Investment Advisory Group, LLC Purchases in Q3 2024

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
819
+ 1.77%
$47.18 - $48.74 $38.6K - $39.9K
47.2K $2.3M
FTNT
Fortinet, Inc.

Technology
32
+ 0.64%
$55.39 - $77.55 $1.77K - $2.48K
5.06K $392K
WMT
Walmart Inc.

Consumer Defensive
126
+ 2.08%
$66.91 - $81.4 $8.43K - $10.3K
6.18K $499K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.94K
+ 17.71%
$37.45 - $44.25 $72.7K - $85.8K
12.9K $551K
ORCL
Oracle Corp

Technology
219
+ 12.81%
$125.9 - $170.35 $27.6K - $37.3K
1.93K $328K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
228
+ 4.26%
$95.1 - $106.76 $21.7K - $24.3K
5.58K $595K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.41K
+ 17.9%
$36.98 - $41.55 $52.1K - $58.5K
9.27K $381K
T
At&T Inc.

Communication Services
337
+ 1.39%
$18.21 - $22.28 $6.14K - $7.51K
24.6K $540K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.29%
$99.55 - $123.34 $996 - $1.23K
3.52K $425K
IWR
Ishares Russell Mid Cap ETF

ETFs
144
+ 1.69%
$79.92 - $88.19 $11.5K - $12.7K
8.65K $762K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
200
+ 2.35%
$96.25 - $101.98 $19.3K - $20.4K
8.71K $882K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 6.0%
$488.01 - $604.18 $14.2K - $17.5K
512 $299K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 4.55%
$333.64 - $405.2 $10K - $12.2K
690 $279K
IXUS
Ishares Tr

ETFs
210
+ 3.11%
$64.9 - $73.35 $13.6K - $15.4K
6.97K $506K
MA
Mastercard Inc

Financial Services
30
+ 4.51%
$429.6 - $500.99 $12.9K - $15K
695 $343K
DFIV
Dimensional ETF Tr

ETFs
389
+ 2.63%
$34.66 - $38.38 $13.5K - $14.9K
15.2K $577K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.84%
$237.84 - $263.83 $3.57K - $3.96K
1.8K $473K
RGEN
Repligen Corp

Healthcare
1
+ 0.06%
$119.79 - $167.35 $120 - $167
1.72K $256K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
+ 3.28%
$256.4 - $289.78 $10.3K - $11.6K
1.26K $357K
ABT
Abbott Laboratories

Healthcare
64
+ 2.15%
$100.07 - $118.13 $6.4K - $7.56K
3.04K $346K
KO
Coca Cola CO

Consumer Defensive
146
+ 4.52%
$62.69 - $73.01 $9.15K - $10.7K
3.38K $242K
CSCO
Cisco Systems, Inc.

Technology
94
+ 1.74%
$44.74 - $53.22 $4.21K - $5K
5.51K $293K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.14%
$305.34 - $350.41 $1.22K - $1.4K
2.78K $959K
DFAE
Dimensional ETF Tr

ETFs
62
+ 0.35%
$24.46 - $27.82 $1.52K - $1.72K
17.7K $484K
IYF
Ishares Tr

ETFs
1
+ 0.04%
$93.83 - $105.05 $93.8 - $105
2.81K $292K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
193
+ 6.43%
$74.26 - $78.84 $14.3K - $15.2K
3.19K $250K
MRK
Merck & Co., Inc.

Healthcare
413
+ 19.86%
$111.15 - $128.97 $45.9K - $53.3K
2.49K $283K
AMGN
Amgen Inc

Healthcare
19
+ 0.93%
$309.38 - $337.38 $5.88K - $6.41K
2.06K $663K
WDAY
Workday, Inc.

Technology
8
+ 0.77%
$207.75 - $264.68 $1.66K - $2.12K
1.05K $256K
V
Visa Inc.

Financial Services
34
+ 3.94%
$253.74 - $291.56 $8.63K - $9.91K
897 $246K
IYW
Ishares Dj Us Tech ETF

ETFs
73
+ 0.97%
$133.16 - $158.73 $9.72K - $11.6K
7.58K $1.15M
DFIC
Dimensional ETF Tr Dimensional

ETFs
41
+ 0.45%
$25.36 - $28.37 $1.04K - $1.16K
9.12K $256K
AME
Ametek Inc

Industrials
4
+ 0.15%
$152.74 - $176.01 $611 - $704
2.72K $466K
SCHG
Schwab Strategic Tr Us Large C

ETFs
24
+ 1.16%
$92.63 - $105.69 $2.22K - $2.54K
2.09K $217K
AMD
Advanced Micro Devices Inc

Technology
32
+ 1.58%
$128.67 - $183.96 $4.12K - $5.89K
2.06K $337K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1
+ 0.01%
$8.36 - $9.0 $8.36 - $9
18K $158K
BAC
Bank Of America Corp

Financial Services
54
+ 0.7%
$36.65 - $44.13 $1.98K - $2.38K
7.76K $307K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 0.98%
$460.0 - $505.78 $3.22K - $3.54K
718 $333K
Fidelity Covington Trust
769
+ 2.93%
N/A
27K $0
Dimensional ETF Trust
1
+ 0.02%
N/A
5.02K $0
Vanguard Malvern Fds
7.07K
New
N/A
7.07K $0
Dimensional ETF Trust
10
+ 0.03%
N/A
29.7K $0
VUSB
Vanguard Bd Index Fds
7
+ 0.17%
N/A
4.23K $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5
+ 0.18%
$100.09 - $100.69 $500 - $503
2.8K $281K
XLP
Consumer Staples Sector Spdr

ETFs
45
+ 0.5%
$76.04 - $76.04 $3.42K - $3.42K
9.04K $687K
DIS
Walt Disney CO

Communication Services
9
+ 0.4%
$85.6 - $98.61 $770 - $887
2.24K $215K
WM
Waste Management Inc

Industrials
8
+ 0.49%
$196.96 - $223.45 $1.58K - $1.79K
1.64K $339K
GOOGL
Alphabet Inc.

Communication Services
433
+ 8.59%
$148.65 - $191.18 $64.4K - $82.8K
5.47K $907K
CVX
Chevron Corp

Energy
36
+ 2.12%
$137.88 - $161.97 $4.96K - $5.83K
1.74K $255K
Activity Summary
Buys All Purchases 104 New Holdings 11 Increased Positions 93 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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