Investment Advisory Group, LLC

13F filer, CIK 1910273, HANOVER, MA

Investment Advisory Group, LLC reported $288,216,885 across 168 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-15. Its ten largest share positions make up 40.06% of the portfolio.

Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001033

Period: 2024-09-30
Reported value: $288M
Holdings: 168
Top 10 weight: 40.06%
New: 11
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VYMadded	+14,214	$1.82M
FBNDadded	+31,282	$1.46M
DFUSadded	+21,079	$1.31M
IJHadded	+17,373	$1.08M
TPLnew	+1,003	$887K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VTVreduced	-4,510	-$787K
WIPexited	-8,689	-$335K
VTCexited	-4,339	-$328K
EWexited	-3,140	-$290K
INTCexited	-7,758	-$240K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001033, largest first. % of portfolio is the value over $288,216,885, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VYMVANGUARD WHITEHALL FDS	152,093	$19.5M	6.77%	+14,214	Timeline
DFACDIMENSIONAL ETF TRUST	559,259	$19.2M	6.65%	+4,529	Timeline
VUGVANGUARD INDEX FDS	46,936	$18M	6.25%	+1,673	Timeline
IJRISHARES TR	115,426	$13.5M	4.68%	+5,674	Timeline
IVVISHARES TR	19,576	$11.3M	3.92%	+889	Timeline
AAPLAPPLE INC	33,009	$7.69M	2.67%	+286	Timeline
DFUSDIMENSIONAL ETF TRUST	115,356	$7.18M	2.49%	+21,079	Timeline
VTVVANGUARD INDEX FDS	36,908	$6.44M	2.24%	-4,510	Timeline
USMVISHARES TR	69,883	$6.38M	2.21%	-772	Timeline
IVWISHARES TR	65,497	$6.27M	2.18%	+3,074	Timeline
AOMISHARES TR	130,380	$5.88M	2.04%	+1,855	Timeline
AOKISHARES TR	142,492	$5.51M	1.91%	-369	Timeline
VIGVANGUARD SPECIALIZED FUNDS	27,008	$5.35M	1.86%	-10	Timeline
MSFTMICROSOFT CORP	12,381	$5.33M	1.85%	+322	Timeline
ITOTISHARES TR	39,310	$4.94M	1.71%	-6	Timeline
DFAXDIMENSIONAL ETF TRUST	178,132	$4.81M	1.67%	-6,524	Timeline
AMZNAMAZON COM INC	23,123	$4.31M	1.49%	+113	Timeline
VYMIVANGUARD WHITEHALL FDS	56,059	$4.12M	1.43%	-1,908	Timeline
DFUVDIMENSIONAL ETF TRUST	98,192	$4.09M	1.42%	+165	Timeline
PGPROCTER & GAMBLE CO	21,266	$3.68M	1.28%	-562	Timeline
DFASDIMENSIONAL ETF TRUST	53,951	$3.5M	1.21%	+2,417	Timeline
VTIVANGUARD INDEX FDS	11,512	$3.26M	1.13%	+3,101	Timeline
IJHISHARES TR	50,769	$3.16M	1.1%	+17,373	Timeline
IVEISHARES TR	15,528	$3.06M	1.06%	+1,553	Timeline
IGSBISHARES TR	53,669	$2.83M	0.98%	-269	Timeline
FBNDFIDELITY MERRIMACK STR TR	59,978	$2.8M	0.97%	+31,282	Timeline
VGSHVANGUARD SCOTTSDALE FDS	44,253	$2.61M	0.91%	+2,770	Timeline
QQQINVESCO QQQ TR	5,238	$2.56M	0.89%	+212	Timeline
IUSBISHARES TR	53,946	$2.54M	0.88%	+1,800	Timeline
ISTBISHARES TR	47,202	$2.3M	0.8%	+819	Timeline
