News + Filings Holdings
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Investmark Advisory Group LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| PFF | OPTIONS | 15,919 | 15,919 | 492,381,000 | 492,381,000 | 0.33 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| XMHQ | Common | 5,475 | 5,475 | 441,887,000 | 441,887,000 | 0.29 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGV | Common | 1,164 | 1,164 | 402,639,000 | 402,639,000 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IHI | Common | 5,288 | 5,288 | 298,560,000 | 298,560,000 | 0.20 | |
Hist
| 06/30/2023 |
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Capital Group Core Equity ETF
| CGUS | Common | 9,225 | 9,225 | 236,892,000 | 236,892,000 | 0.16 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWN | RUSL 2000 VALU | 1,560 | 1,560 | 219,615,000 | 219,615,000 | 0.15 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FTEC | Common | 1,674 | 1,674 | 218,745,000 | 218,745,000 | 0.15 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 4,447 | 4,447 | 205,343,000 | 205,343,000 | 0.14 | |
Hist
| 06/30/2023 |
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