Investment Research & Advisory Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Investment Research & Advisory Group, Inc. reported 210 stock positions worth $241.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.3% of the portfolio, followed by Apple (AAPL, 8.6%) and Microsoft (MSFT, 4.2%). Compared with Q3 2024, it opened 11 new positions, sold out of 10, added to 42 and reduced 29. The biggest buy was Netflix (NFLX, shares +6%) and the biggest sale Uber Technologies (UBER, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001802136
- Portfolio Value
- $241.0M (Q4 2024)
- SEC Filing
- 0001802136-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 210 stocks · $241.0M
| VOO Vanguard S&P 500 ETF | 20.31% | 90,865 | $49.0M | Add +0.9% |
| AAPL Apple Inc. | 8.55% | 82,329 | $20.6M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.25% | 24,285 | $10.2M | Reduce -2.8% |
| NVDA Nvidia Corp. | 3.91% | 702,355 | $9.4M | Add +870.3% |
| AMZN Amazon.com Inc. | 3.77% | 41,448 | $9.1M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 3.33% | 42,415 | $8.0M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 2.94% | 13,478 | $7.1M | Add +0.5% |
| V Visa Inc. Class A | 2.58% | 19,688 | $6.2M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.52% | 25,344 | $6.1M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 2.47% | 10,184 | $6.0M | Reduce -2.4% |
| BLK BlackRock Finance Inc. | 2.26% | 5,308 | $5.4M | Add +0.1% |
| CRM Salesforce Inc. | 2.09% | 15,039 | $5.0M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 2.08% | 6,488 | $5.0M | Add +1.0% |
| SCHW Schwab (charles) Corp. | 1.96% | 63,931 | $4.7M | Reduce -0.6% |
| FISV Fiserv Inc. | 1.70% | 19,958 | $4.1M | Add +0.5% |
| COST Costco Wholesale Corp. | 1.69% | 4,456 | $4.1M | Add +0.2% |
| CB Chubb Ltd. | 1.55% | 13,501 | $3.7M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 1.44% | 57,360 | $3.5M | Reduce -0.3% |
| IQV Iqvia Holdings Inc. | 1.43% | 17,547 | $3.4M | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 1.42% | 687 | $3.4M | Add +0.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.35% | 4,694 | $3.3M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 7,042 | $3.2M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.32% | 6,306 | $3.2M | Reduce -0.3% |
| NFLX Netflix Inc. | 1.32% | 3,570 | $3.2M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.18% | 11,843 | $2.8M | Reduce -8.7% |
| SBUX Starbucks Corp. | 1.10% | 29,179 | $2.7M | Add +0.9% |
| VEEV Veeva Systems Inc. Class A | 1.08% | 12,375 | $2.6M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.06% | 5,259 | $2.6M | Add +2.2% |
| GD General Dynamics Corp. | 1.06% | 9,683 | $2.6M | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 1.02% | 14,732 | $2.5M | Reduce -1.1% |
| PM Philip Morris International | 0.96% | 19,202 | $2.3M | Add +2.8% |
| KMX Carmax Inc. | 0.93% | 27,301 | $2.2M | Add +0.5% |
| JNJ Johnson & Johnson | 0.91% | 15,155 | $2.2M | Add +1.3% |
| ADBE Adobe Inc. | 0.89% | 4,839 | $2.2M | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.80% | 3,698 | $1.9M | Reduce -12.2% |
| ADM Archer-Daniels-Midland Co. | 0.71% | 34,000 | $1.7M | No change |
| PG The Procter & Gamble Co. | 0.69% | 9,948 | $1.7M | Add +3.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.69% | 2,843 | $1.7M | Reduce -5.5% |
| OTIS Otis Worldwide Corp. | 0.65% | 16,872 | $1.6M | Add +1.9% |
| DHR Danaher Corp. | 0.51% | 5,338 | $1.2M | Add +3.4% |
| BND Vanguard Total Bond Market | 0.44% | 14,839 | $1.1M | Add +13.5% |
| HD Home Depot Inc. | 0.38% | 2,370 | $922K | No change |
| CHH Choice Hotels Intl Inc. | 0.38% | 6,422 | $912K | No change |
| GEV GE Vernova Inc. | 0.36% | 2,613 | $859K | Reduce -5.6% |
| VXUS Vanguard Total Intl Stock | 0.34% | 13,996 | $825K | Reduce -20.2% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,323 | $779K | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 124,678 | $777K | Add +906.0% |
| GOOG Alphabet Inc. Class C | 0.31% | 3,891 | $741K | No change |
| IVW iShares S&P 500 Growth ETF | 0.30% | 7,135 | $724K | No change |
| IRT Independence Realty Trust Inc. | 0.30% | 36,098 | $716K | No change |
| PANW Palo Alto Networks Inc. | 0.29% | 3,856 | $702K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,182 | $604K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 9,147 | $525K | No change |
