Investmark Advisory Group LLC Incresed Positions in Q2 2025

Investmark Advisory Group LLC

  • $200 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.08K
+ 14.94%
$94.31 - $157.99 $196K - $329K
16K $2.53M
MSFT
Microsoft Corp

Technology
411
+ 8.01%
$354.56 - $497.45 $146K - $204K
5.54K $2.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.23%
$416.06 - $551.64 $5.41K - $7.17K
5.75K $3.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 1.71%
$496.48 - $617.85 $54.6K - $68K
6.55K $4.05M
FDVV
Fidelity High Dividend ETF

ETFs
2.22K
+ 2.61%
$43.6 - $52.02 $96.7K - $115K
87.1K $4.53M
NFLX
Netflix Inc

Communication Services
50
+ 9.38%
$855.86 - $1339.13 $42.8K - $67K
583 $780K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.53K
+ 57.0%
$55.15 - $68.11 $140K - $173K
6.98K $474K
VUG
Vanguard Growth ETF

ETFs
66
+ 2.76%
$329.49 - $438.4 $21.7K - $28.9K
2.46K $1.08M
XLK
Technology Sector Spdr

ETFs
6
+ 0.18%
$179.73 - $253.23 $1.08K - $1.52K
3.35K $848K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.03%
$146.58 - $180.01 $293 - $360
6.74K $1.2M
LMT
Lockheed Martin Corp

Industrials
89
+ 1.94%
$430.82 - $486.45 $38.3K - $43.3K
4.68K $2.17M
IEFA
Ishares Tr

ETFs
292
+ 2.88%
$67.83 - $84.09 $19.8K - $24.6K
10.4K $871K
IDV
Ishares Tr

ETFs
176
+ 1.0%
$27.79 - $34.84 $4.89K - $6.13K
17.7K $610K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$139.8 - $197.22 $280 - $394
1.69K $333K
EFA
Ishares Tr Msci Eafe ETF

ETFs
29
+ 0.49%
$72.96 - $90.39 $2.12K - $2.62K
5.89K $526K
IYG
Ishares Tr

ETFs
17
+ 0.28%
$68.9 - $85.6 $1.17K - $1.46K
6.17K $527K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.1%
$908.13 - $1056.85 $908 - $1.06K
967 $957K
IWM
Ishares Russell 2000 ETF

ETFs
66
+ 4.25%
$174.82 - $215.79 $11.5K - $14.2K
1.62K $349K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.29%
$113.75 - $148.48 $910 - $1.19K
2.81K $409K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
643
+ 1.35%
$7.19 - $8.75 $4.62K - $5.63K
48.3K $422K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.14%
$166.82 - $194.23 $1.17K - $1.36K
5.16K $1M
VTV
Vanguard Value ETF

ETFs
109
+ 3.42%
$153.67 - $176.74 $16.8K - $19.3K
3.3K $583K
VEA
Vanguard Ftse Developed Market

ETFs
18
+ 0.39%
$45.65 - $57.01 $822 - $1.03K
4.63K $264K
VBR
Vanguard Small Cap Value ETF

ETFs
32
+ 1.25%
$162.76 - $195.77 $5.21K - $6.26K
2.6K $507K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9
+ 0.15%
$39.89 - $49.46 $359 - $445
5.87K $290K
ICLN
Ishares

ETFs
69
+ 0.6%
$10.56 - $13.31 $729 - $918
11.5K $150K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
78
+ 0.78%
$22.61 - $26.12 $1.76K - $2.04K
10K $262K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.33%
$90.56 - $109.49 $724 - $876
2.4K $262K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.25%
$131.84 - $157.76 $527 - $631
1.61K $254K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
213
+ 0.54%
$8.45 - $9.78 $1.8K - $2.08K
39.4K $384K
V
Visa Inc.

Financial Services
1
+ 0.05%
$308.27 - $373.31 $308 - $373
1.9K $673K
PFF
Ishares Trust Ishares Pfd And

ETFs
289
+ 3.0%
$29.0 - $30.68 $8.38K - $8.87K
9.91K $304K
FPE
First Tr Pfd Secs & Income ETF

ETFs
69
+ 0.41%
$16.93 - $17.81 $1.17K - $1.23K
16.9K $300K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
156
+ 0.36%
$7.05 - $8.02 $1.1K - $1.25K
43.7K $350K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13
+ 0.42%
$77.94 - $79.5 $1.01K - $1.03K
3.08K $244K
Dimensional ETF Trust
9.36K
+ 12.06%
N/A
87K $0
Fidelity Covington Trust
43.9K
+ 448.14%
N/A
53.7K $0
O
Realty Income Corp

Real Estate
47
+ 0.7%
$52.27 - $58.52 $2.46K - $2.75K
6.8K $391K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
12
+ 0.2%
$35.4 - $41.9 $425 - $503
6K $244K
PSA
Public Storage

Real Estate
5
+ 0.53%
$266.31 - $309.77 $1.33K - $1.55K
940 $275K
PFE
Pfizer Inc

Healthcare
4.06K
+ 4.24%
$21.59 - $24.84 $87.5K - $101K
99.7K $2.42M
IVT
Inven Trust Properties Corp.

Real Estate
11
+ 0.15%
$25.97 - $29.73 $286 - $327
7.37K $201K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.37%
$285.55 - $321.23 $1.14K - $1.28K
1.07K $312K
XOM
Exxon Mobil Corp

Energy
81
+ 1.54%
$99.93 - $119.04 $8.09K - $9.64K
5.35K $576K
Activity Summary
Buys All Purchases 59 New Holdings 14 Increased Positions 45 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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