- New Purchases: MINT, MCK, USMV, IAU, RCL,
- Added Positions: PFNX, PM, SBUX, PG, MMM, SCHW, QQQ, KMX, PTON,
- Reduced Positions: VOO, AAPL, AMZN, MSFT, SPYX, FB, GD, LYFT, V, INTC, BABA, NVS, UNH, CB, BLK, VB, VXUS, GOOGL, MCD, BRK.B, CRM, UBER, JPM, DIS, UN, GE, HAL, GILD, VZ,
- Sold Out: HOME, GS, NVDA, BIDU, IXC,
For the details of Investment Research & Advisory Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/investment+research+%26+advisory+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Investment Research & Advisory Group, Inc.- VANGUARD INDEX FDS (VOO) - 73,114 shares, 18.84% of the total portfolio. Shares reduced by 4.74%
- Apple Inc (AAPL) - 90,391 shares, 8.77% of the total portfolio. Shares reduced by 3.98%
- Amazon.com Inc (AMZN) - 1,872 shares, 4.94% of the total portfolio. Shares reduced by 5.74%
- Microsoft Corp (MSFT) - 26,266 shares, 4.63% of the total portfolio. Shares reduced by 3.47%
- Mastercard Inc (MA) - 13,679 shares, 3.87% of the total portfolio. Shares added by 0.04%
Investment Research & Advisory Group, Inc. initiated holding in PIMCO ETF TRUST. The purchase prices were between $101.57 and $102, with an estimated average price of $101.83. The stock is now traded at around $101.97. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,600 shares as of .
New Purchase: McKesson Corp (MCK)Investment Research & Advisory Group, Inc. initiated holding in McKesson Corp. The purchase prices were between $140.89 and $159.9, with an estimated average price of $151.85. The stock is now traded at around $142.59. The impact to a portfolio due to this purchase was 0.12%. The holding were 948 shares as of .
New Purchase: ISHARES TRUST (USMV)Investment Research & Advisory Group, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $60.74 and $66.36, with an estimated average price of $63.43. The stock is now traded at around $61.77. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,274 shares as of .
New Purchase: ISHARES GOLD TRUST (IAU)Investment Research & Advisory Group, Inc. initiated holding in ISHARES GOLD TRUST. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $17.82. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 55 shares as of .
New Purchase: Royal Caribbean Group (RCL)Investment Research & Advisory Group, Inc. initiated holding in Royal Caribbean Group. The purchase prices were between $47.12 and $71.95, with an estimated average price of $58.93. The stock is now traded at around $52.87. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 40 shares as of .
Sold Out: At Home Group Inc (HOME)Investment Research & Advisory Group, Inc. sold out a holding in At Home Group Inc. The sale prices were between $5.61 and $23.33, with an estimated average price of $13.15.
Sold Out: Goldman Sachs Group Inc (GS)Investment Research & Advisory Group, Inc. sold out a holding in Goldman Sachs Group Inc. The sale prices were between $186.12 and $216.9, with an estimated average price of $203.48.
Sold Out: NVIDIA Corp (NVDA)Investment Research & Advisory Group, Inc. sold out a holding in NVIDIA Corp. The sale prices were between $381.2 and $573.86, with an estimated average price of $464.8.
Sold Out: ISHARES TRUST (IXC)Investment Research & Advisory Group, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $16.4 and $20.37, with an estimated average price of $18.89.
Sold Out: Baidu Inc (BIDU)Investment Research & Advisory Group, Inc. sold out a holding in Baidu Inc. The sale prices were between $115.69 and $132.93, with an estimated average price of $123.89.
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