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  Name: Investmark Advisory Group LLC
  City: Shelton
  State: CT
  Zip: 06484
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,347,000
  Total Value Change : $11,836,000
  Securities Held Change : -1
   
All Securities Held : 116
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 68
  Unchanged Positions : 14
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NFLX)1 Year Chart         NFLX Netflix Inc 82 New $648.52 $366,000 603 0.2% 366,000 603 0    Music & Video Stores
   (C)1 Year Chart         C Citigroup Inc 106 New $61.94 $229,000 3,623 0.13% 229,000 3,623 0    Domestic Money Center...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 109 New $263.45 $218,000 840 0.12% 218,000 840 0    Closed - End Fund - E...
   (FENY)1 Year Chart         FENY Fidelity MSCI Energy Index 112 New $24.84 $215,000 8,319 0.12% 215,000 8,319 0.015    N/A

      4 Records Found
  1    
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