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| Name: |
Investmark Advisory Group LLC |
| City: |
Shelton |
| State: |
CT |
| Zip: |
06484 |
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data |
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Filing Period: |
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| Holdings
Found :
14 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VV |
Vanguard Large Cap VIPERS |
39 |
- |
$245.20 |
$1,211,000 |
5,052 |
0.66% |
109,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
40 |
- |
$178.35 |
$1,126,000 |
7,395 |
0.62% |
84,000 |
0 |
0 |
Search Engines & Info... |
|
|
BRK.B |
Berkshire Hathaway B |
42 |
- |
$411.08 |
$1,071,000 |
2,546 |
0.59% |
163,000 |
0 |
0 |
Property & Casualty I... |
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BDC |
Belden Inc |
43 |
- |
$95.49 |
$1,070,000 |
11,553 |
0.59% |
178,000 |
0 |
0.026 |
Systems, Products & D... |
|
|
FB |
Meta Platforms Inc |
58 |
- |
$493.76 |
$636,000 |
1,309 |
0.35% |
173,000 |
0 |
0 |
Internet Service Prov... |
|
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EQWM |
Invesco Russell Midcap Equa... |
63 |
- |
$103.51 |
$603,000 |
5,475 |
0.33% |
117,000 |
0 |
0.006 |
N/A |
|
|
GOOGL |
Alphabet Inc |
65 |
- |
$176.73 |
$580,000 |
3,840 |
0.32% |
44,000 |
0 |
0 |
Search Engines & Info... |
|
|
ISRG |
Intuitive Surgical Inc |
69 |
- |
$372.63 |
$492,000 |
1,232 |
0.27% |
76,000 |
0 |
0 |
Medical Appliances & ... |
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USO |
United States Oil Fund, Lp |
73 |
- |
$73.26 |
$467,000 |
5,927 |
0.26% |
72,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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VO |
Vanguard Mid Cap VIPERS |
75 |
- |
$243.28 |
$451,000 |
1,807 |
0.25% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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FHLC |
Fidelity Msci Health Care I... |
107 |
- |
$68.83 |
$225,000 |
3,219 |
0.12% |
17,000 |
0 |
0.008 |
N/A |
|
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IWV |
iShares Tr Russell 3000 Indx |
108 |
- |
$303.86 |
$221,000 |
735 |
0.12% |
20,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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ICLN |
iShares S&P Global Clean En... |
113 |
- |
$14.91 |
$199,000 |
14,214 |
0.11% |
-22,000 |
0 |
0.012 |
Closed - End Fund - Debt |
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DPRO |
Draganfly |
116 |
- |
$0.00 |
$4,000 |
20,000 |
0% |
-6,000 |
0 |
0.062 |
N/A |
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