|
|
Name: |
Investment Advisory Group LLC |
City: |
HANOVER |
State: |
MA |
Zip: |
02339 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
16 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
Vangard Russell 3000 |
59 |
New |
$235.10 |
$865,000 |
3,712 |
0.36% |
865,000 |
3,712 |
0.08 |
N/A |
|
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 |
Dimensional Us Core Equity ... |
113 |
New |
$0.00 |
$313,000 |
5,334 |
0.13% |
313,000 |
5,334 |
0.059 |
N/A |
|
WDAY |
Workday, Inc. |
120 |
New |
$257.93 |
$284,000 |
1,043 |
0.12% |
284,000 |
1,043 |
0.001 |
Application Software |
|
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 |
Pimco ETF Trust |
133 |
New |
$100.46 |
$253,000 |
2,520 |
0.1% |
253,000 |
2,520 |
0.002 |
Closed - End Fund - Debt |
|
PSA |
Public Storage Inc |
136 |
New |
$288.67 |
$248,000 |
856 |
0.1% |
248,000 |
856 |
0 |
REIT - Industrial |
|
DFIC |
Dfa Dimensional Internation... |
140 |
New |
$0.00 |
$234,000 |
8,752 |
0.1% |
234,000 |
8,752 |
0.001 |
N/A |
|
WMT |
Wal-Mart Stores Inc |
145 |
New |
$60.24 |
$219,000 |
3,633 |
0.09% |
219,000 |
3,633 |
0 |
Discount, Variety Stores |
|
SYK |
Stryker Corp |
147 |
New |
$334.68 |
$218,000 |
609 |
0.09% |
218,000 |
609 |
0 |
Medical Instruments &... |
|
ORCL |
Oracle Corp |
148 |
New |
$123.50 |
$215,000 |
1,710 |
0.09% |
215,000 |
1,710 |
0 |
Application Software |
|
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 |
Van Kampen Municipal Opport... |
152 |
New |
$233.88 |
$209,000 |
885 |
0.09% |
209,000 |
885 |
0 |
Closed - End Fund - Debt |
|
FELC |
Fidelity Enhanced Large Cap... |
153 |
New |
$0.00 |
$205,000 |
6,955 |
0.08% |
205,000 |
6,955 |
0.008 |
N/A |
|
XLE |
SPDR Energy Sector |
154 |
New |
$94.96 |
$203,000 |
2,145 |
0.08% |
203,000 |
2,145 |
0 |
Closed - End Fund - E... |
|
FDX |
Fedex Corp |
155 |
New |
$257.25 |
$202,000 |
697 |
0.08% |
202,000 |
697 |
0 |
AirDelivery & Freight... |
|