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Investment Research & Advisory Group

Latest statistics and disclosures from Investment Research & Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AAPL, GOOGL, NVDA, MSFT, and represent 42.89% of Investment Research & Advisory Group's stock portfolio.
Added to shares of these 10 stocks: NFLX, PANW, SHOP, Pinnacle Financial Partners, PFG, IVV, CAT, DHR, TSLA, VTI.
Started 35 new stock positions in ICE, XRPI, Pinnacle Financial Partners, VONG, ONDS, UAMY, SPYM, SPYG, VOE, DIA.
Reduced shares in these 10 stocks: FI, KMX, VOO, SNPS, NVDA, IRT, GEV, OTIS, MO, SCHW.
Sold out of its positions in APLD, CMG, FI, GNRC, MBC, MSTR, Mr Cooper Group, OGN, ONL, PYPL. SLB, SNPS, UPS.
Investment Research & Advisory Group was a net buyer of stock by $3.8M.
Investment Research & Advisory Group has $302M in assets under management (AUM), dropping by 2.39%.
Central Index Key (CIK): 0001802136

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Portfolio Holdings for Investment Research & Advisory Group

Investment Research & Advisory Group holds 275 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	23.9	$72M		115k	627.13	View chart
Apple (AAPL)	6.9	$21M		77k	272.89	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	4.5	$14M		43k	314.35	View chart
NVIDIA Corporation (NVDA)	4.2	$13M		68k	187.80	View chart
Microsoft Corporation (MSFT)	3.4	$10M		21k	486.92	View chart
Amazon (AMZN)	3.2	$9.6M		41k	231.88	View chart
JPMorgan Chase & Co. (JPM)	2.8	$8.3M		26k	322.92	View chart
Eli Lilly & Co. (LLY)	2.6	$7.9M		7.3k	1077.07	View chart
Mastercard Inc Class Class A Cl A (MA)	2.6	$7.8M		14k	571.55	View chart
Visa Inc Class Class A Com Cl A (V)	2.3	$6.9M		20k	351.29	View chart
Charles Schwab Corporation (SCHW)	2.2	$6.6M		66k	99.91	View chart
Meta Platforms Inc Class A Cl A (META)	2.2	$6.6M		9.9k	662.77	View chart
BlackRock	1.9	$5.7M		5.3k	1070.93	View chart
General Electric (GE)	1.6	$4.9M		16k	308.45	View chart
Uber Technologies (UBER)	1.6	$4.8M		59k	81.76	View chart
Johnson & Johnson (JNJ)	1.5	$4.6M		22k	207.41	View chart
Chubb (CB)	1.5	$4.4M		14k	312.34	View chart
salesforce (CRM)	1.4	$4.3M		16k	265.22	View chart
Costco Wholesale Corporation (COST)	1.4	$4.2M		4.9k	863.55	View chart
Booking Holdings (BKNG)	1.3	$4.1M		758.00	5352.90	View chart
Iqvia Holdings (IQV)	1.3	$4.0M		18k	225.46	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML)	1.3	$4.0M		3.8k	1069.86	View chart
Berkshire Hathaway Class Class B Cl B New (BRK.B)	1.3	$3.8M		7.6k	504.70	View chart
Netflix (NFLX)	1.2	$3.7M	+897%	39k	93.90	View chart
General Dynamics Corporation (GD)	1.2	$3.7M		11k	336.78	View chart
Philip Morris International (PM)	1.1	$3.3M		21k	160.56	View chart
Veeva Sys Inc Class Class A Cl A Com (VEEV)	1.1	$3.3M		15k	223.23	View chart
Boeing Company (BA)	1.0	$3.0M		14k	217.35	View chart
Lockheed Martin Corporation (LMT)	1.0	$2.9M		6.0k	484.10	View chart
Starbucks Corporation (SBUX)	0.9	$2.8M		33k	84.26	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.9	$2.8M	+2%	11k	257.95	View chart
Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO)	0.8	$2.4M	+3%	24k	99.52	View chart
