Investment Advisory Group, LLC Reduced Holdings in Q3 2025

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-210
- 1.01%
$150.47 - $161.22 $31.6K - $33.9K
20.6K $3.17M
FTNT
Fortinet, Inc.

Technology
-5
- 0.1%
$74.39 - $107.65 $372 - $538
5.06K $425K
AMZN
Amazon Com Inc

Consumer Cyclical
-473
- 1.88%
$211.65 - $238.24 $100K - $113K
24.7K $5.43M
VIG
Vanguard Dividend Appreciation

ETFs
-465
- 1.72%
N/A
26.5K $4.83M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-103
- 14.47%
$366.54 - $479.53 $37.8K - $49.4K
609 $238K
ABT
Abbott Laboratories

Healthcare
-437
- 11.37%
$120.51 - $136.62 $52.7K - $59.7K
3.41K $456K
T
At&T Inc.

Communication Services
-1.18K
- 6.27%
$26.94 - $29.62 $31.7K - $34.9K
17.6K $497K
VZ
Verizon Communications Inc

Communication Services
-1.2K
- 8.52%
$40.84 - $45.06 $49K - $54K
12.9K $565K
IBM
International Business Machines Corp

Technology
-29
- 1.11%
$234.77 - $292.47 $6.81K - $8.48K
2.6K $732K
IWR
Ishares Russell Mid Cap ETF

ETFs
-799
- 9.25%
$92.26 - $97.51 $73.7K - $77.9K
7.84K $757K
SYK
Stryker Corp

Healthcare
-1
- 0.15%
$368.57 - $403.53 $369 - $404
681 $251K
XLP
Consumer Staples Sector Spdr

ETFs
-190
- 2.08%
N/A
8.94K $679K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.12%
$625.65 - $812.69 $626 - $813
866 $660K
IEMG
Ishares Inc

ETFs
-191
- 5.02%
N/A
3.62K $194K
TIP
Ishares Tr Tips Bd ETF

ETFs
-95
- 3.63%
$109.11 - $111.88 $10.4K - $10.6K
2.52K $280K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-100
- 3.31%
$76.16 - $78.59 $7.62K - $7.86K
2.93K $228K
IYF
Ishares Tr

ETFs
-144
- 5.03%
$119.89 - $127.16 $17.3K - $18.3K
2.72K $343K
NEAR
Blackrock Short Maturity Bond

ETFs
-100
- 0.56%
$50.8 - $51.32 $5.08K - $5.13K
17.9K $915K
IHY
Vaneck ETF Tr International Hi

ETFs
-102
- 0.63%
$21.82 - $22.32 $2.23K - $2.28K
16K $354K
Fidelity Covington Trust
-251
- 0.66%
N/A
37.6K $0
IEF
Ishares Barclays

ETFs
-2
- 0.07%
$93.91 - $97.26 $188 - $195
2.98K $287K
VEU
Vanguard Ftse All World Ex Us

ETFs
-240
- 5.0%
$66.38 - $71.68 $15.9K - $17.2K
4.56K $325K
FLV
American Centy ETF Tr Focused

ETFs
-50
- 1.59%
$70.26 - $74.84 $3.51K - $3.74K
3.1K $228K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-90
- 2.79%
$61.93 - $68.12 $5.57K - $6.13K
3.14K $211K
EEM
Ishares Msci Emerging Markets

ETFs
-179
- 3.7%
$48.07 - $53.4 $8.6K - $9.56K
4.66K $248K
EFV
Msci Eafe Value ETF

ETFs
-50
- 0.93%
$62.79 - $68.42 $3.14K - $3.42K
5.33K $361K
IWN
Ishares Russell2000 Val ETF

ETFs
-8
- 0.61%
$157.1 - $178.94 $1.26K - $1.43K
1.3K $228K
DVY
Ishares Tr

ETFs
-702
- 5.15%
$133.88 - $142.57 $94K - $100K
12.9K $1.84M
GE
General Electric CO

Industrials
-45
- 4.93%
$244.75 - $305.63 $11K - $13.8K
868 $261K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 1.48%
$459.11 - $506.91 $25.3K - $27.9K
3.66K $1.84M
BAC
Bank Of America Corp

Financial Services
-5
- 0.06%
$44.92 - $52.42 $225 - $262
8.34K $430K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23
- 1.77%
$284.45 - $324.95 $6.54K - $7.47K
1.27K $407K
VMC
Vulcan Materials CO

Basic Materials
-2
- 0.25%
$260.62 - $307.62 $521 - $615
804 $247K
NOC
Northrop Grumman Corp

Industrials
-20
- 4.35%
$498.9 - $609.32 $9.98K - $12.2K
440 $268K
XOM
Exxon Mobil Corp

Energy
-167
- 1.31%
$105.83 - $117.22 $17.7K - $19.6K
12.6K $1.42M
MO
Altria Group, Inc.

Consumer Defensive
-6
- 0.1%
$57.75 - $67.68 $347 - $406
6.29K $415K
O
Realty Income Corp

Real Estate
-374
- 1.48%
$56.13 - $60.79 $21K - $22.7K
24.9K $1.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-746
- 3.55%
$49.43 - $54.52 $36.9K - $40.7K
20.3K $1.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-291
- 0.43%
$92.18 - $95.14 $26.8K - $27.7K
68K $6.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-190
- 0.84%
$68.24 - $73.73 $13K - $14K
22.6K $1.66M
ORCL
Oracle Corp

Technology
-166
- 7.59%
$218.96 - $328.33 $36.3K - $54.5K
2.02K $568K
IEFA
Ishares Tr

ETFs
-96
- 0.34%
$81.7 - $87.53 $7.84K - $8.4K
27.9K $2.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 1.23%
$617.65 - $666.84 $19.1K - $20.7K
2.49K $1.66M
JNJ
Johnson & Johnson

Healthcare
-192
- 3.87%
$155.17 - $185.42 $29.8K - $35.6K
4.77K $883K
IVE
Ishares S&P 500 Value ETF

ETFs
-211
- 1.17%
$194.44 - $206.51 $41K - $43.6K
17.8K $3.69M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-227
- 0.16%
$45.4 - $47.61 $10.3K - $10.8K
141K $6.69M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-33
- 0.06%
$63.41 - $69.69 $2.09K - $2.3K
51.3K $3.51M
VTV
Vanguard Value ETF

ETFs
-123
- 0.3%
$175.51 - $186.57 $21.6K - $22.9K
40.7K $7.59M
NVDA
Nvidia Corp

Technology
-23
- 0.16%
$153.3 - $186.58 $3.53K - $4.29K
14.1K $2.64M
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
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email