Valmark Advisers, Inc. Purchases in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
14.2K
+ 34.31%
N/A
55.6K $0
Ishares Tr
365
+ 1.69%
N/A
22K $0
Blackrock ETF Trust Ii
24.4K
New
N/A
24.4K $0
Northern Lts Fd Tr Iv
1.94K
+ 22.86%
N/A
10.4K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
3.34K
+ 54.61%
N/A
9.46K $0
MCO
Moodys Corp

Financial Services
10
+ 1.99%
$437.8 - $527.48 $4.38K - $5.27K
513 $238K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.02%
$62.72 - $71.92 $62.7 - $71.9
5.57K $350K
IWS
Ishares Russell Midcap Value E

ETFs
78
+ 1.71%
$122.59 - $135.24 $9.56K - $10.5K
4.64K $583K
AGM
Federal Agricultural Mortgage Corp

Financial Services
397
+ 4.6%
$182.78 - $209.07 $72.6K - $83K
9.02K $1.69M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
7
+ 0.34%
$119.84 - $136.1 $839 - $953
2.08K $251K
MS
Morgan Stanley

Financial Services
197
+ 5.02%
$111.68 - $141.08 $22K - $27.8K
4.12K $481K
FPE
First Tr Pfd Secs & Income ETF

ETFs
968
+ 0.37%
$17.53 - $17.87 $17K - $17.3K
262K $4.61M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
229
+ 1.77%
$32.42 - $36.13 $7.42K - $8.27K
13.2K $434K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.29K
+ 4.67%
$64.88 - $72.1 $473K - $526K
164K $10.8M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.8%
$149.27 - $169.4 $1.79K - $2.03K
1.51K $227K
FV
First Trust Dorsey Wright Focu

ETFs
6.38K
+ 7.25%
$53.91 - $63.03 $344K - $402K
94.4K $5.18M
CNI
Canadian National Railway CO

Industrials
46
+ 0.71%
$95.46 - $106.79 $4.39K - $4.91K
6.49K $632K
MSI
Motorola Solutions, Inc.

Technology
198
+ 4.23%
$411.73 - $482.1 $81.5K - $95.5K
4.88K $2.14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
+ 1.25%
$203.38 - $274.79 $3.25K - $4.4K
1.3K $266K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.28%
$211.47 - $267.17 $634 - $802
1.06K $225K
AMAT
Applied Materials Inc

Technology
4
+ 0.21%
$145.06 - $195.51 $580 - $782
1.87K $270K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
254
+ 3.01%
$96.85 - $111.39 $24.6K - $28.3K
8.69K $857K
FITB
Fifth Third Bancorp

Financial Services
432
+ 2.6%
$37.48 - $44.96 $16.2K - $19.4K
17K $667K
DHR
Danaher Corp

Healthcare
78
+ 3.41%
$201.62 - $250.59 $15.7K - $19.5K
2.37K $484K
INTU
Intuit Inc

Technology
2
+ 0.06%
$555.63 - $630.23 $1.11K - $1.26K
3.33K $2.05M
DOV
Dover Corp

Industrials
10
+ 0.24%
$174.65 - $206.43 $1.75K - $2.06K
4.14K $726K
FDS
Factset Research Systems Inc

Financial Services
3
+ 0.15%
$427.5 - $476.51 $1.28K - $1.43K
1.94K $883K
IWM
Ishares Russell 2000 ETF

ETFs
798
+ 8.04%
$198.1 - $229.79 $158K - $183K
10.7K $2.14M
DIS
Walt Disney CO

Communication Services
905
+ 7.54%
$96.87 - $114.0 $87.7K - $103K
12.9K $1.27M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.01%
$114.9 - $139.6 $115 - $140
6.97K $819K
ORCL
Oracle Corp

Technology
589
+ 10.55%
$139.81 - $186.47 $82.3K - $110K
6.17K $863K
DFAS
Dimensional ETF Tr U S Small C

ETFs
375
+ 2.05%
$58.81 - $68.2 $22.1K - $25.6K
18.6K $1.11M
CAT
Caterpillar Inc

Industrials
86
+ 2.58%
$326.75 - $407.63 $28.1K - $35.1K
3.41K $1.13M
ZBRA
Zebra Technologies Corp

Technology
5
+ 0.62%
$271.72 - $421.11 $1.36K - $2.11K
816 $230K
EMR
Emerson Electric CO

Industrials
362
+ 4.24%
$108.64 - $131.17 $39.3K - $47.5K
8.9K $975K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.08%
$237.01 - $304.45 $474 - $609
2.42K $577K
XLK
Technology Sector Spdr

ETFs
2.26K
+ 10.4%
$206.38 - $242.18 $467K - $548K
24K $4.96M
LOW
Lowes Companies Inc

Consumer Cyclical
211
+ 1.87%
$222.66 - $268.42 $47K - $56.6K
11.5K $2.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.01%
$96.93 - $109.51 $96.9 - $110
16.2K $1.59M
SHOP
Shopify Inc.

Technology
14
+ 0.13%
$90.59 - $129.31 $1.27K - $1.81K
10.7K $1.02M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
266
+ 1.81%
$94.32 - $110.46 $25.1K - $29.4K
15K $1.45M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
476
+ 0.79%
$55.05 - $58.37 $26.2K - $27.8K
60.9K $3.38M
BX
Blackstone Inc.

Financial Services
4
+ 0.1%
$136.53 - $186.74 $546 - $747
3.98K $555K
MXCT
Maxcyte, Inc.

Healthcare
7.55K
+ 6.53%
$2.73 - $5.1 $20.6K - $38.5K
123K $336K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.05%
$423.19 - $506.29 $846 - $1.01K
3.89K $1.74M
VB
Vanguard Small Cap ETF

ETFs
1.82K
+ 5.93%
$217.89 - $252.64 $397K - $460K
32.5K $7.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.22K
+ 2.65%
$23.16 - $27.04 $74.5K - $87K
125K $2.92M
OVLY
Oak Valley Bancorp

Financial Services
1K
+ 1.69%
$23.75 - $28.31 $23.8K - $28.3K
60K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.35K
+ 4.05%
$554.06 - $615.85 $1.3M - $1.45M
60.4K $34M
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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