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ValMark Advisers

Latest statistics and disclosures from Valmark Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, SPYV, SPYG, SPMD, VOO, and represent 31.91% of Valmark Advisers's stock portfolio.
Added to shares of these 10 stocks: IJH (+$48M), EMXC (+$37M), SPSB (+$31M), VEA (+$11M), SPSM (+$9.5M), LQD (+$8.7M), VTIP (+$6.9M), CGCB (+$6.1M), GUNR (+$5.5M), REET (+$5.5M).
Started 51 new stock positions in ALL, AXP, SCZ, CMI, FI, SYY, IBMR, WWJD, BIBL, CGBL.
Reduced shares in these 10 stocks: FLRN (-$27M), XSOE (-$24M), VOO (-$7.4M), RDVY, GBIL, BIL, VWO, BUFR, GTR, .
Sold out of its positions in Biosig Tech, COF, ENB, BUFR, OKTA, RPD, SMCI, TWLO, ZTS, ASML.
Valmark Advisers was a net buyer of stock by $206M.
Valmark Advisers has $5.7B in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001380443

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Portfolio Holdings for Valmark Advisers

Valmark Advisers holds 535 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Valmark Advisers has 535 total positions. Only the first 250 positions are shown.

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Download the Valmark Advisers March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.3	$532M	+2%	11M	50.17	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.5	$372M		7.4M	50.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.2	$359M		4.9M	73.15	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	5.3	$303M		5.7M	53.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.7	$268M	-2%	558k	480.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.5	$258M	+2%	5.4M	47.89	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	4.1	$235M	+4%	5.4M	43.04	View chart
Spdr Ser Tr Portfolio Short (SPSB)	3.5	$199M	+18%	6.7M	29.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$164M		3.9M	41.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.6	$151M	+3%	2.4M	64.15	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	2.4	$141M	+3%	3.9M	35.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.3	$130M		2.2M	58.07	View chart
Flexshares Tr Mornstar Upstr (GUNR)	2.2	$126M	+4%	3.1M	41.07	View chart
Ishares Tr Global Reit Etf (REET)	2.1	$122M	+4%	5.2M	23.68	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.9	$110M	+2%	2.2M	50.77	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$85M	+76%	1.5M	57.57	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	1.5	$84M	+5%	3.4M	24.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$77M	+4%	1.0M	76.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$74M	+13%	675k	108.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$69M		817k	84.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$66M	+7%	822k	80.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$65M		350k	186.81	View chart
Wisdomtree Tr Target Range Fd (GTR)	1.1	$61M	-3%	2.6M	23.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$60M	+387%	984k	60.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$60M		746k	79.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$58M	+3%	989k	58.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$53M	+3%	1.2M	45.61	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$46M	-33%	1.6M	29.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$41M	-2%	370k	110.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$35M		301k	115.30	View chart
Apple (AAPL)	0.6	$33M	+6%	190k	171.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$31M	-2%	622k	50.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$31M	+2%	533k	58.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$30M	+2%	116k	259.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$29M	+2%	596k	49.19	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.5	$29M	-48%	928k	30.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$29M	+5%	54k	525.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$27M		215k	123.18	View chart
Microsoft Corporation (MSFT)	0.4	$25M		58k	420.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$24M		134k	182.61	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$23M	+4%	810k	28.68	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$21M		579k	36.19	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$20M		117k	175.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$20M	+4%	207k	97.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$20M	+4%	48k	420.52	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$20M	+44%	761k	25.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$19M	+12%	588k	32.50	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$19M	+6%	95k	195.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$18M		212k	83.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$16M	+4%	133k	120.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$15M		418k	35.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$14M	+5%	162k	85.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$14M		157k	86.48	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$12M	+2%	518k	23.75	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$11M	-21%	200k	56.17	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$11M	+38%	390k	28.63	View chart
