All Stocks Held By Investment Research & Advisory Group Inc.

As of 03/31/2024, we find all stocks held by Investment Research & Advisory Group Inc. to be as follows, presented in the table below with each row detailing each Investment Research & Advisory Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Investment Research & Advisory Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Investment Research & Advisory Group Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD S&P 500 ETF (VOO)	93,215	-5,878	$44,808
VOO	93,215	-5,878	$44,808
APPLE INC	86,035	+690	$14,753
AAPL	86,035	+690	$14,753
MICROSOFT CORP	24,981	-1,198	$10,510
MSFT	24,981	-1,198	$10,510
AMAZON.COM INC	41,808	+1,329	$7,541
AMZN	41,808	+1,329	$7,541
NVIDIA CORP	7,300	-2,019	$6,596
NVDA	7,300	-2,019	$6,596
ALPHABET INC.	43,082	-142	$6,502
GOOGL	43,082	-142	$6,502
MASTERCARD INC	13,450	+121	$6,477
MA	13,450	+121	$6,477
VISA INC	19,459	+324	$5,431
V	19,459	+324	$5,431
META PLATFORMS INC	10,866	-96	$5,276
META	10,866	-96	$5,276
JPMORGAN CHASE & CO	25,437	+335	$5,095
JPM	25,437	+335	$5,095
ELI LILLY AND CO	6,269	+3,048	$4,877
LLY	6,269	+3,048	$4,877
CHARLES SCHWAB CORP	62,250	+3,271	$4,503
SCHW	62,250	+3,271	$4,503
SALESFORCE INC	14,843	+197	$4,470
CRM	14,843	+197	$4,470
IQVIA HOLDINGS INC	17,445	+40	$4,412
IQV	17,445	+40	$4,412
BLACKROCK INC	5,220	+31	$4,352
BLK	5,220	+31	$4,352
UBER TECHNOLOGIES INC	55,681	-1,261	$4,287
UBER	55,681	-1,261	$4,287
ASML HOLDING N V FSPONSORED ADR	4,173	+733	$4,050
ASML	4,173	+733	$4,050
WALT DISNEY CO	29,617	+10,629	$3,624
DIS	29,617	+10,629	$3,624
CHUBB LTD F	13,572	+169	$3,517
CB	13,572	+169	$3,517
COSTCO WHOLESALE CO	4,472	+14	$3,276
COST	4,472	+14	$3,276
SYNOVUS FINL CO	5,717	UNCH	$3,267
SNPS	5,717	UNCH	$3,267
FISERV INC	19,217	+1,484	$3,071
FI	19,217	+1,484	$3,071
UNITEDHEALTH GRP INC	6,167	+109	$3,051
UNH	6,167	+109	$3,051
VANGUARD SMALL CAP ETF IV (VB)	13,148	-998	$3,005
VB	13,148	-998	$3,005
BERKSHIRE HATHAWAY			$3,000
BRK.B	7,134	-322	$3,000
VEEVA SYSTEMS INC	11,583	+6,236	$2,684
VEEV	11,583	+6,236	$2,684
GENERAL DYNAMICS CO	9,199	+400	$2,599
GD	9,199	+400	$2,599
GENERAL ELECTRIC CO	14,541	+772	$2,552
GE	14,541	+772	$2,552
