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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
DFAWDimensional Etf Trust
Recent Activity
Increased 1.56%
0.11%
$318,676
5,102 shares@ $62.47 avg price
VVisa Inc
Recent Activity
Increased 2.01%
0.1%
$289,062
915 shares@ $315.92 avg price
MINTPimco Etf Tr
Recent Activity
Increased 0.22%
0.1%
$281,522
2,806 shares@ $100.33 avg price
PSAPublic Storage Oper Co
Recent Activity
Increased 8.53%
0.1%
$278,180
929 shares@ $299.45 avg price
HDHome Depot Inc
Recent Activity
Increased 0.73%
0.1%
$270,159
695 shares@ $388.72 avg price
DISDisney Walt Co
Recent Activity
Increased 7.73%
0.09%
$268,736
2,413 shares@ $111.38 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.33%
0.09%
$267,804
529 shares@ $506.25 avg price
CVXChevron Corp New
Recent Activity
Increased 1.27%
0.09%
$254,882
1,760 shares@ $144.82 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 2%
0.09%
$253,417
2,098 shares@ $120.79 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.01%
0.09%
$250,491
2,518 shares@ $99.49 avg price