Investment Research & Advisory Group, Inc. holdings history

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403 is the total number of securities Investment Research & Advisory Group, Inc. has owned. The longest Investment Research & Advisory Group, Inc. has owned a single stock is 16 quarters.

Investment Research & Advisory Group, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD S&P 500 ETF161617.80%20.82%31.58%Q4 2019Q3 202316
AAPL APPLE INC16165.56%8.16%9.67%Q4 2019Q3 202316
MSFT MICROSOFT CORP16163.88%4.67%5.31%Q4 2019Q3 202316
AMZN AMAZON.COM INC16162.15%3.68%4.90%Q4 2019Q3 202316
MA MASTERCARD INC CLASS A16162.80%3.21%3.89%Q4 2019Q3 202316
GOOGL ALPHABET INC. CLASS A16161.98%2.86%3.45%Q4 2019Q3 202316
V VISA INC CLASS A16162.36%2.79%3.43%Q4 2019Q3 202316
BLK BLACKROCK INC16161.52%2.24%2.63%Q4 2019Q3 202316
IQV IQVIA HOLDINGS INC16161.40%2.20%2.62%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16161.63%2.09%2.53%Q4 2019Q3 202316
PYPL PAYPAL HOLDINGS INCORPOR16160.02%2.09%3.83%Q4 2019Q3 202316
SCHW THE CHARLES SCHWAB CORP16161.16%2.07%2.81%Q4 2019Q3 202316
UNH UNITEDHEALTH GRP INC16160.92%1.75%2.42%Q4 2019Q3 202316
FB META PLATFORMS INC CLA...16160.69%1.68%2.20%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16161.30%1.62%1.92%Q4 2019Q3 202316
CRM SALESFORCE INC16160.12%1.54%2.25%Q4 2019Q3 202316
CMCSA COMCAST HOLDINGS INC16160.69%1.52%1.95%Q4 2019Q3 202316
CB CHUBB LTD F16160.62%1.45%1.90%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16161.21%1.42%1.69%Q4 2019Q3 202316
SPYX SPDR S&P 500 ETF IV16160.35%1.42%4.66%Q4 2019Q3 202316
SBUX STARBUCKS CORP16160.04%1.40%1.78%Q4 2019Q3 202316
DIS WALT DISNEY CO16160.54%1.25%1.91%Q4 2019Q3 202316
VB VANGUARD SMALL CAP ETF IV16160.43%1.14%4.38%Q4 2019Q3 202316
GD GENERAL DYNAMICS CO16160.45%1.13%1.44%Q4 2019Q3 202316
PM PHILIP MORRIS INTL16160.12%1.05%1.41%Q4 2019Q3 202316
VXUS VANGUARD TOTAL INTERNT...16160.31%0.95%5.87%Q4 2019Q3 202316
KMX CARMAX INC16160.21%0.87%1.29%Q4 2019Q3 202316
UBER UBER TECHNOLOGIES INC16160.52%0.86%1.49%Q4 2019Q3 202316
BND VANGUARD TOTAL BOND MA...16160.20%0.83%5.96%Q4 2019Q3 202316
PG PROCTER & GAMBLE16160.03%0.77%1.03%Q4 2019Q3 202316
BDX BECTON DICKINSON&CO16160.03%0.77%1.44%Q4 2019Q3 202316
MCD MCDONALDS CORP16160.00%0.70%1.44%Q4 2019Q3 202316
HD HOME DEPOT INC16160.41%0.54%0.69%Q4 2019Q3 202316
LLY LILLY ELI & CO16160.29%0.51%0.93%Q4 2019Q3 202316
HON HONEYWELL INTL INC16160.00%0.43%1.64%Q4 2019Q3 202316
IVV ISHARES CORE S&P 500 ...16160.08%0.32%0.58%Q4 2019Q3 202316
VEU VANGUARD FTSE ALL WORL...16160.24%0.31%0.80%Q4 2019Q3 202316
IJH ISHARES CORE S&P MID C...16160.14%0.28%0.38%Q4 2019Q3 202316
MDY SPDR S&P MIDCAP 400 ET...16160.21%0.25%0.30%Q4 2019Q3 202316
GOOG ALPHABET INC. CLASS C16160.17%0.24%0.30%Q4 2019Q3 202316
QQQ INVSC QQQ TRUST SRS 1 ...16160.18%0.24%0.27%Q4 2019Q3 202316
FDX FEDEX CORP16160.13%0.18%0.24%Q4 2019Q3 202316
PANW PALO ALTO NETWORKS16160.08%0.17%0.28%Q4 2019Q3 202316
