Investment Advisory Group, LLC Sells in Q2 2025

Investment Advisory Group, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-610
- 1.91%
$172.42 - $223.89 $105K - $137K
31.3K $6.43M
TPL
Texas Pacific Land Corp

Energy
-35
- 3.49%
$1036.28 - $1430.55 $36.3K - $50.1K
968 $1.02M
AMGN
Amgen Inc

Healthcare
-8
- 0.39%
$262.28 - $309.85 $2.1K - $2.48K
2.06K $574K
VZ
Verizon Communications Inc

Communication Services
-686
- 4.65%
$41.67 - $45.62 $28.6K - $31.3K
14.1K $608K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.23K
- 6.41%
$50.41 - $51.17 $62K - $62.9K
18K $917K
CVX
Chevron Corp

Energy
-82
- 4.63%
$133.73 - $168.51 $11K - $13.8K
1.69K $241K
IEMG
Ishares Inc

ETFs
-953
- 20.02%
N/A
3.81K $204K
MA
Mastercard Inc

Financial Services
-101
- 14.23%
$479.92 - $590.74 $48.5K - $59.7K
609 $342K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.7%
$421.16 - $509.5 $2.11K - $2.55K
712 $316K
O
Realty Income Corp

Real Estate
-282
- 1.11%
$52.27 - $58.52 $14.7K - $16.5K
25.2K $1.45M
MO
Altria Group, Inc.

Consumer Defensive
-134
- 2.08%
$55.56 - $60.91 $7.45K - $8.16K
6.3K $369K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-155
- 3.36%
$121.58 - $136.74 $18.8K - $21.2K
4.46K $605K
XLP
Consumer Staples Sector Spdr

ETFs
-188
- 2.02%
N/A
9.13K $694K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-289
- 1.74%
$105.23 - $109.61 $30.4K - $31.7K
16.3K $1.79M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-114
- 3.63%
$75.05 - $77.34 $8.56K - $8.82K
3.03K $233K
RGEN
Repligen Corp

Healthcare
-2
- 0.12%
$108.89 - $145.23 $218 - $290
1.72K $214K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-100
- 2.22%
$50.1 - $51.02 $5.01K - $5.1K
4.4K $224K
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.72%
$96.91 - $113.0 $1.36K - $1.58K
1.93K $214K
IYR
Ishares Tr

ETFs
-24
- 0.58%
$84.48 - $96.25 $2.03K - $2.31K
4.11K $389K
VCIT
Vanguard Intermediate Term Cor

ETFs
-121
- 1.86%
$79.56 - $82.92 $9.63K - $10K
6.38K $528K
V
Visa Inc.

Financial Services
-1
- 0.1%
$308.27 - $373.31 $308 - $373
994 $352K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1K
- 11.94%
$22.27 - $29.21 $22.3K - $29.2K
7.38K $215K
SYK
Stryker Corp

Healthcare
-24
- 3.4%
$337.37 - $395.63 $8.1K - $9.5K
682 $269K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-55
- 0.1%
$45.12 - $46.23 $2.48K - $2.54K
56.3K $2.6M
AME
Ametek Inc

Industrials
-2
- 0.07%
$151.41 - $182.75 $303 - $366
2.72K $491K
XLF
Financial Sector Spdr

ETFs
-480
- 2.57%
$43.92 - $52.37 $21.1K - $25.1K
18.2K $952K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.72K
- 5.02%
$52.31 - $63.72 $142K - $173K
51.4K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
-569
- 12.16%
$210.28 - $289.91 $120K - $165K
4.11K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-915
- 4.17%
$39.89 - $49.46 $36.5K - $45.3K
21K $1.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-341
- 0.5%
$85.42 - $94.39 $29.1K - $32.2K
68.3K $6.41M
DIS
Walt Disney CO

Communication Services
-117
- 4.88%
$81.72 - $124.01 $9.56K - $14.5K
2.28K $283K
AOK
Ishares Tr Core Conservative A

ETFs
-2.92K
- 2.02%
$36.09 - $39.07 $105K - $114K
142K $5.53M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 0.72%
$468.22 - $566.51 $11.7K - $14.2K
3.45K $1.95M
IBM
International Business Machines Corp

Technology
-4
- 0.15%
$221.03 - $294.78 $884 - $1.18K
2.62K $773K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-183
- 1.02%
$35.12 - $48.24 $6.43K - $8.83K
17.7K $854K
GOOG
Alphabet Inc.

Communication Services
-113
- 1.45%
$146.58 - $180.01 $16.6K - $20.3K
7.69K $1.36M
VTHR
Vanguard Russell 3000 ETF

ETFs
-55
- 0.91%
$218.71 - $272.75 $12K - $15K
5.98K $1.63M
IEFA
Ishares Tr

ETFs
-387
- 1.36%
$67.83 - $84.09 $26.3K - $32.5K
28K $2.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 0.58%
$320.42 - $424.58 $9.61K - $12.7K
5.13K $2.18M
META
Meta Platforms, Inc.

Communication Services
-87
- 2.9%
$484.66 - $738.09 $42.2K - $64.2K
2.91K $2.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-168
- 0.14%
$90.56 - $109.49 $15.2K - $18.4K
118K $12.8M
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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