Investmark Advisory Group LLC Purchases in Q3 2025

Investmark Advisory Group LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
133K
+ 58.94%
$67.01 - $72.84 $8.91M - $9.68M
358K $26M
AAPL
Apple Inc.

Technology
174
+ 0.39%
$202.38 - $256.87 $35.2K - $44.7K
44.3K $11.3M
JNJ
Johnson & Johnson

Healthcare
263
+ 1.31%
$155.17 - $185.42 $40.8K - $48.8K
20.3K $3.76M
MO
Altria Group, Inc.

Consumer Defensive
913
+ 1.15%
$57.75 - $67.68 $52.7K - $61.8K
80K $5.29M
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 7.43%
$293.94 - $444.72 $73.8K - $112K
3.63K $1.61M
NVDA
Nvidia Corp

Technology
21
+ 0.13%
$153.3 - $186.58 $3.22K - $3.92K
16K $2.99M
PFE
Pfizer Inc

Healthcare
9.17K
+ 9.2%
$23.29 - $25.88 $213K - $237K
109K $2.77M
LMT
Lockheed Martin Corp

Industrials
333
+ 7.12%
$410.74 - $499.21 $137K - $166K
5.01K $2.5M
CVX
Chevron Corp

Energy
228
+ 0.94%
$145.57 - $161.83 $33.2K - $36.9K
24.5K $3.8M
PEP
Pepsico Inc

Consumer Defensive
670
+ 3.06%
$133.81 - $152.16 $89.7K - $102K
22.6K $3.17M
WPC
W. P. Carey Inc.

Real Estate
751
+ 2.17%
$61.29 - $68.7 $46K - $51.6K
35.3K $2.39M
QCOM
Qualcomm Inc

Technology
150
+ 0.52%
$145.84 - $173.55 $21.9K - $26K
29K $4.82M
IWS
Ishares Russell Midcap Value E

ETFs
1.64K
New
$132.83 - $140.61 $218K - $230K
1.64K $228K
ENB
Enbridge Inc

Energy
4.46K
New
$43.79 - $50.46 $195K - $225K
4.46K $225K
DRIV
Global X Fds Global X Autonomo

ETFs
7.61K
New
$23.34 - $28.35 $178K - $216K
7.61K $215K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.82K
+ 38.67%
$47.75 - $54.24 $87.1K - $98.9K
6.54K $350K
DFSV
Dimensional ETF Tr Dimensional

ETFs
532
+ 1.25%
$29.2 - $32.74 $15.5K - $17.4K
43K $1.37M
DFAI
Dimensional ETF Tr

ETFs
549
+ 0.99%
$34.05 - $36.55 $18.7K - $20.1K
55.9K $2.03M
MSFT
Microsoft Corp

Technology
2
+ 0.04%
$491.09 - $535.64 $982 - $1.07K
5.55K $2.87M
VTV
Vanguard Value ETF

ETFs
414
+ 12.55%
$175.51 - $186.57 $72.7K - $77.2K
3.71K $692K
XLK
Technology Sector Spdr

ETFs
4
+ 0.12%
$250.97 - $282.66 $1K - $1.13K
3.35K $945K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.13%
$282.78 - $316.06 $1.13K - $1.26K
3.06K $966K
IEFA
Ishares Tr

ETFs
340
+ 3.26%
$81.7 - $87.53 $27.8K - $29.8K
10.8K $940K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
34
+ 2.15%
$284.45 - $324.95 $9.67K - $11K
1.61K $516K
XSMO
Invesco S&P Smallcap Momentum

ETFs
336
+ 4.82%
$67.1 - $74.29 $22.5K - $25K
7.31K $538K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.3%
$567.77 - $614.76 $2.27K - $2.46K
1.34K $820K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
965
+ 17.86%
$41.64 - $45.4 $40.2K - $43.8K
6.37K $289K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$144.19 - $167.33 $144 - $167
2.81K $469K
VBR
Vanguard Small Cap Value ETF

ETFs
116
+ 4.46%
$195.41 - $212.37 $22.7K - $24.6K
2.72K $566K
AVEM
American Centy ETF Tr Avantis

ETFs
128
+ 1.98%
$68.33 - $75.41 $8.75K - $9.65K
6.59K $495K
EFA
Ishares Tr Msci Eafe ETF

ETFs
306
+ 5.19%
$87.29 - $93.61 $26.7K - $28.6K
6.2K $578K
IWN
Ishares Russell2000 Val ETF

ETFs
120
+ 7.43%
$157.1 - $178.94 $18.9K - $21.5K
1.73K $306K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
377
+ 6.42%
$49.43 - $54.52 $18.6K - $20.6K
6.25K $338K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.04%
$127.63 - $144.37 $128 - $144
2.59K $374K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.06%
$195.29 - $223.85 $195 - $224
1.69K $375K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.06%
$214.92 - $244.84 $215 - $245
1.62K $391K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.76%
$339.37 - $366.46 $2.71K - $2.93K
1.05K $385K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.19K
+ 2.45%
$8.55 - $9.1 $10.1K - $10.8K
49.5K $450K
XOM
Exxon Mobil Corp

Energy
12
+ 0.22%
$105.83 - $117.22 $1.27K - $1.41K
5.36K $604K
IYG
Ishares Tr

ETFs
16
+ 0.26%
$85.16 - $90.57 $1.36K - $1.45K
6.18K $554K
O
Realty Income Corp

Real Estate
47
+ 0.69%
$56.13 - $60.79 $2.64K - $2.86K
6.85K $416K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.21%
$303.93 - $329.86 $608 - $660
936 $307K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.38%
$108.46 - $120.63 $976 - $1.09K
2.41K $286K
WBS
Webster Financial Corp

Financial Services
22
+ 0.5%
$55.19 - $62.92 $1.21K - $1.38K
4.4K $261K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.57K
+ 3.58%
$7.98 - $8.29 $12.5K - $13K
45.3K $371K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58
+ 0.34%
$26.38 - $27.95 $1.53K - $1.62K
17.4K $474K
DFIC
Dimensional ETF Tr Dimensional

ETFs
24
+ 0.28%
$30.76 - $33.01 $738 - $792
8.65K $283K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.37%
$291.67 - $316.99 $1.17K - $1.27K
1.08K $326K
PDI
Pimco Dynamic Income Fund

Financial Services
83
+ 0.55%
$18.85 - $20.07 $1.56K - $1.67K
15.1K $298K
Activity Summary
Buys All Purchases 74 New Holdings 5 Increased Positions 69 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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