Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
2.33K
+ 5.94%
$23.29 - $25.88 $54.2K - $60.3K
41.6K $1.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.87K
+ 2.91%
$50.85 - $51.35 $94.9K - $95.8K
66K $3.38M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
372
+ 4.5%
$128.6 - $136.01 $47.8K - $50.6K
8.64K $1.17M
IGE
Ishares Tr North Amern Nat Res

ETFs
500
+ 3.02%
$44.5 - $49.6 $22.3K - $24.8K
17.1K $836K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
651
+ 4.6%
$64.58 - $69.94 $42K - $45.5K
14.8K $1.03M
NFLX
Netflix Inc

Communication Services
315
+ 15.77%
$1147.87 - $1297.18 $362K - $409K
2.31K $2.77M
VIG
Vanguard Dividend Appreciation

ETFs
529
+ 0.35%
N/A
153K $27.8M
FQAL
Fidelity Covington Tr Quality

ETFs
171
+ 1.05%
$69.69 - $74.72 $11.9K - $12.8K
16.5K $1.23M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23
+ 0.63%
$435.72 - $463.74 $10K - $10.7K
3.68K $1.71M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.52K
+ 25.21%
$19.49 - $19.61 $88K - $88.6K
22.4K $438K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.85K
+ 4.78%
$25.37 - $25.79 $72.3K - $73.5K
62.5K $1.6M
GBIL
Goldman Sachs Access Treasury

ETFs
859
+ 7.72%
$99.82 - $100.23 $85.7K - $86.1K
12K $1.2M
CINF
Cincinnati Financial Corp

Financial Services
18
+ 0.21%
$145.8 - $158.1 $2.62K - $2.85K
8.48K $1.34M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.45K
+ 0.28%
$24.08 - $24.5 $35K - $35.6K
514K $12.5M
CMI
Cummins Inc

Industrials
7
+ 0.85%
$327.85 - $426.39 $2.29K - $2.98K
828 $349K
SO
Southern CO

Utilities
386
+ 2.65%
$90.83 - $96.0 $35.1K - $37.1K
15K $1.42M
MS
Morgan Stanley

Financial Services
71
+ 1.9%
$139.09 - $161.16 $9.88K - $11.4K
3.8K $603K
IYH
Ishares Tr

ETFs
308
+ 1.17%
$54.36 - $58.96 $16.7K - $18.2K
26.5K $1.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
516
+ 1.6%
$37.2 - $39.61 $19.2K - $20.4K
32.7K $1.3M
FITB
Fifth Third Bancorp

Financial Services
189
+ 1.02%
$40.91 - $46.28 $7.73K - $8.75K
18.7K $833K
VNQI
Vanguard Global Ex U.S. Real

ETFs
128
+ 0.31%
$45.22 - $48.34 $5.79K - $6.19K
41.7K $1.99M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
302
+ 3.68%
$84.28 - $89.46 $25.5K - $27K
8.5K $756K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
727
+ 27.88%
$79.89 - $83.25 $58.1K - $60.5K
3.34K $275K
IXN
Ishares Global Information Tec

ETFs
289
+ 8.6%
$91.28 - $103.32 $26.4K - $29.9K
3.65K $376K
IDEV
Ishares Core Msci Intl Develop

ETFs
617
+ 16.38%
$74.68 - $80.26 $46.1K - $49.5K
4.38K $351K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.83K
+ 5.95%
$21.68 - $22.04 $61.3K - $62.3K
50.3K $1.11M
AIQ
Global X Funds Global X Artifi

ETFs
312
+ 3.75%
$43.2 - $49.66 $13.5K - $15.5K
8.64K $426K
KMB
Kimberly Clark Corp

Consumer Defensive
645
+ 17.57%
$121.72 - $136.77 $78.5K - $88.2K
4.32K $536K
META
Meta Platforms, Inc.

Communication Services
125
+ 1.58%
$695.21 - $791.73 $86.9K - $99K
8.05K $5.91M
AOA
Ishares Tr Core Aggressive All

ETFs
153
+ 1.53%
$82.71 - $88.14 $12.7K - $13.5K
10.2K $894K
VPU
Vanguard Utilities ETF

ETFs
36
+ 0.87%
$175.25 - $189.41 $6.31K - $6.82K
4.16K $786K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.88K
+ 1.87%
$22.64 - $23.22 $42.6K - $43.7K
103K $2.37M
PAVE
Global X Fds Us Infrastructure

ETFs
449
+ 4.92%
$44.02 - $47.63 $19.8K - $21.4K
9.57K $455K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
27
+ 2.64%
$275.84 - $326.36 $7.45K - $8.81K
1.05K $342K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.74K
+ 5.36%
$19.57 - $19.98 $53.5K - $54.6K
53.8K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
35
+ 10.7%
$696.56 - $806.32 $24.4K - $28.2K
362 $288K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
477
+ 3.57%
$36.04 - $38.78 $17.2K - $18.5K
13.9K $534K
RWR
Spdr Dow Jones Reit ETF

ETFs
183
+ 1.93%
$95.17 - $101.62 $17.4K - $18.6K
9.66K $969K
JEPI
J P Morgan Exchange Traded Fd

ETFs
731
+ 1.39%
$55.61 - $57.37 $40.7K - $41.9K
53.5K $3.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.61K
+ 14.96%
$19.61 - $19.79 $51.1K - $51.6K
20K $394K
PPA
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.19%
$139.82 - $155.45 $979 - $1.09K
3.73K $579K
VFH
Vanguard Financial ETF

ETFs
162
+ 2.08%
$125.23 - $132.78 $20.3K - $21.5K
7.94K $1.04M
IYF
Ishares Tr

ETFs
26
+ 0.32%
$119.89 - $127.16 $3.12K - $3.31K
8.08K $1.02M
MCK
Mckesson Corp

Healthcare
19
+ 2.25%
$659.01 - $772.54 $12.5K - $14.7K
862 $665K
EPD
Enterprise Products Partners L.P.

Energy
1.41K
+ 16.46%
$30.74 - $32.14 $43.2K - $45.2K
9.95K $311K
IDU
Ishares Tr U S Utils ETF

ETFs
299
+ 15.31%
$103.7 - $111.17 $31K - $33.2K
2.25K $249K
IDV
Ishares Tr

ETFs
13
+ 0.06%
$34.54 - $37.28 $449 - $485
22.2K $811K
CVS
Cvs Health Corp

Healthcare
292
+ 8.49%
$58.75 - $76.5 $17.2K - $22.3K
3.73K $281K
IJS
Ishares S&P Smallcap 600 Value

ETFs
29
+ 0.81%
$98.99 - $112.2 $2.87K - $3.25K
3.63K $401K
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