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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
IEFAIshares Tr
Recent Activity
Decreased -2.61%
0.68%
$2.003M
28,502 shares@ $70.28 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -2.46%
0.65%
$1.913M
3,359 shares@ $569.55 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.69%
0.63%
$1.864M
13,881 shares@ $134.29 avg price
DVYIshares Tr
Recent Activity
Decreased -1.44%
0.61%
$1.815M
13,822 shares@ $131.29 avg price
LQDIshares Tr
Recent Activity
Decreased -9.71%
0.6%
$1.79M
16,752 shares@ $106.85 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.37%
0.45%
$1.328M
12,343 shares@ $107.58 avg price
ORealty Income Corp
Recent Activity
Decreased -3.4%
0.43%
$1.276M
23,883 shares@ $53.42 avg price
IYWIshares Tr
Recent Activity
Decreased -0.94%
0.41%
$1.198M
7,511 shares@ $159.52 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -12.81%
0.38%
$1.116M
25,335 shares@ $44.05 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -10.49%
0.37%
$1.104M
4,607 shares@ $239.69 avg price