Valmark Advisers, Inc. Reduced Holdings in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HNST
Honest Company, Inc.

Consumer Cyclical
-1.21K
- 0.75%
$2.74 - $4.67 $3.32K - $5.66K
160K $570K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.05K
- 3.36%
$25.45 - $29.53 $52.2K - $60.6K
58.9K $1.72M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.77K
- 5.6%
$87.56 - $95.49 $242K - $264K
46.7K $4.46M
XLF
Financial Sector Spdr

ETFs
-213
- 0.81%
$40.84 - $45.74 $8.7K - $9.74K
26K $1.18M
MDT
Medtronic PLC

Healthcare
-77
- 0.81%
$76.84 - $91.03 $5.92K - $7.01K
9.4K $846K
XLY
Select Sector Spdr Consumer Di

ETFs
-329
- 3.54%
$170.05 - $200.86 $55.9K - $66.1K
8.96K $1.8M
TD
Toronto Dominion Bank

Financial Services
-881
- 4.64%
$54.54 - $64.56 $48K - $56.9K
18.1K $1.15M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-1K
- 1.59%
$57.22 - $64.18 $57.3K - $64.2K
61.9K $3.95M
HYG
Ishares Tr

ETFs
-809
- 1.43%
$76.72 - $80.36 $62.1K - $65K
55.9K $4.49M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
-58
- 0.77%
$48.79 - $85.81 $2.83K - $4.98K
7.49K $603K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-4.29K
- 0.84%
$23.43 - $24.12 $101K - $103K
504K $12.1M
PAYX
Paychex Inc

Industrials
-125
- 1.31%
$116.17 - $135.19 $14.5K - $16.9K
9.43K $1.27M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.14K
- 0.95%
$51.58 - $53.79 $58.9K - $61.4K
119K $6.4M
EEM
Ishares Msci Emerging Markets

ETFs
-326
- 0.72%
$40.42 - $46.7 $13.2K - $15.2K
45.2K $2.07M
IWM
Ishares Russell 2000 ETF

ETFs
-212
- 2.11%
$200.87 - $224.6 $42.6K - $47.6K
9.86K $2.18M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-209
- 1.31%
$97.19 - $109.09 $20.3K - $22.8K
15.8K $1.71M
WEC
Wec Energy Group, Inc.

Utilities
-204
- 2.28%
$77.68 - $96.19 $15.8K - $19.6K
8.73K $839K
IXUS
Ishares Tr

ETFs
-198
- 0.63%
$64.9 - $73.35 $12.9K - $14.5K
31.4K $2.28M
ABT
Abbott Laboratories

Healthcare
-120
- 0.76%
$100.07 - $118.13 $12K - $14.2K
15.8K $1.8M
ESE
Esco Technologies Inc

Technology
-81
- 1.2%
$102.11 - $128.98 $8.27K - $10.4K
6.66K $858K
TDG
Trans Digm Group Inc

Industrials
-7
- 0.58%
$1202.03 - $1427.41 $8.41K - $9.99K
1.19K $1.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.94K
- 2.82%
$58.03 - $65.37 $112K - $126K
66.6K $4.31M
NKE
Nike, Inc.

Consumer Cyclical
-131
- 0.86%
$71.09 - $89.44 $9.31K - $11.7K
15K $1.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-67
- 0.49%
$125.95 - $142.04 $8.44K - $9.52K
13.7K $1.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-649
- 1.13%
$46.9 - $51.96 $30.4K - $33.7K
56.9K $2.93M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-233
- 0.36%
$19.78 - $23.53 $4.61K - $5.48K
64.4K $1.49M
JHMM
John Hancock Multifactor Mid C

ETFs
-181
- 0.44%
$54.25 - $60.2 $9.82K - $10.9K
41.1K $2.47M
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.03K
- 0.63%
$19.74 - $21.39 $20.4K - $22.1K
164K $3.49M
ITW
Illinois Tool Works Inc

Industrials
-46
- 0.5%
$233.14 - $263.97 $10.7K - $12.1K
9.19K $2.41M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 0.79%
$57.22 - $80.08 $5.72K - $8.01K
12.6K $980K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.22K
- 2.91%
$34.48 - $38.87 $146K - $164K
141K $5.43M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.29K
- 0.88%
$27.15 - $30.78 $34.9K - $39.6K
144K $4.4M
KEY
Keycorp

Financial Services
-546
- 0.49%
$13.95 - $17.34 $7.62K - $9.47K
110K $1.84M
MSI
Motorola Solutions, Inc.

Technology
-39
- 0.83%
$385.65 - $450.49 $15K - $17.6K
4.65K $2.09M
IWY
Ishares Tr Russell 200 Growth

ETFs
-768
- 0.82%
$194.66 - $225.97 $149K - $174K
93.1K $20.5M
FVD
First Tr Value Line Divid Inde

ETFs
-326
- 0.35%
$40.45 - $45.49 $13.2K - $14.8K
91.8K $4.18M
ADP
Automatic Data Processing Inc

Industrials
-145
- 1.18%
$233.44 - $279.45 $33.8K - $40.5K
12.2K $3.37M
LMT
Lockheed Martin Corp

Industrials
-10
- 0.27%
$460.3 - $584.56 $4.6K - $5.85K
3.74K $2.19M
AFL
Aflac Inc

Financial Services
-312
- 1.44%
$88.52 - $111.8 $27.6K - $34.9K
21.4K $2.39M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-6.31K
- 2.35%
$24.51 - $27.14 $155K - $171K
262K $7.05M
UNH
Unitedhealth Group Inc

Healthcare
-31
- 0.44%
$488.01 - $604.18 $15.1K - $18.7K
6.94K $4.06M
POWL
Powell Industries Inc

Industrials
-28
- 0.4%
$130.27 - $221.99 $3.65K - $6.22K
6.9K $1.53M
RWO
Spdr Dow Jones Global Real Est

ETFs
-35
- 0.04%
$41.23 - $48.48 $1.44K - $1.7K
91.1K $4.33M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-8.3K
- 5.01%
$40.45 - $47.24 $336K - $392K
157K $7.39M
ACN
Accenture PLC

Technology
-72
- 0.49%
$295.44 - $355.81 $21.3K - $25.6K
14.6K $5.15M
IVW
Ishares S&P 500 Growth ETF

ETFs
-16.2K
- 2.21%
$84.77 - $97.13 $1.38M - $1.58M
720K $68.9M
VTI
Vanguard Total Stock Market Et

ETFs
-3.12K
- 2.63%
$255.18 - $283.2 $796K - $884K
115K $32.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.05K
- 0.25%
$33.74 - $37.96 $35.3K - $39.7K
416K $15.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.37K
- 1.21%
$113.41 - $125.62 $382K - $423K
276K $34.7M
Activity Summary
Buys All Purchases 336 New Holdings 44 Increased Positions 292 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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