Investmark Advisory Group LLC Purchases in Q2 2024

Investmark Advisory Group LLC

  • $184 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.19K
+ 2.6%
$165.0 - $216.67 $196K - $258K
47K $9.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12K
+ 5.38%
$53.83 - $59.14 $648K - $712K
236K $13.9M
NVDA
Nvidia Corp

Technology
14.6K
+ 1172.52%
$118.11 - $1224.4 $1.72M - $17.8M
15.8K $1.95M
CGGR
Capital Group Growth ETF Shs C

ETFs
18.4K
+ 8.68%
$30.03 - $33.13 $552K - $609K
230K $7.57M
GOOG
Alphabet Inc.

Communication Services
1.36K
+ 18.32%
$151.94 - $186.86 $206K - $253K
8.75K $1.6M
MSFT
Microsoft Corp

Technology
645
+ 10.41%
$389.33 - $452.85 $251K - $292K
6.84K $3.06M
FDVV
Fidelity High Dividend ETF

ETFs
3.9K
+ 5.14%
$43.48 - $47.63 $169K - $186K
79.7K $3.73M
DFIV
Dimensional ETF Tr

ETFs
9.58K
+ 12.23%
$35.5 - $38.02 $340K - $364K
88K $3.16M
ADBE
Adobe Inc.

Technology
442
New
$439.02 - $555.54 $194K - $246K
442 $245K
T
At&T Inc.

Communication Services
1.65K
+ 1.23%
$16.09 - $19.11 $26.6K - $31.6K
135K $2.59M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
8.31K
New
$21.75 - $25.5 $181K - $212K
8.31K $210K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
6.14K
New
$30.44 - $33.17 $187K - $204K
6.14K $203K
BAC
Bank Of America Corp

Financial Services
5.07K
New
$34.68 - $40.02 $176K - $203K
5.07K $201K
MO
Altria Group, Inc.

Consumer Defensive
871
+ 1.46%
$40.75 - $46.83 $35.5K - $40.8K
60.6K $2.76M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.97K
+ 3.39%
$29.72 - $32.4 $88.2K - $96.1K
90.4K $2.89M
CGXU
Capital Group Intl Focus Equit

ETFs
5.07K
+ 5.37%
$24.83 - $26.72 $126K - $136K
99.6K $2.56M
FSK
Fs Kkr Capital Corp

Financial Services
2.4K
+ 2.34%
$18.82 - $20.71 $45.2K - $49.8K
105K $2.08M
DFAU
Dimensional ETF Tr

ETFs
990
+ 1.3%
$34.53 - $37.67 $34.2K - $37.3K
77.3K $2.9M
DFAE
Dimensional ETF Tr

ETFs
1.37K
+ 2.72%
$24.03 - $26.3 $32.8K - $36K
51.6K $1.33M
DFAI
Dimensional ETF Tr

ETFs
3.52K
+ 6.98%
$28.93 - $30.91 $102K - $109K
53.9K $1.6M
XLK
Technology Sector Spdr

ETFs
6
+ 0.17%
$192.53 - $231.41 $1.16K - $1.39K
3.6K $813K
PFE
Pfizer Inc

Healthcare
1.59K
+ 1.81%
$25.26 - $29.6 $40.1K - $47K
89.4K $2.5M
CGUS
Capital Group Core Equity ETF
797
+ 8.58%
$29.72 - $32.45 $23.7K - $25.9K
10.1K $325K
V
Visa Inc.

Financial Services
258
+ 11.73%
$262.47 - $281.5 $67.7K - $72.6K
2.46K $645K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.06%
$142.51 - $175.12 $143 - $175
1.68K $288K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.46K
+ 3.24%
$7.78 - $8.47 $11.4K - $12.4K
46.7K $394K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.35K
+ 3.17%
$6.8 - $7.52 $9.17K - $10.1K
43.9K $327K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.19%
$40.83 - $44.89 $449 - $494
5.78K $252K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.77%
$272.21 - $298.72 $2.18K - $2.39K
1.04K $310K
ICLN
Ishares

ETFs
1.3K
+ 9.12%
$13.02 - $15.08 $16.9K - $19.5K
15.5K $206K
FENY
Fidelity Covington Tr Msci Ene

ETFs
568
+ 6.83%
$24.22 - $26.87 $13.8K - $15.3K
8.89K $222K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.82K
+ 3.89%
$57.42 - $62.37 $162K - $176K
75.2K $4.52M
VBK
Vanguard Small Cap Growth ETF

ETFs
240
+ 4.68%
$237.63 - $258.31 $57K - $62K
5.36K $1.34M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
963
+ 2.52%
$9.26 - $9.93 $8.92K - $9.56K
39.2K $380K
IDV
Ishares Tr

ETFs
402
+ 2.2%
$26.94 - $30.1 $10.8K - $12.1K
18.7K $517K
CVX
Chevron Corp

Energy
227
+ 0.93%
$152.57 - $166.33 $34.6K - $37.8K
24.8K $3.87M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
209
+ 0.97%
$47.4 - $48.0 $9.91K - $10K
21.7K $1.04M
DFIC
Dimensional ETF Tr Dimensional

ETFs
334
+ 2.17%
$25.73 - $27.44 $8.59K - $9.16K
15.7K $413K
Dimensional ETF Trust
4.23K
+ 6.35%
N/A
70.7K $0
MA
Mastercard Inc

Financial Services
45
+ 9.13%
$441.1 - $479.43 $19.8K - $21.6K
538 $237K
PFF
Ishares Trust Ishares Pfd And

ETFs
417
+ 2.05%
$30.65 - $32.13 $12.8K - $13.4K
20.7K $654K
Dimensional ETF Trust
1.16K
+ 8.98%
N/A
14.1K $0
PSA
Public Storage

Real Estate
4
+ 0.42%
$257.73 - $293.34 $1.03K - $1.17K
952 $273K
IWP
Ishares Russell Mid Cap Growth

ETFs
150
+ 2.88%
$105.7 - $113.43 $15.9K - $17K
5.36K $591K
IWM
Ishares Russell 2000 ETF

ETFs
35
+ 2.44%
$192.84 - $209.44 $6.75K - $7.33K
1.47K $298K
IEFA
Ishares Tr

ETFs
166
+ 1.66%
$70.77 - $76.19 $11.7K - $12.6K
10.2K $739K
XOM
Exxon Mobil Corp

Energy
9
+ 0.15%
$108.36 - $122.2 $975 - $1.1K
5.85K $673K
IYG
Ishares Tr

ETFs
20
+ 0.33%
$62.27 - $67.11 $1.25K - $1.34K
6.09K $397K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
35
+ 0.19%
$11.3 - $11.9 $396 - $417
18.3K $210K
Activity Summary
Buys All Purchases 65 New Holdings 5 Increased Positions 60 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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