Investment Research & Advisory Group, Inc. Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$268.4B
Holdings
246
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (246 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF IV | 110,107 | $62.5B | 23.30% | |
| 2 | AAPLAPPLE INC | 75,382 | $15.5B | 5.76% | |
| 3 | NVDANVIDIA CORP | 68,700 | $10.9B | 4.04% | |
| 4 | MSFTMICROSOFT CORP | 20,945 | $10.4B | 3.88% | |
| 5 | AMZNAMAZON.COM INC | 40,658 | $8.9B | 3.32% | |
| 6 | MAMASTERCARD INC CLASS A | 13,497 | $7.6B | 2.83% | |
| 7 | GOOGLALPHABET INC CLASS A | 42,738 | $7.5B | 2.81% | |
| 8 | JPMJPMORGAN CHASE & CO | 25,608 | $7.4B | 2.77% | |
| 9 | METAMETA PLATFORMS INC CLASS A | 9,674 | $7.1B | 2.66% | |
| 10 | VVISA INC CLASS A | 19,209 | $6.8B | 2.54% | |
| 11 | SCHWCHARLES SCHWAB CORP | 66,078 | $6.0B | 2.25% | |
| 12 | LLYELI LILLY AND CO | 7,108 | $5.5B | 2.06% | |
| 13 | BLKCHFBLACKROCK INC NEW | 5,254 | $5.5B | 2.05% | |
| 14 | UBERUBER TECHNOLOGIES INC | 58,604 | $5.5B | 2.04% | |
| 15 | NFLXNETFLIX INC | 3,851 | $5.2B | 1.92% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 4,658 | $4.6B | 1.72% | |
| 17 | BKNGBOOKING HLDGS INC | 738 | $4.3B | 1.59% | |
| 18 | CRMSALESFORCE INC | 15,260 | $4.2B | 1.55% | |
| 19 | GEGE AEROSPACE | 15,981 | $4.1B | 1.53% | |
| 20 | VEEVVEEVA SYS INC CLASS A | 14,163 | $4.1B | 1.52% | |
| 21 | CBCHUBB LTD F | 13,714 | $4.0B | 1.48% | |
| 22 | BRK/BBERKSHIRE HATHAWAY CLASS B | 7,626 | $3.7B | 1.38% | |
| 23 | 4I1PHILIP MORRIS INTL INC | 20,050 | $3.7B | 1.36% | |
| 24 | FISVFISERV INC | 19,582 | $3.4B | 1.26% | |
| 25 | JNJJOHNSON & JOHNSON | 20,866 | $3.2B | 1.19% | |
| 26 | GDGENERAL DYNAMICS CORP | 10,621 | $3.1B | 1.15% | |
| 27 | SBUXSTARBUCKS CORP | 31,259 | $2.9B | 1.07% | |
| 28 | VBVANGUARD SMALL CAP ETF IV | 12,017 | $2.8B | 1.06% | |
| 29 | ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3,517 | $2.8B | 1.05% | |
| 30 | IQVIQVIA HLDGS INC | 17,202 | $2.7B | 1.01% | |
| 31 | LMTLOCKHEED MARTIN CORP | 5,781 | $2.7B | 1.00% | |
| 32 | BABOEING CO | 12,103 | $2.5B | 0.94% | |
| 33 | OTISOTIS WORLDWIDE CORP | 20,918 | $2.1B | 0.77% | |
| 34 | PGPROCTER & GAMBLE CO | 11,918 | $1.9B | 0.71% | |
| 35 | SPYXSPDR S&P 500 ETF IV | 2,920 | $1.8B | 0.67% | |
| 36 | ADMARCHER-DANIELS MIDLAND C | 34,154 | $1.8B | 0.67% | |
| 37 | VTWOVANGUARD RUSSELL 2000 ETF | 20,292 | $1.8B | 0.66% | |
| 38 | KMXCARMAX INC | 26,126 | $1.8B | 0.65% | |
| 39 | ADBEADOBE INC | 4,134 | $1.6B | 0.60% | |
| 40 | GEVGE VERNOVA INC | 2,453 | $1.3B | 0.48% | |
| 41 | AQLTISHARES CORE MSCI EAFE ETF IV | 15,524 | $1.3B | 0.48% | |
| 42 | BNDVANGUARD TOTAL BOND MARKET ET ETF IV | 16,936 | $1.2B | 0.46% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC | 2,763 | $1.1B | 0.42% | |
| 44 | VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | 14,159 | $978.3M | 0.36% | |
| 45 | DHRDANAHER CORP | 4,716 | $931.6M | 0.35% | |
| 46 | IJHISHARES CORE S&P MID CAPETF IV | 14,472 | $897.6M | 0.33% | |
| 47 | HDHOME DEPOT INC | 2,390 | $876.4M | 0.33% | |
| 48 | IVVISHARES CORE S&P 500 ETF IV | 1,305 | $810.3M | 0.30% | |
| 49 | IVWISHARES S&P 500 GROWTH ETF IV | 7,143 | $786.4M | 0.29% | |
| 50 | IEMGISHARES CORE MSCI EMERGING ETF IV | 11,553 | $693.5M | 0.26% | |
