Long-term investor
Investment Advisory Group, LLC @investmentadvisorygroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910273).
Record
- Tracked since 2025-06-30 (448 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +17.0% · all +17.0%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 7.4% · long · since 2025-06-30
- 921946406 · 6.5% · long · since 2025-06-30
- 25434V708 · 5.9% · long · since 2025-06-30
- 464287200 · 4.3% · long · since 2025-06-30
- 25434V401 · 3.8% · long · since 2025-06-30
- 464287804 · 3.7% · long · since 2025-06-30
- 464287309 · 2.8% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 922908744 · 2.0% · long · since 2025-06-30
- 464287150 · 1.8% · long · since 2025-06-30
- 464289875 · 1.7% · long · since 2025-06-30
- 464287507 · 1.5% · long · since 2025-06-30