Investment Research & Advisory Group, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Investment Research & Advisory Group, Inc. reported 206 stock positions worth $225.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.4% of the portfolio, followed by Apple (AAPL, 7.9%) and Microsoft (MSFT, 4.9%). Compared with Q1 2024, it opened 7 new positions, sold out of 9, added to 41 and reduced 29. The biggest buy was Eli Lilly (LLY, shares +3%) and the biggest sale Walt Disney (DIS, shares −0%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001802136
Portfolio Value
$225.6M (Q2 2024)
SEC Filing
0001802136-24-000003 ↗ filed Jul 30, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $217.3M Q1 2024 Q2 2024: $225.6M $225.6M Q2 2024 Q3 2024: $236.9M Q3 2024 Q4 2024: $241.0M Q4 2024 Q1 2025: $239.4M Q1 2025 Q2 2025: $268.4M Q2 2025 Q3 2025: $295.0M Q3 2025 Q4 2025: $302.1M Q4 2025 Q1 2026: $286.3M Q1 2026 Q2 2026: $323.9M Q2 2026

Holdings 206 stocks · $225.6M
VOO Vanguard S&P 500 ETF 20.42% 92,122 $46.1M Reduce -1.2%
AAPL Apple Inc. 7.91% 84,727 $17.8M Reduce -1.5%
MSFT Microsoft Corp. 4.95% 24,967 $11.2M Reduce -0.1%
NVDA Nvidia Corp. 3.98% 72,614 $9.0M Reduce -0.5%
AMZN Amazon.com Inc. 3.58% 41,751 $8.1M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.44% 42,610 $7.8M Reduce -1.1%
MA Mastercard Inc. Class A 2.65% 13,532 $6.0M Add +0.6%
LLY Eli Lilly & Co. 2.58% 6,435 $5.8M Add +2.6%
META Meta Platforms Inc. Class A 2.40% 10,746 $5.4M Reduce -1.1%
JPM JPMorgan Chase & Co. 2.31% 25,786 $5.2M Add +1.4%
V Visa Inc. Class A 2.28% 19,593 $5.1M Add +0.7%
SCHW Schwab (charles) Corp. 2.02% 61,951 $4.6M Reduce -0.5%
ASML ASML Holding NV-NY Reg SHS 1.97% 4,354 $4.5M Add +4.3%
UBER Uber Technologies Inc. 1.85% 57,330 $4.2M Add +3.0%
BLK BlackRock Finance Inc. 1.83% 5,237 $4.1M Add +0.3%
COST Costco Wholesale Corp. 1.70% 4,522 $3.8M Add +1.1%
CRM Salesforce Inc. 1.69% 14,873 $3.8M Add +0.2%
IQV Iqvia Holdings Inc. 1.64% 17,515 $3.7M Add +0.4%
CB Chubb Ltd. 1.53% 13,532 $3.5M Reduce -0.3%
UNH Unitedhealth Group Inc. 1.40% 6,216 $3.2M Add +0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.30% 29,520 $2.9M Reduce -0.3%
FISV Fiserv Inc. 1.30% 19,658 $2.9M Add +2.3%
VB Vanguard Most SM-Cap ETF-Usd 1.27% 13,125 $2.9M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 1.26% 6,975 $2.8M Reduce -2.2%
GD General Dynamics Corp. 1.21% 9,375 $2.7M Add +1.9%
ADBE Adobe Inc. 1.10% 4,455 $2.5M Add +14.3%
LMT Lockheed Martin Corp. 1.04% 5,033 $2.4M Add +6.1%
VEEV Veeva Systems Inc. Class A 1.03% 12,637 $2.3M Add +9.1%
GE General Electric filed as GE AEROSPACE 1.01% 14,381 $2.3M Reduce -1.1%
CMCSA Comcast Corp. Class A 0.99% 56,809 $2.2M Reduce -2.8%
SBUX Starbucks Corp. 0.96% 27,898 $2.2M Add +0.6%
JNJ Johnson & Johnson 0.96% 14,779 $2.2M Add +1.1%
ADM Archer-Daniels-Midland Co. 0.91% 34,000 $2.1M No change
TMO Thermo Fisher Scientific Inc. 0.88% 3,587 $2.0M Add +1.6%
PM Philip Morris International 0.85% 18,984 $1.9M Add +1.3%
OTIS Otis Worldwide Corp. 0.78% 18,368 $1.8M Add +4.1%
