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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 AAPL, GOOGL, NVDA, AMZN, MSFT, and represent 27.52% of Investment Research & Advisory Group's stock portfolio.
Added to shares of these 10 stocks: CLX, KKR, GL, SHOP, PANW, VMC, SPYX, VTWO, BA, DHR.
Started 21 new stock positions in SMR, XLI, GOLY, OWL, IWM, PXF, XLC, FCX, KKR, HOOD. DFIV, AMD, EFA, MDY, CRWV, CLX, SPEM, SPDW, ETN, APO, MSTR.
Reduced shares in these 10 stocks: PG, ADBE, NVDA, BKNG, GOOGL, LMT, VEEV, VRP, AAPL, GE.
Sold out of its positions in BSX, BMY, CME, CMCSA, DTE, DECK, DBX, FFIN, ICE, VRP. LUMN, MAA, NUV, PEG, SOUN, TMUS, VOOG, ZETA, Brookfield Business Partners unit.
Investment Research & Advisory Group was a net buyer of stock by $518k.
Investment Research & Advisory Group has $218M in assets under management (AUM), dropping by -27.98%.
Central Index Key (CIK): 0001802136

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Portfolio Holdings for Investment Research & Advisory Group

Investment Research & Advisory Group holds 277 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.0	$20M		76k	257.11	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	5.6	$12M	-2%	42k	293.32	View chart
NVIDIA Corporation (NVDA)	5.3	$12M	-4%	64k	179.85	View chart
Amazon (AMZN)	4.0	$8.6M		41k	209.07	View chart
Microsoft Corporation (MSFT)	3.6	$7.9M		21k	370.17	View chart
JPMorgan Chase & Co. (JPM)	3.5	$7.6M		26k	294.95	View chart
Mastercard Inc Class Class A Cl A (MA)	3.1	$6.8M		14k	499.65	View chart
Eli Lilly & Co. (LLY)	3.1	$6.8M		7.4k	922.13	View chart
Charles Schwab Corporation (SCHW)	2.9	$6.3M		67k	94.07	View chart
Visa Inc Class Class A Com Cl A (V)	2.8	$6.0M		20k	302.24	View chart
Meta Platforms Inc Class Class A Cl A (META)	2.6	$5.6M		9.8k	574.29	View chart
Johnson & Johnson (JNJ)	2.5	$5.3M	-2%	22k	245.48	View chart
BlackRock	2.4	$5.1M		5.3k	962.40	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML)	2.3	$5.0M		3.8k	1320.83	View chart
Costco Wholesale Corporation (COST)	2.2	$4.9M		4.9k	999.02	View chart
Chubb (CB)	2.1	$4.7M		14k	326.49	View chart
General Electric (GE)	2.0	$4.4M	-3%	15k	284.32	View chart
Uber Technologies (UBER)	1.9	$4.2M		58k	71.93	View chart
General Dynamics Corporation (GD)	1.8	$3.9M	+3%	11k	343.46	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	1.7	$3.7M		7.6k	486.87	View chart
Netflix (NFLX)	1.7	$3.6M	-3%	38k	96.23	View chart
Philip Morris International (PM)	1.6	$3.5M		21k	166.22	View chart
Lockheed Martin Corporation (LMT)	1.6	$3.4M	-6%	5.6k	605.93	View chart
Iqvia Holdings (IQV)	1.4	$3.1M	+2%	18k	170.58	View chart
Starbucks Corporation (SBUX)	1.4	$3.1M	+3%	34k	89.69	View chart
Caterpillar (CAT)	1.4	$3.1M	+3%	4.3k	710.45	View chart
salesforce (CRM)	1.4	$3.0M		16k	187.04	View chart
Boeing Company (BA)	1.4	$3.0M	+7%	15k	199.03	View chart
Booking Holdings (BKNG)	1.3	$2.8M	-13%	657.00	4209.06	View chart
Vanguard Small-cap Indexfund Etf Shares Small Cp Etf (VB)	1.3	$2.7M	-2%	10k	261.93	View chart
Vanguard Russell 2000 Index Fund Etf Shares Vng Rus2000idx (VTWO)	1.2	$2.7M	+9%	27k	100.17	View chart
