Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMTL
Spdr Doubleline Emerging Marke

ETFs
665
+ 6.2%
$42.03 - $43.34 $27.9K - $28.8K
11.4K $479K
CARR
Carrier Global Corp

Industrials
876
+ 22.47%
$66.69 - $82.65 $58.4K - $72.4K
4.77K $325K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.2K
+ 14.57%
$26.65 - $29.34 $32K - $35.2K
9.44K $255K
DFAT
Dimensional ETF Tr U S Target

ETFs
184
+ 2.76%
$54.54 - $61.04 $10K - $11.2K
6.86K $381K
HEFA
Ishares Currency Hedged Msci E

ETFs
809
+ 2.79%
$34.42 - $35.88 $27.8K - $29K
29.8K $1.04M
FAST
Fastenal CO

Industrials
82
+ 2.84%
$69.99 - $84.35 $5.74K - $6.92K
2.97K $213K
EOG
Eog Resources Inc

Energy
79
+ 2.58%
$118.22 - $136.54 $9.34K - $10.8K
3.14K $384K
HD
Home Depot, Inc.

Consumer Cyclical
502
+ 4.35%
$385.02 - $431.37 $193K - $217K
12K $4.69M
FITB
Fifth Third Bancorp

Financial Services
419
+ 2.59%
$41.76 - $48.44 $17.5K - $20.3K
16.6K $701K
TFC
Truist Financial Corp

Financial Services
13
+ 0.12%
$41.51 - $48.1 $540 - $625
10.6K $459K
SPIB
Spdr Portfolio Intermediate Te

ETFs
616
+ 4.41%
$32.65 - $33.68 $20.1K - $20.7K
14.6K $478K
FLGV
Franklin Templeton ETF Trfrank

ETFs
2K
+ 5.56%
$20.03 - $21.07 $40K - $42.1K
37.9K $762K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
40
+ 3.92%
$238.25 - $261.28 $9.53K - $10.5K
1.06K $256K
SHV
Ishares Tr

ETFs
68
+ 1.63%
$109.92 - $110.57 $7.47K - $7.52K
4.24K $467K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
350
+ 2.18%
$19.38 - $19.58 $6.78K - $6.85K
16.4K $319K
FMB
First Tr Exchange Traded Fd Ii

ETFs
257
+ 3.16%
$50.62 - $52.07 $13K - $13.4K
8.39K $427K
TLT
Ishares Barclays 20+ Year Trea

ETFs
515
+ 13.61%
$87.1 - $98.49 $44.9K - $50.7K
4.3K $375K
FENY
Fidelity Covington Tr Msci Ene

ETFs
338
+ 1.42%
$23.14 - $26.91 $7.82K - $9.1K
24.2K $575K
IYE
Ishares Tr

ETFs
96
+ 2.14%
$43.93 - $51.37 $4.22K - $4.93K
4.58K $208K
Capital Grp Fixed Incm ETF T
134K
New
N/A
134K $0
Blackrock Inc
1.46K
New
N/A
1.46K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.12K
New
N/A
6.12K $0
Celestica Inc
373
+ 1.87%
N/A
20.4K $0
OAEM
Unified Ser Tr Oneascent Emerg
2.18K
+ 8.82%
N/A
26.9K $0
Elevation Series Trust
14.5K
New
N/A
14.5K $0
Capital Group Dividend Growe
58.3K
+ 14.17%
N/A
470K $0
MGV
Vanguard Mega Cap Value

ETFs
56
+ 2.41%
$124.06 - $133.48 $6.95K - $7.47K
2.38K $297K
Fidelity Covington Trust
17.2K
New
N/A
17.2K $0
Strategy Shs
23.4K
New
N/A
23.4K $0
CGMS
Capital Grp Core Plus Income E
19.3K
+ 5.77%
N/A
353K $0
Capital Grp Fixed Incm ETF T
10.7K
+ 1.33%
N/A
815K $0
CGSD
Capital Grp Core Plus Income E
36K
New
N/A
36K $0
CGMU
Capital Group Core Plus Income
39.5K
New
N/A
39.5K $0
Ge Vernova Inc
81
+ 3.46%
N/A
2.42K $0
Ishares Tr
4.04K
+ 22.92%
N/A
21.6K $0
Northern Lts Fd Tr Iv
3.7K
+ 77.0%
N/A
8.5K $0
Ishares Tr
21.2K
New
N/A
21.2K $0
Linde PLC
67
+ 1.65%
N/A
4.13K $0
Blackrock ETF Trust Ii
19.9K
+ 92.46%
N/A
41.4K $0
America Movil Sab De Cv
79
+ 0.62%
N/A
12.9K $0
CLX
Clorox CO

Consumer Defensive
4
+ 0.11%
$156.51 - $169.74 $626 - $679
3.54K $575K
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.74%
$162.69 - $181.35 $1.79K - $1.99K
1.5K $245K
BIBL
Northern Lts Fd Tr Iv

ETFs
351
+ 4.04%
$38.73 - $42.41 $13.6K - $14.9K
9.04K $351K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
170
+ 1.57%
$19.99 - $20.7 $3.4K - $3.52K
11K $220K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.26K
+ 4.07%
$45.83 - $48.07 $57.9K - $60.7K
32.3K $1.48M
DTH
Wisdomtree Tr

ETFs
457
+ 7.91%
$37.38 - $41.11 $17.1K - $18.8K
6.23K $235K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
34
+ 1.6%
$108.28 - $117.54 $3.68K - $4K
2.16K $234K
PAVE
Global X Fds Us Infrastructure

ETFs
3
+ 0.03%
$40.41 - $45.95 $121 - $138
10.7K $432K
WM
Waste Management Inc

Industrials
106
+ 2.05%
$201.79 - $228.46 $21.4K - $24.2K
5.28K $1.07M
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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