Latest statistics and disclosures from Valmark Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, IVE, IVW, IJH, IJR. These five stock positions account for 51.44% of Valmark Advisers's total stock portfolio.
- Added to shares of these 10 stocks: IVE (+$10.20M), Wisdomtree Tr em lcl debt fd, Flexshares Tr mornstar upstr, Flexshares Tr iboxx 3r targt, ISI, SCPB, Powershares Senior Loan Portfo mf, BSV, HYG, VDE.
- Started 7 new stock positions in MCD, ISI, CWB, Central Fd Cda Ltd cl a, DIS, BSV, VXF.
- Reduced shares in these 10 stocks: IJH (-$7.15M), VEU (-$6.50M), IJR, RWX, STPZ, MINT, RWR, VSS, IVW, CUT.
- Sold out of its positions in EEM, Pengrowth Energy, Spdr Short-term High Yield mf.
- As of March 31, 2015, Valmark Advisers has $4.37B in assets under management (AUM). Assets under management grew from a total value of $4.29B to $4.37B.
- Independent of market fluctuations, Valmark Advisers was a net buyer by $2.40M worth of stocks in the most recent quarter.
Valmark Advisers portfolio companies for March 2015 quarter
Past 13F-HR SEC Filings for Valmark Advisers
- Valmark Advisers 2014 Q4 - filed Feb. 6, 2015
- Valmark Advisers 2014 Q3 - filed Nov. 6, 2014
- Valmark Advisers 2014 Q2 - filed July 28, 2014
- Valmark Advisers 2014 Q1 - filed April 4, 2014
- Valmark Advisers 2013 Q4 - filed Jan. 31, 2014
- Valmark Advisers 2013 Q3 - filed Nov. 8, 2013
- Valmark Advisers 2013 Q2 - filed Aug. 5, 2013
- ValMark Advisers 2013 Q1 - filed May 1, 2013
- ValMark Advisers 2012 Q4 - filed Feb. 8, 2013
- ValMark Advisers 2012 Q3 - filed Oct. 25, 2012
- ValMark Advisers 2012 Q2 - filed Aug. 1, 2012
- ValMark Advisers 2012 Q1 - filed May 9, 2012
- ValMark Advisers 2011 Q4 - filed Jan. 24, 2012
- ValMark Advisers 2011 Q3 - filed Oct. 27, 2011
- ValMark Advisers 2011 Q2 - filed Aug. 1, 2011
- ValMark Advisers 2011 Q1 - filed May 9, 2011
- ValMark Advisers 2010 Q4 - filed Feb. 10, 2011