Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
38
+ 0.35%
$113.75 - $148.48 $4.32K - $5.64K
10.9K $1.59M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
2.09K
+ 5.76%
$33.11 - $37.79 $69.1K - $78.8K
38.3K $1.45M
IWN
Ishares Russell2000 Val ETF

ETFs
886
+ 58.71%
$131.84 - $157.76 $117K - $140K
2.4K $377K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.51K
+ 15.87%
$21.57 - $21.99 $140K - $143K
47.5K $1.04M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.03%
$104.34 - $138.68 $209 - $277
6.98K $967K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
6.96K
+ 15.8%
$19.44 - $19.88 $135K - $138K
51K $1.01M
AMAT
Applied Materials Inc

Technology
393
+ 21.06%
$126.95 - $183.52 $49.9K - $72.1K
2.26K $413K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.05K
+ 5.22%
$26.41 - $26.76 $133K - $135K
102K $2.73M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.11K
+ 8.77%
$25.32 - $25.63 $129K - $131K
63.4K $1.62M
FNDX
Schwab Fundamental U S Large C

ETFs
4.33K
+ 14.52%
$20.84 - $24.54 $90.2K - $106K
34.2K $838K
MTB
M&T Bank Corp

Financial Services
530
+ 28.42%
$156.58 - $193.99 $83K - $103K
2.4K $464K
GBIL
Goldman Sachs Access Treasury

ETFs
1.29K
+ 13.11%
$99.83 - $100.19 $129K - $129K
11.1K $1.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
328
+ 31.0%
$224.16 - $285.86 $73.5K - $93.8K
1.39K $396K
DFAS
Dimensional ETF Tr U S Small C

ETFs
768
+ 4.12%
$52.31 - $63.72 $40.2K - $48.9K
19.4K $1.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
412
+ 0.26%
$77.94 - $79.5 $32.1K - $32.8K
159K $12.7M
XLF
Financial Sector Spdr

ETFs
945
+ 3.38%
$43.92 - $52.37 $41.5K - $49.5K
28.9K $1.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.17%
$272.36 - $339.57 $1.63K - $2.04K
3.63K $1.23M
MA
Mastercard Inc

Financial Services
123
+ 3.39%
$479.92 - $590.74 $59K - $72.7K
3.75K $2.11M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.78K
+ 5.83%
$32.11 - $38.21 $57K - $67.8K
32.2K $1.22M
FVAL
Fidelity Covington Tr Value Fa

ETFs
179
+ 0.73%
$52.8 - $63.87 $9.45K - $11.4K
24.7K $1.58M
AXP
American Express CO

Financial Services
125
+ 8.49%
$231.39 - $318.98 $28.9K - $39.9K
1.6K $509K
SUB
Ishares Short Term National Mu

ETFs
792
+ 2.04%
$104.77 - $106.34 $83K - $84.2K
39.6K $4.21M
MMM
3 M CO

Industrials
557
+ 10.6%
$126.09 - $154.15 $70.2K - $85.9K
5.81K $884K
HBAN
Huntington Bancshares Inc

Financial Services
1.68K
+ 3.48%
$12.49 - $16.76 $21K - $28.2K
50.1K $839K
WELL
Welltower Inc.

Real Estate
691
+ 29.84%
$136.49 - $155.22 $94.3K - $107K
3.01K $462K
MPC
Marathon Petroleum Corp

Energy
145
+ 3.81%
$118.55 - $170.08 $17.2K - $24.7K
3.95K $655K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.83K
+ 4.46%
$45.68 - $47.4 $83.7K - $86.8K
42.9K $2.03M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
667
+ 2.54%
$89.58 - $95.01 $59.7K - $63.4K
26.9K $2.56M
AOA
Ishares Tr Core Aggressive All

ETFs
340
+ 3.52%
$69.46 - $83.4 $23.6K - $28.4K
10K $834K
IAU
Ishares Gold Trust

ETFs
1.02K
+ 10.79%
$56.1 - $64.74 $57.3K - $66.2K
10.5K $654K
DUK
Duke Energy Corp

Utilities
1.12K
+ 11.89%
$112.46 - $124.05 $126K - $139K
10.6K $1.25M
BLD
Top Build Corp

Industrials
12
+ 0.25%
$275.93 - $326.59 $3.31K - $3.92K
4.9K $1.59M
BK
Bank Of New York Mellon Corp

Financial Services
23
+ 0.18%
$73.31 - $91.62 $1.69K - $2.11K
12.8K $1.17M
MAR
Marriott International Inc

Consumer Cyclical
39
+ 1.61%
$211.12 - $274.14 $8.23K - $10.7K
2.46K $672K
FITB
Fifth Third Bancorp

Financial Services
1.49K
+ 8.73%
$33.32 - $41.51 $49.5K - $61.7K
18.5K $761K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.05K
+ 4.19%
$22.54 - $23.17 $91.3K - $93.8K
101K $2.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
430
+ 0.2%
$85.42 - $94.39 $36.7K - $40.6K
220K $20.6M
NVS
Novartis Ag

Healthcare
19
+ 0.22%
$101.96 - $121.01 $1.94K - $2.3K
8.81K $1.07M
LMT
Lockheed Martin Corp

Industrials
41
+ 1.05%
$430.82 - $486.45 $17.7K - $19.9K
3.93K $1.82M
USXF
Ishares Esg Advanced Msci Usa

Technology
514
+ 6.75%
$41.54 - $53.93 $21.4K - $27.7K
8.13K $438K
XLV
Select Sector Spdr Fund Health

ETFs
9.99K
+ 8.86%
$128.77 - $144.3 $1.29M - $1.44M
123K $16.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.62K
+ 3.8%
$66.5 - $71.25 $108K - $115K
44.1K $3.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.72%
$4164.15 - $5789.24 $4.16K - $5.79K
59 $341K
SYK
Stryker Corp

Healthcare
48
+ 2.08%
$337.37 - $395.63 $16.2K - $19K
2.35K $930K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.05%
$57.46 - $75.58 $172 - $227
5.57K $421K
PH
Parker Hannifin Corp

Industrials
48
+ 12.66%
$517.23 - $700.54 $24.8K - $33.6K
427 $298K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.84K
+ 11.59%
$32.62 - $33.58 $60.1K - $61.9K
17.7K $595K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
631
+ 12.84%
$70.7 - $82.14 $44.6K - $51.8K
5.55K $455K
MCK
Mckesson Corp

Healthcare
17
+ 2.06%
$652.83 - $732.78 $11.1K - $12.5K
843 $617K
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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