STARBUCKS CORP	27,735	+962	$2,535
SBUX	27,735	+962	$2,535
COMCAST CORP	58,452	+2,583	$2,534
CMCSA	58,452	+2,583	$2,534
JOHNSON & JOHNSON	14,623	-35	$2,313
JNJ	14,623	-35	$2,313
LOCKHEED MARTIN CORP	4,742	+4,742	$2,157
LMT	4,742	+4,742	$2,157
ARCHER DANIELS MIDLN	34,000	-200	$2,136
ADM	34,000	-200	$2,136
THERMO FISHER SCNTFC	3,531	+3,531	$2,052
TMO	3,531	+3,531	$2,052
ADOBE INC	3,898	+141	$1,967
ADBE	3,898	+141	$1,967
CARMAX INC	22,577	+3,027	$1,967
KMX	22,577	+3,027	$1,967
OTIS WORLDWIDE CORP	17,649	+17,649	$1,752
OTIS	17,649	+17,649	$1,752
PHILIP MORRIS INTL	18,749	+216	$1,718
PM	18,749	+216	$1,718
PROCTER & GAMBLE	9,341	+398	$1,516
PG	9,341	+398	$1,516
DANAHER CORP	4,749	+4,749	$1,186
DHR	4,749	+4,749	$1,186
VANGUARD TOTAL INTERNTL STOCK ETF IV (VXUS)	17,915	+455	$1,080
VXUS	17,915	+455	$1,080
CHOICE HOTELS INTL	7,998	UNCH	$1,011
CHH	7,998	UNCH	$1,011
HOME DEPOT INC	2,400	UNCH	$921
HD	2,400	UNCH	$921
ISHARES CORE S&P 500 ETF (IVV)			$873
IVV	1,409	-176	$741
CORE S&P TTL STK ETF	1,142	+10	$132
VANGUARD TOTAL BOND MARKET ETF (BND)	11,468	-17,768	$833
BND	11,468	-17,768	$833
ISHARES CORE S&P MID CAPETF (IJH)	11,593	+9,290	$704
IJH	11,593	+9,290	$704
ISHARES S&P 500 GROWTH ETF (IVW)	7,135	UNCH	$602
IVW	7,135	UNCH	$602
ALPHABET INC.	3,873	+13	$590
GOOG	3,873	+13	$590
INDEPENDENCE REALTY REIT	36,098	UNCH	$582
IRT	36,098	UNCH	$582
VANGUARD FTSE ALL WORLD EX US ETF (VEU)	9,255	UNCH	$543
VEU	9,255	UNCH	$543
INVSC QQQ TRUST SRS 1 ETF IV (QQQ)	1,178	+73	$523
QQQ	1,178	+73	$523
VANGUARD ENERGY ETF (VDE)	3,965	UNCH	$522
VDE	3,965	UNCH	$522
PALO ALTO NETWORKS	1,824	-38	$518
PANW	1,824	-38	$518
ISHARES S&P 500 VALUE ETF (IVE)	2,545	UNCH	$475
IVE	2,545	UNCH	$475
SPDR S&P MIDCAP 400 ETF (MDY)	847	UNCH	$471
MDY	847	UNCH	$471
TRUIST FINL CORP	11,886	-2,734	$463
TFC	11,886	-2,734	$463
FEDEX CORP	1,171	UNCH	$339
FDX	1,171	UNCH	$339
MERCK & CO. INC.	2,462	UNCH	$325
MRK	2,462	UNCH	$325
LOWES COMPANIES INC	1,132	UNCH	$288
LOW	1,132	UNCH	$288
ABBVIE INC	1,193	UNCH	$217
ABBV	1,193	UNCH	$217
THE COCA COLA CO	3,298	+165	$202
KO	3,298	+165	$202
ISHARES CORE S&P SMALL CAP ETF (IJR)	1,776	UNCH	$196
IJR	1,776	UNCH	$196
BANK OF AMERICA CORP	4,806	-30	$182