Caterpillar (CAT)	0.8	$2.4M	+8%	4.1k	574.35	View chart
Spdr S&p 500 Etf Spdr S&p 500 Etf (SPYX)	0.6	$1.9M		2.8k	682.01	View chart
Thermo Fisher Scientific (TMO)	0.6	$1.9M	+5%	3.3k	580.99	View chart
Procter & Gamble Company (PG)	0.6	$1.8M		13k	143.77	View chart
Palo Alto Networks (PANW)	0.6	$1.8M	+295%	9.6k	184.53	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.6	$1.7M	+5%	19k	89.46	View chart
Adobe Systems Incorporated (ADBE)	0.5	$1.7M		4.7k	350.44	View chart
Archer Daniels Midland Company (ADM)	0.5	$1.5M		26k	57.51	View chart
Ge Vernova (GEV)	0.5	$1.4M	-7%	2.2k	654.99	View chart
Danaher Corporation (DHR)	0.5	$1.4M	+11%	5.9k	229.42	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.4	$1.2M	+4%	3.9k	316.10	View chart
Shopify Inc Fclass Class A Cl A (SHOP)	0.4	$1.2M	+3206%	7.4k	160.97	View chart
Vanguard Total Bond Market Etf Total Bnd Mkt (BND)	0.4	$1.2M	+4%	16k	74.07	View chart
Vanguard Total International Stk Etf Vg Tl Intl Stk F (VXUS)	0.4	$1.1M	+4%	15k	75.44	View chart
Ishares Core S&p Mid Capetf Core S&p Mcp Etf (IJH)	0.3	$1.0M	+7%	16k	66.00	View chart
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV)	0.3	$990k	+24%	1.4k	685.15	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	0.3	$897k	+4%	13k	67.22	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$871k		7.1k	123.25	View chart
Home Depot (HD)	0.3	$805k		2.3k	347.04	View chart
Vanguard Ftse All World Ex Us Etf Allwrld Ex Us Etf (VEU)	0.2	$743k		9.5k	78.30	View chart
Merck & Co (MRK)	0.2	$716k	+2%	6.7k	106.10	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$547k		2.6k	212.04	View chart
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$536k		3.8k	141.16	View chart
Independence Realty Trust In (IRT)	0.2	$524k	-17%	30k	17.48	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.2	$511k		4.1k	125.92	View chart
Broadcom (AVGO)	0.2	$478k		1.3k	370.65	View chart
State Srt Spdr Prtfl Hghyld Bnd Etf Portfli High Yld Etf (SPHY)	0.1	$439k	+7%	19k	23.67	View chart
Choice Hotels International (CHH)	0.1	$404k		4.2k	95.25	View chart
FedEx Corporation (FDX)	0.1	$344k		1.2k	289.93	View chart
Coca-Cola Company (KO)	0.1	$301k	+4%	4.3k	70.58	View chart
Tesla Motors (TSLA)	0.1	$298k	+73%	606.00	492.02	View chart
Pinnacle Financial Partners	0.1	$292k	NEW	3.1k	95.44	View chart
Lowe's Companies (LOW)	0.1	$290k	+4%	1.2k	243.49	View chart
Bank of America Corporation (BAC)	0.1	$272k		4.8k	56.51	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$265k	+15%	2.1k	129.08	View chart
Ishares Total Us Stock Market Etf Core S&p Ttl Stk Etf	0.1	$255k		1.7k	148.72	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.1	$239k		2.3k	102.00	View chart
Principal Financial (PFG)	0.1	$233k	NEW	2.6k	88.48	View chart
Invsc Variable Rate Preferred Etf Var Rate Pfd (VRP)	0.1	$228k	+2%	9.4k	24.33	View chart
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$224k		741.00	302.11	View chart
Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR)	0.1	$223k		1.1k	211.86	View chart
Abbvie (ABBV)	0.1	$211k		888.00	237.90	View chart
McDonald's Corporation (MCD)	0.1	$211k	+11%	674.00	312.73	View chart
