Investment Advisory Group, LLC

13F filer, CIK 1910273, HANOVER, MA

Investment Advisory Group, LLC reported $298,627,815 across 168 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-17. Its ten largest share positions make up 40.65% of the portfolio.

Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001951757-25-000066

Period: 2024-12-31
Reported value: $299M
Holdings: 168
Top 10 weight: 40.65%
New: 5
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+65,180	$1.78M
DFUSadded	+18,242	$1.16M
IVWadded	+9,019	$916K
VUGadded	+1,824	$749K
SHYadded	+8,428	$691K

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
SHVexited	-5,116	-$566K
FHLCexited	-3,173	-$231K
RLIexited	-1,358	-$210K
PSNexited	-2,014	-$209K
PEPexited	-1,223	-$208K

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, Q4 2024

Share positions as resolved from 13F-HR 0001951757-25-000066, largest first. % of portfolio is the value over $298,627,815, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VUGVANGUARD INDEX FDS	48,760	$20M	6.7%	+1,824	Timeline
VYMVANGUARD WHITEHALL FDS	154,503	$19.7M	6.6%	+2,410	Timeline
DFACDIMENSIONAL ETF TRUST	560,569	$19.4M	6.49%	+1,310	Timeline
IJRISHARES TR	116,620	$13.4M	4.5%	+1,194	Timeline
IVVISHARES TR	20,545	$12.1M	4.05%	+969	Timeline
DFUSDIMENSIONAL ETF TRUST	133,598	$8.52M	2.85%	+18,242	Timeline
AAPLAPPLE INC	32,301	$8.09M	2.71%	-708	Timeline
IVWISHARES TR	74,516	$7.57M	2.53%	+9,019	Timeline
VTVVANGUARD INDEX FDS	37,865	$6.41M	2.15%	+957	Timeline
USMVISHARES TR	69,524	$6.17M	2.07%	-359	Timeline
AOMISHARES TR	134,314	$5.83M	1.95%	+3,934	Timeline
AMZNAMAZON COM INC	24,924	$5.47M	1.83%	+1,801	Timeline
MSFTMICROSOFT CORP	12,964	$5.46M	1.83%	+583	Timeline
VIGVANGUARD SPECIALIZED FUNDS	26,959	$5.28M	1.77%	-49	Timeline
AOKISHARES TR	140,467	$5.24M	1.75%	-2,025	Timeline
ITOTISHARES TR	40,559	$5.22M	1.75%	+1,249	Timeline
DFAXDIMENSIONAL ETF TRUST	174,077	$4.33M	1.45%	-4,055	Timeline
DFUVDIMENSIONAL ETF TRUST	98,192	$4.02M	1.35%	0	Timeline
IJHISHARES TR	59,762	$3.72M	1.25%	+8,993	Timeline
VYMIVANGUARD WHITEHALL FDS	54,008	$3.67M	1.23%	-2,051	Timeline
PGPROCTER & GAMBLE CO	21,098	$3.54M	1.18%	-168	Timeline
DFASDIMENSIONAL ETF TRUST	54,075	$3.52M	1.18%	+124	Timeline
VTIVANGUARD INDEX FDS	11,824	$3.43M	1.15%	+312	Timeline
IVEISHARES TR	17,612	$3.36M	1.13%	+2,084	Timeline
FBNDFIDELITY MERRIMACK STR TR	72,632	$3.26M	1.09%	+12,654	Timeline
QQQINVESCO QQQ TR	5,498	$2.81M	0.94%	+260	Timeline
IGSBISHARES TR	53,797	$2.78M	0.93%	+128	Timeline
SHYISHARES TR	32,424	$2.66M	0.89%	+8,428	Timeline
VOOVANGUARD INDEX FDS	4,906	$2.64M	0.89%	+622	Timeline
