Valmark Advisers, Inc. Sells in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-152
- 5.84%
$323.08 - $349.08 $49.1K - $53.1K
2.45K $819K
CRWD
Crowd Strike Holdings, Inc.

Technology
-256
- 27.41%
$275.15 - $388.2 $70.4K - $99.4K
678 $231K
VDC
Vanguard Consumer Staples ETF

ETFs
-14
- 0.38%
$210.96 - $223.62 $2.95K - $3.13K
3.63K $767K
APD
Air Products & Chemicals, Inc.

Basic Materials
-13
- 0.43%
$285.5 - $335.62 $3.71K - $4.36K
2.98K $863K
MBB
Ishares Tr

ETFs
-151
- 4.6%
$91.26 - $95.82 $13.8K - $14.5K
3.13K $287K
AVLV
American Centy ETF Tr Avantis
-404
- 9.76%
$65.51 - $71.22 $26.5K - $28.8K
3.74K $249K
DOV
Dover Corp

Industrials
-33
- 0.79%
$184.72 - $206.51 $6.1K - $6.81K
4.13K $774K
DEO
Diageo PLC

Consumer Defensive
-14
- 0.86%
$118.0 - $139.88 $1.65K - $1.96K
1.61K $204K
AOA
Ishares Tr Core Aggressive All

ETFs
-7
- 0.07%
$76.61 - $79.88 $536 - $559
9.49K $726K
CTVA
Corteva, Inc.

Basic Materials
-217
- 4.12%
$55.21 - $64.13 $12K - $13.9K
5.06K $287K
IWS
Ishares Russell Midcap Value E

ETFs
-48
- 1.04%
$128.08 - $140.32 $6.15K - $6.74K
4.56K $589K
AOR
Ishares Tr Core Growth Allocat

ETFs
-118
- 1.97%
$57.32 - $59.66 $6.76K - $7.04K
5.88K $337K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-298
- 2.17%
$40.34 - $40.62 $12K - $12.1K
13.4K $542K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-67
- 1.17%
$69.58 - $74.87 $4.66K - $5.02K
5.68K $397K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-565
- 2.13%
$60.19 - $64.39 $34K - $36.4K
25.9K $1.59M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-71
- 0.83%
$104.52 - $115.08 $7.42K - $8.17K
8.43K $889K
T
At&T Inc.

Communication Services
-1.02K
- 4.83%
$21.22 - $23.88 $21.6K - $24.3K
20.1K $456K
AVUV
American Centy ETF Tr Avantis

ETFs
-65
- 1.66%
$94.37 - $106.41 $6.13K - $6.92K
3.85K $371K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.34K
- 2.09%
$66.77 - $71.52 $223K - $239K
156K $10.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-12
- 0.58%
$123.69 - $133.68 $1.48K - $1.6K
2.07K $259K
CHD
Church & Dwight CO Inc

Consumer Defensive
-6
- 0.12%
$99.11 - $112.25 $595 - $674
4.99K $522K
VUSB
Vanguard Bd Index Fds
-3.7K
- 7.0%
N/A
49.1K $0
PSEP
Innovator U.S. Equity Power Bu
-30
- 0.15%
N/A
20.4K $0
PDEC
Innovator U.S. Equity Power Bu
-3.52K
- 12.21%
N/A
25.3K $0
OAIM
Unified Ser Tr Oneascent Intl
-29.4K
- 31.02%
N/A
65.3K $0
VONE
Vanguard Russell 1000 ETF

ETFs
-20
- 2.05%
$257.18 - $277.76 $5.14K - $5.56K
957 $255K
VOT
Vanguard Mid Cap Growth Index

ETFs
-48
- 3.4%
$241.48 - $274.89 $11.6K - $13.2K
1.36K $345K
ZBRA
Zebra Technologies Corp

Technology
-30
- 3.57%
$360.09 - $411.94 $10.8K - $12.4K
811 $313K
GLW
Corning Inc

Technology
-327
- 4.32%
$44.11 - $49.76 $14.4K - $16.3K
7.25K $344K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-173
- 0.85%
$40.12 - $41.68 $6.94K - $7.21K
20.2K $831K
MGEE
Mge Energy Inc

Utilities
-22
- 0.48%
$88.55 - $108.16 $1.95K - $2.38K
4.55K $427K
MCK
Mckesson Corp

Healthcare
-104
- 11.3%
$482.27 - $628.5 $50.2K - $65.4K
816 $465K
ISRG
Intuitive Surgical Inc

Healthcare
-33
- 3.53%
$471.27 - $550.62 $15.6K - $18.2K
902 $470K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-10
- 0.08%
$121.89 - $135.52 $1.22K - $1.36K
12.5K $1.57M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-182
- 1.4%
$55.73 - $66.16 $10.1K - $12K
12.8K $774K
GILD
Gilead Sciences, Inc.

Healthcare
-64
- 1.8%
$83.95 - $97.9 $5.37K - $6.27K
3.49K $322K
AMP
Ameriprise Financial Inc

Financial Services
-42
- 4.91%
$473.15 - $574.01 $19.9K - $24.1K
814 $433K
XLY
Select Sector Spdr Consumer Di

ETFs
-798
- 8.91%
$194.8 - $239.43 $155K - $191K
8.16K $1.83M
IWP
Ishares Russell Mid Cap Growth

ETFs
-208
- 2.9%
$116.4 - $138.52 $24.2K - $28.8K
6.97K $883K
XLF
Financial Sector Spdr

ETFs
-698
- 2.69%
$44.89 - $51.34 $31.3K - $35.8K
25.3K $1.22M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-159
- 0.29%
$39.04 - $40.41 $6.21K - $6.43K
54.5K $2.19M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 1.23%
$873.59 - $994.69 $28K - $31.8K
2.57K $2.35M
WMB
Williams Companies, Inc.

Energy
-83
- 1.32%
$46.37 - $59.74 $3.85K - $4.96K
6.23K $337K
CINF
Cincinnati Financial Corp

Financial Services
-115
- 1.32%
$132.86 - $160.16 $15.3K - $18.4K
8.57K $1.23M
EMR
Emerson Electric CO

Industrials
-666
- 7.24%
$108.13 - $134.33 $72K - $89.5K
8.54K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2
- 0.01%
$201.32 - $217.44 $403 - $435
13.5K $2.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-66
- 4.9%
$173.13 - $258.09 $11.4K - $17K
1.28K $295K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-352
- 2.8%
$77.25 - $91.3 $27.2K - $32.1K
12.2K $1.04M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-143
- 1.78%
$316.94 - $357.88 $45.3K - $51.2K
7.87K $2.7M
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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