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
URI
United Rentals, Inc.

Industrials
27
+ 3.43%
$774.14 - $975.23 $20.9K - $26.3K
814 $777K
TJX
Tjx Companies Inc

Consumer Cyclical
825
+ 29.01%
$121.35 - $144.54 $100K - $119K
3.67K $530K
FNDB
Schwab Fundamental U S Broad M

ETFs
6.16K
+ 69.59%
$23.83 - $25.77 $147K - $159K
15K $386K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.73K
+ 3.18%
$42.21 - $43.91 $73.2K - $76.1K
56.2K $2.47M
DUK
Duke Energy Corp

Utilities
858
+ 8.11%
$116.31 - $125.93 $99.8K - $108K
11.4K $1.42M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
6.83K
+ 30.96%
$22.68 - $23.2 $155K - $158K
28.9K $666K
KLAC
Kla Corp

Technology
10
+ 1.22%
$843.9 - $1078.6 $8.44K - $10.8K
827 $892K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.48K
+ 5.1%
$55.15 - $58.11 $81.3K - $85.7K
30.4K $1.75M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.41K
+ 1.56%
$26.44 - $27.1 $90K - $92.3K
222K $5.98M
IWR
Ishares Russell Mid Cap ETF

ETFs
188
+ 0.7%
$92.26 - $97.51 $17.3K - $18.3K
27.1K $2.61M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.26K
+ 53.83%
$24.97 - $25.78 $131K - $136K
15K $384K
BAC
Bank Of America Corp

Financial Services
1.03K
+ 5.4%
$44.92 - $52.42 $46.2K - $53.9K
20.1K $1.04M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.28K
+ 11.1%
$40.49 - $40.7 $133K - $134K
32.8K $1.34M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.05K
+ 10.47%
$101.12 - $106.18 $106K - $112K
11.1K $1.14M
EFG
Msci Eafe Growth ETF

ETFs
411
+ 0.92%
$106.99 - $114.46 $44K - $47K
44.9K $5.11M
AFL
Aflac Inc

Financial Services
184
+ 1.05%
$98.09 - $111.7 $18K - $20.6K
17.6K $1.97M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3
+ 0.01%
$36.93 - $40.55 $111 - $122
42.7K $1.72M
VZ
Verizon Communications Inc

Communication Services
2.55K
+ 10.66%
$40.84 - $45.06 $104K - $115K
26.5K $1.16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
19
+ 0.16%
$134.94 - $145.86 $2.56K - $2.77K
12.1K $1.76M
AMAT
Applied Materials Inc

Technology
366
+ 16.2%
$156.25 - $204.95 $57.2K - $75K
2.63K $537K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.71K
+ 48.34%
$20.77 - $21.32 $119K - $122K
17.5K $371K
ASML
Asml Holding Nv

Technology
24
+ 4.4%
$689.63 - $968.09 $16.6K - $23.2K
569 $550K
TMO
Thermo Fisher Scientific Inc.

Healthcare
80
+ 8.67%
$404.94 - $499.99 $32.4K - $40K
1K $486K
IAU
Ishares Gold Trust

ETFs
2
+ 0.02%
$61.62 - $72.77 $123 - $146
10.5K $763K
PFE
Pfizer Inc

Healthcare
2.33K
+ 5.94%
$23.29 - $25.88 $54.2K - $60.3K
41.6K $1.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.87K
+ 2.91%
$50.85 - $51.35 $94.9K - $95.8K
66K $3.38M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
372
+ 4.5%
$128.6 - $136.01 $47.8K - $50.6K
8.64K $1.17M
IGE
Ishares Tr North Amern Nat Res

ETFs
500
+ 3.02%
$44.5 - $49.6 $22.3K - $24.8K
17.1K $836K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
651
+ 4.6%
$64.58 - $69.94 $42K - $45.5K
14.8K $1.03M
NFLX
Netflix Inc

Communication Services
315
+ 15.77%
$1147.87 - $1297.18 $362K - $409K
2.31K $2.77M
FQAL
Fidelity Covington Tr Quality

ETFs
171
+ 1.05%
$69.69 - $74.72 $11.9K - $12.8K
16.5K $1.23M
VIG
Vanguard Dividend Appreciation

ETFs
529
+ 0.35%
N/A
153K $27.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23
+ 0.63%
$435.72 - $463.74 $10K - $10.7K
3.68K $1.71M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.52K
+ 25.21%
$19.49 - $19.61 $88K - $88.6K
22.4K $438K
FTSL
First Trust Senior Ln Fund

ETFs
1.96K
+ 4.87%
$45.81 - $46.18 $89.7K - $90.4K
42.2K $1.93M
GBIL
Goldman Sachs Access Treasury

ETFs
859
+ 7.72%
$99.82 - $100.23 $85.7K - $86.1K
12K $1.2M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.85K
+ 4.78%
$25.37 - $25.79 $72.3K - $73.5K
62.5K $1.6M
CMI
Cummins Inc

Industrials
7
+ 0.85%
$327.85 - $426.39 $2.29K - $2.98K
828 $349K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.45K
+ 0.28%
$24.08 - $24.5 $35K - $35.6K
514K $12.5M
CINF
Cincinnati Financial Corp

Financial Services
18
+ 0.21%
$145.8 - $158.1 $2.62K - $2.85K
8.48K $1.34M
SO
Southern CO

Utilities
386
+ 2.65%
$90.83 - $96.0 $35.1K - $37.1K
15K $1.42M
MS
Morgan Stanley

Financial Services
71
+ 1.9%
$139.09 - $161.16 $9.88K - $11.4K
3.8K $603K
IYH
Ishares Tr

ETFs
308
+ 1.17%
$54.36 - $58.96 $16.7K - $18.2K
26.5K $1.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
516
+ 1.6%
$37.2 - $39.61 $19.2K - $20.4K
32.7K $1.3M
FITB
Fifth Third Bancorp

Financial Services
189
+ 1.02%
$40.91 - $46.28 $7.73K - $8.75K
18.7K $833K
VNQI
Vanguard Global Ex U.S. Real

ETFs
128
+ 0.31%
$45.22 - $48.34 $5.79K - $6.19K
41.7K $1.99M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
302
+ 3.68%
$84.28 - $89.46 $25.5K - $27K
8.5K $756K
IXN
Ishares Global Information Tec

ETFs
289
+ 8.6%
$91.28 - $103.32 $26.4K - $29.9K
3.65K $376K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
727
+ 27.88%
$79.89 - $83.25 $58.1K - $60.5K
3.34K $275K
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
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