$135 Million is the total value of Investment Research & Advisory Group, Inc.'s 148 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 22.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD S&P 500 ETF | $23,978,000 | +6.6% | 69,765 | -4.6% | 17.80% | -4.7% |
| AAPL | Buy | APPLE INC | $12,005,000 | +14.7% | 90,470 | +0.1% | 8.91% | +2.5% |
| AMZN | Buy | AMAZON.COM INC | $6,113,000 | +3.7% | 1,877 | +0.3% | 4.54% | -7.3% |
| MSFT | Buy | MICROSOFT CORP | $5,915,000 | +7.1% | 26,593 | +1.2% | 4.39% | -4.3% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $5,027,000 | +19.0% | 21,465 | +0.1% | 3.73% | +6.4% |
| MA | Buy | MASTERCARD INCcl a | $4,900,000 | +5.9% | 13,727 | +0.4% | 3.64% | -5.3% |
| V | Buy | VISA INCcl a | $4,112,000 | +9.7% | 18,800 | +0.3% | 3.05% | -2.0% |
| GOOGL | Buy | ALPHABET INC.cl a | $3,465,000 | +21.4% | 1,977 | +1.5% | 2.57% | +8.5% |
| BLK | Buy | BLACKROCK INC | $3,379,000 | +30.3% | 4,683 | +1.8% | 2.51% | +16.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,892,000 | +35.1% | 22,757 | +2.3% | 2.15% | +20.7% |
| IQV | Buy | IQVIA HOLDINGS INC | $2,822,000 | +15.0% | 15,753 | +1.2% | 2.09% | +2.8% |
| SCHW | Buy | THE CHARLES SCHWAB CORP | $2,653,000 | +49.1% | 50,022 | +1.9% | 1.97% | +33.3% |
| CMCSA | Buy | COMCAST CORPcl a | $2,608,000 | +18.9% | 49,767 | +5.0% | 1.94% | +6.3% |
| DIS | Buy | DISNEY WALT CO | $2,572,000 | +49.7% | 14,195 | +2.5% | 1.91% | +33.9% |
| FB | Buy | FACEBOOK INCcl a | $2,546,000 | +5.9% | 9,322 | +1.5% | 1.89% | -5.4% |
| CRM | Buy | SALESFORCE COM | $2,463,000 | -9.0% | 11,070 | +2.7% | 1.83% | -18.7% |
| SBUX | Buy | STARBUCKS CORP | $2,354,000 | +32.5% | 22,004 | +6.4% | 1.75% | +18.4% |
| BABA | Buy | ALIBABA GROUP HOLDING LTDspon adr | $2,337,000 | -19.2% | 10,042 | +2.1% | 1.73% | -27.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,257,000 | +7.3% | 14,346 | +1.6% | 1.68% | -4.1% |
| UNH | Buy | UNITEDHEALTH GRP INC | $2,170,000 | +14.6% | 6,189 | +1.9% | 1.61% | +2.4% |
| PFNX | Buy | PFIZER INC | $2,146,000 | +17.8% | 58,304 | +17.4% | 1.59% | +5.3% |
| CB | Buy | CHUBB LTD F | $1,939,000 | +37.7% | 12,598 | +3.9% | 1.44% | +23.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,894,000 | +12.7% | 8,169 | +3.5% | 1.41% | +0.7% |
| MCD | Buy | MC DONALDS CORP | $1,785,000 | +2.9% | 8,318 | +5.3% | 1.32% | -8.0% |
| CERN | Buy | CERNER CORP | $1,710,000 | +12.1% | 21,787 | +3.3% | 1.27% | +0.2% |
| SPYX | Sell | SPDR S&P 500 ETFspdr s&p 500 etf | $1,671,000 | -4.7% | 4,470 | -14.6% | 1.24% | -14.8% |
| NVS | Buy | NOVARTIS AGspon adr | $1,613,000 | +11.9% | 17,079 | +3.1% | 1.20% | +0.1% |
| INTC | Sell | INTEL CORP | $1,598,000 | -8.3% | 32,073 | -4.7% | 1.19% | -18.0% |
| PM | Buy | PHILIP MORRIS INTL | $1,552,000 | +25.1% | 18,746 | +13.3% | 1.15% | +11.8% |
| GD | Buy | GENERAL DYNAMICS CO | $1,479,000 | +11.1% | 9,940 | +3.4% | 1.10% | -0.6% |