Veeva Sys Inc Class Class A Cl A Com (VEEV)	1.1	$2.4M	-9%	14k	175.73	View chart
State Street Spdr S&p 500 Etf Trust Spdr S&p 500 Etf (SPYX)	1.0	$2.1M	+14%	3.2k	650.35	View chart
Archer Daniels Midland Company (ADM)	0.9	$1.9M		26k	72.77	View chart
Palo Alto Networks (PANW)	0.9	$1.9M	+22%	12k	160.32	View chart
Ge Vernova (GEV)	0.8	$1.8M	-2%	2.1k	875.74	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.8	$1.7M		19k	90.53	View chart
Clorox Company (CLX)	0.7	$1.6M	NEW	16k	103.63	View chart
Thermo Fisher Scientific (TMO)	0.7	$1.6M		3.3k	494.11	View chart
Danaher Corporation (DHR)	0.6	$1.3M	+14%	6.8k	189.60	View chart
Shopify Inc Fclass Class A Cl A (SHOP)	0.6	$1.3M	+47%	11k	118.62	View chart
Vanguard Total Bond Market Index Fund Etf Shares Total Bnd Mkt (BND)	0.6	$1.2M	+4%	16k	73.64	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.5	$1.2M		3.9k	294.66	View chart
Vanguard Total International Stock Index Fund Etf Shares Vg Tl Intl Stk F (VXUS)	0.5	$1.1M		15k	77.11	View chart
Kkr & Co (KKR)	0.5	$987k	NEW	11k	92.63	View chart
Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH)	0.4	$952k	-9%	14k	67.53	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.4	$936k		13k	69.76	View chart
Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV)	0.4	$911k	-3%	1.4k	653.32	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.4	$800k		7.1k	113.11	View chart
Home Depot (HD)	0.4	$768k		2.3k	328.93	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Allwrld Ex Us Etf (VEU)	0.3	$760k		9.5k	79.94	View chart
Merck & Co (MRK)	0.3	$756k	-7%	6.2k	121.57	View chart
Vanguard Energy Index Fund Etf Shares Energy Etf (VDE)	0.3	$706k		4.1k	173.06	View chart
Globe Life (GL)	0.3	$664k	+2009%	4.8k	139.21	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Mega Cap Val Etf (MGV)	0.3	$551k		3.8k	144.96	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.3	$547k		2.6k	211.18	View chart
State Street Spdr Portfolio High Yield Bond Etf Portfli High Yld Etf (SPHY)	0.2	$461k	+6%	20k	23.32	View chart
Choice Hotels International (CHH)	0.2	$440k		4.2k	103.50	View chart
FedEx Corporation (FDX)	0.2	$427k		1.2k	358.30	View chart
Tesla Motors (TSLA)	0.2	$386k	+60%	972.00	397.37	View chart
Independence Realty Trust In (IRT)	0.2	$377k	-15%	25k	14.89	View chart
Broadcom (AVGO)	0.2	$352k	-17%	1.1k	329.45	View chart
Coca-Cola Company (KO)	0.1	$325k	-3%	4.1k	78.49	View chart
Vulcan Materials Company (VMC)	0.1	$305k	+2126%	1.1k	273.57	View chart
Lowe's Companies (LOW)	0.1	$277k	-3%	1.1k	241.51	View chart
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	0.1	$274k		2.1k	133.50	View chart
Pinnacle Financial Partners	0.1	$265k		3.1k	86.16	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.1	$259k		2.3k	110.45	View chart
Call Vngrd S&p 500 $625 Exp 04/24/26 Call Call Option (VOO)	0.1	$252k		116k	2.18	View chart
Bank of America Corporation (BAC)	0.1	$249k		4.8k	51.42	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk Etf	0.1	$245k		1.7k	142.43	View chart
