Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2025) About Investment Research & Advisory Group, Inc.Investment ActivityInvestment Research & Advisory Group, Inc. has $268.41 million in total holdings as of June 30, 2025.Investment Research & Advisory Group, Inc. owns shares of 246 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.21% of the portfolio was purchased this quarter.About 4.21% of the portfolio was sold this quarter.This quarter, Investment Research & Advisory Group, Inc. has purchased 250 new stocks and bought additional shares in 78 stocks.Investment Research & Advisory Group, Inc. sold shares of 43 stocks and completely divested from 31 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $62,544,575Apple $15,466,229NVIDIA $10,853,915Microsoft $10,418,396Amazon.com $8,919,959 Largest New Holdings this Quarter 922908611 - Vanguard Small-Cap Value ETF $406,206 Holding21037T109 - Constellation Energy $90,373 Holding92189F676 - VanEck Semiconductor ETF $84,926 Holding842587107 - Southern $46,282 Holding30231G102 - Exxon Mobil $41,719 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 16,906 shares (about $9.60M)Boeing 11,218 shares (about $2.35M)Vanguard Russell 2000 ETF 17,143 shares (about $1.50M)iShares Core MSCI EAFE ETF 12,020 shares (about $1.00M)iShares Core MSCI Emerging Markets ETF 9,556 shares (about $573.65K) Largest Sales this Quarter UnitedHealth Group 6,418 shares (about $2.00M)Microsoft 3,459 shares (about $1.72M)Apple 5,525 shares (about $1.13M)ASML 1,274 shares (about $1.02M)Invesco QQQ 1,016 shares (about $560.47K) 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$62,544,575$9,603,191 ▲18.1%110,10723.3%ETFAAPLApple$15,466,229$1,133,572 ▼-6.8%75,3825.8%Computer and TechnologyNVDANVIDIA$10,853,915$94,004 ▼-0.9%68,7004.0%Computer and TechnologyMSFTMicrosoft$10,418,396$1,720,565 ▼-14.2%20,9453.9%Computer and TechnologyAMZNAmazon.com$8,919,959$51,557 ▼-0.6%40,6583.3%Retail/WholesaleMAMastercard$7,584,926$35,966 ▲0.5%13,4972.8%Business ServicesGOOGLAlphabet$7,531,630$23,262 ▲0.3%42,7382.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,424,106$42,617 ▲0.6%25,6082.8%FinanceMETAMeta Platforms$7,140,815$299,687 ▼-4.0%9,6742.7%Computer and TechnologyVVisa$6,820,218$161,549 ▼-2.3%19,2092.5%Business ServicesSCHWCharles Schwab$6,028,957$81,751 ▲1.4%66,0782.2%FinanceLLYEli Lilly and Company$5,541,387$320,415 ▲6.1%7,1082.1%MedicalBLKBlackRock$5,513,154$122,771 ▼-2.2%5,2542.1%FinanceUBERUber Technologies$5,467,753$90,128 ▲1.7%58,6042.0%Computer and TechnologyNFLXNetflix$5,156,990$10,713 ▼-0.2%3,8511.9%Consumer DiscretionaryCOSTCostco Wholesale$4,611,887$67,327 ▲1.5%4,6581.7%Retail/WholesaleBKNGBooking$4,273,472$11,581 ▼-0.3%7381.6%Retail/WholesaleCRMSalesforce$4,161,279$51,266 ▲1.2%15,2601.6%Computer and TechnologyGEGE Aerospace$4,113,394$208,746 ▲5.3%15,9811.5%AerospaceVEEVVeeva Systems$4,078,661$16,703 ▲0.4%14,1631.5%MedicalCBChubb$3,973,281$114,731 ▼-2.8%13,7141.5%FinanceBRK.BBerkshire Hathaway$3,704,482$242,885 ▲7.0%7,6261.4%FinancePMPhilip Morris International$3,651,752$66,660 ▼-1.8%20,0501.4%Consumer StaplesFIFiserv$3,376,133$82,412 ▼-2.4%19,5821.3%Business ServicesJNJJohnson & Johnson$3,187,362$515,086 ▲19.3%20,8661.2%MedicalGDGeneral Dynamics$3,097,873$98,003 ▲3.3%10,6211.2%AerospaceSBUXStarbucks$2,864,334$28,864 ▼-1.0%31,2591.1%Retail/WholesaleVBVanguard Small-Cap ETF$2,847,964$18,249 ▼-0.6%12,0171.1%ETFASMLASML$2,818,489$1,020,971 ▼-26.6%3,5171.1%Computer and TechnologyIQVIQVIA$2,710,863$122,132 ▼-4.3%17,2021.0%MedicalLMTLockheed Martin$2,677,731$144,054 ▲5.7%5,7811.0%AerospaceBABoeing$2,535,942$2,350,508 ▲1,267.6%12,1030.9%AerospaceOTISOtis Worldwide$2,071,350$103,775 ▲5.3%20,9180.8%IndustrialsPGProcter & Gamble$1,898,916$76,479 ▲4.2%11,9180.7%Consumer StaplesSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,804,122$46,339 ▲2.6%2,9200.7%ETFADMArcher Daniels Midland$1,802,663$18,684 ▲1.0%34,1540.7%Consumer StaplesVTWOVanguard