Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
Valmark Advisers, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.38 Billion distributed in 591 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $557M, Spdr Portfolio with a value of $407M, Spdr Portfolio S&P 500 Value E with a value of $392M, Spdr Portfolio with a value of $328M, and Vanguard Index Fds S&P 500 ETF with a value of $291M.
Examining the 13F form we can see an increase of $47.4M in the current position value, from $6.34B to 6.38B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$6.38 Billion
ETFs: $5.98 Billion
Technology: $129 Million
Financial Services: $63.3 Million
Consumer Cyclical: $45.8 Million
Industrials: $41.3 Million
Healthcare: $33.5 Million
Consumer Defensive: $33.4 Million
Communication Services: $20 Million
Other: $25.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 591
- Current Value $6.38 Billion
- Prior Value $6.34 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 348 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks