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
IWD
Ishares Russell 1000 Val ETF

ETFs
281
+ 1.18%
$166.82 - $194.23 $46.9K - $54.6K
24.1K $4.67M
V
Visa Inc.

Financial Services
469
+ 7.09%
$308.27 - $373.31 $145K - $175K
7.08K $2.51M
JHMM
John Hancock Multifactor Mid C

ETFs
816
+ 2.17%
$50.32 - $61.13 $41.1K - $49.9K
38.5K $2.35M
TDG
Trans Digm Group Inc

Industrials
10
+ 0.78%
$1231.75 - $1520.64 $12.3K - $15.2K
1.29K $1.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
213
+ 1.32%
$152.93 - $181.74 $32.6K - $38.7K
16.4K $2.98M
SO
Southern CO

Utilities
1.92K
+ 15.18%
$84.91 - $92.56 $163K - $178K
14.6K $1.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
91
+ 0.76%
$108.06 - $135.3 $9.83K - $12.3K
12.1K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 2.35%
$908.13 - $1056.85 $54.5K - $63.4K
2.62K $2.59M
ABT
Abbott Laboratories

Healthcare
818
+ 4.79%
$123.95 - $138.08 $101K - $113K
17.9K $2.44M
VNQ
Vanguard Specialized Funds Van

ETFs
5.41K
+ 2.53%
$79.79 - $91.42 $432K - $495K
219K $19.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.14K
+ 6.12%
$72.02 - $73.82 $154K - $158K
37.2K $2.74M
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.18K
+ 24.08%
$34.48 - $39.76 $110K - $127K
16.4K $652K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.13K
+ 11.45%
$24.88 - $25.41 $152K - $156K
59.6K $1.52M
PGR
Progressive Corp

Financial Services
750
+ 25.86%
$255.27 - $288.74 $191K - $217K
3.65K $974K
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.53K
+ 7.05%
$33.22 - $37.29 $84.1K - $94.4K
38.4K $1.43M
RTX
Raytheon Technologies Corp

Industrials
38
+ 0.35%
$113.75 - $148.48 $4.32K - $5.64K
10.9K $1.59M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
2.09K
+ 5.76%
$33.11 - $37.79 $69.1K - $78.8K
38.3K $1.45M
IWN
Ishares Russell2000 Val ETF

ETFs
886
+ 58.71%
$131.84 - $157.76 $117K - $140K
2.4K $377K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.51K
+ 15.87%
$21.57 - $21.99 $140K - $143K
47.5K $1.04M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.03%
$104.34 - $138.68 $209 - $277
6.98K $967K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
6.96K
+ 15.8%
$19.44 - $19.88 $135K - $138K
51K $1.01M
AMAT
Applied Materials Inc

Technology
393
+ 21.06%
$126.95 - $183.52 $49.9K - $72.1K
2.26K $413K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.05K
+ 5.22%
$26.41 - $26.76 $133K - $135K
102K $2.73M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.11K
+ 8.77%
$25.32 - $25.63 $129K - $131K
63.4K $1.62M
FNDX
Schwab Fundamental U S Large C

ETFs
4.33K
+ 14.52%
$20.84 - $24.54 $90.2K - $106K
34.2K $838K
IBMP
Ishares Tr Ibonds December 202

ETFs
5.04K
+ 8.46%
$24.98 - $25.35 $126K - $128K
64.6K $1.64M
MTB
M&T Bank Corp

Financial Services
530
+ 28.42%
$156.58 - $193.99 $83K - $103K
2.4K $464K
GBIL
Goldman Sachs Access Treasury

ETFs
1.29K
+ 13.11%
$99.83 - $100.19 $129K - $129K
11.1K $1.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
328
+ 31.0%
$224.16 - $285.86 $73.5K - $93.8K
1.39K $396K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
412
+ 0.26%
$77.94 - $79.5 $32.1K - $32.8K
159K $12.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
768
+ 4.12%
$52.31 - $63.72 $40.2K - $48.9K
19.4K $1.24M
XLF
Financial Sector Spdr

ETFs
945
+ 3.38%
$43.92 - $52.37 $41.5K - $49.5K
28.9K $1.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.17%
$272.36 - $339.57 $1.63K - $2.04K
3.63K $1.23M
MA
Mastercard Inc

Financial Services
123
+ 3.39%
$479.92 - $590.74 $59K - $72.7K
3.75K $2.11M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.78K
+ 5.83%
$32.11 - $38.21 $57K - $67.8K
32.2K $1.22M
FVAL
Fidelity Covington Tr Value Fa

ETFs
179
+ 0.73%
$52.8 - $63.87 $9.45K - $11.4K
24.7K $1.58M
SUB
Ishares Short Term National Mu

ETFs
792
+ 2.04%
$104.77 - $106.34 $83K - $84.2K
39.6K $4.21M
HBAN
Huntington Bancshares Inc

Financial Services
1.68K
+ 3.48%
$12.49 - $16.76 $21K - $28.2K
50.1K $839K
MMM
3 M CO

Industrials
557
+ 10.6%
$126.09 - $154.15 $70.2K - $85.9K
5.81K $884K
AXP
American Express CO

Financial Services
125
+ 8.49%
$231.39 - $318.98 $28.9K - $39.9K
1.6K $509K
WELL
Welltower Inc.

Real Estate
691
+ 29.84%
$136.49 - $155.22 $94.3K - $107K
3.01K $462K
MPC
Marathon Petroleum Corp

Energy
145
+ 3.81%
$118.55 - $170.08 $17.2K - $24.7K
3.95K $655K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.83K
+ 4.46%
$45.68 - $47.4 $83.7K - $86.8K
42.9K $2.03M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
667
+ 2.54%
$89.58 - $95.01 $59.7K - $63.4K
26.9K $2.56M
IAU
Ishares Gold Trust

ETFs
1.02K
+ 10.79%
$56.1 - $64.74 $57.3K - $66.2K
10.5K $654K
AOA
Ishares Tr Core Aggressive All

ETFs
340
+ 3.52%
$69.46 - $83.4 $23.6K - $28.4K
10K $834K
DUK
Duke Energy Corp

Utilities
1.12K
+ 11.89%
$112.46 - $124.05 $126K - $139K
10.6K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
39
+ 1.61%
$211.12 - $274.14 $8.23K - $10.7K
2.46K $672K
BLD
Top Build Corp

Industrials
12
+ 0.25%
$275.93 - $326.59 $3.31K - $3.92K
4.9K $1.59M
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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email