| UL | Buy | UNILEVER PLCspon adr new | $1,389,000 | +1515.1% | 23,016 | +1557.0% | 1.03% | +1352.1% |
| KMX | Buy | CARMAX INC | $1,286,000 | +5.9% | 13,614 | +3.0% | 0.95% | -5.4% |
| GMS | GMS INC | $1,258,000 | +26.4% | 41,281 | 0.0% | 0.93% | +13.1% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,256,000 | +43.1% | 24,624 | +2.3% | 0.93% | +27.8% |
| PG | Buy | PROCTER & GAMBLE | $1,211,000 | +3.4% | 8,701 | +3.3% | 0.90% | -7.5% |
| MMM | Buy | 3M CO | $949,000 | +14.6% | 5,427 | +4.9% | 0.70% | +2.5% |
| HD | HOME DEPOT INC | $798,000 | -4.4% | 3,005 | 0.0% | 0.59% | -14.6% | |
| Buy | DELTA AIR LINES INC DEL | $736,000 | +43.5% | 18,313 | +9.1% | 0.55% | +28.2% | |
| VB | Buy | VANGUARD SMALL CAP ETFsmall cp etf | $721,000 | +38.1% | 3,704 | +9.1% | 0.54% | +23.6% |
| VXUS | Buy | VANGUARD TOTAL INTERNTL STOCK ETFtl intl tl stk etf | $630,000 | +31.2% | 10,471 | +13.9% | 0.47% | +17.3% |
| GE | Buy | GENERAL ELECTRIC CO | $560,000 | +103.6% | 51,859 | +17.6% | 0.42% | +82.5% |
| LYFT | Buy | LYFT INCcl a | $467,000 | +96.2% | 9,503 | +10.0% | 0.35% | +75.3% |
| LLY | LILLY ELI & CO | $404,000 | +13.8% | 2,395 | 0.0% | 0.30% | +1.7% | |
| VEU | VANGUARD FTSE ALL WORLD EX US ETFallwrld ex us etf | $366,000 | +15.8% | 6,265 | 0.0% | 0.27% | +3.8% | |
| MDY | SPDR S&P MIDCAP 400 ETFutser1 s&pdcrp | $356,000 | +24.0% | 847 | 0.0% | 0.26% | +10.9% | |
| QQQ | INVESCO QQQ TRUSTunit ser 1 | $351,000 | +12.9% | 1,118 | 0.0% | 0.26% | +1.2% | |
| IWB | ISHARES RUSSELL 1000 ETFrus 1000 etf | $346,000 | +13.1% | 1,635 | 0.0% | 0.26% | +1.2% | |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mkt | $329,000 | +0.6% | 3,727 | +0.6% | 0.24% | -10.0% |
| FDX | FEDEX CORP | $304,000 | +3.1% | 1,171 | 0.0% | 0.23% | -7.8% | |
| KO | Buy | COCA-COLA CO | $303,000 | +11.4% | 5,527 | +0.4% | 0.22% | -0.4% |
| BECN | BEACON ROOFING SUPPL | $279,000 | +29.2% | 6,950 | 0.0% | 0.21% | +15.6% | |
| GOOG | ALPHABET INC.cl c | $270,000 | +19.5% | 154 | 0.0% | 0.20% | +6.4% | |
| IJH | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $241,000 | +24.2% | 1,049 | 0.0% | 0.18% | +11.2% | |
| AMT | AMERN TOWER CORP | $222,000 | -7.1% | 988 | 0.0% | 0.16% | -16.7% | |
| VDE | VANGUARD ENERGY ETFenergy etf | $206,000 | +28.8% | 3,965 | 0.0% | 0.15% | +15.0% | |
| MRK | MERCK & CO. INC. | $201,000 | -1.5% | 2,462 | 0.0% | 0.15% | -11.8% | |
| BBT | Sell | TRUIST FINL CORP | $201,000 | -61.2% | 4,195 | -69.2% | 0.15% | -65.3% |
| PANW | PALO ALTO NETWORKS | $193,000 | +45.1% | 544 | 0.0% | 0.14% | +30.0% | |
| HON | HONEYWELL INTL INC | $188,000 | +29.7% | 882 | 0.0% | 0.14% | +16.7% | |
| SNPS | SYNOVUS FINL CO | $185,000 | +52.9% | 5,717 | 0.0% | 0.14% | +37.0% | |
| LOW | LOWES COMPANIES INC | $182,000 | -3.2% | 1,132 | 0.0% | 0.14% | -13.5% | |
| MINT | Sell | PIMCO ENHANCED SHRT MATURTY ACTV ETFetf | $168,000 | -36.6% | 1,649 | -36.6% | 0.12% | -43.2% |
| MCK | MCKESSON CORP | $165,000 | +17.0% | 948 | 0.0% | 0.12% | +4.3% | |
