Investment Research & Advisory Group, Inc. Purchases in Q4 2024

Investment Research & Advisory Group, Inc.

  • $331 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
630K
+ 870.34%
$117.0 - $148.88 $73.7M - $93.8M
702K $94.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112K
+ 906.04%
$61.68 - $67.87 $6.93M - $7.62M
125K $7.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
802
+ 0.89%
$521.84 - $558.82 $419K - $448K
90.9K $49M
V
Visa Inc.

Financial Services
44
+ 0.22%
$273.87 - $320.91 $12.1K - $14.1K
19.7K $6.22M
NFLX
Netflix Inc

Communication Services
199
+ 5.9%
$687.65 - $936.56 $137K - $186K
3.57K $3.18M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.44%
$4100.99 - $5300.34 $12.3K - $15.9K
687 $3.41M
MA
Mastercard Inc

Financial Services
73
+ 0.54%
$491.3 - $536.15 $35.9K - $39.1K
13.5K $7.1M
BLK
Black Rock Inc.

Financial Services
7
+ 0.13%
$934.02 - $1065.26 $6.54K - $7.46K
5.31K $5.44M
AXP
American Express CO

Financial Services
900
+ 909.09%
$267.35 - $305.57 $241K - $275K
999 $296K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.5K
New
$87.42 - $98.06 $219K - $245K
2.5K $223K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.18%
$873.59 - $994.69 $6.99K - $7.96K
4.46K $4.08M
KMX
Carmax Inc

Consumer Cyclical
123
+ 0.45%
$71.11 - $87.2 $8.75K - $10.7K
27.3K $2.23M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.48K
+ 9964.44%
$23.29 - $23.93 $104K - $107K
4.53K $106K
CRWD
Crowd Strike Holdings, Inc.

Technology
285
+ 570.0%
$275.15 - $388.2 $78.4K - $111K
335 $114K
IEMG
Ishares Inc

ETFs
1.64K
New
N/A
1.64K $88K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.77K
+ 13.54%
$71.75 - $75.11 $127K - $133K
14.8K $1.07M
BMY
Bristol Myers Squibb CO

Healthcare
900
New
$51.92 - $59.94 $46.7K - $53.9K
900 $50K
PANW
Palo Alto Networks Inc

Technology
1.93K
+ 100.0%
$181.96 - $405.9 $351K - $783K
3.86K $701K
PM
Philip Morris International Inc.

Consumer Defensive
518
+ 2.77%
$118.38 - $133.06 $61.3K - $68.9K
19.2K $2.31M
BNDX
Vanguard Total International B

ETFs
693
+ 55.31%
$48.91 - $50.61 $33.9K - $35.1K
1.95K $95K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$481.22 - $538.17 $481 - $538
1.18K $604K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 17.99%
$486.1 - $608.57 $12.2K - $15.2K
164 $93K
ANET
Arista Networks, Inc.

Technology
960
+ 300.0%
$104.78 - $431.02 $101K - $414K
1.28K $141K
WING
Wingstop Inc.

Consumer Cyclical
42
New
$281.09 - $422.95 $11.8K - $17.8K
42 $11K
FISV
Fiserv Inc

Technology
89
+ 0.45%
N/A
20K $2.5M
PG
Procter & Gamble CO

Consumer Defensive
370
+ 3.86%
$161.05 - $179.7 $59.6K - $66.5K
9.95K $1.67M
VEEV
Veeva Systems Inc

Healthcare
12
+ 0.1%
$201.81 - $250.45 $2.42K - $3.01K
12.4K $2.6M
EME
Emcor Group, Inc.

Industrials
13
New
$427.96 - $526.95 $5.56K - $6.85K
13 $5K
NU
Nu Holdings Ltd.

Financial Services
400
New
$10.24 - $15.89 $4.1K - $6.36K
400 $4K
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 7.94%
$7.63 - $16.88 $206 - $456
367 $5K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.3%
$124.61 - $133.96 $374 - $402
1.01K $130K
TFC
Truist Financial Corp

Financial Services
13
+ 1.0%
$41.51 - $48.1 $540 - $625
1.31K $56K
OXY
Occidental Petroleum Corp

Energy
41
+ 10.54%
$45.36 - $55.91 $1.86K - $2.29K
430 $21K
PFE
Pfizer Inc

Healthcare
25
+ 100.0%
$24.8 - $30.19 $620 - $755
50 $1K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.08%
$29.46 - $32.64 $29.5 - $32.6
1.21K $37K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
14
New
$109.13 - $130.93 $1.53K - $1.83K
14 $1K
AMD
Advanced Micro Devices Inc

Technology
8
New
$118.88 - $172.8 $951 - $1.38K
8 $0
MSOS
Advisorshares Tr Pure Us Canna

ETFs
150
+ 75.0%
$3.53 - $7.8 $530 - $1.17K
350 $1K
Call Uber Technologies I$67.5 Exp 03/21/25
3
New
N/A
3 $0
Guardian Pharmacy Svcs Iclass A
1.67K
New
N/A
1.67K $0
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 2.63%
$288.47 - $316.54 $288 - $317
39 $11K
Ishares Total Us Stock Market ETF
6
+ 0.35%
N/A
1.73K $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.75%
$29.69 - $38.02 $29.7 - $38
135 $4K
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 1.55%
$47.57 - $52.44 $143 - $157
197 $9K
DUK
Duke Energy Corp

Utilities
6
+ 0.97%
$105.76 - $120.76 $635 - $725
626 $67K
SBUX
Starbucks Corp

Consumer Cyclical
269
+ 0.93%
$87.44 - $102.5 $23.5K - $27.6K
29.2K $2.66M
OTIS
Otis Worldwide Corp

Industrials
312
+ 1.88%
$92.57 - $106.01 $28.9K - $33.1K
16.9K $1.56M
DHR
Danaher Corp

Healthcare
177
+ 3.43%
$226.16 - $274.52 $40K - $48.6K
5.34K $1.23M
JNJ
Johnson & Johnson

Healthcare
187
+ 1.25%
$143.34 - $165.86 $26.8K - $31K
15.2K $2.19M
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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