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Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Investment Research & Advisory Group, Inc.

Investment Activity

  • Investment 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

Apple
$20,616,702
Microsoft
$10,236,156
NVIDIA
$9,431,859
Amazon.com
$9,093,277

Largest New Holdings this Quarter

Vanguard Russell 2000 ETF
$223,414 Holding
Bristol-Myers Squibb
$50,904 Holding
GUARDIAN 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 Time

Map of 500 Largest Holdings ofInvestment Research & Advisory Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$48,959,157$432,127 0.9%90,86520.3%ETF
Apple Inc. stock logo
AAPL
Apple
$20,616,702$288,732 -1.4%82,3298.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$10,236,156$289,150 -2.7%24,2854.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$9,431,859$8,459,848 870.3%702,3553.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,093,277$133,170 -1.4%41,4483.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,029,193$5,111 -0.1%42,4153.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$7,096,866$38,438 0.5%13,4782.9%Business Services
Visa Inc. stock logo
V
Visa
$6,222,284$13,906 0.2%19,6882.6%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,075,229$23,252 -0.4%25,3442.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,962,840$149,305 -2.4%10,1842.5%Computer and Technology
BlackRock, Inc. stock logo
BLK
BlackRock
$5,440,984$7,175 0.1%5,3082.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$5,027,995$43,463 -0.9%15,0392.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,008,740$49,408 1.0%6,4882.1%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$4,731,552$29,974 -0.6%63,9312.0%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$4,099,772$18,282 0.4%19,9581.7%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,083,081$7,330 0.2%4,4561.7%Retail/Wholesale
Chubb Limited stock logo
CB
Chubb
$3,730,331$27,077 -0.7%13,5011.5%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,459,955$12,124 -0.3%57,3601.4%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$3,448,161$58,167 -1.7%17,5471.4%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$3,413,313$14,905 0.4%6871.4%Retail/Wholesale
ASML Holding stock logo
ASML
ASML
$3,253,318$48,516 1.5%4,6941.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,191,998$10,879 -0.3%7,0421.3%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,189,968$9,106 -0.3%6,3061.3%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$3,182,012$177,373 5.9%3,5701.3%Consumer Discretionary
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,845,652$272,239 -8.7%11,8431.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$2,662,551$24,546 0.9%29,1791.1%Retail/Wholesale
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,601,844$2,523 0.1%12,3751.1%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,555,578$54,912 2.2%5,2591.1%Aerospace
General Dynamics Co. stock logo
GD
General Dynamics
$2,551,387$13,175 0.5%9,6831.1%Aerospace
General Electric stock logo
GE
General Electric
$2,457,155$26,853 -1.1%14,7321.0%Transportation
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,310,980$62,342 2.8%19,2021.0%Consumer Staples
CarMax, Inc. stock logo
KMX
CarMax
$2,232,130$10,056 0.5%27,3010.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,191,736$27,044 1.2%15,1550.9%Medical
Adobe Inc. stock logo
ADBE
Adobe
$2,151,807$47,136 2.2%4,8390.9%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,923,811$268,439 -12.2%3,6980.8%Medical
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$1,717,6800.0%34,0000.7%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,667,799$62,031 3.9%9,9480.7%Consumer Staples
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,666,225$97,289 -5.5%2,8430.7%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$1,562,527$28,895 1.9%16,8720.6%Construction
Danaher Co. stock logo
DHR
Danaher
$1,225,341$40,630 3.4%5,3380.5%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,067,072$127,281 13.5%14,8390.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$921,7630.0%2,3700.4%Retail/Wholesale
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$911,8020.0%6,4220.4%Consumer Discretionary
GE VERNOVA INC
$859,494$51,313 -5.6%2,6130.4%COM
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$824,790$209,144 -20.2%13,9960.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$778,824$11,774 -1.5%1,3230.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$776,852$699,633 906.0%124,6780.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$741,0020.0%3,8910.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$724,4170.0%7,1350.3%ETF
