Investment Research & Advisory Group, Inc. Incresed Positions in Q3 2024

Investment Research & Advisory Group, Inc.

  • $236 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
64
+ 1.22%
$782.27 - $949.51 $50.1K - $60.8K
5.3K $5.03M
LMT
Lockheed Martin Corp

Industrials
113
+ 2.25%
$460.3 - $584.56 $52K - $66.1K
5.15K $3.01M
SBUX
Starbucks Corp

Consumer Cyclical
1.01K
+ 3.63%
$72.51 - $98.6 $73.4K - $99.8K
28.9K $2.82M
TMO
Thermo Fisher Scientific Inc.

Healthcare
627
+ 17.48%
$531.86 - $624.21 $333K - $391K
4.21K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
108
+ 1.74%
$488.01 - $604.18 $52.7K - $65.3K
6.32K $3.7M
IQV
Iqvia Holdings Inc.

Healthcare
328
+ 1.87%
$206.81 - $251.55 $67.8K - $82.5K
17.8K $4.23M
GE
General Electric CO

Industrials
512
+ 3.56%
$156.66 - $189.66 $80.2K - $97.1K
14.9K $2.81M
CB
Chubb LTD

Financial Services
67
+ 0.5%
$252.51 - $292.2 $16.9K - $19.6K
13.6K $3.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 1.3%
$405.19 - $478.57 $36.9K - $43.5K
7.07K $3.25M
KMX
Carmax Inc

Consumer Cyclical
3.68K
+ 15.66%
$71.21 - $85.78 $262K - $316K
27.2K $2.1M
JNJ
Johnson & Johnson

Healthcare
189
+ 1.28%
$145.48 - $167.38 $27.5K - $31.6K
15K $2.43M
V
Visa Inc.

Financial Services
51
+ 0.26%
$253.74 - $291.56 $12.9K - $14.9K
19.6K $5.4M
GD
General Dynamics Corp

Industrials
258
+ 2.75%
$279.51 - $308.09 $72.1K - $79.5K
9.63K $2.91M
DHR
Danaher Corp

Healthcare
101
+ 2.0%
$239.25 - $280.76 $24.2K - $28.4K
5.16K $1.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.69K
+ 14.86%
$71.45 - $75.64 $121K - $128K
13.1K $981K
UBER
Uber Technologies, Inc

Technology
231
+ 0.4%
$58.48 - $77.47 $13.5K - $17.9K
57.6K $4.33M
MO
Altria Group, Inc.

Consumer Defensive
2.17K
+ 181.45%
$45.95 - $54.71 $99.8K - $119K
3.37K $171K
PG
Procter & Gamble CO

Consumer Defensive
203
+ 2.17%
$160.76 - $177.82 $32.6K - $36.1K
9.58K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
716
+ 6.13%
$57.32 - $62.65 $41K - $44.9K
12.4K $772K
FISV
Fiserv Inc

Technology
211
+ 1.07%
N/A
19.9K $2.49M
WMT
Walmart Inc.

Consumer Defensive
213
+ 44.94%
$66.91 - $81.4 $14.3K - $17.3K
687 $55K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.17%
$434.77 - $502.96 $870 - $1.01K
1.18K $576K
AVGO
Broadcom Inc.

Technology
819
+ 900.0%
$136.27 - $1745.86 $112K - $1.43M
910 $156K
DUK
Duke Energy Corp

Utilities
6
+ 0.98%
$99.35 - $117.71 $596 - $706
620 $71K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.4%
$113.45 - $126.18 $454 - $505
1.01K $127K
TFC
Truist Financial Corp

Financial Services
15
+ 1.17%
$38.22 - $44.94 $573 - $674
1.3K $55K
AXP
American Express CO

Financial Services
3
+ 3.13%
$225.92 - $271.17 $678 - $814
99 $26K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.17%
$26.74 - $30.37 $53.5 - $60.7
1.21K $36K
XLF
Financial Sector Spdr

ETFs
16
+ 3.36%
$40.84 - $45.74 $653 - $732
492 $22K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5
+ 100.0%
$91.43 - $117.51 $457 - $588
10 $1K
DKNG
Draft Kings Inc.

Consumer Cyclical
4
+ 1.17%
$29.85 - $41.1 $119 - $164
347 $13K
Ishares Total Us Stock Market ETF
519
+ 42.93%
N/A
1.73K $0
ADBE
Adobe Inc.

Technology
278
+ 6.24%
$508.13 - $586.55 $141K - $163K
4.73K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
304
+ 0.73%
$161.02 - $200.0 $49K - $60.8K
42.1K $7.84M
SCHW
Schwab Charles Corp

Financial Services
2.39K
+ 3.85%
$61.74 - $76.08 $147K - $181K
64.3K $4.17M
MSFT
Microsoft Corp

Technology
4
+ 0.02%
$395.15 - $467.56 $1.58K - $1.87K
25K $10.7M
ASML
Asml Holding Nv

Technology
270
+ 6.2%
$749.82 - $1098.95 $202K - $297K
4.62K $3.85M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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