Investment Advisory Group, LLC Incresed Positions in Q2 2025

Investment Advisory Group, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.3K
+ 2.45%
$329.49 - $438.4 $429K - $571K
54.5K $23.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.4K
+ 2.18%
$29.12 - $35.84 $360K - $444K
580K $20.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.95K
+ 5.54%
$114.78 - $133.31 $1.03M - $1.19M
170K $22.7M
IVV
Ishares Core S&P 500 ETF

ETFs
861
+ 4.08%
$498.8 - $620.9 $429K - $535K
21.9K $13.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.21K
+ 4.25%
$82.96 - $110.1 $266K - $353K
78.6K $8.66M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.41K
+ 6.22%
$53.65 - $67.02 $505K - $631K
161K $10.8M
MSFT
Microsoft Corp

Technology
445
+ 3.94%
$354.56 - $497.45 $158K - $221K
11.7K $5.84M
NVDA
Nvidia Corp

Technology
842
+ 6.33%
$94.31 - $157.99 $79.4K - $133K
14.2K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
147
+ 0.59%
$167.32 - $223.3 $24.6K - $32.8K
25.2K $5.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.96K
+ 9.76%
$51.16 - $62.02 $356K - $432K
78.3K $4.85M
VTI
Vanguard Total Stock Market Et

ETFs
730
+ 6.05%
$243.75 - $303.93 $178K - $222K
12.8K $3.89M
DFAX
Dimensional ETF Tr
699
+ 0.4%
$23.37 - $29.39 $16.3K - $20.5K
176K $5.16M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.8K
+ 3.52%
$41.55 - $46.04 $199K - $221K
141K $6.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.35%
$416.06 - $551.64 $8.32K - $11K
5.73K $3.16M
VTV
Vanguard Value ETF

ETFs
1.22K
+ 3.09%
$153.67 - $176.74 $188K - $216K
40.8K $7.21M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.9K
+ 109.05%
$24.94 - $31.15 $322K - $402K
24.7K $769K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.65K
+ 13.38%
$51.68 - $52.76 $395K - $404K
64.9K $3.42M
TSLA
Tesla, Inc.

Consumer Cyclical
98
+ 1.65%
$221.86 - $362.89 $21.7K - $35.6K
6.04K $1.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
145
+ 2.82%
$456.74 - $568.03 $66.2K - $82.4K
5.29K $3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
168
+ 0.34%
$65.84 - $80.81 $11.1K - $13.6K
50.2K $4.02M
IYW
Ishares Dj Us Tech ETF

ETFs
293
+ 3.79%
$122.57 - $173.27 $35.9K - $50.8K
8.03K $1.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.62K
+ 18.86%
$77.94 - $79.5 $282K - $288K
22.8K $1.82M
DFIV
Dimensional ETF Tr

ETFs
5.02K
+ 19.2%
$34.67 - $43.21 $174K - $217K
31.2K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
784
+ 41.88%
$228.54 - $279.83 $179K - $219K
2.66K $743K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.16K
+ 12.37%
$72.02 - $73.82 $227K - $233K
28.7K $2.11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.38K
+ 6.44%
$55.54 - $69.09 $76.4K - $95.1K
22.7K $1.57M
GOOGL
Alphabet Inc.

Communication Services
593
+ 10.43%
$144.7 - $178.6 $85.8K - $106K
6.28K $1.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 11.91%
$24.32 - $27.87 $307K - $352K
119K $3.14M
PLTR
Palantir Technologies Inc.

Technology
198
+ 6.22%
$74.01 - $144.25 $14.7K - $28.6K
3.38K $461K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.11%
$193.73 - $237.37 $2.52K - $3.09K
11.7K $2.77M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.14%
$299.15 - $396.54 $1.2K - $1.59K
2.8K $1.11M
ORCL
Oracle Corp

Technology
18
+ 0.83%
$122.82 - $218.63 $2.21K - $3.94K
2.19K $477K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.02K
+ 25.11%
$17.76 - $22.1 $89.1K - $111K
25K $552K
IVE
Ishares S&P 500 Value ETF

ETFs
126
+ 0.7%
$168.34 - $195.42 $21.2K - $24.6K
18.1K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
393
+ 1.92%
$45.65 - $57.01 $17.9K - $22.4K
20.8K $1.19M
WMT
Walmart Inc.

Consumer Defensive
954
+ 20.73%
$81.79 - $99.98 $78K - $95.4K
5.56K $543K
AVLV
American Centy ETF Tr Avantis
1.25K
+ 11.58%
$56.85 - $68.21 $71.3K - $85.5K
12.1K $824K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$180.84 - $240.32 $181 - $240
2.79K $670K
DFAU
Dimensional ETF Tr

ETFs
151
+ 0.68%
$34.04 - $42.36 $5.14K - $6.4K
22.4K $949K
CSCO
Cisco Systems, Inc.

Technology
765
+ 13.88%
$53.19 - $69.38 $40.7K - $53.1K
6.28K $435K
WFC
Wells Fargo & Company

Financial Services
804
+ 25.07%
$60.98 - $80.12 $49K - $64.4K
4.01K $321K
HD
Home Depot, Inc.

Consumer Cyclical
238
+ 32.87%
$335.24 - $380.78 $79.8K - $90.6K
962 $352K
CGDV
Capital Group Divid Value ETF

ETFs
1.39K
+ 18.52%
$31.93 - $39.49 $44.3K - $54.7K
8.87K $350K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.32K
+ 2.62%
$47.89 - $48.65 $63K - $64K
51.6K $2.51M
RTX
Raytheon Technologies Corp

Industrials
192
+ 5.42%
$113.75 - $148.48 $21.8K - $28.5K
3.73K $545K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.02%
$152.42 - $182.82 $152 - $183
5.39K $985K
ABT
Abbott Laboratories

Healthcare
431
+ 12.63%
$123.95 - $138.08 $53.4K - $59.5K
3.84K $522K
BAC
Bank Of America Corp

Financial Services
541
+ 6.93%
$34.39 - $47.46 $18.6K - $25.7K
8.35K $394K
IXUS
Ishares Tr

ETFs
140
+ 1.88%
$62.37 - $77.63 $8.73K - $10.9K
7.61K $588K
Activity Summary
Buys All Purchases 102 New Holdings 12 Increased Positions 90 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email