Investment Research & Advisory Group, Inc. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$239.4B
Holdings
250
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 93,201 | $47.9B | 20.01% | |
| 2 | AAPLAPPLE INC | 80,907 | $18.0B | 7.51% | |
| 3 | MSFTMICROSOFT CORP | 24,404 | $9.2B | 3.83% | |
| 4 | AMZNAMAZON.COM INC | 40,893 | $7.8B | 3.25% | |
| 5 | NVDANVIDIA CORP | 69,295 | $7.5B | 3.14% | |
| 6 | MAMASTERCARD INC | 13,433 | $7.4B | 3.08% | |
| 7 | VVISA INC | 19,664 | $6.9B | 2.88% | |
| 8 | GOOGLALPHABET INC | 42,606 | $6.6B | 2.75% | |
| 9 | JPMJPMORGAN CHASE & CO | 25,461 | $6.2B | 2.61% | |
| 10 | METAMETA PLATFORMS INC | 10,080 | $5.8B | 2.43% | |
| 11 | LLYELI LILLY AND CO | 6,697 | $5.5B | 2.31% | |
| 12 | SCHWCHARLES SCHWAB CORP | 65,182 | $5.1B | 2.13% | |
| 13 | BLKCHFBLACKROCK INC NEW | 5,371 | $5.1B | 2.12% | |
| 14 | FISVFISERV INC | 20,060 | $4.4B | 1.85% | |
| 15 | COSTCOSTCO WHSL CORP NEW | 4,590 | $4.3B | 1.81% | |
| 16 | CBCHUBB LTD F | 14,110 | $4.3B | 1.78% | |
| 17 | UBERUBER TECHNOLOGIES INC | 57,638 | $4.2B | 1.75% | |
| 18 | CRMSALESFORCE INC | 15,072 | $4.0B | 1.69% | |
| 19 | BRK/BBERKSHIRE HATHAWAY | 7,126 | $3.8B | 1.59% | |
| 20 | NFLXNETFLIX INC | 3,859 | $3.6B | 1.50% | |
| 21 | BKNGBOOKING HLDGS INC | 740 | $3.4B | 1.42% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 6,433 | $3.4B | 1.41% | |
| 23 | VEEVVEEVA SYS INC | 14,105 | $3.3B | 1.36% | |
| 24 | 4I1PHILIP MORRIS INTL INC | 20,416 | $3.2B | 1.35% | |
| 25 | ASMLASML HLDG N V FSPONSORED ADR | 4,791 | $3.2B | 1.33% | |
| 26 | IQVIQVIA HLDGS INC | 17,977 | $3.2B | 1.32% | |
| 27 | SBUXSTARBUCKS CORP | 31,574 | $3.1B | 1.29% | |
| 28 | GEGE AEROSPACE | 15,170 | $3.0B | 1.27% | |
| 29 | JNJJOHNSON & JOHNSON | 17,494 | $2.9B | 1.21% | |
| 30 | GDGENERAL DYNAMICS CORP | 10,285 | $2.8B | 1.17% | |
| 31 | VBVANGUARD SMALL CAP ETF | 12,094 | $2.7B | 1.12% | |
| 32 | LMTLOCKHEED MARTIN CORP | 5,470 | $2.4B | 1.02% | |
| 33 | KMXCARMAX INC | 29,416 | $2.3B | 0.96% | |
| 34 | ADBEADOBE INC | 5,565 | $2.1B | 0.89% | |
| 35 | OTISOTIS WORLDWIDE CORP | 19,870 | $2.1B | 0.86% | |
| 36 | PGPROCTER & GAMBLE CO | 11,438 | $1.9B | 0.81% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC | 3,660 | $1.8B | 0.76% | |
| 38 | ADMARCHER-DANIELS MIDLAND | 33,800 | $1.6B | 0.68% | |
| 39 | SPYXSPDR S&P 500 ETF | 2,845 | $1.6B | 0.66% | |
| 40 | DHRDANAHER CORP | 5,885 | $1.2B | 0.50% | |
| 41 | BNDVANGUARD TOTAL BOND MARKET ETF | 16,019 | $1.2B | 0.49% | |
| 42 | VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | 14,466 | $898.3M | 0.38% | |
| 43 | HDHOME DEPOT INC | 2,387 | $875.4M | 0.37% | |
| 44 | IJHISHARES CORE S&P MID CAPETF | 14,447 | $843.0M | 0.35% | |
| 45 | IRTINDEPENDENCE RLTY TR INC REIT | 36,098 | $766.4M | 0.32% | |
| 46 | GEVGE VERNOVA INC | 2,420 | $738.8M | 0.31% | |
| 47 | IVVISHARES CORE S&P 500 ETF | 1,301 | $731.0M | 0.31% | |
| 48 | IVWISHARES S&P 500 GROWTH ETF | 7,135 | $662.3M | 0.28% | |
| 49 | PANWPALO ALTO NETWORKS INC | 3,869 | $660.2M | 0.28% | |
| 50 | GOOGALPHABET INC | 3,878 | $605.9M | 0.25% | |
| 51 | VEUVANGUARD FTSE ALL WORLD EX US ETF | 9,356 | $567.5M | 0.24% | |
