Valmark Advisers, Inc. Incresed Positions in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.84K
+ 20.79%
$50.35 - $50.69 $294K - $296K
33.9K $1.71M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.1K
+ 27.16%
$22.71 - $23.47 $321K - $332K
66.2K $1.51M
PLTR
Palantir Technologies Inc.

Technology
337
+ 5.04%
$36.46 - $82.38 $12.3K - $27.8K
7.03K $531K
MA
Mastercard Inc

Financial Services
259
+ 7.37%
$491.3 - $536.15 $127K - $139K
3.78K $1.99M
IWB
Ishares Tr Russell 1000 ETF

ETFs
717
+ 28.83%
$311.11 - $335.64 $223K - $241K
3.2K $1.03M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.04K
+ 51.73%
$90.42 - $94.5 $275K - $287K
8.91K $805K
VGT
Vanguard Information Technolog

ETFs
186
+ 5.02%
$571.78 - $647.97 $106K - $121K
3.89K $2.42M
META
Meta Platforms, Inc.

Communication Services
158
+ 1.96%
$554.08 - $632.68 $87.5K - $100K
8.24K $4.86M
USTB
Victory Portfolios Ii Victorys

ETFs
4.82K
+ 19.81%
$50.06 - $50.85 $241K - $245K
29.1K $1.46M
ADP
Automatic Data Processing Inc

Industrials
104
+ 0.85%
$280.08 - $307.97 $29.1K - $32K
12.3K $3.6M
MS
Morgan Stanley

Financial Services
1.17K
+ 42.49%
$104.42 - $134.99 $122K - $158K
3.93K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
64.4K
+ 113.15%
$25.33 - $51.16 $1.63M - $3.3M
121K $3.14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.88K
+ 46.39%
$50.73 - $51.08 $197K - $198K
12.2K $622K
PG
Procter & Gamble CO

Consumer Defensive
3.09K
+ 5.09%
$161.05 - $179.7 $498K - $555K
63.8K $10.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.71K
+ 48.51%
$115.08 - $119.55 $197K - $205K
5.25K $606K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
9.56K
+ 32.93%
$21.25 - $22.07 $203K - $211K
38.6K $823K
VB
Vanguard Small Cap ETF

ETFs
357
+ 1.18%
$233.76 - $261.58 $83.5K - $93.4K
30.7K $7.38M
PAYX
Paychex Inc

Industrials
723
+ 7.67%
$135.86 - $148.73 $98.2K - $108K
10.1K $1.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
366
+ 29.05%
$417.69 - $450.94 $153K - $165K
1.63K $691K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.63K
+ 11.37%
$74.5 - $78.37 $271K - $285K
35.6K $2.66M
VFH
Vanguard Financial ETF

ETFs
783
+ 10.51%
$108.87 - $126.2 $85.2K - $98.8K
8.23K $971K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
116
+ 2.19%
$172.07 - $207.36 $20K - $24.1K
5.41K $1.07M
DECK
Deckers Outdoor Corp

Consumer Cyclical
18
+ 0.54%
$152.04 - $211.12 $2.74K - $3.8K
3.34K $678K
VIG
Vanguard Dividend Appreciation

ETFs
791
+ 0.54%
N/A
148K $27M
WFC
Wells Fargo & Company

Financial Services
431
+ 5.48%
$54.98 - $77.35 $23.7K - $33.3K
8.3K $582K
DVN
Devon Energy Corp

Energy
5.18K
+ 96.3%
$30.52 - $42.96 $158K - $222K
10.6K $345K
RWX
Spdr Dow Jones International R

ETFs
9.64K
+ 47.79%
$22.73 - $27.57 $219K - $266K
29.8K $687K
DFS
Discover Financial Services

Financial Services
428
+ 24.94%
$136.3 - $182.67 $58.3K - $78.2K
2.14K $371K
AXP
American Express CO

Financial Services
328
+ 25.95%
$267.35 - $305.57 $87.7K - $100K
1.59K $472K
BA
Boeing CO

Industrials
288
+ 9.17%
$138.14 - $180.72 $39.8K - $52K
3.43K $606K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
687
+ 4.43%
$100.18 - $109.1 $68.8K - $75K
16.2K $1.7M
HBAN
Huntington Bancshares Inc

Financial Services
3.01K
+ 6.58%
$14.18 - $18.2 $42.6K - $54.7K
48.7K $791K
CWST
Casella Waste Systems Inc

Industrials
225
+ 1.58%
$97.5 - $113.93 $21.9K - $25.6K
14.5K $1.53M
CASY
Caseys General Stores Inc

Consumer Cyclical
60
+ 1.45%
$366.65 - $427.88 $22K - $25.7K
4.2K $1.66M
AGM
Federal Agricultural Mortgage Corp

Financial Services
136
+ 1.6%
$181.72 - $216.45 $24.7K - $29.4K
8.63K $1.7M
XLP
Consumer Staples Sector Spdr

ETFs
1.39K
+ 17.16%
N/A
9.48K $720K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.58K
+ 16.26%
$26.63 - $30.23 $255K - $290K
68.5K $1.82M
HON
Honeywell International Inc

Industrials
45
+ 0.98%
$202.84 - $236.0 $9.13K - $10.6K
4.64K $1.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.29K
+ 12.21%
$67.29 - $73.38 $289K - $315K
39.5K $2.68M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.56K
+ 24.92%
$18.41 - $18.97 $102K - $105K
27.8K $514K
SGOL
Abrdn Gold ETF Trust

ETFs
3.65K
+ 39.42%
$24.46 - $26.62 $89.3K - $97.2K
12.9K $323K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
118
+ 1.58%
$76.72 - $106.92 $9.05K - $12.6K
7.6K $688K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.93K
+ 25.77%
$20.6 - $20.71 $81K - $81.4K
19.2K $396K
GLDM
World Gold Trust

ETFs
1.58K
+ 9.09%
$50.76 - $55.23 $80.3K - $87.4K
19K $987K
BX
Blackstone Inc.

Financial Services
13
+ 0.33%
$148.45 - $199.05 $1.93K - $2.59K
3.97K $684K
PM
Philip Morris International Inc.

Consumer Defensive
688
+ 18.19%
$118.38 - $133.06 $81.4K - $91.5K
4.47K $537K
PPA
Invesco Exchange Traded Fd Tr

ETFs
689
+ 21.16%
$113.79 - $124.5 $78.4K - $85.8K
3.95K $452K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.01K
+ 7.61%
$56.06 - $61.35 $113K - $124K
28.5K $1.61M
KEY
Keycorp

Financial Services
2.08K
+ 1.89%
$16.21 - $19.97 $33.7K - $41.5K
112K $1.92M
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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