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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, NVDA, MSFT, GOOGL, and represent 42.37% of Investment Research & Advisory Group's stock portfolio.
Added to shares of these 10 stocks: VOO, CAT, BA, VTWO, AAPL, ASML, FI, CRM, VBK, ADBE.
Started 18 new stock positions in IBM, PLTR, SMG, RSP, RSG, DBX, VMC, UL, SCHB, BP. MSTR, DECK, VBK, F, BRO, EPSM, APLD, VOOG.
Reduced shares in these 10 stocks: OTIS, ADM, VB, VBR, BND, ESGU, IVV, , American Centy Etf Tr, GEV.
Sold out of its positions in AMD, American Centy Etf Tr, FBIN, ESGU, MSFO, MSTY, VZ, WAB, Walgreen Boots Alliance, Wolfspeed. ESGR.
Investment Research & Advisory Group was a net buyer of stock by $7.5M.
Investment Research & Advisory Group has $295M in assets under management (AUM), dropping by 9.90%.
Central Index Key (CIK): 0001802136

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Portfolio Holdings for Investment Research & Advisory Group

Investment Research & Advisory Group holds 253 positions in its portfolio as reported in the September 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)	24.1	$71M	+5%	116k	612.38	View chart
Apple (AAPL)	6.6	$20M		76k	255.60	View chart
NVIDIA Corporation (NVDA)	4.4	$13M		69k	187.86	View chart
Microsoft Corporation (MSFT)	3.7	$11M		21k	521.53	View chart
Alphabet Inc Class Cap Stk Cl A (GOOGL)	3.6	$11M		43k	244.15	View chart
Amazon (AMZN)	3.1	$9.1M		41k	220.56	View chart
JPMorgan Chase & Co. (JPM)	2.8	$8.1M		26k	316.12	View chart
Mastercard Inc Class A Cl A (MA)	2.6	$7.8M		14k	569.63	View chart
Meta Platforms Inc Class A Cl A (META)	2.4	$7.2M		9.8k	737.56	View chart
Visa Inc Class A Com Cl A (V)	2.3	$6.7M		20k	342.00	View chart
Charles Schwab Corporation (SCHW)	2.2	$6.4M		67k	95.47	View chart
BlackRock	2.1	$6.2M		5.3k	1166.55	View chart
Uber Technologies (UBER)	2.0	$5.8M		59k	98.04	View chart
Eli Lilly & Co. (LLY)	1.9	$5.6M	+2%	7.3k	764.68	View chart
General Electric (GE)	1.6	$4.8M		16k	301.23	View chart
Netflix (NFLX)	1.6	$4.7M	+2%	3.9k	1201.36	View chart
Costco Wholesale Corporation (COST)	1.5	$4.5M	+3%	4.8k	926.90	View chart
Veeva Sys Inc Class A Cl A Com (VEEV)	1.5	$4.4M	+3%	15k	297.97	View chart
Booking Holdings (BKNG)	1.4	$4.1M	+2%	759.00	5402.21	View chart
Johnson & Johnson (JNJ)	1.4	$4.1M	+5%	22k	185.83	View chart
Chubb (CB)	1.4	$4.0M	+3%	14k	282.39	View chart
salesforce (CRM)	1.3	$3.8M	+6%	16k	237.18	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	1.3	$3.8M		7.6k	504.80	View chart
General Dynamics Corporation (GD)	1.3	$3.7M	+2%	11k	341.13	View chart
Asml Hldg N V F N Y Registery Shs (ASML)	1.2	$3.6M	+6%	3.8k	968.09	View chart
Iqvia Holdings (IQV)	1.1	$3.4M	+3%	18k	189.98	View chart
Philip Morris International (PM)	1.1	$3.4M	+3%	21k	162.44	View chart
Lockheed Martin Corporation (LMT)	1.0	$3.0M	+3%	6.0k	499.55	View chart
Boeing Company (BA)	1.0	$3.0M	+13%	14k	216.07	View chart
Starbucks Corporation (SBUX)	1.0	$2.8M	+6%	33k	84.64	View chart
Fiserv (FI)	0.9	$2.8M	+9%	21k	129.00	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.9	$2.7M	-13%	10k	254.28	View chart
Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO)	0.8	$2.3M	+15%	24k	97.82	View chart
Procter & Gamble Company (PG)	0.7	$2.0M	+6%	13k	154.16	View chart
Spdr S&p 500 Etf Spdr S&p 500 Etf (SPYX)	0.6	$1.9M		2.9k	666.13	View chart
Caterpillar (CAT)	0.6	$1.8M	+10814%	3.8k	478.57	View chart
Adobe Systems Incorporated (ADBE)	0.6	$1.7M	+14%	4.7k	353.42	View chart
Archer Daniels Midland Company (ADM)	0.5	$1.6M	-22%	26k	59.76	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.5	$1.5M	+13%	18k	87.31	View chart
Thermo Fisher Scientific (TMO)	0.5	$1.5M	+11%	3.1k	486.39	View chart
Ge Vernova (GEV)	0.5	$1.4M	-5%	2.3k	616.20	View chart
CarMax (KMX)	0.4	$1.3M	+7%	28k	44.87	View chart
Vanguard Total Bond Market Etf Total Bnd Mkt (BND)	0.4	$1.1M	-11%	15k	74.37	View chart
Danaher Corporation (DHR)	0.4	$1.1M	+12%	5.3k	199.81	View chart
Vanguard Total International Stk Etf Vg Tl Intl Stk F (VXUS)	0.4	$1.0M		14k	73.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$953k	-3%	3.7k	255.62	View chart
Ishares Core S&p Mid Capetf Core S&p Mcp Etf (IJH)	0.3	$947k		15k	65.26	View chart
Home Depot (HD)	0.3	$943k	-3%	2.3k	408.93	View chart
Walt Disney Company (DIS)	0.3	$914k		764.00	1196.38	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$852k		7.1k	120.72	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	0.3	$843k	+10%	13k	65.92	View chart
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV)	0.3	$774k	-11%	1.2k	669.10	View chart
Vanguard Ftse All World Ex Us Etf Allwrld Ex Us Etf (VEU)	0.2	$692k		9.3k	74.16	View chart
Independence Realty Trust In (IRT)	0.2	$598k		37k	16.39	View chart
Merck & Co (MRK)	0.2	$557k		6.6k	84.63	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$530k		2.6k	206.48	View chart
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.2	$521k	+45%	3.8k	137.74	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.2	$507k		4.0k	125.85	View chart
Palo Alto Networks (PANW)	0.2	$494k		2.4k	204.72	View chart
Broadcom (AVGO)	0.2	$455k		1.3k	353.52	View chart
Choice Hotels International (CHH)	0.2	$452k		4.2k	106.92	View chart
Spdr Portfolio High Yield Bnd Etf Portfli High Yld Etf (SPHY)	0.1	$414k	+3%	17k	23.94	View chart
Lowe's Companies (LOW)	0.1	$289k		1.1k	253.89	View chart
Synopsys (SNPS)	0.1	$283k		5.8k	49.16	View chart
FedEx Corporation (FDX)	0.1	$279k		1.2k	236.65	View chart
Coca-Cola Company (KO)	0.1	$276k		4.1k	67.50	View chart
Bank of America Corporation (BAC)	0.1	$255k		4.8k	53.01	View chart
Ishares Total Us Stock Market Etf Core S&p Ttl Stk Etf	0.1	$255k		1.7k	145.64	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.1	$232k		2.3k	99.53	View chart
Invsc Variable Rate Preferred Etf Var Rate Pfd (VRP)	0.1	$226k		9.2k	24.70	View chart
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$221k	NEW	741.00	297.62	View chart
Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR)	0.1	$218k	-49%	1.0k	208.62	View chart
Abbvie (ABBV)	0.1	$213k		884.00	241.23	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$212k		1.8k	118.81	View chart
McDonald's Corporation (MCD)	0.1	$188k		603.00	311.82	View chart
Tesla Motors (TSLA)	0.1	$180k	+33%	349.00	514.81	View chart
