Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
Valmark Advisers, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.08 Billion distributed in 640 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $653M, Spdr Portfolio with a value of $438M, Spdr Portfolio S&P 500 Value E with a value of $433M, Spdr Portfolio with a value of $361M, and Vanguard Index Fds S&P 500 ETF with a value of $317M.
Examining the 13F form we can see an increase of $535M in the current position value, from $6.54B to 7.08B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$7.08 Billion
ETFs: $6.65 Billion
Technology: $128 Million
Financial Services: $70.2 Million
Industrials: $48 Million
Consumer Cyclical: $46.9 Million
Consumer Defensive: $35.8 Million
Healthcare: $32.3 Million
Communication Services: $22.1 Million
Other: $25.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 640
- Current Value $7.08 Billion
- Prior Value $6.54 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 46 stocks
- Additional Purchases 332 stocks
- Sold out of 0 stocks
- Reduced holdings in 203 stocks