Investment Research & Advisory Group, Inc. Incresed Positions in Q1 2025

Investment Research & Advisory Group, Inc.

  • $237 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
+ 6.32%
$117.15 - $158.79 $142K - $193K
20.4K $3.24M
UBER
Uber Technologies, Inc

Technology
278
+ 0.48%
$63.17 - $81.49 $17.6K - $22.7K
57.6K $4.2M
JNJ
Johnson & Johnson

Healthcare
2.34K
+ 15.43%
$142.06 - $167.7 $332K - $392K
17.5K $2.9M
VEEV
Veeva Systems Inc

Healthcare
1.73K
+ 13.98%
$210.58 - $246.8 $364K - $427K
14.1K $3.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 1.19%
$442.66 - $534.52 $37.2K - $44.9K
7.13K $3.8M
GE
General Electric CO

Industrials
438
+ 2.97%
$168.59 - $212.13 $73.8K - $92.9K
15.2K $3.04M
CB
Chubb LTD

Financial Services
609
+ 4.51%
$257.71 - $301.99 $157K - $184K
14.1K $4.26M
LLY
Eli Lilly & CO

Healthcare
209
+ 3.22%
$725.72 - $929.72 $152K - $194K
6.7K $5.53M
OTIS
Otis Worldwide Corp

Industrials
3K
+ 17.77%
$90.77 - $104.01 $272K - $312K
19.9K $2.05M
SBUX
Starbucks Corp

Consumer Cyclical
2.4K
+ 8.21%
$91.75 - $115.81 $220K - $277K
31.6K $3.1M
SCHW
Schwab Charles Corp

Financial Services
1.25K
+ 1.96%
$71.24 - $83.64 $89.1K - $105K
65.2K $5.1M
PG
Procter & Gamble CO

Consumer Defensive
1.49K
+ 14.98%
$158.56 - $176.26 $236K - $263K
11.4K $1.95M
COST
Costco Wholesale Corp

Consumer Defensive
134
+ 3.01%
$890.62 - $1076.86 $119K - $144K
4.59K $4.34M
GD
General Dynamics Corp

Industrials
602
+ 6.22%
$241.94 - $272.58 $146K - $164K
10.3K $2.8M
UNH
Unitedhealth Group Inc

Healthcare
127
+ 2.01%
$461.52 - $548.18 $58.6K - $69.6K
6.43K $3.37M
JPM
Jpmorgan Chase & CO

Financial Services
117
+ 0.46%
$225.19 - $279.95 $26.3K - $32.8K
25.5K $6.25M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.18K
+ 7.95%
$71.17 - $73.66 $84K - $86.9K
16K $1.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
470
+ 3.36%
$58.01 - $64.46 $27.3K - $30.3K
14.5K $898K
ABBV
Abb Vie Inc.

Healthcare
120
+ 10.06%
$169.2 - $216.66 $20.3K - $26K
1.31K $275K
IEFA
Ishares Tr

ETFs
607
+ 20.95%
$69.57 - $78.65 $42.2K - $47.7K
3.5K $265K
AMGN
Amgen Inc

Healthcare
100
+ 16.98%
$258.59 - $327.36 $25.9K - $32.7K
689 $214K
KMX
Carmax Inc

Consumer Cyclical
2.12K
+ 7.75%
$69.25 - $89.19 $146K - $189K
29.4K $2.29M
AVUV
American Centy ETF Tr Avantis

ETFs
812
+ 53.39%
$84.95 - $100.62 $69K - $81.7K
2.33K $203K
KO
Coca Cola CO

Consumer Defensive
427
+ 14.99%
$60.81 - $72.32 $26K - $30.9K
3.28K $234K
BMY
Bristol Myers Squibb CO

Healthcare
750
+ 83.33%
$53.9 - $63.11 $40.4K - $47.3K
1.65K $100K
VEU
Vanguard Ftse All World Ex Us

ETFs
209
+ 2.28%
$56.51 - $62.98 $11.8K - $13.2K
9.36K $567K
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 269.23%
$279.74 - $321.29 $29.4K - $33.7K
144 $44K
ABT
Abbott Laboratories

Healthcare
120
+ 13.51%
$111.1 - $140.22 $13.3K - $16.8K
1.01K $133K
VTWO
Vanguard Russell 2000 ETF

ETFs
648
+ 25.91%
$80.08 - $92.93 $51.9K - $60.2K
3.15K $253K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.19K
+ 26.28%
$23.32 - $23.84 $27.8K - $28.4K
5.72K $133K
MDLZ
Mondelez International, Inc.

Consumer Defensive
140
+ 8.71%
$56.12 - $68.15 $7.86K - $9.54K
1.75K $118K
GS
Goldman Sachs Group Inc

Financial Services
50
+ 30.49%
$524.81 - $672.19 $26.2K - $33.6K
214 $116K
WMT
Walmart Inc.

Consumer Defensive
284
+ 41.34%
$84.5 - $105.05 $24K - $29.8K
971 $85K
IEMG
Ishares Inc

ETFs
354
+ 21.55%
N/A
2K $107K
OXY
Occidental Petroleum Corp

Energy
367
+ 85.35%
$45.45 - $52.7 $16.7K - $19.3K
797 $39K
GILD
Gilead Sciences, Inc.

Healthcare
100
+ 33.33%
$89.14 - $117.41 $8.91K - $11.7K
400 $44K
NVO
Novo Nordisk A S

Healthcare
424
+ 45.11%
$69.3 - $90.95 $29.4K - $38.6K
1.36K $94K
FISV
Fiserv Inc

Technology
102
+ 0.51%
N/A
20.1K $2.51M
MDT
Medtronic PLC

Healthcare
93
+ 85.32%
$79.84 - $94.5 $7.43K - $8.79K
202 $18K
DUK
Duke Energy Corp

Utilities
1
+ 0.16%
$105.87 - $121.97 $106 - $122
627 $76K
O
Realty Income Corp

Real Estate
115
+ 23.0%
$51.67 - $58.49 $5.94K - $6.73K
615 $35K
PFE
Pfizer Inc

Healthcare
350
+ 700.0%
$25.01 - $27.13 $8.75K - $9.5K
400 $10K
BNDX
Vanguard Total International B

ETFs
197
+ 10.12%
$48.33 - $49.5 $9.52K - $9.75K
2.14K $104K
APD
Air Products & Chemicals, Inc.

Basic Materials
25
+ 13.51%
$283.24 - $338.07 $7.08K - $8.45K
210 $61K
AVGO
Broadcom Inc.

Technology
397
+ 43.63%
$167.43 - $244.7 $66.5K - $97.1K
1.31K $218K
VZ
Verizon Communications Inc

Communication Services
144
+ 144.0%
$37.81 - $46.49 $5.44K - $6.69K
244 $11K
MRK
Merck & Co., Inc.

Healthcare
336
+ 13.65%
$83.01 - $101.02 $27.9K - $33.9K
2.8K $251K
CSCO
Cisco Systems, Inc.

Technology
100
+ 33.22%
$58.74 - $64.87 $5.87K - $6.49K
401 $24K
INTC
Intel Corp

Technology
201
+ 402.0%
$19.1 - $27.39 $3.84K - $5.51K
251 $5K
Activity Summary
Buys All Purchases 128 New Holdings 49 Increased Positions 79 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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