Investment Research & Advisory Group, Inc. Portfolio Holdings by Sector
Investment Research & Advisory Group, Inc.
- $266 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VB VTWO IEFA BND VXUS IJH IVV 47 stocks |
$78,227
29.38% of portfolio
|
28
|
6
|
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT SNPS ADBE PANW CRWD ORCL SQ 7 stocks |
$15,688
5.89% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,466
5.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG MTCH SPOT 5 stocks |
$15,364
5.77% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP PYPL SOFI 5 stocks |
$14,471
5.43% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO CRUS INTC AMD TSM WOLF 7 stocks |
$11,249
4.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM ZETA NOW SHOP ADSK TEAM SOUN 8 stocks |
$9,803
3.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV AMGN BMY GILD PFE 9 stocks |
$9,682
3.64% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE RVLV 4 stocks |
$8,963
3.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT BA RTX NOC 5 stocks |
$8,394
3.15% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C NU 5 stocks |
$7,862
2.95% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE OTIS DOV EMR GNRC 5 stocks |
$6,247
2.35% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS 3 stocks |
$6,181
2.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BLK STT BGR BBUC NUV 5 stocks |
$5,528
2.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$5,256
1.97% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$4,775
1.79% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO DHR IDXX 4 stocks |
$4,775
1.79% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$4,279
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$4,078
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$3,973
1.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B ESGR 2 stocks |
$3,795
1.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3,778
1.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD WING CMG 4 stocks |
$3,064
1.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$2,818
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN IT 3 stocks |
$2,496
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$1,923
0.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,802
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$1,755
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,127
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
IRT 1 stocks |
$638
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
CHH IHG 2 stocks |
$536
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$329
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$276
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO EXC FE 4 stocks |
$184
0.07% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ TMUS LUMN 5 stocks |
$119
0.04% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$110
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET 1 stocks |
$106
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$106
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$96
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC FFIN 2 stocks |
$95
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$90
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO PLX 2 stocks |
$77
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT DXCM 3 stocks |
$62
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD DD 2 stocks |
$58
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
MUSA ORLY 2 stocks |
$45
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
PFGC 1 stocks |
$43
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY COP 2 stocks |
$41
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR FBHS 2 stocks |
$39
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$38
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL PRU 2 stocks |
$37
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
AA 1 stocks |
$30
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$28
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$28
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$27
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC 2 stocks |
$27
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$26
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$25
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH 1 stocks |
$18
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS CGC 3 stocks |
$17
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB 2 stocks |
$15
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$12
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX WAB 2 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$5
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$4
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM BBU 2 stocks |
$1
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PTON 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ONL 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
SEDG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|