KMX Carmax Inc. 0.76% 23,499 $1.7M Add +4.1%
SPYX SS SPDR S&P 500 Foss FL ETF 0.74% 3,070 $1.7M Reduce -2.4%
PG The Procter & Gamble Co. 0.69% 9,375 $1.5M Add +0.4%
DHR Danaher Corp. 0.56% 5,060 $1.3M Add +6.5%
VXUS Vanguard Total Intl Stock 0.49% 18,169 $1.1M Add +1.4%
MDLZ Mondelez International Inc. Class A 0.47% 1,607 $1.1M No change
CHH Choice Hotels Intl Inc. 0.42% 7,998 $952K No change
BND Vanguard Total Bond Market 0.36% 11,378 $820K Reduce -0.8%
HD Home Depot Inc. 0.36% 2,370 $816K Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.34% 1,399 $766K Reduce -0.7%
GOOG Alphabet Inc. Class C 0.32% 3,891 $714K Add +0.5%
IJH iShares Core S&P Midcap ETF 0.30% 11,677 $683K Add +0.7%
IRT Independence Realty Trust Inc. 0.30% 36,098 $676K No change
IVW iShares S&P 500 Growth ETF 0.29% 7,135 $660K No change
PANW Palo Alto Networks Inc. 0.29% 1,928 $654K Add +5.7%
GEV GE Vernova Inc. 0.27% 3,594 $616K Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.25% 1,179 $565K Add +0.1%
VEU Vanguard Ftse All-World Ex-U 0.24% 9,147 $536K Reduce -1.2%
VDE Vanguard Energy ETF 0.22% 3,965 $506K No change
IVE iShares S&P 500 Value ETF 0.21% 2,545 $463K No change
MDY State Street SPDR S&P Midcap 0.20% 847 $453K No change
FDX FedEx Corp. 0.16% 1,171 $351K No change
MRK Merck & Co. Inc. 0.14% 2,462 $305K No change
LOW Lowe's Cos Inc. 0.11% 1,132 $250K No change
SNPS Synopsys Inc. 0.10% 5,717 $230K No change
ZETA Zeta Global Holdings Corp. Class A 0.09% 11,980 $211K No change
KO The Coca-Cola Co. 0.09% 3,298 $210K No change
ABBV Abbvie Inc. 0.09% 1,193 $205K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 4,806 $191K No change
IJR iShares Core S&P Small-Cap E 0.08% 1,776 $189K No change
AMGN Amgen Inc. 0.08% 604 $189K No change
SDY SS SPDR S&P Dividend ETF 0.07% 13,301 $169K Add +984.0%
BA The Boeing Co. 0.07% 885 $161K No change
IJT iShares S&P Small-Cap 600 GR 0.07% 1,252 $161K No change
AVGO Broadcom Inc. 0.06% 91 $146K No change
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.06% 1,209 $144K Add +5.9%
NVO Novo-Nordisk A/S-Spons ADR 0.06% 940 $134K No change
IJS iShares S&P Small-Cap 600 Va 0.06% 1,294 $126K No change
DVY iShares Select Dividend ETF 0.05% 1,000 $121K No change
ESGU iShares ESG Aware MSCI USA 0.05% 1,003 $120K Add +0.2%
ANET Arista Networks Inc. 0.05% 320 $112K No change
CVX Chevron Corp. 0.05% 703 $110K No change
NOW ServiceNow Inc. 0.04% 119 $94K No change
BN Brookfield Corp. 0.04% 2,250 $93K No change
ABT Abbott Laboratories 0.04% 888 $92K No change
IBB iShares Biotechnology ETF 0.04% 642 $88K No change
GIS General Mills Inc. 0.04% 1,370 $87K No change
ESGR Enstar Group Ltd. 0.04% 273 $83K No change
BSV Vanguard Short-Term Bond ETF 0.03% 991 $76K No change
PNC PNC Financial Services Group 0.03% 488 $76K No change
WFC Wells Fargo & Co. 0.03% 1,225 $73K No change
PSX Phillips 66 0.03% 500 $71K No change
C Citigroup Inc. 0.03% 1,108 $70K No change
GS Goldman Sachs Group Inc. 0.03% 139 $63K No change
DUK Duke Energy Corp. 0.03% 614 $62K Add +1.0%
