Truemark Investments, LLC Top Holdings and 13F Report (2024) → They say it’s ‘unstoppable’ – How I made 43,509% (From Investing Daily) (Ad) About Truemark Investments, LLCInvestment ActivityTruemark Investments, LLC has $108.98 million in total holdings as of March 31, 2024.Truemark Investments, LLC owns shares of 90 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 19.20% of the portfolio was purchased this quarter.About 16.11% of the portfolio was sold this quarter.This quarter, Truemark Investments, LLC has purchased 99 new stocks and bought additional shares in 26 stocks.Truemark Investments, LLC sold shares of 48 stocks and completely divested from 25 stocks this quarter.Largest Holdings NVIDIA $5,460,213Citigroup $3,841,324Broadcom $3,731,029Blue Owl Capital $3,558,278CrowdStrike $3,438,969 Largest New Holdings this Quarter Oracle $2,524,887 HoldingHershey $2,217,495 HoldingTaiwan Semiconductor Manufacturing $2,210,813 HoldingPepsiCo $1,241,696 HoldingAlbertsons Companies $1,147,083 Holding Largest Purchases this Quarter Oracle 20,101 shares (about $2.52M)Hershey 11,401 shares (about $2.22M)Taiwan Semiconductor Manufacturing 16,250 shares (about $2.21M)Citigroup 31,988 shares (about $2.02M)Blue Owl Capital 102,277 shares (about $1.93M) Largest Sales this Quarter Kenvue 65,483 shares (about $1.41M)Lockheed Martin 2,931 shares (about $1.33M)UnitedHealth Group 2,410 shares (about $1.19M)EOG Resources 6,828 shares (about $872.89K)Devon Energy 10,678 shares (about $535.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTruemark Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$5,460,213$646,045 ▲13.4%6,0435.0%Computer and TechnologyCCitigroup$3,841,324$2,022,921 ▲111.2%60,7423.5%FinanceAVGOBroadcom$3,731,029$1,051,050 ▲39.2%2,8153.4%Computer and TechnologyOWLBlue Owl Capital$3,558,278$1,928,944 ▲118.4%188,6683.3%FinanceCRWDCrowdStrike$3,438,969$408,432 ▲13.5%10,7273.2%Computer and TechnologyQCOMQUALCOMM$3,390,063$670,428 ▲24.7%20,0243.1%Computer and TechnologyIOTSamsara$3,181,616$379,260 ▲13.5%84,1922.9%Computer and TechnologyVZVerizon Communications$3,145,657$335,134 ▼-9.6%74,9682.9%Computer and TechnologyNEENextEra Energy$3,020,962$23,583 ▼-0.8%47,2692.8%UtilitiesAEPAmerican Electric Power$2,977,596$54,071 ▼-1.8%34,5832.7%UtilitiesBTIBritish American Tobacco$2,912,994$85,919 ▼-2.9%95,5082.7%Consumer StaplesAMDAdvanced Micro Devices$2,793,624$333,185 ▲13.5%15,4782.6%Computer and TechnologyXOMExxon Mobil$2,755,120$126,469 ▼-4.4%23,7022.5%Oils/EnergyORCLOracle$2,524,887$2,524,887 ▲New Holding20,1012.3%Computer and TechnologyCVXChevron$2,400,487$47,637 ▼-1.9%15,2182.2%Oils/EnergyPMPhilip Morris International$2,399,070$43,978 ▼-1.8%26,1852.2%Consumer StaplesCRH PLC$2,377,067$43,475 ▼-1.8%27,5572.2%ORDHSYHershey$2,217,495$2,217,495 ▲New Holding11,4012.