• 13F History

Valmark Advisers, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$6.45B
Signature - Title
Michael McClary - VP, CIO, ValMark Advisers,Inc.
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by Valmark Advisers, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valmark Advisers, Inc. reported 590 stock holdings with total value $6.45B as of Q4 2024. Top holdings included VEA, SPYG, SPYV, SPMD, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 590 $6.45B +$440M -$143M +$297M VEA, SPYG, SPYV, SPMD, VOO 13F-HR 1/30/2025, 05:19 PM
Q3 2024 581 $6.39B +$211M -$39.5M +$171M VEA, SPYV, SPYG, SPMD, VOO 13F-HR 10/25/2024, 01:19 PM
Q2 2024 557 $5.89B +$250M -$120M +$130M VEA, SPYG, SPYV, SPMD, VTIP 13F-HR 7/31/2024, 07:46 PM
Q1 2024 534 $5.74B +$299M -$96.2M +$202M VEA, SPYV, SPYG, SPMD, VOO 13F-HR 5/3/2024, 08:12 PM
Q4 2023 495 $5.34B +$178M -$47.4M +$131M VEA, SPYV, SPYG, SPMD, VOO 13F-HR 2/2/2024, 01:26 PM
Q3 2023 490 $4.82B +$105M -$33.5M +$71.7M VEA, SPYV, SPYG, SPMD, VTIP 13F-HR 11/7/2023, 08:16 PM
Q2 2023 470 $4.92B +$353M -$215M +$138M VEA, SPYV, SPYG, SPMD, VTIP 13F-HR 8/2/2023, 06:47 PM
Q1 2023 474 $4.64B +$193M -$40.6M +$153M VEA, SPYV, SPYG, VTIP, SPMD 13F-HR 5/1/2023, 09:03 PM
Q4 2022 445 $4.33B +$137M -$1.08B -$947M VEA, SPYV, SPYG, VTIP, SPMD 13F-HR 2/6/2023, 05:33 PM
Q3 2022 409 $4.97B +$180M -$36.5M +$143M VEA, VOO, SPYV, VTIP, SPMD 13F-HR 11/2/2022, 08:28 PM
Q2 2022 406 $5.15B +$251M -$83.2M +$168M VEA, VOO, SPYV, VTIP, SPMD 13F-HR 7/29/2022, 08:57 PM
Q1 2022 423 $5.67B +$336M -$203M +$133M VEA, VOO, SPYV, SPMD, VTIP 13F-HR 5/10/2022, 03:06 PM
Q4 2021 407 $5.8B +$201M -$71.3M +$130M VEA, VOO, SPYV, SPMD, VTIP 13F-HR 2/1/2022, 08:27 PM
Q3 2021 386 $5.46B +$187M -$97.4M +$89.1M VEA, VOO, SPYV, SPMD, VTIP 13F-HR 11/8/2021, 08:41 PM
Q2 2021 383 $5.45B +$270M -$197M +$73.7M VEA, VOO, SPYV, SPMD, VTIP 13F-HR 8/5/2021, 06:52 PM
Q1 2021 370 $5.18B +$153M -$111M +$42M VEA, VOO, SPMD, SPYV, VWO 13F-HR 5/3/2021, 08:46 PM
Q4 2020 345 $4.91B +$241M -$157M +$84.2M VEA, VOO, SPMD, SPYV, VWO 13F-HR 2/2/2021, 06:48 PM
Q3 2020 294 $4.4B +$128M -$158M -$29.8M VEA, VOO, VTIP, SPMD, VWO 13F-HR 11/9/2020, 11:05 AM
Q2 2020 276 $4.25B +$181M -$280M -$99.6M VEA, VOO, VWO, VTIP, SPMD 13F-HR 7/31/2020, 10:53 AM
