Valmark Advisers, Inc. Incresed Positions in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
865
+ 21.36%
$76.77 - $82.22 $66.4K - $71.1K
4.92K $390K
LQDA
Liquidia Corp

Healthcare
1.28K
+ 7.39%
$11.36 - $16.5 $14.6K - $21.2K
18.6K $274K
HEFA
Ishares Currency Hedged Msci E

ETFs
657
+ 2.2%
$34.83 - $37.52 $22.9K - $24.7K
30.5K $1.11M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.4K
+ 6.22%
$21.16 - $21.77 $50.8K - $52.2K
41K $892K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.54K
+ 6.1%
$19.0 - $19.66 $48.2K - $49.9K
44.1K $866K
PEP
Pepsico Inc

Consumer Defensive
708
+ 3.97%
$142.64 - $156.42 $101K - $111K
18.5K $2.78M
KLAC
Kla Corp

Technology
32
+ 3.79%
$636.62 - $777.63 $20.4K - $24.9K
877 $596K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.14K
+ 21.89%
$19.43 - $19.62 $60.9K - $61.5K
17.5K $342K
IGLB
Ishares 10+ Year Investment Gr

ETFs
933
+ 5.53%
$48.32 - $51.22 $45.1K - $47.8K
17.8K $893K
YUM
Yum Brands Inc

Consumer Cyclical
116
+ 6.71%
$123.25 - $162.53 $14.3K - $18.9K
1.85K $290K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
604
+ 19.55%
$91.45 - $91.75 $55.2K - $55.4K
3.69K $338K
TMDX
Trans Medics Group, Inc.

Healthcare
309
+ 4.48%
$56.73 - $79.42 $17.5K - $24.5K
7.21K $485K
TLT
Ishares Barclays 20+ Year Trea

ETFs
393
+ 9.14%
$85.29 - $92.57 $33.5K - $36.4K
4.69K $427K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.31K
+ 8.97%
$32.5 - $33.3 $42.5K - $43.6K
15.9K $528K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.99K
+ 11.9%
$30.73 - $32.26 $61K - $64.1K
18.7K $573K
AVEM
American Centy ETF Tr Avantis

ETFs
287
+ 1.33%
$57.11 - $62.4 $16.4K - $17.9K
21.9K $1.32M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
622
+ 15.53%
$58.32 - $65.09 $36.3K - $40.5K
4.63K $278K
UITB
Usaa ETF Tr Core Intermediate

ETFs
239
+ 0.74%
$45.41 - $47.18 $10.9K - $11.3K
32.5K $1.53M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
190
+ 3.35%
$68.32 - $75.06 $13K - $14.3K
5.87K $438K
XLB
Select Sector Spdr Fd Material

ETFs
345
+ 11.39%
$83.19 - $90.99 $28.7K - $31.4K
3.37K $290K
MPC
Marathon Petroleum Corp

Energy
86
+ 2.31%
$134.72 - $159.03 $11.6K - $13.7K
3.8K $553K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
408
+ 9.18%
$55.47 - $61.45 $22.6K - $25.1K
4.85K $286K
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.27%
$161.24 - $173.33 $1.77K - $1.91K
4.14K $707K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.54K
+ 9.34%
$19.42 - $19.54 $29.8K - $30K
18K $349K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.37K
+ 7.13%
$20.64 - $20.73 $28.3K - $28.4K
20.6K $425K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.35K
+ 4.74%
$53.6 - $58.97 $72.4K - $79.6K
29.8K $1.63M
IYE
Ishares Tr

ETFs
125
+ 2.73%
$45.23 - $49.95 $5.65K - $6.24K
4.7K $231K
EOG
Eog Resources Inc

Energy
26
+ 0.83%
$120.54 - $138.05 $3.13K - $3.59K
3.17K $406K
WFC
Wells Fargo & Company

Financial Services
105
+ 1.27%
$66.78 - $81.42 $7.01K - $8.55K
8.41K $603K
GIS
General Mills Inc

Consumer Defensive
802
+ 11.67%
$57.56 - $65.3 $46.2K - $52.4K
7.67K $458K
GPC
Genuine Parts CO

Consumer Cyclical
74
+ 1.65%
$115.91 - $129.02 $8.58K - $9.55K
4.56K $543K
FAST
Fastenal CO

Industrials
3
+ 0.1%
$71.11 - $79.98 $213 - $240
2.97K $230K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
87
+ 6.49%
$152.57 - $163.66 $13.3K - $14.2K
1.43K $223K
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 8.87%
$476.63 - $610.45 $38.1K - $48.8K
982 $486K
IGRO
Ishares Tr International Divid

ETFs
11
+ 0.35%
$66.91 - $73.87 $736 - $813
3.17K $229K
IEF
Ishares Barclays

ETFs
50
+ 1.5%
$91.17 - $95.39 $4.56K - $4.77K
3.39K $322K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
165
+ 18.48%
$254.58 - $302.92 $42K - $50K
1.06K $270K
AOA
Ishares Tr Core Aggressive All

ETFs
173
+ 1.82%
$75.7 - $80.01 $13.1K - $13.8K
9.66K $738K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
104
+ 4.82%
$106.44 - $113.12 $11.1K - $11.8K
2.26K $246K
QCOM
Qualcomm Inc

Technology
64
+ 1.96%
$151.94 - $175.86 $9.72K - $11.3K
3.33K $511K
PJAN
Innovator U.S. Equity Power Bu

ETFs
631
+ 2.85%
$41.09 - $43.24 $25.9K - $27.3K
22.8K $943K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
99
+ 2.98%
N/A
3.42K $255K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$113.59 - $123.29 $114 - $123
3.95K $459K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
35
+ 0.3%
$100.32 - $100.76 $3.51K - $3.53K
11.5K $1.16M
ABC
Amerisourcebergen Corp

Healthcare
24
+ 2.32%
N/A
1.06K $196K
SHV
Ishares Tr

ETFs
29
+ 0.68%
$110.11 - $110.51 $3.19K - $3.2K
4.27K $471K
F
Ford Motor CO

Consumer Cyclical
47
+ 0.46%
$9.12 - $10.43 $429 - $490
10.2K $102K
Linde PLC
74
+ 1.79%
N/A
4.2K $0
Elevation Series Trust
2.84K
+ 19.57%
N/A
17.3K $0
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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