Valmark Advisers, Inc. Purchases in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
10
+ 0.05%
$100.37 - $115.27 $1K - $1.15K
21.4K $2.22M
GE
General Electric CO

Industrials
125
+ 1.34%
$159.95 - $194.23 $20K - $24.3K
9.45K $1.58M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.1%
$406.92 - $495.42 $814 - $991
1.99K $823K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.97K
+ 0.39%
$23.55 - $24.04 $46.3K - $47.2K
506K $11.9M
IXUS
Ishares Tr

ETFs
217
+ 0.69%
$65.95 - $72.56 $14.3K - $15.7K
31.6K $2.09M
TSCO
Tractor Supply CO

Consumer Cyclical
6.26K
+ 283.09%
$52.59 - $303.74 $329K - $1.9M
8.47K $449K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.36K
+ 1.57%
$48.17 - $53.38 $65.4K - $72.4K
87.6K $4.27M
NVO
Novo Nordisk A S

Healthcare
136
+ 2.1%
$85.0 - $120.04 $11.6K - $16.3K
6.63K $570K
CROX
Crocs, Inc.

Consumer Cyclical
117
+ 1.8%
$96.51 - $141.93 $11.3K - $16.6K
6.63K $725K
CGXU
Capital Group Intl Focus Equit

ETFs
1.91K
+ 1.63%
$24.67 - $26.94 $47K - $51.3K
119K $2.94M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.57K
+ 3.3%
$64.85 - $73.04 $102K - $114K
49K $3.2M
KO
Coca Cola CO

Consumer Defensive
1.93K
+ 4.9%
$61.74 - $71.71 $119K - $138K
41.3K $2.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31K
+ 210.55%
$25.93 - $105.3 $804K - $3.26M
45.7K $1.27M
LMT
Lockheed Martin Corp

Industrials
147
+ 3.93%
$479.66 - $614.62 $70.5K - $90.3K
3.89K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
491
+ 7.08%
$485.52 - $625.25 $238K - $307K
7.43K $3.76M
AMGN
Amgen Inc

Healthcare
430
+ 5.06%
$258.78 - $328.31 $111K - $141K
8.93K $2.33M
LQD
Ishares Iboxx $ Investment Gra

ETFs
36.6K
+ 5.19%
$106.56 - $113.11 $3.9M - $4.14M
742K $79.3M
MSFT
Microsoft Corp

Technology
245
+ 0.39%
$406.35 - $454.46 $99.6K - $111K
62.3K $26.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
111K
+ 92.92%
$25.74 - $53.78 $2.85M - $5.96M
230K $5.95M
EFG
Msci Eafe Growth ETF

ETFs
426
+ 0.92%
$96.83 - $106.88 $41.2K - $45.5K
46.9K $4.54M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
9.46K
+ 4.61%
$31.57 - $35.55 $299K - $336K
215K $6.8M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.71K
+ 1.03%
$24.04 - $26.75 $65.1K - $72.4K
265K $6.44M
TMDX
Trans Medics Group, Inc.

Healthcare
101
+ 1.48%
$59.28 - $144.9 $5.99K - $14.6K
6.9K $430K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.9K
+ 3.59%
$34.13 - $37.35 $510K - $558K
431K $14.7M
HYLB
Xtrackers Usd High Yield Corp

ETFs
72.7K
+ 1.69%
$35.95 - $36.76 $2.61M - $2.67M
4.37M $158M
VNQI
Vanguard Global Ex U.S. Real

ETFs
297
+ 0.19%
$39.22 - $47.52 $11.6K - $14.1K
158K $6.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.1K
+ 1.2%
$45.17 - $47.23 $726K - $759K
1.35M $61.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
55K
+ 3.46%
$30.48 - $34.2 $1.68M - $1.88M
1.64M $50.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.3K
+ 1.87%
$57.29 - $63.1 $589K - $649K
560K $32.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
50K
+ 0.87%
$48.33 - $49.08 $2.42M - $2.46M
5.8M $281M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.1K
+ 24.01%
$18.41 - $40.87 $683K - $1.52M
192K $3.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
108K
+ 6.8%
$55.45 - $61.08 $5.98M - $6.59M
1.69M $93.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
174K
+ 2.33%
$51.09 - $55.27 $8.91M - $9.64M
7.67M $392M
EFA
Ishares Tr Msci Eafe ETF

ETFs
22.4K
+ 2.97%
$75.1 - $82.99 $1.69M - $1.86M
777K $58.8M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
99.3K
+ 2.62%
$23.11 - $25.17 $2.3M - $2.5M
3.9M $90M
REET
Ishares Global Reit ETF

ETFs
294K
+ 5.49%
$23.43 - $26.54 $6.89M - $7.8M
5.65M $135M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
155K
+ 3.82%
$44.04 - $49.49 $6.82M - $7.67M
4.21M $185M
GUNR
Flexshares Tr Morningstar Glob

ETFs
176K
+ 5.57%
$36.15 - $41.9 $6.37M - $7.38M
3.34M $121M
VEA
Vanguard Ftse Developed Market

ETFs
660K
+ 6.01%
$47.57 - $52.44 $31.4M - $34.6M
11.6M $557M
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
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