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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
22
+ 0.16%
$180.84 - $240.32 $3.98K - $5.29K
13.5K $3.25M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
12.6K
+ 74.68%
$40.41 - $40.68 $511K - $514K
29.6K $1.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.2K
+ 8.57%
$48.13 - $49.85 $586K - $607K
154K $7.56M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.86K
+ 12.29%
$157.93 - $175.89 $452K - $503K
26.1K $4.56M
GOOGL
Alphabet Inc.

Communication Services
342
+ 1.65%
$144.7 - $178.6 $49.5K - $61.1K
21K $3.71M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.3K
+ 19.42%
$24.94 - $25.42 $456K - $465K
113K $2.86M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.2K
+ 20.23%
$23.96 - $24.27 $460K - $466K
114K $2.77M
GLDM
World Gold Trust

ETFs
5.86K
+ 24.78%
$58.96 - $67.97 $346K - $398K
29.5K $1.93M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18.3K
+ 14.52%
$25.04 - $25.18 $459K - $462K
145K $3.64M
FV
First Trust Dorsey Wright Focu

ETFs
786
+ 0.83%
$48.43 - $59.26 $38.1K - $46.6K
95.2K $5.64M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.01%
$273.67 - $366.17 $274 - $366
7.85K $2.88M
MGC
Vanguard Mega Cap ETF

ETFs
703
+ 5.71%
$179.23 - $224.92 $126K - $158K
13K $2.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
684
+ 14.17%
$141.37 - $228.57 $96.7K - $156K
5.51K $1.25M
CGXU
Capital Group Intl Focus Equit

ETFs
3.35K
+ 2.57%
$21.44 - $27.35 $71.8K - $91.5K
133K $3.62M
CELH
Celsius Holdings, Inc.

Consumer Defensive
578
+ 1.65%
$33.89 - $46.39 $19.6K - $26.8K
35.6K $1.65M
IBDV
Ishares Tr

Technology
17.4K
+ 26.37%
$21.28 - $21.98 $371K - $383K
83.5K $1.84M
DIS
Walt Disney CO

Communication Services
561
+ 4.34%
$81.72 - $124.01 $45.8K - $69.6K
13.5K $1.67M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
730
+ 24.95%
$376.48 - $440.65 $275K - $322K
3.66K $1.61M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.6K
+ 19.08%
$22.7 - $23.33 $354K - $363K
97.2K $2.27M
CSCO
Cisco Systems, Inc.

Technology
708
+ 1.72%
$53.19 - $69.38 $37.7K - $49.1K
41.9K $2.91M
CASY
Caseys General Stores Inc

Consumer Cyclical
21
+ 0.48%
$415.82 - $510.91 $8.73K - $10.7K
4.4K $2.25M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.18K
+ 10.81%
$32.77 - $38.72 $203K - $239K
63.4K $2.45M
FDVV
Fidelity High Dividend ETF

ETFs
2.74K
+ 4.02%
$43.6 - $52.02 $119K - $142K
70.7K $3.68M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.9K
+ 118.04%
$22.03 - $22.83 $263K - $273K
22.1K $503K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 15.22%
$22.09 - $22.44 $260K - $264K
89K $1.99M
KR
Kroger CO

Consumer Defensive
3.54K
+ 83.19%
$64.62 - $74.0 $229K - $262K
7.8K $559K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.32K
+ 15.4%
$91.62 - $116.16 $120K - $153K
9.85K $1.14M
EEM
Ishares Msci Emerging Markets

ETFs
488
+ 0.95%
$38.52 - $48.28 $18.8K - $23.6K
52K $2.51M
PM
Philip Morris International Inc.

Consumer Defensive
779
+ 16.73%
$149.23 - $184.95 $116K - $144K
5.43K $989K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.6K
+ 12.63%
$22.3 - $22.57 $237K - $240K
94.9K $2.13M
XLI
Industrial Sector Spdr

ETFs
1.03K
+ 18.14%
$116.42 - $147.52 $120K - $152K
6.72K $990K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
+ 8.1%
$22.81 - $22.97 $236K - $238K
138K $3.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
573
+ 2.18%
$74.88 - $91.97 $42.9K - $52.7K
26.9K $2.47M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41
+ 0.03%
$20.42 - $25.3 $837 - $1.04K
125K $3.15M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10K
+ 7.31%
$23.29 - $23.38 $233K - $234K
147K $3.43M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.8K
+ 2.64%
$24.38 - $30.18 $44K - $54.4K
70.1K $2.11M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
190
+ 0.45%
$28.98 - $37.18 $5.51K - $7.06K
42.7K $1.59M
POWL
Powell Industries Inc

Industrials
490
+ 15.63%
$159.38 - $211.34 $78.1K - $104K
3.62K $762K
T
At&T Inc.

Communication Services
7.45K
+ 37.8%
$26.33 - $28.94 $196K - $215K
27.1K $785K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.55K
+ 45.63%
$39.34 - $40.41 $218K - $224K
17.7K $711K
EMR
Emerson Electric CO

Industrials
31
+ 0.35%
$94.15 - $133.33 $2.92K - $4.13K
8.93K $1.19M
CAT
Caterpillar Inc

Industrials
30
+ 0.88%
$273.94 - $388.21 $8.22K - $11.6K
3.44K $1.34M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
224
+ 9.08%
$468.22 - $566.51 $105K - $127K
2.69K $1.52M
LHX
L3 Harris Technologies, Inc.

Industrials
19
+ 0.39%
$200.21 - $256.99 $3.8K - $4.88K
4.91K $1.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.16K
+ 27.35%
$90.85 - $102.31 $196K - $221K
10K $1.01M
FQAL
Fidelity Covington Tr Quality

ETFs
1.79K
+ 12.37%
$57.29 - $69.63 $103K - $125K
16.3K $1.13M
HON
Honeywell International Inc

Industrials
466
+ 10.29%
$182.86 - $232.88 $85.2K - $109K
5K $1.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.14K
+ 28.4%
$105.69 - $140.64 $121K - $161K
5.17K $683K
IYF
Ishares Tr

ETFs
1.2K
+ 17.55%
$99.23 - $120.99 $119K - $146K
8.06K $974K
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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