| 52 | CHHCHOICE HOTELS INTL INC | 4,214 | $559.5M | 0.23% | |
| 53 | NDQINVESCO QQQ TRUST | 1,184 | $555.2M | 0.23% | |
| 54 | VDEVANGUARD ENERGY ETF | 3,965 | $514.3M | 0.21% | |
| 55 | IVEISHARES S&P 500 VALUE ETF | 2,545 | $485.0M | 0.20% | |
| 56 | MGVVANGUARD MEGA CAP VALUE ETF | 2,603 | $335.4M | 0.14% | |
| 57 | FDXFEDEX CORP | 1,171 | $285.5M | 0.12% | |
| 58 | ABBVABBVIE INC | 1,313 | $275.1M | 0.11% | |
| 59 | MDYSPDR S&P MIDCAP 400 ETF IV | 503 | $268.3M | 0.11% | |
| 60 | SNPSSYNOVUS FINL CORP | 5,717 | $267.2M | 0.11% | |
| 61 | AQLTISHARES CORE MSCI EAFE ETF | 3,504 | $265.1M | 0.11% | |
| 62 | LOWLOWES COS INC | 1,132 | $264.0M | 0.11% | |
| 63 | VTWOVANGUARD RUSSELL 2000 ETF | 3,149 | $254.0M | 0.11% | |
| 64 | MRKMERCK & CO. INC. | 2,798 | $251.1M | 0.10% | |
| 65 | KOTHE COCA-COLA CO | 3,275 | $234.6M | 0.10% | |
| 66 | AVGOBROADCOM INC | 1,307 | $218.8M | 0.09% | |
| 67 | VRPINVSC VARIABLE RATE PREFERRED ETF | 8,988 | $217.9M | 0.09% | |
| 68 | AMTAMERICAN TOWER CORP | 988 | $215.0M | 0.09% | |
| 69 | AMGNAMGEN INC | 689 | $214.7M | 0.09% | |
| 70 | BRTRISHARES TOTAL US STOCK MARKET ETF | 1,738 | $212.1M | 0.09% | |
| 71 | AVUVAVANTIS US SMALL CAP VALUE ETF | 2,333 | $203.4M | 0.08% | |
| 72 | MOALTRIA GROUP INC | 3,369 | $202.2M | 0.08% | |
| 73 | BACBANK OF AMERICA CORP | 4,776 | $199.3M | 0.08% | |
| 74 | IJRISHARES CORE S&P SMALL CAP ETF | 1,776 | $185.7M | 0.08% | |
| 75 | SDYSPDR S&P DIVIDEND ETF | 1,262 | $171.2M | 0.07% | |
| 76 | ZETAZETA GLOBAL HLDGS CORP | 11,980 | $162.4M | 0.07% | |
| 77 | IJTISHARES S&P SMLL CAP 600GRTH ETF | 1,252 | $155.9M | 0.07% | |
| 78 | BABOEING CO | 885 | $150.9M | 0.06% | |
| 79 | SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | 5,719 | $133.9M | 0.06% | |
| 80 | ABTABBOTT LABS | 1,008 | $133.7M | 0.06% | |
| 81 | IJSISHARES S&P SMALL CAP 600 ETF | 1,294 | $126.1M | 0.05% | |
| 82 | ESGUISHARES ESG AWARE MSCI USA ETF | 1,013 | $123.5M | 0.05% | |
| 83 | BSCPINVSC BULLETSHARES 2025 CRP BND ETF | 5,836 | $120.7M | 0.05% | |
| 84 | MDLZMONDELEZ INTL INC | 1,747 | $118.5M | 0.05% | |
| 85 | CRWDCROWDSTRIKE HLDGS INC | 335 | $118.1M | 0.05% | |
| 86 | BNBROOKFIELD CORP | 2,250 | $117.9M | 0.05% | |
| 87 | CVXCHEVRON CORP NEW | 703 | $117.6M | 0.05% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 214 | $116.9M | 0.05% | |
| 89 | IEMGISHARES CORE MSCI EMERGING ETF | 1,997 | $107.8M | 0.05% | |
| 90 | BSCQINVSC BULLETSHARS 2026 CORP BND ETF | 5,441 | $106.0M | 0.04% | |
| 91 | BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | 2,143 | $104.6M | 0.04% | |
| 92 | BMYBRISTOL MYERS SQUIBB CO | 1,650 | $100.6M | 0.04% | |
| 93 | NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1,364 | $94.7M | 0.04% | |
| 94 | ESGRENSTAR GROUP LIMITED | 273 | $90.7M | 0.04% | |
| 95 | ACSVAMERICAN CENTURY QUALITYPREF ETF | 2,515 | $89.0M | 0.04% | |
| 96 | WFCWELLS FARGO & CO | 1,225 | $87.9M | 0.04% | |
| 97 | PNCPNC FINL SERVICES | 488 | $85.8M | 0.04% | |
| 98 | WMTWALMART INC | 971 | $85.2M | 0.04% | |
| 99 | IBBISHARES BIOTECHNOLOGY ETF | 642 | $82.1M | 0.03% | |
| 100 | ANETEURARISTA NETWORKS INC | 1,038 | $80.4M | 0.03% |
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