Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2025) About Investment Research & Advisory Group, Inc.Investment ActivityInvestment Research & Advisory Group, Inc. has $239.39 million in total holdings as of March 31, 2025.Investment Research & Advisory Group, Inc. owns shares of 250 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.11% of the portfolio was purchased this quarter.About 31.92% of the portfolio was sold this quarter.This quarter, Investment Research & Advisory Group, Inc. has purchased 210 new stocks and bought additional shares in 79 stocks.Investment Research & Advisory Group, Inc. sold shares of 19 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $47,897,067Apple $17,971,906Microsoft $9,161,141Amazon.com $7,780,302NVIDIA $7,510,193 Largest New Holdings this Quarter 921910840 - Vanguard Mega Cap Value ETF $335,371 Holding46138J825 - Invesco BulletShares 2025 Corporate Bond ETF $120,688 Holding46138J791 - Invesco BulletShares 2026 Corporate Bond ETF $105,991 Holding75513E101 - RTX $59,739 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $52,920 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,336 shares (about $1.20M)Veeva Systems 1,730 shares (about $400.72K)Johnson & Johnson 2,339 shares (about $387.89K)Vanguard Mega Cap Value ETF 2,603 shares (about $335.37K)Otis Worldwide 2,998 shares (about $309.39K) Largest Sales this Quarter NVIDIA 633,060 shares (about $68.61M)iShares Core S&P Mid-Cap ETF 110,231 shares (about $6.43M)Apple 1,422 shares (about $315.87K)Choice Hotels International 2,208 shares (about $293.18K)American Express 850 shares (about $228.71K) 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$47,897,067$1,200,497 ▲2.6%93,20120.0%ETFAAPLApple$17,971,906$315,869 ▼-1.7%80,9077.5%Computer and TechnologyMSFTMicrosoft$9,161,141$44,672 ▲0.5%24,4043.8%Computer and TechnologyAMZNAmazon.com$7,780,302$105,594 ▼-1.3%40,8933.3%Retail/WholesaleNVDANVIDIA$7,510,193$68,611,051 ▼-90.1%69,2953.1%Computer and TechnologyMAMastercard$7,362,794$24,665 ▼-0.3%13,4333.1%Business ServicesVVisa$6,891,530$8,411 ▼-0.1%19,6642.9%Business ServicesGOOGLAlphabet$6,588,526$29,536 ▲0.5%42,6062.8%Computer and TechnologyJPMJPMorgan Chase & Co.$6,245,619$28,700 ▲0.5%25,4612.6%FinanceMETAMeta Platforms$5,809,721$59,942 ▼-1.0%10,0802.4%Computer and TechnologyLLYEli Lilly and Company$5,531,135$172,616 ▲3.2%6,6972.3%MedicalSCHWCharles Schwab$5,102,461$97,929 ▲2.0%65,1822.1%FinanceBLKBlackRock$5,083,546$59,628 ▲1.2%5,3712.1%FinanceFIFiserv$4,429,850$22,525 ▲0.5%20,0601.9%Business ServicesCOSTCostco Wholesale$4,341,326$126,740 ▲3.0%4,5901.8%Retail/WholesaleCBChubb$4,261,095$183,913 ▲4.5%14,1101.8%FinanceUBERUber Technologies$4,199,505$20,255 ▲0.5%57,6381.8%Computer and TechnologyCRMSalesforce$4,044,731$8,856 ▲0.2%15,0721.7%Computer and TechnologyBRK.BBerkshire Hathaway$3,795,165$44,737 ▲1.2%7,1261.6%FinanceNFLXNetflix$3,598,633$269,501 ▲8.1%3,8591.5%Consumer DiscretionaryBKNGBooking$3,409,150$244,169 ▲7.7%7401.4%Retail/WholesaleUNHUnitedHealth Group$3,369,351$66,518 ▲2.0%6,4331.4%MedicalVEEVVeeva Systems$3,267,141$400,720 ▲14.0%14,1051.4%MedicalPMPhilip Morris International$3,240,699$192,702 ▲6.3%20,4161.4%Consumer StaplesASMLASML$3,174,660$64,275 ▲2.1%4,7911.3%Computer and TechnologyIQVIQVIA$3,169,345$75,809 ▲2.5%17,9771.3%MedicalSBUXStarbucks$3,097,058$234,923 ▲8.2%31,5741.3%Retail/WholesaleGEGE Aerospace$3,036,287$87,666 ▲3.0%15,1701.3%IndustrialsJNJJohnson & Johnson$2,901,139$387,891 ▲15.4%17,4941.2%MedicalGDGeneral Dynamics$2,803,514$164,095 ▲6.2%10,2851.2%AerospaceVBVanguard Small-Cap ETF$2,681,752$55,657 ▲2.1%12,0941.1%ETFLMTLockheed Martin$2,443,615$94,260 ▲4.0%5,4701.0%AerospaceKMXCarMax$2,292,095$164,801 ▲7.7%29,4161.0%Retail/WholesaleADBEAdobe$2,134,344$278,443 ▲15.0%5,5650.9%Computer and TechnologyOTISOtis Worldwide$2,050,545$309,388 ▲17.8%19,8700.9%ConstructionPGProcter & Gamble$1,949,323$253,933 ▲15.0%11,4380.8%Consumer StaplesTMOThermo Fisher Scientific$1,821,218$18,909 ▼-1.0%3,6600.8%MedicalADMArcher-Daniels-Midland$1,622,738$9,602 ▼-0.6%33,8000.7%Consumer StaplesSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,591,465$1,119 ▲0.1%2,8450.7%ETFDHRDanaher$1,206,430$112,135 ▲10.2%5,8850.5%MedicalBNDVanguard Total Bond Market ETF$1,176,620$86,673 ▲8.0%16,0190.5%ETFVXUSVanguard Total International Stock ETF$898,348$29,187 ▲3.4%14,4660.4%ETFHDHome Depot$875,409$6,235 ▲0.7%2,3870.