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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
DGROIshares Tr
Recent Activity
Increased 4.54%
0.29%
$838,222
13,665 shares@ $61.35 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 55.56%
0.29%
$836,898
23,588 shares@ $35.48 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.54%
0.26%
$773,625
4,354 shares@ $177.69 avg price
DFSUDimensional Etf Trust
Recent Activity
0.26%
$768,195
20,269 shares@ $37.9 avg price
PLDPrologis Inc.
Recent Activity
Increased 2.85%
0.26%
$764,845
7,236 shares@ $105.7 avg price
IWRIshares Tr
Recent Activity
Decreased -0.62%
0.26%
$760,096
8,598 shares@ $88.41 avg price
AGGIshares Tr
Recent Activity
Decreased -11.53%
0.26%
$746,614
7,705 shares@ $96.9 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 5.4%
0.25%
$732,685
3,026 shares@ $242.13 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 2.67%
0.25%
$729,373
9,278 shares@ $78.62 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 64.72%
0.24%
$693,578
11,958 shares@ $58.01 avg price