Valmark Advisers, Inc. Incresed Positions in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
217K
+ 2.02%
$47.6 - $53.31 $10.4M - $11.6M
11M $580M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
140K
+ 1.91%
$48.51 - $52.86 $6.82M - $7.43M
7.49M $396M
SPMD
Spdr Portfolio

ETFs
154K
+ 2.71%
$50.29 - $54.92 $7.76M - $8.48M
5.86M $320M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
124K
+ 2.42%
$41.02 - $46.01 $5.07M - $5.68M
5.22M $238M
SPYG
Spdr Portfolio

ETFs
107K
+ 2.37%
$73.38 - $84.1 $7.88M - $9.03M
4.64M $385M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.8K
+ 2.17%
$475.2 - $527.7 $5.6M - $6.21M
553K $292M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
70.1K
+ 1.76%
$41.9 - $48.26 $2.94M - $3.38M
4.06M $194M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
91.8K
+ 3.95%
$63.28 - $70.06 $5.81M - $6.43M
2.42M $169M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73.3K
+ 8.74%
$77.02 - $85.06 $5.64M - $6.23M
912K $77.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
129K
+ 2.3%
$48.06 - $49.39 $6.22M - $6.39M
5.75M $284M
VGSH
Vanguard

ETFs
129K
+ 5.34%
$57.74 - $59.13 $7.43M - $7.61M
2.54M $150M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
83K
+ 3.53%
$49.82 - $52.8 $4.13M - $4.38M
2.43M $128M
SPSB
Spdr Portfolio Short Term Corp

ETFs
174K
+ 2.41%
$29.58 - $30.31 $5.14M - $5.27M
7.37M $223M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
38.2K
+ 1.02%
$23.58 - $25.5 $900K - $973K
3.8M $96.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
53.3K
+ 4.69%
$76.38 - $78.87 $4.07M - $4.2M
1.19M $93.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
18.4K
+ 2.68%
$106.11 - $113.72 $1.95M - $2.09M
705K $79.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
43.3K
+ 77.75%
$116.79 - $133.54 $5.06M - $5.79M
99.1K $13.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
59.5K
+ 5.87%
$57.8 - $60.8 $3.44M - $3.62M
1.07M $64.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.9K
+ 1.87%
$75.32 - $84.37 $1.04M - $1.17M
755K $63.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
32K
+ 2.06%
$56.04 - $62.99 $1.8M - $2.02M
1.59M $96.9M
RDVY
First Trust Rising Dividend Ac

ETFs
67.9K
+ 33.44%
$53.68 - $59.24 $3.64M - $4.02M
271K $16M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
34.7K
+ 2.23%
$29.23 - $33.51 $1.01M - $1.16M
1.59M $52.5M
AAPL
Apple Inc.

Technology
2K
+ 1.02%
$207.23 - $234.82 $414K - $469K
197K $45.9M
VNQ
Vanguard Specialized Funds Van

ETFs
17.8K
+ 11.49%
$82.97 - $98.97 $1.48M - $1.76M
173K $16.8M
DWM
Wisdomtree Tr

ETFs
57.6K
+ 46.14%
$52.24 - $58.1 $3.01M - $3.34M
182K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.71K
+ 3.36%
$405.19 - $478.57 $693K - $818K
52.6K $24.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.4K
+ 1.54%
$44.9 - $47.55 $914K - $968K
1.34M $63.2M
CGDV
Capital Group Divid Value ETF

ETFs
25.9K
+ 3.9%
$32.96 - $36.48 $854K - $945K
690K $25.1M
VTV
Vanguard Value ETF

ETFs
13.1K
+ 21.88%
$159.75 - $174.57 $2.1M - $2.29M
73.2K $12.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.63K
+ 1.6%
$56.47 - $63.69 $487K - $550K
550K $34.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.57K
+ 3.89%
$117.9 - $128.2 $775K - $843K
175K $22.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
55.1K
+ 35.4%
$30.61 - $34.92 $1.69M - $1.92M
211K $7.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
40.8K
+ 6.16%
$50.25 - $50.74 $2.05M - $2.07M
703K $35.7M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
47.5K
+ 58.46%
$40.48 - $45.39 $1.92M - $2.16M
129K $5.67M
JPM
Jpmorgan Chase & CO

Financial Services
8.38K
+ 24.77%
$194.9 - $224.8 $1.63M - $1.88M
42.2K $8.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.8K
+ 316.97%
$94.31 - $103.26 $1.77M - $1.94M
24.7K $2.53M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.2K
+ 27.9%
$100.3 - $100.74 $1.92M - $1.93M
87.9K $8.85M
VBR
Vanguard Small Cap Value ETF

ETFs
8.96K
+ 419.24%
$179.99 - $201.6 $1.61M - $1.81M
11.1K $2.23M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
18.4K
+ 321.29%
$82.38 - $93.84 $1.51M - $1.72M
24.1K $2.23M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.48K
+ 0.68%
$83.76 - $91.82 $124K - $136K
220K $20.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
19.5K
+ 8.46%
$51.3 - $59.04 $1M - $1.15M
250K $13.7M
XLV
Select Sector Spdr Fund Health

ETFs
6.48K
+ 8.33%
$143.3 - $157.24 $929K - $1.02M
84.2K $13M
VXF
Vanguard Extended Market ETF

ETFs
445
+ 0.38%
$163.98 - $182.92 $73K - $81.4K
119K $21.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15K
+ 10.39%
$60.84 - $67.51 $914K - $1.01M
160K $10.8M
FTCS
First Trust Capital Strength E

ETFs
3.83K
+ 2.32%
$83.58 - $90.94 $320K - $348K
169K $15.3M
XLU
Utilities Sector Spdr

ETFs
16K
+ 117.38%
$67.67 - $80.78 $1.08M - $1.29M
29.5K $2.39M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.2K
+ 88.07%
$69.16 - $76.64 $1.19M - $1.32M
36.7K $2.76M
DGRO
Ishares Core Dividend Growth E

ETFs
15.9K
+ 23.74%
$57.47 - $62.76 $917K - $1M
83.1K $5.21M
CGGR
Capital Group Growth ETF Shs C

ETFs
18.2K
+ 5.54%
$30.71 - $34.79 $560K - $634K
348K $12.1M
Activity Summary
Buys All Purchases 336 New Holdings 44 Increased Positions 292 Sells All Sells 208 Reductions 208 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