Investment Advisory Group, LLC Purchases in Q4 2024

Investment Advisory Group, LLC

  • $291 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.82K
+ 3.89%
$378.79 - $428.11 $691K - $781K
48.8K $20M
DFUS
Dimensional ETF Tr U S Equity

ETFs
18.2K
+ 15.81%
$61.52 - $66.5 $1.12M - $1.21M
134K $8.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.02K
+ 13.77%
$94.43 - $105.47 $852K - $951K
74.5K $7.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.8K
+ 7.79%
$180.88 - $232.93 $326K - $420K
24.9K $5.47M
IVV
Ishares Core S&P 500 ETF

ETFs
969
+ 4.95%
$570.51 - $610.59 $553K - $592K
20.5K $12.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.43K
+ 35.12%
$81.68 - $82.93 $688K - $699K
32.4K $2.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.99K
+ 17.71%
$61.68 - $67.87 $555K - $610K
59.8K $3.72M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.7K
+ 21.1%
$44.87 - $46.86 $568K - $593K
72.6K $3.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.37K
+ 34.45%
$71.75 - $75.11 $457K - $479K
24.9K $1.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
622
+ 14.52%
$521.84 - $558.82 $325K - $348K
4.91K $2.64M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.27K
New
$77.02 - $78.58 $329K - $336K
4.27K $330K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.7K
+ 44.21%
$42.05 - $48.31 $240K - $275K
18.6K $860K
VB
Vanguard Small Cap ETF

ETFs
1.16K
+ 11.98%
$233.76 - $261.58 $271K - $303K
10.8K $2.6M
IVE
Ishares S&P 500 Value ETF

ETFs
2.08K
+ 13.42%
$189.5 - $206.17 $395K - $430K
17.6K $3.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.25K
+ 3.18%
$124.26 - $134.12 $155K - $168K
40.6K $5.22M
DFIV
Dimensional ETF Tr

ETFs
8.42K
+ 55.55%
$34.86 - $37.97 $294K - $320K
23.6K $836K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.7K
+ 64.71%
$57.78 - $60.4 $271K - $284K
12K $693K
QQQ
Invesco Qqq Trust, Series 1

ETFs
260
+ 4.96%
$481.22 - $538.17 $125K - $140K
5.5K $2.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
238
+ 4.85%
$370.24 - $418.94 $88.1K - $99.7K
5.14K $2.06M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.31K
+ 0.23%
$33.92 - $36.6 $44.4K - $47.9K
561K $19.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.41K
+ 1.58%
$126.68 - $134.74 $305K - $325K
155K $19.7M
BSX
Boston Scientific Corp

Healthcare
2.29K
New
$83.62 - $91.5 $192K - $210K
2.29K $204K
VBK
Vanguard Small Cap Growth ETF

ETFs
716
New
$264.18 - $304.19 $189K - $218K
716 $200K
VTHR
Vanguard Russell 3000 ETF

ETFs
618
+ 11.56%
$251.33 - $271.45 $155K - $168K
5.97K $1.55M
GOOG
Alphabet Inc.

Communication Services
56
+ 0.73%
$163.08 - $198.16 $9.13K - $11.1K
7.68K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
312
+ 2.71%
$280.04 - $302.45 $87.4K - $94.4K
11.8K $3.43M
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.94%
$161.86 - $196.66 $26.1K - $31.7K
5.63K $1.07M
MSFT
Microsoft Corp

Technology
583
+ 4.71%
$406.35 - $454.46 $237K - $265K
13K $5.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4K
+ 23.43%
$58.88 - $64.8 $235K - $259K
21.1K $1.24M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.91K
+ 61.54%
$44.21 - $46.46 $129K - $135K
7.64K $339K
AVLV
American Centy ETF Tr Avantis
1.68K
+ 22.89%
$65.51 - $71.22 $110K - $120K
9.02K $602K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.64K
+ 10.57%
$77.86 - $79.27 $127K - $130K
17.1K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 7.26%
$442.29 - $483.08 $110K - $120K
3.66K $1.66M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 0.25%
$340.59 - $380.5 $2.38K - $2.66K
2.79K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 11.47%
$873.59 - $994.69 $43.7K - $49.7K
486 $445K
XLF
Financial Sector Spdr

ETFs
38
+ 0.21%
$44.89 - $51.34 $1.71K - $1.95K
17.9K $863K
DIS
Walt Disney CO

Communication Services
173
+ 7.72%
$92.39 - $117.6 $16K - $20.3K
2.41K $268K
NEAR
Blackrock Short Maturity Bond

ETFs
1.29K
+ 7.2%
$50.28 - $51.08 $64.9K - $65.9K
19.2K $970K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.97K
+ 4.18%
$47.58 - $48.56 $93.9K - $95.9K
49.2K $2.35M
V
Visa Inc.

Financial Services
18
+ 2.01%
$273.87 - $320.91 $4.93K - $5.78K
915 $289K
GLD
Spdr Gold Trust

ETFs
155
+ 5.4%
$236.59 - $257.5 $36.7K - $39.9K
3.03K $732K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.24%
$567.81 - $607.81 $3.41K - $3.65K
2.52K $1.48M
ORCL
Oracle Corp

Technology
240
+ 12.45%
$165.41 - $192.43 $39.7K - $46.2K
2.17K $361K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.04%
$52.45 - $60.02 $105 - $120
5.51K $326K
MA
Mastercard Inc

Financial Services
15
+ 2.16%
$491.3 - $536.15 $7.37K - $8.04K
710 $373K
DFAU
Dimensional ETF Tr

ETFs
298
+ 1.38%
$39.27 - $42.38 $11.7K - $12.6K
21.9K $884K
ABT
Abbott Laboratories

Healthcare
274
+ 9.01%
$111.93 - $119.39 $30.7K - $32.7K
3.31K $374K
DFAS
Dimensional ETF Tr U S Small C

ETFs
124
+ 0.23%
$63.58 - $71.15 $7.88K - $8.82K
54.1K $3.52M
DGRO
Ishares Core Dividend Growth E

ETFs
593
+ 4.54%
$60.73 - $64.94 $36K - $38.5K
13.7K $838K
Activity Summary
Buys All Purchases 92 New Holdings 5 Increased Positions 87 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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