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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
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
BNDVanguard Bd Index Fds
Recent Activity
Increased 34.46%
0.6%
$1.788M
24,870 shares@ $71.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.27%
0.56%
$1.66M
3,662 shares@ $453.31 avg price
METAMeta Platforms Inc
Recent Activity
0.56%
$1.647M
2,813 shares@ $585.43 avg price
VTHRVanguard Scottsdale Fds
Recent Activity
Increased 11.56%
0.52%
$1.55M
5,966 shares@ $259.76 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.24%
0.5%
$1.476M
2,518 shares@ $586.03 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.74%
0.5%
$1.463M
7,684 shares@ $190.44 avg price
VNQVanguard Index Fds
Recent Activity
Increased 0.1%
0.49%
$1.453M
16,316 shares@ $89.09 avg price