MRK MERCK & CO. INC.16160.12%0.15%0.18%Q4 2019Q3 202316
LOW LOWES COS INC16160.09%0.14%0.18%Q4 2019Q3 202316
SNPS SYNOVUS FINL CO16160.09%0.14%0.21%Q4 2019Q3 202316
KO THE COCA-COLA CO16160.07%0.14%0.25%Q4 2019Q3 202316
AMGN AMGEN INC.16160.08%0.10%0.14%Q4 2019Q3 202316
ABBV ABBVIE INC16160.06%0.10%0.13%Q4 2019Q3 202316
SDY SPDR S&P DIVIDEND ETF IV16160.08%0.10%0.12%Q4 2019Q3 202316
IJT ISHARES S&P SMLL CAP 6...16160.08%0.10%0.12%Q4 2019Q3 202316
IJR ISHARES CORE S&P SMALL...16160.02%0.09%0.12%Q4 2019Q3 202316
BAC BANK OF AMERICA CORP16160.05%0.09%0.20%Q4 2019Q3 202316
NKE NIKE INC CLASS B16160.05%0.09%0.14%Q4 2019Q3 202316
IJS ISHARES S&P SMALL CAP ...16160.06%0.08%0.10%Q4 2019Q3 202316
VTI VANGUARD TOTAL STOCK M...16160.00%0.08%0.21%Q4 2019Q3 202316
DVY ISHARES SELECT DIVIDEN...16160.06%0.08%0.10%Q4 2019Q3 202316
MDLZ MONDELEZ INTL CLASS A16160.06%0.07%0.08%Q4 2019Q3 202316
ABT ABBOTT LABORATORIES16160.05%0.07%0.08%Q4 2019Q3 202316
GIS GENERAL MILLS INC16160.05%0.07%0.08%Q4 2019Q3 202316
MHK MOHAWK INDUSTRIES16160.02%0.06%0.23%Q4 2019Q3 202316
IBB ISHARES NASDAQ BIOTECH...16160.04%0.06%0.08%Q4 2019Q3 202316
O REALTY INCOME CORP REIT16160.04%0.06%0.09%Q4 2019Q3 202316
CVX CHEVRON CORP16160.04%0.06%0.08%Q4 2019Q3 202316
ESGR ENSTAR GROUP LTD F16160.04%0.06%0.10%Q4 2019Q3 202316
BNDX VANGUARD TOTAL INTERNA...16160.04%0.06%0.14%Q4 2019Q3 202316
BMY BRISTOL-MYERS SQUIBB16160.04%0.05%0.07%Q4 2019Q3 202316
BSV VANGUARD SHORT-TERM BO...16160.04%0.05%0.07%Q4 2019Q3 202316
PNC PNC FINL SERVICES16160.03%0.05%0.07%Q4 2019Q3 202316
DUK DUKE ENERGY CORP NEW16160.03%0.05%0.08%Q4 2019Q3 202316
APD AIR PROD & CHEMICALS16160.03%0.04%0.09%Q4 2019Q3 202316
MO ALTRIA GROUP INC16160.03%0.04%0.07%Q4 2019Q3 202316
EW EDWARDS LIFESCIENCES16160.02%0.04%0.05%Q4 2019Q3 202316
C CITIGROUP INC16160.02%0.03%0.05%Q4 2019Q3 202316
WDAY WORKDAY INC CLASS A16160.02%0.03%0.04%Q4 2019Q3 202316
TD TORONTO DOMINION BK SR F16160.02%0.03%0.03%Q4 2019Q3 202316
NUV NUVEEN MUNICIPAL VALUE C16160.02%0.03%0.04%Q4 2019Q3 202316
PTON PELOTON INTERACTIVE INC16160.00%0.03%0.10%Q4 2019Q3 202316
CHKP CHECK PT SOFTWARE F16160.02%0.03%0.03%Q4 2019Q3 202316
HRL HORMEL FOODS CORP16160.02%0.02%0.03%Q4 2019Q3 202316
CRUS CIRRUS LOGIC INC16160.01%0.02%0.02%Q4 2019Q3 202316
GILD GILEAD SCIENCES INC16160.01%0.02%0.02%Q4 2019Q3 202316
PEP PEPSICO INC16160.00%0.01%0.01%Q4 2019Q3 202316
DD DUPONT DE NEMOURS INC IA16160.00%0.01%0.02%Q4 2019Q3 202316
AGG ISHARES CORE US AGGRGT...16160.00%0.01%0.02%Q4 2019Q3 202316
EMR EMERSON ELECTRIC CO16160.01%0.01%0.01%Q4 2019Q3 202316
CTVA CORTEVA INC16160.00%0.01%0.01%Q4 2019Q3 202316
EFA ISHARES MSCI EAFE ETF IV16160.00%0.00%0.00%Q4 2019Q3 202316
LPLA LPL FINL HLDGS16160.00%0.00%0.00%Q4 2019Q3 202316
EPD ENTERPRISE PRODS PART LP16160.00%0.00%0.01%Q4 2019Q3 202316
CAT CATERPILLAR INC EDEL16160.00%0.00%0.00%Q4 2019Q3 202316
CL COLGATE-PALMOLIVE CO15150.05%0.06%0.08%Q4 2019Q2 202315
D DOMINION ENERGY INC15150.03%0.06%0.09%Q4 2019Q2 202315