| IVE iShares S&P 500 Value ETF | 0.20% | 2,545 | $486K | No change |
| VDE Vanguard Energy ETF | 0.20% | 3,965 | $481K | No change |
| FDX FedEx Corp. | 0.14% | 1,171 | $329K | No change |
| SNPS Synopsys Inc. | 0.12% | 5,717 | $293K | No change |
| MDY State Street SPDR S&P Midcap | 0.12% | 503 | $286K | Reduce -40.6% |
| LOW Lowe's Cos Inc. | 0.12% | 1,132 | $279K | No change |
| MRK Merck & Co. Inc. | 0.10% | 2,462 | $245K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.09% | 2,501 | $223K | New |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.09% | 1,734 | $223K | Add +0.3% |
| VRP Invesco Variable Rate Prefer | 0.09% | 9,194 | $222K | No change |
| ZETA Zeta Global Holdings Corp. Class A | 0.09% | 11,980 | $216K | No change |
| ABBV Abbvie Inc. | 0.09% | 1,193 | $212K | No change |
| AVGO Broadcom Inc. | 0.09% | 910 | $211K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 4,776 | $210K | No change |
| IJR iShares Core S&P Small-Cap E | 0.08% | 1,776 | $205K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 2,897 | $204K | New |
| AMT American Tower Corp. | 0.08% | 988 | $181K | No change |
| KO The Coca-Cola Co. | 0.07% | 2,848 | $177K | No change |
| MO Altria Group Inc. | 0.07% | 3,369 | $176K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 1,331 | $176K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.07% | 1,252 | $169K | No change |
| BA The Boeing Co. | 0.07% | 885 | $157K | No change |
| AMGN Amgen Inc. | 0.06% | 589 | $154K | No change |
| AVUV Avantis US Small Cap Value | 0.06% | 1,521 | $147K | No change |
| ANET Arista Networks Inc. | 0.06% | 1,280 | $141K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 1,294 | $141K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 1,010 | $130K | Add +0.3% |
| BN Brookfield Corp. | 0.05% | 2,250 | $129K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 335 | $115K | Add +570.0% |
| SPHY SS SPDR P High Yield ETF | 0.04% | 4,529 | $106K | Add +9964.4% |
| CVX Chevron Corp. | 0.04% | 703 | $102K | No change |
| ABT Abbott Laboratories | 0.04% | 888 | $100K | No change |
| MDLZ Mondelez International Inc. Class A | 0.04% | 1,607 | $96K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 1,946 | $95K | Add +55.3% |
| PNC PNC Financial Services Group | 0.04% | 488 | $94K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 164 | $94K | Add +18.0% |
| QPFF American Century Qual Pref | 0.04% | 2,515 | $90K | No change |
| ESGR Enstar Group Ltd. | 0.04% | 273 | $88K | No change |
| WFC Wells Fargo & Co. | 0.04% | 1,225 | $86K | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 1,643 | $86K | New |
| IBB iShares Biotechnology ETF | 0.04% | 642 | $85K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 940 | $81K | No change |
| C Citigroup Inc. | 0.03% | 1,108 | $78K | No change |
| RDDT Reddit Inc. Class A | 0.03% | 430 | $70K | No change |
| DUK Duke Energy Corp. | 0.03% | 626 | $67K | Add +1.0% |
| WMT Walmart Inc. | 0.03% | 687 | $62K | No change |
| PSX Phillips 66 | 0.02% | 500 | $57K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Reduce -0.3% | 1.44% | −0.39 |
| IQV Iqvia Holdings Inc. | Reduce -1.7% | 1.43% | −0.35 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.2% | 0.80% | −0.30 |
| MSFT Microsoft Corp. | Reduce -2.8% | 4.25% | −0.29 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 1.32% | −0.24 |
| GE General Electric | Reduce -1.1% | 1.02% | −0.17 |
| VXUS Vanguard Total Intl Stock | Reduce -20.2% | 0.34% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.7% | 1.18% | −0.12 |
| CB Chubb Ltd. | Reduce -0.7% | 1.55% | −0.11 |
| MDY State Street SPDR S&P Midcap | Reduce -40.6% | 0.12% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 1.32% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 2.47% | −0.05 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -5.5% | 0.69% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -86.5% | 0.00% | −0.03 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.01 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.01 |
| NUV Nuveen Municipal Value | Reduce -55.5% | 0.01% | −0.01 |
| NKE Nike Inc. Class B | Reduce -14.3% | 0.02% | −0.01 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 0.32% | −0.00 |
| DIS The Walt Disney Co. | Reduce -28.7% | 0.02% | −0.00 |
| RVLV Revolve Group Inc. Class A | Reduce -98.2% | 0.00% | −0.00 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.00 |
