Investment Research & Advisory Group, Inc. Portfolio Holdings

Investment Research & Advisory Group, Inc.

$331 Million
Q4 2024

Investment Research & Advisory Group, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $331 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $94.3M, Vanguard Index Fds S&P 500 ETF with a value of $49M, Apple Inc. with a value of $20.6M, Microsoft Corp with a value of $10.2M, and Amazon Com Inc with a value of $9.09M.

Examining the 13F form we can see an increase of $95.4M in the current position value, from $236M to 331M.

Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $331 Million

Technology: $146 Million

ETFs: $67.7 Million

Financial Services: $37.6 Million

Healthcare: $20.5 Million

Consumer Cyclical: $19.7 Million

Communication Services: $18 Million

Consumer Defensive: $10.4 Million

Industrials: $9.68 Million

Other: $1.31 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$49 Million 14.79% of portfolio	90,865	Q4 2024 Added 0.89%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$7.77 Million 2.35% of portfolio	124,678	Q4 2024 Added 906.04%
VB Vanguard Small Cap ETF ETFs	$0	$2.85 Million 0.86% of portfolio	11,843	Q4 2024 Reduced 8.73%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.07 Million 0.32% of portfolio	14,839	Q4 2024 Added 13.54%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$824,000 0.25% of portfolio	13,996	Q4 2024 Reduced 20.23%
IVV Ishares Core S&P 500 ETF ETFs	$0	$778,000 0.23% of portfolio	1,323	Q4 2024 Reduced 1.49%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$724,000 0.22% of portfolio	7,135	Q1 2022 Reduced 0.03%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$604,000 0.18% of portfolio	1,182	Q4 2024 Added 0.08%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$525,000 0.16% of portfolio	9,147	Q2 2024 Reduced 1.17%
IVE Ishares S&P 500 Value ETF ETFs	$0	$485,000 0.15% of portfolio	2,545	Q4 2021 Reduced 39.1%
VDE Vanguard Energy ETF ETFs	$0	$480,000 0.14% of portfolio	3,965	Q2 2020 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$286,000 0.09% of portfolio	503	Q4 2024 Reduced 40.61%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$223,000 0.07% of portfolio	2,501	Q4 2024 New
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$222,000 0.07% of portfolio	9,194	Q3 2024 New
IEFA Ishares Tr ETFs	$0	$203,000 0.06% of portfolio	2,897	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$204,000 0.06% of portfolio	1,776	Q4 2023 Added 3.2%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$169,000 0.05% of portfolio	1,252	Q1 2023 Reduced 11.27%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$175,000 0.05% of portfolio	1,331	Q3 2024 Reduced 89.99%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$130,000 0.04% of portfolio	1,010	Q4 2024 Added 0.3%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$140,000 0.04% of portfolio	1,294	Q4 2020 Added 100.0%
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	$0	$136,000 0.04% of portfolio	2,843	Q4 2024 Reduced 5.52%
AVUV American Centy ETF Tr Avantis ETFs	$0	$146,000 0.04% of portfolio	1,521	Q3 2024 New
IEMG Ishares Inc ETFs	$0	$88,000 0.03% of portfolio	1,643	Q4 2024 New
IBB Ishares Biotechnology ETF ETFs	$0	$84,000 0.03% of portfolio	642	Q4 2019 New
BNDX Vanguard Total International B ETFs	$0	$95,000 0.03% of portfolio	1,946	Q4 2024 Added 55.31%
QPFF American Centy ETF Tr Quality	$0	$90,000 0.03% of portfolio	2,515	Q3 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$106,000 0.03% of portfolio	4,529	Q4 2024 Added 9,964.44%
XLY Select Sector Spdr Consumer Di ETFs	$0	$21,000 0.01% of portfolio	94	Q4 2021 New
XLV Select Sector Spdr Fund Health ETFs	$0	$19,000 0.01% of portfolio	142	Q4 2021 New
XLF Financial Sector Spdr ETFs	$0	$23,000 0.01% of portfolio	492	Q3 2024 Added 3.36%
QQQJ Invesco Exchange Traded Fd Tr ETFs	$0	$37,000 0.01% of portfolio	1,207	Q4 2024 Added 0.08%
MCHI Ishares Msci China ETF ETFs	$0	$20,000 0.01% of portfolio	439	Q3 2024 Reduced 2.23%
XLK Technology Sector Spdr ETFs	$0	$49,000 0.01% of portfolio	212	Q4 2021 New
EPI Wisdomtree Tr India Earnings F ETFs	$0	$9,000 0.0% of portfolio	200	Q1 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$3,000 0.0% of portfolio	26	Q1 2024 Reduced 21.21%
VEA Vanguard Ftse Developed Market ETFs	$0	$9,000 0.0% of portfolio	197	Q4 2024 Added 1.55%
DXJ Wisdomtree Trust Japan Hedged ETFs	$0	$1,000 0.0% of portfolio	10	Q3 2024 Added 100.0%
VO Vanguard Mid Cap ETF ETFs	$0	$3,000 0.0% of portfolio	14	Q2 2024 Reduced 73.58%
VTI Vanguard Total Stock Market Et ETFs	$0	$4,000 0.0% of portfolio	14	Q2 2022 Reduced 99.04%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$10,000 0.0% of portfolio	134	Q4 2024 Reduced 86.48%
MSOS Advisorshares Tr Pure Us Canna ETFs	$0	$1,000 0.0% of portfolio	350	Q4 2024 Added 75.0%
CNYA Ishares Tr Msci China A ETF (D ETFs	$0	$7,000 0.0% of portfolio	258	Q2 2023 New
INDA Ishares Msci India Index Fund ETFs	$0	$1,000 0.0% of portfolio	20	Q3 2024 Reduced 20.0%

Summary

Portfolio
No. of Stocks 212
Current Value $331 Million
Prior Value $236 Million
Filing
Period Q4 2024
Filing Date January 21, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 11 stocks
Additional Purchases 44 stocks
Sold out of 0 stocks
Reduced holdings in 29 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.

Account

Investment Research & Advisory Group, Inc. Portfolio Holdings