BAC	4,806	-30	$182
AMGEN INC.	604	UNCH	$172
AMGN	604	UNCH	$172
BOEING CO	885	UNCH	$171
BA	885	UNCH	$171
ISHARES S&P SMLL CAP 600GRTH ETF (IJT)	1,252	UNCH	$164
IJT	1,252	UNCH	$164
SPDR S&P DIVIDEND ETF (SDY)	1,227	UNCH	$161
SDY	1,227	UNCH	$161
NIKE INC	1,590	+3	$149
NKE	1,590	+3	$149
SPDR S&P 500 ETF (SPYX)	3,145	-195	$135
SPYX	3,145	-195	$135
ISHARES S&P SMALL CAP 600 ETF (IJS)	1,294	UNCH	$133
IJS	1,294	UNCH	$133
ZETA GLOBAL HOLDINGS COR	11,980	-10,150	$131
ZETA	11,980	-10,150	$131
ISHARES SELECT DIVIDEND ETF (DVY)	1,000	UNCH	$123
DVY	1,000	UNCH	$123
BROADCOM INC	91	-1	$121
AVGO	91	-1	$121
NOVO NORDISK AS VORMAL FSPONSORED ADR	940	+112	$121
NVO	940	+112	$121
ISHARES ESG AWARE MSCI USA ETF (ESGU)	1,001	+4	$115
ESGU	1,001	+4	$115
MONDELEZ INTL	1,607	UNCH	$112
MDLZ	1,607	UNCH	$112
CHEVRON CORP	703	UNCH	$111
CVX	703	UNCH	$111
ABBOTT LABORATORIES	888	UNCH	$101
ABT	888	UNCH	$101
GENERAL MILLS INC	1,370	UNCH	$96
GIS	1,370	UNCH	$96
BROOKFIELD CORP	2,250	UNCH	$94
BN	2,250	UNCH	$94
ARISTA NETWORKS INC	320	+320	$93
ANET	320	+320	$93
SERVICE NOW INC	119	+70	$91
NOW	119	+70	$91
ISHARES BIOTECHNOLOGY ETF (IBB)	642	UNCH	$88
IBB	642	UNCH	$88
ENSTAR GROUP LTD F	273	UNCH	$85
ESGR	273	UNCH	$85
PHILLIPS 66	500	+500	$82
PSX	500	+500	$82
PNC FINL SERVICES	488	UNCH	$79
PNC	488	UNCH	$79
VANGUARD SHORT TERM BONDETF (BSV)	991	UNCH	$76
BSV	991	UNCH	$76
WELLS FARGO & CO	1,225	UNCH	$71
WFC	1,225	UNCH	$71
CITIGROUP INC	1,108	UNCH	$70
C	1,108	UNCH	$70
GE HEALTHCARE TECHNOLOGI	708	+359	$64
GEHC	708	+359	$64
BRISTOL MYERS SQUIBB	1,170	UNCH	$63
BMY	1,170	UNCH	$63
VANGUARD TOTAL INTERNATLBND ETF IV (BNDX)	1,253	UNCH	$62
BNDX	1,253	UNCH	$62
DUKE ENERGY CORP	608	+6	$59
DUK	608	+6	$59
GOLDMAN SACHS GROUP	139	UNCH	$58
GS	139	UNCH	$58
EDWARDS LIFESCIENCES	600	UNCH	$57
EW	600	UNCH	$57
WORKDAY INC	209	UNCH	$57
WDAY	209	UNCH	$57
ALTRIA GROUP INC	1,197	UNCH	$52
MO	1,197	UNCH	$52
CHECK PT SOFTWARE	300	UNCH	$49
CHKP	300	UNCH	$49
DELTA AIR LINES INC DEL	1,021	-33,883	$49
DAL	1,021	-33,883	$49
AIR PROD & CHEMICALS	185	UNCH	$45
APD	185	UNCH	$45
TECHNOLOGY SELECT SECTORSPDR ETF (XLK)	212	UNCH	$44
XLK	212	UNCH	$44
ORACLE CORP	323	UNCH	$41
ORCL	323	UNCH	$41