Principal Financial (PFG)	0.1	$238k		2.6k	90.38	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Sm Cp Val Etf (VBR)	0.1	$230k		1.1k	217.33	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Sml Cp Grw Etf (VBK)	0.1	$224k		741.00	302.25	View chart
Abbvie (ABBV)	0.1	$203k		891.00	227.58	View chart
Goldman Sachs (GS)	0.1	$191k		218.00	877.77	View chart
Amgen (AMGN)	0.1	$180k	-4%	490.00	366.38	View chart
McDonald's Corporation (MCD)	0.1	$173k	-21%	526.00	328.45	View chart
Invesco S&p 500 Equal Weight Etf S&P500 (RSP)	0.1	$161k	+10375%	838.00	191.92	View chart
Wal-Mart Stores (WMT)	0.1	$158k		1.2k	136.67	View chart
Lam Resh Corp Com New (LRCX)	0.1	$153k		679.00	225.50	View chart
State Street Technology Select Sector Spdr Etf Technology (XLK)	0.1	$143k	+71%	729.00	196.72	View chart
State Street Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.1	$143k	-2%	982.00	145.92	View chart
Brookfield Corp Fclass A Cl A Ltd Vt Sh (BN)	0.1	$137k		3.4k	40.47	View chart
Citigroup Com New (C)	0.1	$135k		1.1k	118.45	View chart
Crowdstrike Hldgs Inc Class A Cl A (CRWD)	0.1	$134k		342.00	390.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$133k		231.00	576.66	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.1	$129k	+10%	336.00	383.26	View chart
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI)	0.1	$121k		376.00	320.95	View chart
Micron Technology (MU)	0.1	$120k	+65%	330.00	363.43	View chart
Arista Networks	0.1	$115k		905.00	127.53	View chart
Vanguard Total International Bond Indexfund Etf Shares Total Int Bd Etf (BNDX)	0.0	$107k	+9%	2.2k	48.06	View chart
At&t (T)	0.0	$106k		3.5k	30.33	View chart
Raytheon Technologies Corp (RTX)	0.0	$106k		513.00	206.81	View chart
Wells Fargo & Co Com New (WFC)	0.0	$104k		1.2k	84.71	View chart
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$101k	+142%	2.1k	47.54	View chart
Duke Energy Corp Com New (DUK)	0.0	$92k	-7%	649.00	142.14	View chart
Sofi Technologies Note (SOFI)	0.0	$91k	+14%	5.7k	15.88	View chart
American Tower Reit (AMT)	0.0	$89k		513.00	172.64	View chart
Chevron Corporation (CVX)	0.0	$87k		380.00	229.77	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	0.0	$84k	NEW	1.6k	52.78	View chart
Exxon Mobil Corporation (XOM)	0.0	$84k		387.00	216.13	View chart
Truist Financial Corp equities (TFC)	0.0	$81k		1.7k	48.98	View chart
Constellation Energy (CEG)	0.0	$78k		277.00	282.27	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.0	$76k		1.0k	75.19	View chart
State Street Spdr S&p Midcap 400 Etf Trust Midcap 40 (MDY)	0.0	$75k	NEW	122.00	614.30	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.0	$71k	+87%	432.00	164.56	View chart
Altria (MO)	0.0	$70k	+5%	912.00	76.90	View chart
Alcoa (AA)	0.0	$68k		1.0k	66.32	View chart
Gilead Sciences (GILD)	0.0	$68k		408.00	166.39	View chart
State Street Financial Select Sector Spdr Etf Financial (XLF)	0.0	$67k		483.00	139.55	View chart
State Street Spdr Portfolio S&p 500 Growthetf State Street Spd (SPYG)	0.0	$64k	+1297%	657.00	97.92	View chart
Procter & Gamble Company (PG)	0.0	$63k	-96%	430.00	146.12	View chart
Guardian Pharmacy Svcs Iclass A Cl A (GRDN)	0.0	$63k		1.7k	37.66	View chart