BNDX Vanguard Total Intl Bond ETF 0.03% 1,253 $61K No change
NKE Nike Inc. Class B 0.03% 764 $58K Reduce -52.0%
EW Edwards Lifesciences Corp. 0.02% 600 $55K No change
MO Altria Group Inc. 0.02% 1,197 $55K No change
TFC Truist Financial Corp. 0.02% 1,283 $50K Reduce -89.2%
CHKP Check Point Software Tech 0.02% 300 $50K No change
XLK SS Technology Select Sector 0.02% 212 $48K No change
APD Air Products & Chemicals Inc. 0.02% 185 $48K No change
WDAY Workday Inc. Class A 0.02% 209 $47K No change
ORCL Oracle Corp. 0.02% 323 $46K No change
NUV Nuveen Municipal Value 0.02% 4,009 $43K No change
AA Alcoa Corp. 0.02% 1,019 $41K No change
CRUS Cirrus Logic Inc. 0.02% 300 $38K No change
TD Toronto-Dominion Bank 0.02% 667 $37K No change
QQQJ Invesco Nasdaq Next Gen 100 0.01% 1,204 $34K Add +0.3%
PFGC Performance Food Group Co. 0.01% 500 $33K No change
WMT Walmart Inc. 0.01% 474 $32K Add +20.3%
MHK Mohawk Industries Inc. 0.01% 269 $31K No change
ACN Accenture PLC Class A 0.01% 97 $29K No change
AX Axos Financial Inc. 0.01% 504 $29K No change
MUSA Murphy USA Inc. 0.01% 61 $29K No change
DELL Dell Technologies -C 0.01% 200 $28K No change
RDDT Reddit Inc. Class A 0.01% 430 $27K New
PINS Pinterest Inc. Class A 0.01% 600 $26K New
O Realty Income Corp. 0.01% 500 $26K No change
DAL Delta Air Lines Inc. 0.01% 553 $26K Reduce -45.8%
OXY Occidental Petroleum Corp. 0.01% 389 $25K No change
ADSK Autodesk Inc. 0.01% 97 $24K No change
ATMU Atmus Filtration Technologie 0.01% 818 $24K No change
AXP American Express Co. 0.01% 96 $22K No change
HRL Hormel Foods Corp. 0.01% 728 $22K No change
BN Brookfield Asset Mgmt Reins 0.01% 580 $22K No change
XLV SS Health Care Select Sector 0.01% 142 $21K No change
GILD Gilead Sciences Inc. 0.01% 300 $21K No change
XLF SS Financial Select Sector 0.01% 476 $20K No change
GLW Corning Inc. 0.01% 500 $19K No change
IT Gartner Inc. 0.01% 43 $19K No change
CRWD CrowdStrike Holdings Inc. Class A 0.01% 50 $19K No change
MCHI iShares MSCI China ETF 0.01% 449 $19K Reduce -2.2%
ZTS Zoetis Inc. 0.01% 108 $19K No change
GL Globe Life Inc. 0.01% 225 $19K No change
XLY SS Consumer Disc Select Sect 0.01% 94 $17K No change
ORLY O'reilly Automotive Inc. 0.01% 16 $17K No change
MELI MercadoLibre Inc. 0.01% 10 $16K No change
CRH CRH PLC-Sponsored ADR 0.01% 200 $15K No change
SHOP Shopify Inc. Class A 0.01% 220 $15K No change
PEP Pepsico Inc. 0.01% 88 $15K No change
CSCO Cisco Systems Inc. 0.01% 301 $14K No change
UPS United Parcel Service Class B 0.01% 100 $14K No change
T AT&T Inc. 0.01% 714 $14K No change
IDXX Idexx Laboratories Inc. 0.01% 27 $13K No change
DKNG Draftkings Inc. Class A 0.01% 343 $13K No change
DJT Trump Media & Technology Gro 0.01% 382 $13K No change
GM General Motors Co. 0.01% 265 $12K No change
CAT Caterpillar Inc. 0.01% 35 $12K Add +250.0%
PRU Prudential Financial Inc. 0.01% 100 $12K No change
DXCM Dexcom Inc. 0.01% 100 $11K No change
STT State Street Corp. 0.00% 142 $11K No change
BKR Baker Hughes Co. 0.00% 287 $10K New
MCD McDonald's Corp. 0.00% 38 $10K Add +52.0%
