Investment Research & Advisory Group, Inc. Purchases in Q2 2025

Investment Research & Advisory Group, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.9K
+ 18.14%
$456.74 - $568.03 $7.72M - $9.6M
110K $62.5M
BA
Boeing CO

Industrials
11.2K
+ 1267.57%
$136.59 - $217.51 $1.53M - $2.44M
12.1K $2.54M
VTWO
Vanguard Russell 2000 ETF

ETFs
17.1K
+ 544.4%
$70.56 - $87.22 $1.21M - $1.5M
20.3K $1.77M
UBER
Uber Technologies, Inc

Technology
966
+ 1.68%
$64.62 - $93.3 $62.4K - $90.1K
58.6K $5.47M
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 0.58%
$210.28 - $289.91 $30.9K - $42.6K
25.6K $7.42M
GE
General Electric CO

Industrials
811
+ 5.35%
$166.81 - $257.39 $135K - $209K
16K $4.11M
IEFA
Ishares Tr

ETFs
12K
+ 343.04%
$67.83 - $84.09 $815K - $1.01M
15.5K $1.3M
GOOGL
Alphabet Inc.

Communication Services
132
+ 0.31%
$144.7 - $178.6 $19.1K - $23.6K
42.7K $7.53M
SCHW
Schwab Charles Corp

Financial Services
896
+ 1.37%
$69.06 - $91.24 $61.9K - $81.8K
66.1K $6.03M
VEEV
Veeva Systems Inc

Healthcare
58
+ 0.41%
$209.39 - $289.94 $12.1K - $16.8K
14.2K $4.08M
VBR
Vanguard Small Cap Value ETF

ETFs
2.08K
New
$162.76 - $195.77 $339K - $408K
2.08K $406K
GD
General Dynamics Corp

Industrials
336
+ 3.27%
$247.68 - $291.66 $83.2K - $98K
10.6K $3.1M
JNJ
Johnson & Johnson

Healthcare
3.37K
+ 19.28%
$146.36 - $159.82 $494K - $539K
20.9K $3.19M
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 1.48%
$908.13 - $1056.85 $61.8K - $71.9K
4.66K $4.61M
MRK
Merck & Co., Inc.

Healthcare
3.72K
+ 132.77%
$73.47 - $87.12 $273K - $324K
6.51K $515K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11K
+ 192.32%
$22.4 - $23.8 $246K - $262K
16.7K $397K
LMT
Lockheed Martin Corp

Industrials
311
+ 5.69%
$430.82 - $486.45 $134K - $151K
5.78K $2.68M
MA
Mastercard Inc

Financial Services
64
+ 0.48%
$479.92 - $590.74 $30.7K - $37.8K
13.5K $7.58M
ADM
Archer Daniels Midland CO

Consumer Defensive
354
+ 1.05%
$41.79 - $54.16 $14.8K - $19.2K
34.2K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
455
+ 315.97%
$285.55 - $321.23 $130K - $146K
599 $175K
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.11%
$82.96 - $110.1 $664 - $881
7.14K $786K
CRM
Salesforce, Inc.

Technology
188
+ 1.25%
$236.26 - $291.15 $44.4K - $54.7K
15.3K $4.16M
CEG
Constellation Energy Corp

Utilities
280
New
$170.96 - $322.76 $47.9K - $90.4K
280 $90K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
304
New
$179.95 - $278.88 $54.7K - $84.8K
304 $84K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.13%
$146.58 - $180.01 $733 - $900
3.88K $688K
T
At&T Inc.

Communication Services
2.75K
+ 458.0%
$26.33 - $28.94 $72.4K - $79.5K
3.35K $96K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.31%
$498.8 - $620.9 $2K - $2.48K
1.31K $810K
TSLA
Tesla, Inc.

Consumer Cyclical
237
+ 948.0%
$221.86 - $362.89 $52.6K - $86K
262 $83K
BND
Vanguard Bd Index Fd Inc Total

ETFs
917
+ 5.72%
$72.02 - $73.82 $66K - $67.7K
16.9K $1.25M
DIS
Walt Disney CO

Communication Services
374
+ 96.14%
$81.72 - $124.01 $30.6K - $46.4K
763 $94K
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 2.09%
$321.63 - $509.31 $2.25K - $3.57K
342 $174K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 0.17%
$51.16 - $62.02 $1.28K - $1.55K
14.5K $897K
KO
Coca Cola CO

Consumer Defensive
793
+ 24.21%
$68.37 - $73.9 $54.2K - $58.6K
4.07K $287K
WMT
Walmart Inc.

Consumer Defensive
420
+ 43.25%
$81.79 - $99.98 $34.4K - $42K
1.39K $136K
SO
Southern CO

Utilities
504
New
$84.91 - $92.56 $42.8K - $46.7K
504 $46K
XOM
Exxon Mobil Corp

Energy
387
New
$99.93 - $119.04 $38.7K - $46.1K
387 $41K
EXC
Exelon Corp

Utilities
900
New
$42.2 - $47.37 $38K - $42.6K
900 $39K
ADP
Automatic Data Processing Inc

Industrials
125
New
$276.76 - $326.81 $34.6K - $40.9K
125 $38K
DOV
Dover Corp

Industrials
182
New
$151.14 - $186.7 $27.5K - $34K
182 $33K
PEP
Pepsico Inc

Consumer Defensive
232
+ 263.64%
$128.02 - $151.37 $29.7K - $35.1K
320 $42K
TGT
Target Corp

Consumer Defensive
289
New
$88.76 - $105.77 $25.7K - $30.6K
289 $28K
BAC
Bank Of America Corp

Financial Services
14
+ 0.29%
$34.39 - $47.46 $481 - $664
4.79K $226K
FE
Firstenergy Corp

Utilities
640
New
$38.31 - $43.17 $24.5K - $27.6K
640 $25K
KMB
Kimberly Clark Corp

Consumer Defensive
197
New
$126.84 - $145.22 $25K - $28.6K
197 $25K
OTIS
Otis Worldwide Corp

Industrials
1.05K
+ 5.27%
$90.88 - $104.3 $95.2K - $109K
20.9K $2.07M
RTX
Raytheon Technologies Corp

Industrials
88
+ 19.51%
$113.75 - $148.48 $10K - $13.1K
539 $78K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
75
+ 2.64%
$40.79 - $50.93 $3.06K - $3.82K
2.92K $148K
NU
Nu Holdings Ltd.

Financial Services
1.1K
+ 275.0%
$9.6 - $13.72 $10.6K - $15.1K
1.5K $20K
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.39%
$168.34 - $195.42 $1.68K - $1.95K
2.56K $499K
Activity Summary
Buys All Purchases 105 New Holdings 27 Increased Positions 78 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Research & Advisory Group, Inc. Portfolio

Follow Investment Research & Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email