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
HYG
Ishares Tr

ETFs
-151
- 0.16%
$79.85 - $81.32 $12.1K - $12.3K
93.5K $7.59M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-80
- 0.21%
$37.73 - $38.9 $3.02K - $3.11K
38.2K $1.49M
ADI
Analog Devices Inc

Technology
-72
- 0.97%
$220.68 - $255.63 $15.9K - $18.4K
7.39K $1.82M
MDT
Medtronic PLC

Healthcare
-134
- 2.05%
$87.67 - $95.74 $11.7K - $12.8K
6.4K $609K
IWN
Ishares Russell2000 Val ETF

ETFs
-26
- 1.09%
$157.1 - $178.94 $4.08K - $4.65K
2.37K $418K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-36
- 0.9%
$185.88 - $207.44 $6.69K - $7.47K
3.95K $794K
NVS
Novartis Ag

Healthcare
-88
- 1.0%
$113.5 - $129.73 $9.99K - $11.4K
8.73K $1.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-508
- 2.62%
$63.41 - $69.69 $32.2K - $35.4K
18.9K $1.29M
IGM
Ishares Expanded Tech Sector E

ETFs
-57
- 1.13%
$110.96 - $127.67 $6.32K - $7.28K
5K $629K
FTCS
First Trust Capital Strength E

ETFs
-2.29K
- 2.28%
$89.72 - $93.74 $205K - $214K
98.2K $9.2M
BX
Blackstone Inc.

Financial Services
-100
- 2.53%
$152.77 - $188.68 $15.3K - $18.9K
3.85K $657K
KEY
Keycorp

Financial Services
-4K
- 3.57%
$17.37 - $19.39 $69.5K - $77.6K
108K $2.02M
WELL
Welltower Inc.

Real Estate
-28
- 0.93%
$150.71 - $178.14 $4.22K - $4.99K
2.98K $530K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-43
- 0.35%
$122.57 - $132.57 $5.27K - $5.7K
12.1K $1.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-69
- 0.94%
$182.33 - $194.5 $12.6K - $13.4K
7.3K $1.42M
VHT
Vanguard Health Care ETF

ETFs
-135
- 1.35%
$239.12 - $259.95 $32.3K - $35.1K
9.88K $2.56M
PSX
Phillips 66

Energy
-194
- 3.05%
$118.37 - $139.46 $23K - $27.1K
6.16K $838K
AVEM
American Centy ETF Tr Avantis

ETFs
-695
- 3.43%
$68.33 - $75.41 $47.5K - $52.4K
19.6K $1.47M
WEC
Wec Energy Group, Inc.

Utilities
-129
- 1.39%
$103.66 - $114.59 $13.4K - $14.8K
9.18K $1.05M
JHMM
John Hancock Multifactor Mid C

ETFs
-847
- 2.2%
$61.22 - $65.26 $51.9K - $55.3K
37.6K $2.43M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-67
- 0.68%
$115.96 - $125.95 $7.77K - $8.44K
9.79K $1.23M
INTC
Intel Corp

Technology
-350
- 3.84%
$19.31 - $35.5 $6.76K - $12.4K
8.76K $293K
CSX
Csx Corp

Industrials
-62
- 0.19%
$32.05 - $36.52 $1.99K - $2.26K
32K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-13
- 0.36%
$339.37 - $366.46 $4.41K - $4.76K
3.62K $1.32M
MPC
Marathon Petroleum Corp

Energy
-63
- 1.6%
$158.59 - $198.69 $9.99K - $12.5K
3.88K $748K
TD
Toronto Dominion Bank

Financial Services
-106
- 0.67%
$72.55 - $79.95 $7.69K - $8.47K
15.7K $1.26M
SHOP
Shopify Inc.

Technology
-1.66K
- 16.04%
$112.11 - $157.12 $186K - $260K
8.67K $1.29M
D
Dominion Energy, Inc

Utilities
-33
- 0.15%
$56.32 - $62.1 $1.86K - $2.05K
22.4K $1.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-67
- 0.96%
$89.32 - $107.82 $5.98K - $7.22K
6.92K $745K
RWO
Spdr Dow Jones Global Real Est

ETFs
-777
- 0.77%
$43.53 - $46.27 $33.8K - $36K
100K $4.59M
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.49K
- 5.1%
$152.78 - $166.59 $228K - $249K
27.7K $4.61M
PEP
Pepsico Inc

Consumer Defensive
-86
- 0.49%
$133.81 - $152.16 $11.5K - $13.1K
17.6K $2.47M
FVD
First Tr Value Line Divid Inde

ETFs
-44
- 0.05%
$44.73 - $46.86 $1.97K - $2.06K
89.8K $4.15M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-278
- 0.86%
$105.03 - $112.54 $29.2K - $31.3K
31.9K $3.52M
IDXX
Idexx Laboratories Inc

Healthcare
-60
- 3.02%
$514.61 - $682.78 $30.9K - $41K
1.93K $1.23M
XLY
Select Sector Spdr Consumer Di

ETFs
-10
- 0.13%
$216.09 - $242.18 $2.16K - $2.42K
7.59K $1.82M
GLW
Corning Inc

Technology
-247
- 3.81%
$51.6 - $82.03 $12.7K - $20.3K
6.24K $511K
FNDF
Schwab Fundamental Intl Large

ETFs
-5.44K
- 3.93%
$39.84 - $43.15 $217K - $235K
133K $5.72M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-162
- 0.74%
$187.97 - $199.47 $30.5K - $32.3K
21.6K $4.32M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-26
- 0.19%
$236.25 - $257.69 $6.14K - $6.7K
13.5K $3.46M
BK
Bank Of New York Mellon Corp

Financial Services
-32
- 0.25%
$90.65 - $109.75 $2.9K - $3.51K
12.8K $1.4M
NSC
Norfolk Southern Corp

Industrials
-101
- 1.71%
$259.49 - $300.41 $26.2K - $30.3K
5.82K $1.75M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-53
- 0.67%
$362.31 - $405.74 $19.2K - $21.5K
7.8K $3.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-98
- 1.78%
$224.68 - $282.71 $22K - $27.7K
5.41K $1.51M
LOW
Lowes Companies Inc

Consumer Cyclical
-271
- 2.35%
$215.01 - $273.02 $58.3K - $74K
11.3K $2.83M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-246
- 2.44%
$393.18 - $439.39 $96.7K - $108K
9.85K $4.29M
GD
General Dynamics Corp

Industrials
-58
- 0.82%
$293.92 - $341.0 $17K - $19.8K
6.98K $2.38M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.41K
- 1.98%
$133.48 - $144.38 $188K - $204K
69.9K $9.96M
ORCL
Oracle Corp

Technology
-232
- 2.83%
$218.96 - $328.33 $50.8K - $76.2K
7.97K $2.24M
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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