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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $217.3M Q1 2024 Q2 2024: $225.6M Q2 2024 Q3 2024: $236.9M Q3 2024 Q4 2024: $241.0M $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 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
TFC Truist Financial Corp. 0.02% 1,311 $57K Add +1.0%
WDAY Workday Inc. Class A 0.02% 209 $54K No change
ORCL Oracle Corp. 0.02% 323 $54K No change
APD Air Products & Chemicals Inc. 0.02% 185 $54K No change
NOW ServiceNow Inc. 0.02% 49 $52K No change
BMY Bristol-Myers Squibb Co. 0.02% 900 $51K New
NKE Nike Inc. Class B 0.02% 655 $50K Reduce -14.3%
XLK SS Technology Select Sector 0.02% 212 $49K No change
PFGC Performance Food Group Co. 0.02% 500 $42K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 352 $39K Reduce -28.7%
AA Alcoa Corp. 0.02% 1,019 $38K No change
QQQJ Invesco Nasdaq Next Gen 100 0.02% 1,207 $37K Add +0.1%
TD Toronto-Dominion Bank 0.01% 667 $36K No change
AX Axos Financial Inc. 0.01% 504 $35K No change
ACN Accenture PLC Class A 0.01% 97 $34K No change
GRDN Guardian Phrmcy Services-A 0.01% 1,666 $34K New
DAL Delta Air Lines Inc. 0.01% 533 $32K No change
ATMU Atmus Filtration Technologie 0.01% 818 $32K No change
MHK Mohawk Industries Inc. 0.01% 269 $32K No change
BN Brookfield Asset Mgmt Reins 0.01% 565 $31K No change
MUSA Murphy USA Inc. 0.01% 61 $31K No change
CRUS Cirrus Logic Inc. 0.01% 300 $30K No change
AXP American Express Co. 0.01% 999 $29K Add +909.1%
ADSK Autodesk Inc. 0.01% 97 $29K No change
GILD Gilead Sciences Inc. 0.01% 300 $28K No change
O Realty Income Corp. 0.01% 500 $27K No change
GL Globe Life Inc. 0.01% 225 $25K No change
XLF SS Financial Select Sector 0.01% 492 $24K No change
GLW Corning Inc. 0.01% 500 $24K No change
SHOP Shopify Inc. Class A 0.01% 220 $23K No change
HRL Hormel Foods Corp. 0.01% 728 $23K No change
OXY Occidental Petroleum Corp. 0.01% 430 $21K Add +10.5%
XLY SS Consumer Disc Select Sect 0.01% 94 $21K No change
IT Gartner Inc. 0.01% 43 $21K No change
MCHI iShares MSCI China ETF 0.01% 439 $21K No change
XLV SS Health Care Select Sector 0.01% 142 $20K No change
ORLY O'reilly Automotive Inc. 0.01% 16 $19K No change
NUV Nuveen Municipal Value 0.01% 1,503 $19K Reduce -55.5%
CRH CRH PLC-Sponsored ADR 0.01% 200 $19K No change
CSCO Cisco Systems Inc. 0.01% 301 $18K No change
ZTS Zoetis Inc. 0.01% 108 $18K No change
MELI MercadoLibre Inc. 0.01% 10 $17K No change
GBTC Grayscale Bitcoin Trust ETF 0.01% 368 $15K Reduce -80.1%
GM General Motors Co. 0.01% 265 $14K No change
STT State Street Corp. 0.01% 142 $14K No change
PEP Pepsico Inc. 0.01% 88 $13K No change
CAT Caterpillar Inc. 0.01% 35 $13K No change
UPS United Parcel Service Class B 0.01% 100 $13K No change
SE Sea Ltd.-ADR 0.01% 116 $12K No change
CMG Chipotle Mexican Grill Inc. 0.01% 200 $12K No change
WING Wingstop Inc. 0.01% 42 $12K New
PRU Prudential Financial Inc. 0.00% 100 $12K No change
BKR Baker Hughes Co. 0.00% 287 $12K No change