EPI Wisdomtree India Earnings 0.00% 200 $10K No change
VEA Vanguard Ftse Developed ETF 0.00% 194 $10K Add +1.0%
TTWO Take-Two Interactive Softwre 0.00% 61 $9K No change
MDT Medtronic PLC 0.00% 109 $9K No change
COP Conocophillips 0.00% 74 $8K New
LULU Lululemon Athletica Inc. 0.00% 28 $8K No change
SE Sea Ltd.-ADR 0.00% 116 $8K No change
TEAM Atlassian Corp. Ltd. Class A 0.00% 45 $8K No change
AGG iShares Core U.S. Aggregate 0.00% 79 $8K No change
PYPL PayPal Holdings Inc. 0.00% 120 $7K Reduce -75.7%
NOC Northrop Grumman Corp. 0.00% 16 $7K New
CNYA iShares MSCI China A ETF 0.00% 258 $7K No change
LPLA LPL Financial Holdings Inc. 0.00% 23 $6K No change
XYZ Block Inc. 0.00% 98 $6K No change
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.00% 100 $6K No change
DD Dupont DE Nemours Inc. 0.00% 66 $5K No change
EFA iShares MSCI Eafe ETF 0.00% 64 $5K No change
HOG Harley-Davidson Inc. 0.00% 134 $4K Add +0.8%
RVLV Revolve Group Inc. Class A 0.00% 281 $4K No change
MTCH Match Group Inc. 0.00% 142 $4K No change
CSX CSX Corp. 0.00% 124 $4K New
VZ Verizon Communications Inc. 0.00% 100 $4K No change
VTI VG Morningstar TS MKT ETF-US 0.00% 14 $4K No change
CTVA Corteva Inc. 0.00% 66 $4K No change
DOW Dow Inc. 0.00% 66 $4K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 14 $3K Reduce -73.6%
VYM Vanguard High DVD Yield ETF 0.00% 26 $3K No change
EPD Enterprise Products Partners 0.00% 98 $3K No change
SOFI Sofi Technologies Inc. 0.00% 340 $2K No change
INTC Intel Corp. 0.00% 50 $2K No change
WOLF Wolfspeed Inc. 0.00% 66 $2K No change
INDA iShares MSCI India ETF 0.00% 25 $1K Add +66.7%
TSM Taiwan Semiconductor-SP ADR 0.00% 8 $1K Add +33.3%
MFA Mfa Financial Inc. 0.00% 118 $1K No change
MMM 3M Co. 0.00% 12 $1K No change
WBD Warner Bros Discovery Inc. 0.00% 154 $1K No change
SPHY SS SPDR P High Yield ETF 0.00% 45 $1K No change
SEDG Solaredge Technologies Inc. 0.00% 38 $960 No change
WAB Wabtec Corp. 0.00% 6 $948 No change
XRX Xerox Holdings Corp. 0.00% 403 $907 No change
PTON Peloton Interactive Inc. Class A 0.00% 260 $879 No change
PFE Pfizer Inc. 0.00% 25 $700 No change
RBLX Roblox Corp. Class A 0.00% 50 $671 Reduce -16.7%
TQQQ Proshares Ultrapro QQQ 0.00% 9 $664 New
BBU Brookfield Business PT-Unit 0.00% 30 $566 No change
DXJ Wisdomtree Japan Hedged Eq 0.00% 5 $564 No change
KWEB Kranesh Csi China Internet 0.00% 15 $405 Reduce -50.0%
CELH Celsius Holdings Inc. 0.00% 7 $400 No change
BBUC Brookfield Business Class A 0.00% 15 $306 No change
VTRS Viatris Inc. 0.00% 20 $213 No change
ONL Orion Properties Inc. filed as ORION OFFICE REIT INC 0.00% 50 $180 No change
ALLBIRDS INC-CL A 0.00% 304 $152 No change
COOP Mr Cooper Group Inc. 0.00% 1 $81 No change
CGC Canopy Growth Corp. 0.00% 5 $32 No change
WBA Walgreens Boots Alliance Inc. 0.00% 1 $12 Reduce -96.2%
Lines left out (1) · $19 — a value with no share or principal amount
SecurityClassSharesValue
IBM Intl Business Machines Corp. COM0$19

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $225.6M.

