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Jay Richards

@Investment Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$298.628MTotal holdings168
Assets growth rate3.62%Assets growth rate (2-Q avg)7.5%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Investment Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.628M in assets, with a quarterly growth rate of 3.62% and a 2-quarter average growth rate of 7.5%. The portfolio is managed by Jay Richards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PYLDPimco Etf Tr
Recent Activity
New Position
0.14%
$396,525
15,298 shares@ $25.93 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
0.12%
$330,012
4,271 shares@ $77.27 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.07%
$204,811
2,293 shares@ $89.33 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.07%
$200,383
716 shares@ $279.87 avg price
5716⤦Marriott Vacations Worldwide
Recent Activity
New Position
0.02%
$30,419
32,000 shares@ $0.96 avg price