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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, AMZN, and represent 43.47% of Investment Research & Advisory Group's stock portfolio.
Added to shares of these 10 stocks: BKNG, VOO, ISRG, KKR, TSLA, IEMG, VB, PANW, IWF, IEFA.
Started 47 new stock positions in HONA, MSI, TJX, TOST, IWF, SLB, GME.WS, BIL, MCK, TLT.
Reduced shares in these 10 stocks: TMO, JNJ, MRK, NVDA, GOOGL, SMH, PG, RSP, MCD, VEEV.
Sold out of its positions in ABNB, BRO, CRWV, Dupont De Nemours, GEHC, OXY.WS, SPMD, VTRS, EPSM, MDT.
Investment Research & Advisory Group was a net buyer of stock by $3.9M.
Investment Research & Advisory Group has $324M in assets under management (AUM), dropping by 48.89%.
Central Index Key (CIK): 0001802136

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Portfolio Holdings for Investment Research & Advisory Group

Investment Research & Advisory Group holds 314 positions in its portfolio as reported in the June 2026 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)	25.0	$81M		118k	686.81	View chart
Apple (AAPL)	6.9	$22M		76k	293.25	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	4.6	$15M		41k	364.60	View chart
NVIDIA Corporation (NVDA)	4.0	$13M	-2%	63k	205.56	View chart
Amazon (AMZN)	3.0	$9.9M		41k	239.40	View chart
Eli Lilly & Co. (LLY)	2.8	$9.0M		7.5k	1202.58	View chart
JPMorgan Chase & Co. (JPM)	2.6	$8.5M		26k	328.35	View chart
Microsoft Corporation (MSFT)	2.5	$8.0M		21k	373.03	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML)	2.3	$7.4M		3.7k	1989.19	View chart
Mastercard Inc Class Class A Cl A (MA)	2.2	$7.1M		14k	515.06	View chart
Visa Inc Class A Com Cl A (V)	2.1	$6.8M		20k	344.65	View chart
Charles Schwab Corporation (SCHW)	1.9	$6.2M		67k	92.35	View chart
General Electric (GE)	1.8	$5.8M		15k	374.55	View chart
Meta Platforms Inc Class A Cl A (META)	1.7	$5.6M		9.9k	563.94	View chart
BlackRock	1.6	$5.2M		5.4k	962.35	View chart
Chubb (CB)	1.5	$4.9M		14k	341.22	View chart
Johnson & Johnson (JNJ)	1.4	$4.7M	-15%	18k	254.64	View chart
Caterpillar (CAT)	1.4	$4.6M		4.3k	1067.89	View chart
Costco Wholesale Corporation (COST)	1.4	$4.6M		4.9k	936.69	View chart
Uber Technologies (UBER)	1.3	$4.2M		59k	72.26	View chart
Palo Alto Networks (PANW)	1.3	$4.1M	+3%	12k	341.40	View chart
General Dynamics Corporation (GD)	1.2	$4.0M		11k	354.35	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	1.2	$3.9M		7.6k	507.03	View chart
Philip Morris International (PM)	1.2	$3.8M		21k	181.88	View chart
Starbucks Corporation (SBUX)	1.1	$3.5M		35k	102.30	View chart
Iqvia Holdings (IQV)	1.1	$3.5M		18k	193.26	View chart
Vanguard Russell 2000 Index Fund Etf Shares Vng Rus2000idx (VTWO)	1.0	$3.3M	+2%	27k	121.42	View chart
Vanguard Small-cap Indexfund Etf Shares Small Cp Etf (VB)	1.0	$3.3M	+4%	11k	303.13	View chart
Boeing Company (BA)	1.0	$3.2M		15k	216.64	View chart
Booking Holdings (BKNG)	0.9	$2.9M	+2401%	16k	178.62	View chart
Lockheed Martin Corporation (LMT)	0.9	$2.9M		5.6k	510.35	View chart
