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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$273B
$94.3 Million 28.49% of portfolio
702,355
Q4 2024 Added 870.34%
$3.5T
$20.6 Million 6.23% of portfolio
82,329
Q4 2024 Reduced 1.38%
$2.82T
$10.2 Million 3.09% of portfolio
24,285
Q4 2024 Reduced 2.75%
$1.96T
$9.09 Million 2.75% of portfolio
41,448
Q4 2024 Reduced 1.44%
$969B
$8.03 Million 2.43% of portfolio
42,415
Q4 2024 Reduced 0.06%
$516B
$7.1 Million 2.14% of portfolio
13,478
Q4 2024 Added 0.54%
$561B
$6.22 Million 1.88% of portfolio
19,688
Q4 2024 Added 0.22%
$712B
$6.08 Million 1.83% of portfolio
25,344
Q4 2024 Reduced 0.38%
$1.36T
$6.01 Million 1.81% of portfolio
10,184
Q4 2024 Reduced 2.44%
$270B
$5.03 Million 1.52% of portfolio
15,039
Q4 2024 Reduced 0.86%
$782B
$5.01 Million 1.51% of portfolio
6,488
Q4 2024 Added 1.0%
$411B
$4.08 Million 1.23% of portfolio
4,456
Q4 2024 Added 0.18%
$268B
$3.25 Million 0.98% of portfolio
4,694
Q4 2024 Added 1.51%
$683B
$3.19 Million 0.96% of portfolio
7,042
Q4 2024 Reduced 0.34%
$483B
$3.19 Million 0.96% of portfolio
6,306
Q4 2024 Reduced 0.28%
$416B
$3.18 Million 0.96% of portfolio
3,570
Q4 2024 Added 5.9%
$241B
$2.31 Million 0.7% of portfolio
19,202
Q4 2024 Added 2.77%
$428B
$2.19 Million 0.66% of portfolio
15,155
Q4 2024 Added 1.25%
$398B
$1.67 Million 0.5% of portfolio
9,948
Q4 2024 Added 3.86%
$367B
$921,000 0.28% of portfolio
2,370
Q2 2024 Reduced 1.25%
$950B
$741,000 0.22% of portfolio
3,891
Q2 2024 Added 0.46%
$226B
$244,000 0.07% of portfolio
2,462
Q3 2022 Reduced 10.57%
$331B
$209,000 0.06% of portfolio
4,776
Q3 2024 Reduced 0.62%
$363B
$211,000 0.06% of portfolio
1,193
Q1 2020 Added 72.15%
$304B
$177,000 0.05% of portfolio
2,848
Q3 2024 Reduced 13.64%
$229B
$100,000 0.03% of portfolio
888
Q4 2019 New
$325B
$101,000 0.03% of portfolio
703
Q3 2021 Reduced 7.13%
$268B
$86,000 0.03% of portfolio
1,225
Q4 2022 Reduced 8.92%
$380B
$53,000 0.02% of portfolio
323
Q4 2023 Reduced 48.15%
$231B
$62,000 0.02% of portfolio
687
Q3 2024 Added 44.94%
$250B
$17,000 0.01% of portfolio
301
Q1 2024 Reduced 6.23%
$857B
$1,000 0.0% of portfolio
8
Q2 2024 Added 33.33%
$229B
$0 0.0% of portfolio
3
Q4 2024 Reduced 25.0%
$206B
$13,000 0.0% of portfolio
88
Q3 2021 Added 49.15%
$226B
$11,000 0.0% of portfolio
39
Q4 2024 Added 2.63%

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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