Investmark Advisory Group LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$203.9B
Holdings
115
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWNISHARES TR | 1,607 | $263.9M | 0.13% | |
| 102 | AJGGALLAGHER ARTHUR J & CO | 927 | $263.3M | 0.13% | |
| 103 | WINNHARBOR ETF TRUST | 9,529 | $259.3M | 0.13% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 5,861 | $258.1M | 0.13% | |
| 105 | IWVISHARES TR | 735 | $245.7M | 0.12% | |
| 106 | VTIVANGUARD INDEX FDS | 846 | $245.4M | 0.12% | |
| 107 | UTFCOHEN & STEERS INFRASTRUCTUR | 10,201 | $245.3M | 0.12% | |
| 108 | FENYFIDELITY COVINGTON TRUST | 10,082 | $240.4M | 0.12% | |
| 109 | USAIPACER FDS TR | 5,934 | $236.1M | 0.12% | |
| 110 | IVTINVENTRUST PPTYS CORP | 7,478 | $225.3M | 0.11% | |
| 111 | VEAVANGUARD TAX-MANAGED FDS | 4,604 | $220.2M | 0.11% | |
| 112 | VCSHVANGUARD SCOTTSDALE FDS | 2,821 | $220.1M | 0.11% | |
| 113 | AVEMAMERICAN CENTY ETF TR | 3,616 | $212.6M | 0.10% | |
| 114 | DISDISNEY WALT CO | 1,899 | $211.5M | 0.10% | |
| 115 | ICLNISHARES TR | 11,640 | $132.5M | 0.06% |
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