Reddit Inc Class A Cl A (RDDT)	0.0	$58k		430.00	134.65	View chart
Southern Company (SO)	0.0	$58k		504.00	114.71	View chart
State Street Spdr Portfolio S&p 500 Value Etf Ut Ser 1 (SPYV)	0.0	$58k		1.0k	56.58	View chart
Occidental Petroleum Corporation (OXY)	0.0	$56k		856.00	65.43	View chart
Air Products & Chemicals (APD)	0.0	$56k		189.00	296.07	View chart
Pepsi (PEP)	0.0	$55k		324.00	170.91	View chart
Brown & Brown (BRO)	0.0	$55k		835.00	65.21	View chart
Accenture Plc Ireland Fclass Class A Shs Class A (ACN)	0.0	$53k	+175%	267.00	198.29	View chart
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.0	$53k		840.00	62.68	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.0	$51k		691.00	73.14	View chart
State Street Health Careselect Sector Spdr Etf Sbi Healthcare (XLV)	0.0	$51k		145.00	348.34	View chart
Avantis International Equity Etf Intl Eqt Etf (AVDE)	0.0	$50k		589.00	84.84	View chart
Select Sector Spdr Tr Communic etfeqty (XLC)	0.0	$49k	NEW	135.00	363.81	View chart
Walt Disney Company (DIS)	0.0	$49k	-20%	504.00	96.43	View chart
Invesco Nasdaq Next Gen 100 Etf Nasdaqnxtgen100 (QQQJ)	0.0	$48k		1.3k	36.20	View chart
Exelon Corporation (EXC)	0.0	$48k		900.00	53.16	View chart
Oracle Corporation (ORCL)	0.0	$48k		325.00	147.18	View chart
Adobe Systems Incorporated (ADBE)	0.0	$46k	-96%	188.00	243.08	View chart
State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW)	0.0	$44k	NEW	954.00	45.67	View chart
Hartford Total Return Bond Etf Total Rtrn Etf (HTRB)	0.0	$43k		1.3k	33.74	View chart
Cirrus Logic (CRUS)	0.0	$43k		300.00	144.62	View chart
Performance Food (PFGC)	0.0	$43k		500.00	85.66	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Sbi Cons Discr (XLY)	0.0	$42k	+51%	286.00	146.23	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVO)	0.0	$41k		1.1k	36.75	View chart
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB)	0.0	$41k		811.00	50.27	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fu 0-5 High Yield (HYS)	0.0	$40k		429.00	93.27	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$39k	NEW	403.00	97.13	View chart
Cisco Systems (CSCO)	0.0	$39k	-23%	406.00	94.84	View chart
Delta Air Lines Inc Del Com N Ew (DAL)	0.0	$38k		552.00	69.49	View chart
Grayscale Bitcoin Mini Trust Etf Shs Rep Com Ut (GBTC)	0.0	$38k		1.3k	29.99	View chart
Target Corporation (TGT)	0.0	$38k		294.00	127.80	View chart
Eaton Corp Plc F SHS (ETN)	0.0	$37k	NEW	100.00	371.98	View chart
American Express Company (AXP)	0.0	$37k	-30%	113.00	324.04	View chart
Realty Income (O)	0.0	$34k		502.00	66.82	View chart
State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)	0.0	$33k		430.00	76.54	View chart
Nuscale Pwr Corp Class A Cl A Com (SMR)	0.0	$33k	NEW	3.0k	10.84	View chart
Automatic Data Processing (ADP)	0.0	$33k		125.00	261.70	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Ut Ser 1 (DIA)	0.0	$32k		70.00	463.19	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG)	0.0	$30k		141.00	215.06	View chart
Murphy Usa (MUSA)	0.0	$30k		61.00	496.25	View chart
