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Home > Institutional Investor > Asset Advisory Group, Inc. > Profile

Instuitional Investor - Asset Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Asset Advisory Group, Inc.
Portfolio Value $200,169,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 65,682 $17,856,994 8.92%
2.
Berkshire Hathaway Inc
 BRK.A 23,412 $11,768,032 5.88%
3.
Keycorp W
 KEY 485,520 $10,021,135 5.01%
4.
Vanguard Scottsdale Funds
 122,613 $9,775,604 4.88%
5.
Vanguard Index Fds - GROWTH ETF
 16,836 $8,216,971 4.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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