Goldman Sachs (GS)	0.1	$198k		217.00	911.34	View chart
Amgen (AMGN)	0.1	$172k	+5%	514.00	334.05	View chart
Crowdstrike Hldgs Inc Class A Cl A (CRWD)	0.1	$163k		342.00	475.61	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.1	$155k	+50%	3.4k	45.89	View chart
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ)	0.0	$140k	+36%	229.00	613.17	View chart
State Street Spdr S&p Div Etf S&p Divid Etf (SDY)	0.0	$140k	-14%	1.0k	139.16	View chart
Wal-Mart Stores (WMT)	0.0	$139k	-15%	1.2k	120.36	View chart
Citigroup Com New (C)	0.0	$137k		1.1k	120.87	View chart
Sofi Technologies Note (SOFI)	0.0	$132k		5.0k	26.32	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.0	$126k	+2585%	376.00	335.38	View chart
Arista Networks	0.0	$122k		905.00	134.22	View chart
Lam Resh Corp Com New (LRCX)	0.0	$121k		678.00	177.94	View chart
Wells Fargo & Co Com New (WFC)	0.0	$120k		1.2k	98.09	View chart
State Stret Tec Select Sec Spdr Etf Technology (XLK)	0.0	$112k	+99%	425.00	262.62	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$110k		305.00	360.66	View chart
Constellation Energy (CEG)	0.0	$101k		280.00	360.84	View chart
Reddit Inc Class A Cl A (RDDT)	0.0	$100k		430.00	232.01	View chart
Raytheon Technologies Corp (RTX)	0.0	$99k		513.00	193.77	View chart
Vanguard Total International Bnd Etf Total Int Bd Etf (BNDX)	0.0	$98k	+8%	2.0k	48.33	View chart
Bristol Myers Squibb (BMY)	0.0	$94k		1.7k	55.14	View chart
American Tower Reit (AMT)	0.0	$91k		508.00	179.14	View chart
Zeta Global Hldgs Corp Class Class A Cl A (ZETA)	0.0	$90k		4.4k	20.35	View chart
At&t (T)	0.0	$90k		3.5k	25.62	View chart
Duke Energy Corp Com New (DUK)	0.0	$84k	+10%	704.00	119.77	View chart
Truist Financial Corp equities (TFC)	0.0	$82k		1.6k	50.21	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.0	$76k	NEW	1.0k	75.05	View chart
Walt Disney Company (DIS)	0.0	$75k	-16%	637.00	117.20	View chart
Ste Strt Fincl Slct Sector Spdr Etf Financial (XLF)	0.0	$75k		481.00	155.18	View chart
Oracle Corporation (ORCL)	0.0	$69k		324.00	213.71	View chart
Brown & Brown (BRO)	0.0	$67k		835.00	79.70	View chart
American Express Company (AXP)	0.0	$65k		163.00	397.87	View chart
Chevron Corporation (CVX)	0.0	$64k		380.00	167.65	View chart
Micron Technology (MU)	0.0	$64k	NEW	200.00	318.23	View chart
First Trust Nasdaq Cybrscrty Etf Nasdaq Cyb Etf (CIBR)	0.0	$60k		840.00	71.45	View chart
St Strt Spdr Prtfl S&p 500 Vl Etf Iv Ut Ser 1 (SPYV)	0.0	$58k	NEW	1.0k	56.81	View chart
Exxon Mobil Corporation (XOM)	0.0	$58k		387.00	148.95	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVO)	0.0	$57k		1.1k	50.88	View chart
Alcoa (AA)	0.0	$55k		1.0k	53.14	View chart
State Strt Hlth Cre Slt Sec Spdr Etf Sbi Healthcare (XLV)	0.0	$53k		144.00	369.72	View chart
Gilead Sciences (GILD)	0.0	$53k		406.00	130.98	View chart
Altria (MO)	0.0	$51k	-60%	867.00	59.14	View chart
Pepsi (PEP)	0.0	$51k		322.00	157.27	View chart
Guardian Pharmacy Svcs Iclass A Cl A (GRDN)	0.0	$50k		1.7k	30.09	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.0	$49k	NEW	691.00	71.42	View chart
Grayscale Bitcoin Mini Trust Etf Shs Rep Com Ut (GBTC)	0.0	$49k		1.3k	38.73	View chart
