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
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.16%
$164.63 - $174.58 $494 - $524
1.83K $318K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
222
+ 2.97%
$68.58 - $69.85 $15.2K - $15.5K
7.69K $535K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
177
+ 6.29%
$71.6 - $76.11 $12.7K - $13.5K
2.99K $226K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
196
+ 1.11%
$39.58 - $40.74 $7.76K - $7.99K
17.9K $727K
IYG
Ishares Tr

ETFs
22
+ 0.63%
$85.16 - $90.57 $1.87K - $1.99K
3.49K $313K
F
Ford Motor CO

Consumer Cyclical
362
+ 3.54%
$10.82 - $12.09 $3.92K - $4.38K
10.6K $126K
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 2.61%
$139.5 - $153.94 $6.98K - $7.7K
1.97K $298K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.23%
$301.44 - $365.84 $904 - $1.1K
1.3K $420K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
164
+ 1.27%
$45.6 - $46.92 $7.48K - $7.69K
13.1K $610K
WMB
Williams Companies, Inc.

Energy
128
+ 1.99%
$56.52 - $64.01 $7.23K - $8.19K
6.56K $415K
ECL
Ecolab Inc.

Basic Materials
11
+ 1.4%
$259.39 - $285.47 $2.85K - $3.14K
794 $217K
NRG
Nrg Energy, Inc.

Utilities
34
+ 2.6%
$144.77 - $173.91 $4.92K - $5.91K
1.34K $217K
RWX
Spdr Dow Jones International R

ETFs
15
+ 0.1%
$26.58 - $28.39 $399 - $426
15.2K $422K
CB
Chubb LTD

Financial Services
178
+ 3.08%
$265.99 - $289.59 $47.3K - $51.5K
5.96K $1.68M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
43
+ 0.17%
$50.81 - $51.07 $2.18K - $2.2K
25.7K $1.31M
IEF
Ishares Barclays

ETFs
22
+ 0.67%
$93.91 - $97.26 $2.07K - $2.14K
3.29K $316K
IGRO
Ishares Tr International Divid

ETFs
18
+ 0.56%
$75.97 - $80.24 $1.37K - $1.44K
3.23K $257K
ABC
Amerisourcebergen Corp

Healthcare
9
+ 0.81%
N/A
1.12K $206K
PSEP
Innovator U.S. Equity Power Bu
326
+ 1.6%
N/A
20.7K $0
Ishares Tr
2.49K
+ 9.98%
N/A
27.5K $0
Northern Lts Fd Tr Iv
526
+ 5.55%
N/A
10K $0
Capital Group Conservative E
17.9K
+ 28.68%
N/A
80.3K $0
Capital Group Core Balanced
27.7K
+ 42.96%
N/A
92.1K $0
Capital Group Dividend Growe
34.9K
+ 6.21%
N/A
598K $0
Capital Group Equity ETF Tr
48.3K
+ 382.98%
N/A
60.9K $0
Blackrock Inc
13
+ 0.91%
N/A
1.44K $0
John Hancock Exchange Traded
9.17K
+ 140.61%
N/A
15.7K $0
Ishares Tr
2.37K
+ 9.93%
N/A
26.3K $0
Ishares Tr
4.21K
+ 49.07%
N/A
12.8K $0
Ishares Tr
2.91K
+ 34.27%
N/A
11.4K $0
BYLD
Ishares Tr Yield Optimized Bd
3.93K
+ 31.02%
N/A
16.6K $0
JGRO
J P Morgan Exchange Traded Fd
934
+ 10.25%
N/A
10.1K $0
J P Morgan Exchange Traded F
2.55K
+ 29.05%
N/A
11.3K $0
J P Morgan Exchange Traded F
75
+ 2.31%
N/A
3.32K $0
Blackrock ETF Trust Ii
16.8K
+ 26.13%
N/A
80.9K $0
Blackrock ETF Trust Ii
7.27K
+ 25.01%
N/A
36.3K $0
Capital Group Global Equity
47.6K
+ 168.44%
N/A
75.8K $0
Capital Grp Fixed Incm ETF T
46.8K
+ 5.33%
N/A
923K $0
Capital Grp Fixed Incm ETF T
6.12K
+ 62.46%
N/A
15.9K $0
Fidelity Wise Origin Bitcoin
503
+ 11.76%
N/A
4.78K $0
Fidelity Covington Trust
38.7K
+ 37.78%
N/A
141K $0
VUSB
Vanguard Bd Index Fds
3.29K
+ 6.4%
N/A
54.7K $0
Ge Vernova Inc
207
+ 8.46%
N/A
2.65K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.43K
+ 11.87%
N/A
13.5K $0
Elevation Series Trust
1.81K
+ 10.51%
N/A
19K $0
OAIM
Unified Ser Tr Oneascent Intl
5.42K
+ 7.64%
N/A
76.3K $0
Fidelity Covington Trust
1.18K
+ 4.19%
N/A
29.3K $0
Rbb Fund Trust
4.91K
+ 52.31%
N/A
14.3K $0
Strategy Shs
7.13K
+ 10.43%
N/A
75.5K $0
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
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