VBVANGUARD INDEX FDS	9,669	$2.29M	0.8%	+1,058	Timeline
IEFAISHARES TR	29,268	$2.28M	0.79%	-258	Timeline
VOOVANGUARD INDEX FDS	4,284	$2.26M	0.78%	+82	Timeline
HDVISHARES TR	18,197	$2.14M	0.74%	-115	Timeline
LQDISHARES TR	18,554	$2.1M	0.73%	-137	Timeline
SCHDSCHWAB STRATEGIC TR	24,684	$2.09M	0.72%	+1,517	Timeline
SHYISHARES TR	23,996	$2M	0.69%	+3,665	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	3,444	$1.96M	0.68%	-113	Timeline
DVYISHARES TR	14,025	$1.89M	0.66%	-16	Timeline
DCORDIMENSIONAL ETF TRUST	29,747	$1.88M	0.65%	+10	Timeline
IWFISHARES TR	4,904	$1.84M	0.64%	-324	Timeline
NVDANVIDIA CORPORATION	14,120	$1.71M	0.59%	+1,878	Timeline
TSLATESLA INC	6,185	$1.62M	0.56%	-30	Timeline
METAMETA PLATFORMS INC	2,813	$1.61M	0.56%	+246	Timeline
VNQVANGUARD INDEX FDS	16,300	$1.59M	0.55%	+3	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,414	$1.57M	0.55%	+21	Timeline
OREALTY INCOME CORP	24,725	$1.57M	0.54%	+276	Timeline
XOMEXXON MOBIL CORP	12,774	$1.5M	0.52%	-361	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,512	$1.44M	0.5%	+1,021	Timeline
VWOVANGUARD INTL EQUITY INDEX F	29,059	$1.39M	0.48%	+2,095	Timeline
BNDVANGUARD BD INDEX FDS	18,497	$1.39M	0.48%	+2,632	Timeline
VTHRVANGUARD SCOTTSDALE FDS	5,348	$1.36M	0.47%	+251	Timeline
GOOGALPHABET INC	7,628	$1.28M	0.44%	+25	Timeline
VCSHVANGUARD SCOTTSDALE FDS	15,473	$1.23M	0.43%	-452	Timeline
IYWISHARES TR	7,583	$1.15M	0.4%	+73	Timeline
VXUSVANGUARD STAR FDS	17,058	$1.1M	0.38%	-1,747	Timeline
JPMJPMORGAN CHASE & CO	5,147	$1.09M	0.38%	+470	Timeline
IWDISHARES TR	5,447	$1.03M	0.36%	0	Timeline
QUALISHARES TR	5,388	$966K	0.34%	-127	Timeline
DFCFDIMENSIONAL ETF TRUST	22,306	$963K	0.33%	+5,378	Timeline
VOOGVANGUARD ADMIRAL FDS INC	2,780	$960K	0.33%	+4	Timeline
PFFISHARES TR	27,766	$923K	0.32%	-772	Timeline
NEARISHARES U S ETF TR	17,923	$918K	0.32%	-200	Timeline
GOOGLALPHABET INC	5,471	$907K	0.31%	+433	Timeline
PLDPROLOGIS INC.	7,036	$889K	0.31%	-190	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,003	$887K	0.31%	new	Timeline
AGGISHARES TR	8,710	$882K	0.31%	+200	Timeline
DFAUDIMENSIONAL ETF TRUST	21,553	$855K	0.3%	-238	Timeline
ABBVABBVIE INC	4,331	$855K	0.3%	+567	Timeline
FELVFIDELITY COVINGTON TRUST	26,984	$835K	0.29%	+769	Timeline
DGROISHARES TR	13,072	$820K	0.28%	+1,617	Timeline
XLFSELECT SECTOR SPDR TR	17,837	$808K	0.28%	-386	Timeline
JNJJOHNSON & JOHNSON	4,883	$791K	0.27%	-207	Timeline
IWRISHARES TR	8,652	$763K	0.26%	+144	Timeline
DFSUDIMENSIONAL ETF TRUST	20,269	$754K	0.26%	0	Timeline
XLPSELECT SECTOR SPDR TR	9,037	$750K	0.26%	+45	Timeline
VZVERIZON COMMUNICATIONS INC	16,168	$726K	0.25%	+280	Timeline