TORONTO DOMINION BANK F	667	UNCH	$40
TD	667	UNCH	$40
PERFORMANCE FOOD GROUP	500	UNCH	$37
PFGC	500	UNCH	$37
MOHAWK INDUSTRIES	269	-4,324	$35
MHK	269	-4,324	$35
NUCOR CORP	4,009	+54	$35
NUV	4,009	+54	$35
INVESCO NASDAQ NEXT GEN 100 ETF IV (QQQJ)	1,200	+11	$35
QQQJ	1,200	+11	$35
ALCOA CORP	1,019	UNCH	$34
AA	1,019	UNCH	$34
ACCENTURE PLC	97	UNCH	$34
ACN	97	UNCH	$34
PAYPAL HOLDINGS INCORPOR	493	-33	$33
PYPL	493	-33	$33
CIRRUS LOGIC INC	300	UNCH	$28
CRUS	300	UNCH	$28
AXOS FINL INC	504	+504	$27
AX	504	+504	$27
REALTY INCOME CORP REIT	500	UNCH	$27
O	500	UNCH	$27
ATMUS FILTRATION TECHNOL	818	+818	$26
ATMU	818	+818	$26
GLOBE LIFE INC	225	UNCH	$26
GL	225	UNCH	$26
MURPHY USA INC	61	UNCH	$26
MUSA	61	UNCH	$26
AUTODESK INC	97	UNCH	$25
ADSK	97	UNCH	$25
HORMEL FOODS CORP	728	UNCH	$25
HRL	728	UNCH	$25
OCCIDENTAL PETROL CO	389	+167	$25
OXY	389	+167	$25
BROOKFIELD ASSET MGMT			$24
CL A EXCH LT VTG	565	+565	$24
WALMART INC	394	+263	$24
WMT	394	+263	$24
DELL TECHNOLOGIES INC	200	+200	$23
DELL	200	+200	$23
AMERICAN EXPRESS CO	96	+96	$22
AXP	96	+96	$22
GILEAD SCIENCES INC	300	UNCH	$22
GILD	300	UNCH	$22
SELECT SECTOR HEALTH CARE SPDR ETF (XLV)	142	UNCH	$21
XLV	142	UNCH	$21
GARTNER INC	43	UNCH	$20
IT	43	UNCH	$20
SELECT STR FINANCIAL SELECT SPDR ETF (XLF)	476	UNCH	$20
XLF	476	UNCH	$20
TRUMP MEDIA & TECHNOLOGY	382	+382	$19
DWAC	382	+382	$19
ISHARES MSCI CHINA ETF (MCHI)	459	+20	$18
MCHI	459	+20	$18
O REILLY AUTOMOTIVE	16	UNCH	$18
ORLY	16	UNCH	$18
ZOETIS INC CLASS A	108	UNCH	$18
ZTS	108	UNCH	$18
CRH PUBLIC LIMITED CO			$17
ADR	200	+200	$17
SHOPIFY INC	220	UNCH	$17
SHOP	220	UNCH	$17
SPDR FUND CONSUMER DISCRE SELECT ETF (XLY)	94	UNCH	$17
XLY	94	UNCH	$17
CROWDSTRIKE HLDGS INC	50	UNCH	$16
CRWD	50	UNCH	$16
DRAFTKINGS INC NEW	343	+26	$16
DKNG	343	+26	$16
CORNING INC	500	+500	$16
GLW	500	+500	$16
CISCO SYSTEMS INC	301	-20	$15
CSCO	301	-20	$15
IDEXX LABS INC	27	UNCH	$15
IDXX	27	UNCH	$15
MERCADOLIBRE INC	10	UNCH	$15
MELI	10	UNCH	$15
PEPSICO INC	88	UNCH	$15
PEP	88	UNCH	$15
UNITED PARCEL SRVC	100	-6,671	$15
UPS	100	-6,671	$15
DEXCOM INC	100	UNCH	$14
DXCM	100	UNCH	$14
A T & T INC	714	UNCH	$13
T	714	UNCH	$13
VANGUARD MID CAP ETF (VO)	53	UNCH	$13
VO	53	UNCH	$13
GENERAL MOTORS CO	265	UNCH	$12