Independence Realty Trust, Inc. stock logo
IRT
Independence Realty Trust
$716,1840.0%36,0980.3%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$701,638$350,819 100.0%3,8560.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$604,274$511 0.1%1,1820.3%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$525,1290.0%9,1470.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$485,7900.0%2,5450.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$480,9940.0%3,9650.2%ETF
FedEx Co. stock logo
FDX
FedEx
$329,4370.0%1,1710.1%Transportation
Synopsys, Inc. stock logo
SNPS
Synopsys
$292,8820.0%5,7170.1%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$286,499$195,936 -40.6%5030.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$279,3780.0%1,1320.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$244,9200.0%2,4620.1%Medical
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$223,414$223,414 New Holding2,5010.1%ETF
ISHARES TOTAL US STOCK MARKET ETF
$223,015$772 0.3%1,7340.1%CORE S&P TTL STK ETF
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$222,4030.0%9,1940.1%ETF
ZETA GLOBAL HLDGS CORP CLASS A
$215,5200.0%11,9800.1%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$211,9960.0%1,1930.1%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$210,9740.0%9100.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$209,9050.0%4,7760.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$204,6310.0%1,7760.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$203,601$203,601 New Holding2,8970.1%ETF
American Tower Co. stock logo
AMT
American Tower
$181,2090.0%9880.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$177,3160.0%2,8480.1%Consumer Staples
Altria Group, Inc. stock logo
MO
Altria Group
$176,1650.0%3,3690.1%Consumer Staples
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$175,7810.0%1,3310.1%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$169,4830.0%1,2520.1%ETF
The Boeing Company stock logo
BA
Boeing
$156,6450.0%8850.1%Aerospace
Amgen Inc. stock logo
AMGN
Amgen
$153,5170.0%5890.1%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$146,8220.0%1,5210.1%ETF
Arista Networks, Inc. stock logo
ANET
Arista Networks
$141,478$106,109 300.0%1,2800.1%Computer and Technology
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$140,5410.0%1,2940.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$130,098$386 0.3%1,0100.1%Manufacturing
Brookfield Co. stock logo
BN
Brookfield
$129,2630.0%2,2500.1%Finance
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$114,624$97,516 570.0%3350.0%Computer and Technology
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$106,296$105,240 9,964.4%4,5290.0%ETF
Chevron Co. stock logo
CVX
Chevron
$101,8230.0%7030.0%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$100,4420.0%8880.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$95,9860.0%1,6070.0%Consumer Staples
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$95,451$33,992 55.3%1,9460.0%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$94,1110.0%4880.0%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$93,910$14,316 18.0%1640.0%Finance
QPFF
American Century Quality Preferred ETF
$90,4610.0%2,5150.0%ETF
Enstar Group Limited stock logo
ESGR
Enstar Group
$87,9200.0%2730.0%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$86,0440.0%1,2250.0%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$85,797$85,797 New Holding1,6430.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$84,8790.0%6420.0%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$80,8590.0%9400.0%Medical
Citigroup Inc. stock logo
C
Citigroup
$77,9920.0%1,1080.0%Finance
REDDIT INC CLASS A
$70,2790.0%4300.0%CL A
Duke Energy Co. stock logo
DUK
Duke Energy
$67,417$646 1.0%6260.0%Utilities
Walmart Inc. stock logo
WMT
Walmart
$62,0500.0%6870.0%Retail/Wholesale
Phillips 66 stock logo
PSX
Phillips 66
$56,9650.0%5000.0%Energy
Truist Financial Co. stock logo
TFC
Truist Financial
$56,877$564 1.0%1,3110.0%Finance
Workday, Inc. stock logo
WDAY
Workday
$53,9280.0%2090.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$53,8250.0%3230.0%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$53,6570.0%1850.0%Basic Materials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$51,9460.0%490.0%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$50,904$50,904 New Holding9000.0%Medical
