Investment Research & Advisory Group, Inc. New Holdings in Q2 2025

Investment Research & Advisory Group, Inc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
2.08K
New
$162.76 - $195.77 $339K - $408K
2.08K $406K
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
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
TGT
Target Corp

Consumer Defensive
289
New
$88.76 - $105.77 $25.7K - $30.6K
289 $28K
FE
Firstenergy Corp

Utilities
640
New
$38.31 - $43.17 $24.5K - $27.6K
640 $25K
SCI
Service Corp International

Consumer Cyclical
156
New
$73.58 - $81.65 $11.5K - $12.7K
156 $12K
SLB
Schlumberger Limited

Energy
133
New
$31.95 - $42.2 $4.25K - $5.61K
133 $4K
TMUS
T Mobile Us, Inc.

Communication Services
15
New
$220.99 - $268.54 $3.31K - $4.03K
15 $3K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
59
New
N/A
59 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
New
$160.22 - $209.35 $2.56K - $3.35K
16 $3K
ARKQ
Ark Autonomous Technology & Ro

ETFs
32
New
$58.8 - $89.17 $1.88K - $2.85K
32 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
299
New
$3.07 - $4.51 $918 - $1.35K
299 $1K
Unusual Whales Sub Demo Trad ETF
152
New
N/A
152 $0
SPMD
Spdr Portfolio

ETFs
1
New
$44.89 - $54.38 $44.9 - $54.4
1 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
New
$24.32 - $27.87 $48.6 - $55.7
2 $0
PSC
Principal ETF U.S. Small Cap M

ETFs
1
New
$43.14 - $53.28 $43.1 - $53.3
1 $0
Masterbrand Inc
57
New
N/A
57 $0
Ishares Bitcoin ETF
161
New
N/A
161 $0
Fidelity Enhanced Intrntnl ETF
1
New
N/A
1 $0
Eaton Vance Total Returnbond ETF
1
New
N/A
1 $0
Yieldmax Mstr Opt Incm Strtgy ETF
50
New
N/A
50 $0
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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