Investment Advisory Group, LLC Incresed Positions in Q3 2024

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.2K
+ 10.31%
$117.9 - $128.2 $1.68M - $1.82M
152K $19.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.67K
+ 5.17%
$105.53 - $118.34 $599K - $671K
115K $13.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
21.1K
+ 22.36%
$56.04 - $62.2 $1.18M - $1.31M
115K $7.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.3K
+ 109.01%
$44.65 - $47.21 $1.4M - $1.48M
60K $2.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.53K
+ 0.82%
$31.05 - $34.29 $141K - $155K
559K $19.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.4K
+ 52.02%
$57.32 - $62.65 $996K - $1.09M
50.8K $3.16M
VUG
Vanguard Growth ETF

ETFs
1.67K
+ 3.7%
$341.08 - $391.94 $571K - $656K
46.9K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
889
+ 4.76%
$520.18 - $576.82 $462K - $513K
19.6K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.1K
+ 36.87%
$255.18 - $283.2 $791K - $878K
11.5K $3.26M
AAPL
Apple Inc.

Technology
286
+ 0.87%
$207.23 - $234.82 $59.3K - $67.2K
33K $7.69M
IVE
Ishares S&P 500 Value ETF

ETFs
1.55K
+ 11.11%
$181.06 - $197.17 $281K - $306K
15.5K $3.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.07K
+ 4.92%
$84.77 - $97.13 $261K - $299K
65.5K $6.27M
VB
Vanguard Small Cap ETF

ETFs
1.06K
+ 12.29%
$214.77 - $237.72 $227K - $252K
9.67K $2.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.42K
+ 4.69%
$59.25 - $65.33 $143K - $158K
54K $3.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.86K
+ 1.44%
$42.66 - $45.18 $79.1K - $83.8K
130K $5.88M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.67K
+ 18.03%
$81.31 - $83.29 $298K - $305K
24K $2M
META
Meta Platforms, Inc.

Communication Services
246
+ 9.58%
$453.41 - $572.44 $112K - $141K
2.81K $1.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.52K
+ 6.55%
$77.02 - $85.06 $117K - $129K
24.7K $2.09M
O
Realty Income Corp

Real Estate
276
+ 1.13%
$52.36 - $63.42 $14.5K - $17.5K
24.7K $1.57M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.38K
+ 31.77%
$41.34 - $43.55 $222K - $234K
22.3K $963K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.63K
+ 16.59%
$71.45 - $75.64 $188K - $199K
18.5K $1.39M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
165
+ 0.17%
$38.51 - $41.69 $6.35K - $6.88K
98.2K $4.09M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.02%
$82.97 - $98.97 $249 - $297
16.3K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
3.39K
+ 33.32%
$47.6 - $53.31 $162K - $181K
13.6K $717K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.1K
+ 7.77%
$41.9 - $48.26 $87.8K - $101K
29.1K $1.39M
ABBV
Abb Vie Inc.

Healthcare
567
+ 15.06%
$163.84 - $199.33 $92.9K - $113K
4.33K $855K
VGSH
Vanguard

ETFs
2.77K
+ 6.68%
$57.74 - $59.13 $160K - $164K
44.3K $2.61M
IBM
International Business Machines Corp

Technology
307
+ 10.76%
$175.1 - $223.38 $53.8K - $68.6K
3.16K $698K
NVDA
Nvidia Corp

Technology
1.88K
+ 15.34%
$98.91 - $134.91 $186K - $253K
14.1K $1.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 0.62%
$405.19 - $478.57 $8.51K - $10K
3.41K $1.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.8K
+ 3.45%
$44.83 - $47.42 $80.7K - $85.4K
53.9K $2.54M
DGRO
Ishares Core Dividend Growth E

ETFs
1.62K
+ 14.12%
$57.47 - $62.76 $92.9K - $101K
13.1K $819K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
82
+ 1.95%
$475.2 - $527.7 $39K - $43.3K
4.28K $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
212
+ 4.22%
$434.77 - $502.96 $92.2K - $107K
5.24K $2.56M
JPM
Jpmorgan Chase & CO

Financial Services
470
+ 10.05%
$194.9 - $224.8 $91.6K - $106K
5.15K $1.08M
VTHR
Vanguard Russell 3000 ETF

ETFs
251
+ 4.92%
$228.55 - $253.74 $57.4K - $63.7K
5.35K $1.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.76K
+ 31.9%
$57.8 - $60.8 $101K - $107K
7.26K $438K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.04K
+ 24.37%
$90.01 - $95.32 $93.6K - $99.1K
5.31K $502K
LLY
Eli Lilly & CO

Healthcare
140
+ 22.44%
$772.14 - $960.02 $108K - $134K
764 $676K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
819
+ 1.77%
$47.18 - $48.74 $38.6K - $39.9K
47.2K $2.3M
FTNT
Fortinet, Inc.

Technology
32
+ 0.64%
$55.39 - $77.55 $1.77K - $2.48K
5.06K $392K
WMT
Walmart Inc.

Consumer Defensive
126
+ 2.08%
$66.91 - $81.4 $8.43K - $10.3K
6.18K $499K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.94K
+ 17.71%
$37.45 - $44.25 $72.7K - $85.8K
12.9K $551K
ORCL
Oracle Corp

Technology
219
+ 12.81%
$125.9 - $170.35 $27.6K - $37.3K
1.93K $328K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
228
+ 4.26%
$95.1 - $106.76 $21.7K - $24.3K
5.58K $595K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.41K
+ 17.9%
$36.98 - $41.55 $52.1K - $58.5K
9.27K $381K
T
At&T Inc.

Communication Services
337
+ 1.39%
$18.21 - $22.28 $6.14K - $7.51K
24.6K $540K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.29%
$99.55 - $123.34 $996 - $1.23K
3.52K $425K
IWR
Ishares Russell Mid Cap ETF

ETFs
144
+ 1.69%
$79.92 - $88.19 $11.5K - $12.7K
8.65K $762K
Activity Summary
Buys All Purchases 104 New Holdings 11 Increased Positions 93 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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