Investmark Advisory Group LLC Portfolio Holdings
Investmark Advisory Group LLC
- $198 Million
- Q1 2025
Investmark Advisory Group LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $198 Million distributed in 117 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 $20.9M, Dimensional ETF Tr U S Equity with a value of $14.9M, Apple Inc. with a value of $9.86M, Dimensional ETF Tr U S Core Eq with a value of $8.69M, and Capital Group Growth ETF Shs C with a value of $8.22M.
Examining the 13F form we can see an decrease of $1.64M in the current position value, from $200M to 198M.
Below you can find more details about Investmark Advisory Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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