Portfolio Sells Q1 2024 → Q2 2024
DIS The Walt Disney Co. Reduce -0.3% 1.30% −0.37
VOO Vanguard S&P 500 ETF Reduce -1.2% 20.42% −0.20
TFC Truist Financial Corp. Reduce -89.2% 0.02% −0.19
CMCSA Comcast Corp. Class A Reduce -2.8% 0.99% −0.18
GE General Electric Reduce -1.1% 1.01% −0.16
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.2% 1.26% −0.12
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.2% 1.27% −0.12
CB Chubb Ltd. Reduce -0.3% 1.53% −0.09
HD Home Depot Inc. Reduce -1.3% 0.36% −0.06
SCHW Schwab (charles) Corp. Reduce -0.5% 2.02% −0.05
NKE Nike Inc. Class B Reduce -52.0% 0.03% −0.04
GEHC GE Healthcare Technology Sold out 0.00% −0.03
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.03
META Meta Platforms Inc. Class A Reduce -1.1% 2.40% −0.03
BND Vanguard Total Bond Market Reduce -0.8% 0.36% −0.02
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -2.4% 0.74% −0.02
GEV GE Vernova Inc. Reduce -1.1% 0.27% −0.01
PYPL PayPal Holdings Inc. Reduce -75.7% 0.00% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -1.2% 0.24% −0.01
DAL Delta Air Lines Inc. Reduce -45.8% 0.01% −0.01
IWF iShares Russell 1000 Growth Sold out 0.00% −0.01
SPDW Ste STR SPDR PT DW Eu ETF Sold out 0.00% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -73.6% 0.00% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.00
SPEM State Street SP PTF Em ETF Sold out 0.00% −0.00
RITM Rithm Capital Corp. Sold out 0.00% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.7% 0.34% −0.00
FANG Diamondback Energy Inc. Sold out 0.00% −0.00
WBA Walgreens Boots Alliance Inc. Reduce -96.2% 0.00% −0.00
KWEB Kranesh Csi China Internet Reduce -50.0% 0.00% −0.00
RBLX Roblox Corp. Class A Reduce -16.7% 0.00% −0.00
MCHI iShares MSCI China ETF Reduce -2.2% 0.01% 0.00
SPCE Virgin Galactic Holdings Inc. Sold out 0.00% 0.00
AMZN Amazon.com Inc. Reduce -0.1% 3.58% +0.10
MSFT Microsoft Corp. Reduce -0.1% 4.95% +0.11
GOOGL Alphabet Inc. Class A Reduce -1.1% 3.44% +0.45
NVDA Nvidia Corp. Reduce -0.5% 3.98% +0.94
AAPL Apple Inc. Reduce -1.5% 7.91% +1.12

Portfolio Buys Q1 2024 → Q2 2024
LLY Eli Lilly & Co. Add +2.6% 2.58% +0.34
COST Costco Wholesale Corp. Add +1.1% 1.70% +0.20
ADBE Adobe Inc. Add +14.3% 1.10% +0.19
ASML ASML Holding NV-NY Reg SHS Add +4.3% 1.97% +0.11
PM Philip Morris International Add +1.3% 0.85% +0.06
PANW Palo Alto Networks Inc. Add +5.7% 0.29% +0.05
LMT Lockheed Martin Corp. Add +6.1% 1.04% +0.05