GM	265	UNCH	$12
ISHARES RUSSELL 1000 GROWTH ETF (IWF)	35	UNCH	$12
IWF	35	UNCH	$12
PRUDENTIAL FINL	100	UNCH	$12
PRU	100	UNCH	$12
SPDR PORTFOLIO DVLPD WRLD EX US ETF (SPDW)	330	UNCH	$12
SPDW	330	UNCH	$12
LULULEMON ATHLETICA	28	UNCH	$11
LULU	28	UNCH	$11
STATE STREET CORP	142	UNCH	$11
STT	142	UNCH	$11
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	192	-511	$10
VEA	192	-511	$10
ATLASSIAN CORP			$9
CL A	45	+45	$9
WISDOMTREE INDIA EARNINGS ETF (EPI)	200	+200	$9
EPI	200	+200	$9
MEDTRONIC PLC F	109	UNCH	$9
MDT	109	UNCH	$9
TAKE TWO INTERACTV	61	+61	$9
TTWO	61	+61	$9
VANGUARD VALUE ETF (VTV)	58	UNCH	$9
VTV	58	UNCH	$9
ISHARES CORE US AGGREGATE BOND ETF (AGG)	79	UNCH	$8
AGG	79	UNCH	$8
BLOCK INC	98	-26	$8
SQ	98	-26	$8
ISHARES MSCI CHINA A ETF (CNYA)	258	UNCH	$7
CNYA	258	UNCH	$7
MCDONALDS CORP	25	+1	$7
MCD	25	+1	$7
XERIS PHARMACEUTICALS IN	403	UNCH	$7
XRX	403	UNCH	$7
ZOOM VIDEO COMMUNICATION	100	UNCH	$7
ZM	100	UNCH	$7
HARLEY DAVIDSON INC	133	+1	$6
HOG	133	+1	$6
LPL FINL HLDGS	23	UNCH	$6
LPLA	23	UNCH	$6
REVOLVE GROUP INC	281	UNCH	$6
RVLV	281	UNCH	$6
SEA LTD FUNSPONSORED ADR	116	UNCH	$6
SE	116	UNCH	$6
DUPONT DE NEMOURS INC IA	66	UNCH	$5
DD	66	UNCH	$5
ISHARES MSCI EAFE ETF (EFA)	64	UNCH	$5
EFA	64	UNCH	$5
MATCH GROUP INC NEW	142	UNCH	$5
MTCH	142	UNCH	$5
SPDR INDEX SHARES EMERG MARKT ETF (SPEM)	143	UNCH	$5
SPEM	143	UNCH	$5
CATERPILLAR INC	10	UNCH	$4
CAT	10	UNCH	$4
CORTEVA INC	66	UNCH	$4
CTVA	66	UNCH	$4
DOW INC	66	UNCH	$4
DOW	66	UNCH	$4
RITHM CAPITAL CORP REIT	360	+1	$4
RITM	360	+1	$4
VANGUARD TOTAL STOCK MARKET ETF (VTI)	14	UNCH	$4
VTI	14	UNCH	$4
VERIZON COMMUNICATN	100	UNCH	$4
VZ	100	UNCH	$4
ENTERPRISE PRODS PART LP	98	UNCH	$3
EPD	98	UNCH	$3
SOLAREDGE TECH	38	UNCH	$3
SEDG	38	UNCH	$3
VANGUARD HIGH DIVIDEND YIELD ETF (VYM)	26	-7	$3
VYM	26	-7	$3
INTEL CORP	50	UNCH	$2
INTC	50	UNCH	$2
RIVIAN AUTOMOTIVE INC	60	+30	$2
RBLX	60	+30	$2
SOFI TECHNOLOGIES INC	340	-400	$2
SOFI	340	-400	$2
WOLFSPEED INC	66	UNCH	$2
WOLF	66	UNCH	$2
BROOKFIELD BUSINESS P LP	30	UNCH	$1
BBU	30	UNCH	$1
BROOKFIELD REINSURANCE			$1
CL A EXCH LT VTG	15	+15	$1
CELSIUS HOLDINGS INC	7	UNCH	$1
CELH	7	UNCH	$1
WISDOMTREE JAPAN HEDGED EQUITY ETF (DXJ)	5	+5	$1
DXJ	5	+5	$1