| VTI | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt etf | $155,000 | +14.0% | 796 | 0.0% | 0.12% | +1.8% | |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $151,000 | +420.7% | 1,643 | +295.9% | 0.11% | +366.7% |
| IJT | Buy | ISHARES S&P SMLL CAP 600GRTH ETFs&p 600grth etf | $148,000 | +34.5% | 1,300 | +107.7% | 0.11% | +20.9% |
| AMGN | AMGEN INC. | $139,000 | -9.7% | 604 | 0.0% | 0.10% | -19.5% | |
| PTON | Buy | PELOTON INTERACTIVE INCcl a | $138,000 | +64.3% | 909 | +7.3% | 0.10% | +45.7% |
| IVV | ISHARES CORE S&P 500 ETFcore s&p 500 etf | $133,000 | +11.8% | 354 | 0.0% | 0.10% | 0.0% | |
| SDY | SPDR S&P DIVIDEND ETFs&p divid etf | $130,000 | +15.0% | 1,227 | 0.0% | 0.10% | +2.1% | |
| ABBV | ABBVIE INC | $128,000 | +23.1% | 1,193 | 0.0% | 0.10% | +10.5% | |
| IJS | Buy | ISHARES S&P SMALL CAP 600 ETFs&p 600 cap etf | $105,000 | +32.9% | 1,294 | +100.0% | 0.08% | +18.2% |
| CL | COLGATE-PALMOLIVE CO | $100,000 | +11.1% | 1,171 | 0.0% | 0.07% | -1.3% | |
| ABT | ABBOTT LABORATORIES | $97,000 | 0.0% | 888 | 0.0% | 0.07% | -11.1% | |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY ETFnasdaq biotech | $97,000 | +11.5% | 642 | 0.0% | 0.07% | 0.0% | |
| DVY | ISHARES SELECT DIVIDEND ETFselect dividend etf | $96,000 | +17.1% | 1,000 | 0.0% | 0.07% | +4.4% | |
| MDLZ | MONDELEZ INTLcl a | $94,000 | +2.2% | 1,607 | 0.0% | 0.07% | -7.9% | |
| NKE | NIKE INCcl b | $93,000 | +13.4% | 655 | 0.0% | 0.07% | +1.5% | |
| ESGR | Sell | ENSTAR GROUP LTD | $92,000 | +13.6% | 450 | -10.0% | 0.07% | +1.5% |
| D | Sell | DOMINION ENERGY INC | $88,000 | -14.6% | 1,165 | -10.5% | 0.06% | -24.4% |
| SQ | SQUARE INCcl a | $87,000 | +33.8% | 400 | 0.0% | 0.06% | +20.4% | |
| USMV | ISHARES MSCI MIN VOLFCTR ETFmsci min vol etf | $86,000 | +6.2% | 1,274 | 0.0% | 0.06% | -4.5% | |
| O | REALTY INCM CORP | $84,000 | +2.4% | 1,357 | 0.0% | 0.06% | -8.8% | |
| BSV | Buy | VANGUARD SHORT-TERM BONDETFshort trm bond etf | $82,000 | +20.6% | 991 | +20.4% | 0.06% | +8.9% |
| GIS | GENERAL MILLS INC | $81,000 | -4.7% | 1,370 | 0.0% | 0.06% | -15.5% | |
| VUG | New | VANGUARD INDEX FDS GROWTH ETFgrowth etf | $75,000 | – | 295 | +100.0% | 0.06% | – |
| BAC | BANK OF AMERICA CORP | $75,000 | +25.0% | 2,480 | 0.0% | 0.06% | +12.0% | |
| PNC | PNC FINL SERVICES | $73,000 | +35.2% | 488 | 0.0% | 0.05% | +20.0% | |
| BMY | BRISTOL-MYERS SQUIBB | $73,000 | +2.8% | 1,170 | 0.0% | 0.05% | -8.5% | |
| BNDX | VANGUARD TOTAL INTERNATLBND ETFintl bd idx etf | $72,000 | 0.0% | 1,235 | 0.0% | 0.05% | -11.7% | |
| EIX | EDISON INTERNTNL | $61,000 | +24.5% | 967 | 0.0% | 0.04% | +9.8% | |
| CVX | CHEVRON CORP | $59,000 | +15.7% | 703 | 0.0% | 0.04% | +4.8% | |
| EW | EDWARDS LIFESCIENCES | $55,000 | +14.6% | 600 | 0.0% | 0.04% | +2.5% | |
| VV | New | VANGUARD INDEX FDS LARGE CAP ETFlarge cap etf | $53,000 | – | 300 | +100.0% | 0.04% | – |
| APD | AIR PROD & CHEMICALS | $51,000 | -7.3% | 185 | 0.0% | 0.04% | -17.4% | |
