Valmark Advisers, Inc.
Top Portfolio Positions
250 positions ·
$416,625,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
211,690 | $53,724,805 | 12.90% |
| MSFT |
Microsoft Corp
Technology
|
58,850 | $21,784,504 | 5.23% |
| NVDA |
Nvidia Corp
Technology
|
98,815 | $17,233,336 | 4.14% |
| XOM |
Exxon Mobil Corp
Energy
|
69,206 | $11,741,489 | 2.82% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,808 | $11,414,862 | 2.74% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
36,638 | $10,777,434 | 2.59% |
| SPY |
Spdr S&P 500 Etf Trust
|
15,753 | $10,244,806 | 2.46% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
66,858 | $9,656,969 | 2.32% |
| WMT |
Walmart Inc.
Consumer Defensive
|
68,837 | $8,555,062 | 2.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,048 | $6,915,242 | 1.66% |
Portfolio Trend
Holdings in CELU
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,477 | 49,983 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $55,481 | 49,983 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $103,464 | 49,983 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $97,966 | 49,983 | Shares | Sole | 2025-07-23 | |
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