Valmark Advisers, Inc. Incresed Positions in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
275K
+ 4.31%
$44.89 - $54.38 $12.3M - $14.9M
6.64M $361M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
416K
+ 7.11%
$35.35 - $42.68 $14.7M - $17.7M
6.26M $267M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
327K
+ 4.11%
$45.11 - $52.34 $14.7M - $17.1M
8.27M $433M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
83.5K
+ 3.14%
$60.34 - $74.89 $5.04M - $6.25M
2.74M $205M
SPSB
Spdr Portfolio Short Term Corp

ETFs
287K
+ 3.7%
$29.82 - $30.19 $8.55M - $8.65M
8.02M $242M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
138K
+ 2.3%
$49.57 - $50.27 $6.84M - $6.93M
6.14M $309M
HYLB
Xtrackers Usd High Yield Corp

ETFs
148K
+ 3.28%
$34.72 - $36.92 $5.14M - $5.47M
4.66M $172M
MSFT
Microsoft Corp

Technology
2.09K
+ 3.52%
$354.56 - $497.45 $740K - $1.04M
61.4K $30.5M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
86.4K
+ 2.15%
$23.19 - $25.35 $2M - $2.19M
4.11M $104M
VGIT
Vanguard Intermediate Term Tre

ETFs
107K
+ 3.83%
$58.63 - $59.9 $6.25M - $6.38M
2.89M $173M
VTI
Vanguard Total Stock Market Et

ETFs
9.24K
+ 7.97%
$243.75 - $303.93 $2.25M - $2.81M
125K $38M
GUNR
Flexshares Tr Morningstar Glob

ETFs
33.1K
+ 0.96%
$33.77 - $41.16 $1.12M - $1.36M
3.49M $140M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
89K
+ 3.31%
$49.73 - $51.44 $4.43M - $4.58M
2.78M $143M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.41K
+ 2.72%
$113.67 - $150.4 $615K - $814K
205K $30.8M
NVDA
Nvidia Corp

Technology
443
+ 0.41%
$94.31 - $157.99 $41.8K - $70K
109K $17.2M
FNDF
Schwab Fundamental Intl Large

ETFs
133K
+ 2280.15%
$32.25 - $40.02 $4.28M - $5.31M
138K $5.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58.5K
+ 4.33%
$77.74 - $78.78 $4.55M - $4.61M
1.41M $111M
CGDV
Capital Group Divid Value ETF

ETFs
46.8K
+ 5.64%
$31.93 - $39.49 $1.5M - $1.85M
878K $34.7M
REET
Ishares Global Reit ETF

ETFs
103K
+ 1.8%
$21.59 - $25.16 $2.21M - $2.58M
5.82M $144M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.44K
+ 1.32%
$54.19 - $67.22 $457K - $567K
648K $43.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.86K
+ 1.83%
$187.5 - $246.51 $349K - $459K
104K $25.6M
GTR
Wisdomtree Tr Target Range Fd

ETFs
51.6K
+ 2.42%
$21.59 - $24.51 $1.11M - $1.26M
2.18M $53.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.9K
+ 2.57%
$30.53 - $40.65 $393K - $524K
514K $20.9M
VXF
Vanguard Extended Market ETF

ETFs
4.26K
+ 3.35%
$150.43 - $192.71 $641K - $822K
131K $25.3M
CGGO
Capital Group Global Growth Eq

ETFs
45.4K
+ 8.94%
$25.31 - $32.17 $1.15M - $1.46M
553K $17.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.8K
+ 9.75%
$114.78 - $133.31 $2.04M - $2.37M
200K $26.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.9K
+ 2.15%
$105.23 - $109.61 $1.78M - $1.85M
804K $88.2M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
86K
+ 70.41%
$28.18 - $29.22 $2.42M - $2.51M
208K $6.08M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
23.5K
+ 270.48%
$86.58 - $104.98 $2.03M - $2.47M
32.2K $3.38M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.62K
+ 1.54%
$54.28 - $67.95 $305K - $382K
371K $25.2M
RDVY
First Trust Rising Dividend Ac

ETFs
17.7K
+ 5.88%
$51.6 - $62.74 $912K - $1.11M
318K $20M
GLD
Spdr Gold Trust

ETFs
7.32K
+ 130.38%
$273.71 - $316.29 $2M - $2.31M
12.9K $3.94M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
22.1K
+ 147.48%
$83.8 - $101.39 $1.85M - $2.24M
37.1K $3.75M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
48.8K
+ 3.5%
$45.2 - $46.6 $2.2M - $2.27M
1.44M $66.9M
CGUS
Capital Group Core Equity ETF
25.6K
+ 6.79%
$29.93 - $36.93 $766K - $945K
403K $14.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.33K
+ 3.93%
$167.32 - $223.3 $390K - $520K
61.6K $13.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
+ 2.41%
$32.66 - $40.75 $336K - $419K
436K $17.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.9K
+ 7.88%
$58.41 - $72.69 $753K - $937K
176K $12.8M
CGCP
Capital Group Core Plus Income

ETFs
88.9K
+ 29.25%
$21.92 - $22.56 $1.95M - $2.01M
393K $8.84M
JPM
Jpmorgan Chase & CO

Financial Services
450
+ 1.12%
$210.28 - $289.91 $94.6K - $130K
40.6K $11.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.5K
+ 33.73%
$17.76 - $22.1 $1.14M - $1.42M
256K $5.65M
TSLA
Tesla, Inc.

Consumer Cyclical
1.99K
+ 11.48%
$221.86 - $362.89 $441K - $722K
19.3K $6.14M
VOOV
Vanguard S&P 500 Value ETF

ETFs
8.24K
+ 60.79%
$162.65 - $188.71 $1.34M - $1.56M
21.8K $4.11M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
12K
+ 73.76%
$86.93 - $109.64 $1.04M - $1.31M
28.2K $3.09M
META
Meta Platforms, Inc.

Communication Services
305
+ 4.0%
$484.66 - $738.09 $148K - $225K
7.93K $5.85M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
911
+ 1.29%
$104.23 - $134.39 $95K - $122K
71.3K $9.58M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
17.3K
+ 6.21%
$44.22 - $52.08 $763K - $899K
295K $15.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 73.95%
$51.14 - $57.0 $1.15M - $1.28M
52.7K $3M
SPY
Spdr S&P 500 ETF Trust

ETFs
649
+ 4.48%
$496.48 - $617.85 $322K - $401K
15.1K $9.34M
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
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