SQ SQUARE INC15150.00%0.03%0.07%Q1 2020Q3 202315
ZBH ZIMMER BIOMET HLDGS15150.02%0.03%0.04%Q4 2019Q2 202315
WFC WELLS FARGO CO15150.01%0.02%0.05%Q1 2020Q3 202315
MMM 3M CO1310.00%0.62%0.96%Q4 2019Q3 202314
NVS NOVARTIS AG ...14140.10%0.53%1.34%Q4 2019Q1 202314
VDE VANGUARD ENERGY ETF IV14140.13%0.23%0.32%Q2 2020Q3 202314
ADBE ADOBE INC14140.00%0.22%1.10%Q2 2020Q3 202314
PFGC PERFORMANCE FOOD GROUP CO14140.01%0.02%0.02%Q2 2020Q3 202314
LH LABORATORY CORP OF AME...1210.03%0.47%1.05%Q4 2019Q3 202313
PLD PROLOGIS INC. REIT940.00%0.03%0.05%Q4 2019Q3 202313
PENN PENN NTNL GAMING12120.00%0.02%0.09%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.01%0.01%0.07%Q4 2020Q3 202312
IWF ISHARES RUSSELL 1000 ...840.01%0.01%0.02%Q4 2019Q3 202312
VZ VERIZON COMMUNICATN710.00%0.01%0.01%Q4 2019Q3 202312
PFNX PFIZER INC11110.37%1.59%2.50%Q4 2019Q2 202211
TSM TAIWAN SEMICONDUCTR FS...11110.00%0.68%1.19%Q1 2021Q3 202311
GE GENERAL ELECTRIC CO11110.23%0.41%0.52%Q4 2019Q2 202211
LYFT LYFT INC11110.07%0.33%0.57%Q4 2019Q2 202211
IRT INDEPENDENCE REALTY REIT740.02%0.30%0.59%Q4 2019Q3 202311
BBT TRUIST FINL CORP (BB&T...11110.12%0.23%0.46%Q4 2019Q2 202211
ORCL ORACLE CORP920.02%0.08%0.36%Q4 2019Q3 202311
ACN ACCENTURE PLC IRELAND1010.00%0.02%0.07%Q4 2019Q3 202311
GSK GSK PLC ADR11110.01%0.02%0.04%Q4 2019Q2 202211
SVC SERVICE PPTYS TR REIT11110.00%0.01%0.02%Q4 2019Q2 202211
CGC CANOPY GROWTH CORP F740.00%0.00%0.00%Q4 2019Q3 202311
NVDA NVIDIA CORP820.01%1.20%3.33%Q1 2020Q3 202310
DELTA AIR LINES INC DEL10100.22%0.52%0.68%Q1 2020Q2 202210
IVW ISHARES S&P 500 GROWTH...10100.27%0.34%0.50%Q2 2021Q3 202310
IVE ISHARES S&P 500 VALUE ...10100.22%0.27%0.41%Q2 2021Q3 202310
AMT AMERN TOWER CORP REIT10100.16%0.19%0.23%Q4 2019Q1 202210
MINT PIMCO ENHNCD SHRT MATR...910.04%0.10%0.22%Q4 2019Q3 202210
MMP MAGELLAN MIDSTREAM PA LP10100.01%0.02%0.03%Q4 2019Q1 202210
SCHG SCHWAB US LARGE CAP GR...910.01%0.01%0.02%Q4 2019Q2 202310
HR HLTHCARE REALTY TR REIT10100.01%0.01%0.02%Q4 2019Q1 202210
WMT WALMART INC10100.00%0.01%0.01%Q2 2021Q3 202310
MDT MEDTRONIC PLC F10100.01%0.01%0.01%Q2 2021Q3 202310
CERN CERNER CORP990.78%1.09%1.28%Q4 2019Q4 20219
COST COSTCO WHOLESALE CORP NEW810.06%0.98%1.42%Q4 2019Q3 20239
CHH CHOICE HOTELS INTL990.31%0.53%0.76%Q3 2021Q3 20239
UL UNILEVER PLC990.06%0.52%1.03%Q4 2019Q4 20219
UPS UNITED PARCEL SRVC CLA...810.00%0.45%1.61%Q2 2021Q3 20239
EIX EDISON INTERNTNL990.04%0.04%0.07%Q4 2019Q4 20219
PSX PHILLIPS 66990.03%0.04%0.06%Q4 2019Q4 20219
GS GOLDMAN SACHS GROUP810.01%0.02%0.03%Q2 2020Q3 20239
ULTA BEAUTY INC.990.02%0.02%0.02%Q1 2020Q1 20229
NVO NOVO-NORDISK AS VORMAL...990.01%0.02%0.02%Q3 2021Q3 20239
COP CONOCOPHILLIPS990.01%0.02%0.03%Q4 2019Q4 20219
CSCO CISCO SYSTEMS INC990.01%0.02%0.04%Q3 2021Q3 20239
GL GLOBE LIFE INC990.01%0.01%0.02%Q3 2021Q3 20239
VTR VENTAS INC REIT990.01%0.01%0.02%Q4 2019Q4 20219
PRU PRUDENTIAL FINL810.00%0.01%0.01%Q4 2019Q3 20239
NVST ENVISTA HOLDINGS CORP990.00%0.00%0.00%Q4 2019Q4 20219