Russell 2000 ETF$1,769,873$1,495,216 ▲544.4%20,2920.7%ETFKMXCarMax$1,755,928$221,121 ▼-11.2%26,1260.7%Retail/WholesaleADBEAdobe$1,599,362$553,625 ▼-25.7%4,1340.6%Computer and TechnologyGE VERNOVA INC$1,298,091$17,463 ▲1.4%2,4530.5%COMIEFAiShares Core MSCI EAFE ETF$1,296,007$1,003,479 ▲343.0%15,5240.5%ETFBNDVanguard Total Bond Market ETF$1,247,000$67,519 ▲5.7%16,9360.5%ETFTMOThermo Fisher Scientific$1,120,296$363,701 ▼-24.5%2,7630.4%MedicalVXUSVanguard Total International Stock ETF$978,258$21,211 ▼-2.1%14,1590.4%ETFDHRDanaher$931,622$230,930 ▼-19.9%4,7160.3%MedicalIJHiShares Core S&P Mid-Cap ETF$897,565$1,551 ▲0.2%14,4720.3%ETFHDHome Depot$876,352$1,100 ▲0.1%2,3900.3%Retail/WholesaleIVViShares Core S&P 500 ETF$810,309$2,484 ▲0.3%1,3050.3%ETFIVWiShares S&P 500 Growth ETF$786,448$881 ▲0.1%7,1430.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$693,529$573,649 ▲478.5%11,5530.3%ETFGOOGAlphabet$688,733$887 ▲0.1%3,8830.3%Computer and TechnologyIRTIndependence Realty Trust$638,5740.0%36,0980.2%FinanceVEUVanguard FTSE All-World ex-US ETF$624,098$4,840 ▼-0.8%9,2840.2%ETFCHHChoice Hotels International$534,6780.0%4,2140.2%Consumer DiscretionaryMRKMerck & Co., Inc.$515,575$294,083 ▲132.8%6,5130.2%MedicalIVEiShares S&P 500 Value ETF$499,456$1,955 ▲0.4%2,5550.2%ETFPANWPalo Alto Networks$492,159$299,593 ▼-37.8%2,4050.2%Computer and TechnologyVDEVanguard Energy ETF$476,002$3,574 ▲0.8%3,9950.2%ETFVBRVanguard Small-Cap Value ETF$406,206$406,206 ▲New Holding2,0830.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$397,896$261,781 ▲192.3%16,7180.1%ETFAVGOBroadcom$354,145$6,344 ▼-1.8%1,2840.1%Computer and TechnologyMGVVanguard Mega Cap Value ETF$341,5140.0%2,6030.1%ETFSNPSSynopsys$295,8550.0%5,7170.1%Computer and TechnologyKOCocaCola$287,811$56,105 ▲24.2%4,0680.1%Consumer StaplesFDXFedEx$266,1800.0%1,1710.1%TransportationLOWLowe's Companies$251,1570.0%1,1320.1%Retail/WholesaleISHARES TOTAL US STOCK MARKET ETF IV$235,413$675 ▲0.3%1,7430.1%CORE S&P TTL STK ETFBACBank of America$226,674$663 ▲0.3%4,7900.1%FinanceVRPInvesco Variable Rate Preferred ETF$220,738$978 ▲0.4%9,0280.1%ETFAVUVAvantis U.S. Small Cap Value ETF$212,5820.0%2,3330.1%ETFIJRiShares Core S&P Small-Cap ETF$194,300$109 ▲0.1%1,7770.1%ETFMCDMcDonald's$175,262$133,129 ▲316.0%5990.1%Retail/WholesaleCRWDCrowdStrike$174,184$3,565 ▲2.1%3420.1%Computer and TechnologySDYSPDR S&P Dividend ETF$167,919$3,394 ▼-2.0%1,2370.1%ETFABBVAbbVie$163,160$80,559 ▼-33.1%8790.1%MedicalGSThe Goldman Sachs Group$152,1210.0%2140.1%FinanceBNBrookfield$139,1630.0%2,2500.1%FinanceESGUiShares ESG Aware MSCI USA ETF$137,348$271 ▲0.2%1,0150.1%ManufacturingWMTWalmart$136,087$41,090 ▲43.3%1,3910.1%Retail/WholesaleAMGNAmgen$134,431$58,132 ▼-30.2%4810.1%MedicalMOAltria Group$127,344$70,180 ▼-35.5%2,1720.0%Consumer StaplesBNDXVanguard Total International Bond ETF$111,459$5,348 ▲5.0%2,2510.0%ETFAMTAmerican Tower$110,510$107,858 ▼-49.4%5000.0%FinanceANETArista Networks$106,1980.0%1,0380.0%Computer and TechnologyWFCWells Fargo & Company$98,1470.0%1,2250.0%FinanceTAT&T$96,891$79,527 ▲458.0%3,3480.0%Computer and TechnologyDISWalt Disney$94,620$46,380 ▲96.1%7630.0%Consumer DiscretionaryCCitigroup$94,3130.0%1,1080.0%Financial ServicesQQQInvesco QQQ$92,676$560,469 ▼-85.8%1680.0%FinanceESGREnstar Group$91,8260.0%2730.0%FinanceCEGConstellation Energy$90,373$90,373 ▲New Holding2800.0%EnergyQPFFAmerican Century Quality Preferred ETF$88,9160.0%2,5150.0%ETFSMHVanEck Semiconductor ETF$84,926$84,926 ▲New Holding3040.0%ManufacturingTSLATesla$83,227$75,285 ▲948.0%2620.0%Auto/Tires/TrucksRTXRTX$78,705$12,850 ▲19.5%5390.0%AerospaceNVONovo Nordisk A/S$76,957$17,186 ▼-18.3%1,1150.0%MedicalBMYBristol Myers Squibb$76,3790.0%1,6500.0%MedicalDUKDuke Energy$74,692$591 ▲0.8%6320.0%UtilitiesTFCTruist Financial$70,648$9,288 ▲15.1%1,6430.0%FinanceORCLOracle$70,6170.0%3230.0%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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