NIKE, Inc. stock logo
NKE
NIKE
$49,564$8,248 -14.3%6550.0%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$49,2940.0%2120.0%ETF
Performance Food Group stock logo
PFGC
Performance Food Group
$42,2750.0%5000.0%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$39,195$15,812 -28.7%3520.0%Consumer Discretionary
Alcoa Co. stock logo
AA
Alcoa
$38,4980.0%1,0190.0%Industrials
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$37,268$31 0.1%1,2070.0%Manufacturing
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$35,5110.0%6670.0%Finance
Axos Financial, Inc. stock logo
AX
Axos Financial
$35,2040.0%5040.0%Finance
Accenture plc stock logo
ACN
Accenture
$34,1240.0%970.0%Computer and Technology
GUARDIAN PHARMACY SVCS ICLASS A
$33,753$33,753 New Holding1,6660.0%CL A
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$32,2470.0%5330.0%Transportation
Atmus Filtration Technologies Inc. stock logo
ATMU
Atmus Filtration Technologies
$32,0490.0%8180.0%Industrials
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$32,0460.0%2690.0%Consumer Discretionary
BROOKFIELD ASSET MGMT FCLASS A
$30,6170.0%5650.0%CL A EXCH LT VTG
Murphy USA Inc. stock logo
MUSA
Murphy USA
$30,6070.0%610.0%Retail/Wholesale
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
$29,8740.0%3000.0%Computer and Technology
American Express stock logo
AXP
American Express
$29,384$26,472 909.1%9990.0%Finance
Autodesk, Inc. stock logo
ADSK
Autodesk
$28,6700.0%970.0%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$27,7110.0%3000.0%Medical
Realty Income Co. stock logo
O
Realty Income
$26,7050.0%5000.0%Finance
Globe Life Inc. stock logo
GL
Globe Life
$25,0920.0%2250.0%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$23,7780.0%4920.0%ETF
Corning Incorporated stock logo
GLW
Corning
$23,7600.0%5000.0%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$23,3930.0%2200.0%Computer and Technology
Hormel Foods Co. stock logo
HRL
Hormel Foods
$22,8370.0%7280.0%Consumer Staples
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$21,246$2,026 10.5%4300.0%Energy
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$21,0890.0%940.0%Finance
Gartner, Inc. stock logo
IT
Gartner
$20,8320.0%430.0%Business Services
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$20,5710.0%4390.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$19,5350.0%1420.0%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$18,9730.0%160.0%Retail/Wholesale
CRH PUBLIC LIMITED CO F
$18,5040.0%2000.0%ADR
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$17,8190.0%3010.0%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$17,5960.0%1080.0%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$17,0040.0%100.0%Retail/Wholesale
GRAYSCALE BITCOIN MINI TRUST ETF
$15,408$61,967 -80.1%3680.0%SHS REP COM UT
General Motors stock logo
GM
General Motors
$14,1170.0%2650.0%Auto/Tires/Trucks
State Street Co. stock logo
STT
State Street
$13,9370.0%1420.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$13,3810.0%880.0%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$12,7870.0%350.0%Industrials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$12,6100.0%1000.0%Transportation
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$12,447$11,983 2,583.3%1,4490.0%Finance
Sea Limited stock logo
SE
SEA
$12,3080.0%1160.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$12,0600.0%2000.0%Retail/Wholesale
Wingstop Inc. stock logo
WING
Wingstop
$11,936$11,936 New Holding420.0%Retail/Wholesale
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$11,8530.0%1000.0%Finance
Baker Hughes stock logo
BKR
Baker Hughes
$11,7930.0%2870.0%Energy
McDonald's Co. stock logo
MCD
McDonald's
$11,195$287 2.6%390.0%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$11,1630.0%270.0%Medical
ATLASSIAN CORP CLASS A
$10,9520.0%450.0%CL A
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$10,7070.0%280.0%Consumer Discretionary
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$10,354$66,219 -86.5%1340.0%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$10,2420.0%1200.0%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,423$143 1.5%1970.0%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$9,0540.0%2000.0%Finance
Medtronic plc stock logo
MDT
Medtronic
$8,7070.0%1090.0%Medical
BLOCK INC CLASS A
$8,3290.0%980.0%CL A
DexCom, Inc. stock logo
DXCM
DexCom
$7,7770.0%1000.0%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$7,3330.0%740.0%Energy
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$7,3170.0%160.0%Aerospace
