Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2025) About Investment Research & Advisory Group, Inc.Investment ActivityInvestment Research & Advisory Group, Inc. has $241.03 million in total holdings as of December 31, 2024.Investment Research & Advisory Group, Inc. owns shares of 212 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Investment Research & Advisory Group, Inc. has purchased 210 new stocks and bought additional shares in 45 stocks.Investment Research & Advisory Group, Inc. sold shares of 28 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $48,959,157Apple $20,616,702Microsoft $10,236,156NVIDIA $9,431,859Amazon.com $9,093,277 Largest New Holdings this Quarter Vanguard Russell 2000 ETF $223,414 HoldingiShares Core MSCI EAFE ETF $203,601 HoldingiShares Core MSCI Emerging Markets ETF $85,797 HoldingBristol-Myers Squibb $50,904 HoldingGUARDIAN PHARMACY SVCS ICLASS A $33,753 Holding Largest Purchases this Quarter NVIDIA 629,973 shares (about $8.46M)iShares Core S&P Mid-Cap ETF 112,285 shares (about $699.63K)Vanguard S&P 500 ETF 802 shares (about $432.13K)Palo Alto Networks 1,928 shares (about $350.82K)Vanguard Russell 2000 ETF 2,501 shares (about $223.41K) Largest Sales this Quarter Microsoft 686 shares (about $289.15K)Apple 1,153 shares (about $288.73K)Vanguard Small-Cap ETF 1,133 shares (about $272.24K)Thermo Fisher Scientific 516 shares (about $268.44K)Vanguard Total International Stock ETF 3,549 shares (about $209.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Research & Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$48,959,157$432,127 ▲0.9%90,86520.3%ETFAAPLApple$20,616,702$288,732 ▼-1.4%82,3298.6%Computer and TechnologyMSFTMicrosoft$10,236,156$289,150 ▼-2.7%24,2854.2%Computer and TechnologyNVDANVIDIA$9,431,859$8,459,848 ▲870.3%702,3553.9%Computer and TechnologyAMZNAmazon.com$9,093,277$133,170 ▼-1.4%41,4483.8%Retail/WholesaleGOOGLAlphabet$8,029,193$5,111 ▼-0.1%42,4153.3%Computer and TechnologyMAMastercard$7,096,866$38,438 ▲0.5%13,4782.9%Business ServicesVVisa$6,222,284$13,906 ▲0.2%19,6882.6%Business ServicesJPMJPMorgan Chase & Co.$6,075,229$23,252 ▼-0.4%25,3442.5%FinanceMETAMeta Platforms$5,962,840$149,305 ▼-2.4%10,1842.5%Computer and TechnologyBLKBlackRock$5,440,984$7,175 ▲0.1%5,3082.3%FinanceCRMSalesforce$5,027,995$43,463 ▼-0.9%15,0392.1%Computer and TechnologyLLYEli Lilly and Company$5,008,740$49,408 ▲1.0%6,4882.1%MedicalSCHWCharles Schwab$4,731,552$29,974 ▼-0.6%63,9312.0%FinanceFIFiserv$4,099,772$18,282 ▲0.4%19,9581.7%Business ServicesCOSTCostco Wholesale$4,083,081$7,330 ▲0.2%4,4561.7%Retail/WholesaleCBChubb$3,730,331$27,077 ▼-0.7%13,5011.5%FinanceUBERUber Technologies$3,459,955$12,124 ▼-0.3%57,3601.4%Computer and TechnologyIQVIQVIA$3,448,161$58,167 ▼-1.7%17,5471.4%MedicalBKNGBooking$3,413,313$14,905 ▲0.4%6871.4%Retail/WholesaleASMLASML$3,253,318$48,516 ▲1.5%4,6941.3%Computer and TechnologyBRK.BBerkshire Hathaway$3,191,998$10,879 ▼-0.3%7,0421.3%FinanceUNHUnitedHealth Group$3,189,968$9,106 ▼-0.3%6,3061.3%MedicalNFLXNetflix$3,182,012$177,373 ▲5.9%3,5701.3%Consumer DiscretionaryVBVanguard Small-Cap ETF$2,845,652$272,239 ▼-8.7%11,8431.2%ETFSBUXStarbucks$2,662,551$24,546 ▲0.9%29,1791.1%Retail/WholesaleVEEVVeeva Systems$2,601,844$2,523 ▲0.1%12,3751.1%MedicalLMTLockheed Martin$2,555,578$54,912 ▲2.2%5,2591.1%AerospaceGDGeneral Dynamics$2,551,387$13,175 ▲0.5%9,6831.1%AerospaceGEGeneral Electric$2,457,155$26,853 ▼-1.1%14,7321.0%TransportationPMPhilip Morris International$2,310,980$62,342 ▲2.8%19,2021.0%Consumer StaplesKMXCarMax$2,232,130$10,056 ▲0.5%27,3010.9%Retail/WholesaleJNJJohnson & Johnson$2,191,736$27,044 ▲1.2%15,1550.9%MedicalADBEAdobe$2,151,807$47,136 ▲2.2%4,8390.9%Computer and TechnologyTMOThermo Fisher Scientific$1,923,811$268,439 ▼-12.2%3,6980.8%MedicalADMArcher-Daniels-Midland$1,717,6800.0%34,0000.7%Consumer