O'reilly Automotive (ORLY)	0.0	$29k	-23%	240.00	120.77	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Mcap Vl Idxvip (VOE)	0.0	$29k		157.00	184.28	View chart
Carrier Global Corporation (CARR)	0.0	$27k		451.00	59.18	View chart
Mohawk Industries (MHK)	0.0	$27k		269.00	98.46	View chart
Emerson Electric (EMR)	0.0	$26k		201.00	131.02	View chart
Servicenow (NOW)	0.0	$26k		245.00	104.55	View chart
Autodesk (ADSK)	0.0	$25k		97.00	259.14	View chart
Brookfield Asset Mgmt Fclass A Cl A Exch Lt Vtg	0.0	$25k		565.00	44.45	View chart
Strategy Shares Gold-hedged Bond Etf Gold Enhanced Et (GOLY)	0.0	$25k	NEW	845.00	29.45	View chart
Ishares Msci China Etf Msci China Etf (MCHI)	0.0	$25k		439.00	56.18	View chart
Crh Public Limited Co F Adr	0.0	$23k		200.00	117.21	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.0	$23k		340.00	68.66	View chart
Columbia Em Core Ex-china Etf Em Core Ex Etf (XCEM)	0.0	$23k		569.00	40.81	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Vng Rus1000grw (VONG)	0.0	$23k		205.00	109.69	View chart
Otis Worldwide Corp (OTIS)	0.0	$22k		290.00	77.08	View chart
General Motors Company (GM)	0.0	$22k		268.00	83.02	View chart
Warner Bros Discovery Inclass Series A Com Ser A (WBD)	0.0	$22k		611.00	35.46	View chart
Nu Hldgs Ltd Fclass Class A Ord Shs Cl A (NU)	0.0	$22k		1.5k	14.37	View chart
Advanced Micro Devices (AMD)	0.0	$21k	NEW	59.00	362.03	View chart
State Street Spdr Portfolio Emerging Markets Etf SPD (SPEM)	0.0	$21k	NEW	452.00	46.91	View chart
Dover Corporation (DOV)	0.0	$21k	-50%	91.00	230.26	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$21k	NEW	83.00	246.95	View chart
State Street Corporation (STT)	0.0	$20k		145.00	137.88	View chart
Baker Hughes Co. A Class Class A Cl A (BKR)	0.0	$20k		291.00	67.01	View chart
Kimberly-Clark Corporation (KMB)	0.0	$19k		197.00	96.47	View chart
Robinhood Mkts Inc Class Class A Com Cl A (HOOD)	0.0	$19k	NEW	269.00	69.30	View chart
Pfizer (PFE)	0.0	$18k		523.00	34.33	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$18k		616.00	29.12	View chart
ConocoPhillips (COP)	0.0	$18k		76.00	234.04	View chart
UnitedHealth (UNH)	0.0	$18k	+260%	18.00	977.11	View chart
IDEXX Laboratories (IDXX)	0.0	$17k		27.00	645.15	View chart
MercadoLibre (MELI)	0.0	$17k		10.00	1729.00	View chart
Hormel Foods Corporation (HRL)	0.0	$17k		754.00	22.66	View chart
Northrop Grumman Corporation (NOC)	0.0	$17k		16.00	1059.12	View chart
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB)	0.0	$17k	+20%	662.00	25.11	View chart
Intel Corporation (INTC)	0.0	$16k		251.00	63.12	View chart
Emcor (EME)	0.0	$16k		13.00	1193.62	View chart
Shell Plc Ftender Offer Exp: Spon Ads (SHEL)	0.0	$15k		165.00	93.00	View chart
Abbott Laboratories (ABT)	0.0	$14k	-59%	135.00	102.84	View chart
Medtronic Plc F SHS (MDT)	0.0	$13k		109.00	120.83	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)	0.0	$13k		204.00	64.13	View chart
Service Corporation International (SCI)	0.0	$13k		159.00	82.28	View chart
Zoetis Inc Class Class A Cl A (ZTS)	0.0	$13k		109.00	118.49	View chart
FirstEnergy (FE)	0.0	$12k	-65%	220.00	53.65	View chart
