Investment Advisory Group, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $239 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $17.7M, Vanguard Whitehall Fds (Vangua with a value of $15.5M, Vanguard Growth ETF with a value of $14.8M, Ishares Core S&P Sm Cap ETF with a value of $11.5M, and Ishares Core S&P 500 ETF with a value of $9.54M.

Examining the 13F form we can see an increase of $23.6M in the current position value, from $216M to 239M.

Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $191 Million
Technology: $13.7 Million
Consumer Cyclical: $5.67 Million
Healthcare: $4.83 Million
Communication Services: $4.55 Million
Consumer Defensive: $4.28 Million
Financial Services: $3.68 Million
Real Estate: $3.04 Million
Other: $3.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 158
  • Current Value $239 Million
  • Prior Value $216 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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