Valmark Advisers, Inc. Incresed Positions in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
178
+ 2.4%
$264.74 - $369.57 $47.1K - $65.8K
7.59K $2.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.87K
+ 3.91%
$25.29 - $28.33 $123K - $138K
129K $3.61M
MUB
Ishares National Muni Bond ETF

ETFs
2.71K
+ 3.19%
$103.24 - $106.68 $280K - $289K
87.8K $9.35M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.95K
+ 2.16%
$52.31 - $56.47 $102K - $110K
92K $5.19M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.79K
+ 45.49%
$98.53 - $107.1 $373K - $405K
12.1K $1.27M
CMF
Ishares California Muni Bond E

ETFs
6.03K
+ 8.54%
$55.16 - $57.13 $333K - $345K
76.7K $4.37M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.17K
+ 2.21%
$32.11 - $34.92 $102K - $111K
146K $5.11M
IEFA
Ishares Tr

ETFs
2.98K
+ 6.62%
$81.7 - $87.53 $244K - $261K
48K $4.19M
CVX
Chevron Corp

Energy
1.53K
+ 9.71%
$145.57 - $161.83 $223K - $248K
17.3K $2.68M
FDVV
Fidelity High Dividend ETF

ETFs
2.78K
+ 3.93%
$52.42 - $55.71 $146K - $155K
73.5K $4.09M
WMT
Walmart Inc.

Consumer Defensive
751
+ 1.19%
$94.4 - $104.27 $70.9K - $78.3K
64K $6.6M
XLU
Utilities Sector Spdr

ETFs
1.22K
+ 2.32%
$81.14 - $87.32 $98.9K - $106K
53.7K $4.68M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.11K
+ 8.06%
$38.56 - $42.17 $197K - $215K
68.5K $2.85M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.31K
+ 45.19%
$41.43 - $44.2 $344K - $367K
26.7K $1.18M
FNDX
Schwab Fundamental U S Large C

ETFs
12.4K
+ 36.19%
$24.38 - $26.34 $301K - $326K
46.5K $1.22M
FV
First Trust Dorsey Wright Focu

ETFs
1.86K
+ 1.96%
$59.23 - $62.14 $110K - $116K
97.1K $6.01M
USB
Us Bancorp \De\

Financial Services
6.94K
+ 77.88%
$43.94 - $50.41 $305K - $350K
15.9K $766K
IBM
International Business Machines Corp

Technology
1.54K
+ 24.86%
$234.77 - $292.47 $360K - $449K
7.71K $2.18M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.16K
+ 1.79%
$45.07 - $47.56 $187K - $198K
237K $10.9M
RTX
Raytheon Technologies Corp

Industrials
727
+ 6.68%
$144.19 - $167.33 $105K - $122K
11.6K $1.94M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.06K
+ 5.55%
$79.76 - $85.78 $164K - $176K
39.1K $3.31M
MCD
Mcdonalds Corp

Consumer Cyclical
481
+ 2.86%
$291.67 - $316.99 $140K - $152K
17.3K $5.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.89K
+ 16.27%
$28.92 - $32.19 $199K - $222K
49.2K $1.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
391
+ 14.54%
$567.09 - $607.37 $222K - $237K
3.08K $1.84M
LHX
L3 Harris Technologies, Inc.

Industrials
126
+ 2.57%
$252.18 - $305.41 $31.8K - $38.5K
5.04K $1.54M
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.61K
+ 3.66%
$17.81 - $18.39 $171K - $177K
272K $4.96M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
332
+ 1.18%
$109.47 - $119.06 $36.3K - $39.5K
28.5K $3.37M
EEM
Ishares Msci Emerging Markets

ETFs
236
+ 0.45%
$48.07 - $53.4 $11.3K - $12.6K
52.2K $2.79M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2K
+ 4.05%
$61.56 - $66.95 $123K - $134K
51.4K $3.43M
VDE
Vanguard Energy ETF

ETFs
891
+ 3.64%
$118.37 - $129.65 $105K - $116K
25.4K $3.2M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.31K
+ 2.14%
$63.88 - $69.11 $83.5K - $90.3K
62.4K $4.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.39K
+ 3.12%
$28.15 - $30.13 $95.3K - $102K
112K $3.31M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
3.71K
+ 1.29%
$28.42 - $30.45 $106K - $113K
292K $8.58M
UNP
Union Pacific Corp

Industrials
828
+ 7.63%
$214.91 - $237.16 $178K - $196K
11.7K $2.76M
IWM
Ishares Russell 2000 ETF

ETFs
83
+ 0.95%
$214.92 - $244.84 $17.8K - $20.3K
8.82K $2.13M
VGT
Vanguard Information Technolog

ETFs
5
+ 0.18%
$656.44 - $753.15 $3.28K - $3.77K
2.75K $2.05M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.52K
+ 11.76%
$50.52 - $50.75 $228K - $229K
43K $2.18M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
134
+ 0.19%
$30.13 - $33.37 $4.04K - $4.47K
70.3K $2.34M
ETN
Eaton Corp PLC

Industrials
344
+ 5.77%
$342.99 - $392.76 $118K - $135K
6.31K $2.36M
SLV
I Shares Silver Trust

ETFs
2.84K
+ 27.18%
$32.73 - $42.5 $92.8K - $121K
13.3K $562K
NEE
Nextera Energy Inc

Utilities
14
+ 0.04%
$69.77 - $77.54 $977 - $1.09K
36.1K $2.73M
MRK
Merck & Co., Inc.

Healthcare
1K
+ 3.76%
$77.6 - $87.37 $77.8K - $87.5K
27.7K $2.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.99K
+ 78.34%
$60.01 - $65.01 $179K - $194K
6.81K $442K
ITW
Illinois Tool Works Inc

Industrials
328
+ 3.56%
$252.31 - $269.41 $82.8K - $88.4K
9.53K $2.49M
IXUS
Ishares Tr

ETFs
452
+ 1.41%
$76.35 - $82.58 $34.5K - $37.3K
32.6K $2.69M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.23K
+ 21.39%
$39.37 - $44.24 $127K - $143K
18.4K $803K
PVAL
Putnam ETF Tr Putnam Focused L
3.6K
+ 18.79%
$39.93 - $42.72 $144K - $154K
22.7K $971K
T
At&T Inc.

Communication Services
7.54K
+ 27.79%
$26.94 - $29.62 $203K - $223K
34.7K $979K
LLY
Eli Lilly & CO

Healthcare
363
+ 6.69%
$625.65 - $812.69 $227K - $295K
5.79K $4.42M
Activity Summary
Buys All Purchases 363 New Holdings 41 Increased Positions 322 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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