Invesco Nasdaq Next Gen 100 Etf Nasdaqnxtgen100 (QQQJ)	0.0	$49k		1.3k	36.84	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.0	$49k	+645%	231.00	210.84	View chart
Avantis International Equity Etf Intl Eqt Etf (AVDE)	0.0	$49k	NEW	589.00	82.32	View chart
Air Products & Chemicals (APD)	0.0	$47k		187.00	252.89	View chart
Cisco Systems (CSCO)	0.0	$47k	+31%	529.00	88.18	View chart
Performance Food (PFGC)	0.0	$45k		500.00	89.92	View chart
Southern Company (SO)	0.0	$45k		504.00	88.41	View chart
Abbott Laboratories (ABT)	0.0	$44k		333.00	133.24	View chart
Hartford Total Return Etf Total Rtrn Etf (HTRB)	0.0	$44k	NEW	1.3k	34.15	View chart
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$41k	+570%	878.00	46.91	View chart
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB)	0.0	$41k	NEW	811.00	50.66	View chart
Pimco 0-5 Year High Yld Bnd Idx Etf 0-5 High Yield (HYS)	0.0	$41k	NEW	429.00	94.82	View chart
Exelon Corporation (EXC)	0.0	$40k		900.00	44.90	View chart
Delta Air Lines Inc Del Com N Ew (DAL)	0.0	$39k		552.00	70.78	View chart
Servicenow (NOW)	0.0	$38k	+400%	245.00	153.19	View chart
Dover Corporation (DOV)	0.0	$37k		183.00	200.07	View chart
Cirrus Logic (CRUS)	0.0	$36k		300.00	118.50	View chart
Occidental Petroleum Corporation (OXY)	0.0	$35k		854.00	41.48	View chart
Automatic Data Processing (ADP)	0.0	$35k		125.00	277.81	View chart
State Street Spdr Portfls&p 500 Etf State Street Spd (SPYM)	0.0	$35k	NEW	430.00	80.22	View chart
State Strt Cons Dsry Sltse Sp Etf Iv Sbi Cons Discr (XLY)	0.0	$34k	+101%	189.00	181.16	View chart
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA)	0.0	$34k	NEW	70.00	480.57	View chart
Globe Life (GL)	0.0	$32k		226.00	140.42	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.0	$31k	NEW	141.00	219.78	View chart
O'reilly Automotive (ORLY)	0.0	$30k	+31%	315.00	95.26	View chart
Autodesk (ADSK)	0.0	$30k		97.00	308.22	View chart
Target Corporation (TGT)	0.0	$30k		294.00	100.74	View chart
Brookfield Asset Mgmt Fclass A Cl A Exch Lt Vtg	0.0	$30k		565.00	52.39	View chart
Accenture Plc Ireland Fclass Class A Shs Class A (ACN)	0.0	$30k		97.00	304.26	View chart
Mohawk Industries (MHK)	0.0	$29k		269.00	109.30	View chart
FirstEnergy (FE)	0.0	$29k		640.00	45.68	View chart
Realty Income (O)	0.0	$29k		502.00	57.75	View chart
Emerson Electric (EMR)	0.0	$28k		201.00	139.32	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.0	$28k	NEW	157.00	177.37	View chart
Crh Public Limited Co F Adr	0.0	$27k		200.00	133.53	View chart
Ishares Msci China Etf Msci China Etf (MCHI)	0.0	$26k		439.00	60.07	View chart
Otis Worldwide Corp (OTIS)	0.0	$26k	-77%	290.00	89.46	View chart
Nu Hldgs Ltd Fclass Class A Ord Shs Cl A (NU)	0.0	$25k		1.5k	16.74	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.0	$25k	NEW	205.00	121.75	View chart
Murphy Usa (MUSA)	0.0	$25k		61.00	404.75	View chart
Carrier Global Corporation (CARR)	0.0	$24k	-10%	451.00	54.01	View chart
General Motors Company (GM)	0.0	$23k		267.00	87.10	View chart
Columbia Em Core Ex-china Etf Em Core Ex Etf (XCEM)	0.0	$22k	NEW	569.00	38.36	View chart
First Financial Bankshares (FFIN)	0.0	$21k		701.00	29.86	View chart
