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Home > Institutional Investor > Investmark Advisory Group Llc > Profile

Instuitional Investor - Investmark Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Investmark Advisory Group Llc
Portfolio Value $213,417,454
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 470,529 $19,893,999 9.32%
2.
Dimensional Etf Trust
 225,530 $15,115,081 7.08%
3.
Apple Inc.
 AAPL 44,143 $9,057,015 4.24%
4.
Capital Group Growth Etf
 216,392 $8,796,372 4.12%
5.
Philip Morris International Inc.
 PM 46,002 $8,378,393 3.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)