DIAMONDBACK ENERGY	4	UNCH	$1
FANG	4	UNCH	$1
ISHARES MSCI INDIA ETF (INDA)	15	+15	$1
INDA	15	+15	$1
KRANESHARES CSI CHINA INTERNET ETF (KWEB)	30	+30	$1
KWEB	30	+30	$1
MFA FINL INC. REIT	118	UNCH	$1
MFA	118	UNCH	$1
3M CO TRADES WITH DUE BILLS	12	+4	$1
MMM	12	+4	$1
PFIZER INC	25	-37,266	$1
PFE	25	-37,266	$1
PELOTON INTERACTIVE INC	260	UNCH	$1
PTON	260	UNCH	$1
SPDR PORTFOLIO HIGH YIELD BND ETF (SPHY)	45	UNCH	$1
SPHY	45	UNCH	$1
TAIWAN SEMICONDUCTR FSPONSORED ADR	6	+4	$1
TSM	6	+4	$1
WABTEC	6	UNCH	$1
WAB	6	UNCH	$1
WALGREENS BOOTS ALLI	26	+25	$1
WBA	26	+25	$1
WARNER BROTHERS DISCOVER	154	UNCH	$1
WBD	154	UNCH	$1
BROOKFIELD BUSINESS CO	15	UNCH	<$1
BBUC	15	UNCH	$0
ALLBIRDS INC	304	UNCH	<$1
BIRD	304	UNCH	$0
CANOPY GROWTH CORP	5	UNCH	<$1
CGC	5	UNCH	$0
MR COOPER GROUP INC	1	UNCH	<$1
COOP	1	UNCH	$0
IBM CORP	0	-1	$0
IBM	0	-1	$0
ORION OFFICE REIT INC REIT	50	UNCH	<$1
ONL	50	UNCH	$0
VIRGIN GALACTIC HLDGS IN	20	UNCH	<$1
SPCE	20	UNCH	$0
VIATRIS INC	20	+0	$0
VTRS	20	UNCH	$0
ATLASSIAN CORP CLASS A			$0 (exited)
CL A	0	-45	$0
ATLANTA BRAVES HOLDINGS			$0 (exited)
BATRA	0	-16	$0
BECTON DICKINSON&CO			$0 (exited)
BDX	0	-7,096	$0
BROOKFIELD ASSET MANAG FCLASS A			$0 (exited)
CL A EXCH LT VTG	0	-565	$0
BROOKFIELD REINSURANCE FCLASS A			$0 (exited)
CL A EXCH LT VTG	0	-15	$0
BLACKSTONE MTG TR REIT			$0 (exited)
BXMT	0	-12	$0
CRH PUBLIC LIMITED CO F			$0 (exited)
CRH	0	-200	$0
ENBRIDGE INC F			$0 (exited)
ENB	0	-1,045	$0
FIDELITY MSCI COMM SRV INDEX ETF			$0 (exited)
FCOM	0	-100	$0
FIDELITY MSCI CONS DISCRINDX ETF			$0 (exited)
FDIS	0	-39	$0
FIDELITY MSCI ENERGY INDX ETF			$0 (exited)
FENY	0	-40	$0
FIDELITY MSCI HEALTH CARE INDX ETF			$0 (exited)
FHLC	0	-122	$0
FIDELITY MSCI FINANCIALSINDX ETF			$0 (exited)
FNCL	0	-37	$0
FIDELITY MSCI CONS STPLSINDX ETF			$0 (exited)
FSTA	0	-55	$0
FIDELITY MSCI INFOR TECHINDX ETF			$0 (exited)
FTEC	0	-91	$0
SPDR GOLD MINISHARES ETV			$0 (exited)
GLDM	0	-34	$0
SPDR S&P GLOBAL NATURAL RESOURCS ETF			$0 (exited)
GNR	0	-69	$0
HONEYWELL INTL INC			$0 (exited)
HON	0	-1	$0
ISHARES CORE MSCI EMERGING ETF			$0 (exited)
IEMG	0	-27	$0
INNOVATIVE INDUSTRIAL PRREIT			$0 (exited)
IIPR	0	-2	$0
LAB CO OF AMER HLDG			$0 (exited)
