Investment Advisory Group, LLC Purchases in Q1 2025

Investment Advisory Group, LLC

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.97K
+ 4.51%
$126.11 - $135.06 $879K - $942K
161K $20.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
17.6K
+ 13.19%
$59.61 - $66.71 $1.05M - $1.18M
151K $9.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.1K
+ 17.96%
$27.01 - $28.54 $436K - $461K
106K $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.6K
+ 19.33%
$57.21 - $65.8 $661K - $760K
71.3K $4.15M
VEA
Vanguard Ftse Developed Market

ETFs
6.06K
+ 42.15%
$47.4 - $52.99 $287K - $321K
20.4K $1.05M
VTV
Vanguard Value ETF

ETFs
1.72K
+ 4.54%
$167.73 - $179.21 $288K - $308K
39.6K $6.76M
EFV
Msci Eafe Value ETF

ETFs
5.38K
New
$51.88 - $60.73 $279K - $327K
5.38K $319K
DFAX
Dimensional ETF Tr
837
+ 0.48%
$24.45 - $27.2 $20.5K - $22.8K
175K $4.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.71%
$442.66 - $534.52 $11.5K - $13.9K
3.69K $1.94M
PLTR
Palantir Technologies Inc.

Technology
3.18K
New
$64.98 - $124.62 $207K - $397K
3.18K $268K
GILD
Gilead Sciences, Inc.

Healthcare
1.95K
New
$89.14 - $117.41 $173K - $228K
1.95K $217K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.4K
+ 6.32%
$51.52 - $52.37 $175K - $178K
57.2K $2.99M
STT
State Street Corp

Financial Services
2.36K
New
$84.47 - $102.23 $199K - $241K
2.36K $210K
O
Realty Income Corp

Real Estate
1.63K
+ 6.82%
$51.67 - $58.49 $84.2K - $95.3K
25.5K $1.48M
DFIV
Dimensional ETF Tr

ETFs
2.56K
+ 10.86%
$35.33 - $40.77 $90.5K - $104K
26.1K $1.04M
AOK
Ishares Tr Core Conservative A

ETFs
4.1K
+ 2.92%
$36.86 - $38.15 $151K - $156K
145K $5.43M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.84K
+ 23.71%
$57.44 - $59.4 $163K - $168K
14.8K $877K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.11K
+ 12.33%
$77.7 - $78.94 $164K - $167K
19.2K $1.52M
VGSH
Vanguard

ETFs
2.7K
+ 6.26%
$58.07 - $58.69 $157K - $158K
45.8K $2.69M
GLD
Spdr Gold Trust

ETFs
100
+ 3.3%
$243.19 - $288.14 $24.3K - $28.8K
3.13K $900K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.72K
+ 5.31%
$81.83 - $82.73 $141K - $143K
34.1K $2.82M
XOM
Exxon Mobil Corp

Energy
124
+ 1.0%
$105.44 - $118.93 $13.1K - $14.7K
12.5K $1.48M
ABBV
Abb Vie Inc.

Healthcare
49
+ 1.13%
$169.2 - $216.66 $8.29K - $10.6K
4.4K $922K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.06K
+ 3.79%
$44.72 - $46.25 $92K - $95.1K
56.4K $2.59M
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.04%
$110.86 - $121.12 $776 - $848
18.1K $2.17M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.75K
+ 1.3%
$42.93 - $44.71 $75.2K - $78.3K
136K $5.96M
JNJ
Johnson & Johnson

Healthcare
77
+ 1.64%
$142.06 - $167.7 $10.9K - $12.9K
4.78K $792K
AMGN
Amgen Inc

Healthcare
25
+ 1.22%
$258.59 - $327.36 $6.46K - $8.18K
2.07K $643K
LLY
Eli Lilly & CO

Healthcare
79
+ 10.3%
$725.72 - $929.72 $57.3K - $73.4K
846 $698K
AVLV
American Centy ETF Tr Avantis
1.81K
+ 20.07%
$63.51 - $70.42 $115K - $127K
10.8K $700K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
315
+ 1.5%
$58.01 - $64.46 $18.3K - $20.3K
21.4K $1.34M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.65K
+ 28.83%
$25.54 - $28.79 $67.6K - $76.2K
11.8K $331K
BND
Vanguard Bd Index Fd Inc Total

ETFs
660
+ 2.65%
$71.17 - $73.66 $47K - $48.6K
25.5K $1.87M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.11K
+ 2.26%
$47.59 - $48.35 $52.8K - $53.7K
50.3K $2.43M
ABT
Abbott Laboratories

Healthcare
98
+ 2.96%
$111.1 - $140.22 $10.9K - $13.7K
3.41K $452K
META
Meta Platforms, Inc.

Communication Services
185
+ 6.58%
$576.36 - $736.67 $107K - $136K
3K $1.73M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.17%
$114.1 - $135.66 $685 - $814
3.54K $469K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.14%
$402.49 - $513.76 $402 - $514
717 $347K
V
Visa Inc.

Financial Services
80
+ 8.74%
$306.92 - $362.71 $24.6K - $29K
995 $348K
WM
Waste Management Inc

Industrials
37
+ 2.31%
$200.54 - $233.78 $7.42K - $8.65K
1.64K $379K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.44K
+ 7.76%
$18.36 - $20.51 $26.4K - $29.5K
20K $398K
XLF
Financial Sector Spdr

ETFs
792
+ 4.43%
$47.32 - $52.19 $37.5K - $41.3K
18.7K $918K
PLD
Prologis, Inc.

Real Estate
83
+ 1.15%
$103.59 - $124.04 $8.6K - $10.3K
7.32K $818K
XLE
Energy Sector Spdr

ETFs
398
+ 16.95%
$85.7 - $93.96 $34.1K - $37.4K
2.75K $253K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
381
+ 4.94%
$95.85 - $99.25 $36.5K - $37.8K
8.09K $798K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
595
+ 14.54%
$90.0 - $96.32 $53.6K - $57.3K
4.69K $428K
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 1.61%
$225.19 - $279.95 $16.7K - $20.7K
4.68K $1.15M
CVX
Chevron Corp

Energy
10
+ 0.57%
$146.71 - $167.97 $1.47K - $1.68K
1.77K $296K
IXUS
Ishares Tr

ETFs
100
+ 1.36%
$65.06 - $72.31 $6.51K - $7.23K
7.47K $524K
Activity Summary
Buys All Purchases 106 New Holdings 6 Increased Positions 100 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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