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 Market Cap. of $200 Billions or more