BABA ALIBABA GROUP HOLDING LTD880.96%1.66%2.40%Q4 2019Q3 20218
INTC INTEL CORP530.00%0.98%1.86%Q4 2019Q3 20238
BA BOEING CO880.08%0.10%0.12%Q4 2021Q3 20238
AMD ADVANCED MICRO DEVICES I880.04%0.05%0.06%Q4 2021Q3 20238
BAMR BROOKFIELD REINSURANCE F880.01%0.04%0.08%Q4 2021Q3 20238
ENB ENBRIDGE INC F880.02%0.04%0.06%Q4 2021Q3 20238
AA ALCOA CORP880.02%0.03%0.06%Q4 2021Q3 20238
ZTS ZOETIS INC CLASS A880.01%0.02%0.11%Q4 2021Q3 20238
XLK TECHNOLOGY SELECT SECT...880.02%0.02%0.02%Q4 2021Q3 20238
AVGO BROADCOM INC880.01%0.01%0.02%Q4 2021Q3 20238
NOW SERVICE NOW INC880.01%0.01%0.02%Q4 2021Q3 20238
ADSK AUTODESK INC880.01%0.01%0.02%Q4 2021Q3 20238
XLV SELECT SECTOR HEALTH C...880.01%0.01%0.01%Q4 2021Q3 20238
XLF SELECT STR FINANCIAL S...880.01%0.01%0.01%Q4 2021Q3 20238
MUSA MURPHY USA INC880.01%0.01%0.01%Q4 2021Q3 20238
XLY SPDR FUND CONSUMER DIS...880.01%0.01%0.01%Q4 2021Q3 20238
SHOP SHOPIFY INC FCLASS A620.00%0.01%0.04%Q4 2019Q3 20238
IT GARTNER INC880.01%0.01%0.01%Q4 2021Q3 20238
VTV VANGUARD VALUE ETF620.01%0.01%0.02%Q4 2020Q3 20238
ORLY O REILLY AUTOMOTIVE880.01%0.01%0.01%Q4 2021Q3 20238
SPDW SPDR PORTFOLIO DVLPD W...880.01%0.01%0.01%Q4 2021Q3 20238
VO VANGUARD MID CAP ETF880.00%0.01%0.01%Q4 2021Q3 20238
OGN ORGANON & CO880.00%0.00%0.01%Q4 2021Q3 20238
SPEM SPDR INDEX SHARES EMER...880.00%0.00%0.00%Q4 2021Q3 20238
RVLV REVOLVE GROUP INC CLASS A620.00%0.00%0.01%Q2 2020Q3 20238
WBA WALGREENS BOOTS ALLIANCE440.00%0.00%0.01%Q4 2019Q3 20238
COOP MR COOPER GROUP INC440.00%0.00%0.00%Q4 2019Q3 20238
IWB ISHARES RUSSELL 1000 ...770.19%0.24%0.27%Q4 2019Q2 20217
SCHX SCHWAB US LARGE CAP ETF770.02%0.02%0.02%Q2 2020Q4 20217
HOG HARLEY DAVIDSON INC770.00%0.00%0.00%Q1 2022Q3 20237
DOW DOW INC770.00%0.00%0.00%Q1 2022Q3 20237
HAL HALLIBURTON CO HLDG770.00%0.00%0.01%Q4 2019Q2 20217
XERS XERIS PHARMACEUTICALS INC770.00%0.00%0.00%Q4 2020Q2 20227
IEMG ISHARES INC CORE MSCI ...660.00%0.04%0.08%Q4 2020Q1 20226
DKNG DRAFTKINGS INC NEW660.00%0.04%0.10%Q1 2021Q2 20226
IDXX IDEXX LABS INC660.01%0.01%0.01%Q2 2022Q3 20236
STT STATE STREET CORP660.01%0.01%0.01%Q2 2022Q3 20236
MELI MERCADOLIBRE INC660.00%0.01%0.01%Q2 2022Q3 20236
DXCM DEXCOM INC660.01%0.01%0.01%Q2 2022Q3 20236
SEDG SOLAREDGE TECH660.00%0.01%0.01%Q2 2022Q3 20236
LULU LULULEMON ATHLETICA660.01%0.01%0.01%Q2 2022Q3 20236
GM GENERAL MOTORS CO660.01%0.01%0.01%Q2 2022Q3 20236
TEAM ATLASSIAN CORP PLC660.00%0.01%0.01%Q2 2022Q3 20236
ZM ZOOM VIDEO COMMUNICATI...660.00%0.01%0.01%Q2 2022Q3 20236
SE SEA LTD FUNSPONSORED A...660.00%0.00%0.01%Q2 2022Q3 20236
CRWD CROWDSTRIKE HLDGS INC ...660.00%0.00%0.01%Q2 2022Q3 20236
MTCH MATCH GROUP INC NEW660.00%0.00%0.01%Q2 2022Q3 20236
WOLFSPEED INC660.00%0.00%0.01%Q2 2022Q3 20236
PFE PFIZER INC551.30%1.77%2.22%Q3 2022Q3 20235
GMS GMS INC550.60%0.86%1.03%Q4 2019Q4 20205
DAL DELTA AIR LINES INC DEL550.71%0.77%0.95%Q3 2022Q3 20235
GENERAL ELECTRIC CO550.61%0.75%0.82%Q3 2022Q3 20235
TFC TRUIST FINL CORP550.13%0.26%0.34%Q3 2022Q3 20235
ZETA ZETA GLOBAL HOLDINGS COR550.10%0.16%0.24%Q3 2022Q3 20235
