Valmark Advisers, Inc. Incresed Positions in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
990
+ 11.28%
$24.31 - $25.29 $24.1K - $25K
9.77K $247K
IDEV
Ishares Core Msci Intl Develop

ETFs
1
+ 0.03%
$61.79 - $76.67 $61.8 - $76.7
3.77K $286K
EMTL
Spdr Doubleline Emerging Marke

ETFs
603
+ 5.5%
$41.99 - $43.17 $25.3K - $26K
11.6K $499K
JMBS
Janus Detroit Str Tr Henderson

ETFs
593
+ 8.36%
$43.89 - $45.45 $26K - $27K
7.69K $346K
IGRO
Ishares Tr International Divid

ETFs
36
+ 1.13%
$66.32 - $80.17 $2.39K - $2.89K
3.21K $253K
FAST
Fastenal CO

Industrials
3.07K
+ 103.23%
$40.65 - $83.16 $125K - $255K
6.04K $253K
TFC
Truist Financial Corp

Financial Services
13
+ 0.12%
$34.79 - $42.99 $452 - $559
10.5K $453K
FTSL
First Trust Senior Ln Fund

ETFs
218
+ 0.54%
$44.58 - $46.07 $9.72K - $10K
40.2K $1.85M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
450
+ 10.38%
$47.13 - $52.52 $21.2K - $23.6K
4.78K $241K
XLB
Select Sector Spdr Fd Material

ETFs
128
+ 3.79%
$74.27 - $88.92 $9.51K - $11.4K
3.5K $307K
IBB
Ishares Biotechnology ETF

ETFs
139
+ 5.71%
$112.02 - $129.0 $15.6K - $17.9K
2.57K $325K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
3.52K
+ 0.69%
$23.96 - $24.41 $84.2K - $85.8K
512K $12.4M
KMI
Kinder Morgan, Inc.

Energy
109
+ 0.97%
$25.21 - $29.4 $2.75K - $3.2K
11.4K $334K
CRF
Cornerstone Total Return Fund Inc

Financial Services
667
+ 5.56%
$6.44 - $7.75 $4.3K - $5.17K
12.7K $98K
XLP
Consumer Staples Sector Spdr

ETFs
161
+ 1.98%
N/A
8.31K $631K
CMI
Cummins Inc

Industrials
1
+ 0.12%
$267.12 - $336.65 $267 - $337
821 $268K
ABC
Amerisourcebergen Corp

Healthcare
49
+ 4.62%
N/A
1.11K $205K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.02%
$8.69 - $10.85 $17.4 - $21.7
10.2K $110K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 0.64%
$119.13 - $135.03 $2.14K - $2.43K
2.84K $351K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47
+ 0.18%
$50.52 - $50.92 $2.37K - $2.39K
25.6K $1.31M
TXN
Texas Instruments Inc

Technology
28
+ 1.22%
N/A
2.33K $452K
XLRE
Select Sector Spdr Tr Real Est

ETFs
247
+ 1.68%
$37.08 - $42.26 $9.16K - $10.4K
15K $620K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
36
+ 0.97%
$91.43 - $91.74 $3.29K - $3.3K
3.73K $342K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
12
+ 0.18%
$49.79 - $50.59 $597 - $607
6.54K $331K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.04K
+ 1.74%
$18.94 - $21.67 $19.7K - $22.5K
60.8K $1.29M
INTC
Intel Corp

Technology
171
+ 1.91%
$18.13 - $22.69 $3.1K - $3.88K
9.11K $204K
Blackrock ETF Trust Ii
8.53K
+ 15.34%
N/A
64.2K $0
Blackrock Inc
18
+ 1.28%
N/A
1.43K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
2.59K
+ 27.43%
N/A
12.1K $0
Capital Group Conservative E
44.9K
+ 255.31%
N/A
62.4K $0
Blackrock ETF Trust Ii
4.62K
+ 18.89%
N/A
29.1K $0
VUSB
Vanguard Bd Index Fds
1.34K
+ 2.67%
N/A
51.4K $0
Capital Group Core Balanced
16.9K
+ 35.59%
N/A
64.4K $0
CGMU
Capital Group Core Plus Income
4.37K
+ 9.54%
N/A
50.2K $0
Capital Group Global Equity
13.6K
+ 92.47%
N/A
28.2K $0
Capital Grp Fixed Incm ETF T
20.2K
+ 2.36%
N/A
877K $0
CGMS
Capital Grp Core Plus Income E
62.6K
+ 13.85%
N/A
514K $0
Capital Grp Fixed Incm ETF T
28.8K
+ 18.45%
N/A
185K $0
CGSD
Capital Grp Core Plus Income E
8.65K
+ 14.98%
N/A
66.4K $0
Ge Vernova Inc
182
+ 8.04%
N/A
2.45K $0
NVO
Novo Nordisk A S

Healthcare
40
+ 0.72%
$58.08 - $81.05 $2.32K - $3.24K
5.6K $386K
J P Morgan Exchange Traded F
125
+ 4.01%
N/A
3.25K $0
Root Inc
3.49K
+ 50.68%
N/A
10.4K $0
Capital Group Dividend Growe
31.1K
+ 5.84%
N/A
563K $0
J P Morgan Exchange Traded F
4.4K
+ 100.85%
N/A
8.76K $0
Ishares Tr
2.32K
+ 10.74%
N/A
23.9K $0
Fidelity Covington Trust
40.3K
+ 64.9%
N/A
102K $0
Ishares Tr
2.97K
+ 13.51%
N/A
25K $0
Strategy Shs
40.3K
+ 143.75%
N/A
68.4K $0
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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