IR
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Investment Research & Advisory Group, Inc.13F | |
| Investment Research & Advisory Group, Inc. | |
| Last update 2025-07-17 | 243 Stocks (27 new) |
| Value $268.00 Mil | Turnover 7 % |
Investment Research & Advisory... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 110,107 | 62,544.6 | +18.14% | 23.330 | +3.58% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
AAPL | Apple Inc | 75,382 | 15,466.2 | -6.83% | 5.770 | -0.51% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 68,700 | 10,853.9 | -0.86% | 4.050 | -0.03% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 20,945 | 10,418.4 | -14.17% | 3.890 | -0.54% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 40,658 | 8,920.0 | -0.57% | 3.330 | -0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MA | Mastercard Inc | 13,497 | 7,584.9 | +0.48% | 2.830 | +0.01% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
GOOGL | Alphabet Inc | 42,738 | 7,531.6 | +0.31% | 2.810 | +0.01% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
JPM | JPMorgan Chase & Co | 25,608 | 7,424.1 | +0.58% | 2.770 | +0.02% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
META | Meta Platforms Inc | 9,674 | 7,140.8 | -4.03% | 2.660 | -0.10% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
V | Visa Inc | 19,209 | 6,820.2 | -2.31% | 2.540 | -0.07% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services |
Investment Research & Advisory Group, Inc.'s Historical Top Holdings Breakdowns
Investment Research & Advisory Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +3.58% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Add 18.14% | 110,107 | 16,906 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -1.41% | 274.35 ($384.44) 599.47 | $282.65 | -26.48% | Reduce -99.77% | 15 | -6,418 | |
BA | Boeing Co | 2025-06-30 | Add Add | +0.88% | 136.59 ($188.59) 217.51 | $229.34 | 21.61% | Add 1267.57% | 12,103 | 11,218 | |
VTWO | Vanguard Russell 2000 Index Fund | 2025-06-30 | Add Add | +0.56% | 70.56 ($81.33) 87.22 | $89.86 | 10.49% | Add 544.4% | 20,292 | 17,143 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.54% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Reduce -14.17% | 20,945 | -3,459 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.51% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -6.83% | 75,382 | -5,525 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.37% | 67.83 ($79.31) 84.09 | $82.56 | 4.10% | Add 343.04% | 15,524 | 12,020 | |
ASML | ASML Holding NV | 2025-06-30 | Reduce Reduce | -0.35% | 595.37 ($716.78) 815.24 | $734.58 | 2.48% | Reduce -26.59% | 3,517 | -1,274 | |
ADBE | Adobe Inc | 2025-06-30 | Reduce Reduce | -0.23% | 340 ($385.29) 420.68 | $365.79 | -5.06% | Reduce -25.71% | 4,134 | -1,431 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.22% | 47.74 ($55.77) 60.03 | $61.05 | 9.47% | Add 478.52% | 11,553 | 9,556 |
Investment Research & Advisory Group, Inc. Total Holding History ($B)
Investment Research & Advisory Group, Inc.'s Asset Allocation
Investment Research & Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Investment Research & Advisory Group, Inc.'s Hypothetical Growth since 2025-06-30
Investment Research & Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Investment Research & Advisory Group, Inc.'s Holdings Heat Map
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Investment Research & Advisory Group, Inc.'s Holdings Bubble Chart
Investment Research & Advisory Group, Inc. News
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