Kimberly-Clark Corporation (KMB)	0.0	$21k		197.00	104.98	View chart
MercadoLibre (MELI)	0.0	$20k		10.00	2014.30	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.0	$20k		340.00	58.90	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$20k		612.00	32.62	View chart
IDEXX Laboratories (IDXX)	0.0	$20k		27.00	726.63	View chart
Warner Bros Discovery Intender Offer Exp: 01/21/26 Com Ser A (WBD)	0.0	$19k		611.00	31.18	View chart
State Street Corporation (STT)	0.0	$19k		144.00	131.74	View chart
Hormel Foods Corporation (HRL)	0.0	$18k		745.00	23.70	View chart
Comcast Corp New Trades With Due Bills Cl A (CMCSA)	0.0	$16k		434.00	36.71	View chart
Pfizer (PFE)	0.0	$16k	-45%	523.00	30.40	View chart
Vulcan Materials Company (VMC)	0.0	$15k		50.00	308.04	View chart
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SE)	0.0	$15k		116.00	127.57	View chart
Baker Hughes Co. A Class Class A Cl A (BKR)	0.0	$15k		290.00	50.00	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$14k		549.00	26.21	View chart
Zoetis Inc Class Class A Cl A (ZTS)	0.0	$14k		109.00	129.05	View chart
Medtronic Plc F SHS (MDT)	0.0	$13k		109.00	119.85	View chart
Emcor (EME)	0.0	$13k		13.00	988.77	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.0	$13k	+2%	204.00	62.42	View chart
Intel Corporation (INTC)	0.0	$13k	-44%	251.00	49.84	View chart
Service Corporation International (SCI)	0.0	$13k		158.00	78.91	View chart
Cme (CME)	0.0	$12k	NEW	39.00	315.10	View chart
Shell Plc Ftender Offer Exp: Spon Ads (SHEL)	0.0	$12k		165.00	73.48	View chart
Prudential Financial (PRU)	0.0	$12k		101.00	119.92	View chart
Gartner (IT)	0.0	$11k		43.00	264.02	View chart
CarMax (KMX)	0.0	$11k	-98%	283.00	38.64	View chart
Vanguard Short-term Bondetf Short Trm Bond (BSV)	0.0	$11k		138.00	78.80	View chart
Northrop Grumman Corporation (NOC)	0.0	$11k		16.00	669.62	View chart
Intercontinental Exchange (ICE)	0.0	$10k	NEW	47.00	217.09	View chart
Wingstop (WING)	0.0	$10k		42.00	239.19	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$9.8k		110.00	88.73	View chart
Nuveen Muni Value Fund (NUV)	0.0	$9.5k		54.00	176.48	View chart
Wisdomtree India Earnings Etf India Erngs Fd (EPI)	0.0	$9.3k		200.00	46.29	View chart
Morgan Stanley Com New (MS)	0.0	$9.2k		18.00	512.89	View chart
ConocoPhillips (COP)	0.0	$9.0k		75.00	120.09	View chart
Prologis (PLD)	0.0	$8.7k		50.00	173.62	View chart
Ishares Bitcoin Etf Shs Ben Int (IBIT)	0.0	$8.0k		161.00	49.65	View chart
Atlassian Corp Class A Cl A	0.0	$7.9k		45.00	176.56	View chart
Airbnb Inc Class A Com Cl A (ABNB)	0.0	$7.9k		55.00	143.13	View chart
Public Service Enterprise (PEG)	0.0	$7.8k	NEW	84.00	92.73	View chart
Corteva (CTVA)	0.0	$7.7k		93.00	82.88	View chart
Boston Scientific Corporation (BSX)	0.0	$7.6k	NEW	64.00	119.19	View chart
UnitedHealth (UNH)	0.0	$7.6k		5.00	1518.60	View chart
Block Inc A Class Class A Cl A (XYZ)	0.0	$7.4k		98.00	75.05	View chart
Dex (DXCM)	0.0	$7.1k		100.00	71.02	View chart
Unusual Whales Sub Demo Trad Etf Unusual Subversi (NANC)	0.0	$7.0k		152.00	45.73	View chart