| DKNG Draftkings Inc. Class A | Reduce -45.8% | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.00 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.00 |
| PROSHARES TR | Sold out | 0.00% | −0.00 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -25.0% | 0.00% | 0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -80.1% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Reduce -5.6% | 0.36% | +0.06 |
| SCHW Schwab (charles) Corp. | Reduce -0.6% | 1.96% | +0.20 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 2.52% | +0.26 |
| CRM Salesforce Inc. | Reduce -0.9% | 2.09% | +0.33 |
| AAPL Apple Inc. | Reduce -1.4% | 8.55% | +0.34 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 3.33% | +0.36 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 3.77% | +0.47 |
Portfolio Buys Q3 2024 → Q4 2024
| NFLX Netflix Inc. | Add +5.9% | 1.32% | +0.31 |
| V Visa Inc. Class A | Add +0.2% | 2.58% | +0.30 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 20.31% | +0.25 |
| NVDA Nvidia Corp. | Add +870.3% | 3.91% | +0.20 |
| BKNG Booking Holdings Inc. | Add +0.4% | 1.42% | +0.20 |
| FISV Fiserv Inc. | Add +0.5% | 1.70% | +0.19 |
| MA Mastercard Inc. Class A | Add +0.5% | 2.94% | +0.15 |
| BLK BlackRock Finance Inc. | Add +0.1% | 2.26% | +0.13 |
| VTWO Vanguard Russell 2000 ETF | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.08% | +0.08 |
| SPHY SS SPDR P High Yield ETF | Add +9964.4% | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +570.0% | 0.05% | +0.04 |
| KMX Carmax Inc. | Add +0.5% | 0.93% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.2% | 1.69% | +0.03 |
| BND Vanguard Total Bond Market | Add +13.5% | 0.44% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.02% | +0.02 |
| GRDN Guardian Phrmcy Services-A | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +55.3% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +18.0% | 0.04% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.25% | +0.01 |
| WING Wingstop Inc. | New | 0.01% | +0.01 |
| EME Emcor Group Inc. | New | 0.00% | +0.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.00% | +0.00 |
| PM Philip Morris International | Add +2.8% | 0.96% | +0.00 |
| SOFI Sofi Technologies Inc. | Add +7.9% | 0.00% | +0.00 |
| AXP American Express Co. | Add +909.1% | 0.01% | +0.00 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | Add +0.3% | 0.09% | +0.00 |
| IHG Intercontinental Hotels-ADR | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | New | 0.00% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.05% | +0.00 |
| OXY Occidental Petroleum Corp. | Add +10.5% | 0.01% | +0.00 |
| PFE Pfizer Inc. | Add +100.0% | 0.00% | +0.00 |
| TFC Truist Financial Corp. | Add +1.0% | 0.02% | +0.00 |
| UBER TECHNOLOGIES INC | New | 0.00% | +0.00 |
| QQQJ Invesco Nasdaq Next Gen 100 | Add +0.1% | 0.02% | 0.00 |
| MSOS Advisorshares Pure US Cann | Add +75.0% | 0.00% | −0.00 |
| MCD McDonald's Corp. | Add +2.6% | 0.00% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 0.00% | −0.00 |
| HOG Harley-Davidson Inc. | Add +0.8% | 0.00% | −0.00 |
| DUK Duke Energy Corp. | Add +1.0% | 0.03% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +906.0% | 0.32% | −0.00 |
| PG The Procter & Gamble Co. | Add +3.9% | 0.69% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Add +0.1% | 1.08% | −0.02 |
| OTIS Otis Worldwide Corp. | Add +1.9% | 0.65% | −0.08 |
| SBUX Starbucks Corp. | Add +0.9% | 1.10% | −0.09 |
| DHR Danaher Corp. | Add +3.4% | 0.51% | −0.10 |
| JNJ Johnson & Johnson | Add +1.3% | 0.91% | −0.11 |
| ADBE Adobe Inc. | Add +2.2% | 0.89% | −0.14 |
| GD General Dynamics Corp. | Add +0.5% | 1.06% | −0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 313 | $323.9M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q1 2026 | 276 | $286.3M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q4 2025 | 274 | $302.1M | VOO, AAPL, GOOGL, NVDA, MSFT |
| Q3 2025 | 252 | $295.0M | VOO, AAPL, NVDA, MSFT, GOOGL |
| Q2 2025 | 245 | $268.4M | VOO, AAPL, NVDA, MSFT, AMZN |
| Q1 2025 | 249 | $239.4M | VOO, AAPL, MSFT, AMZN, NVDA |
| Q4 2024 | 210 | $241.0M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q3 2024 | 209 | $236.9M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q2 2024 | 206 | $225.6M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q1 2024 | 207 | $217.3M | VOO, AAPL, MSFT, AMZN, NVDA |