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 51.58% of Valmark Advisers's total stock portfolio.
- Added to shares of these 10 stocks: IVE (+$92.37M), VEU (+$18.51M), Flexshares Tr iboxx 3r targt (+$13.59M), IVW (+$10.44M), HYG (+$9.87M), STPZ (+$7.91M), LQD (+$7.77M), CUT, SCPB, Wisdomtree Tr em lcl debt fd.
- Started 2 new stock positions in MUAC, Fs Investment Corporation.
- Reduced shares in these 10 stocks: IJH (-$53.72M), VDE, Liberator Medical Hld, SHY, Spdr Index Shs Fds s^p global nat res, Pimco Etf Tr 0-5 high yield, SHM, XOM, Cesca Therapeutics, XLU.
- Sold out of its positions in Cesca Therapeutics, Liberator Medical Hld.
- As of June 30, 2014, Valmark Advisers has $4.17B in assets under management (AUM). Assets under management grew from a total value of $3.89B to $4.17B.
- Independent of market fluctuations, Valmark Advisers was a net buyer by $147.39M worth of stocks in the most recent quarter.
Valmark Advisers portfolio companies for June 2014 quarter
Past 13F-HR SEC Filings for Valmark Advisers
- 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