Valmark Advisers, Inc. Incresed Positions in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
485
+ 5.56%
$92.94 - $101.82 $45.1K - $49.4K
9.22K $866K
USB
Us Bancorp \De\

Financial Services
141
+ 1.55%
$43.98 - $53.66 $6.2K - $7.57K
9.23K $441K
KR
Kroger CO

Consumer Defensive
174
+ 4.26%
$55.21 - $63.3 $9.61K - $11K
4.26K $260K
MTB
M&T Bank Corp

Financial Services
41
+ 2.22%
$172.48 - $221.95 $7.07K - $9.1K
1.89K $355K
IRBO
Ishares Robotics & Artificial

ETFs
804
+ 13.36%
N/A
6.82K $218K
TXN
Texas Instruments Inc

Technology
122
+ 5.45%
N/A
2.36K $459K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.04%
$58.39 - $67.04 $117 - $134
5.57K $353K
CME
Cme Group Inc.

Financial Services
22
+ 1.45%
$221.17 - $246.02 $4.87K - $5.41K
1.54K $357K
QUAL
Ishares Msci Usa Quality Facto

ETFs
179
+ 2.0%
$176.42 - $186.91 $31.6K - $33.5K
9.15K $1.63M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.45K
+ 5.46%
$23.7 - $24.34 $34.5K - $35.4K
28.1K $670K
MPC
Marathon Petroleum Corp

Energy
641
+ 20.85%
$131.65 - $174.84 $84.4K - $112K
3.72K $518K
TRV
Travelers Companies, Inc.

Financial Services
48
+ 5.38%
$225.97 - $266.66 $10.8K - $12.8K
940 $226K
IWM
Ishares Russell 2000 ETF

ETFs
75
+ 0.76%
$216.13 - $242.4 $16.2K - $18.2K
9.93K $2.19M
ABT
Abbott Laboratories

Healthcare
279
+ 1.77%
$111.93 - $119.39 $31.2K - $33.3K
16K $1.81M
BOTZ
Global X Fds

ETFs
550
+ 7.95%
$31.11 - $34.18 $17.1K - $18.8K
7.47K $238K
MCO
Moodys Corp

Financial Services
29
+ 6.12%
$454.04 - $500.88 $13.2K - $14.5K
503 $238K
EMTL
Spdr Doubleline Emerging Marke

ETFs
665
+ 6.2%
$42.03 - $43.34 $27.9K - $28.8K
11.4K $479K
CARR
Carrier Global Corp

Industrials
876
+ 22.47%
$66.69 - $82.65 $58.4K - $72.4K
4.77K $325K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.2K
+ 14.57%
$26.65 - $29.34 $32K - $35.2K
9.44K $255K
DFAT
Dimensional ETF Tr U S Target

ETFs
184
+ 2.76%
$54.54 - $61.04 $10K - $11.2K
6.86K $381K
HEFA
Ishares Currency Hedged Msci E

ETFs
809
+ 2.79%
$34.42 - $35.88 $27.8K - $29K
29.8K $1.04M
FAST
Fastenal CO

Industrials
82
+ 2.84%
$69.99 - $84.35 $5.74K - $6.92K
2.97K $213K
FITB
Fifth Third Bancorp

Financial Services
419
+ 2.59%
$41.76 - $48.44 $17.5K - $20.3K
16.6K $701K
EOG
Eog Resources Inc

Energy
79
+ 2.58%
$118.22 - $136.54 $9.34K - $10.8K
3.14K $384K
TFC
Truist Financial Corp

Financial Services
13
+ 0.12%
$41.51 - $48.1 $540 - $625
10.6K $459K
HD
Home Depot, Inc.

Consumer Cyclical
502
+ 4.35%
$385.02 - $431.37 $193K - $217K
12K $4.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
540
+ 7.9%
$44.03 - $46.65 $23.8K - $25.2K
7.37K $325K
SPIB
Spdr Portfolio Intermediate Te

ETFs
616
+ 4.41%
$32.65 - $33.68 $20.1K - $20.7K
14.6K $478K
FLGV
Franklin Templeton ETF Trfrank

ETFs
2K
+ 5.56%
$20.03 - $21.07 $40K - $42.1K
37.9K $762K
SHV
Ishares Tr

ETFs
68
+ 1.63%
$109.92 - $110.57 $7.47K - $7.52K
4.24K $467K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
40
+ 3.92%
$238.25 - $261.28 $9.53K - $10.5K
1.06K $256K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
350
+ 2.18%
$19.38 - $19.58 $6.78K - $6.85K
16.4K $319K
FMB
First Tr Exchange Traded Fd Ii

ETFs
257
+ 3.16%
$50.62 - $52.07 $13K - $13.4K
8.39K $427K
TLT
Ishares Barclays 20+ Year Trea

ETFs
515
+ 13.61%
$87.1 - $98.49 $44.9K - $50.7K
4.3K $375K
FENY
Fidelity Covington Tr Msci Ene

ETFs
338
+ 1.42%
$23.14 - $26.91 $7.82K - $9.1K
24.2K $575K
IYE
Ishares Tr

ETFs
96
+ 2.14%
$43.93 - $51.37 $4.22K - $4.93K
4.58K $208K
Blackrock ETF Trust Ii
19.9K
+ 92.46%
N/A
41.4K $0
America Movil Sab De Cv
79
+ 0.62%
N/A
12.9K $0
Capital Group Dividend Growe
58.3K
+ 14.17%
N/A
470K $0
Capital Grp Fixed Incm ETF T
10.7K
+ 1.33%
N/A
815K $0
OAEM
Unified Ser Tr Oneascent Emerg
2.18K
+ 8.82%
N/A
26.9K $0
MGV
Vanguard Mega Cap Value

ETFs
56
+ 2.41%
$124.06 - $133.48 $6.95K - $7.47K
2.38K $297K
Northern Lts Fd Tr Iv
3.7K
+ 77.0%
N/A
8.5K $0
Linde PLC
67
+ 1.65%
N/A
4.13K $0
Ge Vernova Inc
81
+ 3.46%
N/A
2.42K $0
CGMS
Capital Grp Core Plus Income E
19.3K
+ 5.77%
N/A
353K $0
Ishares Tr
4.04K
+ 22.92%
N/A
21.6K $0
Celestica Inc
373
+ 1.87%
N/A
20.4K $0
CLX
Clorox CO

Consumer Defensive
4
+ 0.11%
$156.51 - $169.74 $626 - $679
3.54K $575K
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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