MCD McDonald's Corp. 0.00% 39 $11K Add +2.6%
IDXX Idexx Laboratories Inc. 0.00% 27 $11K No change
TEAM Atlassian Corp. Ltd. Class A 0.00% 45 $11K No change
LULU Lululemon Athletica Inc. 0.00% 28 $11K No change
BSV Vanguard Short-Term Bond ETF 0.00% 134 $10K Reduce -86.5%
PYPL PayPal Holdings Inc. 0.00% 120 $10K No change
VEA Vanguard Ftse Developed ETF 0.00% 197 $9K Add +1.6%
EPI Wisdomtree India Earnings 0.00% 200 $9K No change
MDT Medtronic PLC 0.00% 109 $9K No change
XYZ Block Inc. 0.00% 98 $8K No change
DXCM Dexcom Inc. 0.00% 100 $8K No change
COP Conocophillips 0.00% 74 $7K No change
NOC Northrop Grumman Corp. 0.00% 16 $7K No change
CNYA iShares MSCI China A ETF 0.00% 258 $7K No change
DKNG Draftkings Inc. Class A 0.00% 188 $7K Reduce -45.8%
EME Emcor Group Inc. 0.00% 13 $6K New
SOFI Sofi Technologies Inc. 0.00% 367 $6K Add +7.9%
DD Dupont DE Nemours Inc. 0.00% 66 $5K No change
MTCH Match Group Inc. 0.00% 142 $5K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 400 $4K New
HOG Harley-Davidson Inc. 0.00% 135 $4K Add +0.8%
VTI VG Morningstar TS MKT ETF-US 0.00% 14 $4K No change
CSX CSX Corp. 0.00% 124 $4K No change
VZ Verizon Communications Inc. 0.00% 100 $4K No change
CTVA Corteva Inc. 0.00% 66 $4K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 14 $4K No change
VYM Vanguard High DVD Yield ETF 0.00% 26 $3K No change
EPD Enterprise Products Partners 0.00% 98 $3K No change
DOW Dow Inc. 0.00% 66 $3K No change
PTON Peloton Interactive Inc. Class A 0.00% 260 $2K No change
IHG Intercontinental Hotels-ADR 0.00% 14 $2K New
TSM Taiwan Semiconductor-SP ADR 0.00% 8 $2K No change
MMM 3M Co. 0.00% 12 $2K No change
XRX Xerox Holdings Corp. 0.00% 403 $1K No change
MSOS Advisorshares Pure US Cann 0.00% 350 $1K Add +75.0%
PFE Pfizer Inc. 0.00% 50 $1K Add +100.0%
MFA Mfa Financial Inc. 0.00% 118 $1K No change
WAB Wabtec Corp. 0.00% 6 $1K No change
DXJ Wisdomtree Japan Hedged Eq 0.00% 10 $1K No change
INDA iShares MSCI India ETF 0.00% 20 $1K No change
INTC Intel Corp. 0.00% 50 $1K No change
AMD Advanced Micro Devices 0.00% 8 $966 New
BNT Brookfield Wealth Solutions 0.00% 15 $862 No change
BBU Brookfield Business PT-Unit 0.00% 30 $703 No change
RBLX Roblox Corp. Class A 0.00% 50 $665 No change
UBER TECHNOLOGIES INC 0.00% 3 $594 New
SEDG Solaredge Technologies Inc. 0.00% 38 $517 No change
WOLF Wolfspeed Inc. 0.00% 66 $440 No change
BBUC Brookfield Business Class A 0.00% 15 $364 No change
VTRS Viatris Inc. 0.00% 20 $249 No change
AZN Astrazeneca PLC-Spons ADR 0.00% 3 $197 Reduce -25.0%
ONL Orion Properties Inc. filed as ORION OFFICE REIT INC 0.00% 50 $186 No change
RVLV Revolve Group Inc. Class A 0.00% 5 $167 Reduce -98.2%
ALLBIRDS INC-CL A 0.00% 15 $105 No change
COOP Mr Cooper Group Inc. 0.00% 1 $96 No change
CGC Canopy Growth Corp. 0.00% 5 $14 No change
WBA Walgreens Boots Alliance Inc. 0.00% 1 $9 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

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