Valmark Advisers, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 601
- Total Value
- 6621484103
- Accession Number
- 0001085146-25-002236
- Form Type
- 13F-HR
- CIK
- 0001380443
- Manager Name
- Valmark Advisers, Inc.
Data Enrichment
55% identified332 identified269 unidentified
Holdings
601 positions
Manager:
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Page 15 of 31
14020Y201
Shares:
45844(+16.0%)
Value:
$1.2B(+15.6%)
78464A300
Shares:
14926(-5.2%)
Value:
$1.2B(-14.8%)
72201R833
Shares:
11539(+0.3%)
Value:
$1.2B(+0.6%)
46429B663
Shares:
9454(-8.1%)
Value:
$1.1B(-0.9%)
921078101
Shares:
37066(+88.8%)
Value:
$1.1B(+124.9%)
25434V500
Shares:
18631(+2.0%)
Value:
$1.1B(-6.3%)
808524714
Shares:
45033(+0.0%)
Value:
$1.1B(+1.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip14020Y201)✕ | 45.8K | YoY NEW(+45.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
2.9K | All Managers (Combined) | $1.2M | |||
5.3K | QoQ +0.05% (+3)YoY +1.24% (+65) | All Managers (Combined) | $1.2M | ||
Broadcom Inc.(AVGOcusip11135F101) | 7.2K | All Managers (Combined) | $1.2M | ||
(cusip78464A300)✕ | 14.9K | All Managers (Combined) | $1.2M | ||
Southern Co(SOcusip842587107) | 12.7K | All Managers (Combined) | $1.2M | ||
(cusip72201R833)✕ | 11.5K | QoQ +0.30% (+35)YoY -7.33% (-914) | All Managers (Combined) | $1.2M | |
Duke Energy Corp(DUKcusip26441C204) | 9.5K | QoQ -5.39% (-539)YoY -1.65% (-159) | All Managers (Combined) | $1.2M | |
(cusip46429B663)✕ | 9.5K | All Managers (Combined) | $1.1M | ||
45.6K | All Managers (Combined) | $1.1M | |||
Caterpillar Inc(CATcusip149123101) | 3.4K | QoQ +2.58% (-86) | All Managers (Combined) | $1.1M | |
(cusip921078101)✕ | 37.1K | YoY NEW(+37.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip25434V500)✕ | 18.6K | QoQ +2.05% (-375)YoY +3.33% (-602) | All Managers (Combined) | $1.1M | |
3.6K | All Managers (Combined) | $1.1M | |||
(cusip808524714)✕ | 45.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
8.6K | YoY NEW(+8.6K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
30.5K | All Managers (Combined) | $1.1M | |||
Starbucks Corp(SBUXcusip855244109) | 11.1K | QoQ -0.56% (-63)YoY +0.22% (+25) | All Managers (Combined) | $1.1M | |
23.9K | All Managers (Combined) | $1.1M | |||
8.2K | QoQ NEW(+8.2K) YoY NEW(+8.2K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |