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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$94.3 Million 28.49% of portfolio
702,355
Q4 2024 Added 870.34%
$3.95T
$20.6 Million 6.23% of portfolio
82,329
Q4 2024 Reduced 1.38%
$3.04T
$10.2 Million 3.09% of portfolio
24,285
Q4 2024 Reduced 2.75%
$2.21T
$9.09 Million 2.75% of portfolio
41,448
Q4 2024 Reduced 1.44%
$1.07T
$8.03 Million 2.43% of portfolio
42,415
Q4 2024 Reduced 0.06%
$532B
$7.1 Million 2.14% of portfolio
13,478
Q4 2024 Added 0.54%
$570B
$6.22 Million 1.88% of portfolio
19,688
Q4 2024 Added 0.22%
$775B
$6.08 Million 1.83% of portfolio
25,344
Q4 2024 Reduced 0.38%
$1.54T
$6.01 Million 1.81% of portfolio
10,184
Q4 2024 Reduced 2.44%
$147B
$5.44 Million 1.64% of portfolio
5,308
Q4 2024 Added 0.13%
$310B
$5.03 Million 1.52% of portfolio
15,039
Q4 2024 Reduced 0.86%
$830B
$5.01 Million 1.51% of portfolio
6,488
Q4 2024 Added 1.0%
$146B
$4.73 Million 1.43% of portfolio
63,931
Q4 2024 Reduced 0.63%
$458B
$4.08 Million 1.23% of portfolio
4,456
Q4 2024 Added 0.18%
$111B
$3.73 Million 1.13% of portfolio
13,501
Q4 2024 Reduced 0.72%
$156B
$3.46 Million 1.04% of portfolio
57,360
Q4 2024 Reduced 0.35%
$198B
$3.41 Million 1.03% of portfolio
687
Q4 2024 Added 0.44%
$293B
$3.25 Million 0.98% of portfolio
4,694
Q4 2024 Added 1.51%
$623B
$3.19 Million 0.96% of portfolio
7,042
Q4 2024 Reduced 0.34%
$436B
$3.19 Million 0.96% of portfolio
6,306
Q4 2024 Reduced 0.28%
$446B
$3.18 Million 0.96% of portfolio
3,570
Q4 2024 Added 5.9%
$72.6B
$2.77 Million 0.84% of portfolio
5,717
Q4 2019 New
$128B
$2.66 Million 0.8% of portfolio
29,179
Q4 2024 Added 0.93%
$31.7B
$2.6 Million 0.79% of portfolio
12,375
Q4 2024 Added 0.1%
$116B
$2.56 Million 0.77% of portfolio
5,259
Q4 2024 Added 2.2%
$66.7B
$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%
$218B
$2.46 Million 0.74% of portfolio
14,732
Q4 2024 Reduced 1.08%
$239B
$2.31 Million 0.7% of portfolio
19,202
Q4 2024 Added 2.77%
$13.1B
$2.23 Million 0.67% of portfolio
27,301
Q4 2024 Added 0.45%
$424B
$2.19 Million 0.66% of portfolio
15,155
Q4 2024 Added 1.25%
$207B
$2.15 Million 0.65% of portfolio
4,839
Q4 2024 Added 2.24%
$209B
$1.92 Million 0.58% of portfolio
3,698
Q4 2024 Reduced 12.24%
$26.5B
$1.72 Million 0.52% of portfolio
34,000
Q1 2024 Reduced 0.58%
$403B
$1.67 Million 0.5% of portfolio
9,948
Q4 2024 Added 3.86%
$41B
$1.56 Million 0.47% of portfolio
16,872
Q4 2024 Added 1.88%
$153B
$1.23 Million 0.37% of portfolio
5,338
Q4 2024 Added 3.43%
$394B
$921,000 0.28% of portfolio
2,370
Q2 2024 Reduced 1.25%
$8.39B
$911,000 0.28% of portfolio
6,422
Q3 2024 Reduced 19.7%
$4.57B
$716,000 0.22% of portfolio
36,098
Q4 2023 Reduced 7.7%
$1.11T
$741,000 0.22% of portfolio
3,891
Q2 2024 Added 0.46%
$57.2B
$701,000 0.21% of portfolio
3,856
Q4 2024 Added 100.0%
$66.1B
$329,000 0.1% of portfolio
1,171
Q4 2019 New
$221B
$296,000 0.09% of portfolio
999
Q4 2024 Added 909.09%
$148B
$279,000 0.08% of portfolio
1,132
Q4 2019 New
$227B
$244,000 0.07% of portfolio
2,462
Q3 2022 Reduced 10.57%
$360B
$209,000 0.06% of portfolio
4,776
Q3 2024 Reduced 0.62%
$3.55B
$215,000 0.06% of portfolio
11,980
Q1 2024 Reduced 45.87%
$88.6B
$210,000 0.06% of portfolio
910
Q3 2024 Added 900.0%

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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