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Investment Advisory Group

Latest statistics and disclosures from Investment Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, DFAC, IVV, DFUS, and represent 27.80% of Investment Advisory Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$29M), IWF, HDV, IVV, VO, CGDV, VOOG, VPLS, SCHF, DFUS.
Started 27 new stock positions in CRWD, ETN, MBB, VMC, PANW, AMAT, XLK, CVS, NEE, GOVT.
Reduced shares in these 10 stocks: VOO, GLD, USMV, FBCG, SYK, VGSH, AMD, QUAL, CMF, DFAU.
Sold out of its position in SYK.
Investment Advisory Group was a net buyer of stock by $56M.
Investment Advisory Group has $461M in assets under management (AUM), dropping by 17.19%.
Central Index Key (CIK): 0001910273

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Portfolio Holdings for Investment Advisory Group

Investment Advisory Group holds 220 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.4	$34M	+547%	395k	86.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.5	$30M		190k	158.03	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.9	$27M		608k	44.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$20M	+9%	27k	748.90	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.8	$17M	+5%	211k	81.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$17M		116k	148.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$13M	+4%	93k	137.53	View chart
Apple (AAPL)	2.0	$9.2M	+4%	32k	289.36	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$9.1M		42k	217.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$8.2M		50k	164.27	View chart
Ishares Tr Core 40 Mode Etf (AOM)	1.7	$8.1M	+8%	162k	49.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$6.8M		88k	77.11	View chart
Ishares Tr Core 30 70 Etf (AOK)	1.4	$6.6M	+7%	158k	41.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$6.4M		175k	36.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$6.3M		27k	236.62	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.4	$6.2M		68k	91.21	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.3	$6.1M	-4%	64k	96.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$5.9M		60k	98.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.8M	+8%	16k	370.05	View chart
Amazon (AMZN)	1.3	$5.8M		24k	238.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$5.4M		98k	55.01	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$5.0M	+11%	110k	45.49	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	1.1	$5.0M	+3%	61k	81.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.9M	+4%	6.7k	736.41	View chart
Microsoft Corporation (MSFT)	1.0	$4.8M	+6%	13k	373.01	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	1.0	$4.7M	+27%	60k	77.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.4M	-7%	6.4k	686.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$4.2M	+3%	19k	227.07	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.9	$4.2M	+40%	84k	49.28	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$4.1M	+7%	79k	52.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$4.1M		50k	82.34	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.9	$4.0M		84k	48.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.6M		12k	303.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.1M		38k	82.11	View chart
NVIDIA Corporation (NVDA)	0.7	$3.1M	+12%	16k	200.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.1M		97k	31.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$3.0M	+2%	65k	46.15	View chart
Procter & Gamble Company (PG)	0.6	$2.8M		19k	146.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.8M		8.0k	353.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$2.7M	+11%	50k	54.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$2.7M		28k	96.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.7M	+300%	22k	124.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$2.6M	+56%	93k	27.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$2.6M		3.6k	703.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.5M	+2%	34k	73.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.5M	+6%	7.0k	357.35	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$2.4M	+390%	86k	27.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.4M	+23%	3.2k	746.76	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.5	$2.3M	+9%	7.1k	331.41	View chart
Tesla Motors (TSLA)	0.5	$2.3M		5.5k	420.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$2.3M	-5%	40k	58.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.3M	+18%	4.5k	500.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.2M	+8%	26k	85.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.2M		23k	96.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$2.2M		8.8k	252.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$2.2M	+45%	37k	58.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$2.1M	+24%	56k	37.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.0M		26k	79.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.9M	-2%	13k	156.30	View chart
Meta Platforms Cl A (META)	0.4	$1.9M	+6%	3.3k	563.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.8M		16k	109.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.7M	+431%	21k	80.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.6M		23k	71.25	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M		12k	136.72	View chart
Micron Technology (MU)	0.3	$1.5M	+19%	1.3k	1154.56	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.3	$1.5M		29k	51.35	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.3	$1.4M		35k	40.09	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$1.4M	+500%	17k	82.62	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M	+3%	4.2k	327.32	View chart