Amazon (AMZN)	0.2	$11M	+19%	61k	180.38	View chart
NVIDIA Corporation (NVDA)	0.2	$11M	+7%	12k	903.54	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$11M		448k	23.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$11M	+28%	71k	147.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$11M	+40%	20k	523.05	View chart
Procter & Gamble Company (PG)	0.2	$9.7M	+4%	60k	162.25	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$9.2M	+2%	162k	56.94	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$9.2M		92k	99.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.1M	+8%	56k	162.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$8.8M		195k	45.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$8.7M		112k	77.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$8.5M	+44%	315k	27.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$8.2M		33k	249.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$7.9M	+23%	129k	61.53	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$7.3M	+5%	174k	42.14	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.3M	+37%	228k	31.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.2M	+2%	143k	50.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$7.1M	-18%	70k	100.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$7.0M		196k	35.80	View chart
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT)	0.1	$7.0M	+5%	205k	33.92	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$6.6M		121k	54.80	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.6M	+5%	57k	116.84	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$6.5M		263k	24.67	View chart
JPMorgan Chase & Co. (JPM)	0.1	$6.4M	+5%	32k	200.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.4M		122k	52.16	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$6.4M	+4%	67k	94.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.3M	+3%	27k	228.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$6.2M		127k	49.24	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$6.1M	+28%	196k	31.16	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$6.0M	+35%	210k	28.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.0M	+4%	52k	116.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.9M	+2%	97k	61.05	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.8M	+13%	54k	107.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.5M	+2%	140k	39.02	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$5.5M		94k	57.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$5.4M		66k	81.43	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$5.2M		158k	32.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.9M		14k	346.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.9M	-2%	42k	117.21	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$4.5M	+10%	262k	17.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.5M	+3%	10k	444.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.5M		43k	103.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$4.4M	+5%	21k	208.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$4.4M	+2%	56k	77.73	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$4.4M	+2%	77k	57.23	View chart
Eli Lilly & Co. (LLY)	0.1	$4.3M	+23%	5.6k	777.91	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$4.3M		73k	58.85	View chart
McDonald's Corporation (MCD)	0.1	$4.2M	+2%	15k	281.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.2M		70k	60.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.2M	+2%	55k	76.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.2M	-20%	27k	152.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$4.1M	-5%	14k	304.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.1M		12k	337.06	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$4.1M	-9%	97k	42.23	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$4.0M		94k	42.82	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$4.0M		141k	28.40	View chart
Johnson & Johnson (JNJ)	0.1	$3.9M		25k	158.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.9M	+13%	37k	104.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.9M		22k	179.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.9M		62k	62.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.9M		79k	49.05	View chart
Home Depot (HD)	0.1	$3.7M	+5%	9.7k	383.59	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.6M		80k	45.31	View chart
