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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
AOMIshares Tr
Recent Activity
Increased 3.02%
1.96%
$5.835M
134,314 shares@ $43.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.79%
1.84%
$5.468M
24,924 shares@ $219.39 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.71%
1.83%
$5.464M
12,964 shares@ $421.51 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.18%
1.77%
$5.279M
26,959 shares@ $195.83 avg price
AOKIshares Tr
Recent Activity
Decreased -1.42%
1.76%
$5.239M
140,467 shares@ $37.31 avg price
ITOTIshares Tr
Recent Activity
Increased 3.18%
1.75%
$5.217M
40,559 shares@ $128.63 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.27%
1.45%
$4.328M
174,077 shares@ $24.87 avg price
DFUVDimensional Etf Trust
Recent Activity
1.35%
$4.018M
98,192 shares@ $40.93 avg price
IJHIshares Tr
Recent Activity
Increased 17.72%
1.25%
$3.724M
59,762 shares@ $62.31 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Decreased -3.65%
1.23%
$3.666M
54,008 shares@ $67.88 avg price