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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed 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
   (KO)1 Year Chart         KO Coca-Cola Co 163 Closed $63.03 $0 0 0% -206,000 -3,495 0    Beverage Soft Drinks...
   (BA)1 Year Chart         BA Boeing Co 162 Closed $184.95 $0 0 0% -241,000 -923 0    Aerospace/Defense - M...
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 161 Closed $89.41 $0 0 0% -279,000 -3,134 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 160 Closed $76.40 $0 0 0% -202,000 -2,628 0    Closed - End Fund - E...
   (PSN)1 Year Chart         PSN Parsons Corp 159 Closed $76.51 $0 0 0% -251,000 -4,006 0    N/A

      5 Records Found
  1    
Page 1 of 1
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