Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
961
+ 1.92%
$15.87 - $17.88 $15.3K - $17.2K
51.1K $882K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
142
+ 2.56%
$82.42 - $87.03 $11.7K - $12.4K
5.69K $495K
XLRE
Select Sector Spdr Tr Real Est

ETFs
665
+ 4.44%
$40.94 - $42.85 $27.2K - $28.5K
15.6K $659K
ITA
Ishares Tr

ETFs
72
+ 6.61%
$184.73 - $209.26 $13.3K - $15.1K
1.16K $243K
FENY
Fidelity Covington Tr Msci Ene

ETFs
303
+ 1.29%
$23.27 - $25.46 $7.05K - $7.71K
23.7K $586K
BP
Bp PLC

Energy
72
+ 0.96%
$30.25 - $35.69 $2.18K - $2.57K
7.56K $260K
SPIB
Spdr Portfolio Intermediate Te

ETFs
844
+ 4.76%
$33.26 - $34.01 $28.1K - $28.7K
18.6K $630K
DFAT
Dimensional ETF Tr U S Target

ETFs
192
+ 3.46%
$53.36 - $59.69 $10.2K - $11.5K
5.74K $334K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
243
+ 4.06%
$117.65 - $120.08 $28.6K - $29.2K
6.22K $743K
IBMP
Ishares Tr Ibonds December 202

ETFs
837
+ 1.3%
$25.3 - $25.56 $21.2K - $21.4K
65.4K $1.67M
BIBL
Northern Lts Fd Tr Iv

ETFs
26
+ 0.31%
$41.43 - $44.43 $1.08K - $1.16K
8.49K $377K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.12%
$236.93 - $271.12 $237 - $271
865 $234K
AXP
American Express CO

Financial Services
17
+ 1.06%
$294.27 - $342.31 $5K - $5.82K
1.62K $536K
IBMO
Ishares Tr Ibonds December 202

ETFs
973
+ 1.54%
$25.58 - $25.72 $24.9K - $25K
64.3K $1.65M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
509
+ 7.78%
$50.29 - $50.86 $25.6K - $25.9K
7.05K $358K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
85
+ 2.84%
$92.97 - $100.18 $7.9K - $8.52K
3.08K $306K
DHR
Danaher Corp

Healthcare
113
+ 5.09%
$181.46 - $212.2 $20.5K - $24K
2.33K $462K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.95%
$285.05 - $309.14 $2.57K - $2.78K
957 $294K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
287
+ 9.3%
$82.38 - $83.0 $23.6K - $23.8K
3.37K $279K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.59%
$76.33 - $82.51 $1.53K - $1.65K
3.4K $280K
V
Visa Inc.

Financial Services
352
+ 4.97%
$332.09 - $358.86 $117K - $126K
7.43K $2.54M
EUSB
Ishares Tr Esg Advanced Total

Technology
395
+ 4.56%
$42.97 - $44.2 $17K - $17.5K
9.07K $398K
IEMG
Ishares Inc

ETFs
395
+ 2.24%
N/A
18.1K $968K
BOND
Pimco Active Bond Exchange Tra

ETFs
42
+ 0.3%
$90.83 - $93.81 $3.81K - $3.94K
13.9K $1.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.16%
$164.63 - $174.58 $494 - $524
1.83K $318K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
222
+ 2.97%
$68.58 - $69.85 $15.2K - $15.5K
7.69K $535K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
177
+ 6.29%
$71.6 - $76.11 $12.7K - $13.5K
2.99K $226K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
196
+ 1.11%
$39.58 - $40.74 $7.76K - $7.99K
17.9K $727K
IYG
Ishares Tr

ETFs
22
+ 0.63%
$85.16 - $90.57 $1.87K - $1.99K
3.49K $313K
F
Ford Motor CO

Consumer Cyclical
362
+ 3.54%
$10.82 - $12.09 $3.92K - $4.38K
10.6K $126K
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 2.61%
$139.5 - $153.94 $6.98K - $7.7K
1.97K $298K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.23%
$301.44 - $365.84 $904 - $1.1K
1.3K $420K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
164
+ 1.27%
$45.6 - $46.92 $7.48K - $7.69K
13.1K $610K
WMB
Williams Companies, Inc.

Energy
128
+ 1.99%
$56.52 - $64.01 $7.23K - $8.19K
6.56K $415K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1
+ 0.05%
$134.42 - $141.26 $134 - $141
2.02K $285K
ECL
Ecolab Inc.

Basic Materials
11
+ 1.4%
$259.39 - $285.47 $2.85K - $3.14K
794 $217K
RWX
Spdr Dow Jones International R

ETFs
15
+ 0.1%
$26.58 - $28.39 $399 - $426
15.2K $422K
CB
Chubb LTD

Financial Services
178
+ 3.08%
$265.99 - $289.59 $47.3K - $51.5K
5.96K $1.68M
NRG
Nrg Energy, Inc.

Utilities
34
+ 2.6%
$144.77 - $173.91 $4.92K - $5.91K
1.34K $217K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
43
+ 0.17%
$50.81 - $51.07 $2.18K - $2.2K
25.7K $1.31M
IGRO
Ishares Tr International Divid

ETFs
18
+ 0.56%
$75.97 - $80.24 $1.37K - $1.44K
3.23K $257K
IEF
Ishares Barclays

ETFs
22
+ 0.67%
$93.91 - $97.26 $2.07K - $2.14K
3.29K $316K
ABC
Amerisourcebergen Corp

Healthcare
9
+ 0.81%
N/A
1.12K $206K
Capital Grp Fixed Incm ETF T
31.6K
+ 17.08%
N/A
217K $0
Ishares Tr
2.37K
+ 9.93%
N/A
26.3K $0
Capital Grp Fixed Incm ETF T
6.12K
+ 62.46%
N/A
15.9K $0
Ishares Tr
4.21K
+ 49.07%
N/A
12.8K $0
CGSD
Capital Grp Core Plus Income E
19.1K
+ 28.76%
N/A
85.5K $0
Capital Grp Fixed Incm ETF T
46.8K
+ 5.33%
N/A
923K $0
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
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