StockDriftsStockDriftsTop 50 Investmark Advisory Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 10.96% | 361.1K | $25.6M | +0.29%(+1.06K) | $56.78(+41.38%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.71% | 227.1K | $11.0M | -3.16%(-7.42K) | $32.45(+60.67%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.59% | 42.3K | $10.7M | -2.90%(-1.26K) | $158.84(+89.01%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.66% | 219.9K | $8.5M | +0.11%(+240) | $28.22(+52.33%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.46% | 201.1K | $8.1M | -3.36%(-7.00K) | $23.97(+90.97%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 3.05% | 43.2K | $7.1M | -3.11%(-1.39K) | $100.52(+88.63%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 2.27% | 80.5K | $5.3M | +0.37%(+293) | $47.05(+55.35%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.18% | 24.6K | $5.1M | +0.06%(+15) | $118.52(+61.24%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.15% | 23.1K | $5.0M | -1.21%(-284) | $125.90(+67.11%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.08% | 19.9K | $4.9M | -1.70%(-344) | $166.25(+36.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.63% |
| Top 20 Holdings Unweighted | +10.43% | +34.66% |
Sign up free to track Investmark Advisory Group Llc, compare funds side by side, and get alerts the moment positions change.