Investment Advisory Services Group LLC - Portfolio overview

Investment Advisory Services Group LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 22.49%
2. FBND - FIDELITY MERRIMACK STR TR, 17.66%
3. JPST - J P MORGAN EXCHANGE TRADED F, 8.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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