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 51.48% of Valmark Advisers's total stock portfolio.
- Added to shares of these 10 stocks: VEU (+$27.26M), DGS (+$22.01M), IJR (+$16.90M), IJH (+$11.68M), Flexshares Tr iboxx 3r targt (+$9.34M), HYG (+$7.28M), RWX (+$6.74M), Flexshares Tr mornstar upstr (+$6.50M), VWO (+$6.17M), IVE (+$6.05M).
- Started 1 new stock positions in DGS.
- Reduced shares in these 10 stocks: (-$21.76M), IVW, MUAC, Spdr Index Shs Fds s^p global nat res, Fs Investment Corporation, DVY, TFI, SHM, CWB, SHW.
- Sold out of its positions in Fs Investment Corporation, MUAC, GXC.
- As of Sept. 30, 2014, Valmark Advisers has $4.17B in assets under management (AUM). Assets under management grew from a total value of $4.17B to $4.17B.
- Independent of market fluctuations, Valmark Advisers was a net buyer by $137.35M worth of stocks in the most recent quarter.
Valmark Advisers portfolio companies for September 2014 quarter
Past 13F-HR SEC Filings for Valmark Advisers
- 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