StaplesPGProcter & Gamble$1,667,799$62,031 ▲3.9%9,9480.7%Consumer StaplesSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,666,225$97,289 ▼-5.5%2,8430.7%ETFOTISOtis Worldwide$1,562,527$28,895 ▲1.9%16,8720.6%ConstructionDHRDanaher$1,225,341$40,630 ▲3.4%5,3380.5%Multi-Sector ConglomeratesBNDVanguard Total Bond Market ETF$1,067,072$127,281 ▲13.5%14,8390.4%ETFHDHome Depot$921,7630.0%2,3700.4%Retail/WholesaleCHHChoice Hotels International$911,8020.0%6,4220.4%Consumer DiscretionaryGE VERNOVA INC$859,494$51,313 ▼-5.6%2,6130.4%COMVXUSVanguard Total International Stock ETF$824,790$209,144 ▼-20.2%13,9960.3%ETFIVViShares Core S&P 500 ETF$778,824$11,774 ▼-1.5%1,3230.3%ETFIJHiShares Core S&P Mid-Cap ETF$776,852$699,633 ▲906.0%124,6780.3%ETFGOOGAlphabet$741,0020.0%3,8910.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$724,4170.0%7,1350.3%ETFIRTIndependence Realty Trust$716,1840.0%36,0980.3%FinancePANWPalo Alto Networks$701,638$350,819 ▲100.0%3,8560.3%Computer and TechnologyQQQInvesco QQQ$604,274$511 ▲0.1%1,1820.3%FinanceVEUVanguard FTSE All-World ex-US ETF$525,1290.0%9,1470.2%ETFIVEiShares S&P 500 Value ETF$485,7900.0%2,5450.2%ETFVDEVanguard Energy ETF$480,9940.0%3,9650.2%ETFFDXFedEx$329,4370.0%1,1710.1%TransportationSNPSSynopsys$292,8820.0%5,7170.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$286,499$195,936 ▼-40.6%5030.1%ETFLOWLowe's Companies$279,3780.0%1,1320.1%Retail/WholesaleMRKMerck & Co., Inc.$244,9200.0%2,4620.1%MedicalVTWOVanguard Russell 2000 ETF$223,414$223,414 ▲New Holding2,5010.1%ETFISHARES TOTAL US STOCK MARKET ETF$223,015$772 ▲0.3%1,7340.1%CORE S&P TTL STK ETFVRPInvesco Variable Rate Preferred ETF$222,4030.0%9,1940.1%ETFZETA GLOBAL HLDGS CORP CLASS A$215,5200.0%11,9800.1%CL AABBVAbbVie$211,9960.0%1,1930.1%MedicalAVGOBroadcom$210,9740.0%9100.1%Computer and TechnologyBACBank of America$209,9050.0%4,7760.1%FinanceIJRiShares Core S&P Small-Cap ETF$204,6310.0%1,7760.1%ETFIEFAiShares Core MSCI EAFE ETF$203,601$203,601 ▲New Holding2,8970.1%ETFAMTAmerican Tower$181,2090.0%9880.1%FinanceKOCoca-Cola$177,3160.0%2,8480.1%Consumer StaplesMOAltria Group$176,1650.0%3,3690.1%Consumer StaplesSDYSPDR S&P Dividend ETF$175,7810.0%1,3310.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$169,4830.0%1,2520.1%ETFBABoeing$156,6450.0%8850.1%AerospaceAMGNAmgen$153,5170.0%5890.1%MedicalAVUVAvantis U.S. Small Cap Value ETF$146,8220.0%1,5210.1%ETFANETArista Networks$141,478$106,109 ▲300.0%1,2800.1%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$140,5410.0%1,2940.1%ETFESGUiShares ESG Aware MSCI USA ETF$130,098$386 ▲0.3%1,0100.1%ManufacturingBNBrookfield$129,2630.0%2,2500.1%FinanceCRWDCrowdStrike$114,624$97,516 ▲570.0%3350.0%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$106,296$105,240 ▲9,964.4%4,5290.0%ETFCVXChevron$101,8230.0%7030.0%Oils/EnergyABTAbbott Laboratories$100,4420.0%8880.0%MedicalMDLZMondelez International$95,9860.0%1,6070.0%Consumer StaplesBNDXVanguard Total International Bond ETF$95,451$33,992 ▲55.3%1,9460.0%ETFPNCThe PNC Financial Services Group$94,1110.0%4880.0%FinanceGSThe Goldman Sachs Group$93,910$14,316 ▲18.0%1640.0%FinanceQPFFAmerican Century Quality Preferred ETF$90,4610.0%2,5150.0%ETFESGREnstar Group$87,9200.0%2730.0%FinanceWFCWells Fargo & Company$86,0440.0%1,2250.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$85,797$85,797 ▲New Holding1,6430.0%ETFIBBiShares Biotechnology ETF$84,8790.0%6420.0%FinanceNVONovo Nordisk A/S$80,8590.0%9400.0%MedicalCCitigroup$77,9920.0%1,1080.0%FinanceREDDIT INC CLASS A$70,2790.0%4300.0%CL ADUKDuke Energy$67,417$646 ▲1.0%6260.0%UtilitiesWMTWalmart$62,0500.0%6870.0%Retail/WholesalePSXPhillips 66$56,9650.0%5000.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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