BECN BEACON ROOFING SUPPL550.07%0.15%0.21%Q1 2020Q1 20215
SO SOUTHERN CO410.01%0.02%0.06%Q4 2019Q2 20225
VOOG VANGUARD S&P 500 GROWT...550.01%0.01%0.01%Q4 2019Q4 20205
OXY OCCIDENTAL PETROL CO550.01%0.01%0.01%Q3 2022Q3 20235
VYM VANGUARD HIGH DIVIDEND...320.00%0.00%0.01%Q3 2021Q3 20235
DRAFTKINGS INC NEW CLA...550.00%0.00%0.00%Q3 2022Q3 20235
XRX XERIS PHARMACEUTICALS IN550.00%0.00%0.00%Q3 2022Q3 20235
ALLBIRDS INC CLASS A410.00%0.00%0.00%Q2 2022Q3 20235
RBLX ROBLOX CORP CLASS A410.00%0.00%0.00%Q4 2021Q3 20235
BBU BROOKFIELD BUSINESS P LP410.00%0.00%0.00%Q4 2021Q3 20235
ORION OFFICE REIT INC ...410.00%0.00%0.00%Q2 2022Q3 20235
UN UNILEVER N V440.41%0.80%1.07%Q4 2019Q3 20204
IWD ISHARES RUSSELL 1000 ...440.06%0.07%0.09%Q4 2019Q3 20204
BROOKFIELD CORP FCLASS A440.04%0.04%0.05%Q4 2022Q3 20234
IWN ISHARES RUSSELL 2000 ...440.02%0.02%0.03%Q4 2019Q3 20204
IWO ISHARES RUSSELL 2000 ...440.02%0.02%0.02%Q4 2019Q3 20204
XOM EXXON MOBIL CORP440.00%0.01%0.03%Q4 2019Q3 20204
KIM KIMCO REALTY CORP ...440.01%0.01%0.02%Q4 2019Q3 20204
BUD ANHEUSER BUSCH INBEV S440.01%0.01%0.01%Q4 2019Q3 20204
MCHI ISHARES MSCI CHINA ETF440.00%0.01%0.01%Q4 2022Q3 20234
SOFI SOFI TECHNOLOGIES INC440.00%0.00%0.00%Q4 2022Q3 20234
MFA FINL, INC. REIT440.00%0.00%0.00%Q4 2022Q3 20234
WAB WABTEC440.00%0.00%0.00%Q4 2022Q3 20234
NAV NAVISTAR INTL CORP440.00%0.00%0.00%Q4 2019Q3 20204
MU MICRON TECHNOLOGY440.00%0.00%0.00%Q4 2022Q3 20234
MRNA MODERNA INC440.00%0.00%0.00%Q4 2022Q3 20234
FANG DIAMONDBACK ENERGY440.00%0.00%0.00%Q4 2022Q3 20234
IIPR INNOVATIVE INDUSTRIAL ...440.00%0.00%0.00%Q4 2022Q3 20234
SPCE VIRGIN GALACTIC HLDGS ...440.00%0.00%0.00%Q4 2022Q3 20234
SNOW SNOWFLAKE INC CLASS A440.00%0.00%0.00%Q4 2022Q3 20234
VTRS VIATRIS INC440.00%0.00%0.00%Q4 2022Q3 20234
BROOKFIELD BUSINESS CO...440.00%0.00%0.00%Q4 2022Q3 20234
FISV FISERV INC331.16%1.24%1.28%Q1 2023Q3 20233
ASML ASML HOLDING N V FSPON...331.01%1.07%1.14%Q1 2023Q3 20233
VEEV VEEVA SYSTEMS INC CLASS A330.05%0.40%1.05%Q1 2023Q3 20233
GE HEALTHCARE TECHNOLOGI330.01%0.15%0.22%Q1 2023Q3 20233
MCK MCKESSON CORP330.07%0.10%0.12%Q3 2020Q1 20213
HOME AT HOME GROUP INC330.03%0.05%0.09%Q4 2019Q2 20203
USMV ISHARES MSCI USA MIN V...210.00%0.04%0.07%Q3 2020Q2 20233
QUAL ISHARS EDG MSCI USA QL...210.00%0.01%0.03%Q1 2020Q1 20213
BIDU BAIDU COM INC330.00%0.01%0.01%Q4 2019Q2 20203
WAL WESTERN ALLIANCE BNC210.01%0.01%0.01%Q4 2019Q1 20223
IEFA ISHARES TR CORE MSCI EAFE210.00%0.00%0.00%Q4 2020Q3 20213
BXMT BLACKSTONE MTG TR REIT330.00%0.00%0.00%Q1 2023Q3 20233
UNG UNITED STATES NATURAL ...330.00%0.00%0.00%Q1 2023Q3 20233
CELH CELSIUS HOLDINGS INC330.00%0.00%0.00%Q1 2023Q3 20233
ZIMVIE INC330.00%0.00%0.00%Q4 2022Q2 20233
ESGU ISHARES ESG AWARE MSCI...220.05%0.06%0.08%Q2 2023Q3 20232
TSLA TESLA INC220.05%0.06%0.06%Q2 2023Q3 20232
VUG VANGUARD INDEX FDS GRO...220.04%0.05%0.06%Q4 2020Q1 20212
ISHARES CORE S&P TOTAL...220.04%0.05%0.06%Q2 2023Q3 20232
PAYX PAYCHEX INC220.00%0.04%0.08%Q4 2019Q1 20202
