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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.2%
$108.06 - $135.3 $216 - $271
1.02K $137K
PFE
Pfizer Inc

Healthcare
563
+ 140.75%
$21.59 - $24.84 $12.2K - $14K
963 $23K
AXP
American Express CO

Financial Services
17
+ 11.41%
$231.39 - $318.98 $3.93K - $5.42K
166 $52K
SCI
Service Corp International

Consumer Cyclical
156
New
$73.58 - $81.65 $11.5K - $12.7K
156 $12K
TFC
Truist Financial Corp

Financial Services
216
+ 15.14%
$34.79 - $42.99 $7.51K - $9.29K
1.64K $70K
LLY
Eli Lilly & CO

Healthcare
411
+ 6.14%
$713.71 - $898.95 $293K - $369K
7.11K $5.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.06%
$90.56 - $109.49 $90.6 - $109
1.78K $194K
CMCSA
Comcast Corp

Communication Services
239
+ 122.56%
$32.84 - $36.72 $7.85K - $8.78K
434 $15K
CARR
Carrier Global Corp

Industrials
51
+ 11.31%
$55.55 - $75.83 $2.83K - $3.87K
502 $36K
BNDX
Vanguard Total International B

ETFs
108
+ 5.04%
$48.77 - $49.55 $5.27K - $5.35K
2.25K $111K
INTC
Intel Corp

Technology
200
+ 79.68%
$18.13 - $22.69 $3.63K - $4.54K
451 $10K
SLB
Schlumberger Limited

Energy
133
New
$31.95 - $42.2 $4.25K - $5.61K
133 $4K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
59
New
N/A
59 $3K
PRF
Invesco Exchange Traded Fd Tr

ETFs
65
+ 108.33%
$35.77 - $42.27 $2.33K - $2.75K
125 $5K
TMUS
T Mobile Us, Inc.

Communication Services
15
New
$220.99 - $268.54 $3.31K - $4.03K
15 $3K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.25%
$25.48 - $31.98 $76.4 - $95.9
1.21K $38K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
New
$160.22 - $209.35 $2.56K - $3.35K
16 $3K
DAL
Delta Air Lines, Inc.

Industrials
16
+ 3.0%
$35.88 - $52.99 $574 - $848
549 $26K
RBLX
Roblox Corp

Communication Services
1
+ 2.0%
$51.22 - $105.59 $51.2 - $106
51 $5K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
40
+ 0.45%
$23.32 - $24.45 $933 - $978
9.03K $220K
KHC
Kraft Heinz CO

Consumer Defensive
100
+ 90.91%
$25.61 - $30.81 $2.56K - $3.08K
210 $5K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.13%
$335.24 - $380.78 $1.01K - $1.14K
2.39K $876K
ARKQ
Ark Autonomous Technology & Ro

ETFs
32
New
$58.8 - $89.17 $1.88K - $2.85K
32 $2K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.49%
$22.27 - $29.21 $66.8 - $87.6
611 $17K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.51%
$45.65 - $57.01 $45.7 - $57
199 $11K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 100.0%
$503.3 - $775.9 $503 - $776
2 $1K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
5
+ 35.71%
$96.02 - $124.33 $480 - $622
19 $2K
XLF
Financial Sector Spdr

ETFs
1
+ 0.21%
$43.92 - $52.37 $43.9 - $52.4
477 $24K
LUMN
Lumen Technologies, Inc.

Communication Services
299
New
$3.07 - $4.51 $918 - $1.35K
299 $1K
VTRS
Viatris Inc

Healthcare
93
+ 147.62%
$7.26 - $9.12 $675 - $848
156 $1K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 21.43%
$228.54 - $279.83 $686 - $839
17 $4K
Yieldmax Mstr Opt Incm Strtgy ETF
50
New
N/A
50 $0
Ishares Bitcoin ETF
161
New
N/A
161 $0
MMM
3 M CO

Industrials
1
+ 8.33%
$126.09 - $154.15 $126 - $154
13 $1K
Yieldmax Msft Optn Inc Strg ETF
34
+ 2.72%
N/A
1.29K $0
Unusual Whales Sub Demo Trad ETF
152
New
N/A
152 $0
Eaton Vance Total Returnbond ETF
1
New
N/A
1 $0
Masterbrand Inc
57
New
N/A
57 $0
Fidelity Enhanced Intrntnl ETF
1
New
N/A
1 $0
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.5%
$96.91 - $113.0 $194 - $226
402 $44K
Ishares Total Us Stock Market ETF Iv
5
+ 0.29%
N/A
1.74K $0
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
400
+ 66.67%
$1.35 - $3.07 $540 - $1.23K
1K $1K
PSC
Principal ETF U.S. Small Cap M

ETFs
1
New
$43.14 - $53.28 $43.1 - $53.3
1 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
New
$24.32 - $27.87 $48.6 - $55.7
2 $0
Ge Vernova Inc
33
+ 1.36%
N/A
2.45K $0
SPMD
Spdr Portfolio

ETFs
1
New
$44.89 - $54.38 $44.9 - $54.4
1 $0
Ge Healthcare Technologitender Offer Exp:
77
+ 233.33%
N/A
110 $0
PRU
Prudential Financial Inc

Financial Services
1
+ 1.0%
$95.12 - $112.71 $95.1 - $113
101 $10K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
224
+ 1400.0%
$87.84 - $1441.89 $19.7K - $323K
240 $21K
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
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