Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
Valmark Advisers, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.54 Billion distributed in 602 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $597M, Spdr Portfolio S&P 500 Value E with a value of $406M, Spdr Portfolio with a value of $381M, Spdr Portfolio with a value of $326M, and Vanguard Sht Trm Inflt Prot Fd with a value of $299M.
Examining the 13F form we can see an increase of $159M in the current position value, from $6.38B to 6.54B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$6.54 Billion
ETFs: $6.15 Billion
Technology: $110 Million
Financial Services: $70.9 Million
Industrials: $42.7 Million
Consumer Cyclical: $39.8 Million
Consumer Defensive: $35.4 Million
Healthcare: $35.1 Million
Communication Services: $17.9 Million
Other: $25.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 602
- Current Value $6.54 Billion
- Prior Value $6.38 Billion
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 278 stocks
- Sold out of 0 stocks
- Reduced holdings in 241 stocks