Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
1.36K
New
$158.63 - $195.39 $215K - $265K
1.36K $233K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.82K
New
$49.48 - $61.22 $189K - $234K
3.82K $232K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10K
+ 7.31%
$23.29 - $23.38 $233K - $234K
147K $3.43M
GS
Goldman Sachs Group Inc

Financial Services
327
New
$462.22 - $707.75 $151K - $231K
327 $231K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.8K
+ 2.64%
$24.38 - $30.18 $44K - $54.4K
70.1K $2.11M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
190
+ 0.45%
$28.98 - $37.18 $5.51K - $7.06K
42.7K $1.59M
POWL
Powell Industries Inc

Industrials
490
+ 15.63%
$159.38 - $211.34 $78.1K - $104K
3.62K $762K
T
At&T Inc.

Communication Services
7.45K
+ 37.8%
$26.33 - $28.94 $196K - $215K
27.1K $785K
HWM
Howmet Aerospace Inc.

Industrials
1.21K
New
$112.33 - $186.13 $135K - $224K
1.21K $224K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.38K
New
$33.46 - $41.33 $180K - $222K
5.38K $222K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.55K
+ 45.63%
$39.34 - $40.41 $218K - $224K
17.7K $711K
EMR
Emerson Electric CO

Industrials
31
+ 0.35%
$94.15 - $133.33 $2.92K - $4.13K
8.93K $1.19M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.8K
New
$17.11 - $21.71 $168K - $213K
9.8K $212K
CAT
Caterpillar Inc

Industrials
30
+ 0.88%
$273.94 - $388.21 $8.22K - $11.6K
3.44K $1.34M
NRG
Nrg Energy, Inc.

Utilities
1.31K
New
$83.61 - $162.67 $109K - $213K
1.31K $210K
ECL
Ecolab Inc.

Basic Materials
783
New
$225.65 - $270.95 $177K - $212K
783 $210K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.61K
New
$63.36 - $80.23 $165K - $209K
2.61K $209K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.81K
New
$59.98 - $74.92 $169K - $211K
2.81K $209K
LHX
L3 Harris Technologies, Inc.

Industrials
19
+ 0.39%
$200.21 - $256.99 $3.8K - $4.88K
4.91K $1.23M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
224
+ 9.08%
$468.22 - $566.51 $105K - $127K
2.69K $1.52M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.53K
New
$23.55 - $27.67 $177K - $208K
7.53K $208K
SOXX
Ishares Semiconductor ETF

ETFs
864
New
$154.86 - $239.07 $134K - $207K
864 $206K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.31K
New
$73.02 - $90.22 $169K - $208K
2.31K $205K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.16K
+ 27.35%
$90.85 - $102.31 $196K - $221K
10K $1.01M
ITA
Ishares Tr

ETFs
1.09K
New
$135.31 - $188.64 $147K - $206K
1.09K $205K
MU
Micron Technology Inc

Technology
1.67K
New
$64.72 - $127.91 $108K - $214K
1.67K $205K
FQAL
Fidelity Covington Tr Quality

ETFs
1.79K
+ 12.37%
$57.29 - $69.63 $103K - $125K
16.3K $1.13M
IDU
Ishares Tr U S Utils ETF

ETFs
1.95K
New
$93.98 - $106.11 $184K - $207K
1.95K $204K
HON
Honeywell International Inc

Industrials
466
+ 10.29%
$182.86 - $232.88 $85.2K - $109K
5K $1.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.14K
+ 28.4%
$105.69 - $140.64 $121K - $161K
5.17K $683K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.78K
New
$42.95 - $53.21 $162K - $201K
3.78K $201K
IYF
Ishares Tr

ETFs
1.2K
+ 17.55%
$99.23 - $120.99 $119K - $146K
8.06K $974K
IWD
Ishares Russell 1000 Val ETF

ETFs
281
+ 1.18%
$166.82 - $194.23 $46.9K - $54.6K
24.1K $4.67M
V
Visa Inc.

Financial Services
469
+ 7.09%
$308.27 - $373.31 $145K - $175K
7.08K $2.51M
JHMM
John Hancock Multifactor Mid C

ETFs
816
+ 2.17%
$50.32 - $61.13 $41.1K - $49.9K
38.5K $2.35M
TDG
Trans Digm Group Inc

Industrials
10
+ 0.78%
$1231.75 - $1520.64 $12.3K - $15.2K
1.29K $1.95M
IRBO
Ishares Robotics & Artificial

ETFs
5.82K
New
N/A
5.82K $186K
RSP
Invesco S&P 500 Equal Weight E

ETFs
213
+ 1.32%
$152.93 - $181.74 $32.6K - $38.7K
16.4K $2.98M
SO
Southern CO

Utilities
1.92K
+ 15.18%
$84.91 - $92.56 $163K - $178K
14.6K $1.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
91
+ 0.76%
$108.06 - $135.3 $9.83K - $12.3K
12.1K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 2.35%
$908.13 - $1056.85 $54.5K - $63.4K
2.62K $2.59M
ABT
Abbott Laboratories

Healthcare
818
+ 4.79%
$123.95 - $138.08 $101K - $113K
17.9K $2.44M
VNQ
Vanguard Specialized Funds Van

ETFs
5.41K
+ 2.53%
$79.79 - $91.42 $432K - $495K
219K $19.5M
OUNZ
Van Eck Merk Gold Trust

ETFs
3.13K
+ 8.44%
$28.68 - $33.09 $89.7K - $104K
40.2K $1.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.14K
+ 6.12%
$72.02 - $73.82 $154K - $158K
37.2K $2.74M
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.18K
+ 24.08%
$34.48 - $39.76 $110K - $127K
16.4K $652K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.13K
+ 11.45%
$24.88 - $25.41 $152K - $156K
59.6K $1.52M
PGR
Progressive Corp

Financial Services
750
+ 25.86%
$255.27 - $288.74 $191K - $217K
3.65K $974K
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.53K
+ 7.05%
$33.22 - $37.29 $84.1K - $94.4K
38.4K $1.43M
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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