Holdings
Asset Advisory Group, Inc.
As of Jun 30, 2026, Asset Advisory Group, Inc. reported 80 positions worth US$107M. Largest: Apple Inc, Berkshire Hathaway Inc. and Keycorp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 64,371 | US$18.6M | −1,091 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 23,248 | US$11.6M | −110 | Jun 30, 2026 |
| Keycorp | 479K | US$11M | −1,149 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 19,605 | US$7.01M | +599 | Jun 30, 2026 |
| Tesla, Inc. | 10,674 | US$4.49M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 17,246 | US$4.11M | +1,552 | Jun 30, 2026 |
| Microsoft Corp. | 9,691 | US$3.62M | −21 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,142 | US$2.67M | no change | Jun 30, 2026 |
| Nvidia Corporation | 11,388 | US$2.28M | −34 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,055 | US$2.19M | no change | Jun 30, 2026 |