Investment Research & Advisory Group, Inc. Incresed Positions in Q3 2025

Investment Research & Advisory Group, Inc.

  • $292 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.91K
+ 5.37%
$567.77 - $614.76 $3.36M - $3.64M
116K $71M
AAPL
Apple Inc.

Technology
977
+ 1.3%
$202.38 - $256.87 $198K - $251K
76.4K $19.4M
GOOGL
Alphabet Inc.

Communication Services
179
+ 0.42%
$174.36 - $254.72 $31.2K - $45.6K
42.9K $10.4M
NVDA
Nvidia Corp

Technology
56
+ 0.08%
$153.3 - $186.58 $8.58K - $10.4K
68.8K $12.8M
CAT
Caterpillar Inc

Industrials
3.79K
+ 10814.29%
$390.92 - $477.15 $1.48M - $1.81M
3.82K $1.82M
JNJ
Johnson & Johnson

Healthcare
1.14K
+ 5.45%
$155.17 - $185.42 $176K - $211K
22K $4.08M
ASML
Asml Holding Nv

Technology
246
+ 6.99%
$689.63 - $968.09 $170K - $238K
3.76K $3.64M
JPM
Jpmorgan Chase & CO

Financial Services
165
+ 0.64%
$282.78 - $316.06 $46.7K - $52.1K
25.8K $8.13M
BLK
Black Rock Inc.

Financial Services
62
+ 1.18%
$1046.16 - $1175.56 $64.9K - $72.9K
5.32K $6.2M
IQV
Iqvia Holdings Inc.

Healthcare
610
+ 3.55%
$157.68 - $200.82 $96.2K - $123K
17.8K $3.38M
MSFT
Microsoft Corp

Technology
200
+ 0.95%
$491.09 - $535.64 $98.2K - $107K
21.1K $11M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.17K
+ 15.6%
$86.92 - $99.32 $275K - $314K
23.5K $2.29M
BA
Boeing CO

Industrials
1.66K
+ 13.72%
$209.79 - $237.38 $348K - $394K
13.8K $2.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
316
+ 11.44%
$404.94 - $499.99 $128K - $158K
3.08K $1.49M
SCHW
Schwab Charles Corp

Financial Services
608
+ 0.92%
$91.03 - $98.69 $55.3K - $60K
66.7K $6.37M
UBER
Uber Technologies, Inc

Technology
597
+ 1.02%
$86.91 - $99.57 $51.9K - $59.4K
59.2K $5.8M
LMT
Lockheed Martin Corp

Industrials
226
+ 3.91%
$410.74 - $499.21 $92.8K - $113K
6.01K $3M
VEEV
Veeva Systems Inc

Healthcare
521
+ 3.68%
$269.2 - $297.91 $140K - $155K
14.7K $4.37M
IEFA
Ishares Tr

ETFs
2.13K
+ 13.69%
$81.7 - $87.53 $174K - $186K
17.7K $1.54M
FISV
Fiserv Inc

Technology
1.81K
+ 9.24%
N/A
21.4K $2.68M
MA
Mastercard Inc

Financial Services
202
+ 1.5%
$550.18 - $598.96 $111K - $121K
13.7K $7.79M
MGV
Vanguard Mega Cap Value

ETFs
1.18K
+ 45.29%
$129.46 - $137.85 $153K - $163K
3.78K $520K
SOFI
So Fi Technologies, Inc.

Financial Services
4.56K
+ 1046.56%
$17.64 - $29.81 $80.5K - $136K
5K $132K
DHR
Danaher Corp

Healthcare
608
+ 12.89%
$181.46 - $212.2 $110K - $129K
5.32K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
462
+ 1.14%
$211.65 - $238.24 $97.8K - $110K
41.1K $9.03M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.06K
+ 500.94%
$82.96 - $95.7 $88.1K - $102K
1.27K $114K
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 33.21%
$293.94 - $444.72 $25.6K - $38.7K
349 $155K
AVGO
Broadcom Inc.

Technology
3
+ 0.23%
$264.74 - $369.57 $794 - $1.11K
1.29K $424K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
130
+ 0.92%
$68.24 - $73.73 $8.87K - $9.58K
14.3K $1.05M
ADBE
Adobe Inc.

Technology
600
+ 14.51%
$333.65 - $392.1 $200K - $235K
4.73K $1.67M
IEMG
Ishares Inc

ETFs
1.23K
+ 10.67%
N/A
12.8K $685K
PG
Procter & Gamble CO

Consumer Defensive
789
+ 6.62%
$150.47 - $161.22 $119K - $127K
12.7K $1.95M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38
+ 0.26%
$62.09 - $66.51 $2.36K - $2.53K
14.5K $946K
VEU
Vanguard Ftse All World Ex Us

ETFs
46
+ 0.5%
$66.38 - $71.68 $3.05K - $3.3K
9.33K $665K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.57%
$184.85 - $231.54 $924 - $1.16K
884 $204K
MRK
Merck & Co., Inc.

Healthcare
62
+ 0.95%
$77.6 - $87.37 $4.81K - $5.42K
6.58K $551K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.53%
$215.01 - $273.02 $1.29K - $1.64K
1.14K $285K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.47%
$194.44 - $206.51 $2.33K - $2.48K
2.57K $530K
VDE
Vanguard Energy ETF

ETFs
32
+ 0.8%
$118.37 - $129.65 $3.79K - $4.15K
4.03K $506K
META
Meta Platforms, Inc.

Communication Services
85
+ 0.88%
$695.21 - $791.73 $59.1K - $67.3K
9.76K $7.17M
ORCL
Oracle Corp

Technology
1
+ 0.31%
$218.96 - $328.33 $219 - $328
324 $91K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.93%
$696.56 - $806.32 $1.39K - $1.61K
216 $172K
BAC
Bank Of America Corp

Financial Services
14
+ 0.29%
$44.92 - $52.42 $629 - $734
4.8K $247K
AVUV
American Centy ETF Tr Avantis

ETFs
1
+ 0.04%
$90.37 - $102.12 $90.4 - $102
2.33K $232K
C
Citigroup Inc

Financial Services
16
+ 1.44%
$85.57 - $103.49 $1.37K - $1.66K
1.12K $114K
MO
Altria Group, Inc.

Consumer Defensive
47
+ 2.16%
$57.75 - $67.68 $2.71K - $3.18K
2.22K $146K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.17%
$108.46 - $120.63 $325 - $362
1.78K $211K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
590
+ 3.53%
$23.54 - $23.97 $13.9K - $14.1K
17.3K $414K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.33%
$275.84 - $326.36 $276 - $326
305 $99K
Activity Summary
Buys All Purchases 134 New Holdings 18 Increased Positions 116 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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