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
WFC
Wells Fargo & Company

Financial Services
-5
- 0.06%
$60.98 - $80.12 $305 - $401
8.4K $673K
ASML
Asml Holding Nv

Technology
-4
- 0.73%
$595.37 - $815.24 $2.38K - $3.26K
545 $436K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.59K
- 7.26%
$53.08 - $68.54 $84.3K - $109K
20.3K $1.39M
IWV
Ishares Russell 3000 ETF

ETFs
-10
- 0.41%
$281.67 - $351.0 $2.82K - $3.51K
2.43K $853K
DE
Deere & CO

Industrials
-44
- 1.67%
$412.99 - $531.48 $18.2K - $23.4K
2.59K $1.32M
AZEK
Azek CO Inc.

Industrials
-123
- 0.76%
$43.39 - $54.86 $5.34K - $6.75K
16.1K $877K
BAC
Bank Of America Corp

Financial Services
-430
- 2.21%
$34.39 - $47.46 $14.8K - $20.4K
19.1K $902K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-175
- 1.49%
$57.41 - $74.81 $10K - $13.1K
11.6K $862K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.26K
- 7.14%
$22.27 - $29.21 $72.5K - $95.1K
42.3K $1.24M
CSX
Csx Corp

Industrials
-187
- 0.58%
$26.69 - $32.91 $4.99K - $6.15K
32K $1.04M
GD
General Dynamics Corp

Industrials
-121
- 1.69%
$247.68 - $291.66 $30K - $35.3K
7.03K $2.05M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-866
- 0.95%
$47.29 - $53.34 $41K - $46.2K
90K $4.74M
NSC
Norfolk Southern Corp

Industrials
-40
- 0.67%
$206.34 - $257.46 $8.25K - $10.3K
5.92K $1.52M
BSY
Bentley Systems Inc

Technology
-11.1K
- 22.72%
$38.62 - $53.97 $428K - $598K
37.7K $2.04M
XLU
Utilities Sector Spdr

ETFs
-355
- 0.67%
$73.09 - $82.77 $25.9K - $29.4K
52.5K $4.29M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.18%
$101.93 - $128.63 $1.53K - $1.93K
8.26K $1.06M
BA
Boeing CO

Industrials
-15
- 0.45%
$136.59 - $217.51 $2.05K - $3.26K
3.34K $699K
KLAC
Kla Corp

Technology
-60
- 6.84%
$576.53 - $902.94 $34.6K - $54.2K
817 $731K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1
- 0.03%
$139.8 - $197.22 $140 - $197
3.75K $739K
TD
Toronto Dominion Bank

Financial Services
-960
- 5.72%
$55.71 - $73.45 $53.5K - $70.5K
15.8K $1.16M
SHOP
Shopify Inc.

Technology
-404
- 3.76%
$76.89 - $115.35 $31.1K - $46.6K
10.3K $1.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.11K
- 1.01%
$22.92 - $28.05 $25.4K - $31.1K
108K $3.04M
NKE
Nike, Inc.

Consumer Cyclical
-215
- 0.86%
$53.27 - $72.04 $11.5K - $15.5K
24.9K $1.77M
ESE
Esco Technologies Inc

Technology
-2
- 0.03%
$139.86 - $194.5 $280 - $389
6.4K $1.23M
IXUS
Ishares Tr

ETFs
-353
- 1.09%
$62.37 - $77.63 $22K - $27.4K
32.1K $2.48M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-133
- 0.36%
$65.84 - $80.81 $8.76K - $10.7K
37K $2.97M
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 0.25%
$361.04 - $536.34 $1.81K - $2.68K
1.99K $1.07M
ADI
Analog Devices Inc

Technology
-12
- 0.16%
$164.6 - $238.02 $1.98K - $2.86K
7.46K $1.78M
IEFA
Ishares Tr

ETFs
-1.08K
- 2.34%
$67.83 - $84.09 $73.1K - $90.6K
45K $3.76M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
-41
- 0.52%
$41.46 - $86.08 $1.7K - $3.53K
7.87K $677K
VGT
Vanguard Information Technolog

ETFs
-86
- 3.04%
$470.37 - $663.28 $40.5K - $57K
2.74K $1.82M
AMD
Advanced Micro Devices Inc

Technology
-368
- 4.03%
$78.21 - $143.81 $28.8K - $52.9K
8.77K $1.25M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-17
- 0.31%
$49.95 - $128.54 $849 - $2.19K
5.55K $690K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.08K
- 0.75%
$26.38 - $32.66 $28.5K - $35.3K
143K $4.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-760
- 1.04%
$55.54 - $69.09 $42.2K - $52.5K
72.4K $5M
EFG
Msci Eafe Growth ETF

ETFs
-587
- 1.3%
$89.8 - $112.0 $52.7K - $65.7K
44.5K $4.98M
INTU
Intuit Inc

Technology
-3
- 0.09%
$544.07 - $787.63 $1.63K - $2.36K
3.33K $2.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-295
- 2.23%
$320.42 - $424.58 $94.5K - $125K
13K $5.5M
XLK
Technology Sector Spdr

ETFs
-25
- 0.1%
$179.73 - $253.23 $4.49K - $6.33K
24K $6.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.55K
- 1.29%
$90.56 - $109.49 $412K - $498K
348K $38M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.47K
- 1.06%
$34.72 - $42.74 $190K - $234K
512K $21.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13.8K
- 5.2%
$108.12 - $135.04 $1.49M - $1.86M
252K $34M
DWM
Wisdomtree Tr

ETFs
-525
- 0.17%
$52.06 - $63.91 $27.3K - $33.6K
301K $19.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.3K
- 1.54%
$51.16 - $62.02 $734K - $889K
916K $56.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-490
- 0.81%
$498.8 - $620.9 $244K - $304K
59.9K $37.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-34.8K
- 2.08%
$27.26 - $34.48 $947K - $1.2M
1.64M $56.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-48.1K
- 7.07%
$82.96 - $110.1 $3.99M - $5.29M
632K $69.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18.6K
- 1.07%
$50.08 - $63.14 $934K - $1.18M
1.72M $109M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-20.1K
- 0.47%
$39.89 - $49.46 $802K - $994K
4.29M $212M
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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