Invsc Buyback Achievers Etf Buyback Achiev (PKW)	0.0	$6.7k		50.00	134.32	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.0	$6.2k		14.00	444.57	View chart
CSX Corporation (CSX)	0.0	$6.1k		125.00	48.54	View chart
Lululemon Athletica (LULU)	0.0	$5.8k		28.00	207.82	View chart
Metropcs Communications (TMUS)	0.0	$5.7k	+7%	15.00	379.80	View chart
DTE Energy Company (DTE)	0.0	$5.7k	NEW	43.00	131.98	View chart
International Business Machines (IBM)	0.0	$5.7k		1.00	5662.00	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$5.5k		38.00	143.53	View chart
Kraft Heinz (KHC)	0.0	$5.1k		210.00	24.25	View chart
St Strt Spdr Prtl S&p 500 Grw Etf Iv State Street Spd (SPYG)	0.0	$5.0k	NEW	47.00	106.70	View chart
Hershey Company (HSY)	0.0	$5.0k	+4%	23.00	217.61	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.0	$4.9k		17.00	290.24	View chart
Match Group (MTCH)	0.0	$4.6k		144.00	32.22	View chart
Republic Services (RSG)	0.0	$4.2k		17.00	249.35	View chart
Dupont De Nemours (DD)	0.0	$4.1k		93.00	44.09	View chart
Qnity Electronics Common Stock (Q)	0.0	$4.1k	NEW	46.00	88.76	View chart
3M Company (MMM)	0.0	$4.0k		12.00	335.75	View chart
Joby Aviation Inc Fclass A Common Stock (JOBY)	0.0	$4.0k	NEW	300.00	13.20	View chart
Advisorshares Pure Us Cannabis Etf Pure Us Cannabis (MSOS)	0.0	$3.8k	+77%	800.00	4.72	View chart
Ark Autonomous Tech Rbtcs Etf Autnmus Technlgy (ARKQ)	0.0	$3.7k		32.00	114.66	View chart
Enterprise Products Partners (EPD)	0.0	$3.2k		101.00	32.17	View chart
Deckers Outdoor Corporation (DECK)	0.0	$2.8k		24.00	116.62	View chart
Dow (DOW)	0.0	$2.7k		93.00	29.16	View chart
Intercontinental Hotel Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (IHG)	0.0	$2.7k		19.00	140.84	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM)	0.0	$2.4k		8.00	303.88	View chart
Lumen Technologies (LUMN)	0.0	$2.3k		299.00	7.77	View chart
Protalix Biotherapeutics (PLX)	0.0	$1.8k		1.0k	1.80	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr New	0.0	$1.8k	+28%	27.00	65.41	View chart
Peloton Interactive Inc Class Class A Com Cl A (PTON)	0.0	$1.6k		260.00	6.16	View chart
Xrp Etf Xrp Etf (XRPI)	0.0	$1.5k	NEW	146.00	10.57	View chart
Invsc S P 500 Equal Weight Etf S&P500 (RSP)	0.0	$1.5k		8.00	191.50	View chart
Rivian Automotive Inc Class Class A Cl A (RBLX)	0.0	$1.4k		51.00	27.43	View chart
Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT)	0.0	$1.4k	NEW	5.00	279.20	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$1.4k		102.00	13.54	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Hedged Equity La (HELO)	0.0	$1.3k	NEW	19.00	66.42	View chart
Mfa Finl Inc Reit Note (MFA)	0.0	$1.2k	+4%	128.00	9.28	View chart
Dropbox Inc Class Class A Cl A (DBX)	0.0	$1.2k		30.00	38.93	View chart
Spotify Technology S A F SHS (SPOT)	0.0	$1.2k		2.00	580.50	View chart
Ford Motor Company (F)	0.0	$1.1k		12.00	94.00	View chart
Mid-America Apartment (MAA)	0.0	$1.1k	NEW	8.00	138.88	View chart
Solaredge Technologies (SEDG)	0.0	$1.1k		38.00	28.84	View chart
Ishares Msci India Indexetf Msci India Etf (INDA)	0.0	$1.1k		20.00	54.05	View chart
Ondas Hldgs Com New (ONDS)	0.0	$1.1k	NEW	110.00	9.76	View chart
Brookfield Business P Unit Ltd L P (BBU)	0.0	$1.1k		30.00	35.20	View chart
