Long-term investor
Investmark Advisory Group LLC @investmarkadvisorygroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001926349).
Record
- Tracked since 2025-06-30 (449 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.3% · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V401 · 11.4% · long · since 2025-06-30
- 25434V724 · 4.8% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- 25434V708 · 3.7% · long · since 2025-06-30
- 14020G101 · 3.7% · long · since 2025-06-30
- PM · 2.9% · long · since 2025-06-30
- MO · 2.2% · long · since 2025-06-30
- ABBV · 2.2% · long · since 2025-06-30
- QCOM · 2.1% · long · since 2025-06-30
- 25434V500 · 2.0% · long · since 2025-06-30
- 316092840 · 2.0% · long · since 2025-06-30
- JNJ · 1.9% · long · since 2025-06-30