Goldman Sachs (GS)	0.1	$178k		216.00	825.88	View chart
Crowdstrike Hldgs Inc Class A Cl A (CRWD)	0.1	$169k		342.00	493.25	View chart
Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.1	$165k	-4%	1.2k	140.02	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.1	$154k		2.3k	68.58	View chart
Wal-Mart Stores (WMT)	0.1	$150k		1.4k	109.84	View chart
Altria (MO)	0.1	$149k	+2%	2.2k	67.25	View chart
Amgen (AMGN)	0.0	$140k		485.00	288.43	View chart
Arista Networks	0.0	$135k	-12%	905.00	149.25	View chart
Sofi Technologies Note (SOFI)	0.0	$133k	+1046%	5.0k	26.50	View chart
Citigroup Com New (C)	0.0	$118k		1.1k	105.20	View chart
Otis Worldwide Corp (OTIS)	0.0	$118k	-93%	1.3k	91.91	View chart
Wells Fargo & Co Com New (WFC)	0.0	$108k		1.2k	88.21	View chart
At&t (T)	0.0	$102k	+4%	3.5k	29.13	View chart
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ)	0.0	$101k		168.00	600.99	View chart
Oracle Corporation (ORCL)	0.0	$100k		324.00	309.60	View chart
Reddit Inc Class A Cl A (RDDT)	0.0	$100k		430.00	232.13	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$99k		305.00	325.85	View chart
American Tower Reit (AMT)	0.0	$98k		504.00	194.56	View chart
Lam Resh Corp Com New (LRCX)	0.0	$94k		677.00	139.15	View chart
Constellation Energy (CEG)	0.0	$94k		280.00	336.12	View chart
Technology Select Sectorspdr Etf Technology (XLK)	0.0	$93k		213.00	436.17	View chart
Vanguard Total International Bnd Etf Total Int Bd Etf (BNDX)	0.0	$93k	-16%	1.9k	49.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$90k	-4%	513.00	176.14	View chart
Zeta Global Hldgs Corp Class A Cl A (ZETA)	0.0	$88k		4.4k	19.87	View chart
Duke Energy Corp Com New (DUK)	0.0	$81k		639.00	126.95	View chart
Brown & Brown (BRO)	0.0	$80k	NEW	835.00	95.25	View chart
Bristol Myers Squibb (BMY)	0.0	$77k		1.7k	45.97	View chart
Truist Financial Corp equities (TFC)	0.0	$76k		1.6k	46.65	View chart
Chevron Corporation (CVX)	0.0	$65k		380.00	171.64	View chart
Grayscale Bitcoin Mini Trust Etf Shs Rep Com Ut (GBTC)	0.0	$65k	+500%	1.3k	50.63	View chart
First Trust Nasdaq Cybrscrty Etf Nasdaq Cyb Etf (CIBR)	0.0	$64k		840.00	76.01	View chart
Novo-nordisk A S F Sponsored Adr (NVO)	0.0	$62k		1.1k	55.49	View chart
American Express Company (AXP)	0.0	$58k		163.00	356.98	View chart
Exxon Mobil Corporation (XOM)	0.0	$54k		387.00	140.14	View chart
Performance Food (PFGC)	0.0	$52k		500.00	104.04	View chart
Air Products & Chemicals (APD)	0.0	$52k		186.00	278.82	View chart
Southern Company (SO)	0.0	$50k		504.00	98.34	View chart
Abbott Laboratories (ABT)	0.0	$49k		333.00	147.64	View chart
Pepsi (PEP)	0.0	$49k		322.00	152.59	View chart
Gilead Sciences (GILD)	0.0	$48k		404.00	118.50	View chart
Servicenow (NOW)	0.0	$48k		49.00	976.63	View chart
Invesco Nasdaq Next Gen 100 Etf Nasdaqnxtgen100 (QQQJ)	0.0	$48k	+9%	1.3k	35.80	View chart
Select Str Financial Select Spdr Etf Financial (XLF)	0.0	$48k		479.00	99.10	View chart
Guardian Pharmacy Svcs Iclass A Cl A (GRDN)	0.0	$44k		1.7k	26.23	View chart
Exelon Corporation (EXC)	0.0	$41k		900.00	45.71	View chart
Occidental Petroleum Corporation (OXY)	0.0	$41k		853.00	47.98	View chart
