Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
404
+ 1.07%
$75.05 - $77.34 $30.3K - $31.2K
38.3K $2.96M
CARR
Carrier Global Corp

Industrials
194
+ 4.12%
$55.55 - $75.83 $10.8K - $14.7K
4.91K $359K
FLGV
Franklin Templeton ETF Trfrank

ETFs
2.95K
+ 7.91%
$20.16 - $20.7 $59.5K - $61.1K
40.3K $827K
BMY
Bristol Myers Squibb CO

Healthcare
2.65K
+ 62.54%
$44.12 - $59.6 $117K - $158K
6.89K $318K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.1%
$82.17 - $99.96 $657 - $800
8.32K $817K
IXN
Ishares Global Information Tec

ETFs
11
+ 0.33%
$65.81 - $92.34 $724 - $1.02K
3.36K $310K
FPE
First Tr Pfd Secs & Income ETF

ETFs
113
+ 0.04%
$16.93 - $17.81 $1.91K - $2.01K
262K $4.67M
SHV
Ishares Tr

ETFs
499
+ 11.68%
$110.06 - $110.46 $54.9K - $55.1K
4.77K $526K
PAVE
Global X Fds Us Infrastructure

ETFs
29
+ 0.32%
$33.78 - $43.68 $980 - $1.27K
9.12K $397K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.57K
+ 5.76%
$22.87 - $24.35 $35.8K - $38.1K
28.8K $700K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.71%
$451.58 - $565.94 $3.16K - $3.96K
989 $537K
BOND
Pimco Active Bond Exchange Tra

ETFs
575
+ 4.31%
$89.87 - $92.93 $51.7K - $53.4K
13.9K $1.28M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
355
+ 2.38%
$67.03 - $80.35 $23.8K - $28.5K
15.3K $1.22M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
6.67K
+ 2.93%
$27.28 - $31.13 $182K - $207K
234K $7.04M
IYT
Ishares Tr U.S. Transportation

ETFs
377
+ 8.91%
$55.22 - $68.54 $20.8K - $25.8K
4.61K $315K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
195
+ 1.48%
$29.12 - $35.84 $5.68K - $6.99K
13.4K $479K
ICSH
Blackrock Ultra Short Term Bon

ETFs
814
+ 2.16%
$50.48 - $50.71 $41.1K - $41.3K
38.4K $1.95M
DTM
Dt Midstream, Inc.

Energy
92
+ 3.89%
$87.23 - $109.91 $8.03K - $10.1K
2.46K $269K
IYG
Ishares Tr

ETFs
195
+ 5.95%
$68.9 - $85.6 $13.4K - $16.7K
3.47K $297K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
428
+ 9.25%
$54.27 - $63.01 $23.2K - $27K
5.06K $316K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.02%
$276.76 - $326.81 $830 - $980
12.3K $3.78M
SYY
Sysco Corp

Consumer Defensive
445
+ 15.14%
$68.0 - $75.91 $30.3K - $33.8K
3.38K $256K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
97
+ 4.3%
$102.11 - $124.82 $9.9K - $12.1K
2.35K $293K
HD
Home Depot, Inc.

Consumer Cyclical
92
+ 0.78%
$335.24 - $380.78 $30.8K - $35K
11.9K $4.35M
WMB
Williams Companies, Inc.

Energy
238
+ 3.84%
$54.33 - $62.87 $12.9K - $15K
6.44K $404K
AOR
Ishares Tr Core Growth Allocat

ETFs
147
+ 2.5%
$53.36 - $61.57 $7.84K - $9.05K
6.03K $371K
ABBV
Abb Vie Inc.

Healthcare
1.43K
+ 14.65%
$170.16 - $206.27 $243K - $295K
11.2K $2.08M
IWS
Ishares Russell Midcap Value E

ETFs
14
+ 0.3%
$110.58 - $132.14 $1.55K - $1.85K
4.65K $614K
SPGI
S&P Global Inc.

Financial Services
39
+ 6.93%
$438.31 - $527.29 $17.1K - $20.6K
602 $317K
MO
Altria Group, Inc.

Consumer Defensive
643
+ 12.83%
$55.56 - $60.91 $35.7K - $39.2K
5.65K $331K
VOE
Vanguard Mid Cap Value Index F

ETFs
144
+ 8.58%
$141.87 - $164.49 $20.4K - $23.7K
1.82K $299K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.24K
+ 11.68%
$20.23 - $21.04 $25K - $26K
11.8K $248K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
990
+ 11.28%
$24.31 - $25.29 $24.1K - $25K
9.77K $247K
CRM
Salesforce, Inc.

Technology
44
+ 1.17%
$236.26 - $291.15 $10.4K - $12.8K
3.8K $1.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
1
+ 0.03%
$61.79 - $76.67 $61.8 - $76.7
3.77K $286K
EMTL
Spdr Doubleline Emerging Marke

ETFs
603
+ 5.5%
$41.99 - $43.17 $25.3K - $26K
11.6K $499K
JMBS
Janus Detroit Str Tr Henderson

ETFs
593
+ 8.36%
$43.89 - $45.45 $26K - $27K
7.69K $346K
IGRO
Ishares Tr International Divid

ETFs
36
+ 1.13%
$66.32 - $80.17 $2.39K - $2.89K
3.21K $253K
FAST
Fastenal CO

Industrials
3.07K
+ 103.23%
$40.65 - $83.16 $125K - $255K
6.04K $253K
TFC
Truist Financial Corp

Financial Services
13
+ 0.12%
$34.79 - $42.99 $452 - $559
10.5K $453K
FTSL
First Trust Senior Ln Fund

ETFs
218
+ 0.54%
$44.58 - $46.07 $9.72K - $10K
40.2K $1.85M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
450
+ 10.38%
$47.13 - $52.52 $21.2K - $23.6K
4.78K $241K
XLB
Select Sector Spdr Fd Material

ETFs
128
+ 3.79%
$74.27 - $88.92 $9.51K - $11.4K
3.5K $307K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
163
+ 7.21%
$95.52 - $109.98 $15.6K - $17.9K
2.42K $262K
IBB
Ishares Biotechnology ETF

ETFs
139
+ 5.71%
$112.02 - $129.0 $15.6K - $17.9K
2.57K $325K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
3.52K
+ 0.69%
$23.96 - $24.41 $84.2K - $85.8K
512K $12.4M
KMI
Kinder Morgan, Inc.

Energy
109
+ 0.97%
$25.21 - $29.4 $2.75K - $3.2K
11.4K $334K
CRF
Cornerstone Total Return Fund Inc

Financial Services
667
+ 5.56%
$6.44 - $7.75 $4.3K - $5.17K
12.7K $98K
XLP
Consumer Staples Sector Spdr

ETFs
161
+ 1.98%
N/A
8.31K $631K
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
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