Netflix (NFLX)	0.8	$2.7M		38k	71.63	View chart
salesforce (CRM)	0.8	$2.5M		16k	156.66	View chart
Ge Vernova (GEV)	0.8	$2.4M		2.1k	1178.69	View chart
State Street Spdr S&p 500 Etf Trust Spdr S&p 500 Etf (SPYX)	0.7	$2.4M		3.2k	746.83	View chart
Veeva Sys Inc Class A Cl A Com (VEEV)	0.7	$2.3M	-4%	13k	177.50	View chart
Archer Daniels Midland Company (ADM)	0.6	$2.0M		26k	76.48	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.6	$1.9M	+6%	20k	96.58	View chart
Clorox Company (CLX)	0.5	$1.6M	+6%	17k	95.44	View chart
Alphabet Inc Class C Cap Stk Cl C (GOOG)	0.4	$1.4M		3.9k	363.66	View chart
Vanguard Total International Stock Index Fund Etf Shares Vg Tl Intl Stk F (VXUS)	0.4	$1.3M	+6%	16k	85.49	View chart
Intuitive Surgical Com New (ISRG)	0.4	$1.3M	NEW	3.3k	397.68	View chart
Danaher Corporation (DHR)	0.4	$1.3M		6.8k	191.25	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.4	$1.3M	+17%	16k	82.84	View chart
Vanguard Total Bond Market Index Fund Etf Shares Total Bnd Mkt (BND)	0.4	$1.3M	+4%	17k	73.41	View chart
Shopify Inc Fclass A Cl A (SHOP)	0.4	$1.2M		11k	114.18	View chart
Kkr & Co (KKR)	0.4	$1.2M	+21%	13k	91.98	View chart
Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH)	0.3	$1.1M		14k	77.11	View chart
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV)	0.3	$1.1M	+2%	1.4k	748.96	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.3	$974k		7.1k	137.54	View chart
Globe Life (GL)	0.3	$852k		4.8k	178.71	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Allwrld Ex Us Etf (VEU)	0.3	$850k		9.5k	89.06	View chart
Home Depot (HD)	0.3	$834k		2.3k	359.12	View chart
Tesla Motors (TSLA)	0.2	$624k	+45%	1.4k	440.81	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Mega Cap Val Etf (MGV)	0.2	$622k		3.8k	163.46	View chart
Vanguard Energy Index Fund Etf Shares Energy Etf (VDE)	0.2	$617k		4.1k	150.14	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$590k		2.6k	227.02	View chart
State Street Spdr Portfolio High Yield Bond Etf Portfli High Yld Etf (SPHY)	0.2	$507k	+9%	22k	23.44	View chart
Choice Hotels International (CHH)	0.1	$470k		4.3k	110.28	View chart
Micron Technology (MU)	0.1	$439k	+7%	355.00	1235.58	View chart
Independence Realty Trust In (IRT)	0.1	$427k		26k	16.69	View chart
Broadcom (AVGO)	0.1	$407k	-6%	999.00	407.80	View chart
FedEx Corporation (FDX)	0.1	$379k		1.2k	316.49	View chart
Coca-Cola Company (KO)	0.1	$359k		4.2k	86.31	View chart
Vulcan Materials Company (VMC)	0.1	$331k		1.1k	296.39	View chart
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	0.1	$325k		2.1k	158.27	View chart
Lam Resh Corp Com New (LRCX)	0.1	$321k	+3%	702.00	457.00	View chart
Merck & Co (MRK)	0.1	$315k	-61%	2.4k	131.40	View chart
Pinnacle Financial Partners	0.1	$312k		3.1k	100.90	View chart
Bank of America Corporation (BAC)	0.1	$301k		4.8k	62.04	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.1	$292k		2.3k	124.76	View chart
Principal Financial (PFG)	0.1	$285k		2.6k	108.11	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk Etf	0.1	$283k		1.7k	164.29	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Sml Cp Grw Etf (VBK)	0.1	$271k		742.00	365.57	View chart