Automatic Data Processing (ADP)	0.0	$39k		125.00	314.63	View chart
Select Sector Health Care Spdr Etf Sbi Healthcare (XLV)	0.0	$39k		143.00	268.92	View chart
Cirrus Logic (CRUS)	0.0	$38k		300.00	125.29	View chart
Spdr Fund Consumer Discre Select Etf Sbi Cons Discr (XLY)	0.0	$38k		94.00	398.63	View chart
Mohawk Industries (MHK)	0.0	$35k		269.00	128.92	View chart
Alcoa (AA)	0.0	$34k		1.0k	32.90	View chart
Shopify Inc Fclass Class A Cl A (SHOP)	0.0	$33k		223.00	148.61	View chart
Cisco Systems (CSCO)	0.0	$33k		403.00	81.63	View chart
Autodesk (ADSK)	0.0	$32k		97.00	334.04	View chart
Globe Life (GL)	0.0	$32k		225.00	143.89	View chart
Brookfield Asset Mgmt Fclass A Cl A Exch Lt Vtg	0.0	$32k		565.00	56.94	View chart
Delta Air Lines Inc Del Com N Ew (DAL)	0.0	$32k		552.00	57.88	View chart
Realty Income (O)	0.0	$31k		502.00	62.65	View chart
Carrier Global Corporation (CARR)	0.0	$31k		502.00	61.60	View chart
Dover Corporation (DOV)	0.0	$31k		183.00	167.31	View chart
FirstEnergy (FE)	0.0	$30k		640.00	46.75	View chart
Ishares Msci China Etf Msci China Etf (MCHI)	0.0	$29k		439.00	65.85	View chart
Pfizer (PFE)	0.0	$28k		964.00	28.61	View chart
O'reilly Automotive (ORLY)	0.0	$28k		240.00	114.55	View chart
Emerson Electric (EMR)	0.0	$27k		201.00	136.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$27k		97.00	279.65	View chart
Target Corporation (TGT)	0.0	$27k		294.00	91.22	View chart
Crh Public Limited Co F Adr	0.0	$26k		200.00	128.29	View chart
Kimberly-Clark Corporation (KMB)	0.0	$25k		197.00	127.50	View chart
Nu Hldgs Ltd Fclass A Ord Shs Cl A (NU)	0.0	$24k		1.5k	16.01	View chart
Murphy Usa (MUSA)	0.0	$24k		61.00	388.80	View chart
First Financial Bankshares (FFIN)	0.0	$23k	-3%	697.00	33.64	View chart
MercadoLibre (MELI)	0.0	$23k		10.00	2336.90	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.0	$22k		340.00	64.67	View chart
Sea Ltd Fun Sponsored Adr (SE)	0.0	$21k		116.00	178.73	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$20k		613.00	31.93	View chart
Hormel Foods Corporation (HRL)	0.0	$19k		735.00	25.50	View chart
IDEXX Laboratories (IDXX)	0.0	$19k		27.00	686.22	View chart
Intel Corporation (INTC)	0.0	$18k		451.00	40.10	View chart
General Motors Company (GM)	0.0	$17k		266.00	65.44	View chart
State Street Corporation (STT)	0.0	$17k		143.00	118.44	View chart
Zoetis Inc Class A Cl A (ZTS)	0.0	$17k		108.00	156.29	View chart
Vulcan Materials Company (VMC)	0.0	$17k	NEW	50.00	332.22	View chart
Comcast Corp New Class A Cl A (CMCSA)	0.0	$16k		434.00	36.05	View chart
Baker Hughes Co. A Class Class A Cl A (BKR)	0.0	$15k		289.00	53.44	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$14k	NEW	547.00	25.70	View chart
Palantir Technologies Inclass A Cl A (PLTR)	0.0	$13k	NEW	31.00	429.58	View chart
Service Corporation International (SCI)	0.0	$13k		157.00	84.39	View chart
Medtronic Plc F SHS (MDT)	0.0	$13k		109.00	118.83	View chart
Warner Bros Discovery In Com Ser A (WBD)	0.0	$13k	+6%	611.00	21.13	View chart
Gartner (IT)	0.0	$12k		43.00	281.21	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.0	$12k		200.00	60.06	View chart
