Institutions / Investment Advisory Group, LLC / Holdings
Back to Investment Advisory Group, LLC

Investment Advisory Group, LLC

All holdings · as of Dec 31, 2025

194 positions

CompanyClassValueShares% of portfolio
NUVEEN FLOATING RATE INCOME FUNDJFRClosed-End Fund$140.8K17,9840.0%
SPDR INDEX SHS FDS—$200.0K3,0460.1%
Vulcan Materials Co—$202.5K7100.1%
INTEL CORP—$203.9K5,5260.1%
EVERSOURCE ENERGY—$205.1K3,0460.1%
ISHARES TR—$207.1K1,2330.1%
ISHARES BITCOIN TRUST ETF—$208.6K4,2020.1%
DIMENSIONAL ETF TRUST—$209.3K4,3650.1%
GENERAL DYNAMICS CORP—$210.7K6260.1%
iShares MSCI UAE ETF—$211.0K2,5590.1%
VANGUARD INDEX FDS—$213.6K1,0080.1%
BOSTON SCIENTIFIC CORP—$218.8K2,2950.1%
VERTEX PHARMACEUTICALS INC / MA—$221.7K4890.1%
Broadcom Inc.—$223.6K6460.1%
ISHARES TR—$223.7K4,3980.1%
SCHWAB STRATEGIC TR—$226.2K6,9340.1%
Merck & Co., Inc.—$226.3K2,1500.1%
AMERICAN CENTY ETF TR—$226.7K4,5000.1%
VANGUARD BD INDEX FDS—$227.8K2,9250.1%
Walt Disney Co—$229.6K2,0180.1%
AMERICAN CENTY ETF TR—$234.9K3,1000.1%
SELECT SECTOR SPDR TR—$236.2K5,2820.1%
AMERICAN CENTY ETF TR—$238.1K3,6000.1%
STRYKER CORP—$239.5K6810.1%
Public Storage—$241.1K9290.1%
HOME DEPOT, INC.—$241.7K7030.1%
Northrop Grumman Corp—$242.3K4250.1%
GILEAD SCIENCES, INC.—$242.5K1,9760.1%
VANGUARD INDEX FDS—$244.3K8080.1%
AMERICAN CENTY ETF TR—$245.7K5,2000.1%
VANGUARD INDEX FDS—$246.2K8820.1%
ISHARES TR—$249.4K4,5580.1%
VANGUARD WORLD FD—$252.2K2,0850.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$253.3K8340.1%
ISHARES TR—$255.1K2,3210.1%
Eos Energy Enterprises, Inc.—$266.9K23,2870.1%
GENERAL ELECTRIC CO—$267.3K8680.1%
FIDELITY COVINGTON TRUST—$269.0K7,0470.1%
CHEVRON CORP—$278.8K1,8290.1%
ISHARES TR—$282.0K8730.1%
REPLIGEN CORP—$282.3K1,7230.1%
DIMENSIONAL ETF TRUST—$283.0K5,8750.1%
PIMCO ETF TR—$283.6K2,8260.1%
3M CO—$285.0K1,7800.1%
ISHARES TR—$286.5K2,9790.1%
Mastercard Inc—$290.4K5090.1%
INVESCO EXCHANGE TRADED FD T—$292.4K2,3000.1%
DIMENSIONAL ETF TRUST—$308.7K4,1730.1%
AMERICAN CENTY ETF TR—$327.4K3,2110.1%
LINDE PLC—$329.5K7730.1%
← PrevPage 1 of 4Next →