Investmark Advisory Group LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $20.4M, Dimensional ETF Tr U S Equity with a value of $14.9M, Apple Inc. with a value of $11M, Capital Group Growth ETF Shs C with a value of $8.22M, and Dimensional ETF Tr U S Core Eq with a value of $8.08M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $184M to 202M.
Below you can find more details about Investmark Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
ETFs: $113 Million
Technology: $22.3 Million
Consumer Defensive: $20.5 Million
Healthcare: $12 Million
Consumer Cyclical: $8.43 Million
Financial Services: $7.67 Million
Communication Services: $6.61 Million
Energy: $4.41 Million
Other: $5.67 Million
Stock Holdings Table Market Cap. of $200 Billions or more