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,210,813$2,210,813 ▲New Holding16,2502.0%Computer and TechnologyDVNDevon Energy$2,200,343$535,822 ▼-19.6%43,8492.0%Oils/EnergySNOWSnowflake$2,105,971$249,995 ▲13.5%13,0321.9%Computer and TechnologyEOGEOG Resources$2,055,923$872,892 ▼-29.8%16,0821.9%Oils/EnergyESTCElastic$2,029,960$241,077 ▲13.5%20,2511.9%Business ServicesDDOGDatadog$1,980,814$236,200 ▲13.5%16,0261.8%Computer and TechnologyMSMorgan Stanley$1,950,054$35,122 ▼-1.8%20,7101.8%FinanceUNHUnitedHealth Group$1,906,079$1,192,227 ▼-38.5%3,8531.7%MedicalKMIKinder Morgan$1,870,552$34,039 ▼-1.8%101,9931.7%Oils/EnergyNOWServiceNow$1,857,969$218,046 ▲13.3%2,4371.7%Computer and TechnologySSentinelOne$1,857,387$221,515 ▲13.5%79,6821.7%Computer and TechnologyZSZscaler$1,805,906$215,360 ▲13.5%9,3751.7%Computer and TechnologyMDTMedtronic$1,772,108$32,420 ▼-1.8%20,3341.6%MedicalGPCGenuine Parts$1,759,230$32,225 ▼-1.8%11,3551.6%Auto/Tires/TrucksOKTAOkta$1,736,378$206,729 ▲13.5%16,5971.6%Computer and TechnologyAMZNAmazon.com$1,546,578$182,905 ▲13.4%8,5741.4%Retail/WholesaleKRKroger$1,521,372$32,850 ▼-2.1%26,6301.4%Retail/WholesaleJNJJohnson & Johnson$1,445,698$25,943 ▼-1.8%9,1391.3%MedicalMBLYMobileye Global$1,399,907$166,762 ▲13.5%43,5431.3%Auto/Tires/TrucksPATHUiPath$1,388,742$165,627 ▲13.5%61,2591.3%Business ServicesGPCRStructure Therapeutics$1,280,828$152,667 ▲13.5%29,8841.2%MedicalSDGRSchrödinger$1,257,444$149,877 ▲13.5%46,5721.2%MedicalRBLXRoblox$1,245,164$148,406 ▲13.5%32,6131.1%Consumer DiscretionaryPEPPepsiCo$1,241,696$1,241,696 ▲New Holding7,0951.1%Consumer StaplesPFEPfizer$1,228,826$22,644 ▼-1.8%44,2821.1%MedicalACIAlbertsons Companies$1,147,083$1,147,083 ▲New Holding53,5021.1%Consumer StaplesTWLOTwilio$1,064,010$126,397 ▲13.5%17,4001.0%Computer and TechnologyUUnity Software$904,516$107,601 ▲13.5%33,8770.8%Computer and TechnologyLMTLockheed Martin$812,398$1,333,224 ▼-62.1%1,7860.7%AerospaceKVUEKenvue$745,864$1,405,266 ▼-65.3%34,7560.7%Consumer StaplesPRMEPrime Medicine$596,281$71,071 ▲13.5%85,1830.5%MedicalABCLAbCellera Biologics$498,105$59,361 ▲13.5%109,9570.5%MedicalRLAYRelay Therapeutics$451,894$53,842 ▲13.5%54,4450.4%MedicalGODNGolden Star Acquisition$241,017$37,059 ▼-13.3%22,6520.2%UnclassifiedFORLFour Leaf Acquisition$214,689$33,021 ▼-13.3%19,9340.2%UnclassifiedINFLECTION PT ACQUISITN CRP$212,122$32,604 ▼-13.3%20,2600.2%CL A ORD SHSGLOBAL LIGHTS ACQUISITION CO$211,764$32,556 ▼-13.3%20,8020.2%ORD SHSBUKIT JALIL GBL ACQUISITION$209,307$32,193 ▼-13.3%19,9340.2%ORD SHSAI TRANSN ACQUISITION CORP$204,922$204,922 ▲New Holding19,9340.2%ORD SHSSPARK I ACQUISITION CORP$204,523$31,457 ▼-13.3%19,9340.2%ORD SHSLEGATO MERGER CORP III$203,227$203,227 ▲New Holding20,0520.2%UNIT 99/99/9999QUETTA ACQUISITION