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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
PGProcter And Gamble Co
Recent Activity
Decreased -0.78%
1.19%
$3.537M
21,098 shares@ $167.66 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 0.23%
1.18%
$3.519M
54,075 shares@ $65.08 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.72%
1.15%
$3.427M
11,824 shares@ $289.82 avg price
IVEIshares Tr
Recent Activity
Increased 13.43%
1.13%
$3.362M
17,612 shares@ $190.88 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 21.1%
1.1%
$3.259M
72,632 shares@ $44.88 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.97%
0.95%
$2.811M
5,498 shares@ $511.27 avg price
IGSBIshares Tr
Recent Activity
Increased 0.24%
0.94%
$2.781M
53,797 shares@ $51.71 avg price
SHYIshares Tr
Recent Activity
Increased 35.13%
0.9%
$2.658M
32,424 shares@ $81.99 avg price
VOOVanguard Index Fds
Recent Activity
Increased 14.52%
0.89%
$2.643M
4,906 shares@ $538.81 avg price
VBVanguard Index Fds
Recent Activity
Increased 11.98%
0.88%
$2.602M
10,827 shares@ $240.29 avg price