CarMax (KMX)	0.0	$12k		283.00	41.58	View chart
Corteva (CTVA)	0.0	$12k		93.00	126.01	View chart
Prudential Financial (PRU)	0.0	$11k		101.00	110.55	View chart
Vanguard Short-term Bondindex Fund Etf Shares Short Trm Bond (BSV)	0.0	$11k		139.00	78.33	View chart
Prologis (PLD)	0.0	$10k		50.00	206.20	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Dvlpd Mrkts (PXF)	0.0	$10k	NEW	146.00	69.92	View chart
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SE)	0.0	$9.6k		116.00	82.81	View chart
Morgan Stanley Com New (MS)	0.0	$9.4k		18.00	521.11	View chart
Airbnb Inc Class A Com Cl A (ABNB)	0.0	$8.8k		55.00	160.73	View chart
State Street Industrial Select Sector Spdr Etf Ind (XLI)	0.0	$8.6k	NEW	53.00	162.57	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$8.2k		110.00	74.42	View chart
Wisdomtree India Earnings Fund India Erngs Fd (EPI)	0.0	$8.2k		200.00	40.80	View chart
Dex (DXCM)	0.0	$7.0k		100.00	70.34	View chart
CSX Corporation (CSX)	0.0	$6.9k		126.00	54.68	View chart
Gartner (IT)	0.0	$6.8k		43.00	158.35	View chart
Block Inc A Class Class A Cl A (XYZ)	0.0	$6.8k		98.00	69.39	View chart
Invesco Buyback Achievers Etf Buyback Achiev (PKW)	0.0	$6.6k		50.00	131.24	View chart
Wingstop (WING)	0.0	$6.5k		42.00	155.71	View chart
Unusual Whales Subversive Democratic Trading Etf Unusual Subversi (NANC)	0.0	$6.4k		152.00	42.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$6.2k		161.00	38.42	View chart
Qnity Electronics Common Stock (Q)	0.0	$5.8k		46.00	125.41	View chart
Hershey Company (HSY)	0.0	$5.7k		23.00	249.96	View chart
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)	0.0	$5.6k		38.00	148.11	View chart
Dupont De Nemours (DD)	0.0	$5.5k		93.00	59.59	View chart
Republic Services (RSG)	0.0	$5.3k		17.00	309.18	View chart
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO)	0.0	$4.9k		17.00	287.18	View chart
Dow (DOW)	0.0	$4.8k		93.00	51.95	View chart
Kraft Heinz (KHC)	0.0	$4.7k		210.00	22.49	View chart
Freeport-mcmoran CL B (FCX)	0.0	$4.5k	NEW	49.00	92.37	View chart
Match Group (MTCH)	0.0	$4.4k		145.00	30.62	View chart
Lululemon Athletica (LULU)	0.0	$4.3k		28.00	153.11	View chart
Enterprise Products Partners (EPD)	0.0	$3.9k		103.00	37.80	View chart
Ark Autonomous Technology & Robotics Etf Autnmus Technlgy (ARKQ)	0.0	$3.6k		32.00	112.44	View chart
Atlassian Corp Class A Cl A	0.0	$3.1k		45.00	68.24	View chart
Advisorshares Pure Us Cannabis Etf Pure Us Cannabis (MSOS)	0.0	$2.8k		800.00	3.55	View chart
3M Company (MMM)	0.0	$2.8k		12.00	232.75	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM)	0.0	$2.7k		8.00	338.00	View chart
Intercontinental Hotel Funsponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (IHG)	0.0	$2.5k		19.00	133.47	View chart
Joby Aviation Inc Fclass A Common Stock (JOBY)	0.0	$2.5k		300.00	8.26	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr New	0.0	$2.4k	+59%	43.00	56.98	View chart
Protalix Biotherapeutics (PLX)	0.0	$2.2k		1.0k	2.17	View chart
Solaredge Technologies (SEDG)	0.0	$1.9k		38.00	51.05	View chart
Apollo Global Mgmt (APO)	0.0	$1.9k	NEW	5.00	378.80	View chart
