Investment Research & Advisory Group, Inc. Reduced Holdings in Q4 2024

Investment Research & Advisory Group, Inc.

  • $331 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-201
- 0.35%
$59.93 - $86.34 $12K - $17.4K
57.4K $3.46M
IQV
Iqvia Holdings Inc.

Healthcare
-296
- 1.66%
$190.97 - $236.63 $56.5K - $70K
17.5K $3.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-516
- 12.24%
$501.29 - $612.85 $259K - $316K
3.7K $1.92M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 0.28%
$485.52 - $625.25 $8.74K - $11.3K
6.31K $3.19M
MSFT
Microsoft Corp

Technology
-686
- 2.75%
$406.35 - $454.46 $279K - $312K
24.3K $10.2M
GE
General Electric CO

Industrials
-161
- 1.08%
$159.95 - $194.23 $25.8K - $31.3K
14.7K $2.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.55K
- 20.23%
$58.88 - $64.8 $209K - $230K
14K $824K
VB
Vanguard Small Cap ETF

ETFs
-1.13K
- 8.73%
$233.76 - $261.58 $265K - $296K
11.8K $2.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-344
- 40.61%
$563.99 - $620.12 $194K - $213K
503 $286K
CB
Chubb LTD

Financial Services
-98
- 0.72%
$271.57 - $301.89 $26.6K - $29.6K
13.5K $3.73M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.48K
- 80.09%
$47.29 - $84.74 $70K - $125K
368 $27K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24
- 0.34%
$442.29 - $483.08 $10.6K - $11.6K
7.04K $3.19M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-1.87K
- 55.47%
$8.51 - $9.15 $15.9K - $17.1K
1.5K $12K
NKE
Nike, Inc.

Consumer Cyclical
-109
- 14.27%
$73.36 - $89.13 $8K - $9.72K
655 $49K
DIS
Walt Disney CO

Communication Services
-142
- 28.74%
$92.39 - $117.6 $13.1K - $16.7K
352 $39K
DKNG
Draft Kings Inc.

Consumer Cyclical
-159
- 45.82%
$35.32 - $44.84 $5.62K - $7.13K
188 $6K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-276
- 98.22%
$23.44 - $38.8 $6.47K - $10.7K
5 $0
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-166
- 5.52%
$46.53 - $49.91 $7.72K - $8.29K
2.84K $136K
AZN
Astrazeneca PLC

Healthcare
-1
- 25.0%
$63.2 - $79.58 $63.2 - $79.6
3 $0
Ge Vernova Inc
-156
- 5.63%
N/A
2.61K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.49%
$570.51 - $610.59 $11.4K - $12.2K
1.32K $778K
META
Meta Platforms, Inc.

Communication Services
-255
- 2.44%
$554.08 - $632.68 $141K - $161K
10.2K $6.01M
SCHW
Schwab Charles Corp

Financial Services
-405
- 0.63%
$63.31 - $82.85 $25.6K - $33.6K
63.9K $4.73M
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 0.38%
$205.18 - $250.29 $19.9K - $24.3K
25.3K $6.08M
CRM
Salesforce, Inc.

Technology
-130
- 0.86%
$270.87 - $367.87 $35.2K - $47.8K
15K $5.03M
GOOGL
Alphabet Inc.

Communication Services
-27
- 0.06%
$161.86 - $196.66 $4.37K - $5.31K
42.4K $8.03M
AAPL
Apple Inc.

Technology
-1.15K
- 1.38%
$221.69 - $259.02 $256K - $299K
82.3K $20.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-607
- 1.44%
$180.88 - $232.93 $110K - $141K
41.4K $9.09M
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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