VEAVANGUARD TAX-MANAGED FDS	13,577	$717K	0.25%	+3,393	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,160	$699K	0.24%	+307	Timeline
GLDSPDR GOLD TR	2,871	$698K	0.24%	0	Timeline
WATWATERS CORP	1,890	$680K	0.24%	-172	Timeline
LLYELI LILLY & CO	764	$677K	0.23%	+140	Timeline
AMGNAMGEN INC	2,060	$664K	0.23%	+19	Timeline
CMFISHARES TR	11,400	$662K	0.23%	0	Timeline
SDYSPDR SERIES TRUST	4,659	$662K	0.23%	-99	Timeline
WELLWELLTOWER INC	4,804	$615K	0.21%	-42	Timeline
NOBLPROSHARES TR	5,578	$595K	0.21%	+228	Timeline
DFIVDIMENSIONAL ETF TRUST	15,164	$577K	0.2%	+389	Timeline
SHVISHARES TR	5,116	$566K	0.2%	-174	Timeline
MTUMISHARES TR	2,786	$565K	0.2%	-75	Timeline
VPLSVANGUARD MALVERN FDS	7,068	$561K	0.19%	new	Timeline
FBCGFIDELITY COVINGTON TRUST	12,896	$552K	0.19%	+1,940	Timeline
VCITVANGUARD SCOTTSDALE FDS	6,499	$544K	0.19%	0	Timeline
TAT&T INC	24,589	$541K	0.19%	+337	Timeline
IXUSISHARES TR	6,967	$506K	0.18%	+210	Timeline
BONDPIMCO ETF TR	5,308	$502K	0.17%	+1,040	Timeline
WMTWALMART INC	6,182	$499K	0.17%	+126	Timeline
SLQDISHARES TR	9,685	$488K	0.17%	0	Timeline
DFAEDIMENSIONAL ETF TRUST	17,685	$485K	0.17%	+62	Timeline
AVLVAMERICAN CENTY ETF TR	7,340	$483K	0.17%	new	Timeline
VOVANGUARD INDEX FDS	1,795	$473K	0.16%	+15	Timeline
AMEAMETEK INC	2,716	$466K	0.16%	+4	Timeline
IEMGISHARES INC	7,828	$449K	0.16%	-1,261	Timeline
VGITVANGUARD SCOTTSDALE FDS	7,260	$439K	0.15%	+1,756	Timeline
DFSIDIMENSIONAL ETF TRUST	12,274	$439K	0.15%	0	Timeline
RTXRTX CORPORATION	3,516	$426K	0.15%	+10	Timeline
IYRISHARES TR	3,984	$406K	0.14%	-12	Timeline
FTNTFORTINET INC	5,058	$392K	0.14%	+32	Timeline
IUSVISHARES TR	4,093	$391K	0.14%	-587	Timeline
COSTCOSTCO WHOLESALE CORPORATION	436	$387K	0.13%	new	Timeline
KORPAMERICAN CENTY ETF TR	7,950	$384K	0.13%	0	Timeline
SCHFSCHWAB STRATEGIC TR	9,274	$381K	0.13%	+1,408	Timeline
BWXSPDR SERIES TRUST	16,051	$375K	0.13%	new	Timeline
IEFISHARES TR	3,736	$367K	0.13%	-50	Timeline
IWOISHARES TR	1,258	$357K	0.12%	+40	Timeline
ABTABBOTT LABORATORIES	3,040	$347K	0.12%	+64	Timeline
MOALTRIA GROUP INC	6,748	$344K	0.12%	-103	Timeline
MAMASTERCARD INCORPORATED	695	$343K	0.12%	+30	Timeline
WMWASTE MGMT INC DEL	1,635	$339K	0.12%	+8	Timeline
WFCWELLS FARGO & CO	5,976	$338K	0.12%	+93	Timeline
AMDADVANCED MICRO DEVICES INC	2,057	$338K	0.12%	+32	Timeline
VRTXVERTEX PHARMACEUTICALS INC	718	$334K	0.12%	+7	Timeline
ORCLORACLE CORP	1,928	$329K	0.11%	+219	Timeline
DFAWDIMENSIONAL ETF TRUST	5,024	$319K	0.11%	+1	Timeline
PSAPUBLIC STORAGE	856	$311K	0.11%	0	Timeline
TIPISHARES TR	2,816	$311K	0.11%	0	Timeline