Shell Plc Ftender Offer Exp: Spon Ads (SHEL)	0.0	$12k		165.00	71.53	View chart
Northrop Grumman Corporation (NOC)	0.0	$11k	+6%	16.00	713.12	View chart
Emcor (EME)	0.0	$11k		13.00	849.69	View chart
Prudential Financial (PRU)	0.0	$11k		101.00	108.15	View chart
Vanguard Short-term Bondetf Short Trm Bond (BSV)	0.0	$11k		136.00	79.01	View chart
Wingstop (WING)	0.0	$11k		42.00	252.10	View chart
Ishares Bitcoin Etf Shs Ben Int (IBIT)	0.0	$11k		161.00	65.00	View chart
United Parcel Svc Inc Class B Cl B New (UPS)	0.0	$9.5k		100.00	95.22	View chart
ConocoPhillips (COP)	0.0	$9.4k	+2%	75.00	125.52	View chart
Chipotle Mexican Grill (CMG)	0.0	$9.1k		200.00	45.66	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$9.0k		110.00	81.93	View chart
Wisdomtree India Earnings Etf India Erngs Fd (EPI)	0.0	$8.8k		200.00	44.20	View chart
Paypal Holdings (PYPL)	0.0	$8.8k		120.00	73.21	View chart
Morgan Stanley Com New (MS)	0.0	$8.3k		18.00	459.22	View chart
Dupont De Nemours (DD)	0.0	$7.9k		93.00	85.47	View chart
UnitedHealth (UNH)	0.0	$7.9k	-66%	5.00	1588.40	View chart
Nuveen Muni Value Fund (NUV)	0.0	$7.9k		54.00	146.00	View chart
Schlumberger Ltd F Com Stk (SLB)	0.0	$7.8k	+44%	192.00	40.81	View chart
Block Inc A Class Class A Cl A (XYZ)	0.0	$7.8k		98.00	79.64	View chart
Prologis (PLD)	0.0	$7.8k		50.00	155.74	View chart
Airbnb Com Cl A (ABNB)	0.0	$7.8k		55.00	141.29	View chart
Atlassian Corp Class A Cl A	0.0	$7.5k		45.00	166.80	View chart
Dex (DXCM)	0.0	$7.3k		100.00	72.67	View chart
Corteva (CTVA)	0.0	$7.0k		93.00	74.90	View chart
Unusual Whales Sub Demo Trad Etf Unusual Subversi (NANC)	0.0	$6.8k		152.00	44.79	View chart
Invsc Buyback Achievers Etf Buyback Achiev (PKW)	0.0	$6.6k		50.00	132.48	View chart
Metropcs Communications (TMUS)	0.0	$6.5k	-6%	14.00	462.64	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.0	$6.1k	NEW	14.00	435.43	View chart
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$5.9k	+4%	131.00	45.34	View chart
CSX Corporation (CSX)	0.0	$5.9k		125.00	47.43	View chart
Kraft Heinz (KHC)	0.0	$5.8k		210.00	27.40	View chart
International Business Machines (IBM)	0.0	$5.4k	NEW	1.00	5393.00	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$5.4k	+46%	38.00	140.95	View chart
Lululemon Athletica (LULU)	0.0	$5.2k		28.00	184.29	View chart
Republic Services (RSG)	0.0	$5.0k	NEW	17.00	297.00	View chart
Match Group (MTCH)	0.0	$5.0k		143.00	35.28	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	0.0	$5.0k		17.00	293.76	View chart
Hershey Company (HSY)	0.0	$4.7k		22.00	215.45	View chart
Generac Holdings (GNRC)	0.0	$4.7k		28.00	167.39	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.0	$4.6k		14.00	329.14	View chart
3M Company (MMM)	0.0	$4.1k	-7%	12.00	337.75	View chart
Ark Autonomous Tech Rbtcs Etf Autnmus Technlgy (ARKQ)	0.0	$3.6k		32.00	111.56	View chart
Strategy Inc Class A Cl A New (MSTR)	0.0	$3.2k	NEW	5.00	644.40	View chart
Enterprise Products Partners (EPD)	0.0	$3.1k	+2%	100.00	31.17	View chart
Deckers Outdoor Corporation (DECK)	0.0	$2.7k	NEW	24.00	114.04	View chart
Dow (DOW)	0.0	$2.7k		93.00	28.85	View chart
Peloton Interactive Com Cl A (PTON)	0.0	$2.3k		260.00	9.00	View chart