VWO VANGUARD FTSE EMERGING...110.01%0.03%0.04%Q1 2022Q2 20232
NEE NEXTERA ENERGY INC110.00%0.02%0.04%Q4 2019Q2 20212
FFIV F5 NETWORKS INC220.02%0.02%0.03%Q4 2019Q1 20202
QQQJ INVESCO NASDAQ NEXT GE...220.02%0.02%0.02%Q2 2023Q3 20232
PPG PPG INDUSTRIES INC110.01%0.02%0.03%Q4 2019Q2 20212
VPL VANGUARD FTSE PACIFIC220.01%0.01%0.01%Q4 2021Q1 20222
GSK PLC ADR ...220.01%0.01%0.01%Q3 2022Q4 20222
XLC COMMUNICAT SVS SLCT SEC220.01%0.01%0.01%Q4 2021Q1 20222
IEUR ISHARES CORE MSCI EURO...220.01%0.01%0.01%Q4 2021Q1 20222
VIG VANGUARD DIVIDEND APPR...220.01%0.01%0.01%Q2 2023Q3 20232
WEN WENDYS CO220.01%0.01%0.01%Q4 2021Q1 20222
EXP EAGLE MATERIALS INC220.01%0.01%0.01%Q4 2021Q1 20222
DSGX DESCARTES SYS GROUP220.01%0.01%0.01%Q4 2021Q1 20222
ZBRA ZEBRA TECHNOLOGIES220.01%0.01%0.01%Q4 2021Q1 20222
ODFL OLD DOMINION FREIGHT220.01%0.01%0.01%Q4 2021Q1 20222
CTLT CATALENT INC220.01%0.01%0.01%Q4 2021Q1 20222
T AT&T INC220.01%0.01%0.01%Q2 2023Q3 20232
FND FLOOR & DECOR HOLDINGS I220.01%0.01%0.01%Q4 2019Q1 20202
LAD LITHIA MOTORS INC220.01%0.01%0.01%Q4 2021Q1 20222
CRH CRH PUBLIC LIMITED CO F220.01%0.01%0.01%Q2 2023Q3 20232
VCEL VERICEL CORP220.01%0.01%0.01%Q4 2021Q1 20222
CREE CREE, INC220.00%0.00%0.01%Q4 2021Q1 20222
IYG ISHARES US FINANCIAL S...220.00%0.00%0.00%Q4 2021Q1 20222
PRCH PORCH GROUP INC220.00%0.00%0.01%Q4 2021Q1 20222
XLI SELECT SECTOR INDUSTRI...220.00%0.00%0.00%Q4 2021Q1 20222
CNYA ISHARES MSCI CHINA A ETF220.00%0.00%0.00%Q2 2023Q3 20232
HALEON PLC ...220.00%0.00%0.00%Q3 2022Q4 20222
XLE ENERGY SELECT SECTOR220.00%0.00%0.00%Q4 2021Q1 20222
SNSE SENSEONICS HOLDINGS220.00%0.00%0.00%Q3 2021Q4 20212
EEM ISHARES MSCI EMG MKT ETF220.00%0.00%0.00%Q4 2020Q1 20212
ETSY ETSY INC220.00%0.00%0.00%Q4 2021Q1 20222
DRI DARDEN RESTAURANTS INC220.00%0.00%0.00%Q4 2019Q1 20202
SPHY SPDR PORTFOLIO HIGH YI...220.00%0.00%0.00%Q2 2023Q3 20232
WARNER BROTHERS DISCOVER220.00%0.00%0.00%Q2 2023Q3 20232
MFA MFA FINL, INC.220.00%0.00%0.00%Q1 2022Q2 20222
LBRDK LIBERTY BROADBAND CO220.00%0.00%0.00%Q4 2021Q1 20222
SNA SNAP ON INC220.00%0.00%0.00%Q4 2019Q1 20202
ZNGA ZYNGA INC220.00%0.00%0.00%Q2 2020Q3 20202
BKNG BOOKING HOLDINGS INC112.29%2.29%2.29%Q4 2019Q4 20191
ADM ARCHER-DANIELS-MIDLN111.46%1.46%1.46%Q3 2023Q3 20231
BBEU JPMORGAN BETABUILDERS ...110.22%0.22%0.22%Q2 2021Q2 20211
UNP UNION PACIFIC CORP110.21%0.21%0.21%Q4 2019Q4 20191
BBJP JPMORGAN BETABUILDERS ...110.20%0.20%0.20%Q2 2021Q2 20211
SCHO SCHWAB SHORT TERM US ...110.18%0.18%0.18%Q2 2021Q2 20211
FORTREA HOLDINGS INC110.12%0.12%0.12%Q2 2023Q2 20231
IEI ISHARES 3-7 YEAR TRERY...110.11%0.11%0.11%Q2 2021Q2 20211
ADP AUTO DATA PROCESSING110.09%0.09%0.09%Q4 2019Q4 20191
BBCA JPMORGAN BETABUILDERS ...110.08%0.08%0.08%Q2 2021Q2 20211
MMC MARSH & MC LENNAN CO110.07%0.07%0.07%Q4 2019Q4 20191
BBAX JPMORGAN BETABUILDERS ...110.07%0.07%0.07%Q2 2021Q2 20211
SRE SEMPRA ENERGY110.06%0.06%0.06%Q4 2019Q4 20191
CLX CLOROX CO DEL110.06%0.06%0.06%Q4 2019Q4 20191
PPL PPL CORP110.06%0.06%0.06%Q4 2019Q4 20191
