Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
Valmark Advisers, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.34 Billion distributed in 582 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $580M, Spdr Portfolio S&P 500 Value E with a value of $396M, Spdr Portfolio with a value of $385M, Spdr Portfolio with a value of $320M, and Vanguard Index Fds S&P 500 ETF with a value of $292M.
Examining the 13F form we can see an increase of $499M in the current position value, from $5.84B to 6.34B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$6.34 Billion
ETFs: $5.95 Billion
Technology: $121 Million
Financial Services: $60.4 Million
Industrials: $43.6 Million
Consumer Cyclical: $39.6 Million
Healthcare: $37.8 Million
Consumer Defensive: $32.3 Million
Communication Services: $18.3 Million
Other: $24.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 582
- Current Value $6.34 Billion
- Prior Value $5.84 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 44 stocks
- Additional Purchases 292 stocks
- Sold out of 0 stocks
- Reduced holdings in 208 stocks