Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
357
+ 1.18%
$233.76 - $261.58 $83.5K - $93.4K
30.7K $7.38M
PAYX
Paychex Inc

Industrials
723
+ 7.67%
$135.86 - $148.73 $98.2K - $108K
10.1K $1.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
366
+ 29.05%
$417.69 - $450.94 $153K - $165K
1.63K $691K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.63K
+ 11.37%
$74.5 - $78.37 $271K - $285K
35.6K $2.66M
VFH
Vanguard Financial ETF

ETFs
783
+ 10.51%
$108.87 - $126.2 $85.2K - $98.8K
8.23K $971K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 2.19%
$172.07 - $207.36 $20K - $24.1K
5.41K $1.07M
DECK
Deckers Outdoor Corp

Consumer Cyclical
18
+ 0.54%
$152.04 - $211.12 $2.74K - $3.8K
3.34K $678K
VIG
Vanguard Dividend Appreciation

ETFs
791
+ 0.54%
N/A
148K $27M
WFC
Wells Fargo & Company

Financial Services
431
+ 5.48%
$54.98 - $77.35 $23.7K - $33.3K
8.3K $582K
DVN
Devon Energy Corp

Energy
5.18K
+ 96.3%
$30.52 - $42.96 $158K - $222K
10.6K $345K
RWX
Spdr Dow Jones International R

ETFs
9.64K
+ 47.79%
$22.73 - $27.57 $219K - $266K
29.8K $687K
AXP
American Express CO

Financial Services
328
+ 25.95%
$267.35 - $305.57 $87.7K - $100K
1.59K $472K
BA
Boeing CO

Industrials
288
+ 9.17%
$138.14 - $180.72 $39.8K - $52K
3.43K $606K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
687
+ 4.43%
$100.18 - $109.1 $68.8K - $75K
16.2K $1.7M
HBAN
Huntington Bancshares Inc

Financial Services
3.01K
+ 6.58%
$14.18 - $18.2 $42.6K - $54.7K
48.7K $791K
CWST
Casella Waste Systems Inc

Industrials
225
+ 1.58%
$97.5 - $113.93 $21.9K - $25.6K
14.5K $1.53M
CASY
Caseys General Stores Inc

Consumer Cyclical
60
+ 1.45%
$366.65 - $427.88 $22K - $25.7K
4.2K $1.66M
AGM
Federal Agricultural Mortgage Corp

Financial Services
136
+ 1.6%
$181.72 - $216.45 $24.7K - $29.4K
8.63K $1.7M
XLP
Consumer Staples Sector Spdr

ETFs
1.39K
+ 17.16%
N/A
9.48K $720K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.58K
+ 16.26%
$26.63 - $30.23 $255K - $290K
68.5K $1.82M
HON
Honeywell International Inc

Industrials
45
+ 0.98%
$202.84 - $236.0 $9.13K - $10.6K
4.64K $1.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.29K
+ 12.21%
$67.29 - $73.38 $289K - $315K
39.5K $2.68M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.56K
+ 24.92%
$18.41 - $18.97 $102K - $105K
27.8K $514K
SGOL
Abrdn Gold ETF Trust

ETFs
3.65K
+ 39.42%
$24.46 - $26.62 $89.3K - $97.2K
12.9K $323K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
118
+ 1.58%
$76.72 - $106.92 $9.05K - $12.6K
7.6K $688K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.93K
+ 25.77%
$20.6 - $20.71 $81K - $81.4K
19.2K $396K
GLDM
World Gold Trust

ETFs
1.58K
+ 9.09%
$50.76 - $55.23 $80.3K - $87.4K
19K $987K
BX
Blackstone Inc.

Financial Services
13
+ 0.33%
$148.45 - $199.05 $1.93K - $2.59K
3.97K $684K
PPA
Invesco Exchange Traded Fd Tr

ETFs
689
+ 21.16%
$113.79 - $124.5 $78.4K - $85.8K
3.95K $452K
PM
Philip Morris International Inc.

Consumer Defensive
688
+ 18.19%
$118.38 - $133.06 $81.4K - $91.5K
4.47K $537K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.01K
+ 7.61%
$56.06 - $61.35 $113K - $124K
28.5K $1.61M
KEY
Keycorp

Financial Services
2.08K
+ 1.89%
$16.21 - $19.97 $33.7K - $41.5K
112K $1.92M
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.41%
$246.06 - $292.59 $2.46K - $2.93K
2.42K $675K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
3.26K
+ 8.33%
$46.38 - $48.42 $151K - $158K
42.4K $1.97M
MSI
Motorola Solutions, Inc.

Technology
34
+ 0.73%
$449.08 - $504.6 $15.3K - $17.2K
4.68K $2.16M
IBM
International Business Machines Corp

Technology
362
+ 7.78%
$204.9 - $238.04 $74.2K - $86.2K
5.01K $1.1M
IYF
Ishares Tr

ETFs
422
+ 11.34%
$102.7 - $119.05 $43.3K - $50.2K
4.14K $458K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.05K
+ 3.2%
$88.59 - $94.57 $624K - $666K
227K $20.2M
XLI
Industrial Sector Spdr

ETFs
623
+ 20.39%
$131.76 - $143.99 $82.1K - $89.7K
3.68K $484K
IGE
Ishares Tr North Amern Nat Res

ETFs
2.12K
+ 13.78%
$41.52 - $48.01 $88.1K - $102K
17.5K $748K
CMI
Cummins Inc

Industrials
148
+ 20.96%
$324.93 - $383.42 $48.1K - $56.7K
854 $297K
VO
Vanguard Mid Cap ETF

ETFs
217
+ 0.65%
$261.5 - $284.63 $56.7K - $61.8K
33.4K $8.82M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.87K
+ 8.28%
$43.84 - $48.76 $213K - $237K
63.6K $2.8M
BK
Bank Of New York Mellon Corp

Financial Services
42
+ 0.33%
$70.82 - $81.87 $2.97K - $3.44K
12.7K $974K
XT
Ishares Tr Exponential Technol

ETFs
2.25K
+ 3.81%
$58.7 - $62.72 $132K - $141K
61.3K $3.66M
PGR
Progressive Corp

Financial Services
405
+ 17.27%
$239.6 - $268.88 $97K - $109K
2.75K $658K
IWD
Ishares Russell 1000 Val ETF

ETFs
902
+ 3.99%
$183.23 - $199.79 $165K - $180K
23.5K $4.35M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
237
+ 1.98%
$124.61 - $133.96 $29.5K - $31.7K
12.2K $1.57M
MO
Altria Group, Inc.

Consumer Defensive
1.07K
+ 26.09%
$49.06 - $57.74 $52.2K - $61.5K
5.15K $269K
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
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