VBVANGUARD INDEX FDS	10,827	$2.6M	0.87%	+1,158	Timeline
VGSHVANGUARD SCOTTSDALE FDS	43,104	$2.51M	0.84%	-1,149	Timeline
IUSBISHARES TR	54,346	$2.46M	0.82%	+400	Timeline
SCHDSCHWAB STRATEGIC TR	89,864	$2.46M	0.82%	+65,180	Timeline
TSLATESLA INC	6,024	$2.43M	0.81%	-161	Timeline
ISTBISHARES TR	49,176	$2.35M	0.79%	+1,974	Timeline
DCORDIMENSIONAL ETF TRUST	32,674	$2.1M	0.7%	+2,927	Timeline
IWFISHARES TR	5,142	$2.07M	0.69%	+238	Timeline
HDVISHARES TR	18,123	$2.03M	0.68%	-74	Timeline
IEFAISHARES TR	28,502	$2M	0.67%	-766	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	3,359	$1.91M	0.64%	-85	Timeline
NVDANVIDIA CORPORATION	13,881	$1.86M	0.62%	-239	Timeline
DVYISHARES TR	13,822	$1.81M	0.61%	-203	Timeline
LQDISHARES TR	16,752	$1.79M	0.6%	-1,802	Timeline
BNDVANGUARD BD INDEX FDS	24,870	$1.79M	0.6%	+6,373	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,662	$1.66M	0.56%	+248	Timeline
METAMETA PLATFORMS INC	2,813	$1.65M	0.55%	0	Timeline
VTHRVANGUARD SCOTTSDALE FDS	5,966	$1.55M	0.52%	+618	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,518	$1.48M	0.49%	+6	Timeline
GOOGALPHABET INC	7,684	$1.46M	0.49%	+56	Timeline
VNQVANGUARD INDEX FDS	16,316	$1.45M	0.49%	+16	Timeline
VCSHVANGUARD SCOTTSDALE FDS	17,108	$1.33M	0.45%	+1,635	Timeline
XOMEXXON MOBIL CORP	12,343	$1.33M	0.44%	-431	Timeline
OREALTY INCOME CORP	23,883	$1.28M	0.43%	-842	Timeline
VXUSVANGUARD STAR FDS	21,054	$1.24M	0.42%	+3,996	Timeline
IYWISHARES TR	7,511	$1.2M	0.4%	-72	Timeline
VPLSVANGUARD MALVERN FDS	15,555	$1.18M	0.4%	+8,487	Timeline
FELVFIDELITY COVINGTON TRUST	36,968	$1.13M	0.38%	+9,984	Timeline
VWOVANGUARD INTL EQUITY INDEX F	25,335	$1.12M	0.37%	-3,724	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,003	$1.11M	0.37%	0	Timeline
JPMJPMORGAN CHASE & CO	4,607	$1.1M	0.37%	-540	Timeline
GOOGLALPHABET INC	5,632	$1.07M	0.36%	+161	Timeline
VOOGVANGUARD ADMIRAL FDS INC	2,787	$1.02M	0.34%	+7	Timeline
IWDISHARES TR	5,488	$1.02M	0.34%	+41	Timeline
NEARISHARES U S ETF TR	19,213	$970K	0.32%	+1,290	Timeline
QUALISHARES TR	5,389	$960K	0.32%	+1	Timeline
DFCFDIMENSIONAL ETF TRUST	22,101	$912K	0.31%	-205	Timeline
DFAUDIMENSIONAL ETF TRUST	21,851	$885K	0.3%	+298	Timeline
XLFSELECT SECTOR SPDR TR	17,875	$864K	0.29%	+38	Timeline
FBCGFIDELITY COVINGTON TRUST	18,597	$860K	0.29%	+5,701	Timeline
PFFISHARES TR	27,349	$860K	0.29%	-417	Timeline
DGROISHARES TR	13,665	$838K	0.28%	+593	Timeline
DFIVDIMENSIONAL ETF TRUST	23,588	$837K	0.28%	+8,424	Timeline
ABBVABBVIE INC	4,354	$774K	0.26%	+23	Timeline
DFSUDIMENSIONAL ETF TRUST	20,269	$768K	0.26%	0	Timeline
PLDPROLOGIS INC.	7,236	$765K	0.26%	+200	Timeline
IWRISHARES TR	8,598	$760K	0.25%	-54	Timeline
