Investment Research & Advisory Group, Inc. Portfolio Holdings by Sector

Investment Research & Advisory Group, Inc.

$237 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VB BND VXUS IJH IVV IVW VEU 52 stocks	$60,537 25.57% of portfolio	27	5	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17,971 7.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS ADBE PANW CRWD ORCL SQ PLTR 8 stocks	$14,575 6.16% of portfolio	4	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP PYPL SOFI 5 stocks	$14,305 6.04% of portfolio	1	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG MTCH SPOT 5 stocks	$13,006 5.49% of portfolio	2	2	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK AMGN BMY GILD PFE 9 stocks	$9,326 3.94% of portfolio	9	-	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM ZETA WDAY NOW ADSK SHOP TEAM 9 stocks	$8,545 3.61% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI SE RVLV 4 stocks	$7,814 3.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO CRUS ADI INTC TSM AMD WOLF 8 stocks	$7,768 3.28% of portfolio	3	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C NU 5 stocks	$6,613 2.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV TMO DHR IDXX 4 stocks	$6,207 2.62% of portfolio	2	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT BA RTX NOC 5 stocks	$5,463 2.31% of portfolio	3	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$5,220 2.2% of portfolio	3	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE OTIS EMR ETN GNRC 5 stocks	$5,115 2.16% of portfolio	5	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK STT BGR BBUC NUV 5 stocks	$5,096 2.15% of portfolio	2	1	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$4,426 1.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$4,261 1.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B ESGR 2 stocks	$3,885 1.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS WBD 3 stocks	$3,637 1.54% of portfolio	3	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$3,442 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$3,415 1.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3,369 1.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$3,267 1.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$3,174 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD CMG WING DRI 5 stocks	$3,164 1.34% of portfolio	3	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV ACN IT FIS XRX 5 stocks	$2,563 1.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$2,292 0.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,949 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$1,622 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1,138 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$766 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical CHH IHG 2 stocks	$560 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$295 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$247 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$214 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC FFIN 3 stocks	$168 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT DXCM 3 stocks	$157 0.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX SHEL 2 stocks	$129 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$121 0.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO PLX 2 stocks	$95 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$80 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK NEE PEG 3 stocks	$80 0.03% of portfolio	3	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD DD 2 stocks	$67 0.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical MUSA ORLY BBY 3 stocks	$54 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY COP 2 stocks	$46 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$41 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services GL PRU 2 stocks	$40 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$39 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$35 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$34 0.01% of portfolio	3	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI 2 stocks	$31 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$31 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR JCI 2 stocks	$31 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$30 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HRL KHC 2 stocks	$25 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$23 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM TSLA 2 stocks	$18 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS CGC VTRS 3 stocks	$17 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH 1 stocks	$17 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$12 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$11 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$8 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU BIRD 2 stocks	$7 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$6 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$5 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$5 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$5 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$4 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$3 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$3 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$3 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$2 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$2 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate MFA 1 stocks	$1 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PTON 1 stocks	$1 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM BBU 2 stocks	$1 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$0 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

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Investment Research & Advisory Group, Inc. Portfolio Holdings by Sector

Investment Research & Advisory Group, Inc.

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