.2 $398K - $430K
5.05K $420K
FDVV
Fidelity High Dividend ETF

ETFs
2.78K
+ 3.93%
$52.42 - $55.71 $146K - $155K
73.5K $4.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.33K
+ 2.71%
$78.96 - $80.04 $342K - $346K
164K $13.1M
WMT
Walmart Inc.

Consumer Defensive
751
+ 1.19%
$94.4 - $104.27 $70.9K - $78.3K
64K $6.6M
XLU
Utilities Sector Spdr

ETFs
1.22K
+ 2.32%
$81.14 - $87.32 $98.9K - $106K
53.7K $4.68M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.11K
+ 8.06%
$38.56 - $42.17 $197K - $215K
68.5K $2.85M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.31K
+ 45.19%
$41.43 - $44.2 $344K - $367K
26.7K $1.18M
FNDX
Schwab Fundamental U S Large C

ETFs
12.4K
+ 36.19%
$24.38 - $26.34 $301K - $326K
46.5K $1.22M
FV
First Trust Dorsey Wright Focu

ETFs
1.86K
+ 1.96%
$59.23 - $62.14 $110K - $116K
97.1K $6.01M
USB
Us Bancorp \De\

Financial Services
6.94K
+ 77.88%
$43.94 - $50.41 $305K - $350K
15.9K $766K
IBM
International Business Machines Corp

Technology
1.54K
+ 24.86%
$234.77 - $292.47 $360K - $449K
7.71K $2.18M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.16K
+ 1.79%
$45.07 - $47.56 $187K - $198K
237K $10.9M
RTX
Raytheon Technologies Corp

Industrials
727
+ 6.68%
$144.19 - $167.33 $105K - $122K
11.6K $1.94M
MCD
Mcdonalds Corp

Consumer Cyclical
481
+ 2.86%
$291.67 - $316.99 $140K - $152K
17.3K $5.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.06K
+ 5.55%
$79.76 - $85.78 $164K - $176K
39.1K $3.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.89K
+ 16.27%
$28.92 - $32.19 $199K - $222K
49.2K $1.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
391
+ 14.54%
$567.09 - $607.37 $222K - $237K
3.08K $1.84M
LHX
L3 Harris Technologies, Inc.

Industrials
126
+ 2.57%
$252.18 - $305.41 $31.8K - $38.5K
5.04K $1.54M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.97K
New
$89.29 - $100.17 $265K - $298K
2.97K $297K
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.61K
+ 3.66%
$17.81 - $18.39 $171K - $177K
272K $4.96M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
332
+ 1.18%
$109.47 - $119.06 $36.3K - $39.5K
28.5K $3.37M
EEM
Ishares Msci Emerging Markets

ETFs
236
+ 0.45%
$48.07 - $53.4 $11.3K - $12.6K
52.2K $2.79M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2K
+ 4.05%
$61.56 - $66.95 $123K - $134K
51.4K $3.43M
VDE
Vanguard Energy ETF

ETFs
891
+ 3.64%
$118.37 - $129.65 $105K - $116K
25.4K $3.2M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.31K
+ 2.14%
$63.88 - $69.11 $83.5K - $90.3K
62.4K $4.24M
CRDO
Credo Technology Group Holding LTD

Technology
1.9K
New
$87.59 - $172.31 $166K - $327K
1.9K $276K
APP
App Lovin Corp

Technology
384
New
$335.1 - $718.54 $129K - $276K
384 $275K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.39K
+ 3.12%
$28.15 - $30.13 $95.3K - $102K
112K $3.31M
IYK
Ishares U.S. Consumer Staples

ETFs
4K
New
$67.65 - $71.68 $270K - $287K
4K $273K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
3.71K
+ 1.29%
$28.42 - $30.45 $106K - $113K
292K $8.58M
PANW
Palo Alto Networks Inc

Technology
1.33K
New
$167.06 - $208.19 $222K - $276K
1.33K $270K
UNP
Union Pacific Corp

Industrials
828
+ 7.63%
$214.91 - $237.16 $178K - $196K
11.7K $2.76M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.6K
New
$20.41 - $20.67 $256K - $259K
12.6K $258K
IWM
Ishares Russell 2000 ETF

ETFs
83
+ 0.95%
$214.92 - $244.84 $17.8K - $20.3K
8.82K $2.13M
MRVL
Marvell Technology, Inc.

Technology
2.89K
New
$62.31 - $84.07 $180K - $243K
2.89K $243K
NOC
Northrop Grumman Corp

Industrials
396
New
$498.9 - $609.32 $198K - $241K
396 $241K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.69K
New
$80.54 - $89.67 $217K - $241K
2.69K $236K
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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