Valmark Advisers, Inc. Sells in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-947K
- 15.13%
$42.26 - $47.16 $40M - $44.7M
5.32M $246M
UBER
Uber Technologies, Inc

Technology
-29.6K
- 89.01%
$86.91 - $99.57 $2.57M - $2.95M
3.65K $357K
NVDA
Nvidia Corp

Technology
-31.2K
- 28.67%
$153.3 - $186.58 $4.78M - $5.82M
77.6K $14.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.2K
- 16.49%
$211.65 - $238.24 $2.15M - $2.42M
51.5K $11.3M
GLD
Spdr Gold Trust

ETFs
-7.18K
- 55.5%
$300.96 - $355.47 $2.16M - $2.55M
5.75K $2.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.6K
- 3.83%
$50.47 - $50.74 $1.8M - $1.8M
892K $45.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39.6K
- 11.38%
$108.46 - $120.63 $4.3M - $4.78M
309K $36.7M
MSI
Motorola Solutions, Inc.

Technology
-2.59K
- 68.26%
$408.73 - $490.3 $1.06M - $1.27M
1.21K $551K
ACN
Accenture PLC

Technology
-126
- 0.92%
$232.56 - $304.78 $29.3K - $38.4K
13.6K $3.35M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-10.3K
- 58.84%
$48.96 - $52.08 $507K - $539K
7.24K $372K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-7.87K
- 31.81%
$63.74 - $69.18 $502K - $545K
16.9K $1.16M
INTU
Intuit Inc

Technology
-86
- 2.58%
$646.03 - $807.39 $55.6K - $69.4K
3.24K $2.21M
POWL
Powell Industries Inc

Industrials
-2.41K
- 66.61%
$205.47 - $304.3 $496K - $735K
1.21K $367K
GOOG
Alphabet Inc.

Communication Services
-10.6K
- 31.9%
$175.16 - $255.24 $1.86M - $2.71M
22.6K $5.51M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-17.1K
- 19.22%
$22.19 - $22.44 $379K - $384K
71.9K $1.61M
UNH
Unitedhealth Group Inc

Healthcare
-1.6K
- 23.5%
$237.77 - $353.61 $381K - $566K
5.21K $1.8M
FDS
Factset Research Systems Inc

Financial Services
-20
- 1.02%
$283.86 - $450.3 $5.68K - $9.01K
1.95K $558K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-13.5K
- 9.76%
$22.84 - $22.95 $308K - $310K
125K $2.86M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-13K
- 13.74%
$22.36 - $22.52 $292K - $294K
81.9K $1.84M
IWV
Ishares Russell 3000 ETF

ETFs
-893
- 36.72%
$351.04 - $379.81 $313K - $339K
1.54K $583K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 3.82%
$915.95 - $994.57 $91.6K - $99.5K
2.52K $2.33M
NOW
Service Now, Inc.

Technology
-58
- 3.02%
$850.86 - $1044.69 $49.3K - $60.6K
1.86K $1.71M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.55K
- 34.48%
$100.16 - $100.7 $256K - $257K
4.85K $488K
DIS
Walt Disney CO

Communication Services
-1.09K
- 8.11%
$112.25 - $124.0 $123K - $135K
12.4K $1.42M
BSY
Bentley Systems Inc

Technology
-2.87K
- 7.62%
$51.48 - $58.72 $148K - $169K
34.8K $1.79M
ADP
Automatic Data Processing Inc

Industrials
-153
- 1.25%
$288.69 - $310.94 $44.2K - $47.6K
12.1K $3.55M
AMD
Advanced Micro Devices Inc

Technology
-2.47K
- 28.12%
$134.8 - $184.42 $333K - $455K
6.31K $1.02M
MSFT
Microsoft Corp

Technology
-2.87K
- 4.67%
$491.09 - $535.64 $1.41M - $1.53M
58.5K $30.3M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-5.24K
- 12.21%
$46.84 - $48.45 $245K - $254K
37.7K $1.81M
XLV
Select Sector Spdr Fund Health

ETFs
-5.44K
- 4.43%
$129.01 - $139.72 $702K - $760K
117K $16.3M
PAYX
Paychex Inc

Industrials
-125
- 1.24%
$126.69 - $147.99 $15.8K - $18.5K
9.95K $1.26M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-4.92K
- 13.28%
$100.63 - $112.27 $495K - $552K
32.1K $3.55M
NKE
Nike, Inc.

Consumer Cyclical
-2.12K
- 8.54%
$69.24 - $79.24 $147K - $168K
22.7K $1.59M
MMM
3 M CO

Industrials
-1.2K
- 20.65%
$144.41 - $160.2 $173K - $192K
4.61K $715K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.83K
- 19.0%
$59.81 - $60.11 $170K - $170K
12.1K $723K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 0.18%
$159.87 - $247.68 $799 - $1.24K
2.7K $480K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.05K
- 1.61%
$102.4 - $103.88 $210K - $213K
125K $12.9M
ELV
Elevance Health, Inc.

Healthcare
-162
- 10.75%
$274.66 - $395.76 $44.5K - $64.1K
1.35K $434K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.13K
- 38.25%
$49.32 - $50.93 $155K - $160K
5.06K $256K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.95K
- 10.01%
$50.82 - $51.09 $150K - $151K
26.5K $1.35M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.57K
- 1.98%
$99.12 - $99.52 $155K - $156K
77.6K $7.73M
HON
Honeywell International Inc

Industrials
-147
- 2.94%
$207.7 - $240.4 $30.5K - $35.3K
4.85K $1.02M
DE
Deere & CO

Industrials
-22
- 0.85%
$457.26 - $524.37 $10.1K - $11.5K
2.57K $1.17M
IBDV
Ishares Tr

Technology
-7.01K
- 8.4%
$21.75 - $22.22 $153K - $156K
76.5K $1.69M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.01K
- 3.79%
N/A
152K $3.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-6.03K
- 5.36%
$25.24 - $25.56 $152K - $154K
107K $2.72M
FLGV
Franklin Templeton ETF Trfrank

ETFs
-6.55K
- 16.25%
$20.24 - $20.75 $132K - $136K
33.7K $696K
SBUX
Starbucks Corp

Consumer Cyclical
-637
- 6.11%
$81.9 - $96.86 $52.2K - $61.7K
9.79K $828K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-5.65K
- 5.81%
$23.13 - $23.54 $131K - $133K
91.5K $2.15M
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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