Investment Research & Advisory Group, Inc. Incresed Positions 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
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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11K
+ 192.32%
$22.4 - $23.8 $246K - $262K
16.7K $397K
MRK
Merck & Co., Inc.

Healthcare
3.72K
+ 132.77%
$73.47 - $87.12 $273K - $324K
6.51K $515K
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
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
PEP
Pepsico Inc

Consumer Defensive
232
+ 263.64%
$128.02 - $151.37 $29.7K - $35.1K
320 $42K
BAC
Bank Of America Corp

Financial Services
14
+ 0.29%
$34.39 - $47.46 $481 - $664
4.79K $226K
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.2%
$108.06 - $135.3 $216 - $271
1.02K $137K
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.39%
$168.34 - $195.42 $1.68K - $1.95K
2.56K $499K
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
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
427
+ 294.48%
$7.69 - $11.46 $3.28K - $4.89K
572 $6K
INTC
Intel Corp

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