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$842,994$6,432,067 ▼-88.4%14,4470.4%ETFIRTIndependence Realty Trust$766,3610.0%36,0980.3%FinanceGE VERNOVA INC$738,778$58,919 ▼-7.4%2,4200.3%COMIVViShares Core S&P 500 ETF$731,032$12,362 ▼-1.7%1,3010.3%ETFIVWiShares S&P 500 Growth ETF$662,3420.0%7,1350.3%ETFPANWPalo Alto Networks$660,206$2,218 ▲0.3%3,8690.3%Computer and TechnologyGOOGAlphabet$605,860$2,031 ▼-0.3%3,8780.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$567,535$12,678 ▲2.3%9,3560.2%ETFCHHChoice Hotels International$559,541$293,181 ▼-34.4%4,2140.2%Consumer DiscretionaryQQQInvesco QQQ$555,201$938 ▲0.2%1,1840.2%FinanceVDEVanguard Energy ETF$514,3000.0%3,9650.2%ETFIVEiShares S&P 500 Value ETF$485,0260.0%2,5450.2%ETFMGVVanguard Mega Cap Value ETF$335,371$335,371 ▲New Holding2,6030.1%ETFFDXFedEx$285,4660.0%1,1710.1%TransportationABBVAbbVie$275,100$25,142 ▲10.1%1,3130.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$268,3400.0%5030.1%ETFSNPSSynopsys$267,2130.0%5,7170.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$265,078$45,920 ▲21.0%3,5040.1%ETFLOWLowe's Companies$264,0160.0%1,1320.1%Retail/WholesaleVTWOVanguard Russell 2000 ETF$253,992$52,266 ▲25.9%3,1490.1%ETFMRKMerck & Co., Inc.$251,148$30,159 ▲13.6%2,7980.1%MedicalKOCoca-Cola$234,556$30,582 ▲15.0%3,2750.1%Consumer StaplesAVGOBroadcom$218,831$66,470 ▲43.6%1,3070.1%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$217,869$4,993 ▼-2.2%8,9880.1%ETFAMTAmerican Tower$214,9890.0%9880.1%FinanceAMGNAmgen$214,658$31,155 ▲17.0%6890.1%MedicalISHARES TOTAL US STOCK MARKET ETF$212,111$488 ▲0.2%1,7380.1%CORE S&P TTL STK ETFAVUVAvantis U.S. Small Cap Value ETF$203,368$70,782 ▲53.4%2,3330.1%ETFMOAltria Group$202,2070.0%3,3690.1%Consumer StaplesBACBank of America$199,3020.0%4,7760.1%FinanceIJRiShares Core S&P Small-Cap ETF$185,7160.0%1,7760.1%ETFSDYSPDR S&P Dividend ETF$171,183$9,359 ▼-5.2%1,2620.1%ETFZETA GLOBAL HLDGS CORP$162,4490.0%11,9800.1%CL AIJTiShares S&P Small-Cap 600 Growth ETF$155,8740.0%1,2520.1%ETFBABoeing$150,9370.0%8850.1%AerospaceSPHYSPDR Portfolio High Yield Bond ETF$133,939$27,870 ▲26.3%5,7190.1%ETFABTAbbott Laboratories$133,711$15,918 ▲13.5%1,0080.1%MedicalIJSiShares S&P Small-Cap 600 Value ETF$126,1390.0%1,2940.1%ETFESGUiShares ESG Aware MSCI USA ETF$123,450$366 ▲0.3%1,0130.1%ManufacturingBSCPInvesco BulletShares 2025 Corporate Bond ETF$120,688$120,688 ▲New Holding5,8360.1%ETFMDLZMondelez International$118,534$9,499 ▲8.7%1,7470.0%Consumer StaplesCRWDCrowdStrike$118,1140.0%3350.0%Computer and TechnologyBNBrookfield$117,9230.0%2,2500.0%FinanceCVXChevron$117,6050.0%7030.0%EnergyGSThe Goldman Sachs Group$116,906$27,314 ▲30.5%2140.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$107,778$19,105 ▲21.5%1,9970.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$105,991$105,991 ▲New Holding5,4410.0%ETFBNDXVanguard Total International Bond ETF$104,624$9,618 ▲10.1%2,1430.0%ETFBMYBristol-Myers Squibb$100,634$45,743 ▲83.3%1,6500.0%MedicalNVONovo Nordisk A/S$94,716$29,443 ▲45.1%1,3640.0%MedicalESGREnstar Group$90,7400.0%2730.0%FinanceQPFFAmerican Century Quality Preferred ETF$88,9810.0%2,5150.0%ETFWFCWells Fargo & Company$87,9430.0%1,2250.0%FinancePNCThe PNC Financial Services Group$85,7760.0%4880.0%FinanceWMTWalmart$85,224$24,926 ▲41.3%9710.0%Retail/WholesaleIBBiShares Biotechnology ETF$82,1120.0%6420.0%FinanceANETArista Networks$80,424$18,750 ▼-18.9%1,0380.0%Computer and TechnologyShowing 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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