Investment Research & Advisory Group, Inc. Reduced Holdings in Q3 2025

Investment Research & Advisory Group, Inc.

  • $292 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
-19.6K
- 93.88%
$84.93 - $101.07 $1.67M - $1.98M
1.28K $117K
ADM
Archer Daniels Midland CO

Consumer Defensive
-7.72K
- 22.59%
$53.54 - $64.21 $413K - $496K
26.4K $1.58M
VB
Vanguard Small Cap ETF

ETFs
-1.58K
- 13.18%
$237.58 - $259.17 $376K - $411K
10.4K $2.65M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.04K
- 49.93%
$195.41 - $212.37 $203K - $221K
1.04K $217K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.88K
- 11.11%
$72.57 - $74.72 $137K - $141K
15.1K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-148
- 11.34%
$620.67 - $670.08 $91.9K - $99.2K
1.16K $774K
BNDX
Vanguard Total International B

ETFs
-379
- 16.84%
$49.0 - $49.51 $18.6K - $18.8K
1.87K $92K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-61
- 4.93%
$136.48 - $142.97 $8.33K - $8.72K
1.18K $164K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 66.67%
$237.77 - $353.61 $2.38K - $3.54K
5 $1K
FFIN
First Financial Bankshares Inc

Financial Services
-22
- 3.06%
$33.62 - $37.98 $740 - $836
697 $23K
Ge Vernova Inc
-133
- 5.42%
N/A
2.32K $0
AER
Aer Cap Holdings N.V.

Industrials
-5
- 71.43%
$107.25 - $124.42 $536 - $622
2 $0
MMM
3 M CO

Industrials
-1
- 7.69%
$144.41 - $160.2 $144 - $160
12 $1K
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 6.67%
$226.02 - $259.01 $226 - $259
14 $3K
AXP
American Express CO

Financial Services
-3
- 1.81%
$294.27 - $342.31 $883 - $1.03K
163 $54K
WMT
Walmart Inc.

Consumer Defensive
-23
- 1.65%
$94.4 - $104.27 $2.17K - $2.4K
1.37K $140K
TFC
Truist Financial Corp

Financial Services
-16
- 0.97%
$42.83 - $47.07 $685 - $753
1.63K $74K
RTX
Raytheon Technologies Corp

Industrials
-26
- 4.82%
$144.19 - $167.33 $3.75K - $4.35K
513 $85K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-47
- 1.61%
$50.79 - $54.95 $2.39K - $2.58K
2.87K $157K
ANET
Arista Networks, Inc.

Technology
-133
- 12.81%
$98.91 - $153.04 $13.2K - $20.4K
905 $131K
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 3.56%
$357.4 - $423.42 $30.4K - $36K
2.31K $933K
IVW
Ishares S&P 500 Growth ETF

ETFs
-83
- 1.16%
$108.97 - $121.65 $9.04K - $10.1K
7.06K $852K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-67
- 0.88%
$459.11 - $506.91 $30.8K - $34K
7.56K $3.8M
GOOG
Alphabet Inc.

Communication Services
-154
- 3.97%
$175.16 - $255.24 $27K - $39.3K
3.73K $908K
GE
General Electric CO

Industrials
-19
- 0.12%
$244.75 - $305.63 $4.65K - $5.81K
16K $4.8M
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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