| DUK | Sell | DUKE ENERGY CORP | $50,000 | -15.3% | 550 | -17.0% | 0.04% | -24.5% |
| WDAY | WORKDAY INCcl a | $50,000 | +11.1% | 209 | 0.0% | 0.04% | 0.0% | |
| MO | ALTRIA GROUP INC | $49,000 | +6.5% | 1,197 | 0.0% | 0.04% | -5.3% | |
| PLD | PROLOGIS INC. | $49,000 | 0.0% | 488 | 0.0% | 0.04% | -12.2% | |
| ZBH | ZIMMER BIOMET HLDGS | $46,000 | +12.2% | 300 | 0.0% | 0.03% | 0.0% | |
| NUV | NUVEEN MUNICIPAL VALUE C | $44,000 | +4.8% | 3,955 | 0.0% | 0.03% | -5.7% | |
| BDX | BECTON DICKINSON&CO | $44,000 | +10.0% | 174 | 0.0% | 0.03% | 0.0% | |
| PSX | PHILLIPS 66 | $43,000 | +34.4% | 611 | 0.0% | 0.03% | +18.5% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $40,000 | +11.1% | 300 | 0.0% | 0.03% | 0.0% | |
| TD | TORONTO-DOMINION BK F | $38,000 | +22.6% | 667 | 0.0% | 0.03% | +7.7% | |
| MHK | MOHAWK INDUSTRIES | $38,000 | +46.2% | 269 | 0.0% | 0.03% | +27.3% | |
| LH | New | LABORATORY CORP AMER HLDGS | $35,000 | – | 170 | +100.0% | 0.03% | – |
| C | CITIGROUP INC | $34,000 | +41.7% | 550 | 0.0% | 0.02% | +25.0% | |
| HRL | HORMEL FOODS CORP | $34,000 | -5.6% | 728 | 0.0% | 0.02% | -16.7% | |
| ULTA BEAUTY INC. | $29,000 | +31.8% | 100 | 0.0% | 0.02% | +22.2% | ||
| CRUS | CIRRUS LOGIC INC | $25,000 | +25.0% | 300 | 0.0% | 0.02% | +11.8% | |
| SCHX | SCHWAB US LARGE CAP ETFus lcap etf | $25,000 | +13.6% | 277 | 0.0% | 0.02% | +5.6% | |
| PFGC | PERFORMANCE FOOD GROUP CO | $24,000 | +41.2% | 500 | 0.0% | 0.02% | +28.6% | |
| MMP | MAGELLAN MIDSTREAM PA LP | $21,000 | +23.5% | 500 | 0.0% | 0.02% | +14.3% | |
| GSK | Sell | GLAXOSMITHKLINE PLCspon adr | $22,000 | -33.3% | 600 | -30.6% | 0.02% | -40.7% |
| VTV | New | VANGUARD INDEX FDS VALUE ETFvalue etf | $22,000 | – | 185 | +100.0% | 0.02% | – |
| VTR | VENTAS INC REIT | $19,000 | +18.8% | 383 | 0.0% | 0.01% | +7.7% | |
| SCHG | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $19,000 | +11.8% | 146 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $19,000 | +26.7% | 263 | 0.0% | 0.01% | +16.7% | |
| GILD | GILEAD SCIENCES INC | $17,000 | -10.5% | 300 | 0.0% | 0.01% | -18.8% | |
| COP | CONOCOPHILLIPS | $17,000 | +21.4% | 437 | 0.0% | 0.01% | +8.3% | |
| VOOG | VANGUARD S&P 500 GROWTH ETF500 grth idx etf | $15,000 | +15.4% | 63 | 0.0% | 0.01% | 0.0% | |
| HR | HLTHCARE REALTY TR | $15,000 | 0.0% | 500 | 0.0% | 0.01% | -8.3% | |
| IWP | New | ISHARES RUS MD CP GR ETFrus md cp gr etf | $15,000 | – | 146 | +100.0% | 0.01% | – |
| KLXE | New | KLX ENERGY SERVICES HOLDINGS INC | $13,000 | – | 2,028 | +100.0% | 0.01% | – |
| WFC | WELLS FARGO & CO | $12,000 | +33.3% | 400 | 0.0% | 0.01% | +28.6% | |
| AGG | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd etf | $9,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $10,000 | +25.0% | 263 | 0.0% | 0.01% | 0.0% | |
| SVC | SERVICE PPTYS TR REIT | $9,000 | +50.0% | 800 | 0.0% | 0.01% | +40.0% | |
