Investmark Advisory Group LLC Sells in Q4 2024

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.65K
- 24.13%
$406.35 - $454.46 $670K - $749K
5.18K $2.18M
PFE
Pfizer Inc

Healthcare
-8.35K
- 9.17%
$24.8 - $30.19 $207K - $252K
82.8K $2.2M
WPC
W. P. Carey Inc.

Real Estate
-1.46K
- 4.24%
$53.44 - $61.33 $78K - $89.5K
33K $1.8M
HD
Home Depot, Inc.

Consumer Cyclical
-243
- 1.86%
$385.02 - $431.37 $93.6K - $105K
12.9K $5M
GOOGL
Alphabet Inc.

Communication Services
-1.71K
- 44.53%
$161.86 - $196.66 $277K - $336K
2.13K $403K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6K
- 36.57%
$31.23 - $33.51 $187K - $201K
10.4K $327K
DFAU
Dimensional ETF Tr

ETFs
-5.7K
- 7.29%
$39.27 - $42.38 $224K - $241K
72.5K $2.93M
UNH
Unitedhealth Group Inc

Healthcare
-187
- 25.58%
$485.52 - $625.25 $90.8K - $117K
544 $275K
DFAE
Dimensional ETF Tr

ETFs
-511
- 0.83%
$25.36 - $28.15 $13K - $14.4K
60.9K $1.54M
META
Meta Platforms, Inc.

Communication Services
-269
- 20.64%
$554.08 - $632.68 $149K - $170K
1.03K $609K
JPM
Jpmorgan Chase & CO

Financial Services
-1.06K
- 25.73%
$205.18 - $250.29 $216K - $264K
3.05K $729K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-3.15K
- 17.05%
$23.41 - $25.88 $73.7K - $81.5K
15.3K $358K
XOM
Exxon Mobil Corp

Energy
-596
- 10.06%
$105.51 - $125.37 $62.9K - $74.7K
5.33K $573K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.7K
- 21.36%
$180.88 - $232.93 $307K - $396K
6.25K $1.37M
NVDA
Nvidia Corp

Technology
-2.26K
- 14.21%
$117.0 - $148.88 $265K - $337K
13.7K $1.83M
V
Visa Inc.

Financial Services
-592
- 23.81%
$273.87 - $320.91 $162K - $190K
1.89K $598K
MCD
Mcdonalds Corp

Consumer Cyclical
-149
- 12.28%
$288.47 - $316.54 $43K - $47.2K
1.06K $308K
RTX
Raytheon Technologies Corp

Industrials
-225
- 7.46%
$114.45 - $127.21 $25.8K - $28.6K
2.79K $322K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-176
- 1.08%
$126.68 - $134.74 $22.3K - $23.7K
16.2K $2.06M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-164
- 1.58%
$23.17 - $26.26 $3.8K - $4.31K
10.2K $245K
DIS
Walt Disney CO

Communication Services
-534
- 21.95%
$92.39 - $117.6 $49.3K - $62.8K
1.9K $211K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-25
- 0.64%
$134.53 - $150.65 $3.36K - $3.77K
3.85K $521K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-58
- 0.13%
$7.83 - $8.16 $454 - $473
44.5K $349K
GOOG
Alphabet Inc.

Communication Services
-1.09K
- 12.35%
$163.08 - $198.16 $178K - $216K
7.73K $1.47M
IVT
Inven Trust Properties Corp.

Real Estate
-488
- 6.13%
$28.52 - $31.3 $13.9K - $15.3K
7.48K $225K
Grayscale Ethereum Trust ETF
-1.45K
- 9.56%
N/A
13.7K $0
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.82%
$873.59 - $994.69 $6.99K - $7.96K
967 $886K
NFLX
Netflix Inc

Communication Services
-70
- 10.72%
$687.65 - $936.56 $48.1K - $65.6K
583 $519K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-109
- 1.83%
$481.22 - $538.17 $52.5K - $58.7K
5.86K $2.99M
CGGR
Capital Group Growth ETF Shs C

ETFs
-579
- 0.25%
$34.49 - $39.24 $20K - $22.7K
236K $8.76M
AAPL
Apple Inc.

Technology
-281
- 0.6%
$221.69 - $259.02 $62.3K - $72.8K
46.7K $11.7M
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 32 Reductions 32 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