Investmark Advisory Group LLC Reduced Holdings in Q3 2025

Investmark Advisory Group LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-232K
- 49.28%
$41.91 - $44.87 $9.72M - $10.4M
239K $10.7M
PM
Philip Morris International Inc.

Consumer Defensive
-795
- 1.73%
$157.77 - $183.27 $125K - $146K
45.2K $7.33M
DFAX
Dimensional ETF Tr
-9.82K
- 18.78%
$29.25 - $31.56 $287K - $310K
42.5K $1.33M
CGUS
Capital Group Core Equity ETF
-2.08K
- 21.22%
$36.89 - $39.72 $76.6K - $82.5K
7.71K $304K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-571
- 14.82%
$131.47 - $143.64 $75.1K - $82K
3.28K $464K
V
Visa Inc.

Financial Services
-57
- 3.01%
$332.09 - $358.86 $18.9K - $20.5K
1.84K $627K
KO
Coca Cola CO

Consumer Defensive
-128
- 2.52%
$65.67 - $71.67 $8.41K - $9.17K
4.96K $328K
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 1.99%
$211.65 - $238.24 $25.4K - $28.6K
5.92K $1.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.43K
- 5.29%
$28.69 - $30.59 $41.1K - $43.9K
25.7K $780K
PFF
Ishares Trust Ishares Pfd And

ETFs
-798
- 8.05%
$30.67 - $32.13 $24.5K - $25.6K
9.11K $288K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-622
- 6.19%
$25.72 - $27.0 $16K - $16.8K
9.43K $250K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.15K
- 7.7%
$53.36 - $59.69 $168K - $188K
37.8K $2.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-677
- 3.54%
$26.84 - $28.32 $18.2K - $19.2K
18.5K $513K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-501
- 5.31%
$23.27 - $25.46 $11.7K - $12.8K
8.93K $220K
Dimensional ETF Trust
-3.64K
- 4.19%
N/A
83.4K $0
American Healthcare Reit Inc
-393
- 4.68%
N/A
8K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-80
- 1.48%
$137.51 - $145.26 $11K - $11.6K
5.32K $757K
VEA
Vanguard Ftse Developed Market

ETFs
-30
- 0.65%
$56.02 - $60.3 $1.68K - $1.81K
4.6K $275K
IGV
Ishares Expanded Tech Software

ETFs
-13
- 0.3%
$105.96 - $117.79 $1.38K - $1.53K
4.28K $491K
IDV
Ishares Tr

ETFs
-113
- 0.64%
$34.54 - $37.28 $3.9K - $4.21K
17.6K $642K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-404
- 7.03%
$546.99 - $602.2 $221K - $243K
5.35K $3.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
-121
- 3.11%
$276.51 - $305.12 $33.5K - $36.9K
3.77K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.12%
$192.76 - $203.86 $1.16K - $1.22K
5.16K $1.05M
BX
Blackstone Inc.

Financial Services
-21
- 0.81%
$152.77 - $188.68 $3.21K - $3.96K
2.58K $440K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-427
- 7.2%
$420.11 - $472.68 $179K - $202K
5.5K $2.58M
VUG
Vanguard Growth ETF

ETFs
-22
- 0.9%
$433.97 - $484.08 $9.55K - $10.6K
2.43K $1.17M
DFIV
Dimensional ETF Tr

ETFs
-3.62K
- 4.12%
$42.66 - $46.53 $155K - $169K
84.4K $3.89M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.35K
- 1.68%
$35.76 - $37.93 $48.2K - $51.1K
78.9K $2.98M
DFAE
Dimensional ETF Tr

ETFs
-772
- 1.25%
$28.84 - $31.84 $22.3K - $24.6K
60.9K $1.92M
CGXU
Capital Group Intl Focus Equit

ETFs
-2.44K
- 2.94%
$26.49 - $29.62 $64.6K - $72.2K
80.6K $2.39M
DFAU
Dimensional ETF Tr

ETFs
-2.01K
- 2.76%
$42.42 - $45.96 $85.1K - $92.1K
70.7K $3.24M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.42K
- 2.18%
$63.41 - $69.69 $90.3K - $99.2K
63.8K $4.37M
FDVV
Fidelity High Dividend ETF

ETFs
-925
- 1.06%
$52.42 - $55.71 $48.5K - $51.5K
86.2K $4.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 0.98%
$617.65 - $666.84 $39.5K - $42.7K
6.49K $4.32M
CGGR
Capital Group Growth ETF Shs C

ETFs
-6.18K
- 2.85%
$40.2 - $44.58 $248K - $275K
210K $9.23M
GOOG
Alphabet Inc.

Communication Services
-28
- 0.42%
$175.16 - $255.24 $4.9K - $7.15K
6.71K $1.64M
HD
Home Depot, Inc.

Consumer Cyclical
-67
- 0.55%
$357.4 - $423.42 $23.9K - $28.4K
12.1K $4.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-719
- 0.32%
$36.04 - $38.78 $25.9K - $27.9K
221K $8.54M
ABBV
Abb Vie Inc.

Healthcare
-257
- 1.05%
$184.85 - $231.54 $47.5K - $59.5K
24.2K $5.6M
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
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email