AGGISHARES TR	7,705	$747K	0.25%	-1,005	Timeline
GLDSPDR GOLD TR	3,026	$733K	0.25%	+155	Timeline
XLPSELECT SECTOR SPDR TR	9,278	$729K	0.24%	+241	Timeline
VGITVANGUARD SCOTTSDALE FDS	11,958	$694K	0.23%	+4,698	Timeline
VEAVANGUARD TAX-MANAGED FDS	14,377	$688K	0.23%	+800	Timeline
JNJJOHNSON & JOHNSON	4,700	$680K	0.23%	-183	Timeline
CMFISHARES TR	11,400	$653K	0.22%	0	Timeline
WATWATERS CORP	1,735	$644K	0.22%	-155	Timeline
VZVERIZON COMMUNICATIONS INC	15,725	$629K	0.21%	-443	Timeline
WELLWELLTOWER INC	4,889	$616K	0.21%	+85	Timeline
SDYSPDR SERIES TRUST	4,615	$610K	0.2%	-44	Timeline
AVLVAMERICAN CENTY ETF TR	9,020	$602K	0.2%	+1,680	Timeline
LLYELI LILLY & CO	767	$592K	0.2%	+3	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,648	$582K	0.19%	-512	Timeline
MTUMISHARES TR	2,787	$577K	0.19%	+1	Timeline
TAT&T INC	24,545	$559K	0.19%	-44	Timeline
NOBLPROSHARES TR	5,578	$555K	0.19%	0	Timeline
AMGNAMGEN INC	2,041	$532K	0.18%	-19	Timeline
VCITVANGUARD SCOTTSDALE FDS	6,499	$522K	0.17%	0	Timeline
AMEAMETEK INC	2,716	$490K	0.16%	0	Timeline
IXUSISHARES TR	7,366	$487K	0.16%	+399	Timeline
SLQDISHARES TR	9,785	$487K	0.16%	+100	Timeline
BONDPIMCO ETF TR	5,308	$480K	0.16%	0	Timeline
FTNTFORTINET INC	5,058	$478K	0.16%	0	Timeline
VOVANGUARD INDEX FDS	1,809	$478K	0.16%	+14	Timeline
COSTCOSTCO WHOLESALE CORPORATION	486	$445K	0.15%	+50	Timeline
WMTWALMART INC	4,574	$413K	0.14%	-1,608	Timeline
RTXRTX CORPORATION	3,536	$409K	0.14%	+20	Timeline
DFSIDIMENSIONAL ETF TRUST	12,274	$403K	0.14%	0	Timeline
PYLDPIMCO ETF TR	15,298	$397K	0.13%	new	Timeline
IUSVISHARES TR	4,093	$379K	0.13%	0	Timeline
ABTABBOTT LABORATORIES	3,314	$375K	0.13%	+274	Timeline
MAMASTERCARD INCORPORATED	710	$374K	0.13%	+15	Timeline
IYRISHARES TR	3,984	$371K	0.12%	0	Timeline
ORCLORACLE CORP	2,168	$361K	0.12%	+240	Timeline
IWOISHARES TR	1,242	$357K	0.12%	-16	Timeline
IEFISHARES TR	3,817	$353K	0.12%	+81	Timeline
BWXSPDR SERIES TRUST	16,164	$346K	0.12%	+113	Timeline
SCHFSCHWAB STRATEGIC TR	18,548	$343K	0.11%	+9,274	Timeline
BACBANK OF AMER CORP	7,734	$340K	0.11%	-25	Timeline
IGEBISHARES TR	7,644	$339K	0.11%	+2,912	Timeline
MOALTRIA GROUP INC	6,432	$336K	0.11%	-316	Timeline
BSVVANGUARD BD INDEX FDS	4,271	$330K	0.11%	new	Timeline
CSCOCISCO SYS INC	5,509	$326K	0.11%	+2	Timeline
WMWASTE MGMT INC DEL	1,604	$324K	0.11%	-31	Timeline
DFAWDIMENSIONAL ETF TRUST	5,102	$319K	0.11%	+78	Timeline
KORPAMERICAN CENTY ETF TR	6,700	$308K	0.1%	-1,250	Timeline
IYFISHARES TR	2,735	$302K	0.1%	-79	Timeline
IEMGISHARES INC	5,718	$299K	0.1%	-2,110	Timeline
VVISA INC	915	$289K	0.1%	+18	Timeline
VRTXVERTEX PHARMACEUTICALS INC	716	$288K	0.1%	-2	Timeline
