Valmark Advisers, Inc. Reduced Holdings in Q2 2025

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-47
- 0.23%
$20.66 - $20.74 $971 - $975
20.5K $424K
ADBE
Adobe Inc.

Technology
-17
- 0.96%
$340.0 - $420.68 $5.78K - $7.15K
1.76K $679K
Linde PLC
-22
- 0.52%
N/A
4.18K $0
John Hancock Exchange Traded
-736
- 10.15%
N/A
6.52K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-48
- 0.27%
$19.44 - $19.56 $933 - $939
17.9K $349K
OAIM
Unified Ser Tr Oneascent Intl
-6K
- 7.81%
N/A
70.8K $0
Elevation Series Trust
-164
- 0.95%
N/A
17.2K $0
Northern Lts Fd Tr Iv
-959
- 9.18%
N/A
9.48K $0
America Movil Sab De Cv
-79
- 0.61%
N/A
12.8K $0
OAEM
Unified Ser Tr Oneascent Emerg
-4.61K
- 14.48%
N/A
27.2K $0
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-49
- 0.28%
$19.49 - $19.66 $955 - $963
17.4K $342K
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 4.26%
$162.76 - $195.77 $17.9K - $21.5K
2.48K $482K
FTNT
Fortinet, Inc.

Technology
-174
- 8.28%
$84.71 - $108.69 $14.7K - $18.9K
1.93K $203K
AMT
American Tower Corp

Real Estate
-12
- 1.13%
$203.96 - $228.19 $2.45K - $2.74K
1.05K $232K
ELD
Wisdomtree Emerging Local Debt

ETFs
-233
- 2.57%
$25.49 - $27.97 $5.94K - $6.52K
8.82K $246K
FNDB
Schwab Fundamental U S Broad M

ETFs
-230
- 2.53%
$20.36 - $23.98 $4.68K - $5.52K
8.85K $212K
VFH
Vanguard Financial ETF

ETFs
-453
- 5.51%
$104.87 - $127.3 $47.5K - $57.7K
7.78K $989K
GLW
Corning Inc

Technology
-745
- 10.31%
$39.07 - $52.59 $29.1K - $39.2K
6.48K $340K
ES
Eversource Energy

Utilities
-8
- 0.09%
$54.25 - $65.89 $434 - $527
8.71K $553K
SKYY
First Trust Cloud Computing Et

ETFs
-362
- 12.57%
$89.46 - $121.64 $32.4K - $44K
2.52K $306K
MCO
Moodys Corp

Financial Services
-10
- 1.95%
$396.7 - $501.59 $3.97K - $5.02K
503 $252K
QCOM
Qualcomm Inc

Technology
-25
- 0.75%
$124.66 - $159.48 $3.12K - $3.99K
3.31K $526K
ZBRA
Zebra Technologies Corp

Technology
-16
- 1.96%
$213.54 - $309.26 $3.42K - $4.95K
800 $246K
NOW
Service Now, Inc.

Technology
-537
- 21.86%
$721.65 - $1040.18 $388K - $559K
1.92K $1.97M
BIBL
Northern Lts Fd Tr Iv

ETFs
-159
- 1.84%
$33.5 - $41.33 $5.33K - $6.57K
8.46K $349K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-563
- 3.0%
$45.88 - $54.4 $25.8K - $30.6K
18.2K $989K
VPU
Vanguard Utilities ETF

ETFs
-21
- 0.51%
$158.36 - $178.82 $3.33K - $3.76K
4.12K $727K
ICE
Intercontinental Exchange, Inc.

Financial Services
-33
- 1.29%
$151.62 - $183.47 $5K - $6.05K
2.53K $464K
USB
Us Bancorp \De\

Financial Services
-114
- 1.26%
$36.4 - $45.76 $4.15K - $5.22K
8.92K $403K
VAW
Vanguard Materials ETF

ETFs
-6
- 0.15%
$163.82 - $196.64 $983 - $1.18K
4.05K $788K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-57
- 2.74%
$106.81 - $136.49 $6.09K - $7.78K
2.02K $276K
EW
Edwards Lifesciences Corp

Healthcare
-15
- 0.28%
$67.07 - $78.22 $1.01K - $1.17K
5.27K $411K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 1.05%
$422.19 - $533.73 $2.96K - $3.74K
661 $352K
DOV
Dover Corp

Industrials
-3
- 0.07%
$151.14 - $186.7 $453 - $560
4.14K $757K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-93
- 0.76%
$103.88 - $123.68 $9.66K - $11.5K
12.1K $1.5M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-526
- 2.08%
$33.46 - $38.01 $17.6K - $20K
24.8K $941K
BX
Blackstone Inc.

Financial Services
-26
- 0.65%
$120.07 - $151.11 $3.12K - $3.93K
3.95K $590K
CNI
Canadian National Railway CO

Industrials
-54
- 0.83%
$92.66 - $108.13 $5K - $5.84K
6.44K $669K
HNST
Honest Company, Inc.

Consumer Cyclical
-150
- 0.15%
$4.18 - $5.51 $627 - $827
102K $520K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.05%
$149.76 - $186.42 $300 - $373
3.99K $743K
MS
Morgan Stanley

Financial Services
-396
- 9.6%
$99.83 - $140.86 $39.5K - $55.8K
3.73K $525K
CTVA
Corteva, Inc.

Basic Materials
-52
- 1.19%
$55.52 - $74.53 $2.89K - $3.88K
4.31K $320K
CWST
Casella Waste Systems Inc

Industrials
-47
- 0.31%
$103.78 - $120.37 $4.88K - $5.66K
15.1K $1.74M
AIQ
Global X Funds Global X Artifi

ETFs
-19
- 0.23%
$31.5 - $43.69 $599 - $830
8.32K $363K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-41
- 3.85%
$179.95 - $278.88 $7.38K - $11.4K
1.02K $285K
CRWD
Crowd Strike Holdings, Inc.

Technology
-81
- 12.09%
$321.63 - $509.31 $26.1K - $41.3K
589 $299K
XLY
Select Sector Spdr Consumer Di

ETFs
-438
- 5.45%
$176.34 - $218.59 $77.2K - $95.7K
7.6K $1.65M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-24
- 0.15%
$72.32 - $86.4 $1.74K - $2.07K
16K $1.38M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-225
- 5.7%
$105.2 - $141.69 $23.7K - $31.9K
3.72K $527K
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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