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 | 316092782 Common stock | $4.9K | +70 +0.43% | 16,380 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 78468R747 Common stock | $-5.1K | -40 -1.72% | 2,292 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | SSGA Active Trust Common stock | $-5.4K | -126 -1.19% | 10,480 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Marathon Petroleum Corp Common stock | $-5.4K | -22 -0.59% | 3,686 0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287796 Common stock | $6.0K | +92 +2.09% | 4,485 <0.01% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $6.0K | +57 +0.61% | 9,382 0.01% of portfolio | low |
| Q1 2026 as of | Add | Analog Devices Inc Common stock | $6.0K | +19 +0.25% | 7,511 0.03% of portfolio | low |
| Q1 2026 as of | Add | 46435G425 Common stock | $6.1K | +43 +1.08% | 4,035 <0.01% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $6.4K | +48 +0.41% | 11,765 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287481 Common stock | $-6.4K | -50 -0.98% | 5,033 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | FactSet Research Systems Inc Common stock | $-6.5K | -30 -1.57% | 1,877 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 09290C723 Common stock | $6.5K | +269 +1.86% | 14,727 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-6.7K | -7 -0.50% | 1,389 0.02% of portfolio | low |
| Q1 2026 as of | Add | 922908512 Common stock | $6.8K | +37 +2.01% | 1,878 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288661 Common stock | $7.1K | +60 +0.92% | 6,568 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 921909768 Common stock | $-7.2K | -93 -0.12% | 79,120 0.07% of portfolio | low |
| Q1 2026 as of | Trim | FirstEnergy Corp Common stock | $-7.2K | -142 -2.65% | 5,216 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $7.5K | +132 +0.26% | 51,865 0.03% of portfolio | low |
| Q1 2026 as of | Add | 74348A467 Common stock | $7.5K | +71 +0.63% | 11,341 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 921910816 Common stock | $-7.7K | -21 -0.26% | 7,959 0.03% of portfolio | low |
| Q1 2026 as of | Add | 921932844 Common stock | $7.9K | +77 +2.07% | 3,802 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 33739N108 Common stock | $8.0K | +158 +3.69% | 4,443 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-8.1K | -56 -1.21% | 4,556 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Aflac Inc Common stock | $-8.2K | -75 -0.42% | 17,658 0.02% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $8.6K | +16 +1.86% | 877 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $8.6K | +30 +0.52% | 5,848 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 92204A801 Common stock | $-9.0K | -40 -1.02% | 3,890 0.01% of portfolio | low |
| Q1 2026 as of | Add | Dominion Energy, Inc Common stock | $9.3K | +150 +0.66% | 22,788 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-9.6K | -62 -0.35% | 17,417 0.03% of portfolio | low |
| Q1 2026 as of | Add | 90470L469 Common stock | $10.2K | +254 +1.18% | 21,810 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-10.3K | -62 -1.12% | 5,462 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 37954Y673 Common stock | $-10.3K | -202 -2.07% | 9,576 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Csx Corp Common stock | $10.4K | +254 +0.82% | 31,110 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287630 Common stock | $10.4K | +55 +2.32% | 2,424 <0.01% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $10.6K | +35 +1.90% | 1,878 <0.01% of portfolio | low |
| Q1 2026 as of | Add | American Financial Group Inc Common stock | $10.9K | +85 +1.03% | 8,307 0.01% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $10.9K | +22 +0.53% | 4,159 0.02% of portfolio | low |
| Q1 2026 as of | Add | General Dynamics Corp Common stock | $11.0K | +32 +0.46% | 7,010 0.03% of portfolio | low |
| Q1 2026 as of | Add | 891160509 Common stock | $11.4K | +122 +0.77% | 16,057 0.02% of portfolio | low |
| Q1 2026 as of | Add | Chipotle Mexican Grill Inc Common stock | $12.1K | +377 +2.92% | 13,275 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-12.1K | -20 -0.55% | 3,584 0.03% of portfolio | low |
| Q1 2026 as of | Add | 746729813 Common stock | $12.6K | +1K +0.69% | 209,452 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-12.6K | -62 -0.51% | 12,142 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287556 Common stock | $12.7K | +75 +3.18% | 2,435 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-12.7K | -68 -1.59% | 4,204 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-13.3K | -475 -1.19% | 39,369 0.01% of portfolio | low |
| Q1 2026 as of | Add | 78468R770 Common stock | $13.6K | +113 +3.22% | 3,619 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 78467X109 Common stock | $13.9K | +30 +0.81% | 3,740 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287549 Common stock | $-14.0K | -118 -2.11% | 5,486 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 35473P488 Common stock | $-14.1K | -690 -2.07% | 32,591 <0.01% of portfolio | low |