Investmark Advisory Group LLC Purchases and Sells in Q3 2025

Investmark Advisory Group LLC

$214 Million
Q3 2025

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	133K + 58.94%	$67.01 - $72.84 $8.91M - $9.68M	358K $26M
AAPL	174 + 0.39%	$202.38 - $256.87 $35.2K - $44.7K	44.3K $11.3M
JNJ	263 + 1.31%	$155.17 - $185.42 $40.8K - $48.8K	20.3K $3.76M
MO	913 + 1.15%	$57.75 - $67.68 $52.7K - $61.8K	80K $5.29M
TSLA	251 + 7.43%	$293.94 - $444.72 $73.8K - $112K	3.63K $1.61M
NVDA	21 + 0.13%	$153.3 - $186.58 $3.22K - $3.92K	16K $2.99M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
C	2.36K New	$85.57 - $103.49 $202K - $244K	2.36K $239K
IWS	1.64K New	$132.83 - $140.61 $218K - $230K	1.64K $228K
ENB	4.46K New	$43.79 - $50.46 $195K - $225K	4.46K $225K
DRIV	7.61K New	$23.34 - $28.35 $178K - $216K	7.61K $215K
GRAYSCALE ETHEREUM TRUST ETF	7.23K New	N/A	7.23K $0

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUV	-232K - 49.28%	$41.91 - $44.87 $9.72M - $10.4M	239K $10.7M
PM	-795 - 1.73%	$157.77 - $183.27 $125K - $146K	45.2K $7.33M
DFAX	-9.82K - 18.78%	$29.25 - $31.56 $287K - $310K	42.5K $1.33M
CGUS	-2.08K - 21.22%	$36.89 - $39.72 $76.6K - $82.5K	7.71K $304K
IJT	-571 - 14.82%	$131.47 - $143.64 $75.1K - $82K	3.28K $464K
V	-57 - 3.01%	$332.09 - $358.86 $18.9K - $20.5K	1.84K $627K

Activity Summary All Purchases 74 New Holdings 5 Increased Positions 69 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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