Valmark Advisers, Inc. Incresed Positions in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
386
+ 16.41%
$315.94 - $371.96 $122K - $144K
2.74K $988K
TMO
Thermo Fisher Scientific Inc.

Healthcare
179
+ 16.03%
$531.86 - $624.21 $95.2K - $112K
1.3K $801K
SO
Southern CO

Utilities
452
+ 4.0%
$77.0 - $90.52 $34.8K - $40.9K
11.7K $1.06M
CVX
Chevron Corp

Energy
2.16K
+ 14.59%
$137.88 - $161.97 $298K - $350K
17K $2.5M
ORCL
Oracle Corp

Technology
176
+ 3.47%
$125.9 - $170.35 $22.2K - $30K
5.24K $892K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.18K
+ 33.58%
$21.7 - $22.6 $156K - $162K
28.5K $642K
PNC
Pnc Financial Services Group, Inc.

Financial Services
385
+ 10.79%
$156.14 - $187.2 $60.1K - $72.1K
3.95K $730K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.21K
+ 33.02%
$21.22 - $22.22 $153K - $160K
29K $641K
BK
Bank Of New York Mellon Corp

Financial Services
359
+ 2.92%
$59.54 - $72.17 $21.4K - $25.9K
12.6K $908K
VZ
Verizon Communications Inc

Communication Services
1.48K
+ 5.14%
$38.89 - $45.0 $57.6K - $66.6K
30.3K $1.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.11K
+ 4.25%
$71.45 - $75.64 $79.5K - $84.2K
27.3K $2.05M
IYH
Ishares Tr

ETFs
1.17K
+ 5.38%
$60.29 - $66.38 $70.3K - $77.4K
22.8K $1.48M
DHR
Danaher Corp

Healthcare
302
+ 11.62%
$239.25 - $280.76 $72.3K - $84.8K
2.9K $806K
ROP
Roper Technologies Inc

Industrials
283
+ 60.34%
$515.25 - $576.55 $146K - $163K
752 $418K
AMP
Ameriprise Financial Inc

Financial Services
269
+ 45.83%
$391.53 - $469.81 $105K - $126K
856 $402K
CRM
Salesforce, Inc.

Technology
377
+ 14.19%
$238.42 - $276.53 $89.9K - $104K
3.03K $830K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 59.92%
$82.04 - $89.49 $119K - $130K
3.89K $345K
BX
Blackstone Inc.

Financial Services
202
+ 5.38%
$120.77 - $159.66 $24.4K - $32.3K
3.96K $605K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
902
+ 3.53%
$53.41 - $57.9 $48.2K - $52.2K
26.5K $1.53M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.65K
+ 19.21%
$49.7 - $56.11 $132K - $149K
16.4K $902K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.99K
+ 42.39%
$51.0 - $57.07 $101K - $113K
6.67K $371K
IYF
Ishares Tr

ETFs
894
+ 31.62%
$93.83 - $105.05 $83.9K - $93.9K
3.72K $386K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.18K
+ 12.0%
$37.89 - $40.48 $82.7K - $88.4K
20.4K $824K
VAW
Vanguard Materials ETF

ETFs
165
+ 3.87%
$189.89 - $213.71 $31.3K - $35.3K
4.43K $936K
D
Dominion Energy, Inc

Utilities
639
+ 7.25%
$48.01 - $58.53 $30.7K - $37.4K
9.45K $546K
MGK
Vanguard Mega Cap Growth ETF

ETFs
162
+ 2.06%
$285.48 - $330.24 $46.2K - $53.5K
8.02K $2.58M
HBAN
Huntington Bancshares Inc

Financial Services
2.97K
+ 6.96%
$12.84 - $15.15 $38.1K - $45K
45.7K $671K
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.24%
$146.64 - $174.54 $1.47K - $1.75K
4.13K $718K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
360
+ 0.9%
$30.27 - $34.42 $10.9K - $12.4K
40.3K $1.38M
XLI
Industrial Sector Spdr

ETFs
529
+ 20.94%
$120.56 - $135.44 $63.8K - $71.6K
3.06K $413K
LLY
Eli Lilly & CO

Healthcare
244
+ 4.25%
$772.14 - $960.02 $188K - $234K
5.98K $5.3M
PM
Philip Morris International Inc.

Consumer Defensive
265
+ 7.53%
$101.25 - $127.45 $26.8K - $33.8K
3.78K $459K
FISV
Fiserv Inc

Technology
820
+ 37.7%
N/A
3K $374K
HYD
Vaneck High Yield Muni ETF

ETFs
939
+ 2.63%
$51.46 - $53.07 $48.3K - $49.8K
36.7K $1.95M
FDS
Factset Research Systems Inc

Financial Services
5
+ 0.26%
$397.04 - $469.48 $1.99K - $2.35K
1.92K $883K
CMCSA
Comcast Corp

Communication Services
1.36K
+ 9.35%
$37.33 - $41.78 $50.9K - $57K
15.9K $666K
GD
General Dynamics Corp

Industrials
25
+ 0.35%
$279.51 - $308.09 $6.99K - $7.7K
7.27K $2.2M
T
At&T Inc.

Communication Services
1.58K
+ 8.11%
$18.21 - $22.28 $28.8K - $35.2K
21.1K $463K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
192
+ 0.75%
$92.1 - $95.52 $17.7K - $18.3K
25.7K $2.45M
VFH
Vanguard Financial ETF

ETFs
153
+ 2.1%
$99.27 - $111.21 $15.2K - $17K
7.45K $818K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
881
+ 7.97%
$100.09 - $100.69 $88.2K - $88.7K
11.9K $1.2M
MAR
Marriott International Inc

Consumer Cyclical
281
+ 13.19%
$211.35 - $255.11 $59.4K - $71.7K
2.41K $599K
BOND
Pimco Active Bond Exchange Tra

ETFs
703
+ 13.6%
$90.01 - $95.32 $63.3K - $67K
5.87K $555K
SUB
Ishares Short Term National Mu

ETFs
148
+ 0.36%
$104.3 - $106.3 $15.4K - $15.7K
41.4K $4.4M
DOV
Dover Corp

Industrials
199
+ 5.02%
$172.5 - $193.03 $34.3K - $38.4K
4.16K $797K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.49K
+ 5.59%
$50.32 - $50.75 $74.9K - $75.5K
28.1K $1.43M
GLW
Corning Inc

Technology
842
+ 12.51%
$37.76 - $46.2 $31.8K - $38.9K
7.57K $341K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 0.04%
$95.1 - $106.76 $285 - $320
7.21K $770K
PRU
Prudential Financial Inc

Financial Services
524
+ 16.87%
$105.53 - $127.32 $55.3K - $66.7K
3.63K $439K
Activity Summary
Buys All Purchases 336 New Holdings 44 Increased Positions 292 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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