MUB ISHARES NATIONAL MUNI ...110.04%0.04%0.04%Q1 2022Q1 20221
SCHF SCHWAB INTERNATIONAL E...110.04%0.04%0.04%Q2 2023Q2 20231
WEC WEC ENERGY GROUP INC110.04%0.04%0.04%Q4 2019Q4 20191
VGSH VANGUARD SHORT TERM ...110.04%0.04%0.04%Q2 2021Q2 20211
VV VANGUARD INDEX FDS LAR...110.04%0.04%0.04%Q4 2020Q4 20201
DHR DANAHER CORP110.04%0.04%0.04%Q4 2019Q4 20191
SCHD SCHWAB US DIVIDEND EQU...110.04%0.04%0.04%Q2 2023Q2 20231
PAPR INNOVATOR US EQUITY PO...110.03%0.03%0.03%Q2 2023Q2 20231
UTX UNITED TECHNOLOGIES CORP110.03%0.03%0.03%Q4 2019Q4 20191
SHY ISHARES 1-3 YEAR TREAS...110.03%0.03%0.03%Q2 2021Q2 20211
VMBS VANGUARD MORTGAGE BACK...110.02%0.02%0.02%Q2 2021Q2 20211
EZU ISHARES MSCI EUROZONE ETF110.02%0.02%0.02%Q2 2023Q2 20231
USO UNITED STATES OIL ETF110.02%0.02%0.02%Q3 2023Q3 20231
VOE VANGUARD MID CAP VALUE...110.02%0.02%0.02%Q1 2022Q1 20221
K KELLOGG CO110.02%0.02%0.02%Q2 2022Q2 20221
FICO FAIR ISAAC CORP110.02%0.02%0.02%Q4 2019Q4 20191
EMB ISHARES JPMORGAN USD M...110.02%0.02%0.02%Q1 2022Q1 20221
VBR VANGUARD SMALL CAP VAL...110.02%0.02%0.02%Q1 2022Q1 20221
SLB SCHLUMBERGER LTD110.02%0.02%0.02%Q4 2019Q4 20191
TTD THE TRADE DESK INC110.01%0.01%0.01%Q4 2019Q4 20191
ENV ENVESTNET INC110.01%0.01%0.01%Q4 2019Q4 20191
DIMENSIONAL INTERNATIO...110.01%0.01%0.01%Q2 2023Q2 20231
POOL POOL CORP110.01%0.01%0.01%Q4 2019Q4 20191
DEM WISDOMTREE EMRG MRKT H...110.01%0.01%0.01%Q2 2023Q2 20231
VNQ VANGUARD REAL ESTATE ...110.01%0.01%0.01%Q2 2022Q2 20221
IBP INSTALLED BLDG PRODS110.01%0.01%0.01%Q4 2019Q4 20191
CYBR CYBERARK SOFTWRE LTD110.01%0.01%0.01%Q4 2019Q4 20191
CONE CYRUSONE LLC110.01%0.01%0.01%Q4 2019Q4 20191
VLUE ISHARES MSCI USA VALUE...110.01%0.01%0.01%Q2 2023Q2 20231
IWP ISHARES RUS MD CP GR ETF110.01%0.01%0.01%Q4 2020Q4 20201
POR PORTLAND GENERL ELEC110.01%0.01%0.01%Q4 2019Q4 20191
COF CAPITAL ONE FC110.01%0.01%0.01%Q3 2023Q3 20231
MORN MORNINGSTAR INC110.01%0.01%0.01%Q4 2019Q4 20191
EHC ENCOMPASS HEALTH CORP110.01%0.01%0.01%Q4 2019Q4 20191
CBU COMMUNITY BANK SYS110.01%0.01%0.01%Q4 2019Q4 20191
EME EMCOR GROUP INC110.01%0.01%0.01%Q4 2019Q4 20191
FCNCA FIRST CITIZENS BANCSHA...110.01%0.01%0.01%Q4 2019Q4 20191
KLXE KLX ENERGY SERVICES HO...110.01%0.01%0.01%Q4 2020Q4 20201
OMCL OMNICELL INC110.01%0.01%0.01%Q4 2019Q4 20191
PSB PS BUSINESS PARKS ...110.01%0.01%0.01%Q4 2019Q4 20191
FN FABRINET110.01%0.01%0.01%Q4 2019Q4 20191
FOXF FOX FACTORY HOLDING110.01%0.01%0.01%Q4 2019Q4 20191
AMN AMN HEALTHCARE SRVCS110.01%0.01%0.01%Q4 2019Q4 20191
FDEV FIDELITY INTERNATIONAL...110.01%0.01%0.01%Q4 2022Q4 20221
CRI CARTERS INC110.01%0.01%0.01%Q4 2019Q4 20191
JULZ TRUESHARES STRUCTURE O...110.01%0.01%0.01%Q2 2023Q2 20231
ALOT ASTRONOVA INC110.01%0.01%0.01%Q4 2021Q4 20211
VTIP VANGUARD SHRT INF PROT...110.01%0.01%0.01%Q1 2022Q1 20221
ADI ANALOG DEVICES INC110.01%0.01%0.01%Q2 2021Q2 20211
BK BANK OF NY MELLON CO110.01%0.01%0.01%Q4 2019Q4 20191
B BARNES GROUP INC110.01%0.01%0.01%Q4 2019Q4 20191
ALRM ALARM COM HLDGS INC110.01%0.01%0.01%Q4 2019Q4 20191