GOOG Alphabet Inc. Class C Add +0.5% 0.32% +0.04
DHR Danaher Corp. Add +6.5% 0.56% +0.01
RDDT Reddit Inc. Class A New 0.01% +0.01
PINS Pinterest Inc. Class A New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.25% +0.01
GD General Dynamics Corp. Add +1.9% 1.21% +0.01
BKR Baker Hughes Co. New 0.00% +0.00
COP Conocophillips New 0.00% +0.00
CAT Caterpillar Inc. Add +250.0% 0.01% +0.00
WMT Walmart Inc. Add +20.3% 0.01% +0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF Add +5.9% 0.06% +0.00
NOC Northrop Grumman Corp. New 0.00% +0.00
CSX CSX Corp. New 0.00% +0.00
MCD McDonald's Corp. Add +52.0% 0.00% +0.00
SDY SS SPDR S&P Dividend ETF Add +984.0% 0.07% +0.00
INDA iShares MSCI India ETF Add +66.7% 0.00% +0.00
TQQQ Proshares Ultrapro QQQ New 0.00% +0.00
DUK Duke Energy Corp. Add +1.0% 0.03% +0.00
TSM Taiwan Semiconductor-SP ADR Add +33.3% 0.00% +0.00
ESGU iShares ESG Aware MSCI USA Add +0.2% 0.05% +0.00
VEA Vanguard Ftse Developed ETF Add +1.0% 0.00% −0.00
HOG Harley-Davidson Inc. Add +0.8% 0.00% −0.00
QQQJ Invesco Nasdaq Next Gen 100 Add +0.3% 0.01% −0.00
UNH Unitedhealth Group Inc. Add +0.8% 1.40% −0.00
VXUS Vanguard Total Intl Stock Add +1.4% 0.49% −0.01
PG The Procter & Gamble Co. Add +0.4% 0.69% −0.01
IJH iShares Core S&P Midcap ETF Add +0.7% 0.30% −0.02
OTIS Otis Worldwide Corp. Add +4.1% 0.78% −0.02
JPM JPMorgan Chase & Co. Add +1.4% 2.31% −0.03
TMO Thermo Fisher Scientific Inc. Add +1.6% 0.88% −0.07
JNJ Johnson & Johnson Add +1.1% 0.96% −0.11
FISV Fiserv Inc. Add +2.3% 1.30% −0.12
UBER Uber Technologies Inc. Add +3.0% 1.85% −0.13
KMX Carmax Inc. Add +4.1% 0.76% −0.14
BLK BlackRock Finance Inc. Add +0.3% 1.83% −0.18
SBUX Starbucks Corp. Add +0.6% 0.96% −0.20
VEEV Veeva Systems Inc. Class A Add +9.1% 1.03% −0.21
V Visa Inc. Class A Add +0.7% 2.28% −0.22
MA Mastercard Inc. Class A Add +0.6% 2.65% −0.34
CRM Salesforce Inc. Add +0.2% 1.69% −0.36
IQV Iqvia Holdings Inc. Add +0.4% 1.64% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 313$323.9MVOO, AAPL, GOOGL, NVDA, AMZN
Q1 2026 276$286.3MVOO, AAPL, GOOGL, NVDA, AMZN
Q4 2025 274$302.1MVOO, AAPL, GOOGL, NVDA, MSFT
Q3 2025 252$295.0MVOO, AAPL, NVDA, MSFT, GOOGL
Q2 2025 245$268.4MVOO, AAPL, NVDA, MSFT, AMZN
Q1 2025 249$239.4MVOO, AAPL, MSFT, AMZN, NVDA
Q4 2024 210$241.0MVOO, AAPL, MSFT, NVDA, AMZN
Q3 2024 209$236.9MVOO, AAPL, MSFT, NVDA, AMZN
Q2 2024 206$225.6MVOO, AAPL, MSFT, NVDA, AMZN
Q1 2024 207$217.3MVOO, AAPL, MSFT, AMZN, NVDA