LH	0	-4,805	$0
MICRON TECHNOLOGY			$0 (exited)
MU	0	-1	$0
ORGANON & CO			$0 (exited)
OGN	0	-1	$0
PENN ENTMT INC			$0 (exited)
PENN	0	-250	$0
PROLOGIS INC. REIT			$0 (exited)
PLD	0	-1	$0
SPDR DOW JONES REIT ETF			$0 (exited)
RWR	0	-55	$0
SNOWFLAKE INC CLASS A			$0 (exited)
SNOW	0	-3	$0
SPDR PORTFOLIO S&P 600 SMALL CAP ETF			$0 (exited)
SPSM	0	-330	$0
DIREXION DAILY S P 500 BULL 2X ETF			$0 (exited)
SPUU	0	-1	$0
TESLA INC			$0 (exited)
TSLA	0	-373	$0
UNITED STATES NATURAL GAS ETV			$0 (exited)
UNG	0	-170	$0
VANGUARD FTSE EUROPE ETF			$0 (exited)
VGK	0	-22	$0
VANGUARD FTSE PACIFIC ETF			$0 (exited)
VPL	0	-45	$0
VANGUARD LARGE CAP ETF			$0 (exited)
VV	0	-7	$0
VANGUARD FTSE EMERGING MARKETS ETF	0	-98	$0 (exited)
VWO	0	-98	$0

See Summary: Investment Research & Advisory Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Investment Research & Advisory Group Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
LMT	+4,742	+$2,157
TMO	+3,531	+$2,052
OTIS	+17,649	+$1,752
DHR	+4,749	+$1,186
ANET	+320	+$93
PSX	+500	+$82
AX	+504	+$27
ATMU	+818	+$26
BROOKFIELD ASSET MGMT	+565	+$24
DELL	+200	+$23

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BDX	-7,096	-$1,730
LH	-4,805	-$1,092
TSLA	-373	-$93
ENB	-1,045	-$38
BROOKFIELD ASSET MANAG FCLASS A	-565	-$23
SPSM	-330	-$14
CRH	-200	-$14
FTEC	-91	-$13
ATLASSIAN CORP CLASS A	-45	-$11
FHLC	-122	-$8

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DIS	+10,629	+$1,910
IJH	+9,290	+$66
VEEV	+6,236	+$1,655
SCHW	+3,271	+$445
LLY	+3,048	+$2,999
KMX	+3,027	+$467
CMCSA	+2,583	+$84
FI	+1,484	+$715
AMZN	+1,329	+$1,391
SBUX	+962	-$35

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PFE	-37,266	-$1,073
DAL	-33,883	-$1,355
BND	-17,768	-$1,317
ZETA	-10,150	-$64
UPS	-6,671	-$1,050
VOO	-5,878	+$1,524
MHK	-4,324	-$440
TFC	-2,734	-$77
NVDA	-2,019	+$1,981

Investment Research & Advisory Group Inc. Info

Size ($ in 1000's)
At 03/31/2024: $218,775
At 12/31/2023: $197,199

Investment Research & Advisory Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investment Research & Advisory Group Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Investment Research & Advisory Group Inc. | www.HoldingsChannel.com