CME CME GROUP INC110.01%0.01%0.01%Q2 2021Q2 20211
DOV DOVER CORP110.01%0.01%0.01%Q2 2021Q2 20211
TXN TEXAS INSTRUMENTS110.01%0.01%0.01%Q2 2021Q2 20211
TCF TCF FINANCIAL CORP NEW110.01%0.01%0.01%Q4 2019Q4 20191
SHO SUNSTONE HOTEL INVTS ...110.01%0.01%0.01%Q4 2019Q4 20191
TROW T ROWE PRICE GROUP110.01%0.01%0.01%Q2 2021Q2 20211
PNOV INNOVATOR US EQY POWER...110.01%0.01%0.01%Q2 2023Q2 20231
UBSI UNITED BANKSHRS INC110.01%0.01%0.01%Q4 2019Q4 20191
DELEK US HOLDINGS INC NEW110.01%0.01%0.01%Q4 2019Q4 20191
DWAT ARROW DWA TACTICAL MAC...110.01%0.01%0.01%Q3 2023Q3 20231
RTX RAYTHEON TECHNOLOGIES CO110.01%0.01%0.01%Q2 2021Q2 20211
ETN EATON CORP PLC F110.01%0.01%0.01%Q2 2021Q2 20211
PFEB INNOVATOR US EQUITY PO...110.01%0.01%0.01%Q2 2023Q2 20231
IAU ISHARES GOLD ETF110.01%0.01%0.01%Q2 2023Q2 20231
USB U S BANCORP110.01%0.01%0.01%Q2 2021Q2 20211
FIS FIDELITY NATL INFORMAT...110.00%0.00%0.00%Q2 2021Q2 20211
IGIB ISHARES TR ISHS 5-10YR...110.00%0.00%0.00%Q4 2020Q4 20201
FLTW FRANKLIN FTSE TAIWAN ETF110.00%0.00%0.00%Q3 2023Q3 20231
AXP AMERICAN EXPRESS CO110.00%0.00%0.00%Q2 2021Q2 20211
EOG EOG RESOURCES INC110.00%0.00%0.00%Q2 2021Q2 20211
PH PARKER-HANNIFIN CORP110.00%0.00%0.00%Q2 2021Q2 20211
FFIN 1ST FINL BANKSH110.00%0.00%0.00%Q3 2023Q3 20231
DE DEERE & CO110.00%0.00%0.00%Q2 2021Q2 20211
AJG GALLAGHER ARTHUR J & CO110.00%0.00%0.00%Q2 2021Q2 20211
NTRS NORTHERN TRUST CORP110.00%0.00%0.00%Q2 2021Q2 20211
NOC NORTHROP GRUMMAN CO110.00%0.00%0.00%Q2 2021Q2 20211
XEL XCEL ENERGY INC MINN110.00%0.00%0.00%Q2 2021Q2 20211
DIREXION DAILY AAPL BU...110.00%0.00%0.00%Q3 2023Q3 20231
CVS CVS HEALTH CORP110.00%0.00%0.00%Q2 2021Q2 20211
CMS CMS ENERGY CORP110.00%0.00%0.00%Q2 2021Q2 20211
SYY SYSCO CORP110.00%0.00%0.00%Q2 2021Q2 20211
TJX TJX COMPANIES INC110.00%0.00%0.00%Q2 2021Q2 20211
NSC NORFOLK SOUTHERN CO110.00%0.00%0.00%Q2 2021Q2 20211
RSG REPUBLIC SERVICES110.00%0.00%0.00%Q2 2021Q2 20211
IBM IBM CORP110.00%0.00%0.00%Q2 2021Q2 20211
RCL ROYAL CARIBBEAN GROUP F110.00%0.00%0.00%Q3 2020Q3 20201
TRAEGER INC110.00%0.00%0.00%Q4 2021Q4 20211
NRZ RITHM CAPITAL CORP REIT110.00%0.00%0.00%Q3 2023Q3 20231
PCG P G & E CORP110.00%0.00%0.00%Q3 2023Q3 20231
IAU ISHARES GOLD TR ETF110.00%0.00%0.00%Q3 2020Q3 20201
SCHP SCHWAB US TIPS ETF110.00%0.00%0.00%Q4 2020Q4 20201
BLL BALL CORP110.00%0.00%0.00%Q1 2023Q1 20231
IXC ISHARES GLOBAL ENERGY ...110.00%0.00%0.00%Q2 2020Q2 20201
AAL AMERICAN AIRLS GROUP110.00%0.00%0.00%Q3 2023Q3 20231
CALL ALPHABET INC. $14...110.00%0.00%0.00%Q3 2023Q3 20231
DBO INVESCO DB OIL FUND110.00%0.00%0.00%Q3 2023Q3 20231
FLNG FLEX LNG LTD110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including VANGUARD S&P 500 ETF, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Investment Research & Advisory Group, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Investment Research & Advisory Group, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Investment Research & Advisory Group, Inc. owns currently or has owned in the past.