Valmark Advisers, Inc. New Holdings in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
48K
New
$49.39 - $49.76 $2.37M - $2.39M
48K $2.39M
CVNA
Carvana Co.

Consumer Cyclical
5.29K
New
$162.57 - $345.64 $860K - $1.83M
5.29K $1.78M
PVAL
Putnam ETF Tr Putnam Focused L
19.1K
New
$33.6 - $40.23 $643K - $770K
19.1K $770K
COF
Capital One Financial Corp

Financial Services
2.83K
New
$150.57 - $212.76 $426K - $602K
2.83K $602K
EUSB
Ishares Tr Esg Advanced Total

Technology
8.67K
New
$42.54 - $43.56 $369K - $378K
8.67K $377K
JPIB
Jpmorgan International Bond Op

ETFs
7.1K
New
$47.18 - $48.62 $335K - $345K
7.1K $345K
SLV
I Shares Silver Trust

ETFs
10.4K
New
$27.08 - $33.74 $283K - $352K
10.4K $342K
STE
Steris PLC

Healthcare
1.38K
New
$208.55 - $252.55 $287K - $347K
1.38K $330K
TREX
Trex CO Inc

Industrials
6.01K
New
$50.52 - $61.77 $303K - $371K
6.01K $326K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4K
New
$62.73 - $78.42 $251K - $314K
4K $310K
BOTZ
Global X Fds

ETFs
8.63K
New
$24.51 - $32.65 $212K - $282K
8.63K $281K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.03K
New
$51.68 - $52.76 $260K - $265K
5.03K $265K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
10.3K
New
$16.58 - $24.56 $171K - $254K
10.3K $253K
MELI
Mercadolibre Inc

Consumer Cyclical
97
New
$1794.73 - $2613.63 $174K - $254K
97 $253K
TM
Toyota Motor Corp

Consumer Cyclical
1.36K
New
$158.63 - $195.39 $215K - $265K
1.36K $233K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.82K
New
$49.48 - $61.22 $189K - $234K
3.82K $232K
GS
Goldman Sachs Group Inc

Financial Services
327
New
$462.22 - $707.75 $151K - $231K
327 $231K
HWM
Howmet Aerospace Inc.

Industrials
1.21K
New
$112.33 - $186.13 $135K - $224K
1.21K $224K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.38K
New
$33.46 - $41.33 $180K - $222K
5.38K $222K
VRSN
Verisign Inc

Technology
766
New
$234.49 - $288.8 $180K - $221K
766 $221K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.8K
New
$17.11 - $21.71 $168K - $213K
9.8K $212K
ECL
Ecolab Inc.

Basic Materials
783
New
$225.65 - $270.95 $177K - $212K
783 $210K
NRG
Nrg Energy, Inc.

Utilities
1.31K
New
$83.61 - $162.67 $109K - $213K
1.31K $210K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.61K
New
$63.36 - $80.23 $165K - $209K
2.61K $209K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.81K
New
$59.98 - $74.92 $169K - $211K
2.81K $209K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.53K
New
$23.55 - $27.67 $177K - $208K
7.53K $208K
SOXX
Ishares Semiconductor ETF

ETFs
864
New
$154.86 - $239.07 $134K - $207K
864 $206K
MU
Micron Technology Inc

Technology
1.67K
New
$64.72 - $127.91 $108K - $214K
1.67K $205K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.31K
New
$73.02 - $90.22 $169K - $208K
2.31K $205K
ITA
Ishares Tr

ETFs
1.09K
New
$135.31 - $188.64 $147K - $206K
1.09K $205K
IDU
Ishares Tr U S Utils ETF

ETFs
1.95K
New
$93.98 - $106.11 $184K - $207K
1.95K $204K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.78K
New
$42.95 - $53.21 $162K - $201K
3.78K $201K
IRBO
Ishares Robotics & Artificial

ETFs
5.82K
New
N/A
5.82K $186K
Celularity Inc
50K
New
N/A
50K $0
Capital Grp Fixed Incm ETF T
9.8K
New
N/A
9.8K $0
Vaneck Bitcoin ETF
9.92K
New
N/A
9.92K $0
Ishares Tr
35.6K
New
N/A
35.6K $0
Tat Technologies LTD
21.4K
New
N/A
21.4K $0
Fidelity Covington Trust
28.1K
New
N/A
28.1K $0
Rbb Fund Trust
9.39K
New
N/A
9.39K $0
Fidelity Wise Origin Bitcoin
4.28K
New
N/A
4.28K $0
Franklin Templeton Digital H
3.58K
New
N/A
3.58K $0
JGRO
J P Morgan Exchange Traded Fd
9.12K
New
N/A
9.12K $0
BYLD
Ishares Tr Yield Optimized Bd
12.7K
New
N/A
12.7K $0
Capital Group Equity ETF Tr
12.6K
New
N/A
12.6K $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
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