Investment Advisory Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20M, Vanguard Whitehall Fds (Vangua with a value of $19.7M, Dimensional ETF Tr U S Core Eq with a value of $19.4M, Ishares Core S&P Sm Cap ETF with a value of $13.4M, and Ishares Core S&P 500 ETF with a value of $12.1M.
Examining the 13F form we can see an increase of $9.05M in the current position value, from $282M to 291M.
Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $233 Million
Technology: $17.7 Million
Consumer Cyclical: $8.39 Million
Communication Services: $5.64 Million
Healthcare: $5.09 Million
Consumer Defensive: $4.95 Million
Financial Services: $4.15 Million
Real Estate: $2.93 Million
Other: $4.45 Million
Stock Holdings Table Market Cap. of $200 Billions or more
