Institutions / Investmark Advisory Group LLC / Activity
Activity — Investmark Advisory Group LLC
71 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287614 Common stock | $1.91M | +15K +286.89% | 20,691 0.98% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $1.10M | +13K +553.24% | 15,129 0.49% of portfolio | low |
| Q2 2026 as of | Add | 316092113 Common stock | $658.5K | +16K +20.88% | 90,965 1.45% of portfolio | low |
| Q2 2026 as of | Add | 31609A404 Common stock | $588.7K | +15K +34.58% | 57,095 0.87% of portfolio | low |
| Q2 2026 as of | Add | FSK FS KKR Capital Corp Common Stock | $521.9K | +50K +43.92% | 162,873 0.65% of portfolio | low |
| Q2 2026 as of | Add | 31609A107 Common stock | $512.1K | +13K +14.73% | 99,479 1.51% of portfolio | low |
| Q2 2026 as of | Add | 316092352 Common stock | $467.0K | +8K +121.49% | 13,708 0.32% of portfolio | low |
| Q2 2026 as of | Add | 25434V401 Common stock | $410.1K | +5K +1.39% | 365,001 11.36% of portfolio | low |
| Q2 2026 as of | Add | 31609A305 Common stock | $322.7K | +7K +9.22% | 87,414 1.45% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $305.6K | +445 +33.56% | 1,771 0.46% of portfolio | low |
| Q2 2026 as of | Add | 31609A206 Common stock | $284.9K | +6K +11.29% | 58,160 1.07% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp Common stock | $243.5K | +478 +8.98% | 5,803 1.12% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $229.5K | +6K +9.54% | 63,858 1.00% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $203.8K | +1K +3.82% | 30,001 2.11% of portfolio | low |
| Q2 2026 as of | Add | 316092543 Common stock | $181.2K | +5K +20.21% | 29,667 0.41% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $179.9K | +1K +5.82% | 24,154 1.24% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $161.3K | +1K +4.29% | 26,731 1.49% of portfolio | low |
| Q2 2026 as of | Add | 14021M107 Common stock | $125.6K | +3K +37.70% | 12,476 0.17% of portfolio | low |
| Q2 2026 as of | Add | 025072604 Common stock | $124.5K | +1K +19.22% | 8,002 0.29% of portfolio | low |
| Q2 2026 as of | Add | 46137V498 Common stock | $123.2K | +1K +17.36% | 8,896 0.32% of portfolio | low |
| Q2 2026 as of | Add | 25434V104 Common stock | $122.8K | +2K +3.37% | 72,950 1.43% of portfolio | low |
| Q2 2026 as of | Add | WP Carey Inc Common stock | $108.8K | +2K +4.35% | 36,479 0.99% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $102.4K | +470 +12.54% | 4,218 0.35% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $92.0K | +386 +6.52% | 6,308 0.57% of portfolio | low |
| Q2 2026 as of | Add | 464287481 Common stock | $83.3K | +569 +10.55% | 5,964 0.33% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $74.7K | +773 +7.06% | 11,729 0.43% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $67.8K | +952 +20.52% | 5,591 0.15% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $67.4K | +72 +7.06% | 1,092 0.39% of portfolio | low |
| Q2 2026 as of | Add | 464287622 Common stock | $64.3K | +157 +14.92% | 1,209 0.19% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $64.2K | +114 +13.51% | 958 0.21% of portfolio | low |
| Q2 2026 as of | Add | 316092857 Common stock | $62.2K | +2K +11.36% | 20,825 0.23% of portfolio | low |
| Q2 2026 as of | Add | Altria Group, Inc. Common stock | $61.0K | +848 +1.06% | 81,103 2.22% of portfolio | low |
| Q2 2026 as of | Add | 464287473 Common stock | $55.3K | +336 +20.49% | 1,976 0.12% of portfolio | low |
| Q2 2026 as of | Add | 25434V658 Common stock | $49.6K | +2K +14.23% | 13,734 0.15% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $48.1K | +290 +1.18% | 24,867 1.57% of portfolio | low |
| Q2 2026 as of | Add | 25434V807 Common stock | $45.1K | +835 +0.99% | 85,097 1.75% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $44.0K | +2K +1.52% | 141,844 1.11% of portfolio | low |
| Q2 2026 as of | Add | 81589A205 Common stock | $38.1K | +678 +10.41% | 7,190 0.15% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $37.8K | +321 +12.38% | 2,914 0.13% of portfolio | low |
| Q2 2026 as of | Add | 27829F108 Common stock | $31.6K | +3K +6.43% | 53,389 0.20% of portfolio | low |
| Q2 2026 as of | Add | HYT BlackRock Corporate High Yield Fund, Inc. Closed-End Fund | $25.6K | +3K +7.32% | 43,781 0.14% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $25.4K | +127 +0.79% | 16,142 1.23% of portfolio | low |
| Q2 2026 as of | Add | JPC Nuveen Preferred & Income Opportunities Fund Closed-End Fund | $22.1K | +3K +6.16% | 48,287 0.14% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $18.9K | +51 +5.42% | 992 0.14% of portfolio | low |
| Q2 2026 as of | Add | 316092527 Common stock | $16.9K | +320 +6.93% | 4,935 0.10% of portfolio | low |
| Q2 2026 as of | Add | Intuitive Surgical Inc Common stock | $16.3K | +41 +3.30% | 1,282 0.19% of portfolio | low |
| Q2 2026 as of | Add | 25434V799 Common stock | $15.0K | +403 +4.64% | 9,089 0.13% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $13.3K | +223 +3.51% | 6,579 0.15% of portfolio | low |
| Q2 2026 as of | Add | 464287630 Common stock | $7.3K | +33 +1.88% | 1,787 0.15% of portfolio | low |
| Q2 2026 as of | Add | 922908611 Common stock | $6.3K | +26 +0.96% | 2,747 0.25% of portfolio | low |