Meta Platforms Cl A (META)	0.1	$3.4M	+14%	7.1k	485.60	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.4M		82k	41.84	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$3.4M		164k	20.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.4M	+4%	58k	58.06	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$3.3M	-3%	19k	180.47	View chart
UnitedHealth (UNH)	0.1	$3.3M	+8%	6.7k	494.67	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$3.2M	+4%	76k	42.42	View chart
Merck & Co (MRK)	0.1	$3.1M	+4%	24k	131.95	View chart
Automatic Data Processing (ADP)	0.1	$3.1M		12k	249.73	View chart
Uber Technologies (UBER)	0.1	$3.1M	-3%	40k	76.99	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$3.0M		102k	29.11	View chart
Wal-Mart Stores (WMT)	0.1	$3.0M	+227%	49k	60.17	View chart
Ishares Tr Exponential Tech (XT)	0.1	$2.9M	+2%	49k	59.62	View chart
Gms (GMS)	0.1	$2.9M		30k	97.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$2.9M	+10%	19k	150.93	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$2.9M		58k	49.55	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$2.8M	+6%	41k	69.77	View chart
Lowe's Companies (LOW)	0.0	$2.8M		11k	254.74	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$2.8M		78k	35.61	View chart
Pepsi (PEP)	0.0	$2.8M		16k	175.01	View chart
Vanguard World Energy Etf (VDE)	0.0	$2.7M	+5%	20k	131.70	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$2.6M	+10%	14k	186.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$2.6M		14k	187.35	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$2.6M	+32%	35k	75.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.6M	+8%	28k	90.44	View chart
Union Pacific Corporation (UNP)	0.0	$2.5M	-2%	10k	245.93	View chart
Amgen (AMGN)	0.0	$2.4M	+6%	8.6k	284.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$2.4M	-4%	7.1k	344.18	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$2.4M	+7%	42k	57.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$2.4M	+5%	33k	74.22	View chart
Illinois Tool Works (ITW)	0.0	$2.4M		9.0k	268.33	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$2.4M	+15%	93k	25.78	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.0	$2.4M	+84%	15k	155.74	View chart
Coca-Cola Company (KO)	0.0	$2.3M		38k	61.18	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$2.3M		18k	127.12	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$2.3M		48k	47.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$2.3M		7.9k	286.60	View chart
Tesla Motors (TSLA)	0.0	$2.2M	+18%	13k	175.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$2.2M		24k	93.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$2.2M	-3%	32k	67.86	View chart
Nextera Energy (NEE)	0.0	$2.2M	-3%	34k	63.91	View chart
Vanguard World Health Car Etf (VHT)	0.0	$2.2M	+2%	8.1k	270.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.2M	+10%	26k	84.09	View chart
Chevron Corporation (CVX)	0.0	$2.2M	+3%	14k	157.74	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$2.1M	NEW	91k	23.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$2.0M	+11%	27k	75.40	View chart
General Dynamics Corporation (GD)	0.0	$2.0M		7.2k	282.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$2.0M		55k	36.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$2.0M		15k	131.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$2.0M		27k	72.63	View chart
Quanterix Ord (QTRX)	0.0	$2.0M	+18%	83k	23.56	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$2.0M	NEW	40k	49.16	View chart
Cisco Systems (CSCO)	0.0	$1.9M		39k	49.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.9M		3.7k	524.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.9M	+9%	9.1k	210.30	View chart
Key (KEY)	0.0	$1.9M	-7%	120k	15.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.9M		46k	41.08	View chart
Linde SHS (LIN)	0.0	$1.9M	+3%	4.1k	464.32	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$1.9M	NEW	63k	30.02	View chart
AFLAC Incorporated (AFL)	0.0	$1.8M		22k	85.86	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$1.8M	+4%	35k	52.26	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.0	$1.8M		39k	46.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.8M		16k	110.50	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$1.8M	+120%	78k	23.23	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.8M	+22%	26k	68.80	View chart
Eaton Corp SHS (ETN)	0.0	$1.8M	+3%	5.6k	312.69	View chart
Abbott Laboratories (ABT)	0.0	$1.8M		16k	113.66	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.7M	+4%	38k	46.00	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$1.7M		30k	57.05	View chart
Federal Agric Mtg Corp CL C (AGM)	0.0	$1.7M	+46%	8.8k	196.88	View chart
Motorola Solutions Com New (MSI)	0.0	$1.7M	+376%	4.8k	355.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.7M	-9%	73k	22.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.7M	+5%	12k	135.06	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$1.6M	-2%	9.0k	183.90	View chart
