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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
188
+ 1.06%
$47.75 - $54.24 $8.98K - $10.2K
17.9K $961K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.18K
+ 12.71%
$21.69 - $23.34 $69K - $74.2K
28.2K $656K
SLV
I Shares Silver Trust

ETFs
675
+ 8.74%
$32.73 - $42.5 $22.1K - $28.7K
8.4K $355K
STT
State Street Corp

Financial Services
674
+ 28.61%
$102.01 - $117.25 $68.8K - $79K
3.03K $351K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.01%
$118.16 - $123.66 $118 - $124
18.2K $2.23M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.77K
+ 6.46%
$30.67 - $32.13 $54.2K - $56.8K
29.1K $920K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.04K
+ 1.48%
$45.26 - $46.63 $46.9K - $48.3K
70.9K $3.28M
DFAU
Dimensional ETF Tr

ETFs
5
+ 0.02%
$42.42 - $45.96 $212 - $230
22.4K $1.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.02%
$182.33 - $194.5 $182 - $195
5.39K $1.05M
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 0.16%
$64.12 - $68.08 $1.41K - $1.5K
13.7K $934K
IXUS
Ishares Tr

ETFs
50
+ 0.66%
$76.35 - $82.58 $3.82K - $4.13K
7.66K $632K
CVX
Chevron Corp

Energy
63
+ 3.73%
$145.57 - $161.83 $9.17K - $10.2K
1.75K $271K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$94.4 - $104.27 $94.4 - $104
5.56K $572K
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$51.37 - $54.25 $154 - $163
18.2K $979K
VGSH
Vanguard

ETFs
367
+ 0.8%
$58.43 - $58.88 $21.4K - $21.6K
46.3K $2.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
125
+ 1.69%
$28.92 - $32.19 $3.62K - $4.02K
7.5K $239K
RGEN
Repligen Corp

Healthcare
2
+ 0.12%
$111.43 - $134.0 $223 - $268
1.72K $230K
WFC
Wells Fargo & Company

Financial Services
6
+ 0.15%
$77.05 - $85.16 $462 - $511
4.02K $336K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
100
+ 1.01%
$50.29 - $50.86 $5.03K - $5.09K
9.98K $507K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5
+ 0.18%
$100.16 - $100.7 $501 - $504
2.82K $284K
Fidelity Covington Trust
419
+ 6.32%
N/A
7.05K $0
Pimco ETF Tr
5.13K
+ 24.59%
N/A
26K $0
J P Morgan Exchange Traded F
47
+ 0.82%
N/A
5.78K $0
Dimensional ETF Trust
6.06K
+ 13.78%
N/A
50K $0
Dimensional ETF Trust
31
+ 0.75%
N/A
4.17K $0
Vanguard Malvern Fds
4.43K
+ 16.97%
N/A
30.5K $0
V
Visa Inc.

Financial Services
33
+ 3.32%
$332.09 - $358.86 $11K - $11.8K
1.03K $350K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$66.2 - $71.79 $66.2 - $71.8
6.28K $429K
WM
Waste Management Inc

Industrials
21
+ 1.28%
$213.88 - $237.1 $4.49K - $4.98K
1.66K $367K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 3.29%
$915.95 - $994.57 $12.8K - $13.9K
440 $407K
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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