Crowdstrike Hldgs Inc Forward Split With Stock Split Shares Cl A (CRWD)	0.1	$266k		342.00	778.76	View chart
Lowe's Companies (LOW)	0.1	$263k		1.2k	227.64	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Sm Cp Val Etf (VBR)	0.1	$244k	-5%	1.0k	242.96	View chart
Abbvie (ABBV)	0.1	$235k		896.00	261.90	View chart
State Street Technology Select Sector Spdr Etf Technology (XLK)	0.1	$224k	+8%	788.00	284.56	View chart
Goldman Sachs (GS)	0.1	$217k	-5%	206.00	1053.34	View chart
Amgen (AMGN)	0.1	$181k		493.00	366.54	View chart
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.1	$174k	+50%	3.2k	54.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$170k		231.00	735.74	View chart
Citigroup Com New (C)	0.1	$167k		1.1k	146.20	View chart
Arista Networks	0.0	$161k		905.00	177.76	View chart
Southern Company (SO)	0.0	$157k	+215%	1.6k	98.48	View chart
Wal-Mart Stores (WMT)	0.0	$150k		1.2k	128.95	View chart
Advanced Micro Devices (AMD)	0.0	$147k	+250%	207.00	710.00	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.0	$144k		3.4k	42.59	View chart
State Street Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.0	$143k	-4%	940.00	152.18	View chart
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI)	0.0	$137k		370.00	370.23	View chart
Palantir Technologies Inclass A Cl A (PLTR)	0.0	$136k	+170%	1.2k	116.67	View chart
Duke Energy Corp Com New (DUK)	0.0	$136k	+63%	1.1k	127.89	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.0	$130k	NEW	1.0k	124.17	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	0.0	$121k	+39%	2.2k	54.01	View chart
Vanguard Total International Bond Indexfund Etf Shares Total Int Bd Etf (BNDX)	0.0	$116k	+8%	2.4k	48.43	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf ST STR (SPYD)	0.0	$115k	NEW	2.4k	47.71	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$113k	+71120%	3.6k	31.71	View chart
Chevron Corporation (CVX)	0.0	$113k	+69%	643.00	175.56	View chart
Raytheon Technologies Corp (RTX)	0.0	$111k	+11%	572.00	194.71	View chart
Sofi Technologies Note (SOFI)	0.0	$111k	+7%	6.2k	17.93	View chart
Wells Fargo & Co Com New (WFC)	0.0	$102k		1.2k	82.64	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$101k	NEW	417.00	242.43	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.0	$91k		1.0k	90.10	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$91k	NEW	597.00	151.76	View chart
American Tower Reit (AMT)	0.0	$89k		518.00	171.59	View chart
Truist Financial Corp equities (TFC)	0.0	$89k		1.7k	53.03	View chart
State Street Spdr S&p Midcap 400 Etf Trust Midcap 40 (MDY)	0.0	$86k		122.00	702.15	View chart
State Street Spdr Portfolio S&p 500 Growthetf State Street Spd (SPYG)	0.0	$78k		658.00	118.97	View chart
State Street Financial Select Sector Spdr Etf Financial (XLF)	0.0	$78k		485.00	160.60	View chart
Altria (MO)	0.0	$77k		925.00	83.68	View chart
Delta Air Lines Inc Del Com N Ew (DAL)	0.0	$76k	+43%	791.00	96.62	View chart
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.0	$76k		840.00	89.85	View chart
