Investment Advisory Group, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $254 Million distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $17.9M, Vanguard Growth ETF with a value of $16.9M, Vanguard Whitehall Fds (Vangua with a value of $16.4M, Ishares Core S&P Sm Cap ETF with a value of $11.7M, and Ishares Core S&P 500 ETF with a value of $10.2M.
Examining the 13F form we can see an increase of $15.2M in the current position value, from $239M to 254M.
Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $202 Million
Technology: $16.1 Million
Consumer Cyclical: $6.1 Million
Healthcare: $5.53 Million
Communication Services: $4.94 Million
Consumer Defensive: $4.77 Million
Financial Services: $3.91 Million
Real Estate: $2.85 Million
Other: $3.17 Million
Stock Holdings Table Market Cap. of $200 Billions or more