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
LOW
Lowes Companies Inc

Consumer Cyclical
211
+ 1.87%
$222.66 - $268.42 $47K - $56.6K
11.5K $2.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.01%
$96.93 - $109.51 $96.9 - $110
16.2K $1.59M
SHOP
Shopify Inc.

Technology
14
+ 0.13%
$90.59 - $129.31 $1.27K - $1.81K
10.7K $1.02M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
266
+ 1.81%
$94.32 - $110.46 $25.1K - $29.4K
15K $1.45M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
476
+ 0.79%
$55.05 - $58.37 $26.2K - $27.8K
60.9K $3.38M
BX
Blackstone Inc.

Financial Services
4
+ 0.1%
$136.53 - $186.74 $546 - $747
3.98K $555K
MXCT
Maxcyte, Inc.

Healthcare
7.55K
+ 6.53%
$2.73 - $5.1 $20.6K - $38.5K
123K $336K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.05%
$423.19 - $506.29 $846 - $1.01K
3.89K $1.74M
VB
Vanguard Small Cap ETF

ETFs
1.82K
+ 5.93%
$217.89 - $252.64 $397K - $460K
32.5K $7.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.22K
+ 2.65%
$23.16 - $27.04 $74.5K - $87K
125K $2.92M
IVV
Ishares Core S&P 500 ETF

ETFs
2.35K
+ 4.05%
$554.06 - $615.85 $1.3M - $1.45M
60.4K $34M
IYW
Ishares Dj Us Tech ETF

ETFs
1.13K
+ 5.39%
$140.44 - $166.79 $159K - $189K
22.1K $3.1M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
309
+ 4.06%
$49.96 - $103.01 $15.4K - $31.8K
7.91K $405K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
296
+ 5.61%
$62.41 - $133.91 $18.5K - $39.6K
5.57K $349K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.68K
+ 2.65%
$36.64 - $45.76 $61.7K - $77K
65.3K $2.45M
AVGO
Broadcom Inc.

Technology
18
+ 0.25%
$167.43 - $244.7 $3.01K - $4.4K
7.15K $1.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
108
+ 0.82%
$360.07 - $417.26 $38.9K - $45.1K
13.3K $4.79M
VXF
Vanguard Extended Market ETF

ETFs
8.6K
+ 7.25%
$170.36 - $201.04 $1.46M - $1.73M
127K $21.9M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
10.1K
+ 3.77%
$49.34 - $55.91 $498K - $565K
278K $14M
QTRX
Quanterix Corp

Healthcare
34K
+ 16.11%
$6.51 - $12.08 $221K - $410K
245K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.7K
+ 4.57%
$507.05 - $563.67 $12.5M - $13.9M
564K $290M
GOOG
Alphabet Inc.

Communication Services
1.23K
+ 3.9%
$156.06 - $207.71 $192K - $255K
32.7K $5.11M
VTI
Vanguard Total Stock Market Et

ETFs
2.17K
+ 1.91%
$271.18 - $303.12 $588K - $657K
116K $31.9M
SPMD
Spdr Portfolio

ETFs
373K
+ 6.23%
$50.21 - $57.73 $18.8M - $21.6M
6.37M $326M
TSLA
Tesla, Inc.

Consumer Cyclical
878
+ 5.34%
$222.15 - $428.22 $195K - $376K
17.3K $4.49M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
465K
+ 8.65%
$40.03 - $46.81 $18.6M - $21.8M
5.85M $238M
SPYG
Spdr Portfolio

ETFs
109K
+ 2.35%
$80.05 - $92.39 $8.73M - $10.1M
4.74M $381M
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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