Reddit Inc Class A Cl A (RDDT)	0.0	$75k		430.00	173.58	View chart
At&t (T)	0.0	$73k		3.5k	20.70	View chart
Constellation Energy (CEG)	0.0	$72k		280.00	257.24	View chart
Guardian Pharmacy Svcs Iclass A Cl A (GRDN)	0.0	$70k		1.7k	41.87	View chart
Amphenol Corp New Class A Cl A (APH)	0.0	$69k	NEW	347.00	199.18	View chart
Union Pacific Corporation (UNP)	0.0	$66k	NEW	186.00	355.35	View chart
Servicenow (NOW)	0.0	$66k	+154%	623.00	105.97	View chart
Ligand Pharmaceuticals I Com New (LGND)	0.0	$65k	NEW	206.00	316.09	View chart
State Street Spdr Portfolio S&p 500 Value Etf Ut Ser 1 (SPYV)	0.0	$62k		1.0k	60.79	View chart
Invesco Nasdaq Next Gen 100 Etf Nasdaqnxtgen100 (QQQJ)	0.0	$61k		1.3k	45.44	View chart
Cisco Systems (CSCO)	0.0	$60k		408.00	146.44	View chart
Exxon Mobil Corporation (XOM)	0.0	$60k		387.00	153.68	View chart
Air Products & Chemicals (APD)	0.0	$58k		190.00	303.61	View chart
State Street Health Careselect Sector Spdr Etf Sbi Healthcare (XLV)	0.0	$57k		145.00	389.68	View chart
American Express Company (AXP)	0.0	$56k	+41%	160.00	350.94	View chart
Performance Food (PFGC)	0.0	$56k		500.00	111.79	View chart
Gilead Sciences (GILD)	0.0	$55k		410.00	134.70	View chart
Walt Disney Company (DIS)	0.0	$54k		504.00	107.76	View chart
Alcoa (AA)	0.0	$54k		1.0k	52.10	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVO)	0.0	$54k		1.1k	47.94	View chart
Avantis International Equity Etf Intl Eqt Etf (AVDE)	0.0	$53k		589.00	89.20	View chart
Oracle Corporation (ORCL)	0.0	$52k		326.00	159.63	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.0	$52k		691.00	74.90	View chart
Intel Corporation (INTC)	0.0	$50k		251.00	199.71	View chart
State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW)	0.0	$49k		968.00	50.40	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Sbi Cons Discr (XLY)	0.0	$46k		286.00	161.29	View chart
Pfizer (PFE)	0.0	$46k	+225%	1.7k	27.06	View chart
Kla Corp Com New (KLAC)	0.0	$45k	NEW	100.00	452.57	View chart
Cirrus Logic (CRUS)	0.0	$45k		300.00	148.53	View chart
Eaton Corp Plc F SHS (ETN)	0.0	$44k		100.00	443.16	View chart
Hartford Total Return Bond Etf Total Rtrn Etf (HTRB)	0.0	$43k		1.3k	33.73	View chart
Target Corporation (TGT)	0.0	$43k		294.00	147.05	View chart
Exelon Corporation (EXC)	0.0	$43k		900.00	47.86	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$42k		403.00	103.88	View chart
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB)	0.0	$41k		811.00	50.13	View chart
Select Sector Spdr Tr Communic etfeqty (XLC)	0.0	$40k		135.00	298.69	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fu 0-5 High Yield (HYS)	0.0	$40k		429.00	93.52	View chart
Occidental Petroleum Corporation (OXY)	0.0	$40k	-6%	797.00	50.32	View chart
State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)	0.0	$38k		430.00	87.88	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Ftse Emr Mkt Etf (VWO)	0.0	$38k	NEW	633.00	59.69	View chart
Applied Materials (AMAT)	0.0	$37k	NEW	28.00	1316.89	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Ut Ser 1 (DIA)	0.0	$37k		70.00	522.39	View chart