CORP$203,127$31,242 ▼-13.3%19,9340.2%COMTBMCTrailblazer Merger Co. I$202,905$31,188 ▼-13.3%19,0880.2%UnclassifiedBLACK HAWK ACQUISITION CORP$200,622$200,622 ▲New Holding19,7560.2%UNIT 99/99/9999NBSTNewbury Street Acquisition$196,788$30,266 ▼-13.3%18,2380.2%UnclassifiedOAKUOak Woods Acquisition$195,769$30,102 ▼-13.3%18,2620.2%UnclassifiedTMTCTMT Acquisition$195,419$30,032 ▼-13.3%18,2720.2%UnclassifiedAACTAres Acquisition Co. II$195,238$30,029 ▼-13.3%18,4710.2%UnclassifiedESH ACQUISITION CORP$188,921$29,057 ▼-13.3%18,2180.2%COMAIMEI HEALTH TECHNOLOGY CO L$147,364$147,364 ▲New Holding14,3910.1%SHSJVSPAC ACQUISITION CORP$146,303$146,303 ▲New Holding14,2180.1%UNIT 03/11/2024COLOMBIER ACQUISITION CORP I$131,590$131,590 ▲New Holding12,8130.1%COM SHS CL AIRON HORSE ACQUISITIONS CORP$121,318$121,318 ▲New Holding12,1500.1%COMKEEN VISION ACQUISITION CORP$108,794$16,725 ▼-13.3%10,4010.1%SHSGODNRGolden Star Acquisition$6,015$925 ▼-13.3%24,3410.0%GLOBAL LIGHTS ACQUISITION CO$5,814$894 ▼-13.3%20,8020.0%RIGHT 11/14/2024BUKIT JALIL GBL ACQUISITION$4,684$720 ▼-13.3%19,9340.0%RIGHT 12/30/2024TMTCRTMT Acquisition$4,075$627 ▼-13.3%19,9340.0%--OAKUROak Woods Acquisition$3,985$613 ▼-13.3%19,9340.0%--99 ACQUISITION GROUP INC$3,900$600 ▼-13.3%21,6670.0%RIGHT 08/25/2028AI TRANSN ACQUISITION CORP$3,586$3,586 ▲New Holding19,9340.0%RIGHT 09/01/2028AIMEI HEALTH TECHNOLOGY CO L$2,817$2,817 ▲New Holding14,3910.0%RIGHT 11/17/2028IRON HORSE ACQUISITIONS CORP$2,552$2,552 ▲New Holding12,1500.0%RIGHT 99/99/9999ARES ACQUISITION CORP II$1,866$287 ▼-13.3%10,0850.0%W EXP 99/99/999ESH ACQUISITION CORP$1,615$248 ▼-13.3%19,9340.0%RIGHT 99/99/9999INFLECTION PT ACQUISITN CRP$1,520$234 ▼-13.3%10,1300.0%W EXP 08/31/202TBMCRTrailblazer Merger Co. I$1,424$219 ▼-13.3%19,0880.0%--FORLWFour Leaf Acquisition$856$132 ▼-13.3%19,9340.0%Financial Services99 ACQUISITION GROUP INC$727$112 ▼-13.3%21,6670.0%W EXP 08/25/202KEEN VISION ACQUISITION CORP$561$86 ▼-13.3%10,4010.0%W EXP 03/15/202IRON HORSE ACQUISITIONS CORP$431$431 ▲New Holding12,1500.0%W EXP 99/99/999OAKUWOak Woods Acquisition$399$61 ▼-13.3%19,9340.0%Financial ServicesTAT&T$0$2,712,403 ▼-100.0%00.0%Computer and TechnologyFEFirstEnergy$0$2,130,166 ▼-100.0%00.0%UtilitiesADIAnalog Devices$0$1,973,488 ▼-100.0%00.0%Computer and TechnologyMOAltria Group$0$1,105,235 ▼-100.0%00.0%Consumer StaplesNYCBNew York Community Bancorp$0$644,766 ▼-100.0%00.0%Finance99 ACQUISITION GROUP INC$0$254,750 ▼-100.0%00.0%CL AAI TRANSN ACQUISITION CORP$0$234,600 ▼-100.0%00.0%UNIT 99/99/9999GHIXGores Holdings IX$0$221,991 ▼-100.0%00.0%UnclassifiedCVIIChurchill Capital Corp VII$0$210,000 ▼-100.0%00.0%UnclassifiedAIMEI HEALTH TECHNOLOGY CO L$0$169,340 ▼-100.0%00.0%UNIT 11/17/2028Showing largest 100 holdings. 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