Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
9.48K
+ 18.87%
N/A
59.7K $0
Ishares Tr
2.91K
+ 34.27%
N/A
11.4K $0
Capital Group New Geography
21.5K
New
N/A
21.5K $0
Blackrock Inc
13
+ 0.91%
N/A
1.44K $0
Blackrock ETF Trust
14.5K
New
N/A
14.5K $0
Blackrock ETF Trust
9.29K
New
N/A
9.29K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.43K
+ 11.87%
N/A
13.5K $0
Blackrock ETF Trust Ii
14.9K
New
N/A
14.9K $0
Capital Group Conservative E
17.9K
+ 28.68%
N/A
80.3K $0
Capital Group Core Balanced
27.7K
+ 42.96%
N/A
92.1K $0
Capital Group Dividend Growe
34.9K
+ 6.21%
N/A
598K $0
Capital Group Equity ETF Tr
48.3K
+ 382.98%
N/A
60.9K $0
Capital Group Global Equity
47.6K
+ 168.44%
N/A
75.8K $0
Capital Group International
30.5K
New
N/A
30.5K $0
Blackrock ETF Trust Ii
16.8K
+ 26.13%
N/A
80.9K $0
CGMS
Capital Grp Core Plus Income E
24.2K
+ 4.71%
N/A
538K $0
Morgan Stanley ETF Trust
4.84K
New
N/A
4.84K $0
J P Morgan Exchange Traded F
2.55K
+ 29.05%
N/A
11.3K $0
Fidelity Wise Origin Bitcoin
503
+ 11.76%
N/A
4.78K $0
J P Morgan Exchange Traded F
134K
New
N/A
134K $0
J P Morgan Exchange Traded F
75
+ 2.31%
N/A
3.32K $0
Ishares Tr
2.49K
+ 9.98%
N/A
27.5K $0
Celestica Inc
1.22K
New
N/A
1.22K $0
John Hancock Exchange Traded
9.17K
+ 140.61%
N/A
15.7K $0
Ge Vernova Inc
207
+ 8.46%
N/A
2.65K $0
Ishares Ethereum Tr
15.2K
New
N/A
15.2K $0
Ishares Bitcoin Trust ETF
4.02K
New
N/A
4.02K $0
SFLR
Innovator Etfs Tr Equity Manag
6.88K
New
N/A
6.88K $0
Sb Finl Group Inc
22.8K
New
N/A
22.8K $0
Rbb Fund Trust
4.91K
+ 52.31%
N/A
14.3K $0
PSEP
Innovator U.S. Equity Power Bu
326
+ 1.6%
N/A
20.7K $0
Pimco ETF Tr
13.7K
New
N/A
13.7K $0
Fidelity Covington Trust
1.18K
+ 4.19%
N/A
29.3K $0
Fidelity Covington Trust
38.7K
+ 37.78%
N/A
141K $0
VUSB
Vanguard Bd Index Fds
3.29K
+ 6.4%
N/A
54.7K $0
OAEM
Unified Ser Tr Oneascent Emerg
1.55K
+ 5.69%
N/A
28.8K $0
Vanguard Calif Tax Free Fds
7.82K
New
N/A
7.82K $0
Coreweave Inc
1.49K
New
N/A
1.49K $0
OAIM
Unified Ser Tr Oneascent Intl
5.42K
+ 7.64%
N/A
76.3K $0
Blackrock ETF Trust Ii
7.27K
+ 25.01%
N/A
36.3K $0
Northern Lts Fd Tr Iv
526
+ 5.55%
N/A
10K $0
Strategy Shs
7.13K
+ 10.43%
N/A
75.5K $0
BYLD
Ishares Tr Yield Optimized Bd
3.93K
+ 31.02%
N/A
16.6K $0
JGRO
J P Morgan Exchange Traded Fd
934
+ 10.25%
N/A
10.1K $0
Elevation Series Trust
1.81K
+ 10.51%
N/A
19K $0
ZTS
Zoetis Inc.

Healthcare
51
+ 3.09%
$141.13 - $159.19 $7.2K - $8.12K
1.7K $249K
MCO
Moodys Corp

Financial Services
3
+ 0.6%
$472.69 - $521.32 $1.42K - $1.56K
506 $241K
PGR
Progressive Corp

Financial Services
235
+ 6.44%
$238.61 - $264.3 $56.1K - $62.1K
3.89K $959K
SPGI
S&P Global Inc.

Financial Services
16
+ 2.66%
$484.94 - $564.15 $7.76K - $9.03K
618 $300K
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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