Investment Research & Advisory Group, Inc. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$239.4M
Holdings
250
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (250 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P 500 ETF | $47.9M |
AAPLAPPLE INC | $18.0M |
MSFTMICROSOFT CORP | $9.2M |
AMZNAMAZON.COM INC | $7.8M |
NVDANVIDIA CORP | $7.5M |
MAMASTERCARD INC | $7.4M |
VVISA INC | $6.9M |
GOOGLALPHABET INC | $6.6M |
JPMJPMORGAN CHASE & CO | $6.2M |
METAMETA PLATFORMS INC | $5.8M |
LLYELI LILLY AND CO | $5.5M |
SCHWCHARLES SCHWAB CORP | $5.1M |
BLKCHFBLACKROCK INC NEW | $5.1M |
FISVFISERV INC | $4.4M |
COSTCOSTCO WHSL CORP NEW | $4.3M |
CBCHUBB LTD F | $4.3M |
UBERUBER TECHNOLOGIES INC | $4.2M |
CRMSALESFORCE INC | $4.0M |
BRK/BBERKSHIRE HATHAWAY | $3.8M |
NFLXNETFLIX INC | $3.6M |
BKNGBOOKING HLDGS INC | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.4M |
VEEVVEEVA SYS INC | $3.3M |
4I1PHILIP MORRIS INTL INC | $3.2M |
ASMLASML HLDG N V FSPONSORED ADR | $3.2M |
IQVIQVIA HLDGS INC | $3.2M |
SBUXSTARBUCKS CORP | $3.1M |
GEGE AEROSPACE | $3.0M |
JNJJOHNSON & JOHNSON | $2.9M |
GDGENERAL DYNAMICS CORP | $2.8M |
VBVANGUARD SMALL CAP ETF | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.4M |
KMXCARMAX INC | $2.3M |
ADBEADOBE INC | $2.1M |
OTISOTIS WORLDWIDE CORP | $2.1M |
PGPROCTER & GAMBLE CO | $1.9M |
TMOTHERMO FISHER SCIENTIFIC | $1.8M |
ADMARCHER-DANIELS MIDLAND | $1.6M |
SPYXSPDR S&P 500 ETF | $1.6M |
DHRDANAHER CORP | $1.2M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.2M |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $898K |
HDHOME DEPOT INC | $875K |
IJHISHARES CORE S&P MID CAPETF | $843K |
IRTINDEPENDENCE RLTY TR INC REIT | $766K |
GEVGE VERNOVA INC | $739K |
IVVISHARES CORE S&P 500 ETF | $731K |
IVWISHARES S&P 500 GROWTH ETF | $662K |
PANWPALO ALTO NETWORKS INC | $660K |
GOOGALPHABET INC | $606K |
VEUVANGUARD FTSE ALL WORLD EX US ETF | $568K |
CHHCHOICE HOTELS INTL INC | $560K |
NDQINVESCO QQQ TRUST | $555K |
VDEVANGUARD ENERGY ETF | $514K |
IVEISHARES S&P 500 VALUE ETF | $485K |
MGVVANGUARD MEGA CAP VALUE ETF | $335K |
FDXFEDEX CORP | $285K |
ABBVABBVIE INC | $275K |
MDYSPDR S&P MIDCAP 400 ETF IV | $268K |
SNPSSYNOVUS FINL CORP | $267K |
AQLTISHARES CORE MSCI EAFE ETF | $265K |
LOWLOWES COS INC | $264K |
VTWOVANGUARD RUSSELL 2000 ETF | $254K |
MRKMERCK & CO. INC. | $251K |
KOTHE COCA-COLA CO | $235K |
AVGOBROADCOM INC | $219K |
VRPINVSC VARIABLE RATE PREFERRED ETF | $218K |
AMTAMERICAN TOWER CORP | $215K |
AMGNAMGEN INC | $215K |
BRTRISHARES TOTAL US STOCK MARKET ETF | $212K |
AVUVAVANTIS US SMALL CAP VALUE ETF | $203K |
MOALTRIA GROUP INC | $202K |
BACBANK OF AMERICA CORP | $199K |
IJRISHARES CORE S&P SMALL CAP ETF | $186K |
SDYSPDR S&P DIVIDEND ETF | $171K |
ZETAZETA GLOBAL HLDGS CORP | $162K |
IJTISHARES S&P SMLL CAP 600GRTH ETF | $156K |
BABOEING CO | $151K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $134K |
ABTABBOTT LABS | $134K |
IJSISHARES S&P SMALL CAP 600 ETF | $126K |
ESGUISHARES ESG AWARE MSCI USA ETF | $123K |
BSCPINVSC BULLETSHARES 2025 CRP BND ETF | $121K |
MDLZMONDELEZ INTL INC | $119K |
CRWDCROWDSTRIKE HLDGS INC | $118K |
BNBROOKFIELD CORP | $118K |
CVXCHEVRON CORP NEW | $118K |
GSGOLDMAN SACHS GROUP INC | $117K |
IEMGISHARES CORE MSCI EMERGING ETF | $108K |
BSCQINVSC BULLETSHARS 2026 CORP BND ETF | $106K |
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | $105K |
BMYBRISTOL MYERS SQUIBB CO | $101K |
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $95K |
ESGRENSTAR GROUP LIMITED | $91K |
ACSVAMERICAN CENTURY QUALITYPREF ETF | $89K |
WFCWELLS FARGO & CO | $88K |
PNCPNC FINL SERVICES | $86K |
WMTWALMART INC | $85K |
IBBISHARES BIOTECHNOLOGY ETF | $82K |
ANETEURARISTA NETWORKS INC | $80K |
Page 1 of 3Next