Investment Advisory Group, LLC Incresed Positions in Q3 2025

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.78K
+ 5.1%
$433.97 - $484.08 $1.21M - $1.35M
57.3K $27.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.86K
+ 5.2%
$132.9 - $142.03 $1.18M - $1.26M
179K $25.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.8K
+ 9.86%
$67.01 - $72.84 $1.06M - $1.15M
176K $12.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.92K
+ 0.67%
$36.04 - $38.78 $141K - $152K
584K $22.5M
AAPL
Apple Inc.

Technology
654
+ 2.09%
$202.38 - $256.87 $132K - $168K
32K $8.15M
IVV
Ishares Core S&P 500 ETF

ETFs
978
+ 4.46%
$620.67 - $670.08 $607K - $655K
22.9K $15.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.33K
+ 5.5%
$108.97 - $121.65 $471K - $526K
83K $10M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
+ 1.59%
$108.46 - $120.63 $203K - $226K
119K $14.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.4K
+ 13.3%
$62.09 - $66.51 $647K - $693K
88.7K $5.79M
TSLA
Tesla, Inc.

Consumer Cyclical
90
+ 1.49%
$293.94 - $444.72 $26.5K - $40K
6.13K $2.73M
VNQ
Vanguard Specialized Funds Van

ETFs
6.58K
+ 40.33%
$88.47 - $93.24 $582K - $614K
22.9K $2.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
465
+ 8.12%
$546.99 - $602.2 $254K - $280K
6.19K $3.72M
ITOT
Ishares Core S&P Total U.S. St

ETFs
492
+ 1.18%
$135.0 - $146.02 $66.4K - $71.8K
42.1K $6.14M
GOOGL
Alphabet Inc.

Communication Services
180
+ 2.87%
$174.36 - $254.72 $31.4K - $45.8K
6.46K $1.57M
AVLV
American Centy ETF Tr Avantis
5.29K
+ 43.8%
$68.33 - $72.69 $362K - $385K
17.4K $1.26M
DFAX
Dimensional ETF Tr
217
+ 0.12%
$29.25 - $31.56 $6.35K - $6.85K
176K $5.52M
VTI
Vanguard Total Stock Market Et

ETFs
140
+ 1.09%
$303.93 - $329.86 $42.6K - $46.2K
12.9K $4.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 3.69%
$567.77 - $614.76 $111K - $120K
5.48K $3.36M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.26K
+ 12.14%
$48.31 - $48.93 $303K - $306K
57.9K $2.83M
CGDV
Capital Group Divid Value ETF

ETFs
6.96K
+ 78.46%
$39.59 - $42.21 $276K - $294K
15.8K $665K
MSFT
Microsoft Corp

Technology
115
+ 0.98%
$491.09 - $535.64 $56.5K - $61.6K
11.9K $6.14M
DFIV
Dimensional ETF Tr

ETFs
4.11K
+ 13.17%
$42.66 - $46.53 $175K - $191K
35.3K $1.63M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.33K
+ 29.64%
$30.76 - $33.01 $226K - $242K
32.1K $1.05M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.73K
+ 8.39%
$45.6 - $46.92 $216K - $222K
61.1K $2.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
28
+ 0.55%
$420.11 - $472.68 $11.8K - $13.2K
5.15K $2.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
226
+ 6.56%
$567.09 - $607.37 $128K - $137K
3.67K $2.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.77K
+ 12.1%
$78.96 - $80.04 $218K - $221K
25.6K $2.05M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.61K
+ 5.56%
$52.39 - $53.11 $189K - $192K
68.5K $3.63M
IYW
Ishares Dj Us Tech ETF

ETFs
123
+ 1.53%
$171.38 - $197.01 $21.1K - $24.2K
8.15K $1.6M
GLD
Spdr Gold Trust

ETFs
90
+ 2.87%
$300.96 - $355.47 $27.1K - $32K
3.22K $1.14M
AOK
Ishares Tr Core Conservative A

ETFs
783
+ 0.55%
$38.64 - $40.17 $30.3K - $31.5K
142K $5.72M
FDVV
Fidelity High Dividend ETF

ETFs
2.87K
+ 44.27%
$52.42 - $55.71 $150K - $160K
9.35K $520K
PLTR
Palantir Technologies Inc.

Technology
112
+ 3.31%
$130.68 - $186.97 $14.6K - $20.9K
3.49K $637K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.57K
+ 19.24%
$97.75 - $100.75 $154K - $158K
9.74K $976K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.63K
+ 17.73%
$58.97 - $60.36 $155K - $159K
17.4K $1.05M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.33K
+ 14.91%
$41.8 - $43.15 $139K - $143K
25.6K $1.1M
VTHR
Vanguard Russell 3000 ETF

ETFs
55
+ 0.92%
$272.54 - $295.85 $15K - $16.3K
6.03K $1.78M
EOSE
Eos Energy Enterprises, Inc.

Industrials
1.5K
+ 6.98%
$4.63 - $11.17 $6.95K - $16.8K
23K $253K
AVSF
American Centy ETF Tr Avantis

ETFs
3K
+ 69.77%
$46.71 - $47.3 $140K - $142K
7.3K $344K
VO
Vanguard Mid Cap ETF

ETFs
354
+ 13.33%
$279.83 - $293.74 $99.1K - $104K
3.01K $884K
META
Meta Platforms, Inc.

Communication Services
205
+ 7.04%
$695.21 - $791.73 $143K - $162K
3.12K $2.29M
WELL
Welltower Inc.

Real Estate
30
+ 0.61%
$150.71 - $178.14 $4.52K - $5.34K
4.92K $876K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.39K
+ 4.03%
$82.38 - $83.0 $115K - $115K
35.9K $2.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
811
+ 0.68%
$26.38 - $27.95 $21.4K - $22.7K
119K $3.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.29K
+ 4.5%
$72.57 - $74.72 $93.6K - $96.4K
30K $2.23M
RTX
Raytheon Technologies Corp

Industrials
215
+ 5.76%
$144.19 - $167.33 $31K - $36K
3.95K $660K
VEA
Vanguard Ftse Developed Market

ETFs
870
+ 4.18%
$56.02 - $60.3 $48.7K - $52.5K
21.7K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.11%
$393.18 - $439.39 $1.18K - $1.32K
2.8K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.29%
$282.78 - $316.06 $3.39K - $3.79K
4.12K $1.3M
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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