Valmark Advisers, Inc. Sells in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-4.24K
- 23.21%
$31.33 - $35.13 $133K - $149K
14K $441K
MDT
Medtronic PLC

Healthcare
-1.23K
- 13.07%
$79.61 - $92.24 $97.8K - $113K
8.17K $652K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-4.7K
- 8.94%
$38.17 - $42.95 $180K - $202K
47.9K $1.87M
RTX
Raytheon Technologies Corp

Industrials
-952
- 7.93%
$114.45 - $127.21 $109K - $121K
11.1K $1.28M
CMCSA
Comcast Corp

Communication Services
-2.81K
- 17.63%
$37.39 - $45.14 $105K - $127K
13.1K $492K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-5K
- 23.72%
$36.63 - $37.8 $183K - $189K
16.1K $603K
GLD
Spdr Gold Trust

ETFs
-693
- 10.19%
$236.59 - $257.5 $164K - $178K
6.11K $1.48M
HDV
Ishares Core High Dividend ETF

ETFs
-997
- 8.83%
$110.82 - $121.28 $110K - $121K
10.3K $1.16M
IAU
Ishares Gold Trust

ETFs
-3.42K
- 25.97%
$48.37 - $52.65 $165K - $180K
9.74K $482K
POWL
Powell Industries Inc

Industrials
-687
- 9.96%
$221.65 - $352.37 $152K - $242K
6.21K $1.38M
VUG
Vanguard Growth ETF

ETFs
-1.01K
- 10.06%
$378.79 - $428.11 $383K - $433K
9.04K $3.71M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.05K
- 6.68%
$105.45 - $117.99 $111K - $124K
14.7K $1.56M
SYK
Stryker Corp

Healthcare
-391
- 14.28%
$345.14 - $392.15 $135K - $153K
2.35K $845K
ADI
Analog Devices Inc

Technology
-8
- 0.11%
$206.35 - $236.48 $1.65K - $1.89K
7.55K $1.6M
ROP
Roper Technologies Inc

Industrials
-206
- 27.39%
$519.85 - $575.95 $107K - $119K
546 $283K
CVX
Chevron Corp

Energy
-575
- 3.39%
$141.15 - $162.53 $81.2K - $93.5K
16.4K $2.38M
SO
Southern CO

Utilities
-338
- 2.88%
$81.5 - $94.15 $27.5K - $31.8K
11.4K $939K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-1.84K
- 25.9%
$101.51 - $140.63 $187K - $259K
5.27K $661K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.45K
- 12.79%
$31.23 - $33.51 $76.5K - $82K
16.7K $524K
UPS
United Parcel Service Inc

Industrials
-446
- 8.88%
$122.65 - $138.35 $54.7K - $61.7K
4.58K $577K
FISV
Fiserv Inc

Technology
-859
- 28.68%
N/A
2.14K $267K
GPC
Genuine Parts CO

Consumer Cyclical
-32
- 0.71%
$113.11 - $143.63 $3.62K - $4.6K
4.49K $524K
VAW
Vanguard Materials ETF

ETFs
-7
- 0.16%
$186.91 - $215.32 $1.31K - $1.51K
4.42K $830K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.18K
- 3.2%
$51.09 - $53.06 $60K - $62.3K
35.5K $1.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.44K
- 7.12%
$45.07 - $47.1 $64.8K - $67.7K
18.8K $848K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.86K
- 30.53%
$51.54 - $52.55 $95.9K - $97.7K
4.23K $218K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 19.99%
$40.04 - $48.12 $51.3K - $61.7K
5.13K $205K
PRU
Prudential Financial Inc

Financial Services
-685
- 18.87%
$114.59 - $129.52 $78.5K - $88.7K
2.95K $349K
GIS
General Mills Inc

Consumer Defensive
-242
- 3.4%
$62.78 - $74.62 $15.2K - $18.1K
6.87K $438K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-899
- 7.4%
$340.59 - $380.5 $306K - $342K
11.3K $4.12M
PH
Parker Hannifin Corp

Industrials
-121
- 20.93%
$621.74 - $709.46 $75.2K - $85.8K
457 $290K
CSX
Csx Corp

Industrials
-44
- 0.13%
$31.58 - $36.88 $1.39K - $1.62K
32.6K $1.05M
TIP
Ishares Tr Tips Bd ETF

ETFs
-439
- 10.75%
$106.33 - $110.69 $46.7K - $48.6K
3.64K $388K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-545
- 13.39%
$60.13 - $67.31 $32.8K - $36.7K
3.53K $214K
BAC
Bank Of America Corp

Financial Services
-3.6K
- 15.36%
$39.22 - $47.77 $141K - $172K
19.8K $871K
IWR
Ishares Russell Mid Cap ETF

ETFs
-752
- 2.73%
$87.25 - $95.52 $65.6K - $71.8K
26.8K $2.37M
ED
Consolidated Edison Inc

Utilities
-200
- 7.69%
$88.87 - $107.38 $17.8K - $21.5K
2.4K $214K
BDX
Becton Dickinson & CO

Healthcare
-47
- 1.62%
$220.02 - $243.75 $10.3K - $11.5K
2.85K $647K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-179
- 0.38%
$47.58 - $48.56 $8.52K - $8.69K
46.8K $2.23M
F
Ford Motor CO

Consumer Cyclical
-4.06K
- 28.53%
$9.69 - $11.4 $39.3K - $46.3K
10.2K $100K
MMM
3 M CO

Industrials
-79
- 1.5%
$124.74 - $137.12 $9.85K - $10.8K
5.18K $669K
EFV
Msci Eafe Value ETF

ETFs
-319
- 5.04%
$51.78 - $57.15 $16.5K - $18.2K
6.01K $315K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-433
- 3.63%
$100.22 - $100.73 $43.4K - $43.6K
11.5K $1.15M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.46K
- 11.42%
$35.94 - $36.85 $52.3K - $53.7K
11.3K $415K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-569
- 2.74%
$59.74 - $60.03 $34K - $34.2K
20.2K $1.21M
REZ
Ishares Tr Residential And Mul

ETFs
-34
- 0.81%
$79.04 - $89.77 $2.69K - $3.05K
4.15K $336K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.92K
- 4.06%
$35.71 - $37.1 $68.6K - $71.3K
45.4K $1.67M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-207
- 4.45%
$56.61 - $61.63 $11.7K - $12.8K
4.45K $252K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-325
- 12.6%
$113.29 - $121.45 $36.8K - $39.5K
2.26K $261K
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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