Investment Advisory Group, LLC Portfolio Holdings
Investment Advisory Group, LLC
- $290 Million
- Q1 2025
Investment Advisory Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $20.6M, Vanguard Growth ETF with a value of $19.7M, Dimensional ETF Tr U S Core Eq with a value of $18.6M, Ishares Core S&P Sm Cap ETF with a value of $12.2M, and Ishares Core S&P 500 ETF with a value of $11.8M.
Examining the 13F form we can see an decrease of $1.38M in the current position value, from $291M to 290M.
Below you can find more details about Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 168
- Current Value $290 Million
- Prior Value $291 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 6 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 35 stocks