| EMR | EMERSON ELECTRIC CO | $8,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse devmkt etf | $8,000 | – | 173 | +100.0% | 0.01% | – |
| IGIB | New | ISHARES TR ISHS 5-10YR INVT | $6,000 | – | 90 | +100.0% | 0.00% | – |
| EFA | ISHARES MSCI EAFE ETFmsci eafe etf | $5,000 | +25.0% | 64 | 0.0% | 0.00% | +33.3% | |
| IEMG | New | ISHARES INC CORE MSCI EMKTcore msci emkt | $4,000 | – | 70 | +100.0% | 0.00% | – |
| NVST | ENVISTA HOLDINGS CORP | $4,000 | +33.3% | 111 | 0.0% | 0.00% | +50.0% | |
| XERS | New | XERIS PHARMACEUTICALS INC | $4,000 | – | 803 | +100.0% | 0.00% | – |
| EEM | New | ISHARES MSCI EMG MKT ETFmsci emg mkt etf | $3,000 | – | 51 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TR CORE MSCI EAFEcore msci eafe | $3,000 | – | 50 | +100.0% | 0.00% | – |
| QUAL | New | ISHARES TR MSCI USA QLT FCTmsci usa qlt fct | $3,000 | – | 23 | +100.0% | 0.00% | – |
| CAT | CATERPILLAR INC EDEL | $2,000 | +100.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SCHP | New | SCHWAB US TIPS ETFus tips etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| EPD | ENTERPRISE PRODS PART LP | $2,000 | 0.0% | 98 | 0.0% | 0.00% | -50.0% | |
| PEP | Sell | PEPSICO INC | $1,000 | -92.9% | 10 | -90.1% | 0.00% | -91.7% |
| PENN | New | PENN NATL GAMING INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| HAL | HALLIBURTON CO HLDG | $2,000 | +100.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| LPLA | LPL FINL HLDGS | $2,000 | 0.0% | 23 | 0.0% | 0.00% | -50.0% | |
| COOP | Exit | MR COOPER GROUP INC | $0 | – | -1 | -100.0% | 0.00% | – |
| NAV | Exit | NAVISTAR INTL CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| RVLV | Exit | REVOLVE GROUP INCcl a | $0 | – | -5 | -100.0% | 0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE | $0 | – | -1 | -100.0% | 0.00% | – |
| ZNGA | Exit | ZYNGA INCcla | $0 | – | -3 | -100.0% | 0.00% | – |
| IAU | Exit | ISHARES GOLD TR ETFgold etf | $0 | – | -55 | -100.0% | -0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP F | $0 | – | -40 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -136 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV Sspon adr | $0 | – | -140 | -100.0% | -0.01% | – |
| KIM | Exit | KIMCO REALTY CORP REIT | $0 | – | -840 | -100.0% | -0.01% | – |
| VZ | Exit | VERIZON COMMUNICATN | $0 | – | -173 | -100.0% | -0.01% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -205 | -100.0% | -0.01% | – |
| IWN | Exit | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $0 | – | -239 | -100.0% | -0.02% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $0 | – | -115 | -100.0% | -0.02% | – |
| IWO | Exit | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $0 | – | -118 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $0 | – | -681 | -100.0% | -0.07% | – |
| IRT | Exit | INDEPENDENCE REALTY REIT | $0 | – | -20,000 | -100.0% | -0.19% | – |
| UN | Exit | UNILEVER N V | $0 | – | -21,356 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.