Investment Advisory Group, LLC Reduced Holdings in Q1 2025

Investment Advisory Group, LLC

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.66K
- 12.84%
$375.39 - $447.2 $625K - $744K
11.3K $4.24M
AAPL
Apple Inc.

Technology
-351
- 1.09%
$209.68 - $247.1 $73.6K - $86.7K
32K $7.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-83
- 1.38%
$222.15 - $428.22 $18.4K - $35.5K
5.94K $1.54M
NVDA
Nvidia Corp

Technology
-569
- 4.1%
$106.98 - $149.43 $60.9K - $85K
13.3K $1.44M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-692
- 3.72%
$39.97 - $48.7 $27.7K - $33.7K
17.9K $717K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.39K
- 13.39%
$42.5 - $46.71 $144K - $158K
21.9K $994K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.81K
- 3.87%
$44.41 - $45.98 $125K - $129K
69.8K $3.18M
IEF
Ishares Barclays

ETFs
-835
- 21.88%
$91.17 - $95.39 $76.1K - $79.7K
2.98K $283K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-500
- 17.86%
$94.5 - $110.71 $47.3K - $55.4K
2.3K $220K
COST
Costco Wholesale Corp

Consumer Defensive
-82
- 16.87%
$890.62 - $1076.86 $73K - $88.3K
404 $382K
IEMG
Ishares Inc

ETFs
-957
- 16.74%
N/A
4.76K $255K
T
At&T Inc.

Communication Services
-6.42K
- 26.16%
$21.56 - $28.28 $138K - $182K
18.1K $512K
AMD
Advanced Micro Devices Inc

Technology
-48
- 2.29%
$96.63 - $129.55 $4.64K - $6.22K
2.05K $210K
PG
Procter & Gamble CO

Consumer Defensive
-572
- 2.71%
$158.56 - $176.26 $90.7K - $101K
20.5K $3.5M
DIS
Walt Disney CO

Communication Services
-13
- 0.54%
$96.87 - $114.0 $1.26K - $1.48K
2.4K $236K
MRK
Merck & Co., Inc.

Healthcare
-36
- 1.43%
$83.01 - $101.02 $2.99K - $3.64K
2.48K $222K
PFF
Ishares Trust Ishares Pfd And

ETFs
-16
- 0.06%
$30.73 - $32.26 $492 - $516
27.3K $843K
DVY
Ishares Tr

ETFs
-196
- 1.42%
$128.58 - $138.1 $25.2K - $27.1K
13.6K $1.81M
Dimensional ETF Trust
-962
- 18.86%
N/A
4.14K $0
Fidelity Covington Trust
-397
- 5.65%
N/A
6.63K $0
DFSU
Dimensional ETF Tr Dimen Us Su
-216
- 1.07%
N/A
20.1K $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-55
- 1.72%
$73.78 - $76.59 $4.06K - $4.21K
3.14K $239K
NEAR
Blackrock Short Maturity Bond

ETFs
-30
- 0.16%
$50.4 - $50.89 $1.51K - $1.53K
19.2K $975K
BWX
Spdr Bloomberg International T

ETFs
-96
- 0.59%
$20.94 - $22.04 $2.01K - $2.12K
16.1K $351K
EEM
Ishares Msci Emerging Markets

ETFs
-19
- 0.39%
$40.81 - $45.34 $775 - $861
4.84K $211K
NOC
Northrop Grumman Corp

Industrials
-21
- 4.38%
$433.45 - $513.82 $9.1K - $10.8K
459 $235K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-154
- 0.92%
$105.1 - $109.61 $16.2K - $16.9K
16.6K $1.8M
KO
Coca Cola CO

Consumer Defensive
-210
- 6.1%
$60.81 - $72.32 $12.8K - $15.2K
3.23K $231K
SLV
I Shares Silver Trust

ETFs
-48
- 0.62%
$26.93 - $31.32 $1.29K - $1.5K
7.72K $239K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-3.97K
- 7.36%
$67.08 - $76.14 $267K - $303K
50K $3.7M
VZ
Verizon Communications Inc

Communication Services
-970
- 6.17%
$37.81 - $46.49 $36.7K - $45.1K
14.8K $669K
IBM
International Business Machines Corp

Technology
-20
- 0.76%
$217.4 - $264.74 $4.35K - $5.29K
2.63K $653K
IEFA
Ishares Tr

ETFs
-115
- 0.4%
$69.57 - $78.65 $8K - $9.04K
28.4K $2.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-915
- 1.32%
$87.68 - $94.52 $80.2K - $86.5K
68.6K $6.36M
Activity Summary
Buys All Purchases 106 New Holdings 6 Increased Positions 100 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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