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)	0.0	$37k	+507%	231.00	158.03	View chart
Pepsi (PEP)	0.0	$37k	-24%	245.00	148.95	View chart
Automatic Data Processing (ADP)	0.0	$36k		125.00	288.45	View chart
UnitedHealth (UNH)	0.0	$35k		18.00	1962.72	View chart
Carrier Global Corporation (CARR)	0.0	$35k		451.00	77.09	View chart
Marvell Technology (MRVL)	0.0	$34k	NEW	95.00	360.60	View chart
O'reilly Automotive (ORLY)	0.0	$34k	+50%	360.00	93.11	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG)	0.0	$33k		141.00	236.62	View chart
Murphy Usa (MUSA)	0.0	$33k		61.00	542.02	View chart
Grayscale Bitcoin Mini Trust Etf Shs Rep Com Ut (GBTC)	0.0	$33k		1.3k	25.95	View chart
McDonald's Corporation (MCD)	0.0	$32k	-77%	119.00	270.46	View chart
Accenture Plc Ireland Fclass A Shs Class A (ACN)	0.0	$32k	-16%	222.00	143.50	View chart
Realty Income (O)	0.0	$32k		502.00	62.86	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Mcap Vl Idxvip (VOE)	0.0	$31k		157.00	197.60	View chart
Nuscale Pwr Corp Class A Cl A Com (SMR)	0.0	$30k		3.0k	10.03	View chart
Columbia Em Core Ex-china Etf Em Core Ex Etf (XCEM)	0.0	$30k		569.00	52.88	View chart
Mohawk Industries (MHK)	0.0	$30k	-9%	244.00	121.33	View chart
Ares Mgmt Corp Class A Cl A Com Stk (ARES)	0.0	$29k	NEW	261.00	111.31	View chart
Robinhood Mkts Inc Class A Com Cl A (HOOD)	0.0	$29k		269.00	107.74	View chart
State Street Corporation (STT)	0.0	$29k		146.00	197.29	View chart
Emerson Electric (EMR)	0.0	$29k		201.00	143.15	View chart
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr (SAP)	0.0	$26k	NEW	171.00	154.11	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Vng Rus1000grw (VONG)	0.0	$26k		205.00	127.81	View chart
Brookfield Asset Mgmt Fclass A Cl A Exch Lt Vtg	0.0	$25k		565.00	44.85	View chart
Crh Public Limited Co F Adr	0.0	$25k		200.00	124.66	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$25k		83.00	299.89	View chart
Mondelez Intl Inc Class Class A Cl A (MDLZ)	0.0	$25k		340.00	72.64	View chart
TJX Companies (TJX)	0.0	$25k	NEW	130.00	188.79	View chart
State Street Spdr Portfolio Emerging Markets Etf SPD (SPEM)	0.0	$24k		457.00	51.75	View chart
Kimberly-Clark Corporation (KMB)	0.0	$23k		197.00	117.57	View chart
General Motors Company (GM)	0.0	$23k		268.00	86.07	View chart
International Business Machines (IBM)	0.0	$23k		1.00	22778.00	View chart
Dover Corporation (DOV)	0.0	$23k		91.00	247.75	View chart
Ishares Msci China Etf Msci China Etf (MCHI)	0.0	$22k		439.00	51.03	View chart
Otis Worldwide Corp (OTIS)	0.0	$22k		290.00	75.06	View chart
Abbott Laboratories (ABT)	0.0	$22k		135.00	159.53	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Dvlpd Mrkts (PXF)	0.0	$22k	+94%	284.00	75.53	View chart
Baker Hughes Co. A Class A Cl A (BKR)	0.0	$21k		292.00	72.88	View chart
Procter & Gamble Company (PG)	0.0	$21k	-89%	46.00	462.24	View chart
Strategy Shares Gold-hedged Bond Etf Gold Enhanced Et (GOLY)	0.0	$21k		845.00	25.15	View chart