Brookfield Wealth So A Fclass A Cl A Exchangeab (BNT)	0.0	$1.0k	+46%	22.00	45.95	View chart
Viatris (VTRS)	0.0	$996.000400		43.00	23.16	View chart
Rocket Cos (RKT)	0.0	$851.999500	NEW	11.00	77.45	View chart
St Strt Spdr S&p 600 S Cgrw Etf Iv State Street Spd (SLYG)	0.0	$847.999800	NEW	9.00	94.22	View chart
Oklo Inc Class A Com Cl A (OKLO)	0.0	$646.000200	NEW	9.00	71.78	View chart
Soundhound Ai Inc Class A Class A Com (SOUN)	0.0	$558.000800		56.00	9.96	View chart
Brookfield Business Co Fclass A Cl A Exc Sub Vtg (BBUC)	0.0	$538.000500		15.00	35.87	View chart
United States Antimony (UAMY)	0.0	$391.996800	NEW	78.00	5.03	View chart
Aercap Holdings N V F SHS (AER)	0.0	$288.000000		2.00	144.00	View chart
Broadridge Financial Solutions (BR)	0.0	$223.000000	NEW	1.00	223.00	View chart
Epsium Enterprise Ltd Fclass A Ord Shs Cl A (EPSM)	0.0	$180.000000	+12%	90.00	2.00	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$174.999900		3.00	58.33	View chart
Revolve Group Inc Class A Cl A (RVLV)	0.0	$151.000000		5.00	30.20	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$140.000000	+66%	5.00	28.00	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.0	$139.000000		4.00	34.75	View chart
Occidental Pete C 27 Wtswarrants Exp 08/03/27 *w Exp 08/03/202 (OXY.WS)	0.0	$134.999900		7.00	19.29	View chart
St Stret Spdr Prtfl S&p 400 M Etf Iv Portfolio S&p400 (SPMD)	0.0	$117.000000		2.00	58.50	View chart
Principal U S Small Cap Etf Prin U S Small (PSC)	0.0	$116.000000		2.00	58.00	View chart
Fidelity Enhanced Intrntnl Etf Enhanced Intl (FENI)	0.0	$74.000000		2.00	37.00	View chart
Eaton Vance Total Returnbond Etf Eaton Vance Tota (EVTR)	0.0	$53.000000		1.00	53.00	View chart
Victoryshares Usaa Core Intermediate Bond Etf Core Intermediat (UITB)	0.0	$47.000000	NEW	1.00	47.00	View chart
Canopy Gro	0.0	$6.000000	-86%	5.00	1.20	View chart

Past Filings by Investment Research & Advisory Group

SEC 13F filings are viewable for Investment Research & Advisory Group going back to 2019

Investment Research & Advisory Group 2025 Q4 filed Jan. 20, 2026
Investment Research & Advisory Group 2025 Q3 filed Oct. 22, 2025
Investment Research & Advisory Group 2025 Q2 filed July 17, 2025
Investment Research & Advisory Group 2025 Q1 filed April 21, 2025
Investment Research & Advisory Group 2024 Q4 filed Jan. 21, 2025
Investment Research & Advisory Group 2024 Q3 filed Oct. 23, 2024
Investment Research & Advisory Group 2024 Q2 filed July 30, 2024
Investment Research & Advisory Group 2024 Q1 filed April 17, 2024
Investment Research & Advisory Group 2023 Q4 filed Jan. 18, 2024
Investment Research & Advisory Group 2023 Q3 filed Oct. 19, 2023
Investment Research & Advisory Group 2023 Q2 filed July 20, 2023
Investment Research & Advisory Group 2023 Q1 filed April 19, 2023
Investment Research & Advisory Group 2022 Q4 filed Jan. 31, 2023
Investment Research & Advisory Group 2022 Q3 filed Oct. 18, 2022
Investment Research & Advisory Group 2022 Q2 filed July 19, 2022
Investment Research & Advisory Group 2022 Q1 filed April 25, 2022

View all past filings

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