Valmark Advisers, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
332 identified269 unidentified

Holdings

601 positions
Manager:
SEC
Search and click to pin securities to the top
Page 15 of 31
14020Y201
14020Y201
Shares:
45844(+16.0%)
Value:
$1.2B(+15.6%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
2926(+80.0%)
Value:
$1.2B(+77.6%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
5285(+0.1%)
Value:
$1.2B(+14.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
7154(+0.3%)
Value:
$1.2B(-27.6%)
78464A300
78464A300
Shares:
14926(-5.2%)
Value:
$1.2B(-14.8%)
SOUTHERN CO
SO|842587107
Shares:
12662(+11.0%)
Value:
$1.2B(+24.0%)
72201R833
72201R833
Shares:
11539(+0.3%)
Value:
$1.2B(+0.6%)
Duke Energy CORP
DUK|26441C204
Shares:
9454(-5.4%)
Value:
$1.2B(+7.1%)
46429B663
46429B663
Shares:
9454(-8.1%)
Value:
$1.1B(-0.9%)
808524300
SCHG|808524300
Shares:
45587(-0.3%)
Value:
$1.1B(-10.4%)
CATERPILLAR INC
CAT|149123101
Shares:
3413(+2.6%)
Value:
$1.1B(-6.7%)
921078101
921078101
Shares:
37066(+88.8%)
Value:
$1.1B(+124.9%)
25434V500
25434V500
Shares:
18631(+2.0%)
Value:
$1.1B(-6.3%)
464287622
IWB|464287622
Shares:
3628(+13.2%)
Value:
$1.1B(+7.8%)
808524714
808524714
Shares:
45033(+0.0%)
Value:
$1.1B(+1.1%)
abrdn Precious Metals Basket ETF Trust
GLTR|003263100
Shares:
8565(+22.9%)
Value:
$1.1B(+45.0%)
46434V803
HEFA|46434V803
Shares:
30454(+2.2%)
Value:
$1.1B(+6.7%)
STARBUCKS CORP
SBUX|855244109
Shares:
11089(-0.6%)
Value:
$1.1B(+6.9%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
23870(-6.2%)
Value:
$1.1B(+6.4%)
AMERICAN FINANCIAL GROUP INC
AFG|025932104
Shares:
8222
Value:
$1.1B