Ishares Russell Mid-cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.0	$21k	NEW	145.00	146.41	View chart
Autodesk (ADSK)	0.0	$21k		97.00	218.47	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$21k		617.00	33.86	View chart
MercadoLibre (MELI)	0.0	$20k		10.00	2036.90	View chart
Nu Hldgs Ltd Fclass A Ord Shs Cl A (NU)	0.0	$20k		1.5k	13.36	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$20k	-91%	30.00	665.43	View chart
Qnity Electronics Common Stock (Q)	0.0	$20k	+160%	120.00	166.03	View chart
Capital Group International Focus Equity Etf Shs Creat Unit (CGXU)	0.0	$20k	NEW	567.00	34.62	View chart
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB)	0.0	$19k		664.00	28.97	View chart
Hormel Foods Corporation (HRL)	0.0	$19k		765.00	24.83	View chart
Toast Inc Class A Cl A (TOST)	0.0	$17k	NEW	627.00	27.82	View chart
Vanguard Value Index Fund Etf Shares Value Etf (VTV)	0.0	$17k	NEW	78.00	217.94	View chart
Emcor (EME)	0.0	$17k		13.00	1278.23	View chart
Warner Bros Discovery Inclass Series A Com Ser A (WBD)	0.0	$16k	-23%	466.00	35.13	View chart
Prologis (PLD)	0.0	$16k		50.00	322.42	View chart
Honeywell International (HON)	0.0	$16k	NEW	50.00	313.46	View chart
Honeywell Aerospace (HONA)	0.0	$16k	NEW	50.00	309.52	View chart
Ishares Msci Usa Momentum Factor Etf Msci (MTUM)	0.0	$15k	NEW	45.00	342.82	View chart
IDEXX Laboratories (IDXX)	0.0	$15k		27.00	565.44	View chart
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA)	0.0	$15k	NEW	238.00	63.00	View chart
CarMax (KMX)	0.0	$15k		283.00	52.89	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)	0.0	$15k		205.00	71.34	View chart
CSX Corporation (CSX)	0.0	$15k		126.00	115.89	View chart
Prudential Financial (PRU)	0.0	$15k		101.00	143.51	View chart
Corteva (CTVA)	0.0	$14k	+43%	133.00	108.25	View chart
Thermo Fisher Scientific (TMO)	0.0	$14k	-99%	19.00	744.21	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$14k	NEW	260.00	52.72	View chart
Texas Instruments Incorporated (TXN)	0.0	$13k	NEW	25.00	512.68	View chart
Shell Plc Ftender Offer Exp: Spon Ads (SHEL)	0.0	$13k		165.00	77.54	View chart
Service Corporation International (SCI)	0.0	$12k		159.00	76.10	View chart
Morgan Stanley Com New (MS)	0.0	$12k		18.00	661.94	View chart
Atlanta Braves Hldgs Incclass Series A Com Ser A (BATRA)	0.0	$11k	NEW	200.00	56.31	View chart
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SE)	0.0	$11k		116.00	95.83	View chart
FirstEnergy (FE)	0.0	$11k		220.00	50.35	View chart
Vanguard Short-term Bondindex Fund Etf Shares Short Trm Bond (BSV)	0.0	$11k		140.00	78.06	View chart
Cadence Design Systems (CDNS)	0.0	$11k	NEW	20.00	544.20	View chart
Block Inc A Class A Cl A (XYZ)	0.0	$11k		98.00	110.12	View chart
ConocoPhillips (COP)	0.0	$10k		76.00	133.08	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf St Str Blo 1 Etf (BIL)	0.0	$10k	NEW	110.00	91.64	View chart
State Street Industrial Select Sector Spdr Etf Ind (XLI)	0.0	$9.9k		53.00	186.64	View chart
Northrop Grumman Corporation (NOC)	0.0	$9.6k		16.00	601.94	View chart
W.W. Grainger (GWW)	0.0	$9.5k	NEW	4.00	2380.75	View chart
