Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
14
+ 0.12%
$22.59 - $28.54 $316 - $400
11.5K $313K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 7.41%
$4100.99 - $5300.34 $16.4K - $21.2K
58 $288K
IGM
Ishares Expanded Tech Sector E

ETFs
301
+ 6.32%
$94.19 - $106.95 $28.4K - $32.2K
5.07K $517K
VDE
Vanguard Energy ETF

ETFs
682
+ 2.9%
$116.67 - $136.78 $79.6K - $93.3K
24.2K $2.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.69K
+ 7.82%
$57.53 - $60.83 $97.3K - $103K
23.3K $1.34M
SHW
Sherwin Williams CO

Basic Materials
231
+ 34.95%
$338.75 - $399.71 $78.3K - $92.3K
892 $303K
FDS
Factset Research Systems Inc

Financial Services
20
+ 1.04%
$449.69 - $495.72 $8.99K - $9.91K
1.94K $932K
DFAS
Dimensional ETF Tr U S Small C

ETFs
665
+ 3.78%
$63.58 - $71.15 $42.3K - $47.3K
18.3K $1.19M
ALL
Allstate Corp

Financial Services
210
+ 16.34%
$181.25 - $208.2 $38.1K - $43.7K
1.5K $288K
ESE
Esco Technologies Inc

Technology
123
+ 1.85%
$120.68 - $151.38 $14.8K - $18.6K
6.78K $903K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
137
+ 18.12%
$278.19 - $315.36 $38.1K - $43.2K
893 $257K
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 1.42%
$178.39 - $215.0 $9.99K - $12K
4.01K $773K
RPV
Invesco Exchange Traded Fd Tr

ETFs
411
+ 10.58%
$87.41 - $97.21 $35.9K - $40K
4.3K $387K
IEF
Ishares Barclays

ETFs
620
+ 22.83%
$92.08 - $98.18 $57.1K - $60.9K
3.34K $308K
MXCT
Maxcyte, Inc.

Healthcare
2.48K
+ 2.19%
$3.23 - $4.43 $8K - $11K
116K $481K
VOE
Vanguard Mid Cap Value Index F

ETFs
327
+ 16.4%
$160.89 - $176.18 $52.6K - $57.6K
2.32K $375K
TJX
Tjx Companies Inc

Consumer Cyclical
262
+ 9.97%
$112.15 - $127.2 $29.4K - $33.3K
2.89K $349K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
900
+ 1.71%
$442.29 - $483.08 $398K - $435K
53.5K $24.2M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
924
+ 3.6%
$93.52 - $95.37 $86.4K - $88.1K
26.6K $2.49M
EPD
Enterprise Products Partners L.P.

Energy
649
+ 7.49%
$28.66 - $34.43 $18.6K - $22.3K
9.32K $292K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
442
+ 16.69%
$91.29 - $91.8 $40.4K - $40.6K
3.09K $282K
ABBV
Abb Vie Inc.

Healthcare
1.04K
+ 13.95%
$164.99 - $203.87 $172K - $213K
8.53K $1.52M
BMY
Bristol Myers Squibb CO

Healthcare
312
+ 7.39%
$51.92 - $59.94 $16.2K - $18.7K
4.54K $256K
ORCL
Oracle Corp

Technology
343
+ 6.54%
$165.41 - $192.43 $56.7K - $66K
5.58K $930K
AIQ
Global X Funds Global X Artifi

ETFs
659
+ 8.54%
$36.57 - $40.57 $24.1K - $26.7K
8.38K $323K
DE
Deere & CO

Industrials
46
+ 1.77%
$389.45 - $466.0 $17.9K - $21.4K
2.64K $1.12M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.15K
+ 11.3%
$68.25 - $75.42 $283K - $313K
40.9K $2.8M
COP
Conocophillips

Energy
683
+ 12.91%
$95.12 - $114.72 $65K - $78.4K
5.97K $592K
QCOM
Qualcomm Inc

Technology
524
+ 19.1%
$150.4 - $178.04 $78.8K - $93.3K
3.27K $501K
USXF
Ishares Esg Advanced Msci Usa

Technology
543
+ 7.65%
$48.45 - $52.57 $26.3K - $28.5K
7.64K $380K
FDX
Fedex Corp

Industrials
48
+ 2.19%
$260.5 - $305.15 $12.5K - $14.6K
2.24K $629K
ETN
Eaton Corp PLC

Industrials
80
+ 1.39%
$326.96 - $377.52 $26.2K - $30.2K
5.84K $1.94M
WEC
Wec Energy Group, Inc.

Utilities
485
+ 5.56%
$92.94 - $101.82 $45.1K - $49.4K
9.22K $866K
MTB
M&T Bank Corp

Financial Services
41
+ 2.22%
$172.48 - $221.95 $7.07K - $9.1K
1.89K $355K
KR
Kroger CO

Consumer Defensive
174
+ 4.26%
$55.21 - $63.3 $9.61K - $11K
4.26K $260K
USB
Us Bancorp \De\

Financial Services
141
+ 1.55%
$43.98 - $53.66 $6.2K - $7.57K
9.23K $441K
IRBO
Ishares Robotics & Artificial

ETFs
804
+ 13.36%
N/A
6.82K $218K
TXN
Texas Instruments Inc

Technology
122
+ 5.45%
N/A
2.36K $459K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.04%
$58.39 - $67.04 $117 - $134
5.57K $353K
CME
Cme Group Inc.

Financial Services
22
+ 1.45%
$221.17 - $246.02 $4.87K - $5.41K
1.54K $357K
QUAL
Ishares Msci Usa Quality Facto

ETFs
179
+ 2.0%
$176.42 - $186.91 $31.6K - $33.5K
9.15K $1.63M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.45K
+ 5.46%
$23.7 - $24.34 $34.5K - $35.4K
28.1K $670K
ABT
Abbott Laboratories

Healthcare
279
+ 1.77%
$111.93 - $119.39 $31.2K - $33.3K
16K $1.81M
IWM
Ishares Russell 2000 ETF

ETFs
75
+ 0.76%
$216.13 - $242.4 $16.2K - $18.2K
9.93K $2.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
124
+ 0.79%
$84.34 - $95.14 $10.5K - $11.8K
15.7K $1.37M
TRV
Travelers Companies, Inc.

Financial Services
48
+ 5.38%
$225.97 - $266.66 $10.8K - $12.8K
940 $226K
MPC
Marathon Petroleum Corp

Energy
641
+ 20.85%
$131.65 - $174.84 $84.4K - $112K
3.72K $518K
BOTZ
Global X Fds

ETFs
550
+ 7.95%
$31.11 - $34.18 $17.1K - $18.8K
7.47K $238K
MCO
Moodys Corp

Financial Services
29
+ 6.12%
$454.04 - $500.88 $13.2K - $14.5K
503 $238K
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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