Valmark Advisers, Inc. Reduced Holdings in Q1 2025

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-52
- 0.38%
$128.74 - $138.67 $6.69K - $7.21K
13.7K $1.86M
RWO
Spdr Dow Jones Global Real Est

ETFs
-468
- 0.52%
$41.41 - $45.24 $19.4K - $21.2K
89.1K $3.89M
GD
General Dynamics Corp

Industrials
-75
- 1.04%
$241.94 - $272.58 $18.1K - $20.4K
7.15K $1.95M
ED
Consolidated Edison Inc

Utilities
-28
- 1.17%
$88.0 - $110.59 $2.46K - $3.1K
2.37K $262K
CME
Cme Group Inc.

Financial Services
-5
- 0.32%
$225.82 - $266.54 $1.13K - $1.33K
1.54K $407K
GILD
Gilead Sciences, Inc.

Healthcare
-105
- 3.01%
$89.14 - $117.41 $9.36K - $12.3K
3.39K $379K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-195
- 0.28%
$25.81 - $28.52 $5.03K - $5.56K
68.3K $1.88M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.3K
- 5.82%
$67.08 - $76.14 $154K - $175K
37.2K $2.74M
VZ
Verizon Communications Inc

Communication Services
-1.58K
- 6.2%
$37.81 - $46.49 $59.7K - $73.4K
23.9K $1.08M
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.35%
$890.62 - $1076.86 $8.02K - $9.69K
2.56K $2.42M
IAU
Ishares Gold Trust

ETFs
-268
- 2.75%
$49.74 - $58.96 $13.3K - $15.8K
9.47K $558K
DUK
Duke Energy Corp

Utilities
-539
- 5.39%
$105.87 - $121.97 $57.1K - $65.7K
9.45K $1.15M
UNP
Union Pacific Corp

Industrials
-54
- 0.49%
$225.21 - $254.42 $12.2K - $13.7K
10.9K $2.58M
IDV
Ishares Tr

ETFs
-253
- 0.94%
$27.0 - $31.7 $6.83K - $8.02K
26.8K $830K
T
At&T Inc.

Communication Services
-372
- 1.85%
$21.56 - $28.28 $8.02K - $10.5K
19.7K $557K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-539
- 1.1%
$65.44 - $70.64 $35.3K - $38.1K
48.4K $3.31M
TD
Toronto Dominion Bank

Financial Services
-125
- 0.74%
$53.12 - $61.15 $6.64K - $7.64K
16.8K $1.01M
DE
Deere & CO

Industrials
-11
- 0.42%
$408.57 - $509.27 $4.49K - $5.6K
2.63K $1.23M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.59K
- 1.93%
$33.57 - $37.22 $86.8K - $96.2K
131K $4.71M
ESE
Esco Technologies Inc

Technology
-373
- 5.5%
$128.92 - $169.65 $48.1K - $63.3K
6.41K $1.02M
NVS
Novartis Ag

Healthcare
-12
- 0.14%
$97.14 - $115.57 $1.17K - $1.39K
8.79K $980K
CB
Chubb LTD

Financial Services
-43
- 0.75%
$257.71 - $301.99 $11.1K - $13K
5.69K $1.72M
JPM
Jpmorgan Chase & CO

Financial Services
-371
- 0.91%
$225.19 - $279.95 $83.5K - $104K
40.2K $9.86M
GLD
Spdr Gold Trust

ETFs
-494
- 8.09%
$243.19 - $288.14 $120K - $142K
5.61K $1.62M
ADP
Automatic Data Processing Inc

Industrials
-33
- 0.27%
$286.85 - $318.64 $9.47K - $10.5K
12.3K $3.74M
VGSH
Vanguard

ETFs
-8.55K
- 0.67%
$58.07 - $58.69 $496K - $502K
1.26M $74.2M
CVX
Chevron Corp

Energy
-1.31K
- 8.0%
$146.71 - $167.97 $193K - $221K
15.1K $2.53M
GNR
Spdr S&P Global Natural Resour

ETFs
-3.1K
- 3.38%
$50.12 - $54.48 $155K - $169K
88.6K $4.72M
RTX
Raytheon Technologies Corp

Industrials
-208
- 1.88%
$114.1 - $135.66 $23.7K - $28.2K
10.8K $1.44M
LLY
Eli Lilly & CO

Healthcare
-132
- 2.24%
$725.72 - $929.72 $95.8K - $123K
5.76K $4.76M
KO
Coca Cola CO

Consumer Defensive
-2.24K
- 5.43%
$60.81 - $72.32 $136K - $162K
39K $2.79M
GE
General Electric CO

Industrials
-438
- 4.63%
$168.59 - $212.13 $73.8K - $92.9K
9.02K $1.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-481
- 0.25%
$18.36 - $20.51 $8.83K - $9.87K
191K $3.78M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.16K
- 0.99%
$37.07 - $40.63 $191K - $209K
517K $20.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 0.43%
$279.74 - $321.29 $19.6K - $22.5K
16.4K $5.11M
DVY
Ishares Tr

ETFs
-721
- 0.45%
$128.58 - $138.1 $92.7K - $99.6K
159K $21.3M
AMGN
Amgen Inc

Healthcare
-166
- 1.86%
$258.59 - $327.36 $42.9K - $54.3K
8.76K $2.73M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.47K
- 3.29%
$87.68 - $94.52 $655K - $706K
220K $20.6M
JNJ
Johnson & Johnson

Healthcare
-358
- 1.5%
$142.06 - $167.7 $50.9K - $60K
23.6K $3.91M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.18K
- 1.2%
$33.84 - $37.77 $175K - $196K
426K $15.5M
Activity Summary
Buys All Purchases 316 New Holdings 38 Increased Positions 278 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 1
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