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 | Value |
|---|---|
VOOVANGUARD S&P 500 ETF IV | $62.5M |
AAPLAPPLE INC | $15.5M |
NVDANVIDIA CORP | $10.9M |
MSFTMICROSOFT CORP | $10.4M |
AMZNAMAZON.COM INC | $8.9M |
MAMASTERCARD INC CLASS A | $7.6M |
GOOGLALPHABET INC CLASS A | $7.5M |
JPMJPMORGAN CHASE & CO | $7.4M |
METAMETA PLATFORMS INC CLASS A | $7.1M |
VVISA INC CLASS A | $6.8M |
SCHWCHARLES SCHWAB CORP | $6.0M |
LLYELI LILLY AND CO | $5.5M |
BLKCHFBLACKROCK INC NEW | $5.5M |
UBERUBER TECHNOLOGIES INC | $5.5M |
NFLXNETFLIX INC | $5.2M |
COSTCOSTCO WHSL CORP NEW | $4.6M |
BKNGBOOKING HLDGS INC | $4.3M |
CRMSALESFORCE INC | $4.2M |
GEGE AEROSPACE | $4.1M |
VEEVVEEVA SYS INC CLASS A | $4.1M |
CBCHUBB LTD F | $4.0M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $3.7M |
4I1PHILIP MORRIS INTL INC | $3.7M |
FISVFISERV INC | $3.4M |
JNJJOHNSON & JOHNSON | $3.2M |
GDGENERAL DYNAMICS CORP | $3.1M |
SBUXSTARBUCKS CORP | $2.9M |
VBVANGUARD SMALL CAP ETF IV | $2.8M |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.8M |
IQVIQVIA HLDGS INC | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.7M |
BABOEING CO | $2.5M |
OTISOTIS WORLDWIDE CORP | $2.1M |
PGPROCTER & GAMBLE CO | $1.9M |
SPYXSPDR S&P 500 ETF IV | $1.8M |
ADMARCHER-DANIELS MIDLAND C | $1.8M |
VTWOVANGUARD RUSSELL 2000 ETF | $1.8M |
KMXCARMAX INC | $1.8M |
ADBEADOBE INC | $1.6M |
GEVGE VERNOVA INC | $1.3M |
AQLTISHARES CORE MSCI EAFE ETF IV | $1.3M |
BNDVANGUARD TOTAL BOND MARKET ET ETF IV | $1.2M |
TMOTHERMO FISHER SCIENTIFIC | $1.1M |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $978K |
DHRDANAHER CORP | $932K |
IJHISHARES CORE S&P MID CAPETF IV | $898K |
HDHOME DEPOT INC | $876K |
IVVISHARES CORE S&P 500 ETF IV | $810K |
IVWISHARES S&P 500 GROWTH ETF IV | $786K |
IEMGISHARES CORE MSCI EMERGING ETF IV | $694K |
GOOGALPHABET INC CLASS C | $689K |
IRTINDEPENDENCE RLTY TR INCREIT | $639K |
VEUVANGUARD FTSE ALL WORLD EX US ETF IV | $624K |
CHHCHOICE HOTELS INTL INC | $535K |
MRKMERCK & CO. INC. | $516K |
IVEISHARES S&P 500 VALUE ETF IV | $499K |
PANWPALO ALTO NETWORKS INC | $492K |
VDEVANGUARD ENERGY ETF IV | $476K |
VBRVANGUARD SMALL CAP VALUEETF IV | $406K |
SPHYSPDR PORTFOLIO HIGH YIELD BND ETF IV | $398K |
AVGOBROADCOM INC | $354K |
MGVVANGUARD MEGA CAP VALUE ETF | $342K |
SNPSSYNOVUS FINL CORP | $296K |
KOTHE COCA-COLA CO | $288K |
FDXFEDEX CORP | $266K |
LOWLOWES COS INC | $251K |
BRTRISHARES TOTAL US STOCK MARKET ETF IV | $235K |
BACBANK OF AMERICA CORP | $227K |
VRPINVSC VARIABLE RATE PREFERRED ETF IV | $221K |
AVUVAVANTIS US SMALL CAP VALUE ETF | $213K |
IJRISHARES CORE S&P SMALL CAP ETF IV | $194K |
MCDMCDONALDS CORP | $175K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $174K |
SDYSPDR S&P DIVIDEND ETF IV | $168K |
ABBVABBVIE INC | $163K |
GSGOLDMAN SACHS GROUP INC | $152K |
BNBROOKFIELD CORP FCLASS A | $139K |
ESGUISHARES ESG AWARE MSCI USA ETF | $137K |
WMTWALMART INC | $136K |
AMGNAMGEN INC | $134K |
MOALTRIA GROUP INC | $127K |
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | $111K |
AMTAMERICAN TOWER CORP NEW REIT | $111K |
ANETEURARISTA NETWORKS INC | $106K |
WFCWELLS FARGO & CO | $98K |
TAT&T INC | $97K |
DISDISNEY WALT CO | $95K |
TRVCCITIGROUP INC | $94K |
NDQINVESCO QQQ-U ETF | $93K |
ESGRENSTAR GROUP LIMITED F | $92K |
CEGCONSTELLATION ENERGY COR | $90K |
ACSVAMERICAN CENTURY QUALITYPREF ETF | $89K |
SMHVANECK SEMICONDUCTOR ETF | $85K |
TSLATESLA INC | $83K |
RTXRTX CORP | $79K |
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $77K |
BMYBRISTOL MYERS SQUIBB CO | $76K |
DUKDUKE ENERGY CORP NEW | $75K |
TFCTRUIST FINL CORP | $71K |
ORCLORACLE CORP | $71K |
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