Portfolio (Quarterly)
Guide ↗
Investment Advisory Group, LLC
· CIK 0001910273| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | FIDELITY MERRIMACK STR TR | — | 4,958 | $247K | 0.07% | SOLD |
| 2 | DD | DUPONT DE NEMOURS INC | Basic Materials | 2,794 | $218K | 0.06% | SOLD |
| 3 | ADI | ANALOG DEVICES INC | Technology | 837 | $206K | 0.06% | SOLD |
| 4 | VTC | VANGUARD SCOTTSDALE FDS | — | 2,571 | $202K | 0.06% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 1,350 | $201K | 0.06% | SOLD |
| 6 | — | MARRIOTT VACATIONS WORLDWIDE | — | 32,000 | $31K | 0.01% | SOLD |
Sector Allocation
Technology
28.8%
Financial Services
20.3%
Consumer Cyclical
11.9%
Communication Services
10.7%
Healthcare
8.5%
Consumer Defensive
5.9%
Real Estate
4.9%
Industrials
4.1%
Energy
3.8%
Basic Materials
0.8%