Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
86
+ 2.31%
$134.72 - $159.03 $11.6K - $13.7K
3.8K $553K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
408
+ 9.18%
$55.47 - $61.45 $22.6K - $25.1K
4.85K $286K
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.27%
$161.24 - $173.33 $1.77K - $1.91K
4.14K $707K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.54K
+ 9.34%
$19.42 - $19.54 $29.8K - $30K
18K $349K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.37K
+ 7.13%
$20.64 - $20.73 $28.3K - $28.4K
20.6K $425K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.35K
+ 4.74%
$53.6 - $58.97 $72.4K - $79.6K
29.8K $1.63M
IYE
Ishares Tr

ETFs
125
+ 2.73%
$45.23 - $49.95 $5.65K - $6.24K
4.7K $231K
EOG
Eog Resources Inc

Energy
26
+ 0.83%
$120.54 - $138.05 $3.13K - $3.59K
3.17K $406K
WFC
Wells Fargo & Company

Financial Services
105
+ 1.27%
$66.78 - $81.42 $7.01K - $8.55K
8.41K $603K
GIS
General Mills Inc

Consumer Defensive
802
+ 11.67%
$57.56 - $65.3 $46.2K - $52.4K
7.67K $458K
FAST
Fastenal CO

Industrials
3
+ 0.1%
$71.11 - $79.98 $213 - $240
2.97K $230K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
87
+ 6.49%
$152.57 - $163.66 $13.3K - $14.2K
1.43K $223K
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 8.87%
$476.63 - $610.45 $38.1K - $48.8K
982 $486K
IGRO
Ishares Tr International Divid

ETFs
11
+ 0.35%
$66.91 - $73.87 $736 - $813
3.17K $229K
IEF
Ishares Barclays

ETFs
50
+ 1.5%
$91.17 - $95.39 $4.56K - $4.77K
3.39K $322K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
165
+ 18.48%
$254.58 - $302.92 $42K - $50K
1.06K $270K
AOA
Ishares Tr Core Aggressive All

ETFs
173
+ 1.82%
$75.7 - $80.01 $13.1K - $13.8K
9.66K $738K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
104
+ 4.82%
$106.44 - $113.12 $11.1K - $11.8K
2.26K $246K
QCOM
Qualcomm Inc

Technology
64
+ 1.96%
$151.94 - $175.86 $9.72K - $11.3K
3.33K $511K
PJAN
Innovator U.S. Equity Power Bu

ETFs
631
+ 2.85%
$41.09 - $43.24 $25.9K - $27.3K
22.8K $943K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$113.59 - $123.29 $114 - $123
3.95K $459K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
35
+ 0.3%
$100.32 - $100.76 $3.51K - $3.53K
11.5K $1.16M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
99
+ 2.98%
N/A
3.42K $255K
ABC
Amerisourcebergen Corp

Healthcare
24
+ 2.32%
N/A
1.06K $196K
SHV
Ishares Tr

ETFs
29
+ 0.68%
$110.11 - $110.51 $3.19K - $3.2K
4.27K $471K
F
Ford Motor CO

Consumer Cyclical
47
+ 0.46%
$9.12 - $10.43 $429 - $490
10.2K $102K
Strategy Shs
4.66K
+ 19.95%
N/A
28K $0
OAIM
Unified Ser Tr Oneascent Intl
11.5K
+ 17.68%
N/A
76.8K $0
OAEM
Unified Ser Tr Oneascent Emerg
4.94K
+ 18.37%
N/A
31.8K $0
VUSB
Vanguard Bd Index Fds
964
+ 1.96%
N/A
50.1K $0
CGSD
Capital Grp Core Plus Income E
21.8K
+ 60.63%
N/A
57.8K $0
Capital Group Conservative E
17.6K
New
N/A
17.6K $0
Capital Group Dividend Growe
62.2K
+ 13.25%
N/A
532K $0
Ishares Tr
8.58K
New
N/A
8.58K $0
Capital Group Global Equity
14.7K
New
N/A
14.7K $0
Linde PLC
74
+ 1.79%
N/A
4.2K $0
Capital Grp Fixed Incm ETF T
41.4K
+ 5.08%
N/A
856K $0
J P Morgan Exchange Traded F
3.12K
New
N/A
3.12K $0
J P Morgan Exchange Traded F
4.36K
New
N/A
4.36K $0
Capital Grp Fixed Incm ETF T
22.1K
+ 16.48%
N/A
156K $0
CGMU
Capital Group Core Plus Income
6.32K
+ 15.98%
N/A
45.8K $0
Capital Group Core Balanced
24.5K
+ 105.99%
N/A
47.5K $0
Ishares Tr
8.5K
New
N/A
8.5K $0
First Tr Exchng Traded Fd Vi
31.5K
New
N/A
31.5K $0
Ishares Tr
405
+ 1.91%
N/A
21.6K $0
CGMS
Capital Grp Core Plus Income E
98.9K
+ 28.02%
N/A
452K $0
Fidelity Covington Trust
44.8K
+ 259.8%
N/A
62.1K $0
Root Inc
6.88K
New
N/A
6.88K $0
Elevation Series Trust
2.84K
+ 19.57%
N/A
17.3K $0
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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