Q1 2020 233 $3.83B +$446M -$358M +$87.5M VEA, VOO, VTIP, VWO, SPYV 13F-HR 5/1/2020, 04:53 PM
Q4 2019 240 $4.61B +$37.8M -$162M -$124M VEA, VOO, IJH, VWO, SPYV 13F-HR 1/31/2020, 06:12 AM
Q3 2019 238 $4.5B +$112M -$143M -$30.6M VEA, VOO, IJH, VWO, SPYV 13F-HR 11/6/2019, 03:18 PM
Q2 2019 228 $4.55B +$119M -$143M -$23.6M VEA, VOO, IJH, VWO, VTIP 13F-HR 8/7/2019, 04:56 PM
Q1 2019 219 $4.49B +$953M -$1.02B -$70.5M VEA, VOO, IJH, VWO, VTIP 13F-HR 5/9/2019, 07:35 PM
Q4 2018 199 $4.17B +$247M -$75.7M +$172M VEU, VOO, IJH, IJR, LQD 13F-HR 2/7/2019, 07:04 AM
Q3 2018 201 $4.56B +$23.7M -$62.6M -$38.9M VEU, VOO, IJH, IJR, SPYV 13F-HR 11/2/2018, 03:55 PM
Q2 2018 186 $4.52B +$641M -$513M +$129M VEU, VOO, IJH, IJR, SPYV 13F-HR 8/7/2018, 11:29 AM
Q1 2018 189 $4.56B +$740M -$786M -$46.8M VEU, VOO, IJH, IJR, LQD 13F-HR 5/7/2018, 12:20 PM
Q4 2017 188 $4.66B +$610M -$360M +$250M VEU, IVE, IJH, IVW, IJR 13F-HR 2/9/2018, 04:06 PM
Q3 2017 81 $4.27B +$103M -$116M -$12.6M VEU, IVE, IVW, IJH, IJR 13F-HR 11/6/2017, 04:18 PM
Q2 2017 78 $4.15B +$29.4M -$33.1M -$3.75M VEU, IVE, IVW, IJH, IJR 13F-HR 7/31/2017, 05:04 PM
Q1 2017 74 $4.08B +$386M -$140M +$247M VEU, IVE, IVW, IJH, IJR 13F-HR 5/8/2017, 12:27 PM
Q4 2016 75 $3.96B +$105M -$171M -$66M VEU, IVE, IVW, IJH, IJR 13F-HR 1/23/2017, 04:49 PM
Q3 2016 74 $4B +$88.2M -$175M -$87M VEU, IVE, IVW, IJH, IJR 13F-HR 11/4/2016, 04:28 PM
Q2 2016 73 $3.97B +$76M -$167M -$91.2M VEU, IVE, IVW, IJH, IJR 13F-HR 8/15/2016, 10:27 AM
Q1 2016 69 $3.99B +$21.9M -$65M -$43.1M VEU, IVE, IVW, IJH, IJR 13F-HR 5/9/2016, 07:00 PM
Q4 2015 66 $3.89B +$123M -$307M -$184M VEU, IVE, IVW, IJH, IJR 13F-HR 2/1/2016, 06:08 PM
Q3 2015 61 $4.14B +$85.5M -$80.1M +$5.39M VEU, IVE, IVW, IJH, IJR 13F-HR 11/10/2015, 08:35 AM
Q2 2015 60 $4.4B +$67.5M -$2.75M +$64.7M VEU, IVE, IVW, IJH, IJR 13F-HR 7/24/2015, 05:28 PM
Q1 2015 58 $4.37B +$35.5M -$31.9M +$3.66M VEU, IVE, IVW, IJH, IJR 13F-HR 5/4/2015, 07:32 PM
Q4 2014 54 $4.29B +$239M -$150M +$89.3M VEU, IVE, IVW, IJH, IJR 13F-HR 2/6/2015, 03:33 PM
Q3 2014 52 $4.17B +$161M -$1.12M +$160M VEU, IVE, IVW, IJH, IJR 13F-HR 11/6/2014, 04:19 PM
Q2 2014 54 $4.17B +$203M -$55.4M +$148M VEU, IVE, IVW, IJH, IJR 13F-HR 7/28/2014, 03:38 PM
Q1 2014 54 $3.89B +$238M -$3.09M +$235M VEU, IVW, IJH, IVE, IJR 13F-HR 4/4/2014, 04:34 PM
Q4 2013 60 $3.64B VEU, IVW, IJH, IVE, IJR 13F-HR 1/30/2014, 05:04 PM