Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
992
New
$210.22 - $247.76 $209K - $246K
992 $233K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.18%
$656.44 - $753.15 $3.28K - $3.77K
2.75K $2.05M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
134
+ 0.19%
$30.13 - $33.37 $4.04K - $4.47K
70.3K $2.34M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.52K
+ 11.76%
$50.52 - $50.75 $228K - $229K
43K $2.18M
ETN
Eaton Corp PLC

Industrials
344
+ 5.77%
$342.99 - $392.76 $118K - $135K
6.31K $2.36M
NEE
Nextera Energy Inc

Utilities
14
+ 0.04%
$69.77 - $77.54 $977 - $1.09K
36.1K $2.73M
SLV
I Shares Silver Trust

ETFs
2.84K
+ 27.18%
$32.73 - $42.5 $92.8K - $121K
13.3K $562K
IXJ
Ishares Global Healthcare ETF

ETFs
2.49K
New
$82.73 - $89.14 $206K - $222K
2.49K $220K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.5K
New
$131.47 - $143.64 $197K - $216K
1.5K $212K
JXN
Jackson Financial Inc.

Financial Services
2.09K
New
$84.06 - $103.8 $176K - $217K
2.09K $211K
ITW
Illinois Tool Works Inc

Industrials
328
+ 3.56%
$252.31 - $269.41 $82.8K - $88.4K
9.53K $2.49M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.99K
+ 78.34%
$60.01 - $65.01 $179K - $194K
6.81K $442K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.5K
New
$79.58 - $83.45 $199K - $209K
2.5K $207K
IXUS
Ishares Tr

ETFs
452
+ 1.41%
$76.35 - $82.58 $34.5K - $37.3K
32.6K $2.69M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
6.41K
New
$29.27 - $32.3 $188K - $207K
6.41K $206K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.02K
New
$196.15 - $217.83 $199K - $222K
1.02K $204K
C
Citigroup Inc

Financial Services
2K
New
$85.57 - $103.49 $171K - $207K
2K $203K
WPC
W. P. Carey Inc.

Real Estate
2.99K
New
$61.29 - $68.7 $184K - $206K
2.99K $202K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.23K
+ 21.39%
$39.37 - $44.24 $127K - $143K
18.4K $803K
PVAL
Putnam ETF Tr Putnam Focused L
3.6K
+ 18.79%
$39.93 - $42.72 $144K - $154K
22.7K $971K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.2K
New
$155.79 - $172.55 $186K - $207K
1.2K $201K
T
At&T Inc.

Communication Services
7.54K
+ 27.79%
$26.94 - $29.62 $203K - $223K
34.7K $979K
LLY
Eli Lilly & CO

Healthcare
363
+ 6.69%
$625.65 - $812.69 $227K - $295K
5.79K $4.42M
URI
United Rentals, Inc.

Industrials
27
+ 3.43%
$774.14 - $975.23 $20.9K - $26.3K
814 $777K
TJX
Tjx Companies Inc

Consumer Cyclical
825
+ 29.01%
$121.35 - $144.54 $100K - $119K
3.67K $530K
FNDB
Schwab Fundamental U S Broad M

ETFs
6.16K
+ 69.59%
$23.83 - $25.77 $147K - $159K
15K $386K
ABR
Arbor Realty Trust Inc

Real Estate
14K
New
$10.7 - $12.21 $149K - $171K
14K $170K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.73K
+ 3.18%
$42.21 - $43.91 $73.2K - $76.1K
56.2K $2.47M
DUK
Duke Energy Corp

Utilities
858
+ 8.11%
$116.31 - $125.93 $99.8K - $108K
11.4K $1.42M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
6.83K
+ 30.96%
$22.68 - $23.2 $155K - $158K
28.9K $666K
KLAC
Kla Corp

Technology
10
+ 1.22%
$843.9 - $1078.6 $8.44K - $10.8K
827 $892K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.48K
+ 5.1%
$55.15 - $58.11 $81.3K - $85.7K
30.4K $1.75M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.41K
+ 1.56%
$26.44 - $27.1 $90K - $92.3K
222K $5.98M
IWR
Ishares Russell Mid Cap ETF

ETFs
188
+ 0.7%
$92.26 - $97.51 $17.3K - $18.3K
27.1K $2.61M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
3.34K
+ 32.28%
$24.13 - $29.07 $80.5K - $97K
13.7K $390K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.26K
+ 53.83%
$24.97 - $25.78 $131K - $136K
15K $384K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.28K
+ 11.1%
$40.49 - $40.7 $133K - $134K
32.8K $1.34M
BAC
Bank Of America Corp

Financial Services
1.03K
+ 5.4%
$44.92 - $52.42 $46.2K - $53.9K
20.1K $1.04M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.05K
+ 10.47%
$101.12 - $106.18 $106K - $112K
11.1K $1.14M
AFL
Aflac Inc

Financial Services
184
+ 1.05%
$98.09 - $111.7 $18K - $20.6K
17.6K $1.97M
EFG
Msci Eafe Growth ETF

ETFs
411
+ 0.92%
$106.99 - $114.46 $44K - $47K
44.9K $5.11M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3
+ 0.01%
$36.93 - $40.55 $111 - $122
42.7K $1.72M
VZ
Verizon Communications Inc

Communication Services
2.55K
+ 10.66%
$40.84 - $45.06 $104K - $115K
26.5K $1.16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
19
+ 0.16%
$134.94 - $145.86 $2.56K - $2.77K
12.1K $1.76M
AMAT
Applied Materials Inc

Technology
366
+ 16.2%
$156.25 - $204.95 $57.2K - $75K
2.63K $537K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.71K
+ 48.34%
$20.77 - $21.32 $119K - $122K
17.5K $371K
ASML
Asml Holding Nv

Technology
24
+ 4.4%
$689.63 - $968.09 $16.6K - $23.2K
569 $550K
TMO
Thermo Fisher Scientific Inc.

Healthcare
80
+ 8.67%
$404.94 - $499.99 $32.4K - $40K
1K $486K
IAU
Ishares Gold Trust

ETFs
2
+ 0.02%
$61.62 - $72.77 $123 - $146
10.5K $763K
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
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