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  Name: Investment Advisory Group LLC
  City: HANOVER
  State: MA
  Zip: 02339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $241,862,000
  Total Value Change : $24,270,000
  Securities Held Change : 11
   
All Securities Held : 158
  New Positions : 16
  Closed Positions : 5
  Increased Positions : 85
  Unchanged Positions : 22
  Decreased Positions : 35

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 59 New $235.10 $865,000 3,712 0.36% 865,000 3,712 0.08    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 101 New $0.00 $356,000 3,508 0.15% 356,000 3,508 0.004    N/A
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... 113 New $0.00 $313,000 5,334 0.13% 313,000 5,334 0.059    N/A
   (WDAY)1 Year Chart         WDAY Workday, Inc. 120 New $257.93 $284,000 1,043 0.12% 284,000 1,043 0.001    Application Software
   (EWX)1 Year Chart         EWX Spdr Index Shares Fu 126 New $59.01 $272,000 4,869 0.11% 272,000 4,869 0.039    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 133 New $100.46 $253,000 2,520 0.1% 253,000 2,520 0.002    Closed - End Fund - Debt
   (PSA)1 Year Chart         PSA Public Storage Inc 136 New $288.67 $248,000 856 0.1% 248,000 856 0    REIT - Industrial
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 140 New $0.00 $234,000 8,752 0.1% 234,000 8,752 0.001    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 145 New $60.24 $219,000 3,633 0.09% 219,000 3,633 0    Discount, Variety Stores
   (SYK)1 Year Chart         SYK Stryker Corp 147 New $334.68 $218,000 609 0.09% 218,000 609 0    Medical Instruments &...
   (ORCL)1 Year Chart         ORCL Oracle Corp 148 New $123.50 $215,000 1,710 0.09% 215,000 1,710 0    Application Software
   (VALQ)1 Year Chart         VALQ American Century Stoxx Us Q... 150 New $0.00 $210,000 3,600 0.09% 210,000 3,600 0.04    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 152 New $233.88 $209,000 885 0.09% 209,000 885 0    Closed - End Fund - Debt
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 153 New $0.00 $205,000 6,955 0.08% 205,000 6,955 0.008    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 154 New $94.96 $203,000 2,145 0.08% 203,000 2,145 0    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 155 New $257.25 $202,000 697 0.08% 202,000 697 0    AirDelivery & Freight...
      16 Records Found
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