Valmark Advisers, Inc. Incresed Positions in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
14.6K
+ 5.1%
$57.22 - $63.39 $835K - $925K
301K $17.6M
OUNZ
Van Eck Merk Gold Trust

ETFs
17.4K
+ 88.78%
$25.41 - $30.14 $443K - $525K
37.1K $1.12M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.89K
+ 13.19%
$90.0 - $96.32 $620K - $664K
59.1K $5.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.7K
+ 35.26%
$23.9 - $24.18 $591K - $598K
94.9K $2.29M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
38.1K
+ 14.39%
$31.63 - $35.22 $1.21M - $1.34M
303K $9.69M
CMF
Ishares California Muni Bond E

ETFs
11.1K
+ 18.67%
$55.93 - $57.47 $621K - $638K
70.6K $3.97M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.3K
+ 79.95%
$408.78 - $448.82 $531K - $583K
2.93K $1.23M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.99K
+ 9.34%
$162.48 - $175.37 $323K - $348K
23.3K $4.05M
ABBV
Abb Vie Inc.

Healthcare
1.24K
+ 14.5%
$169.2 - $216.66 $209K - $268K
9.76K $2.05M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.69K
+ 5.51%
$38.22 - $41.19 $332K - $358K
166K $6.73M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.01K
+ 0.77%
$100.59 - $103.47 $101K - $104K
132K $13.7M
GLDM
World Gold Trust

ETFs
4.65K
+ 24.5%
$52.19 - $61.89 $243K - $288K
23.6K $1.46M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.3K
+ 22.54%
$24.79 - $25.26 $430K - $438K
94.2K $2.38M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
2.49K
+ 0.49%
$23.61 - $24.38 $58.8K - $60.7K
509K $12.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
+ 28.79%
$48.06 - $53.73 $545K - $610K
50.8K $2.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.94K
+ 2.54%
$77.7 - $78.94 $306K - $311K
159K $12.6M
ABT
Abbott Laboratories

Healthcare
1.06K
+ 6.62%
$111.1 - $140.22 $118K - $149K
17.1K $2.27M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.1K
+ 15.89%
N/A
139K $3.31M
UBER
Uber Technologies, Inc

Technology
637
+ 1.96%
$63.17 - $81.49 $40.2K - $51.9K
33.2K $2.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.42K
+ 10.91%
$551.42 - $612.93 $785K - $873K
14.5K $8.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.42K
+ 49.59%
$89.27 - $92.9 $394K - $411K
13.3K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.36K
+ 0.75%
$126.11 - $135.06 $171K - $183K
183K $23.5M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
15.2K
+ 11.58%
$23.28 - $23.95 $355K - $365K
147K $3.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.99K
+ 29.97%
$56.17 - $59.71 $393K - $417K
30.3K $1.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.5K
+ 23.36%
$22.61 - $23.14 $349K - $358K
81.6K $1.89M
IBDV
Ishares Tr

Technology
16.2K
+ 32.59%
$21.11 - $21.73 $343K - $353K
66.1K $1.44M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.3K
+ 3.77%
$48.13 - $51.78 $159K - $171K
90.9K $4.63M
FTSL
First Trust Senior Ln Fund

ETFs
8.05K
+ 25.21%
$45.65 - $46.48 $368K - $374K
40K $1.83M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.6K
+ 22.95%
$111.19 - $129.47 $178K - $207K
8.57K $1.11M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.16K
+ 88.77%
$161.13 - $209.29 $348K - $452K
4.59K $759K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.5K
+ 19.06%
$22.11 - $22.43 $298K - $303K
84.3K $1.89M
IYF
Ishares Tr

ETFs
2.71K
+ 65.41%
$107.69 - $119.37 $292K - $323K
6.85K $773K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.14K
+ 31.59%
$50.72 - $50.92 $311K - $313K
25.6K $1.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.04K
+ 1.44%
$58.01 - $64.46 $60.2K - $66.9K
73.2K $4.54M
EEM
Ishares Msci Emerging Markets

ETFs
4.46K
+ 9.48%
$40.81 - $45.34 $182K - $202K
51.5K $2.25M
VDE
Vanguard Energy ETF

ETFs
525
+ 2.17%
$119.14 - $132.76 $62.5K - $69.7K
24.7K $3.21M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.24K
+ 0.87%
$27.47 - $30.62 $34.1K - $38K
144K $4.27M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 9.29%
$22.77 - $22.94 $247K - $249K
128K $2.93M
XLI
Industrial Sector Spdr

ETFs
2.01K
+ 54.54%
$128.78 - $141.67 $258K - $284K
5.68K $745K
IEFA
Ishares Tr

ETFs
164
+ 0.36%
$69.57 - $78.65 $11.4K - $12.9K
46.1K $3.49M
GBIL
Goldman Sachs Access Treasury

ETFs
2.56K
+ 35.26%
$99.85 - $100.19 $256K - $257K
9.84K $985K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.7K
+ 8.51%
$23.29 - $23.38 $250K - $251K
137K $3.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.72K
+ 8.34%
$25.05 - $25.16 $244K - $245K
126K $3.18M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
9.33K
+ 19.49%
$36.14 - $40.81 $337K - $381K
57.2K $2.12M
CGXU
Capital Group Intl Focus Equit

ETFs
11K
+ 9.22%
$24.48 - $26.59 $269K - $292K
130K $3.19M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.29K
+ 6.42%
$73.78 - $76.59 $169K - $175K
37.9K $2.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
182
+ 4.33%
$378.71 - $442.54 $68.9K - $80.5K
4.38K $1.9M
SO
Southern CO

Utilities
1.26K
+ 11.0%
$80.96 - $92.96 $102K - $117K
12.7K $1.16M
XT
Ishares Tr Exponential Technol

ETFs
6.08K
+ 9.92%
$57.56 - $64.0 $350K - $389K
67.3K $3.88M
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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