Investmark Advisory Group LLC Purchases in Q1 2025

Investmark Advisory Group LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.26K
+ 0.89%
$21.56 - $28.28 $27.2K - $35.7K
144K $4.06M
MO
Altria Group, Inc.

Consumer Defensive
1.09K
+ 1.36%
$50.81 - $60.02 $55.2K - $65.2K
81.1K $4.87M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.71K
New
$56.12 - $68.15 $433K - $525K
7.71K $523K
JNJ
Johnson & Johnson

Healthcare
159
+ 0.78%
$142.06 - $167.7 $22.6K - $26.7K
20.6K $3.42M
PDI
Pimco Dynamic Income Fund

Financial Services
20.4K
New
$18.51 - $20.05 $377K - $408K
20.4K $403K
WPC
W. P. Carey Inc.

Real Estate
1.85K
+ 5.61%
$53.5 - $65.05 $98.9K - $120K
34.8K $2.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.29K
+ 1.06%
$39.96 - $43.3 $211K - $229K
506K $20.9M
PFE
Pfizer Inc

Healthcare
12.9K
+ 15.53%
$25.01 - $27.13 $321K - $349K
95.6K $2.42M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.61K
New
$25.35 - $27.46 $193K - $209K
7.61K $201K
LMT
Lockheed Martin Corp

Industrials
770
+ 20.16%
$423.19 - $506.29 $326K - $390K
4.59K $2.05M
AVEM
American Centy ETF Tr Avantis

ETFs
2.96K
+ 81.75%
$57.11 - $62.4 $169K - $184K
6.57K $395K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.3K
+ 4.39%
$25.1 - $27.85 $32.5K - $36.1K
30.8K $829K
V
Visa Inc.

Financial Services
1
+ 0.05%
$306.92 - $362.71 $307 - $363
1.9K $664K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.11%
$275.89 - $345.24 $276 - $345
928 $320K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.25%
$114.1 - $135.66 $799 - $950
2.8K $370K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.34K
+ 7.46%
$25.98 - $28.59 $34.8K - $38.3K
19.3K $529K
CGXU
Capital Group Intl Focus Equit

ETFs
2.5K
+ 2.37%
$24.48 - $26.59 $61.3K - $66.6K
108K $2.65M
DFIC
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.08%
$25.54 - $28.79 $434 - $489
21.3K $591K
VTV
Vanguard Value ETF

ETFs
127
+ 4.14%
$167.73 - $179.21 $21.3K - $22.8K
3.19K $551K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.28%
$279.74 - $321.29 $839 - $964
1.07K $333K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
241
+ 8.54%
$77.7 - $78.94 $18.7K - $19K
3.06K $241K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.2%
$225.19 - $279.95 $1.35K - $1.68K
3.05K $748K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.14%
$182.82 - $196.21 $1.28K - $1.37K
5.16K $970K
VEA
Vanguard Ftse Developed Market

ETFs
10
+ 0.22%
$47.4 - $52.99 $474 - $530
4.61K $234K
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 10.4%
$271.18 - $303.12 $23.9K - $26.7K
934 $256K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.18%
$461.52 - $548.18 $462 - $548
545 $285K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
53
+ 0.89%
$38.5 - $43.78 $2.04K - $2.32K
5.99K $246K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.05%
$42.5 - $46.71 $128 - $140
5.86K $265K
IYG
Ishares Tr

ETFs
16
+ 0.26%
$74.6 - $84.81 $1.19K - $1.36K
6.15K $483K
PEP
Pepsico Inc

Consumer Defensive
326
+ 1.47%
$142.64 - $156.42 $46.5K - $51K
22.5K $3.38M
FPE
First Tr Pfd Secs & Income ETF

ETFs
170
+ 1.02%
$17.53 - $17.87 $2.98K - $3.04K
16.8K $295K
FSCO
Fs Cr Opportunities Corp Com
1.11K
+ 0.98%
N/A
115K $0
Fidelity Covington Trust
9.8K
New
N/A
9.8K $0
Dimensional ETF Trust
185
+ 0.24%
N/A
77.7K $0
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.08%
$127.9 - $140.56 $256 - $281
2.59K $331K
IWM
Ishares Russell 2000 ETF

ETFs
81
+ 5.5%
$198.1 - $229.79 $16K - $18.6K
1.55K $309K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.19%
$302.31 - $337.54 $605 - $675
1.05K $322K
FDVV
Fidelity High Dividend ETF

ETFs
198
+ 0.23%
$48.86 - $52.28 $9.67K - $10.4K
84.9K $4.21M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.19%
$149.27 - $169.4 $448 - $508
1.61K $243K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.34%
$102.49 - $119.96 $820 - $960
2.39K $250K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.06K
+ 1.16%
$32.57 - $35.82 $34.5K - $37.9K
92.5K $3.07M
VBR
Vanguard Small Cap Value ETF

ETFs
29
+ 1.14%
$183.02 - $207.75 $5.31K - $6.02K
2.57K $478K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.38%
$507.05 - $563.67 $2.54K - $2.82K
1.34K $686K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$161.27 - $192.3 $323 - $385
1.69K $272K
IWP
Ishares Russell Mid Cap Growth

ETFs
85
+ 1.48%
$114.9 - $139.6 $9.77K - $11.9K
5.82K $683K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.06%
$254.58 - $302.92 $255 - $303
1.68K $430K
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 2.5%
$551.42 - $612.93 $86.6K - $96.2K
6.44K $3.6M
DFAU
Dimensional ETF Tr

ETFs
355
+ 0.49%
$37.84 - $42.29 $13.4K - $15K
72.8K $2.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.67K
+ 5.99%
$58.81 - $68.2 $274K - $318K
82.6K $4.93M
Activity Summary
Buys All Purchases 53 New Holdings 4 Increased Positions 49 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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