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 51.30% of Valmark Advisers's total stock portfolio.
- Added to shares of these 10 stocks: SCPB (+$43.93M), VEU (+$39.50M), Flexshares Tr mornstar upstr (+$34.95M), Vanguard Charlotte Fds intl bd idx etf (+$32.00M), Flexshares Tr iboxx 3r targt (+$13.38M), STPZ (+$10.48M), Wisdomtree Tr em lcl debt fd (+$9.93M), HYG (+$9.85M), VWO (+$9.52M), VSS (+$7.41M).
- Started 6 new stock positions in GE, Spdr Short-term High Yield mf, Kinder Morgan, EEM, Vanguard Charlotte Fds intl bd idx etf, VTI.
- Reduced shares in these 10 stocks: WIP (-$67.23M), CUT (-$19.79M), IVW (-$17.18M), IJR (-$14.73M), IVE (-$11.56M), RWR (-$10.40M), IJH (-$8.48M), KMP, PG, TFI.
- Sold out of its positions in KMP, PG, GLD, CWB.
- As of Dec. 31, 2014, Valmark Advisers has $4.29B in assets under management (AUM). Assets under management grew from a total value of $4.17B to $4.29B.
- Independent of market fluctuations, Valmark Advisers was a net buyer by $88.25M worth of stocks in the most recent quarter.
Valmark Advisers portfolio companies for December 2014 quarter
Past 13F-HR SEC Filings for Valmark Advisers
- 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