Realty Income (O)	0.3	$1.4M	-4%	22k	61.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.4M		5.6k	242.41	View chart
Texas Pacific Land Corp (TPL)	0.3	$1.3M		3.1k	437.67	View chart
Abbvie (ABBV)	0.3	$1.2M		4.9k	251.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$1.2M	+11%	44k	26.52	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	+5%	960.00	1198.87	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$1.1M		27k	42.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.1M	-6%	5.0k	219.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M	-3%	18k	59.69	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	-4%	4.3k	253.97	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$1.1M	-5%	21k	51.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.0M		14k	75.79	View chart
Welltower Inc Com reit (WELL)	0.2	$1.0M	-5%	4.5k	226.98	View chart
Advanced Micro Devices (AMD)	0.2	$1.0M	-8%	1.7k	580.91	View chart
Prologis (PLD)	0.2	$995k		7.3k	135.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$960k	+26%	10k	95.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$956k		2.8k	342.87	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$935k		20k	46.63	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$934k	+113%	14k	67.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$926k		9.4k	98.98	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$925k	+12%	18k	50.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$894k		29k	30.49	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$865k	-2%	16k	53.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$846k	-28%	2.3k	368.38	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$845k	-23%	14k	62.11	View chart
Intel Corporation (INTC)	0.2	$837k	+6%	6.0k	139.62	View chart
Fortinet (FTNT)	0.2	$792k		5.2k	153.62	View chart
Cisco Systems (CSCO)	0.2	$776k	+3%	6.6k	117.47	View chart
International Business Machines (IBM)	0.2	$768k	-2%	2.7k	281.19	View chart
Amgen (AMGN)	0.2	$766k	+2%	2.1k	362.08	View chart
Raytheon Technologies Corp (RTX)	0.2	$751k		4.0k	189.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$750k		6.8k	110.32	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$747k	NEW	15k	51.29	View chart
Wal-Mart Stores (WMT)	0.2	$722k	+4%	6.4k	113.26	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$696k	-3%	8.4k	83.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$664k		16k	41.25	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$652k	-3%	4.3k	152.16	View chart
Waters Corporation (WAT)	0.1	$608k		1.6k	375.02	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$598k		7.2k	82.64	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$587k	-10%	10k	57.64	View chart
Bank of America Corporation (BAC)	0.1	$557k	+2%	9.8k	56.98	View chart
Dimensional Etf Trust International (DFSI)	0.1	$554k		12k	45.10	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$552k		9.2k	60.29	View chart
Costco Wholesale Corporation (COST)	0.1	$552k	+10%	590.00	935.47	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$538k		11k	50.37	View chart
Lam Research Corp Com New (LRCX)	0.1	$531k	+9%	1.2k	433.33	View chart
State Street Corporation (STT)	0.1	$524k		3.1k	169.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$517k		4.8k	107.62	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$513k	+27%	22k	23.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$501k	+3%	4.5k	110.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$499k	+16%	4.3k	116.67	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$499k		7.3k	68.41	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$490k		5.3k	92.21	View chart
Altria (MO)	0.1	$487k		6.8k	71.95	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$476k	-11%	5.7k	82.84	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$441k	+97%	7.9k	56.16	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$440k		2.0k	221.22	View chart
Linde SHS (LIN)	0.1	$429k	+5%	827.00	519.07	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$428k		11k	39.54	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$428k	-2%	4.2k	102.25	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$425k		8.0k	53.47	View chart
Verizon Communications (VZ)	0.1	$424k	-5%	10k	42.34	View chart
Nb Bancorp (NBBK)	0.1	$423k		20k	21.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$422k	NEW	19k	22.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$420k		5.6k	75.51	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$416k		3.3k	124.76	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$410k	+3%	8.8k	46.57	View chart
Broadcom (AVGO)	0.1	$410k	+45%	1.1k	377.75	View chart
Ge Aerospace Com New (GE)	0.1	$400k	+5%	1.1k	373.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$399k		4.8k	83.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$399k		835.00	477.30	View chart
Caterpillar (CAT)	0.1	$394k	+11%	370.00	1065.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$392k		5.0k	77.91	View chart
Kla Corp Com New (KLAC)	0.1	$391k	NEW	1.3k	301.71	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$388k		2.3k	168.46	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$383k		973.00	394.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$381k		5.0k	76.55	View chart
Waste Management (WM)	0.1	$369k		1.7k	222.87	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$369k		3.5k	106.47	View chart
Visa Com Cl A (V)	0.1	$364k	+14%	1.1k	342.96	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$359k		2.8k	127.50	View chart
At&t (T)	0.1	$352k	-8%	17k	20.70	View chart
Mastercard Incorporated Cl A (MA)	0.1	$348k	+29%	677.00	513.40	View chart
