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
IDEV
Ishares Core Msci Intl Develop

ETFs
617
+ 16.38%
$74.68 - $80.26 $46.1K - $49.5K
4.38K $351K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.83K
+ 5.95%
$21.68 - $22.04 $61.3K - $62.3K
50.3K $1.11M
KMB
Kimberly Clark Corp

Consumer Defensive
645
+ 17.57%
$121.72 - $136.77 $78.5K - $88.2K
4.32K $536K
AIQ
Global X Funds Global X Artifi

ETFs
312
+ 3.75%
$43.2 - $49.66 $13.5K - $15.5K
8.64K $426K
META
Meta Platforms, Inc.

Communication Services
125
+ 1.58%
$695.21 - $791.73 $86.9K - $99K
8.05K $5.91M
AOA
Ishares Tr Core Aggressive All

ETFs
153
+ 1.53%
$82.71 - $88.14 $12.7K - $13.5K
10.2K $894K
VPU
Vanguard Utilities ETF

ETFs
36
+ 0.87%
$175.25 - $189.41 $6.31K - $6.82K
4.16K $786K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.88K
+ 1.87%
$22.64 - $23.22 $42.6K - $43.7K
103K $2.37M
PAVE
Global X Fds Us Infrastructure

ETFs
449
+ 4.92%
$44.02 - $47.63 $19.8K - $21.4K
9.57K $455K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.74K
+ 5.36%
$19.57 - $19.98 $53.5K - $54.6K
53.8K $1.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
27
+ 2.64%
$275.84 - $326.36 $7.45K - $8.81K
1.05K $342K
RWR
Spdr Dow Jones Reit ETF

ETFs
183
+ 1.93%
$95.17 - $101.62 $17.4K - $18.6K
9.66K $969K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
477
+ 3.57%
$36.04 - $38.78 $17.2K - $18.5K
13.9K $534K
JEPI
J P Morgan Exchange Traded Fd

ETFs
731
+ 1.39%
$55.61 - $57.37 $40.7K - $41.9K
53.5K $3.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.61K
+ 14.96%
$19.61 - $19.79 $51.1K - $51.6K
20K $394K
VFH
Vanguard Financial ETF

ETFs
162
+ 2.08%
$125.23 - $132.78 $20.3K - $21.5K
7.94K $1.04M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.19%
$139.82 - $155.45 $979 - $1.09K
3.73K $579K
IYF
Ishares Tr

ETFs
26
+ 0.32%
$119.89 - $127.16 $3.12K - $3.31K
8.08K $1.02M
MCK
Mckesson Corp

Healthcare
19
+ 2.25%
$659.01 - $772.54 $12.5K - $14.7K
862 $665K
EPD
Enterprise Products Partners L.P.

Energy
1.41K
+ 16.46%
$30.74 - $32.14 $43.2K - $45.2K
9.95K $311K
IDV
Ishares Tr

ETFs
13
+ 0.06%
$34.54 - $37.28 $449 - $485
22.2K $811K
IDU
Ishares Tr U S Utils ETF

ETFs
299
+ 15.31%
$103.7 - $111.17 $31K - $33.2K
2.25K $249K
CVS
Cvs Health Corp

Healthcare
292
+ 8.49%
$58.75 - $76.5 $17.2K - $22.3K
3.73K $281K
IJS
Ishares S&P Smallcap 600 Value

ETFs
29
+ 0.81%
$98.99 - $112.2 $2.87K - $3.25K
3.63K $401K
HBAN
Huntington Bancshares Inc

Financial Services
961
+ 1.92%
$15.87 - $17.88 $15.3K - $17.2K
51.1K $882K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
142
+ 2.56%
$82.42 - $87.03 $11.7K - $12.4K
5.69K $495K
XLRE
Select Sector Spdr Tr Real Est

ETFs
665
+ 4.44%
$40.94 - $42.85 $27.2K - $28.5K
15.6K $659K
ITA
Ishares Tr

ETFs
72
+ 6.61%
$184.73 - $209.26 $13.3K - $15.1K
1.16K $243K
FENY
Fidelity Covington Tr Msci Ene

ETFs
303
+ 1.29%
$23.27 - $25.46 $7.05K - $7.71K
23.7K $586K
BP
Bp PLC

Energy
72
+ 0.96%
$30.25 - $35.69 $2.18K - $2.57K
7.56K $260K
DFAT
Dimensional ETF Tr U S Target

ETFs
192
+ 3.46%
$53.36 - $59.69 $10.2K - $11.5K
5.74K $334K
SPIB
Spdr Portfolio Intermediate Te

ETFs
844
+ 4.76%
$33.26 - $34.01 $28.1K - $28.7K
18.6K $630K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
243
+ 4.06%
$117.65 - $120.08 $28.6K - $29.2K
6.22K $743K
IBMP
Ishares Tr Ibonds December 202

ETFs
837
+ 1.3%
$25.3 - $25.56 $21.2K - $21.4K
65.4K $1.67M
ABT
Abbott Laboratories

Healthcare
492
+ 2.75%
$120.51 - $136.62 $59.3K - $67.2K
18.4K $2.46M
BIBL
Northern Lts Fd Tr Iv

ETFs
26
+ 0.31%
$41.43 - $44.43 $1.08K - $1.16K
8.49K $377K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.12%
$236.93 - $271.12 $237 - $271
865 $234K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
509
+ 7.78%
$50.29 - $50.86 $25.6K - $25.9K
7.05K $358K
IBMO
Ishares Tr Ibonds December 202

ETFs
973
+ 1.54%
$25.58 - $25.72 $24.9K - $25K
64.3K $1.65M
AXP
American Express CO

Financial Services
17
+ 1.06%
$294.27 - $342.31 $5K - $5.82K
1.62K $536K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
85
+ 2.84%
$92.97 - $100.18 $7.9K - $8.52K
3.08K $306K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
287
+ 9.3%
$82.38 - $83.0 $23.6K - $23.8K
3.37K $279K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.95%
$285.05 - $309.14 $2.57K - $2.78K
957 $294K
DHR
Danaher Corp

Healthcare
113
+ 5.09%
$181.46 - $212.2 $20.5K - $24K
2.33K $462K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.59%
$76.33 - $82.51 $1.53K - $1.65K
3.4K $280K
V
Visa Inc.

Financial Services
352
+ 4.97%
$332.09 - $358.86 $117K - $126K
7.43K $2.54M
IEMG
Ishares Inc

ETFs
395
+ 2.24%
N/A
18.1K $968K
EUSB
Ishares Tr Esg Advanced Total

Technology
395
+ 4.56%
$42.97 - $44.2 $17K - $17.5K
9.07K $398K
BOND
Pimco Active Bond Exchange Tra

ETFs
42
+ 0.3%
$90.83 - $93.81 $3.81K - $3.94K
13.9K $1.3M
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