Investment Research & Advisory Group, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $236 Million distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47.5M, Apple Inc. with a value of $19.4M, Microsoft Corp with a value of $10.7M, Nvidia Corp with a value of $8.79M, and Amazon Com Inc with a value of $7.84M.

Examining the 13F form we can see an increase of $9.4M in the current position value, from $226M to 236M.

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

Portfolio value $236 Million
Technology: $60.9 Million
ETFs: $59.4 Million
Financial Services: $34.6 Million
Healthcare: $23.7 Million
Consumer Cyclical: $18 Million
Communication Services: $16.2 Million
Industrials: $11 Million
Consumer Defensive: $10.5 Million
Other: $1.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $236 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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