Valmark Advisers, Inc. Purchases in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
14K
New
$32.36 - $33.78 $452K - $472K
14K $471K
SHV
Ishares Tr

ETFs
4.18K
New
$110.05 - $110.63 $459K - $462K
4.18K $461K
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.11K
+ 111.6%
$38.04 - $45.36 $347K - $413K
17.3K $771K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.45K
+ 1.47%
$59.93 - $66.52 $86.6K - $96.1K
100K $6.65M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.2K
+ 53.08%
$21.96 - $22.69 $421K - $435K
55.3K $1.25M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
18.6K
+ 20.49%
$23.13 - $23.43 $431K - $436K
110K $2.56M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.8K
+ 45.12%
$22.55 - $23.1 $425K - $435K
60.6K $1.4M
JNJ
Johnson & Johnson

Healthcare
338
+ 1.37%
$145.48 - $167.38 $49.2K - $56.6K
25K $4.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
820
+ 6.89%
$332.02 - $382.76 $272K - $314K
12.7K $4.77M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.33K
+ 3.49%
$49.93 - $51.15 $266K - $273K
158K $8.08M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
722
+ 3.97%
$151.63 - $169.74 $109K - $123K
18.9K $3.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
16K
+ 18.8%
$24.78 - $25.11 $396K - $401K
101K $2.53M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
17.2K
+ 21.6%
$23.88 - $24.01 $411K - $414K
97K $2.33M
FQAL
Fidelity Covington Tr Quality

ETFs
6.34K
New
$58.92 - $64.9 $374K - $411K
6.34K $411K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.63K
New
$65.15 - $72.97 $367K - $411K
5.63K $410K
VIG
Vanguard Dividend Appreciation

ETFs
2.48K
+ 1.71%
$182.15 - $182.15 $452K - $452K
148K $26.9M
CB
Chubb LTD

Financial Services
690
+ 11.88%
$252.51 - $292.2 $174K - $202K
6.5K $1.87M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16.5K
+ 29.29%
$23.75 - $23.75 $393K - $393K
73K $1.73M
KO
Coca Cola CO

Consumer Defensive
839
+ 2.18%
$62.69 - $73.01 $52.6K - $61.3K
39.3K $2.83M
AVUV
American Centy ETF Tr Avantis

ETFs
3.92K
New
$88.24 - $99.7 $346K - $391K
3.92K $375K
CGXU
Capital Group Intl Focus Equit

ETFs
8.8K
+ 8.11%
$24.27 - $27.46 $214K - $242K
117K $3.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
497
+ 19.23%
$523.84 - $572.02 $260K - $284K
3.08K $1.76M
PH
Parker Hannifin Corp

Industrials
578
New
$501.01 - $635.92 $290K - $368K
578 $365K
RTX
Raytheon Technologies Corp

Industrials
1.07K
+ 9.77%
$99.55 - $123.34 $106K - $132K
12K $1.45M
NOW
Service Now, Inc.

Technology
133
+ 6.05%
$730.87 - $937.36 $97.2K - $125K
2.33K $2.09M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.82K
+ 38.89%
$59.61 - $60.15 $347K - $350K
20.8K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
531
+ 5.13%
$434.77 - $502.96 $231K - $267K
10.9K $5.31M
ABBV
Abb Vie Inc.

Healthcare
890
+ 13.5%
$163.84 - $199.33 $146K - $177K
7.48K $1.48M
FV
First Trust Dorsey Wright Focu

ETFs
4.53K
+ 5.78%
$51.35 - $59.82 $233K - $271K
82.9K $4.83M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
13.3K
+ 15.67%
$25.04 - $25.21 $333K - $335K
98.1K $2.47M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.52K
+ 18.25%
$35.57 - $37.86 $267K - $285K
48.7K $1.84M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.09K
New
$51.02 - $52.74 $311K - $321K
6.09K $320K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.67K
+ 9.11%
$74.26 - $78.84 $198K - $210K
32K $2.5M
XT
Ishares Tr Exponential Technol

ETFs
3.19K
+ 5.7%
$54.51 - $61.59 $174K - $196K
59K $3.59M
BLK
Black Rock Inc.

Financial Services
76
+ 5.24%
$782.27 - $949.51 $59.5K - $72.2K
1.53K $1.45M
COST
Costco Wholesale Corp

Consumer Defensive
248
+ 10.55%
$801.83 - $917.05 $199K - $227K
2.6K $2.3M
DE
Deere & CO

Industrials
502
+ 23.97%
$344.84 - $418.0 $173K - $210K
2.6K $1.08M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.1K
+ 13.66%
$22.38 - $23.66 $225K - $238K
83.7K $1.96M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 3.0%
$44.74 - $53.22 $54.9K - $65.3K
42.1K $2.24M
LHX
L3 Harris Technologies, Inc.

Industrials
969
+ 20.36%
$221.96 - $243.27 $215K - $236K
5.73K $1.36M
XOM
Exxon Mobil Corp

Energy
1.53K
+ 2.92%
$109.72 - $119.0 $168K - $182K
54K $6.33M
IHDG
Wisdomtree Tr

ETFs
6.35K
New
$42.42 - $46.78 $269K - $297K
6.35K $290K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.9K
+ 1.87%
$17.35 - $18.22 $85.1K - $89.4K
267K $4.82M
VOOV
Vanguard S&P 500 Value ETF

ETFs
49
+ 0.27%
$175.0 - $190.72 $8.58K - $9.35K
18.2K $3.47M
IBM
International Business Machines Corp

Technology
297
+ 6.82%
$175.1 - $223.38 $52K - $66.3K
4.65K $1.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
982
+ 3.7%
$79.92 - $88.19 $78.5K - $86.6K
27.5K $2.43M
AVLV
American Centy ETF Tr Avantis
4.14K
New
$60.05 - $65.83 $249K - $273K
4.14K $272K
IAU
Ishares Gold Trust

ETFs
4.47K
+ 51.52%
$44.06 - $50.5 $197K - $226K
13.2K $653K
ECL
Ecolab Inc.

Basic Materials
1.06K
New
$228.86 - $255.76 $243K - $272K
1.06K $271K
Activity Summary
Buys All Purchases 336 New Holdings 44 Increased Positions 292 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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