PWBINVESCO EXCHANGE TRADED FD T	2,800	$285K	0.1%	0	Timeline
MINTPIMCO ETF TR	2,806	$282K	0.09%	+6	Timeline
TIPISHARES TR	2,616	$279K	0.09%	-200	Timeline
PSAPUBLIC STORAGE	929	$278K	0.09%	+73	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,804	$276K	0.09%	0	Timeline
WDAYWORKDAY INC	1,050	$271K	0.09%	0	Timeline
HDHOME DEPOT INC	695	$270K	0.09%	+5	Timeline
DISDISNEY WALT CO	2,413	$269K	0.09%	+173	Timeline
DFAEDIMENSIONAL ETF TRUST	10,581	$268K	0.09%	-7,104	Timeline
UNHUNITEDHEALTH GROUP INC	529	$268K	0.09%	+17	Timeline
EWXSPDR INDEX SHS FDS	4,505	$264K	0.09%	-208	Timeline
SYSBISHARES TR	2,959	$257K	0.09%	-445	Timeline
IAUISHARES GOLD TR	5,193	$257K	0.09%	0	Timeline
CVXCHEVRON CORPORATION	1,760	$255K	0.09%	+22	Timeline
AMDADVANCED MICRO DEVICES INC	2,098	$253K	0.08%	+41	Timeline
MRKMERCK & CO INC	2,518	$250K	0.08%	+25	Timeline
RGENREPLIGEN CORP	1,721	$248K	0.08%	0	Timeline
SYKSTRYKER CORPORATION	680	$245K	0.08%	+1	Timeline
BIVVANGUARD BD INDEX FDS	3,194	$239K	0.08%	0	Timeline
DFICDIMENSIONAL ETF TRUST	9,186	$237K	0.08%	+71	Timeline
SCHGSCHWAB STRATEGIC TR	8,369	$233K	0.08%	+6,277	Timeline
FELCFIDELITY COVINGTON TRUST	7,025	$231K	0.08%	0	Timeline
FLOTISHARES TR	4,498	$229K	0.08%	0	Timeline
NOCNORTHROP GRUMMAN CORP	480	$225K	0.08%	0	Timeline
WFCWELLS FARGO & CO	3,206	$225K	0.08%	-2,770	Timeline
VOTVANGUARD INDEX FDS	885	$225K	0.08%	0	Timeline
SBUXSTARBUCKS CORP	2,441	$223K	0.07%	+45	Timeline
VBRVANGUARD INDEX FDS	1,108	$220K	0.07%	-130	Timeline
VALQAMERICAN CENTY ETF TR	3,600	$220K	0.07%	0	Timeline
KOCOCA COLA CO	3,443	$214K	0.07%	+65	Timeline
FLVAMERICAN CENTY ETF TR	3,150	$210K	0.07%	+100	Timeline
VUSBVANGUARD BD INDEX FDS	4,233	$210K	0.07%	+8	Timeline
MMM3M CO	1,601	$207K	0.07%	-100	Timeline
BSXBOSTON SCIENTIFIC CORP	2,293	$205K	0.07%	new	Timeline
SLVISHARES SILVER TR	7,770	$205K	0.07%	-226	Timeline
EEMISHARES TR	4,858	$203K	0.07%	-726	Timeline
XLESELECT SECTOR SPDR TR	2,348	$201K	0.07%	0	Timeline
VBKVANGUARD INDEX FDS	716	$200K	0.07%	new	Timeline
JFRNUVEEN FLOATING RATE INCOME	18,000	$161K	0.05%	0	Timeline
EOSEEOS ENERGY ENTERPRISES INC	21,500	$104K	0.03%	0	Timeline
MARRIOTT VACATION WORLDWMARRIOTT VACATION WORLDW	32,000	$30.4K	0.01%	new

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
SHVISHARES TR	5,116	$566K	shares
FHLCFIDELITY COVINGTON TRUST	3,173	$231K	shares
RLIRLI CORP	1,358	$210K	shares
PSNPARSONS CORP DEL	2,014	$209K	shares
PEPPEPSICO INC	1,223	$208K	shares

How Q4 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 0001951757-25-000066	base		2025-01-17	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC