Investment Advisory Group, LLC Reduced Holdings in Q4 2024

Investment Advisory Group, LLC

  • $291 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-4.06K
- 2.28%
$24.76 - $27.04 $100K - $110K
174K $4.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.05K
- 3.66%
$67.29 - $73.38 $138K - $151K
54K $3.67M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.8K
- 9.71%
$106.56 - $113.11 $192K - $204K
16.8K $1.79M
O
Realty Income Corp

Real Estate
-842
- 3.41%
$51.76 - $64.71 $43.6K - $54.5K
23.9K $1.28M
IEFA
Ishares Tr

ETFs
-766
- 2.62%
$70.06 - $77.43 $53.7K - $59.3K
28.5K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.72K
- 12.82%
$44.04 - $49.49 $164K - $184K
25.3K $1.12M
AOK
Ishares Tr Core Conservative A

ETFs
-2.03K
- 1.42%
$37.3 - $38.64 $75.5K - $78.2K
140K $5.24M
DFAE
Dimensional ETF Tr

ETFs
-7.1K
- 40.17%
$25.36 - $28.15 $180K - $200K
10.6K $268K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-359
- 0.51%
$88.59 - $94.57 $31.8K - $34K
69.5K $6.17M
XOM
Exxon Mobil Corp

Energy
-431
- 3.37%
$105.51 - $125.37 $45.5K - $54K
12.3K $1.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.01K
- 11.54%
$96.64 - $101.23 $97.1K - $102K
7.71K $746K
AMGN
Amgen Inc

Healthcare
-19
- 0.92%
$258.78 - $328.31 $4.92K - $6.24K
2.04K $531K
IBM
International Business Machines Corp

Technology
-512
- 16.2%
$204.9 - $238.04 $105K - $122K
2.65K $582K
IEMG
Ishares Inc

ETFs
-2.11K
- 26.95%
N/A
5.72K $306K
WFC
Wells Fargo & Company

Financial Services
-2.77K
- 46.35%
$54.98 - $77.35 $152K - $214K
3.21K $225K
JNJ
Johnson & Johnson

Healthcare
-183
- 3.75%
$143.34 - $165.86 $26.2K - $30.4K
4.7K $679K
HDV
Ishares Core High Dividend ETF

ETFs
-74
- 0.41%
$110.82 - $121.28 $8.2K - $8.97K
18.1K $2.03M
VGSH
Vanguard

ETFs
-1.15K
- 2.6%
$58.02 - $58.88 $66.7K - $67.7K
43.1K $2.51M
VZ
Verizon Communications Inc

Communication Services
-443
- 2.74%
$39.6 - $45.21 $17.5K - $20K
15.7K $628K
WMT
Walmart Inc.

Consumer Defensive
-1.61K
- 26.01%
$79.1 - $95.7 $127K - $154K
4.57K $413K
DVY
Ishares Tr

ETFs
-203
- 1.45%
$129.55 - $143.41 $26.3K - $29.1K
13.8K $1.81M
KORP
American Centy ETF Tr Diversif

ETFs
-1.25K
- 15.72%
$45.76 - $48.27 $57.2K - $60.3K
6.7K $307K
PFF
Ishares Trust Ishares Pfd And

ETFs
-417
- 1.5%
$31.23 - $33.51 $13K - $14K
27.3K $859K
EEM
Ishares Msci Emerging Markets

ETFs
-726
- 13.0%
$41.82 - $47.36 $30.4K - $34.4K
4.86K $203K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-44
- 0.94%
$131.66 - $144.0 $5.79K - $6.34K
4.62K $609K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-205
- 0.92%
$41.17 - $43.34 $8.44K - $8.88K
22.1K $914K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-85
- 2.47%
$563.99 - $620.12 $47.9K - $52.7K
3.36K $1.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 0.28%
$396.64 - $516.74 $793 - $1.03K
716 $288K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
-445
- 13.07%
$86.49 - $88.43 $38.5K - $39.4K
2.96K $257K
WAT
Waters Corp

Healthcare
-155
- 8.2%
$323.11 - $392.01 $50.1K - $60.8K
1.74K $643K
TIP
Ishares Tr Tips Bd ETF

ETFs
-200
- 7.1%
$106.33 - $110.69 $21.3K - $22.1K
2.62K $278K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-208
- 4.41%
$58.61 - $64.79 $12.2K - $13.5K
4.51K $264K
VBR
Vanguard Small Cap Value ETF

ETFs
-130
- 10.5%
$197.36 - $217.3 $25.7K - $28.2K
1.11K $219K
MMM
3 M CO

Industrials
-100
- 5.88%
$124.74 - $137.12 $12.5K - $13.7K
1.6K $206K
SLV
I Shares Silver Trust

ETFs
-226
- 2.83%
$26.33 - $31.74 $5.95K - $7.17K
7.77K $204K
WM
Waste Management Inc

Industrials
-31
- 1.9%
$201.79 - $228.46 $6.26K - $7.08K
1.6K $323K
VIG
Vanguard Dividend Appreciation

ETFs
-49
- 0.18%
N/A
27K $4.91M
MO
Altria Group, Inc.

Consumer Defensive
-316
- 4.68%
$49.06 - $57.74 $15.5K - $18.2K
6.43K $336K
IWR
Ishares Russell Mid Cap ETF

ETFs
-54
- 0.62%
$87.25 - $95.52 $4.71K - $5.16K
8.6K $760K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-16
- 1.27%
$278.19 - $315.36 $4.45K - $5.05K
1.24K $357K
IYF
Ishares Tr

ETFs
-79
- 2.81%
$102.7 - $119.05 $8.11K - $9.4K
2.74K $302K
T
At&T Inc.

Communication Services
-44
- 0.18%
$21.22 - $23.88 $934 - $1.05K
24.5K $558K
JPM
Jpmorgan Chase & CO

Financial Services
-540
- 10.49%
$205.18 - $250.29 $111K - $135K
4.61K $1.1M
BAC
Bank Of America Corp

Financial Services
-25
- 0.32%
$39.22 - $47.77 $981 - $1.19K
7.73K $339K
IYW
Ishares Dj Us Tech ETF

ETFs
-72
- 0.95%
$148.14 - $166.23 $10.7K - $12K
7.51K $1.2M
NVDA
Nvidia Corp

Technology
-239
- 1.69%
$117.0 - $148.88 $28K - $35.6K
13.9K $1.86M
AAPL
Apple Inc.

Technology
-708
- 2.14%
$221.69 - $259.02 $157K - $183K
32.3K $8.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-161
- 2.6%
$213.65 - $479.86 $34.4K - $77.3K
6.02K $2.43M
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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