Valmark Advisers, Inc. Purchases in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
1
+ 0.12%
$267.12 - $336.65 $267 - $337
821 $268K
ABC
Amerisourcebergen Corp

Healthcare
49
+ 4.62%
N/A
1.11K $205K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.02%
$8.69 - $10.85 $17.4 - $21.7
10.2K $110K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 0.64%
$119.13 - $135.03 $2.14K - $2.43K
2.84K $351K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47
+ 0.18%
$50.52 - $50.92 $2.37K - $2.39K
25.6K $1.31M
TXN
Texas Instruments Inc

Technology
28
+ 1.22%
N/A
2.33K $452K
XLRE
Select Sector Spdr Tr Real Est

ETFs
247
+ 1.68%
$37.08 - $42.26 $9.16K - $10.4K
15K $620K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
36
+ 0.97%
$91.43 - $91.74 $3.29K - $3.3K
3.73K $342K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
12
+ 0.18%
$49.79 - $50.59 $597 - $607
6.54K $331K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.04K
+ 1.74%
$18.94 - $21.67 $19.7K - $22.5K
60.8K $1.29M
Capital Grp Fixed Incm ETF T
9.8K
New
N/A
9.8K $0
Capital Grp Fixed Incm ETF T
20.2K
+ 2.36%
N/A
877K $0
CGMU
Capital Group Core Plus Income
4.37K
+ 9.54%
N/A
50.2K $0
Ishares Tr
2.32K
+ 10.74%
N/A
23.9K $0
Capital Grp Fixed Incm ETF T
28.8K
+ 18.45%
N/A
185K $0
CGSD
Capital Grp Core Plus Income E
8.65K
+ 14.98%
N/A
66.4K $0
CGMS
Capital Grp Core Plus Income E
62.6K
+ 13.85%
N/A
514K $0
NVO
Novo Nordisk A S

Healthcare
40
+ 0.72%
$58.08 - $81.05 $2.32K - $3.24K
5.6K $386K
Celularity Inc
50K
New
N/A
50K $0
Ishares Tr
35.6K
New
N/A
35.6K $0
Capital Group Global Equity
13.6K
+ 92.47%
N/A
28.2K $0
Ishares Tr
2.97K
+ 13.51%
N/A
25K $0
Blackrock ETF Trust Ii
8.53K
+ 15.34%
N/A
64.2K $0
Blackrock ETF Trust Ii
4.62K
+ 18.89%
N/A
29.1K $0
J P Morgan Exchange Traded F
4.4K
+ 100.85%
N/A
8.76K $0
Blackrock Inc
18
+ 1.28%
N/A
1.43K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
2.59K
+ 27.43%
N/A
12.1K $0
Capital Group Conservative E
44.9K
+ 255.31%
N/A
62.4K $0
JGRO
J P Morgan Exchange Traded Fd
9.12K
New
N/A
9.12K $0
BYLD
Ishares Tr Yield Optimized Bd
12.7K
New
N/A
12.7K $0
Capital Group Core Balanced
16.9K
+ 35.59%
N/A
64.4K $0
Capital Group Dividend Growe
31.1K
+ 5.84%
N/A
563K $0
Capital Group Equity ETF Tr
12.6K
New
N/A
12.6K $0
J P Morgan Exchange Traded F
125
+ 4.01%
N/A
3.25K $0
VUSB
Vanguard Bd Index Fds
1.34K
+ 2.67%
N/A
51.4K $0
Vaneck Bitcoin ETF
9.92K
New
N/A
9.92K $0
Fidelity Covington Trust
28.1K
New
N/A
28.1K $0
Tat Technologies LTD
21.4K
New
N/A
21.4K $0
Franklin Templeton Digital H
3.58K
New
N/A
3.58K $0
Root Inc
3.49K
+ 50.68%
N/A
10.4K $0
Strategy Shs
40.3K
+ 143.75%
N/A
68.4K $0
Rbb Fund Trust
9.39K
New
N/A
9.39K $0
Fidelity Wise Origin Bitcoin
4.28K
New
N/A
4.28K $0
Fidelity Covington Trust
40.3K
+ 64.9%
N/A
102K $0
Ge Vernova Inc
182
+ 8.04%
N/A
2.45K $0
WM
Waste Management Inc

Industrials
52
+ 0.98%
$216.47 - $242.1 $11.3K - $12.6K
5.34K $1.22M
FDS
Factset Research Systems Inc

Financial Services
26
+ 1.34%
$398.85 - $473.32 $10.4K - $12.3K
1.97K $881K
ROP
Roper Technologies Inc

Industrials
16
+ 3.05%
$519.19 - $590.78 $8.31K - $9.45K
541 $306K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.02%
$49.12 - $50.93 $98.2 - $102
8.19K $408K
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email