$111 Million is the total value of Investment Research & Advisory Group, Inc.'s 151 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VDE | New | VANGUARD ENERGY ETFenergy etf | $199,000 | – | 3,965 | +100.0% | 0.18% | – |
| SCHX | New | SCHWAB US LARGE CAP ETFus lcap etf | $20,000 | – | 277 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP | $18,000 | – | 89 | +100.0% | 0.02% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $14,000 | – | 500 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcla | $0 | – | 3 | +100.0% | 0.00% | – |
| RVLV | New | REVOLVE GROUP INCcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| IXC | New | ISHARES GLOBAL ENERGY ETFglobal energy etf | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 16 | Q3 2023 | 31.6% |
| APPLE INC | 16 | Q3 2023 | 9.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.3% |
| AMAZON.COM INC | 16 | Q3 2023 | 4.9% |
| MASTERCARD INC CLASS A | 16 | Q3 2023 | 3.9% |
| ALPHABET INC. CLASS A | 16 | Q3 2023 | 3.5% |
| VISA INC CLASS A | 16 | Q3 2023 | 3.4% |
| BLACKROCK INC | 16 | Q3 2023 | 2.6% |
| IQVIA HOLDINGS INC | 16 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.5% |
View Investment Research & Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-19 |
View Investment Research & Advisory Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.