Investment Research & Advisory Group, Inc. Portfolio Holdings

Investment Research & Advisory Group, Inc.

  • $237 Million
  • Q1 2025

Investment Research & Advisory Group, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Million distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47.9M, Apple Inc. with a value of $18M, Microsoft Corp with a value of $9.16M, Amazon Com Inc with a value of $7.78M, and Nvidia Corp with a value of $7.51M.

Examining the 13F form we can see an decrease of $94.3M in the current position value, from $331M to 237M.

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

Portfolio value $237 Million
ETFs: $60.5 Million
Technology: $54.7 Million
Financial Services: $39.6 Million
Healthcare: $22.4 Million
Consumer Cyclical: $18.5 Million
Communication Services: $16.7 Million
Consumer Defensive: $11.9 Million
Industrials: $10.9 Million
Other: $1.42 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$18 Million 7.59% of portfolio
80,907
Q1 2025 Reduced 1.73%
$2.74T
$9.16 Million 3.87% of portfolio
24,404
Q1 2025 Added 0.49%
$1.76T
$7.78 Million 3.29% of portfolio
40,893
Q1 2025 Reduced 1.34%
$253B
$7.51 Million 3.17% of portfolio
69,295
Q1 2025 Reduced 90.13%
$493B
$7.36 Million 3.11% of portfolio
13,433
Q1 2025 Reduced 0.33%
$539B
$6.89 Million 2.91% of portfolio
19,664
Q1 2025 Reduced 0.12%
$903B
$6.59 Million 2.78% of portfolio
42,606
Q1 2025 Added 0.45%
$680B
$6.25 Million 2.64% of portfolio
25,461
Q1 2025 Added 0.46%
$1.13T
$5.81 Million 2.45% of portfolio
10,080
Q1 2025 Reduced 1.02%
$798B
$5.53 Million 2.34% of portfolio
6,697
Q1 2025 Added 3.22%
$440B
$4.34 Million 1.83% of portfolio
4,590
Q1 2025 Added 3.01%
$247B
$4.04 Million 1.71% of portfolio
15,072
Q1 2025 Added 0.22%
$674B
$3.8 Million 1.6% of portfolio
7,126
Q1 2025 Added 1.19%
$433B
$3.6 Million 1.52% of portfolio
3,859
Q1 2025 Added 8.1%
$425B
$3.37 Million 1.42% of portfolio
6,433
Q1 2025 Added 2.01%
$253B
$3.24 Million 1.37% of portfolio
20,416
Q1 2025 Added 6.32%
$412B
$2.9 Million 1.22% of portfolio
17,494
Q1 2025 Added 15.43%
$404B
$1.95 Million 0.82% of portfolio
11,438
Q1 2025 Added 14.98%
$363B
$874,000 0.37% of portfolio
2,387
Q1 2025 Added 0.72%
$933B
$605,000 0.26% of portfolio
3,878
Q1 2025 Reduced 0.33%
$306B
$275,000 0.12% of portfolio
1,313
Q1 2025 Added 10.06%
$316B
$234,000 0.1% of portfolio
3,275
Q1 2025 Added 14.99%
$300B
$199,000 0.08% of portfolio
4,776
Q3 2024 Reduced 0.62%
$229B
$133,000 0.06% of portfolio
1,008
Q1 2025 Added 13.51%
$270B
$117,000 0.05% of portfolio
703
Q3 2021 Reduced 7.13%
$253B
$85,000 0.04% of portfolio
971
Q1 2025 Added 41.34%
$246B
$87,000 0.04% of portfolio
1,225
Q4 2022 Reduced 8.92%
$229B
$44,000 0.02% of portfolio
144
Q1 2025 Added 269.23%
$347B
$45,000 0.02% of portfolio
323
Q4 2023 Reduced 48.15%
$232B
$12,000 0.01% of portfolio
165
Q1 2025 New
$229B
$24,000 0.01% of portfolio
401
Q1 2025 Added 33.22%
$787B
$1,000 0.0% of portfolio
8
Q2 2024 Added 33.33%
$762B
$6,000 0.0% of portfolio
25
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $237 Million
  • Prior Value $331 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 49 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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