Investment Research & Advisory Group, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $226 Million distributed in 209 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 $46.1M, Apple Inc. with a value of $17.8M, Microsoft Corp with a value of $11.2M, Nvidia Corp with a value of $8.97M, and Amazon Com Inc with a value of $8.07M.

Examining the 13F form we can see an increase of $8.67M in the current position value, from $218M to 226M.

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

Portfolio value $226 Million
Technology: $60.3 Million
ETFs: $58.4 Million
Financial Services: $32.1 Million
Healthcare: $21.5 Million
Communication Services: $19.1 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $9.92 Million
Industrials: $9.7 Million
Other: $1.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $226 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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