Investmark Advisory Group LLC has filed its 13F form on May 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $19.1M, Dimensional ETF Tr U S Equity with a value of $12.8M, Apple Inc. with a value of $7.86M, Dimensional ETF Tr U S Core Eq with a value of $7.68M, and Capital Group Growth ETF Shs C with a value of $6.78M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $168M to 179M.

Below you can find more details about Investmark Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $104 Million
Technology: $17.7 Million
Consumer Defensive: $14.9 Million
Healthcare: $11.1 Million
Consumer Cyclical: $7.73 Million
Financial Services: $6.78 Million
Communication Services: $5.38 Million
Energy: $4.55 Million
Other: $5.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 116
  • Current Value $179 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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