Investment Research & Advisory Group, Inc. Portfolio Holdings

Investment Research & Advisory Group, Inc.

  • $331 Million
  • Q4 2024

Investment Research & Advisory Group, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $331 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $94.3M, Vanguard Index Fds S&P 500 ETF with a value of $49M, Apple Inc. with a value of $20.6M, Microsoft Corp with a value of $10.2M, and Amazon Com Inc with a value of $9.09M.

Examining the 13F form we can see an increase of $95.4M in the current position value, from $236M to 331M.

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

Portfolio value $331 Million
Technology: $146 Million
ETFs: $67.7 Million
Financial Services: $37.6 Million
Healthcare: $20.5 Million
Consumer Cyclical: $19.7 Million
Communication Services: $18 Million
Consumer Defensive: $10.4 Million
Industrials: $9.68 Million
Other: $1.31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$366B
$94.3 Million 28.49% of portfolio
702,355
Q4 2024 Added 870.34%
$0
$49 Million 14.79% of portfolio
90,865
Q4 2024 Added 0.89%
$3.6T
$20.6 Million 6.23% of portfolio
82,329
Q4 2024 Reduced 1.38%
$3.33T
$10.2 Million 3.09% of portfolio
24,285
Q4 2024 Reduced 2.75%
$2.39T
$9.09 Million 2.75% of portfolio
41,448
Q4 2024 Reduced 1.44%
$1.18T
$8.03 Million 2.43% of portfolio
42,415
Q4 2024 Reduced 0.06%
$0
$7.77 Million 2.35% of portfolio
124,678
Q4 2024 Added 906.04%
$503B
$7.1 Million 2.14% of portfolio
13,478
Q4 2024 Added 0.54%
$529B
$6.22 Million 1.88% of portfolio
19,688
Q4 2024 Added 0.22%
$771B
$6.08 Million 1.83% of portfolio
25,344
Q4 2024 Reduced 0.38%
$1.39T
$6.01 Million 1.81% of portfolio
10,184
Q4 2024 Reduced 2.44%
$152B
$5.44 Million 1.64% of portfolio
5,308
Q4 2024 Added 0.13%
$333B
$5.03 Million 1.52% of portfolio
15,039
Q4 2024 Reduced 0.86%
$716B
$5.01 Million 1.51% of portfolio
6,488
Q4 2024 Added 1.0%
$147B
$4.73 Million 1.43% of portfolio
63,931
Q4 2024 Reduced 0.63%
$418B
$4.08 Million 1.23% of portfolio
4,456
Q4 2024 Added 0.18%
$134B
$3.46 Million 1.04% of portfolio
57,360
Q4 2024 Reduced 0.35%
$38.2B
$3.45 Million 1.04% of portfolio
17,547
Q4 2024 Reduced 1.66%
$183B
$3.41 Million 1.03% of portfolio
687
Q4 2024 Added 0.44%
$305B
$3.25 Million 0.98% of portfolio
4,694
Q4 2024 Added 1.51%
$600B
$3.19 Million 0.96% of portfolio
7,042
Q4 2024 Reduced 0.34%
$486B
$3.19 Million 0.96% of portfolio
6,306
Q4 2024 Reduced 0.28%
$425B
$3.18 Million 0.96% of portfolio
3,570
Q4 2024 Added 5.9%
$0
$2.85 Million 0.86% of portfolio
11,843
Q4 2024 Reduced 8.73%
$83.3B
$2.77 Million 0.84% of portfolio
5,717
Q4 2019 New
$112B
$2.66 Million 0.8% of portfolio
29,179
Q4 2024 Added 0.93%
$32.2B
$2.6 Million 0.79% of portfolio
12,375
Q4 2024 Added 0.1%
$131B
$2.56 Million 0.77% of portfolio
5,259
Q4 2024 Added 2.2%
$73.8B
$2.55 Million 0.77% of portfolio
9,683
Q4 2024 Added 0.52%
$79.5B
$2.5 Million 0.75% of portfolio
19,958
Q4 2024 Added 0.45%
$206B
$2.46 Million 0.74% of portfolio
14,732
Q4 2024 Reduced 1.08%
$190B
$2.31 Million 0.7% of portfolio
19,202
Q4 2024 Added 2.77%
$12.4B
$2.23 Million 0.67% of portfolio
27,301
Q4 2024 Added 0.45%
$380B
$2.19 Million 0.66% of portfolio
15,155
Q4 2024 Added 1.25%
$203B
$2.15 Million 0.65% of portfolio
4,839
Q4 2024 Added 2.24%
$225B
$1.92 Million 0.58% of portfolio
3,698
Q4 2024 Reduced 12.24%
$27.8B
$1.72 Million 0.52% of portfolio
34,000
Q1 2024 Reduced 0.58%
$390B
$1.67 Million 0.5% of portfolio
9,948
Q4 2024 Added 3.86%
$39.7B
$1.56 Million 0.47% of portfolio
16,872
Q4 2024 Added 1.88%
$178B
$1.23 Million 0.37% of portfolio
5,338
Q4 2024 Added 3.43%
$0
$1.07 Million 0.32% of portfolio
14,839
Q4 2024 Added 13.54%
$420B
$921,000 0.28% of portfolio
2,370
Q2 2024 Reduced 1.25%
$8.11B
$911,000 0.28% of portfolio
6,422
Q3 2024 Reduced 19.7%
$0
$824,000 0.25% of portfolio
13,996
Q4 2024 Reduced 20.23%
$0
$778,000 0.23% of portfolio
1,323
Q4 2024 Reduced 1.49%
$4.18B
$716,000 0.22% of portfolio
36,098
Q4 2023 Reduced 7.7%
$1.22T
$741,000 0.22% of portfolio
3,891
Q2 2024 Added 0.46%
$0
$724,000 0.22% of portfolio
7,135
Q1 2022 Reduced 0.03%
$56.2B
$701,000 0.21% of portfolio
3,856
Q4 2024 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $331 Million
  • Prior Value $236 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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