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
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.3K
+ 7.02%
$71.17 - $73.66 $163K - $169K
35K $2.57M
TDG
Trans Digm Group Inc

Industrials
54
+ 4.42%
$1251.32 - $1394.11 $67.6K - $75.3K
1.28K $1.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.41K
+ 9.58%
$169.43 - $182.84 $240K - $259K
16.2K $2.8M
PLTR
Palantir Technologies Inc.

Technology
1.73K
+ 24.67%
$64.98 - $124.62 $113K - $216K
8.76K $739K
VHT
Vanguard Health Care ETF

ETFs
396
+ 4.29%
$254.06 - $273.83 $101K - $108K
9.64K $2.55M
PM
Philip Morris International Inc.

Consumer Defensive
185
+ 4.14%
$117.15 - $158.79 $21.7K - $29.4K
4.66K $738K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.68K
+ 4.1%
$66.9 - $71.57 $112K - $120K
42.5K $2.99M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.69K
+ 10.87%
$50.44 - $50.7 $186K - $187K
37.6K $1.91M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
12.8K
+ 5.95%
$30.74 - $33.42 $393K - $427K
228K $7M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2.63K
+ 42.69%
$67.41 - $69.37 $177K - $183K
8.8K $605K
USTB
Victory Portfolios Ii Victorys

ETFs
3.19K
+ 10.94%
$50.08 - $50.71 $160K - $162K
32.3K $1.64M
IXUS
Ishares Tr

ETFs
829
+ 2.62%
$65.06 - $72.31 $53.9K - $59.9K
32.5K $2.27M
XLF
Financial Sector Spdr

ETFs
2.68K
+ 10.6%
$47.32 - $52.19 $127K - $140K
27.9K $1.39M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.41K
+ 9.06%
$21.77 - $22.25 $140K - $143K
77.2K $1.72M
AFL
Aflac Inc

Financial Services
22
+ 0.1%
$100.99 - $111.19 $2.22K - $2.45K
21.4K $2.38M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.21K
+ 6.2%
$49.42 - $50.43 $159K - $162K
55K $2.75M
CSCO
Cisco Systems, Inc.

Technology
987
+ 2.45%
$58.74 - $64.87 $58K - $64K
41.2K $2.54M
PGR
Progressive Corp

Financial Services
150
+ 5.45%
$235.61 - $291.22 $35.3K - $43.7K
2.9K $820K
WEC
Wec Energy Group, Inc.

Utilities
211
+ 2.29%
$92.12 - $108.98 $19.4K - $23K
9.43K $1.03M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
31.3K
+ 9.36%
$60.91 - $71.4 $1.91M - $2.23M
366K $22.7M
WM
Waste Management Inc

Industrials
3
+ 0.06%
$200.54 - $233.78 $602 - $701
5.29K $1.22M
HYD
Vaneck High Yield Muni ETF

ETFs
3.59K
+ 10.12%
$50.79 - $52.53 $182K - $189K
39.1K $2M
PAYX
Paychex Inc

Industrials
86
+ 0.85%
$136.06 - $154.52 $11.7K - $13.3K
10.2K $1.58M
EBND
Spdr Bloomberg Emerging Market

ETFs
276
+ 0.1%
$19.47 - $20.36 $5.37K - $5.62K
279K $5.59M
CWST
Casella Waste Systems Inc

Industrials
647
+ 4.46%
$104.2 - $115.86 $67.4K - $75K
15.1K $1.69M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.51K
+ 26.16%
$40.24 - $40.65 $141K - $143K
16.9K $688K
IBM
International Business Machines Corp

Technology
9
+ 0.18%
$217.4 - $264.74 $1.96K - $2.38K
5.02K $1.25M
ELV
Elevance Health, Inc.

Healthcare
101
+ 7.24%
$365.9 - $436.25 $37K - $44.1K
1.5K $650K
IYH
Ishares Tr

ETFs
1.19K
+ 4.95%
$58.32 - $62.76 $69.3K - $74.6K
25.2K $1.53M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 3.28%
$105.3 - $106.24 $130K - $131K
38.8K $4.09M
VUG
Vanguard Growth ETF

ETFs
1.31K
+ 14.52%
$369.1 - $427.61 $485K - $561K
10.4K $3.84M
IWD
Ishares Russell 1000 Val ETF

ETFs
294
+ 1.25%
$182.82 - $196.21 $53.7K - $57.7K
23.8K $4.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 4.66%
$1187.71 - $1432.58 $21.4K - $25.8K
404 $578K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.43K
+ 19.74%
$39.18 - $43.52 $95.1K - $106K
14.7K $616K
WELL
Welltower Inc.

Real Estate
384
+ 19.88%
$124.05 - $156.86 $47.6K - $60.2K
2.32K $354K
FQAL
Fidelity Covington Tr Quality

ETFs
1.96K
+ 15.68%
$63.12 - $69.13 $124K - $136K
14.5K $929K
IBB
Ishares Biotechnology ETF

ETFs
892
+ 57.85%
$127.9 - $140.56 $114K - $125K
2.43K $311K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
790
+ 15.06%
$114.57 - $118.14 $90.5K - $93.3K
6.04K $713K
MMM
3 M CO

Industrials
70
+ 1.35%
$129.7 - $155.12 $9.08K - $10.9K
5.25K $771K
BK
Bank Of New York Mellon Corp

Financial Services
142
+ 1.12%
$75.42 - $88.95 $10.7K - $12.6K
12.8K $1.08M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.38K
+ 34.69%
$50.44 - $58.1 $120K - $138K
9.23K $475K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.73K
+ 14.16%
$50.87 - $51.09 $88.1K - $88.4K
14K $712K
MCK
Mckesson Corp

Healthcare
10
+ 1.23%
$566.21 - $672.99 $5.66K - $6.73K
826 $555K
TRV
Travelers Companies, Inc.

Financial Services
255
+ 27.13%
$232.43 - $265.13 $59.3K - $67.6K
1.2K $316K
TFLO
Ishares Treasury Floating Rate

ETFs
1.63K
+ 17.2%
$50.48 - $50.68 $82K - $82.4K
11.1K $561K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
639
+ 8.81%
$97.38 - $104.52 $62.2K - $66.8K
7.89K $806K
RWX
Spdr Dow Jones International R

ETFs
1.76K
+ 5.89%
$22.39 - $24.7 $39.3K - $43.4K
31.6K $772K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.37K
+ 3.33%
$30.35 - $33.16 $41.6K - $45.4K
42.5K $1.36M
IWB
Ishares Tr Russell 1000 ETF

ETFs
424
+ 13.23%
$302.31 - $337.54 $128K - $143K
3.63K $1.11M
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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