McKesson Corporation (MCK)	0.0	$9.1k	NEW	4.00	2266.75	View chart
Zoetis Inc Class A Cl A (ZTS)	0.0	$9.1k		110.00	82.33	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.0	$9.1k	NEW	55.00	164.60	View chart
Slb Limited F Com Stk (SLB)	0.0	$8.7k	NEW	79.00	110.05	View chart
Ishares Msci Usa Min Volfactor Etf Msci Usa Min Etf (USMV)	0.0	$8.7k	NEW	90.00	96.46	View chart
Wisdomtree India Earnings Fund India Erngs Fd (EPI)	0.0	$8.6k		200.00	42.78	View chart
Motorola Solutions Com New (MSI)	0.0	$8.3k	NEW	11.00	755.09	View chart
Unusual Whales Subversive Democratic Trading Etf Unusual Subversi (NANC)	0.0	$7.7k		152.00	50.72	View chart
Cintas Corporation (CTAS)	0.0	$7.7k	NEW	31.00	246.90	View chart
Wingstop (WING)	0.0	$7.3k	-4%	40.00	183.35	View chart
Wisdomtree Japan Opportunities Fund Japan Oppor Fd (OPPJ)	0.0	$7.3k	NEW	126.00	57.55	View chart
Adobe Systems Incorporated (ADBE)	0.0	$7.2k	-81%	35.00	205.03	View chart
Sempra Energy (SRE)	0.0	$7.1k	NEW	60.00	118.98	View chart
Invesco Buyback Achievers Etf Buyback Achiev (PKW)	0.0	$7.1k		50.00	141.66	View chart
Dex (DXCM)	0.0	$7.1k		100.00	70.72	View chart
Hca Holdings (HCA)	0.0	$6.6k	NEW	16.00	414.25	View chart
Comfort Systems USA (FIX)	0.0	$5.9k	NEW	3.00	1982.00	View chart
Gartner (IT)	0.0	$5.6k		43.00	129.63	View chart
Match Group (MTCH)	0.0	$5.5k		145.00	38.14	View chart
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO)	0.0	$5.5k	+300%	68.00	80.57	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$5.4k		161.00	33.29	View chart
Kraft Heinz (KHC)	0.0	$5.0k		210.00	23.62	View chart
Hershey Company (HSY)	0.0	$4.9k		23.00	212.35	View chart
Freeport-mcmoran CL B (FCX)	0.0	$4.8k		49.00	98.84	View chart
Rocket Cos (RKT)	0.0	$4.8k	+2690%	307.00	15.75	View chart
Jabil Circuit (JBL)	0.0	$4.6k	NEW	9.00	514.00	View chart
3M Company (MMM)	0.0	$4.4k		12.00	368.25	View chart
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ)	0.0	$4.2k		32.00	132.22	View chart
Advisorshares Pure Us Cannabis Etf Pure Us Cannabis (MSOS)	0.0	$4.1k		800.00	5.08	View chart
Enterprise Products Partners (EPD)	0.0	$3.8k		104.00	36.88	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM)	0.0	$3.8k		8.00	477.62	View chart
Republic Services (RSG)	0.0	$3.6k		17.00	213.06	View chart
Atlassian Corp Class A Cl A	0.0	$3.5k		45.00	77.80	View chart
Ford Motor Company (F)	0.0	$3.4k		12.00	281.50	View chart
Intercontinental Hotel Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (IHG)	0.0	$3.3k		19.00	173.11	View chart
Lululemon Athletica (LULU)	0.0	$3.2k		28.00	114.18	View chart
Dow (DOW)	0.0	$3.2k		93.00	34.13	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$3.2k	NEW	42.00	75.50	View chart
Mp Matls Corp Class A Com Cl A (MP)	0.0	$3.1k	NEW	56.00	56.02	View chart
Fiserv (FISV)	0.0	$2.9k	NEW	29.00	99.79	View chart
Joby Aviation Inc Fclass A Common Stock (JOBY)	0.0	$2.7k		300.00	8.92	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr New	0.0	$2.6k		43.00	60.12	View chart
Protalix Biotherapeutics (PLX)	0.0	$2.3k		1.0k	2.33	View chart
