Institutions / Valmark Advisers, Inc. / Activity
Activity — Valmark Advisers, Inc.
648 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 25434V708 Common stock | $39 | +1 +<0.01% | 14,345 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Tractor Supply Co /De Common stock | $45 | +1 +0.01% | 7,984 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 21924B302 Common stock | $116 | +16 +0.16% | 10,016 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288448 Common stock | $213 | +5 +0.03% | 19,933 0.01% of portfolio | low |
| Q1 2026 as of | Add | Royal Caribbean Cruises Ltd Common stock | $275 | +1 +0.08% | 1,291 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Jackson Financial Inc. Common stock | $317 | +3 +0.14% | 2,093 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288810 Common stock | $373 | +7 +0.18% | 3,989 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 09290C715 Common stock | $444 | +18 +0.20% | 8,946 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $485 | +4 +0.07% | 5,346 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $622 | +2 +0.01% | 17,248 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464287622 Common stock | $713 | +2 +0.05% | 3,665 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-889 | -2 -0.31% | 643 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $954 | +19 +0.07% | 26,095 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Welltower, Inc. Common stock | $-989 | -5 -0.17% | 2,990 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Clorox Co /De Common stock | $-1.0K | -10 -0.39% | 2,570 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287192 Common stock | $-1.0K | -14 -0.37% | 3,774 <0.01% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.0K | +9 +0.40% | 2,271 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46435G524 Common stock | $1.3K | +15 +0.46% | 3,272 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287101 Common stock | $1.3K | +4 +0.58% | 691 <0.01% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.3K | +15 +0.36% | 4,174 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Ford Motor Co Common stock | $1.5K | +127 +1.13% | 11,407 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-1.6K | -14 -0.15% | 9,089 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464288240 Common stock | $-1.6K | -24 -0.35% | 6,852 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287788 Common stock | $-1.6K | -14 -0.21% | 6,669 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78464A821 Common stock | $1.7K | +18 +0.29% | 6,215 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Deckers Outdoor Corp Common stock | $1.9K | +19 +0.53% | 3,577 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287770 Common stock | $-2.0K | -24 -0.68% | 3,495 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | CME Group Inc Common stock | $-2.7K | -9 -0.60% | 1,486 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Adobe Inc. Common stock | $-2.7K | -11 -0.63% | 1,738 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 81589A205 Common stock | $2.7K | +59 +1.22% | 4,880 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 922908637 Common stock | $-2.7K | -9 -0.94% | 948 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-2.9K | -12 -0.09% | 13,742 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Sherwin Williams Co Common stock | $-2.9K | -9 -1.06% | 844 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287473 Common stock | $-2.9K | -20 -0.74% | 2,688 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-3.2K | -9 -0.41% | 2,162 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Marriott International Inc/MD Common stock | $-3.3K | -10 -0.39% | 2,539 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $3.4K | +56 +0.84% | 6,730 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287648 Common stock | $3.5K | +11 +0.77% | 1,442 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Sb Financial Group, Inc. Common stock | $3.5K | +166 +0.73% | 22,917 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78463X871 Common stock | $3.8K | +90 +0.21% | 42,053 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Truist Financial Corp Common stock | $-4.2K | -91 -0.91% | 9,946 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 66538H534 Common stock | $4.2K | +89 +1.05% | 8,575 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 47103U852 Common stock | $-4.2K | -94 -1.36% | 6,831 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-4.3K | -10 -0.31% | 3,231 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-4.4K | -85 -1.63% | 5,138 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 21924U300 Common stock | $4.4K | +633 +5.00% | 13,300 <0.01% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $4.8K | +24 +0.74% | 3,257 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 922908611 Common stock | $4.8K | +22 +0.93% | 2,387 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288307 Common stock | $4.8K | +61 +1.97% | 3,158 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46137V258 Common stock | $-4.8K | -45 -1.48% | 2,989 <0.01% of portfolio | low |