VA

Valmark Advisers, Inc.

13F
Valmark Advisers, Inc.
Last update 2025-04-23 602 Stocks (38 new)
Value $6.63 Bil Turnover 4 %
Countries:
Top Holdings: VEA(9.00%)SPYV(6.12%)SPYG(5.75%)SPMD(4.92%)VTIP(4.52%)
Summary Stock Picks Current Portfolio
Valmark Advisers, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
11,740,187
596,753.7
+0.83%
9.000
+0.07%
0.400
+19.82%
+21.05%
158,122.4
 
SPYV
SPDR Portfolio S&P 500 Value ETF
7,945,035
405,752.9
+3.64%
6.120
+0.21%
1.600
+13.86%
+5.19%
27,227.7
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
4,744,344
381,302.9
+2.35%
5.750
+0.13%
1.250
+24.81%
+9.32%
37,985.9
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
6,369,152
325,973.2
+6.23%
4.920
+0.29%
2.680
+19.85%
+3.53%
13,604.4
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
5,999,869
299,393.5
+3.36%
4.520
+0.15%
2.220
+1.38%
+4.06%
15,001.5
 
VOO
Vanguard S&P 500 ETF
563,876
289,781.6
+4.57%
4.370
+0.19%
0.040
+19.52%
+7.30%
655,991.4
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
5,847,674
238,351.2
+8.65%
3.600
+0.29%
2.180
+21.67%
+0.02%
11,813.2
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
7,737,248
232,891.2
+3.29%
3.510
+0.11%
2.930
+1.77%
+2.99%
8,287.7
 
VWO
Vanguard FTSE Emerging Markets ETF
4,314,262
195,263.5
+2.47%
2.950
+0.07%
0.230
+18.52%
+12.99%
84,588.3
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2,657,632
180,745.6
+5.65%
2.730
+0.15%
1.900
+19.58%
+6.98%
10,667.7
 

Valmark Advisers, Inc.'s Historical Top Holdings Breakdowns

Valmark Advisers, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Add
Add
+0.29%
●
50.21 ($54.51) 57.73
$56.20
3.10%
Add 6.23%
6,369,152
373,475
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+0.29%
●
40.03 ($44.05) 46.81
$44.49
1.01%
Add 8.65%
5,847,674
465,430
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.24%
●
57.44 ($58.5) 59.4
$59.24
1.27%
Add 10.68%
2,782,017
268,472
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.21%
●
49.78 ($51.86) 53.19
$53.34
2.85%
Add 3.64%
7,945,035
278,742
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.19%
●
507.05 ($540.58) 563.67
$574.39
6.25%
Add 4.57%
563,876
24,659
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+0.15%
●
67.03 ($71.58) 74.61
$75.92
6.07%
Add 5.65%
2,657,632
142,218
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+0.15%
●
48.43 ($49.09) 49.9
$49.86
1.57%
Add 3.36%
5,999,869
195,252
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.13%
●
80.05 ($87.3) 92.39
$95.81
9.75%
Add 2.35%
4,744,344
109,101
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.12%
●
50.39 ($50.51) 50.66
$50.52
0.03%
Add 20.97%
930,368
161,263
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+0.11%
●
29.82 ($29.96) 30.1
$30.05
0.30%
Add 3.29%
7,737,248
246,234

Valmark Advisers, Inc. Total Holding History ($B)

To

Valmark Advisers, Inc.'s Asset Allocation

To

Valmark Advisers, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Valmark Advisers, Inc.'s Hypothetical Growth since 2025-03-31

Valmark Advisers, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Valmark Advisers, Inc.'s Holdings Heat Map

Size field:

Valmark Advisers, Inc.'s Holdings Bubble Chart

Valmark Advisers, Inc. News

  • 1

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