Solaredge Technologies (SEDG)	0.0	$2.2k		38.00	58.45	View chart
Apollo Global Mgmt (APO)	0.0	$2.0k		5.00	402.80	View chart
Blue Owl Cap Inc Class A Com Cl A (OWL)	0.0	$1.8k		200.00	8.75	View chart
Invesco S&p 500 Equal Weight Etf S&P500 (RSP)	0.0	$1.7k	-99%	8.00	212.75	View chart
Rivian Automotive Inc Class A Cl A (RBLX)	0.0	$1.6k		53.00	31.09	View chart
Peloton Interactive Inc Class A Com Cl A (PTON)	0.0	$1.5k		260.00	5.91	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Mcap Gr Idxvip (VOT)	0.0	$1.5k		5.00	306.40	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$1.5k		102.00	14.82	View chart
Brookfield Business Co Fclass A Cl A Exc Sub Vtg	0.0	$1.3k		45.00	29.84	View chart
Mfa Finl Inc Reit Note (MFA)	0.0	$1.3k	+3%	137.00	9.69	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Hedged Equity La (HELO)	0.0	$1.3k		19.00	67.58	View chart
State Street Spdr S&p 600 Small Cap Growth Etf State Street Spd (SLYG)	0.0	$1.1k		9.00	119.11	View chart
Strategy Inc Class A Cl A New (MSTR)	0.0	$1.0k		5.00	208.60	View chart
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT)	0.0	$1.0k	NEW	12.00	86.42	View chart
Ishares Msci India Etf Msci India Etf (INDA)	0.0	$988.000000		20.00	49.40	View chart
Brookfield Wealth So A Fclass A Cl A Exchangeab (BNT)	0.0	$938.999600		22.00	42.68	View chart
Spotify Technology S A F SHS (SPOT)	0.0	$918.000000		2.00	459.00	View chart
Ondas Com New (ONDS)	0.0	$906.004000		110.00	8.24	View chart
Xrp Etf Xrp Etf (XRPI)	0.0	$837.996200		146.00	5.74	View chart
United States Antimony (UAMY)	0.0	$565.999200		78.00	7.26	View chart
Oklo Inc Class A Com Cl A (OKLO)	0.0	$470.999700		9.00	52.33	View chart
Space Ex Tech Spacex Class A Class A Com Stk (SPCX)	0.0	$342.000000	NEW	2.00	171.00	View chart
Aercap Holdings N V F SHS (AER)	0.0	$292.000000		2.00	146.00	View chart
Versigent Ltd F Ordinary Shares (VGNT)	0.0	$252.000000	NEW	4.00	63.00	View chart
Principal U.s. Small-capetf Prin U S Small (PSC)	0.0	$210.999900		3.00	70.33	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$204.000000		3.00	68.00	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.0	$148.000000		4.00	37.00	View chart
Broadridge Financial Solutions (BR)	0.0	$138.000000		1.00	138.00	View chart
Revolve Group Inc Class A Cl A (RVLV)	0.0	$114.000000		5.00	22.80	View chart
Fidelity Enhanced International Etf Enhanced Intl (FENI)	0.0	$83.000000		2.00	41.50	View chart
Eaton Vance Total Returnbond Etf Eaton Vance Tota (EVTR)	0.0	$54.000000		1.00	54.00	View chart
Victoryshares Core Intermediate Bond Etf Core Intermediat (UITB)	0.0	$48.000000		1.00	48.00	View chart
Gamestop Corp New 26 Wtswarrants Exp 10/30/26 *w Exp 10/30/202 (GME.WS)	0.0	$6.000000	NEW	2.00	3.00	View chart
Canopy Gro	0.0	$5.000000		5.00	1.00	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 2026 Q2 filed July 23, 2026
Investment Research & Advisory Group 2026 Q1 filed April 20, 2026
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

View all past filings

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