Elevation Series Trust Sovereigns Capit (SOVF)	0.0	$1.6M	NEW	55k	29.75	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$1.6M	-3%	16k	101.50	View chart
Advanced Micro Devices (AMD)	0.0	$1.6M	+24%	9.0k	180.49	View chart
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)	0.0	$1.6M	+19%	65k	25.05	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$1.6M	+25%	67k	23.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.6M		33k	48.21	View chart
Visa Com Cl A (V)	0.0	$1.6M	+12%	5.7k	279.06	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.0	$1.6M	+137%	64k	24.81	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.6M		3.5k	454.83	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.6M	-29%	63k	25.25	View chart
Analog Devices (ADI)	0.0	$1.6M		8.0k	197.79	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$1.6M		44k	35.38	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$1.6M		31k	50.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.5M		13k	118.29	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.5M	+14%	3.2k	481.61	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$1.5M	+414%	25k	61.90	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.5M		29k	52.47	View chart
TransDigm Group Incorporated (TDG)	0.0	$1.5M	NEW	1.2k	1231.60	View chart
Summit Matls Cl A (SUM)	0.0	$1.5M	+40%	34k	44.57	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$1.5M	+2%	18k	82.97	View chart
Costco Wholesale Corporation (COST)	0.0	$1.5M	+26%	2.0k	732.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$1.5M	+9%	30k	49.95	View chart
Norfolk Southern (NSC)	0.0	$1.5M	+3%	5.7k	254.89	View chart
Casella Waste Sys Cl A (CWST)	0.0	$1.5M	NEW	15k	98.87	View chart
Elf Beauty (ELF)	0.0	$1.4M	-21%	7.4k	196.03	View chart
Chubb (CB)	0.0	$1.4M		5.5k	259.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.4M		15k	93.19	View chart
Nike CL B (NKE)	0.0	$1.4M	+30%	15k	93.98	View chart
Casey's General Stores (CASY)	0.0	$1.4M	NEW	4.3k	318.45	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$1.4M		27k	49.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.3M	-8%	23k	57.86	View chart
Pfizer (PFE)	0.0	$1.3M	+5%	48k	27.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.3M	+18%	22k	58.11	View chart
Netflix (NFLX)	0.0	$1.3M	+5%	2.1k	607.33	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$1.3M	+2%	62k	20.30	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$1.3M		39k	32.48	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.3M	+32%	13k	100.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$1.2M	+6%	21k	57.96	View chart
Target Corporation (TGT)	0.0	$1.2M		6.9k	177.22	View chart
BlackRock (BLK)	0.0	$1.2M		1.5k	833.70	View chart
General Electric Com New (GE)	0.0	$1.2M		6.9k	175.54	View chart
Kura Sushi Usa Cl A Com (KRUS)	0.0	$1.2M	-36%	11k	115.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$1.2M	-2%	29k	42.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M	+2%	5.8k	205.72	View chart
Ishares Tr Ibonds Dec (IBMM)	0.0	$1.2M	+9%	46k	25.95	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$1.2M		25k	48.33	View chart
CSX Corporation (CSX)	0.0	$1.2M	-4%	32k	37.07	View chart
Intuit (INTU)	0.0	$1.2M	+2%	1.8k	650.00	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$1.2M	+18%	16k	72.33	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.2M	+4%	11k	110.21	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.2M	-2%	9.4k	124.17	View chart
Paychex (PAYX)	0.0	$1.2M		9.4k	122.80	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$1.2M	-7%	34k	33.59	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$1.1M		19k	60.38	View chart
Becton, Dickinson and (BDX)	0.0	$1.1M		4.6k	247.43	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$1.1M	+8%	43k	26.46	View chart
Abbvie (ABBV)	0.0	$1.1M		6.2k	182.10	View chart

Past Filings by Valmark Advisers

SEC 13F filings are viewable for Valmark Advisers going back to 2010

Valmark Advisers 2024 Q1 filed May 6, 2024
Valmark Advisers 2023 Q4 filed Feb. 2, 2024
Valmark Advisers 2023 Q3 filed Nov. 8, 2023
Valmark Advisers 2023 Q2 filed Aug. 3, 2023
Valmark Advisers 2023 Q1 filed May 2, 2023
Valmark Advisers 2022 Q4 filed Feb. 7, 2023
Valmark Advisers 2022 Q3 filed Nov. 3, 2022
Valmark Advisers 2022 Q2 filed Aug. 1, 2022
Valmark Advisers 2022 Q1 filed May 10, 2022
Valmark Advisers 2021 Q4 filed Feb. 2, 2022
Valmark Advisers 2021 Q3 filed Nov. 9, 2021
Valmark Advisers 2021 Q2 filed Aug. 6, 2021
Valmark Advisers 2021 Q1 filed May 4, 2021
Valmark Advisers 2020 Q4 filed Feb. 3, 2021
Valmark Advisers 2020 Q3 filed Nov. 9, 2020
Valmark Advisers 2020 Q2 filed July 31, 2020

View all past filings

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