Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
86
+ 0.85%
$136.06 - $154.52 $11.7K - $13.3K
10.2K $1.58M
EBND
Spdr Bloomberg Emerging Market

ETFs
276
+ 0.1%
$19.47 - $20.36 $5.37K - $5.62K
279K $5.59M
CWST
Casella Waste Systems Inc

Industrials
647
+ 4.46%
$104.2 - $115.86 $67.4K - $75K
15.1K $1.69M
IBM
International Business Machines Corp

Technology
9
+ 0.18%
$217.4 - $264.74 $1.96K - $2.38K
5.02K $1.25M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.51K
+ 26.16%
$40.24 - $40.65 $141K - $143K
16.9K $688K
IYH
Ishares Tr

ETFs
1.19K
+ 4.95%
$58.32 - $62.76 $69.3K - $74.6K
25.2K $1.53M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 3.28%
$105.3 - $106.24 $130K - $131K
38.8K $4.09M
ELV
Elevance Health, Inc.

Healthcare
101
+ 7.24%
$365.9 - $436.25 $37K - $44.1K
1.5K $650K
VUG
Vanguard Growth ETF

ETFs
1.31K
+ 14.52%
$369.1 - $427.61 $485K - $561K
10.4K $3.84M
IWD
Ishares Russell 1000 Val ETF

ETFs
294
+ 1.25%
$182.82 - $196.21 $53.7K - $57.7K
23.8K $4.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.43K
+ 19.74%
$39.18 - $43.52 $95.1K - $106K
14.7K $616K
WELL
Welltower Inc.

Real Estate
384
+ 19.88%
$124.05 - $156.86 $47.6K - $60.2K
2.32K $354K
FQAL
Fidelity Covington Tr Quality

ETFs
1.96K
+ 15.68%
$63.12 - $69.13 $124K - $136K
14.5K $929K
IBB
Ishares Biotechnology ETF

ETFs
892
+ 57.85%
$127.9 - $140.56 $114K - $125K
2.43K $311K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
790
+ 15.06%
$114.57 - $118.14 $90.5K - $93.3K
6.04K $713K
MMM
3 M CO

Industrials
70
+ 1.35%
$129.7 - $155.12 $9.08K - $10.9K
5.25K $771K
BK
Bank Of New York Mellon Corp

Financial Services
142
+ 1.12%
$75.42 - $88.95 $10.7K - $12.6K
12.8K $1.08M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.38K
+ 34.69%
$50.44 - $58.1 $120K - $138K
9.23K $475K
TRV
Travelers Companies, Inc.

Financial Services
255
+ 27.13%
$232.43 - $265.13 $59.3K - $67.6K
1.2K $316K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.73K
+ 14.16%
$50.87 - $51.09 $88.1K - $88.4K
14K $712K
MCK
Mckesson Corp

Healthcare
10
+ 1.23%
$566.21 - $672.99 $5.66K - $6.73K
826 $555K
CRF
Cornerstone Total Return Fund Inc

Financial Services
12K
New
$7.17 - $9.1 $86K - $109K
12K $86K
RWX
Spdr Dow Jones International R

ETFs
1.76K
+ 5.89%
$22.39 - $24.7 $39.3K - $43.4K
31.6K $772K
TFLO
Ishares Treasury Floating Rate

ETFs
1.63K
+ 17.2%
$50.48 - $50.68 $82K - $82.4K
11.1K $561K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
639
+ 8.81%
$97.38 - $104.52 $62.2K - $66.8K
7.89K $806K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.37K
+ 3.33%
$30.35 - $33.16 $41.6K - $45.4K
42.5K $1.36M
IWB
Ishares Tr Russell 1000 ETF

ETFs
424
+ 13.23%
$302.31 - $337.54 $128K - $143K
3.63K $1.11M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
865
+ 21.36%
$76.77 - $82.22 $66.4K - $71.1K
4.92K $390K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$7.39 - $9.09 $73.9K - $90.9K
10K $74K
HEFA
Ishares Currency Hedged Msci E

ETFs
657
+ 2.2%
$34.83 - $37.52 $22.9K - $24.7K
30.5K $1.11M
LQDA
Liquidia Corp

Healthcare
1.28K
+ 7.39%
$11.36 - $16.5 $14.6K - $21.2K
18.6K $274K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.54K
+ 6.1%
$19.0 - $19.66 $48.2K - $49.9K
44.1K $866K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.4K
+ 6.22%
$21.16 - $21.77 $50.8K - $52.2K
41K $892K
PEP
Pepsico Inc

Consumer Defensive
708
+ 3.97%
$142.64 - $156.42 $101K - $111K
18.5K $2.78M
KLAC
Kla Corp

Technology
32
+ 3.79%
$636.62 - $777.63 $20.4K - $24.9K
877 $596K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.14K
+ 21.89%
$19.43 - $19.62 $60.9K - $61.5K
17.5K $342K
IGLB
Ishares 10+ Year Investment Gr

ETFs
933
+ 5.53%
$48.32 - $51.22 $45.1K - $47.8K
17.8K $893K
YUM
Yum Brands Inc

Consumer Cyclical
116
+ 6.71%
$123.25 - $162.53 $14.3K - $18.9K
1.85K $290K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
598
+ 1.28%
$47.59 - $48.35 $28.5K - $28.9K
47.4K $2.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
604
+ 19.55%
$91.45 - $91.75 $55.2K - $55.4K
3.69K $338K
TMDX
Trans Medics Group, Inc.

Healthcare
309
+ 4.48%
$56.73 - $79.42 $17.5K - $24.5K
7.21K $485K
TLT
Ishares Barclays 20+ Year Trea

ETFs
393
+ 9.14%
$85.29 - $92.57 $33.5K - $36.4K
4.69K $427K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.31K
+ 8.97%
$32.5 - $33.3 $42.5K - $43.6K
15.9K $528K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.99K
+ 11.9%
$30.73 - $32.26 $61K - $64.1K
18.7K $573K
AVEM
American Centy ETF Tr Avantis

ETFs
287
+ 1.33%
$57.11 - $62.4 $16.4K - $17.9K
21.9K $1.32M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
622
+ 15.53%
$58.32 - $65.09 $36.3K - $40.5K
4.63K $278K
UITB
Usaa ETF Tr Core Intermediate

ETFs
239
+ 0.74%
$45.41 - $47.18 $10.9K - $11.3K
32.5K $1.53M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
190
+ 3.35%
$68.32 - $75.06 $13K - $14.3K
5.87K $438K
XLB
Select Sector Spdr Fd Material

ETFs
345
+ 11.39%
$83.19 - $90.99 $28.7K - $31.4K
3.37K $290K
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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