Investment Research & Advisory Group, Inc. Reduced Holdings in Q3 2024

Investment Research & Advisory Group, Inc.

  • $236 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-29K
- 98.33%
$85.6 - $98.61 $2.48M - $2.86M
494 $47K
CMCSA
Comcast Corp

Communication Services
-56K
- 98.6%
$37.33 - $41.78 $2.09M - $2.34M
795 $33K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-12K
- 89.99%
$125.95 - $142.04 $1.51M - $1.7M
1.33K $189K
GOOGL
Alphabet Inc.

Communication Services
-168
- 0.39%
$148.65 - $191.18 $25K - $32.1K
42.4K $7.04M
NVDA
Nvidia Corp

Technology
-232
- 0.32%
$98.91 - $134.91 $22.9K - $31.3K
72.4K $8.79M
LLY
Eli Lilly & CO

Healthcare
-11
- 0.17%
$772.14 - $960.02 $8.49K - $10.6K
6.42K $5.69M
CHH
Choice Hotels International Inc

Consumer Cyclical
-1.58K
- 19.7%
$117.06 - $133.72 $184K - $211K
6.42K $836K
NOW
Service Now, Inc.

Technology
-70
- 58.82%
$730.87 - $937.36 $51.2K - $65.6K
49 $43K
OTIS
Otis Worldwide Corp

Industrials
-1.81K
- 9.84%
$91.43 - $104.43 $165K - $189K
16.6K $1.72M
KO
Coca Cola CO

Consumer Defensive
-450
- 13.64%
$62.69 - $73.01 $28.2K - $32.9K
2.85K $204K
BAC
Bank Of America Corp

Financial Services
-30
- 0.62%
$36.65 - $44.13 $1.1K - $1.32K
4.78K $189K
Brookfield Asset Mgmt F
-15
- 2.59%
N/A
565 $0
BIRD
Allbirds, Inc.

Consumer Cyclical
-289
- 95.07%
$0.48 - $13.79 $139 - $3.99K
15 $0
INDA
Ishares Msci India Index Fund

ETFs
-5
- 20.0%
$54.86 - $59.22 $274 - $296
20 $1K
Ge Vernova Inc
-825
- 22.95%
N/A
2.77K $0
DAL
Delta Air Lines, Inc.

Industrials
-20
- 3.62%
$37.32 - $51.8 $746 - $1.04K
533 $27K
AMGN
Amgen Inc

Healthcare
-15
- 2.48%
$309.38 - $337.38 $4.64K - $5.06K
589 $189K
MCHI
Ishares Msci China ETF

ETFs
-10
- 2.23%
$40.43 - $50.98 $404 - $510
439 $22K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-61
- 1.99%
$42.38 - $47.25 $2.59K - $2.88K
3.01K $142K
IVV
Ishares Core S&P 500 ETF

ETFs
-56
- 4.0%
$520.18 - $576.82 $29.1K - $32.3K
1.34K $774K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-624
- 3.43%
$58.03 - $65.37 $36.2K - $40.8K
17.5K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-74
- 1.64%
$801.83 - $917.05 $59.3K - $67.9K
4.45K $3.94M
JPM
Jpmorgan Chase & CO

Financial Services
-345
- 1.34%
$194.9 - $224.8 $67.2K - $77.6K
25.4K $5.36M
VB
Vanguard Small Cap ETF

ETFs
-149
- 1.14%
$214.77 - $237.72 $32K - $35.4K
13K $3.08M
VEEV
Veeva Systems Inc

Healthcare
-274
- 2.17%
$180.43 - $223.9 $49.4K - $61.3K
12.4K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
-300
- 1.58%
$101.25 - $127.45 $30.4K - $38.2K
18.7K $2.27M
META
Meta Platforms, Inc.

Communication Services
-307
- 2.86%
$453.41 - $572.44 $139K - $176K
10.4K $5.98M
MA
Mastercard Inc

Financial Services
-127
- 0.94%
$429.6 - $500.99 $54.6K - $63.6K
13.4K $6.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.06K
- 2.24%
$475.2 - $527.7 $978K - $1.09M
90.1K $47.5M
AAPL
Apple Inc.

Technology
-1.25K
- 1.47%
$207.23 - $234.82 $258K - $292K
83.5K $19.4M
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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