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
GLD
Spdr Gold Trust

ETFs
5
+ 0.16%
$273.71 - $316.29 $1.37K - $1.58K
3.13K $954K
IWD
Ishares Russell 1000 Val ETF

ETFs
31
+ 0.56%
$166.82 - $194.23 $5.17K - $6.02K
5.52K $1.07M
FTNT
Fortinet, Inc.

Technology
3
+ 0.06%
$84.71 - $108.69 $254 - $326
5.06K $535K
DGRO
Ishares Core Dividend Growth E

ETFs
21
+ 0.15%
$55.22 - $63.94 $1.16K - $1.34K
13.7K $876K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 5.45%
$908.13 - $1056.85 $20K - $23.3K
426 $421K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
350
+ 1.02%
$82.21 - $83.12 $28.8K - $29.1K
34.5K $2.86M
T
At&T Inc.

Communication Services
660
+ 3.64%
$26.33 - $28.94 $17.4K - $19.1K
18.8K $543K
MMM
3 M CO

Industrials
123
+ 7.42%
$126.09 - $154.15 $15.5K - $19K
1.78K $270K
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.02%
$38.52 - $48.28 $38.5 - $48.3
4.84K $233K
EFV
Msci Eafe Value ETF

ETFs
4
+ 0.07%
$52.4 - $64.65 $210 - $259
5.38K $341K
BSX
Boston Scientific Corp

Healthcare
2
+ 0.09%
$89.7 - $107.41 $179 - $215
2.3K $247K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
187
+ 0.85%
$41.1 - $42.37 $7.69K - $7.92K
22.3K $942K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86
+ 1.06%
$96.84 - $99.46 $8.33K - $8.55K
8.17K $810K
VGSH
Vanguard

ETFs
82
+ 0.18%
$58.32 - $58.95 $4.78K - $4.83K
45.9K $2.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
20
+ 0.14%
$58.63 - $59.9 $1.17K - $1.2K
14.8K $885K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
64
+ 1.5%
$77.74 - $78.78 $4.98K - $5.04K
4.34K $341K
DVY
Ishares Tr

ETFs
8
+ 0.06%
$118.37 - $134.86 $947 - $1.08K
13.6K $1.81M
IEF
Ishares Barclays

ETFs
1
+ 0.03%
$93.15 - $96.56 $93.2 - $96.6
2.98K $285K
WELL
Welltower Inc.

Real Estate
1
+ 0.02%
$136.49 - $155.22 $136 - $155
4.89K $751K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5
+ 0.18%
$100.04 - $100.54 $500 - $503
2.82K $283K
Pimco ETF Tr
3.61K
+ 20.89%
N/A
20.9K $0
Fidelity Covington Trust
9
+ 0.02%
N/A
37.9K $0
Vanguard Malvern Fds
4.94K
+ 23.3%
N/A
26.1K $0
Dimensional ETF Trust
1
+ 0.02%
N/A
4.14K $0
Dimensional ETF Trust
8.71K
+ 24.68%
N/A
44K $0
WM
Waste Management Inc

Industrials
1
+ 0.06%
$216.47 - $242.1 $216 - $242
1.64K $375K
PFF
Ishares Trust Ishares Pfd And

ETFs
11
+ 0.04%
$29.0 - $30.68 $319 - $337
27.3K $838K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.22%
$456.3 - $540.39 $456 - $540
460 $229K
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.02%
$79.79 - $91.42 $239 - $274
16.3K $1.45M
XLE
Energy Sector Spdr

ETFs
95
+ 3.46%
$76.44 - $94.13 $7.26K - $8.94K
2.84K $240K
LLY
Eli Lilly & CO

Healthcare
21
+ 2.48%
$713.71 - $898.95 $15K - $18.9K
867 $675K
WAT
Waters Corp

Healthcare
1
+ 0.06%
$307.71 - $366.67 $308 - $367
1.6K $559K
HDV
Ishares Core High Dividend ETF

ETFs
77
+ 0.42%
$108.41 - $120.51 $8.35K - $9.28K
18.2K $2.13M
JNJ
Johnson & Johnson

Healthcare
180
+ 3.77%
$146.36 - $159.82 $26.3K - $28.8K
4.96K $757K
PLD
Prologis, Inc.

Real Estate
5
+ 0.07%
$89.76 - $112.34 $449 - $562
7.32K $769K
ABBV
Abb Vie Inc.

Healthcare
292
+ 6.63%
$170.16 - $206.27 $49.7K - $60.2K
4.7K $871K
XOM
Exxon Mobil Corp

Energy
270
+ 2.17%
$99.93 - $119.04 $27K - $32.1K
12.7K $1.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.79%
$483.48 - $539.8 $14K - $15.7K
3.72K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
285
+ 1.39%
$157.66 - $172.39 $44.9K - $49.1K
20.8K $3.32M
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
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