>
  1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Valmark Advisers, Inc. Buys SPDR SERIES TRUST, SPDR SERIES TRUST, Invesco MSCI Global Timber ETF, Sells SPDR Russell Small Cap Complet, ISHARES TRUST, ISHARES TRUST

Akron, OH, based Investment company Valmark Advisers, Inc. (Current Portfolio) buys SPDR SERIES TRUST, SPDR SERIES TRUST, Invesco MSCI Global Timber ETF, ISHARES GOLD TRUST, VANGUARD WORLD FD, sells SPDR Russell Small Cap Complet, ISHARES TRUST, ISHARES TRUST, WISDOMTREE TRUST, Invesco S P SmallCap Low Volatility ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Valmark Advisers, Inc.. As of 2020Q2, Valmark Advisers, Inc. owns 258 stocks with a total value of $4.2 billion. These are the details of the buys and sells.

For the details of Valmark Advisers, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/valmark+advisers%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Valmark Advisers, Inc.
  1. VANGUARD TAX MANAG (VEA) - 11,808,716 shares, 10.81% of the total portfolio. Shares reduced by 5.18%
  2. VANGUARD INDEX FDS (VOO) - 1,259,594 shares, 8.43% of the total portfolio. Shares reduced by 8.11%
  3. VANGUARD INTL EQUI (VWO) - 6,804,725 shares, 6.36% of the total portfolio. Shares reduced by 6.44%
  4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 5,123,621 shares, 6.07% of the total portfolio. Shares added by 0.37%
  5. SPDR SERIES TRUST (SPMD) - 8,194,334 shares, 6.04% of the total portfolio. New Position
New Purchase: SPDR SERIES TRUST (SPMD)

Valmark Advisers, Inc. initiated holding in SPDR SERIES TRUST. The purchase prices were between $23.46 and $34.21, with an estimated average price of $29.14. The stock is now traded at around $34.02. The impact to a portfolio due to this purchase was 6.04%. The holding were 8,194,334 shares as of .

New Purchase: Invesco MSCI Global Timber ETF (CUT)

Valmark Advisers, Inc. initiated holding in Invesco MSCI Global Timber ETF. The purchase prices were between $19.63 and $26.27, with an estimated average price of $23.09. The stock is now traded at around $27.27. The impact to a portfolio due to this purchase was 0.14%. The holding were 247,826 shares as of .

New Purchase: First Trust Capital Strength ETF (FTCS)

Valmark Advisers, Inc. initiated holding in First Trust Capital Strength ETF. The purchase prices were between $47.78 and $59.86, with an estimated average price of $55.79. The stock is now traded at around $63.84. The impact to a portfolio due to this purchase was 0.1%. The holding were 72,002 shares as of .

New Purchase: ISHARES TRUST (JKG)

Valmark Advisers, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $142.82 and $200.05, with an estimated average price of $173.25. The stock is now traded at around $202.67. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,267 shares as of .

New Purchase: ISHARES TRUST (JKH)

Valmark Advisers, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $208.45 and $294.09, with an estimated average price of $263.36. The stock is now traded at around $319.60. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,230 shares as of .

New Purchase: Bandwidth Inc (BAND)

Valmark Advisers, Inc. initiated holding in Bandwidth Inc. The purchase prices were between $63.61 and $129.35, with an estimated average price of $100.22. The stock is now traded at around $153.32. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,913 shares as of .

Added: SPDR SERIES TRUST (SPSM)

Valmark Advisers, Inc. added to a holding in SPDR SERIES TRUST by 30.90%. The purchase prices were between $19.87 and $29.39, with an estimated average price of $24.52. The stock is now traded at around $29.23. The impact to a portfolio due to this purchase was 1.05%. The holding were 7,088,175 shares as of .

Added: ISHARES GOLD TRUST (IAU)

Valmark Advisers, Inc. added to a holding in ISHARES GOLD TRUST by 2470.88%. The purchase prices were between $15.07 and $16.99, with an estimated average price of $16.36. The stock is now traded at around $18.57. The impact to a portfolio due to this purchase was 0.12%. The holding were 311,694 shares as of .

Added: VANGUARD WORLD FD (MGK)

Valmark Advisers, Inc. added to a holding in VANGUARD WORLD FD by 321.52%. The purchase prices were between $121.38 and $165.27, with an estimated average price of $148.71. The stock is now traded at around $184.53. The impact to a portfolio due to this purchase was 0.1%. The holding were 32,891 shares as of .

Added: SPDR INDEX SHS FDS (SPDW)

Valmark Advisers, Inc. added to a holding in SPDR INDEX SHS FDS by 64.84%. The purchase prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $29.78. The impact to a portfolio due to this purchase was 0.08%. The holding were 301,459 shares as of .

Added: ISHARES TRUST (IWM)

Valmark Advisers, Inc. added to a holding in ISHARES TRUST by 469.85%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $157.44. The impact to a portfolio due to this purchase was 0.07%. The holding were 26,287 shares as of .

Added: SPDR INDEX SHS FDS (SPEM)

Valmark Advisers, Inc. added to a holding in SPDR INDEX SHS FDS by 55.09%. The purchase prices were between $27.38 and $34.3, with an estimated average price of $31.2. The stock is now traded at around $36.87. The impact to a portfolio due to this purchase was 0.05%. The holding were 159,031 shares as of .

Sold Out: SPDR Russell Small Cap Complet (EMM)

Valmark Advisers, Inc. sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.

Sold Out: WISDOMTREE TRUST (DON)

Valmark Advisers, Inc. sold out a holding in WISDOMTREE TRUST. The sale prices were between $22.03 and $31.84, with an estimated average price of $26.74.

Sold Out: Invesco S P SmallCap Low Volatility ETF (XSLV)

Valmark Advisers, Inc. sold out a holding in Invesco S P SmallCap Low Volatility ETF. The sale prices were between $29.54 and $36.83, with an estimated average price of $33.23.

Sold Out: Raytheon Co (RTN)

Valmark Advisers, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: PIMCO ETF TRUST (STPZ)

Valmark Advisers, Inc. sold out a holding in PIMCO ETF TRUST. The sale prices were between $51.64 and $53.25, with an estimated average price of $52.64.

Sold Out: Canadian Imperial Bank of Commerce (CM)

Valmark Advisers, Inc. sold out a holding in Canadian Imperial Bank of Commerce. The sale prices were between $54.64 and $74.01, with an estimated average price of $62.32.



Here is the complete portfolio of Valmark Advisers, Inc.. Also check out:

1. Valmark Advisers, Inc.'s Undervalued Stocks
2. Valmark Advisers, Inc.'s Top Growth Companies, and
3. Valmark Advisers, Inc.'s High Yield stocks
4. Stocks that Valmark Advisers, Inc. keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
wigbertHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)