Intercontinental Hotel Fun Sponsored Ads (IHG)	0.0	$2.3k		19.00	121.26	View chart
Taiwan Semiconductor M F Sponsored Adr (TSM)	0.0	$2.2k		8.00	279.25	View chart
Protalix Biotherapeutics (PLX)	0.0	$2.2k		1.0k	2.22	View chart
Advisorshs Pure Us Cannabis Etf Iv Pure Us Cannabis (MSOS)	0.0	$2.2k	+28%	450.00	4.79	View chart
Lumen Technologies (LUMN)	0.0	$1.8k		299.00	6.12	View chart
Invsc S P 500 Equal Weight Etf S&P500 (RSP)	0.0	$1.5k	NEW	8.00	189.75	View chart
Solaredge Technologies (SEDG)	0.0	$1.4k		38.00	37.00	View chart
Spotify Technology S A F SHS (SPOT)	0.0	$1.4k		2.00	698.00	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$1.4k		102.00	13.57	View chart
Unilever Plc F Spon Adr New (UL)	0.0	$1.2k	NEW	21.00	59.29	View chart
Mfa Finl Inc Reit Note (MFA)	0.0	$1.1k	+4%	123.00	9.16	View chart
Rivian Automotive Inc Class A Cl A (RBLX)	0.0	$1.0k		51.00	20.43	View chart
Ishares Msci India Indexetf Msci India Etf (INDA)	0.0	$1.0k		20.00	52.05	View chart
Ford Motor Company (F)	0.0	$1.0k	NEW	12.00	85.75	View chart
Brookfield Wealth So A Fclass A Cl A Exchangeab (BNT)	0.0	$1.0k		15.00	68.47	View chart
Brookfield Business P Unit Ltd L P (BBU)	0.0	$978.000000		30.00	32.60	View chart
Dropbox Inc Class A Cl A (DBX)	0.0	$906.000000	NEW	30.00	30.20	View chart
Soundhound Ai Inc Class A Class A Com (SOUN)	0.0	$899.998400	+12%	56.00	16.07	View chart
Epsium Enterprise Ltd Fclass A Ord Shs Cl A (EPSM)	0.0	$855.000000	NEW	80.00	10.69	View chart
Viatris (VTRS)	0.0	$791.999800	-72%	43.00	18.42	View chart
Masterbrand Common Stock (MBC)	0.0	$750.997800		57.00	13.18	View chart
Applied Digital Corp Com New (APLD)	0.0	$574.000000	NEW	25.00	22.96	View chart
Eaton Vance Total Returnbond Etf Eaton Vance Tota (EVTR)	0.0	$522.000000		1.00	522.00	View chart
Brookfield Business Co Fclass A Cl A Exc Sub Vtg (BBUC)	0.0	$502.999500		15.00	33.53	View chart
Organon & Co Common Stock (OGN)	0.0	$277.999800		26.00	10.69	View chart
Aercap Holdings N V F SHS (AER)	0.0	$242.000000	-71%	2.00	121.00	View chart
Mr Cooper Group	0.0	$211.000000		1.00	211.00	View chart
Occidental Pete C 27 Wtswarrants Exp 08/03/27 *w Exp 08/03/202 (OXY.WS)	0.0	$178.999800		7.00	25.57	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$171.000000	NEW	3.00	57.00	View chart
BP P L C F Sponsored Adr (BP)	0.0	$138.000000	NEW	4.00	34.50	View chart
Orion Office Reit Inc-w/i (ONL)	0.0	$135.000000		50.00	2.70	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD)	0.0	$115.000000	+100%	2.00	57.50	View chart
Principal U S Small Cap Etf Prin U S Small (PSC)	0.0	$114.000000	+100%	2.00	57.00	View chart
Revolve Group Inc Class A Cl A (RVLV)	0.0	$107.000000		5.00	21.40	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$83.000100	+50%	3.00	27.67	View chart
Fidelity Enhanced Intrntnl Etf Enhanced Intl (FENI)	0.0	$71.000000	+100%	2.00	35.50	View chart
Canopy Gro	0.0	$54.001500		37.00	1.46	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 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
Investment Research & Advisory Group 2021 Q4 filed Jan. 19, 2022

View all past filings

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