Investment Research & Advisory Group, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $218 Million distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44.8M, Apple Inc. with a value of $14.8M, Microsoft Corp with a value of $10.5M, Amazon Com Inc with a value of $7.54M, and Nvidia Corp with a value of $6.6M.

Examining the 13F form we can see an increase of $21M in the current position value, from $197M to 218M. Also it can be appreciated an additional of 17 stocks purchases and 1 closed positions.

Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $55.8 Million
Technology: $53.6 Million
Financial Services: $33.6 Million
Healthcare: $21.7 Million
Communication Services: $18.6 Million
Consumer Cyclical: $14.6 Million
Industrials: $9.63 Million
Consumer Defensive: $9.2 Million
Other: $994,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 211
  • Current Value $218 Million
  • Prior Value $197 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 50 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 28 stocks
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