| 51 | GOOGALPHABET INC CLASS C | 3,883 | $688.7M | 0.26% | |
| 52 | IRTINDEPENDENCE RLTY TR INCREIT | 36,098 | $638.6M | 0.24% | |
| 53 | VEUVANGUARD FTSE ALL WORLD EX US ETF IV | 9,284 | $624.1M | 0.23% | |
| 54 | CHHCHOICE HOTELS INTL INC | 4,214 | $534.7M | 0.20% | |
| 55 | MRKMERCK & CO. INC. | 6,513 | $515.6M | 0.19% | |
| 56 | IVEISHARES S&P 500 VALUE ETF IV | 2,555 | $499.5M | 0.19% | |
| 57 | PANWPALO ALTO NETWORKS INC | 2,405 | $492.2M | 0.18% | |
| 58 | VDEVANGUARD ENERGY ETF IV | 3,995 | $476.0M | 0.18% | |
| 59 | VBRVANGUARD SMALL CAP VALUEETF IV | 2,083 | $406.2M | 0.15% | |
| 60 | SPHYSPDR PORTFOLIO HIGH YIELD BND ETF IV | 16,718 | $397.9M | 0.15% | |
| 61 | AVGOBROADCOM INC | 1,284 | $354.1M | 0.13% | |
| 62 | MGVVANGUARD MEGA CAP VALUE ETF | 2,603 | $341.5M | 0.13% | |
| 63 | SNPSSYNOVUS FINL CORP | 5,717 | $295.9M | 0.11% | |
| 64 | KOTHE COCA-COLA CO | 4,068 | $287.8M | 0.11% | |
| 65 | FDXFEDEX CORP | 1,171 | $266.2M | 0.10% | |
| 66 | LOWLOWES COS INC | 1,132 | $251.2M | 0.09% | |
| 67 | BRTRISHARES TOTAL US STOCK MARKET ETF IV | 1,743 | $235.4M | 0.09% | |
| 68 | BACBANK OF AMERICA CORP | 4,790 | $226.7M | 0.08% | |
| 69 | VRPINVSC VARIABLE RATE PREFERRED ETF IV | 9,028 | $220.7M | 0.08% | |
| 70 | AVUVAVANTIS US SMALL CAP VALUE ETF | 2,333 | $212.6M | 0.08% | |
| 71 | IJRISHARES CORE S&P SMALL CAP ETF IV | 1,777 | $194.3M | 0.07% | |
| 72 | MCDMCDONALDS CORP | 599 | $175.3M | 0.07% | |
| 73 | CRWDCROWDSTRIKE HLDGS INC CLASS A | 342 | $174.2M | 0.06% | |
| 74 | SDYSPDR S&P DIVIDEND ETF IV | 1,237 | $167.9M | 0.06% | |
| 75 | ABBVABBVIE INC | 879 | $163.2M | 0.06% | |
| 76 | GSGOLDMAN SACHS GROUP INC | 214 | $152.1M | 0.06% | |
| 77 | BNBROOKFIELD CORP FCLASS A | 2,250 | $139.2M | 0.05% | |
| 78 | ESGUISHARES ESG AWARE MSCI USA ETF | 1,015 | $137.3M | 0.05% | |
| 79 | WMTWALMART INC | 1,391 | $136.1M | 0.05% | |
| 80 | AMGNAMGEN INC | 481 | $134.4M | 0.05% | |
| 81 | MOALTRIA GROUP INC | 2,172 | $127.3M | 0.05% | |
| 82 | BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | 2,251 | $111.5M | 0.04% | |
| 83 | AMTAMERICAN TOWER CORP NEW REIT | 500 | $110.5M | 0.04% | |
| 84 | ANETEURARISTA NETWORKS INC | 1,038 | $106.2M | 0.04% | |
| 85 | WFCWELLS FARGO & CO | 1,225 | $98.1M | 0.04% | |
| 86 | TAT&T INC | 3,348 | $96.9M | 0.04% | |
| 87 | DISDISNEY WALT CO | 763 | $94.6M | 0.04% | |
| 88 | TRVCCITIGROUP INC | 1,108 | $94.3M | 0.04% | |
| 89 | NDQINVESCO QQQ-U ETF | 168 | $92.7M | 0.03% | |
| 90 | ESGRENSTAR GROUP LIMITED F | 273 | $91.8M | 0.03% | |
| 91 | CEGCONSTELLATION ENERGY COR | 280 | $90.4M | 0.03% | |
| 92 | ACSVAMERICAN CENTURY QUALITYPREF ETF | 2,515 | $88.9M | 0.03% | |
| 93 | SMHVANECK SEMICONDUCTOR ETF | 304 | $84.9M | 0.03% | |
| 94 | TSLATESLA INC | 262 | $83.2M | 0.03% | |
| 95 | RTXRTX CORP | 539 | $78.7M | 0.03% | |
| 96 | NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1,115 | $77.0M | 0.03% | |
| 97 | BMYBRISTOL MYERS SQUIBB CO | 1,650 | $76.4M | 0.03% | |
| 98 | DUKDUKE ENERGY CORP NEW | 632 | $74.7M | 0.03% | |
| 99 | TFCTRUIST FINL CORP | 1,643 | $70.6M | 0.03% | |
| 100 | ORCLORACLE CORP | 323 | $70.6M | 0.03% |
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