Blue Owl Cap Inc Class A Com Cl A (OWL)	0.0	$1.8k	NEW	200.00	9.13	View chart
Ford Motor Company (F)	0.0	$1.8k		12.00	151.00	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.0	$1.8k		102.00	17.31	View chart
Strategy Inc Class A Cl A New (MSTR)	0.0	$1.5k	NEW	5.00	299.60	View chart
Rivian Automotive Inc Class Class A Cl A (RBLX)	0.0	$1.4k	+3%	53.00	26.98	View chart
Brookfield Business Co Fclass A Cl A Exc Sub Vtg	0.0	$1.4k	+200%	45.00	31.64	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Mcap Gr Idxvip (VOT)	0.0	$1.3k		5.00	257.40	View chart
Mfa Finl Inc Reit Note (MFA)	0.0	$1.3k	+3%	132.00	9.61	View chart
International Business Machines (IBM)	0.0	$1.2k		1.00	1240.00	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Hedged Equity La (HELO)	0.0	$1.2k		19.00	63.89	View chart
Peloton Interactive Inc Class Class A Com Cl A (PTON)	0.0	$1.1k		260.00	4.29	View chart
Xrp Etf Xrp Etf (XRPI)	0.0	$1.1k		146.00	7.58	View chart
Viatris (VTRS)	0.0	$1.1k		43.00	25.14	View chart
Ondas Com New (ONDS)	0.0	$994.004000		110.00	9.04	View chart
Spotify Technology S A F SHS (SPOT)	0.0	$970.000000		2.00	485.00	View chart
Ishares Msci India Etf Msci India Etf (INDA)	0.0	$937.000000		20.00	46.85	View chart
Brookfield Wealth So A Fclass A Cl A Exchangeab (BNT)	0.0	$911.000200		22.00	41.41	View chart
State Street Spdr S&p 600 Small Cap Growth Etf State Street Spd (SLYG)	0.0	$870.000300		9.00	96.67	View chart
United States Antimony (UAMY)	0.0	$681.002400		78.00	8.73	View chart
Oklo Inc Class A Com Cl A (OKLO)	0.0	$446.000400		9.00	49.56	View chart
Occidental Pete C 27 Wtswarrants Exp 08/03/27 *w Exp 08/03/202 (OXY.WS)	0.0	$299.999700		7.00	42.86	View chart
Aercap Holdings N V F SHS (AER)	0.0	$274.000000		2.00	137.00	View chart
Coreweave Inc Class A Com Cl A (CRWV)	0.0	$231.999900	NEW	3.00	77.33	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.0	$188.000000		4.00	47.00	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$182.000100		3.00	60.67	View chart
Principal U.s. Small-capetf Prin U S Small (PSC)	0.0	$171.999900	+50%	3.00	57.33	View chart
Broadridge Financial Solutions (BR)	0.0	$163.000000		1.00	163.00	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$158.000000		5.00	31.60	View chart
Rocket Cos (RKT)	0.0	$156.999700		11.00	14.27	View chart
Epsium Enterprise Ltd Fclass A Ord Shs Cl A (EPSM)	0.0	$126.999000		90.00	1.41	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD)	0.0	$120.000000		2.00	60.00	View chart
Revolve Group Inc Class A Cl A (RVLV)	0.0	$113.000000		5.00	22.60	View chart
Fidelity Enhanced International Etf Enhanced Intl (FENI)	0.0	$76.000000		2.00	38.00	View chart
Eaton Vance Total Returnbond Etf Eaton Vance Tota (EVTR)	0.0	$53.000000		1.00	53.00	View chart
Victoryshares Core Intermediate Bond Etf Core Intermediat (UITB)	0.0	$47.000000		1.00	47.00	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 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
Investment Research & Advisory Group 2022 Q2 filed July 19, 2022

View all past filings

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