Valmark Advisers, Inc. Sells in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-68
- 2.41%
$92.07 - $106.96 $6.26K - $7.27K
2.76K $287K
KMB
Kimberly Clark Corp

Consumer Defensive
-17
- 0.46%
$135.05 - $148.35 $2.3K - $2.52K
3.67K $522K
ICLN
Ishares

ETFs
-1
- 0.01%
$13.26 - $14.77 $13.3 - $14.8
14.9K $218K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.11K
- 2.94%
$20.93 - $22.92 $23.1K - $25.3K
36.5K $832K
ALGN
Align Technology Inc

Healthcare
-19
- 0.96%
$204.03 - $257.2 $3.88K - $4.89K
1.95K $496K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-360
- 2.88%
$305.34 - $350.41 $110K - $126K
12.1K $4.19M
CMI
Cummins Inc

Industrials
-32
- 4.34%
$266.63 - $326.4 $8.53K - $10.4K
706 $228K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-994
- 5.35%
$59.25 - $65.33 $58.9K - $64.9K
17.6K $1.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-219
- 3.67%
$64.57 - $71.76 $14.1K - $15.7K
5.74K $411K
AMT
American Tower Corp

Real Estate
-83
- 7.21%
$192.27 - $242.73 $16K - $20.1K
1.07K $248K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-920
- 1.84%
$21.35 - $22.73 $19.6K - $20.9K
49K $1.1M
ED
Consolidated Edison Inc

Utilities
-106
- 3.91%
$88.42 - $104.97 $9.37K - $11.1K
2.6K $270K
MKC
Mccormick & CO Inc

Consumer Defensive
-72
- 2.36%
$69.44 - $84.76 $5K - $6.1K
2.98K $245K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-73
- 0.95%
$54.3 - $62.38 $3.96K - $4.55K
7.63K $476K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-434
- 3.5%
$113.45 - $126.18 $49.2K - $54.8K
12K $1.51M
IDXX
Idexx Laboratories Inc

Healthcare
-8
- 0.4%
$455.08 - $517.19 $3.64K - $4.14K
1.99K $1.01M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.19%
$514.43 - $606.85 $3.6K - $4.25K
3.7K $2.17M
TMDX
Trans Medics Group, Inc.

Healthcare
-52
- 0.76%
$135.68 - $176.11 $7.06K - $9.16K
6.8K $1.07M
MDB
Mongo Db, Inc.

Technology
-19
- 0.92%
$221.5 - $296.69 $4.21K - $5.64K
2.04K $552K
SHW
Sherwin Williams CO

Basic Materials
-57
- 7.94%
$294.65 - $384.0 $16.8K - $21.9K
661 $252K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-353
- 2.55%
$175.46 - $203.3 $61.9K - $71.8K
13.5K $2.74M
AXP
American Express CO

Financial Services
-33
- 2.54%
$225.92 - $271.17 $7.46K - $8.95K
1.26K $342K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.14K
- 6.8%
$77.23 - $87.97 $88K - $100K
15.6K $1.36M
TGT
Target Corp

Consumer Defensive
-16
- 0.27%
$133.47 - $159.25 $2.14K - $2.55K
5.85K $912K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-60
- 0.7%
$174.81 - $215.18 $10.5K - $12.9K
8.49K $1.59M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-112
- 1.3%
$97.05 - $106.1 $10.9K - $11.9K
8.5K $898K
REZ
Ishares Tr Residential And Mul

ETFs
-37
- 0.88%
$76.42 - $91.19 $2.83K - $3.37K
4.19K $371K
MTB
M&T Bank Corp

Financial Services
-25
- 1.33%
$146.49 - $179.85 $3.66K - $4.5K
1.85K $329K
AMGN
Amgen Inc

Healthcare
-111
- 1.29%
$309.38 - $337.38 $34.3K - $37.4K
8.5K $2.74M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10
- 0.42%
$178.41 - $210.18 $1.78K - $2.1K
2.36K $469K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-87
- 0.28%
$49.77 - $51.95 $4.33K - $4.52K
30.6K $1.58M
HDV
Ishares Core High Dividend ETF

ETFs
-377
- 3.23%
$107.62 - $118.76 $40.6K - $44.8K
11.3K $1.33M
IDV
Ishares Tr

ETFs
-191
- 0.71%
$27.62 - $30.64 $5.28K - $5.85K
26.8K $811K
NVS
Novartis Ag

Healthcare
-67
- 0.8%
$106.13 - $120.89 $7.11K - $8.1K
8.36K $961K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-536
- 4.1%
$111.9 - $124.28 $60K - $66.6K
12.6K $1.55M
CL
Colgate Palmolive CO

Consumer Defensive
-28
- 0.27%
$95.54 - $108.77 $2.68K - $3.05K
10.3K $1.07M
NFLX
Netflix Inc

Communication Services
-5
- 0.24%
$598.55 - $722.26 $2.99K - $3.61K
2.11K $1.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-2.14K
- 2.12%
$28.45 - $30.18 $60.9K - $64.6K
98.7K $2.96M
SUM
Summit Materials, Inc.

Basic Materials
-182
- 0.56%
$35.61 - $41.78 $6.48K - $7.6K
32.5K $1.27M
GIS
General Mills Inc

Consumer Defensive
-75
- 1.04%
$62.5 - $75.15 $4.69K - $5.64K
7.11K $525K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-35
- 0.06%
$36.89 - $39.25 $1.29K - $1.37K
54.7K $2.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-148
- 4.71%
$247.34 - $300.11 $36.6K - $44.4K
2.99K $890K
RWR
Spdr Dow Jones Reit ETF

ETFs
-574
- 5.45%
$92.36 - $108.47 $53K - $62.3K
9.95K $1.06M
VT
Vanguard Total World Stk Index

ETFs
-265
- 1.61%
$107.72 - $119.96 $28.5K - $31.8K
16.2K $1.93M
CLX
Clorox CO

Consumer Defensive
-11
- 0.31%
$131.73 - $166.97 $1.45K - $1.84K
3.54K $576K
CINF
Cincinnati Financial Corp

Financial Services
-520
- 5.65%
$115.7 - $138.2 $60.2K - $71.9K
8.69K $1.18M
ETN
Eaton Corp PLC

Industrials
-28
- 0.48%
$272.52 - $333.02 $7.63K - $9.32K
5.76K $1.91M
ES
Eversource Energy

Utilities
-44
- 0.5%
$56.52 - $68.38 $2.49K - $3.01K
8.81K $599K
FITB
Fifth Third Bancorp

Financial Services
-144
- 0.88%
$36.01 - $43.64 $5.19K - $6.28K
16.2K $693K
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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