Investmark Advisory Group LLC Incresed Positions in Q4 2024

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28.6K
+ 12.13%
$33.92 - $36.6 $970K - $1.05M
264K $9.15M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.82K
+ 2.44%
$61.52 - $66.5 $358K - $387K
245K $15.6M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 0.82%
$213.65 - $479.86 $8.55K - $19.2K
4.92K $1.99M
FSK
Fs Kkr Capital Corp

Financial Services
3.88K
+ 3.53%
$19.71 - $22.22 $76.5K - $86.2K
114K $2.47M
MO
Altria Group, Inc.

Consumer Defensive
2.35K
+ 3.02%
$49.06 - $57.74 $115K - $135K
80.1K $4.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
152
+ 2.56%
$370.24 - $418.94 $56.3K - $63.7K
6.1K $2.45M
T
At&T Inc.

Communication Services
3.18K
+ 2.29%
$21.22 - $23.88 $67.5K - $76K
142K $3.24M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.48K
+ 3.29%
$63.58 - $71.15 $158K - $176K
77.9K $5.07M
FDVV
Fidelity High Dividend ETF

ETFs
3.16K
+ 3.88%
$49.66 - $52.63 $157K - $166K
84.7K $4.23M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.63K
+ 4.13%
$54.54 - $61.04 $88.7K - $99.3K
41K $2.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.32%
$567.81 - $607.81 $11.4K - $12.2K
6.29K $3.68M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.81K
+ 6.06%
$30.18 - $33.87 $84.7K - $95.1K
49.2K $1.51M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.3K
+ 2.3%
$40.38 - $44.35 $455K - $500K
501K $20.5M
VUG
Vanguard Growth ETF

ETFs
35
+ 1.48%
$378.79 - $428.11 $13.3K - $15K
2.4K $985K
VBK
Vanguard Small Cap Growth ETF

ETFs
36
+ 0.76%
$264.18 - $304.19 $9.51K - $11K
4.78K $1.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
99
+ 1.76%
$116.4 - $138.52 $11.5K - $13.7K
5.74K $727K
BX
Blackstone Inc.

Financial Services
6
+ 0.23%
$148.45 - $199.05 $891 - $1.19K
2.61K $450K
IYG
Ishares Tr

ETFs
20
+ 0.33%
$70.24 - $82.34 $1.4K - $1.65K
6.13K $477K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.06K
+ 14.11%
$17.65 - $18.18 $36.3K - $37.4K
16.6K $294K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
34
+ 0.58%
$35.42 - $41.87 $1.2K - $1.42K
5.93K $236K
XLK
Technology Sector Spdr

ETFs
5
+ 0.14%
$220.26 - $241.44 $1.1K - $1.21K
3.61K $838K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.6%
$521.84 - $558.82 $4.17K - $4.47K
1.33K $717K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.06%
$170.03 - $192.78 $170 - $193
1.69K $311K
O
Realty Income Corp

Real Estate
1.52K
+ 22.56%
$51.76 - $64.71 $78.9K - $98.6K
8.28K $442K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.78K
+ 11.02%
$26.61 - $29.85 $47.4K - $53.2K
18K $485K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.29%
$311.11 - $335.64 $933 - $1.01K
1.05K $338K
CGUS
Capital Group Core Equity ETF
31
+ 0.31%
$33.96 - $36.24 $1.05K - $1.12K
10.1K $354K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.48%
$280.04 - $302.45 $1.12K - $1.21K
846 $245K
FENY
Fidelity Covington Tr Msci Ene

ETFs
237
+ 2.41%
$23.14 - $26.91 $5.48K - $6.38K
10.1K $240K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$216.13 - $242.4 $216 - $242
1.47K $325K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
356
+ 1.64%
$47.65 - $48.6 $17K - $17.3K
22.1K $1.06M
American Healthcare Reit Inc
1.77K
+ 16.74%
N/A
12.3K $0
Dimensional ETF Trust
807
+ 5.86%
N/A
14.6K $0
FSCO
Fs Cr Opportunities Corp Com
5.96K
+ 5.53%
N/A
114K $0
VTV
Vanguard Value ETF

ETFs
92
+ 3.1%
$168.32 - $181.87 $15.5K - $16.7K
3.06K $518K
Dimensional ETF Trust
3.73K
+ 5.05%
N/A
77.5K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23
+ 0.97%
$113.92 - $127.38 $2.62K - $2.93K
2.38K $274K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.55%
$197.36 - $217.3 $2.76K - $3.04K
2.54K $503K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.25%
$162.69 - $181.35 $651 - $725
1.61K $263K
DUHP
Dimensional ETF Tr Dimensional

ETFs
584
+ 0.64%
$33.62 - $35.69 $19.6K - $20.8K
91.5K $3.09M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
218
+ 0.55%
$9.64 - $10.11 $2.1K - $2.2K
39.8K $390K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.1K
+ 200.8%
$26.93 - $84.95 $379K - $1.2M
21.1K $576K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
72
+ 1.24%
$44.04 - $49.49 $3.17K - $3.56K
5.86K $258K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
676
+ 1.43%
$8.17 - $8.66 $5.52K - $5.85K
47.8K $390K
VEA
Vanguard Ftse Developed Market

ETFs
32
+ 0.7%
$47.57 - $52.44 $1.52K - $1.68K
4.6K $220K
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.18%
$183.23 - $199.79 $1.65K - $1.8K
5.15K $953K
DFAI
Dimensional ETF Tr

ETFs
3.83K
+ 7.25%
$29.0 - $31.6 $111K - $121K
56.7K $1.65M
ICLN
Ishares

ETFs
1.01K
+ 9.47%
$11.35 - $14.51 $11.4K - $14.6K
11.6K $132K
DFAX
Dimensional ETF Tr
3.18K
+ 6.36%
$24.76 - $27.04 $78.6K - $85.9K
53.1K $1.32M
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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