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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 $199,277,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 65,462 $16,613,773 8.34%
2.
Berkshire Hathaway Inc
 BRK.A 23,358 $11,193,153 5.62%
3.
Vanguard Scottsdale Funds
 140,978 $11,175,252 5.61%
4.
Keycorp W
 KEY 480,272 $9,629,456 4.83%
5.
Vanguard Specialized Funds - DIV APP ETF
 35,032 $7,534,063 3.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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