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
XLP
Consumer Staples Sector Spdr

ETFs
241
+ 2.67%
N/A
9.28K $705K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.28K
+ 300.05%
$25.93 - $105.3 $163K - $661K
8.37K $233K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$201.32 - $217.44 $201 - $217
2.79K $576K
VO
Vanguard Mid Cap ETF

ETFs
14
+ 0.78%
$261.5 - $284.63 $3.66K - $3.98K
1.81K $477K
WELL
Welltower Inc.

Real Estate
85
+ 1.77%
$123.11 - $139.3 $10.5K - $11.8K
4.89K $616K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6
+ 0.21%
$100.22 - $100.73 $601 - $604
2.81K $281K
Marriott Vacations Worldwide
32K
New
N/A
32K $0
Dimensional ETF Trust
78
+ 1.55%
N/A
5.1K $0
Dimensional ETF Trust
2.93K
+ 9.84%
N/A
32.7K $0
VUSB
Vanguard Bd Index Fds
8
+ 0.19%
N/A
4.23K $0
Fidelity Covington Trust
9.98K
+ 37.0%
N/A
37K $0
Pimco ETF Tr
15.3K
New
N/A
15.3K $0
CVX
Chevron Corp

Energy
22
+ 1.27%
$141.15 - $162.53 $3.11K - $3.58K
1.76K $254K
SYK
Stryker Corp

Healthcare
1
+ 0.15%
$345.14 - $392.15 $345 - $392
680 $244K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
100
+ 1.03%
$49.58 - $50.28 $4.96K - $5.03K
9.79K $486K
FLV
American Centy ETF Tr Focused

ETFs
100
+ 3.28%
$66.11 - $71.93 $6.61K - $7.19K
3.15K $210K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.02%
$176.42 - $186.91 $176 - $187
5.39K $959K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.72%
$385.02 - $431.37 $1.93K - $2.16K
695 $270K
SBUX
Starbucks Corp

Consumer Cyclical
45
+ 1.88%
$87.44 - $102.5 $3.93K - $4.61K
2.44K $222K
IEF
Ishares Barclays

ETFs
81
+ 2.17%
$92.08 - $98.18 $7.46K - $7.95K
3.82K $352K
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.57%
$114.45 - $127.21 $2.29K - $2.54K
3.54K $409K
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 0.75%
$183.23 - $199.79 $7.51K - $8.19K
5.49K $1.02M
IXUS
Ishares Tr

ETFs
399
+ 5.73%
$65.95 - $72.56 $26.3K - $29K
7.37K $487K
DFIC
Dimensional ETF Tr Dimensional

ETFs
71
+ 0.78%
$25.61 - $28.0 $1.82K - $1.99K
9.19K $237K
KO
Coca Cola CO

Consumer Defensive
65
+ 1.92%
$61.74 - $71.71 $4.01K - $4.66K
3.44K $214K
BWX
Spdr Bloomberg International T

ETFs
113
+ 0.7%
$21.39 - $23.3 $2.42K - $2.63K
16.2K $345K
VEA
Vanguard Ftse Developed Market

ETFs
800
+ 5.89%
$47.57 - $52.44 $38.1K - $42K
14.4K $687K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 3.32%
$485.52 - $625.25 $8.25K - $10.6K
529 $267K
PSA
Public Storage

Real Estate
73
+ 8.53%
$289.33 - $360.21 $21.1K - $26.3K
929 $278K
MRK
Merck & Co., Inc.

Healthcare
25
+ 1.0%
$96.31 - $114.76 $2.41K - $2.87K
2.52K $250K
VTV
Vanguard Value ETF

ETFs
957
+ 2.59%
$168.32 - $181.87 $161K - $174K
37.9K $6.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.27K
+ 100.0%
$18.41 - $40.87 $171K - $379K
18.5K $343K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
128
+ 0.24%
$51.54 - $52.55 $6.6K - $6.73K
53.8K $2.78M
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.93K
+ 3.02%
$43.44 - $45.05 $171K - $177K
134K $5.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.19K
+ 1.03%
$113.92 - $127.38 $136K - $152K
117K $13.4M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.53%
$164.99 - $203.87 $3.79K - $4.69K
4.35K $773K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.39%
$727.2 - $932.06 $2.18K - $2.8K
767 $592K
AMD
Advanced Micro Devices Inc

Technology
41
+ 1.99%
$118.88 - $172.8 $4.87K - $7.08K
2.1K $253K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
400
+ 0.74%
$45.07 - $47.1 $18K - $18.8K
54.3K $2.46M
PLD
Prologis, Inc.

Real Estate
200
+ 2.84%
$101.4 - $126.96 $20.3K - $25.4K
7.24K $764K
VNQ
Vanguard Specialized Funds Van

ETFs
16
+ 0.1%
$87.85 - $98.6 $1.41K - $1.58K
16.3K $1.45M
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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