BACBANK OF AMER CORP	7,759	$308K	0.11%	+54	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,804	$303K	0.11%	0	Timeline
SYSBISHARES TR	3,404	$302K	0.1%	-544	Timeline
UNHUNITEDHEALTH GROUP INC	512	$299K	0.1%	+29	Timeline
EWXSPDR INDEX SHS FDS	4,713	$294K	0.1%	-129	Timeline
CSCOCISCO SYS INC	5,507	$293K	0.1%	+94	Timeline
IYFISHARES TR	2,814	$292K	0.1%	+1	Timeline
MRKMERCK & CO INC	2,493	$283K	0.1%	+413	Timeline
MINTPIMCO ETF TR	2,800	$282K	0.1%	+5	Timeline
HDHOME DEPOT INC	690	$279K	0.1%	+30	Timeline
PWBINVESCO EXCHANGE TRADED FD T	2,800	$276K	0.1%	0	Timeline
IAUISHARES GOLD TR	5,193	$258K	0.09%	0	Timeline
WDAYWORKDAY INC	1,050	$257K	0.09%	+8	Timeline
DFICDIMENSIONAL ETF TRUST	9,115	$257K	0.09%	+41	Timeline
RGENREPLIGEN CORP	1,721	$256K	0.09%	+1	Timeline
EEMISHARES TR	5,584	$256K	0.09%	new	Timeline
CVXCHEVRON CORPORATION	1,738	$256K	0.09%	+36	Timeline
NOCNORTHROP GRUMMAN CORP	480	$253K	0.09%	new	Timeline
BIVVANGUARD BD INDEX FDS	3,194	$250K	0.09%	+193	Timeline
VBRVANGUARD INDEX FDS	1,238	$249K	0.09%	-102	Timeline
VVISA INC	897	$247K	0.09%	+34	Timeline
SYKSTRYKER CORPORATION	679	$245K	0.09%	-142	Timeline
KOCOCA COLA CO	3,378	$243K	0.08%	+146	Timeline
SBUXSTARBUCKS CORP	2,396	$234K	0.08%	-189	Timeline
MMM3M CO	1,701	$233K	0.08%	new	Timeline
FHLCFIDELITY COVINGTON TRUST	3,173	$231K	0.08%	-40	Timeline
FLOTISHARES TR	4,498	$230K	0.08%	0	Timeline
SLVISHARES SILVER TR	7,996	$227K	0.08%	-209	Timeline
FELCFIDELITY COVINGTON TRUST	7,025	$225K	0.08%	0	Timeline
VALQAMERICAN CENTY ETF TR	3,600	$224K	0.08%	0	Timeline
IGEBISHARES TR	4,732	$220K	0.08%	new	Timeline
SCHGSCHWAB STRATEGIC TR	2,092	$218K	0.08%	+24	Timeline
DISDISNEY WALT CO	2,240	$216K	0.07%	+9	Timeline
VOTVANGUARD INDEX FDS	885	$215K	0.07%	0	Timeline
FLVAMERICAN CENTY ETF TR	3,050	$213K	0.07%	new	Timeline
VUSBVANGUARD BD INDEX FDS	4,225	$211K	0.07%	+7	Timeline
RLIRLI CORP	1,358	$210K	0.07%	-496	Timeline
PSNPARSONS CORP DEL	2,014	$209K	0.07%	new	Timeline
PEPPEPSICO INC	1,223	$208K	0.07%	-230	Timeline
XLESELECT SECTOR SPDR TR	2,348	$206K	0.07%	0	Timeline
JFRNUVEEN FLOATING RATE INCOME	18,000	$159K	0.06%	+1	Timeline
EOSEEOS ENERGY ENTERPRISES INC	21,500	$63.9K	0.02%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WIPSPDR SERIES TRUST	8,689	$335K	shares
VTCVANGUARD SCOTTSDALE FDS	4,339	$328K	shares
EWEDWARDS LIFESCIENCES CORP	3,140	$290K	shares
INTCINTEL CORP	7,758	$240K	shares
HONHONEYWELL INTL INC	988	$211K	shares
NVONOVO-NORDISK A S	1,450	$207K	shares
ADIANALOG DEVICES INC	906	$207K	shares
BSXBOSTON SCIENTIFIC CORP	2,650	$204K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001033	base		2024-10-15	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC