Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
141K
+ 199.38%
$27.54 - $83.04 $3.88M - $11.7M
211K $5.86M
SLB
Schlumberger Limited

Energy
209
+ 4.16%
$36.83 - $45.59 $7.7K - $9.53K
5.24K $200K
ELD
Wisdomtree Emerging Local Debt

ETFs
450
+ 5.21%
$25.38 - $27.87 $11.4K - $12.5K
9.08K $230K
XLB
Select Sector Spdr Fd Material

ETFs
277
+ 10.07%
$83.8 - $97.58 $23.2K - $27K
3.03K $254K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
192K
+ 192.46%
$22.01 - $66.82 $4.23M - $12.9M
292K $6.64M
IDU
Ishares Tr U S Utils ETF

ETFs
11
+ 0.47%
$94.65 - $105.73 $1.04K - $1.16K
2.37K $228K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
22.6K
+ 100.57%
$24.31 - $49.53 $549K - $1.12M
45K $1.1M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.1K
+ 100.0%
$22.02 - $46.16 $223K - $468K
20.3K $447K
IGRO
Ishares Tr International Divid

ETFs
16
+ 0.51%
$67.76 - $74.48 $1.08K - $1.19K
3.16K $214K
RWR
Spdr Dow Jones Reit ETF

ETFs
548
+ 5.51%
$97.84 - $108.61 $53.6K - $59.5K
10.5K $1.04M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
200
+ 0.69%
$51.58 - $52.91 $10.3K - $10.6K
29.2K $1.51M
ICE
Intercontinental Exchange, Inc.

Financial Services
25
+ 0.9%
$148.29 - $166.93 $3.71K - $4.17K
2.79K $416K
VGLT
Vanguard Long Term Treasury Et

ETFs
171
+ 2.61%
$55.1 - $61.74 $9.42K - $10.6K
6.72K $372K
KMB
Kimberly Clark Corp

Consumer Defensive
48
+ 1.31%
$130.37 - $146.09 $6.26K - $7.01K
3.72K $487K
ODFL
Old Dominion Freight Line, Inc.

Industrials
68
+ 2.88%
$176.4 - $231.84 $12K - $15.8K
2.43K $428K
VOOV
Vanguard S&P 500 Value ETF

ETFs
387
+ 2.12%
$184.21 - $199.29 $71.3K - $77.1K
18.6K $3.43M
VHT
Vanguard Health Care ETF

ETFs
766
+ 9.04%
$250.81 - $283.3 $192K - $217K
9.24K $2.34M
SBUX
Starbucks Corp

Consumer Cyclical
246
+ 2.26%
$87.44 - $102.5 $21.5K - $25.2K
11.2K $1.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
38
+ 0.53%
$99.2 - $108.47 $3.77K - $4.12K
7.25K $721K
DUK
Duke Energy Corp

Utilities
224
+ 2.29%
$105.76 - $120.76 $23.7K - $27.1K
9.99K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
619
+ 3.91%
$288.47 - $316.54 $179K - $196K
16.4K $4.77M
ZTS
Zoetis Inc.

Healthcare
8
+ 0.48%
$162.24 - $194.42 $1.3K - $1.56K
1.67K $271K
AVEM
American Centy ETF Tr Avantis

ETFs
1.12K
+ 5.45%
$58.59 - $66.14 $65.3K - $73.7K
21.6K $1.27M
AMAT
Applied Materials Inc

Technology
63
+ 3.5%
$161.44 - $213.89 $10.2K - $13.5K
1.86K $302K
CNI
Canadian National Railway CO

Industrials
332
+ 5.43%
$100.62 - $117.12 $33.4K - $38.9K
6.45K $654K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.52K
+ 8.28%
$58.88 - $64.8 $325K - $357K
72.1K $4.25M
ITW
Illinois Tool Works Inc

Industrials
47
+ 0.51%
$253.56 - $278.5 $11.9K - $13.1K
9.24K $2.34M
URI
United Rentals, Inc.

Industrials
14
+ 1.81%
$704.44 - $880.32 $9.86K - $12.3K
788 $555K
MRK
Merck & Co., Inc.

Healthcare
2.76K
+ 11.23%
$96.31 - $114.76 $266K - $317K
27.3K $2.72M
XLV
Select Sector Spdr Fund Health

ETFs
9.55K
+ 11.34%
$136.28 - $154.74 $1.3M - $1.48M
93.8K $12.9M
IDV
Ishares Tr

ETFs
169
+ 0.63%
$27.03 - $29.92 $4.57K - $5.06K
27K $739K
CAT
Caterpillar Inc

Industrials
55
+ 1.68%
$360.37 - $416.88 $19.8K - $22.9K
3.33K $1.21M
PFE
Pfizer Inc

Healthcare
955
+ 2.34%
$24.8 - $30.19 $23.7K - $28.8K
41.7K $1.11M
NSC
Norfolk Southern Corp

Industrials
26
+ 0.44%
$230.6 - $277.0 $6K - $7.2K
5.98K $1.4M
ASML
Asml Holding Nv

Technology
3
+ 0.53%
$658.43 - $872.27 $1.98K - $2.62K
566 $392K
IYH
Ishares Tr

ETFs
1.17K
+ 5.14%
$57.53 - $65.24 $67.5K - $76.6K
24K $1.4M
ES
Eversource Energy

Utilities
31
+ 0.35%
$55.9 - $67.73 $1.73K - $2.1K
8.85K $507K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
800
+ 1.98%
$30.93 - $33.94 $24.7K - $27.2K
41.1K $1.28M
NVS
Novartis Ag

Healthcare
447
+ 5.35%
$96.78 - $117.18 $43.3K - $52.4K
8.81K $856K
PSX
Phillips 66

Energy
101
+ 1.53%
$110.35 - $138.93 $11.1K - $14K
6.72K $765K
EEM
Ishares Msci Emerging Markets

ETFs
1.81K
+ 4.01%
$41.82 - $47.36 $75.9K - $85.9K
47K $1.97M
TGT
Target Corp

Consumer Defensive
68
+ 1.16%
$121.59 - $160.69 $8.27K - $10.9K
5.92K $800K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
461
+ 0.72%
$20.55 - $23.26 $9.47K - $10.7K
64.8K $1.37M
CL
Colgate Palmolive CO

Consumer Defensive
70
+ 0.68%
$90.22 - $102.31 $6.32K - $7.16K
10.4K $945K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
67
+ 0.49%
$131.66 - $144.0 $8.82K - $9.65K
13.8K $1.82M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.46K
+ 7.77%
$114.08 - $125.68 $508K - $560K
61.8K $7.08M
UNP
Union Pacific Corp

Industrials
196
+ 1.82%
$223.15 - $249.32 $43.7K - $48.9K
11K $2.5M
TDG
Trans Digm Group Inc

Industrials
27
+ 2.26%
$1239.0 - $1442.53 $33.5K - $38.9K
1.22K $1.55M
FVD
First Tr Value Line Divid Inde

ETFs
106
+ 0.12%
$43.4 - $46.7 $4.6K - $4.95K
91.9K $4.01M
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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