Valmark Advisers, Inc. Incresed Positions in Q4 2024

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.41%
$246.06 - $292.59 $2.46K - $2.93K
2.42K $675K
MSI
Motorola Solutions, Inc.

Technology
34
+ 0.73%
$449.08 - $504.6 $15.3K - $17.2K
4.68K $2.16M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
3.26K
+ 8.33%
$46.38 - $48.42 $151K - $158K
42.4K $1.97M
IBM
International Business Machines Corp

Technology
362
+ 7.78%
$204.9 - $238.04 $74.2K - $86.2K
5.01K $1.1M
IYF
Ishares Tr

ETFs
422
+ 11.34%
$102.7 - $119.05 $43.3K - $50.2K
4.14K $458K
XLI
Industrial Sector Spdr

ETFs
623
+ 20.39%
$131.76 - $143.99 $82.1K - $89.7K
3.68K $484K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.05K
+ 3.2%
$88.59 - $94.57 $624K - $666K
227K $20.2M
IGE
Ishares Tr North Amern Nat Res

ETFs
2.12K
+ 13.78%
$41.52 - $48.01 $88.1K - $102K
17.5K $748K
CMI
Cummins Inc

Industrials
148
+ 20.96%
$324.93 - $383.42 $48.1K - $56.7K
854 $297K
VO
Vanguard Mid Cap ETF

ETFs
217
+ 0.65%
$261.5 - $284.63 $56.7K - $61.8K
33.4K $8.82M
BK
Bank Of New York Mellon Corp

Financial Services
42
+ 0.33%
$70.82 - $81.87 $2.97K - $3.44K
12.7K $974K
PGR
Progressive Corp

Financial Services
405
+ 17.27%
$239.6 - $268.88 $97K - $109K
2.75K $658K
XT
Ishares Tr Exponential Technol

ETFs
2.25K
+ 3.81%
$58.7 - $62.72 $132K - $141K
61.3K $3.66M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
237
+ 1.98%
$124.61 - $133.96 $29.5K - $31.7K
12.2K $1.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
902
+ 3.99%
$183.23 - $199.79 $165K - $180K
23.5K $4.35M
MO
Altria Group, Inc.

Consumer Defensive
1.07K
+ 26.09%
$49.06 - $57.74 $52.2K - $61.5K
5.15K $269K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 7.41%
$4100.99 - $5300.34 $16.4K - $21.2K
58 $288K
KMI
Kinder Morgan, Inc.

Energy
14
+ 0.12%
$22.59 - $28.54 $316 - $400
11.5K $313K
IGM
Ishares Expanded Tech Sector E

ETFs
301
+ 6.32%
$94.19 - $106.95 $28.4K - $32.2K
5.07K $517K
VDE
Vanguard Energy ETF

ETFs
682
+ 2.9%
$116.67 - $136.78 $79.6K - $93.3K
24.2K $2.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.69K
+ 7.82%
$57.53 - $60.83 $97.3K - $103K
23.3K $1.34M
SHW
Sherwin Williams CO

Basic Materials
231
+ 34.95%
$338.75 - $399.71 $78.3K - $92.3K
892 $303K
FDS
Factset Research Systems Inc

Financial Services
20
+ 1.04%
$449.69 - $495.72 $8.99K - $9.91K
1.94K $932K
DFAS
Dimensional ETF Tr U S Small C

ETFs
665
+ 3.78%
$63.58 - $71.15 $42.3K - $47.3K
18.3K $1.19M
ESE
Esco Technologies Inc

Technology
123
+ 1.85%
$120.68 - $151.38 $14.8K - $18.6K
6.78K $903K
ALL
Allstate Corp

Financial Services
210
+ 16.34%
$181.25 - $208.2 $38.1K - $43.7K
1.5K $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 1.42%
$178.39 - $215.0 $9.99K - $12K
4.01K $773K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
137
+ 18.12%
$278.19 - $315.36 $38.1K - $43.2K
893 $257K
EW
Edwards Lifesciences Corp

Healthcare
6
+ 0.11%
$64.54 - $75.92 $387 - $456
5.3K $392K
IEF
Ishares Barclays

ETFs
620
+ 22.83%
$92.08 - $98.18 $57.1K - $60.9K
3.34K $308K
RPV
Invesco Exchange Traded Fd Tr

ETFs
411
+ 10.58%
$87.41 - $97.21 $35.9K - $40K
4.3K $387K
MXCT
Maxcyte, Inc.

Healthcare
2.48K
+ 2.19%
$3.23 - $4.43 $8K - $11K
116K $481K
VOE
Vanguard Mid Cap Value Index F

ETFs
327
+ 16.4%
$160.89 - $176.18 $52.6K - $57.6K
2.32K $375K
TJX
Tjx Companies Inc

Consumer Cyclical
262
+ 9.97%
$112.15 - $127.2 $29.4K - $33.3K
2.89K $349K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
900
+ 1.71%
$442.29 - $483.08 $398K - $435K
53.5K $24.2M
EPD
Enterprise Products Partners L.P.

Energy
649
+ 7.49%
$28.66 - $34.43 $18.6K - $22.3K
9.32K $292K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
924
+ 3.6%
$93.52 - $95.37 $86.4K - $88.1K
26.6K $2.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
442
+ 16.69%
$91.29 - $91.8 $40.4K - $40.6K
3.09K $282K
ORCL
Oracle Corp

Technology
343
+ 6.54%
$165.41 - $192.43 $56.7K - $66K
5.58K $930K
BMY
Bristol Myers Squibb CO

Healthcare
312
+ 7.39%
$51.92 - $59.94 $16.2K - $18.7K
4.54K $256K
ABBV
Abb Vie Inc.

Healthcare
1.04K
+ 13.95%
$164.99 - $203.87 $172K - $213K
8.53K $1.52M
AIQ
Global X Funds Global X Artifi

ETFs
659
+ 8.54%
$36.57 - $40.57 $24.1K - $26.7K
8.38K $323K
COP
Conocophillips

Energy
683
+ 12.91%
$95.12 - $114.72 $65K - $78.4K
5.97K $592K
DE
Deere & CO

Industrials
46
+ 1.77%
$389.45 - $466.0 $17.9K - $21.4K
2.64K $1.12M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.15K
+ 11.3%
$68.25 - $75.42 $283K - $313K
40.9K $2.8M
QCOM
Qualcomm Inc

Technology
524
+ 19.1%
$150.4 - $178.04 $78.8K - $93.3K
3.27K $501K
USXF
Ishares Esg Advanced Msci Usa

Technology
543
+ 7.65%
$48.45 - $52.57 $26.3K - $28.5K
7.64K $380K
FDX
Fedex Corp

Industrials
48
+ 2.19%
$260.5 - $305.15 $12.5K - $14.6K
2.24K $629K
ETN
Eaton Corp PLC

Industrials
80
+ 1.39%
$326.96 - $377.52 $26.2K - $30.2K
5.84K $1.94M
Activity Summary
Buys All Purchases 390 New Holdings 42 Increased Positions 348 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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