Oracle Corporation (ORCL)	0.1	$346k	+10%	2.4k	146.55	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$346k		4.2k	82.80	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$345k		7.6k	45.11	View chart
American Express Company (AXP)	0.1	$338k	+5%	1.0k	338.25	View chart
Wells Fargo & Company (WFC)	0.1	$337k	+5%	4.1k	82.65	View chart
Chevron Corporation (CVX)	0.1	$335k		2.0k	165.74	View chart
Bel Fuse CL B (BELFB)	0.1	$333k	NEW	1.0k	333.04	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$329k	+9%	6.8k	48.34	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$323k		2.5k	128.08	View chart
Analog Devices (ADI)	0.1	$297k	+3%	747.00	397.17	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$296k		7.1k	41.91	View chart
Applied Materials (AMAT)	0.1	$296k	NEW	409.00	723.22	View chart
Public Storage (PSA)	0.1	$296k		929.00	318.31	View chart
Vaneck Etf Trust International Hi (IHY)	0.1	$291k	-16%	13k	21.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$291k		3.1k	94.57	View chart
3M Company (MMM)	0.1	$285k		1.8k	161.92	View chart
Merck & Co (MRK)	0.1	$285k		2.2k	128.50	View chart
Home Depot (HD)	0.1	$282k	+9%	800.00	352.47	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$281k		3.2k	89.01	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$278k		2.1k	132.24	View chart
Palo Alto Networks (PANW)	0.1	$277k	NEW	811.00	341.02	View chart
Coca-Cola Company (KO)	0.1	$272k	+9%	3.3k	81.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$270k		882.00	306.30	View chart
Gilead Sciences (GILD)	0.1	$265k	+4%	2.1k	126.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$264k		1.1k	243.07	View chart
Dell Technologies CL C (DELL)	0.1	$260k	NEW	603.00	431.46	View chart
Abbott Laboratories (ABT)	0.1	$257k	+3%	2.8k	90.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$254k		2.3k	109.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$254k		694.00	365.50	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$252k	+3%	1.3k	188.09	View chart
American Centy Etf Tr Us Quality Val (VALQ)	0.1	$251k		3.6k	69.71	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$249k	NEW	2.6k	94.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$249k	NEW	326.00	762.28	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$247k	-9%	4.7k	53.11	View chart
Spdr Index Shs Fds St Dow Intl Etf (RWX)	0.1	$245k	NEW	9.1k	27.01	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$244k		5.2k	46.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$240k	-15%	2.4k	100.81	View chart
Ge Vernova (GEV)	0.1	$240k	NEW	204.00	1175.32	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$239k	NEW	1.3k	190.56	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$236k	-6%	2.9k	81.30	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$236k	NEW	1.6k	144.61	View chart
Repligen Corporation (RGEN)	0.1	$235k		1.7k	136.44	View chart
General Dynamics Corporation (GD)	0.0	$230k	+3%	648.00	354.24	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.0	$229k		3.3k	69.43	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$229k		4.5k	50.84	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.0	$228k		3.1k	74.31	View chart
Allstate Corporation (ALL)	0.0	$228k	NEW	958.00	237.94	View chart
Philip Morris International (PM)	0.0	$228k	+3%	1.3k	180.84	View chart
Eaton Corp SHS (ETN)	0.0	$227k	NEW	532.00	426.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$225k		4.4k	51.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$224k		2.9k	76.70	View chart
Eversource Energy (ES)	0.0	$220k	+2%	3.0k	72.26	View chart
Starbucks Corporation (SBUX)	0.0	$218k	NEW	2.1k	102.19	View chart
Vulcan Materials Company (VMC)	0.0	$215k	NEW	729.00	295.01	View chart
Vanguard Malvern Fds Total Inflation (VTP)	0.0	$213k	NEW	2.8k	76.65	View chart
Northrop Grumman Corporation (NOC)	0.0	$212k		417.00	509.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$212k	NEW	518.00	409.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$211k	NEW	4.2k	50.23	View chart
CVS Caremark Corporation (CVS)	0.0	$210k	NEW	2.0k	103.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$210k	NEW	1.5k	136.68	View chart
Qnity Electronics Common Stock (Q)	0.0	$209k	NEW	1.3k	163.31	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$208k		4.4k	47.75	View chart
UnitedHealth (UNH)	0.0	$207k	NEW	498.00	415.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$207k	NEW	417.00	496.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$205k	NEW	1.4k	147.73	View chart
Nextera Energy (NEE)	0.0	$200k	NEW	2.3k	87.77	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$138k		18k	7.67	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$137k		23k	5.88	View chart

Past Filings by Investment Advisory Group

SEC 13F filings are viewable for Investment Advisory Group going back to 2021

Investment Advisory Group 2026 Q2 filed Aug. 6, 2026
Investment Advisory Group 2026 Q1 filed April 22, 2026
Investment Advisory Group 2025 Q4 filed Jan. 23, 2026
Investment Advisory Group 2025 Q3 filed Nov. 3, 2025
Investment Advisory Group 2025 Q2 filed July 25, 2025
Investment Advisory Group 2025 Q1 filed April 14, 2025
Investment Advisory Group 2024 Q4 filed Jan. 17, 2025
Investment Advisory Group 2024 Q3 filed Oct. 15, 2024
Investment Advisory Group 2024 Q2 filed July 31, 2024
Investment Advisory Group 2024 Q1 filed April 29, 2024
Investment Advisory Group 2023 Q4 filed Jan. 30, 2024
Investment Advisory Group 2023 Q3 filed Oct. 16, 2023
Investment Advisory Group 2023 Q2 filed July 17, 2023
Investment Advisory Group 2023 Q1 filed May 2, 2023
Investment Advisory Group 2022 Q4 filed Jan. 19, 2023
Investment Advisory Group 2022 Q3 filed Oct. 24, 2022

View all past filings

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