Investment Research & Advisory Group, Inc. Portfolio Holdings

Investment Research & Advisory Group, Inc.

  • $237 Million
  • Q1 2025

Investment Research & Advisory Group, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Million distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47.9M, Apple Inc. with a value of $18M, Microsoft Corp with a value of $9.16M, Amazon Com Inc with a value of $7.78M, and Nvidia Corp with a value of $7.51M.

Examining the 13F form we can see an decrease of $94.3M in the current position value, from $331M to 237M.

Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $237 Million
ETFs: $60.5 Million
Technology: $54.7 Million
Financial Services: $39.6 Million
Healthcare: $22.4 Million
Consumer Cyclical: $18.5 Million
Communication Services: $16.7 Million
Consumer Defensive: $11.9 Million
Industrials: $10.9 Million
Other: $1.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.9 Million 20.22% of portfolio
93,201
Q1 2025 Added 2.57%
$3.1T
$18 Million 7.59% of portfolio
80,907
Q1 2025 Reduced 1.73%
$2.68T
$9.16 Million 3.87% of portfolio
24,404
Q1 2025 Added 0.49%
$1.7T
$7.78 Million 3.29% of portfolio
40,893
Q1 2025 Reduced 1.34%
$241B
$7.51 Million 3.17% of portfolio
69,295
Q1 2025 Reduced 90.13%
$486B
$7.36 Million 3.11% of portfolio
13,433
Q1 2025 Reduced 0.33%
$523B
$6.89 Million 2.91% of portfolio
19,664
Q1 2025 Reduced 0.12%
$903B
$6.59 Million 2.78% of portfolio
42,606
Q1 2025 Added 0.45%
$672B
$6.25 Million 2.64% of portfolio
25,461
Q1 2025 Added 0.46%
$1.13T
$5.81 Million 2.45% of portfolio
10,080
Q1 2025 Reduced 1.02%
$777B
$5.53 Million 2.34% of portfolio
6,697
Q1 2025 Added 3.22%
$129B
$5.08 Million 2.15% of portfolio
5,371
Q1 2025 Added 1.19%
$136B
$5.1 Million 2.15% of portfolio
65,182
Q1 2025 Added 1.96%
$424B
$4.34 Million 1.83% of portfolio
4,590
Q1 2025 Added 3.01%
$116B
$4.26 Million 1.8% of portfolio
14,110
Q1 2025 Added 4.51%
$144B
$4.2 Million 1.77% of portfolio
57,638
Q1 2025 Added 0.48%
$674B
$3.8 Million 1.6% of portfolio
7,126
Q1 2025 Added 1.19%
$440B
$3.6 Million 1.52% of portfolio
3,859
Q1 2025 Added 8.1%
$176B
$3.41 Million 1.44% of portfolio
740
Q1 2025 Added 7.71%
$398B
$3.37 Million 1.42% of portfolio
6,433
Q1 2025 Added 2.01%
$29.5B
$3.27 Million 1.38% of portfolio
14,105
Q1 2025 Added 13.98%
$251B
$3.24 Million 1.37% of portfolio
20,416
Q1 2025 Added 6.32%
$26.2B
$3.17 Million 1.34% of portfolio
17,977
Q1 2025 Added 2.45%
$248B
$3.17 Million 1.34% of portfolio
4,791
Q1 2025 Added 2.07%
$93.5B
$3.1 Million 1.31% of portfolio
31,574
Q1 2025 Added 8.21%
$195B
$3.04 Million 1.28% of portfolio
15,170
Q1 2025 Added 2.97%
$410B
$2.9 Million 1.22% of portfolio
17,494
Q1 2025 Added 15.43%
$75B
$2.8 Million 1.18% of portfolio
10,285
Q1 2025 Added 6.22%
$0
$2.68 Million 1.13% of portfolio
12,094
Q1 2025 Added 2.12%
$79.5B
$2.51 Million 1.06% of portfolio
20,060
Q1 2025 Added 0.51%
$61.5B
$2.45 Million 1.03% of portfolio
5,717
Q4 2019 New
$120B
$2.44 Million 1.03% of portfolio
5,470
Q1 2025 Added 4.01%
$9.85B
$2.29 Million 0.97% of portfolio
29,416
Q1 2025 Added 7.75%
$160B
$2.13 Million 0.9% of portfolio
5,565
Q1 2025 Added 15.0%
$40.4B
$2.05 Million 0.87% of portfolio
19,870
Q1 2025 Added 17.77%
$393B
$1.95 Million 0.82% of portfolio
11,438
Q1 2025 Added 14.98%
$165B
$1.82 Million 0.77% of portfolio
3,660
Q1 2025 Reduced 1.03%
$26.4B
$1.62 Million 0.68% of portfolio
33,800
Q1 2025 Reduced 0.59%
$135B
$1.21 Million 0.51% of portfolio
5,885
Q1 2025 Added 10.25%
$0
$1.18 Million 0.5% of portfolio
16,019
Q1 2025 Added 7.95%
$0
$898,000 0.38% of portfolio
14,466
Q1 2025 Added 3.36%
$355B
$874,000 0.37% of portfolio
2,387
Q1 2025 Added 0.72%
$0
$842,000 0.36% of portfolio
14,447
Q1 2025 Reduced 88.41%
$4.24B
$766,000 0.32% of portfolio
36,098
Q4 2023 Reduced 7.7%
$0
$731,000 0.31% of portfolio
1,301
Q1 2025 Reduced 1.66%
$0
$662,000 0.28% of portfolio
7,135
Q1 2022 Reduced 0.03%
$47.9B
$660,000 0.28% of portfolio
3,869
Q1 2025 Added 0.34%
$912B
$605,000 0.26% of portfolio
3,878
Q1 2025 Reduced 0.33%
$0
$567,000 0.24% of portfolio
9,356
Q1 2025 Added 2.28%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $237 Million
  • Prior Value $331 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 49 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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