INVESTMARK ADVISORY GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 140K | $3.95M |
 | FSK | 113K | $1.69M |
 | PFE | 109K | $2.77M |
 | FSCO | 97K | $673.39K |
 | MO | 80K | $5.29M |
 | PM | 45K | $7.33M |
 | AAPL | 44K | $11.28M |
 | WPC | 35K | $2.39M |
 | QCOM | 29K | $4.82M |
 | PG | 26K | $3.94M |
 | CVX | 24K | $3.80M |
 | ABBV | 24K | $5.60M |
 | PEP | 23K | $3.17M |
 | JNJ | 20K | $3.76M |
 | NVDA | 16K | $2.99M |
 | HD | 12K | $4.91M |
 | BDC | 8K | $1.00M |
 | AHR | 8K | $336.22K |
 | MDLZ | 8K | $481.64K |
 | IVT | 7K | $211.18K |
AT&T Inc.
T
Shares Held
140K
Value
$3.95M
FS KKR Capital Corp.
FSK
Shares Held
113K
Value
$1.69M
Pfizer Inc.
PFE
Shares Held
109K
Value
$2.77M
FS Credit Opportunities Corp.
FSCO
Shares Held
97K
Value
$673.39K
Altria Group, Inc.
MO
Shares Held
80K
Value
$5.29M
Philip Morris International Inc.
PM
Shares Held
45K
Value
$7.33M
Apple Inc.
AAPL
Shares Held
44K
Value
$11.28M
W. P. Carey Inc.
WPC
Shares Held
35K
Value
$2.39M
QUALCOMM Incorporated
QCOM
Shares Held
29K
Value
$4.82M
The Procter & Gamble Company
PG
Shares Held
26K
Value
$3.94M
Chevron Corporation
CVX
Shares Held
24K
Value
$3.80M
AbbVie Inc.
ABBV
Shares Held
24K
Value
$5.60M
PepsiCo, Inc.
PEP
Shares Held
23K
Value
$3.17M
Johnson & Johnson
JNJ
Shares Held
20K
Value
$3.76M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.99M
The Home Depot, Inc.
HD
Shares Held
12K
Value
$4.91M
Belden Inc.
BDC
Shares Held
8K
Value
$1.00M
American Healthcare REIT, Inc.
AHR
Shares Held
8K
Value
$336.22K
Mondelez International, Inc.
MDLZ
Shares Held
8K
Value
$481.64K
InvenTrust Properties Corp.
IVT
Shares Held
7K
Value
$211.18K