Valmark Advisers, Inc. Reduced Holdings in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
-46
- 5.17%
$330.88 - $375.23 $15.2K - $17.3K
844 $292K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 0.34%
$412.46 - $514.1 $825 - $1.03K
587 $287K
AMGN
Amgen Inc

Healthcare
-134
- 1.54%
$271.18 - $309.22 $36.3K - $41.4K
8.58K $2.42M
PRU
Prudential Financial Inc

Financial Services
-1
- 0.03%
$100.68 - $109.89 $101 - $110
2.89K $299K
CME
Cme Group Inc.

Financial Services
-10
- 0.65%
$258.83 - $287.1 $2.59K - $2.87K
1.53K $412K
TIP
Ishares Tr Tips Bd ETF

ETFs
-107
- 3.09%
$109.11 - $111.88 $11.7K - $12K
3.36K $373K
HWM
Howmet Aerospace Inc.

Industrials
-100
- 8.3%
$171.0 - $196.23 $17.1K - $19.6K
1.11K $216K
EW
Edwards Lifesciences Corp

Healthcare
-75
- 1.42%
$73.75 - $81.83 $5.53K - $6.14K
5.19K $403K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.99K
- 1.36%
$92.18 - $95.14 $275K - $284K
217K $20.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-213
- 3.05%
$137.51 - $145.26 $29.3K - $30.9K
6.76K $962K
XLB
Select Sector Spdr Fd Material

ETFs
-114
- 3.26%
$86.72 - $92.61 $9.89K - $10.6K
3.39K $303K
BA
Boeing CO

Industrials
-113
- 3.38%
$209.79 - $237.38 $23.7K - $26.8K
3.23K $696K
IYE
Ishares Tr

ETFs
-275
- 5.46%
$44.83 - $48.91 $12.3K - $13.5K
4.77K $226K
ELD
Wisdomtree Emerging Local Debt

ETFs
-228
- 2.59%
$27.5 - $29.07 $6.27K - $6.63K
8.59K $246K
Linde PLC
-80
- 1.91%
N/A
4.1K $0
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-186
- 3.89%
$49.75 - $52.68 $9.25K - $9.8K
4.6K $241K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-369
- 4.9%
$27.61 - $29.15 $10.2K - $10.8K
7.16K $208K
REZ
Ishares Tr Residential And Mul

ETFs
-127
- 3.25%
$81.06 - $85.23 $10.3K - $10.8K
3.78K $321K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-238
- 5.84%
$90.97 - $99.42 $21.7K - $23.7K
3.84K $381K
XLF
Financial Sector Spdr

ETFs
-802
- 2.78%
$51.37 - $54.25 $41.2K - $43.5K
28.1K $1.51M
CLX
Clorox CO

Consumer Defensive
-78
- 2.3%
$117.67 - $131.43 $9.18K - $10.3K
3.31K $407K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-201
- 0.45%
$24.65 - $24.98 $4.95K - $5.02K
44.8K $1.12M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-495
- 9.99%
$85.31 - $97.03 $42.2K - $48K
4.46K $424K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-39
- 1.1%
$85.01 - $90.35 $3.32K - $3.52K
3.51K $313K
SKYY
First Trust Cloud Computing Et

ETFs
-228
- 9.05%
$118.24 - $138.53 $27K - $31.6K
2.29K $307K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-45
- 1.86%
$108.77 - $115.6 $4.89K - $5.2K
2.38K $269K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-50
- 0.11%
$48.31 - $48.93 $2.42K - $2.45K
46.9K $2.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-777
- 0.69%
$22.9 - $23.58 $17.8K - $18.3K
111K $2.61M
LMT
Lockheed Martin Corp

Industrials
-268
- 6.82%
$410.74 - $499.21 $110K - $134K
3.66K $1.83M
BOTZ
Global X Fds

ETFs
-441
- 5.11%
$32.14 - $35.96 $14.2K - $15.9K
8.19K $290K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.79%
$250.62 - $279.43 $2.26K - $2.51K
1.13K $314K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.55K
- 1.15%
$21.77 - $22.57 $33.7K - $34.9K
133K $2.98M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-46
- 0.17%
$94.11 - $95.78 $4.33K - $4.41K
26.9K $2.57M
ALL
Allstate Corp

Financial Services
-29
- 1.99%
$192.0 - $214.65 $5.57K - $6.22K
1.43K $306K
FDX
Fedex Corp

Industrials
-24
- 1.09%
$217.1 - $243.2 $5.21K - $5.84K
2.17K $511K
PH
Parker Hannifin Corp

Industrials
-8
- 1.87%
$697.13 - $769.67 $5.58K - $6.16K
419 $317K
USXF
Ishares Esg Advanced Msci Usa

Technology
-147
- 1.81%
$53.69 - $57.31 $7.89K - $8.42K
7.98K $457K
MO
Altria Group, Inc.

Consumer Defensive
-262
- 4.63%
$57.75 - $67.68 $15.1K - $17.7K
5.39K $356K
IWS
Ishares Russell Midcap Value E

ETFs
-59
- 1.27%
$132.83 - $140.61 $7.84K - $8.3K
4.59K $641K
TFC
Truist Financial Corp

Financial Services
-46
- 0.44%
$42.83 - $47.07 $1.97K - $2.17K
10.5K $480K
WFC
Wells Fargo & Company

Financial Services
-34
- 0.4%
$77.05 - $85.16 $2.62K - $2.9K
8.37K $701K
POCT
Innovator U.S. Equity Power Bu

ETFs
-445
- 1.69%
$41.27 - $43.1 $18.4K - $19.2K
25.9K $1.12M
FE
Firstenergy Corp

Utilities
-29
- 0.53%
$39.76 - $45.82 $1.15K - $1.33K
5.43K $248K
VAW
Vanguard Materials ETF

ETFs
-55
- 1.36%
$193.21 - $210.15 $10.6K - $11.6K
3.99K $817K
TSCO
Tractor Supply CO

Consumer Cyclical
-34
- 0.42%
$54.08 - $62.65 $1.84K - $2.13K
7.98K $453K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-256
- 1.03%
$37.99 - $39.69 $9.73K - $10.2K
24.5K $973K
IBB
Ishares Biotechnology ETF

ETFs
-81
- 3.15%
$127.63 - $144.37 $10.3K - $11.7K
2.49K $359K
FAST
Fastenal CO

Industrials
-142
- 2.35%
$42.47 - $50.39 $6.03K - $7.16K
5.89K $289K
MU
Micron Technology Inc

Technology
-213
- 12.75%
$104.88 - $168.89 $22.3K - $36K
1.46K $243K
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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