iShares MSCI China A ETF stock logo
CNYA
iShares MSCI China A ETF
$7,1980.0%2580.0%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$6,994$5,915 -45.8%1880.0%Consumer Discretionary
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$6,3020.0%540.0%Finance
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$5,901$5,901 New Holding130.0%Construction
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$5,652$416 7.9%3670.0%Finance
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$5,0330.0%660.0%Basic Materials
Match Group, Inc. stock logo
MTCH
Match Group
$4,6450.0%1420.0%Retail/Wholesale
Nu Holdings Ltd. stock logo
NU
NU
$4,144$4,144 New Holding4000.0%Finance
Harley-Davidson, Inc. stock logo
HOG
Harley-Davidson
$4,068$30 0.7%1350.0%Auto/Tires/Trucks
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,0570.0%140.0%ETF
CSX Co. stock logo
CSX
CSX
$4,0000.0%1240.0%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,9990.0%1000.0%Computer and Technology
Corteva, Inc. stock logo
CTVA
Corteva
$3,7590.0%660.0%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,6980.0%140.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,3170.0%260.0%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$3,0730.0%980.0%Energy
Dow Inc. stock logo
DOW
DOW
$2,6490.0%660.0%Basic Materials
Peloton Interactive, Inc. stock logo
PTON
Peloton Interactive
$2,2620.0%2600.0%Consumer Discretionary
InterContinental Hotels Group PLC stock logo
IHG
InterContinental Hotels Group
$1,749$1,749 New Holding140.0%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,5800.0%80.0%Computer and Technology
3M stock logo
MMM
3M
$1,5490.0%120.0%Multi-Sector Conglomerates
Xerox Holdings Co. stock logo
XRX
Xerox
$1,3660.0%4030.0%Industrials
AdvisorShares Pure US Cannabis ETF stock logo
MSOS
AdvisorShares Pure US Cannabis ETF
$1,334$572 75.0%3500.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$1,327$664 100.0%500.0%Medical
MFA Financial, Inc. stock logo
MFA
MFA Financial
$1,2020.0%1180.0%Finance
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1,1380.0%60.0%Transportation
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$1,1030.0%100.0%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$1,0530.0%200.0%ETF
Intel Co. stock logo
INTC
Intel
$1,0030.0%500.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$966$966 New Holding80.0%Computer and Technology
BROOKFIELD WEALTH SOLU FCLASS A
$8620.0%150.0%CL A EXCHANGEAB
Brookfield Business Partners L.P. stock logo
BBU
Brookfield Business Partners
$7030.0%300.0%Business Services
Roblox Co. stock logo
RBLX
Roblox
$6650.0%500.0%Consumer Discretionary
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$5170.0%380.0%Energy
Wolfspeed, Inc. stock logo
WOLF
Wolfspeed
$4400.0%660.0%Computer and Technology
BROOKFIELD BUSINESS CO FCLASS A
$3640.0%150.0%CL A EXC SUB VTG
CALL UBER TECHNOLOGIES I$70 EXP 03/21/25
$357$357 New Holding20.0%CALL
Viatris Inc. stock logo
VTRS
Viatris
$2490.0%200.0%Medical
CALL UBER TECHNOLOGIES I$67.5 EXP 03/21/25
$237$237 New Holding10.0%CALL
AstraZeneca PLC stock logo
AZN
AstraZeneca
$197$66 -25.0%30.0%Medical
Orion Office REIT Inc. stock logo
ONL
Orion Office REIT
$1860.0%500.0%Finance
Revolve Group, Inc. stock logo
RVLV
Revolve Group
$167$9,218 -98.2%50.0%Consumer Discretionary
Allbirds, Inc. stock logo
BIRD
Allbirds
$1050.0%150.0%Retail/Wholesale
Mr. Cooper Group Inc. stock logo
COOP
Mr. Cooper Group
$960.0%10.0%Finance
Canopy Growth Co. stock logo
CGC
Canopy Growth
$140.0%50.0%Medical
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$90.0%10.0%Retail/Wholesale
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$0$57,843 -100.0%00.0%Computer and Technology
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$0$39,594 -100.0%00.0%Medical
Comcast Co. stock logo
CMCSA
Comcast
$0$33,207 -100.0%00.0%Consumer Discretionary
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$23,708 -100.0%00.0%Computer and Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$0$9,376 -100.0%00.0%Consumer Discretionary
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$0$6,974 -100.0%00.0%Computer and Technology
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$0$1,271 -100.0%00.0%Consumer Discretionary
ProShares UltraPro Short QQQ stock logo
SQQQ
ProShares UltraPro Short QQQ
$0$739 -100.0%00.0%ETF
eBay Inc. stock logo
EBAY
eBay
$0$651 -100.0%00.0%Retail/Wholesale
Vulcan Materials stock logo
VMC
Vulcan Materials
$0$250 -100.0%00.0%Construction
SEC Filings and Trading Data