Investment Research & Advisory Group, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$222M
Signature - Title
Judith Jolley - Chief Compliance Officer
Location
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 207 $222M +$10.6M -$1.92M +$8.71M VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 7/30/2024, 09:14 AM
Q1 2024 207 $215M +$16.2M -$14.6M +$1.6M VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 4/17/2024, 02:44 PM
Q4 2023 222 $194M +$3.94M -$4.8M -$867K VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/18/2024, 11:18 AM
Q3 2023 217 $174M +$13.5M -$4.38M +$9.14M VOO, AAPL, MSFT, GOOGL, MA 13F-HR 10/19/2023, 02:52 PM
Q2 2023 223 $170M +$2.34M -$1.83M +$508K VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 7/20/2023, 11:24 AM
Q1 2023 201 $154M +$12.7M -$16M -$3.26M VOO, AAPL, MSFT, MA, GOOGL 13F-HR 4/19/2023, 09:18 AM
Q4 2022 194 $150M +$13.4M -$4.53M +$8.92M VOO, AAPL, MSFT, MA, SCHW 13F-HR 1/31/2023, 10:47 AM
Q3 2022 172 $132M +$13.5M -$5.78M +$7.75M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/18/2022, 10:12 AM
Q2 2022 174 $136M +$13.8M -$4.9M +$8.88M VOO, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/19/2022, 10:23 AM
Q1 2022 183 $157M +$9.77M -$4.54M +$5.23M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 4/25/2022, 01:49 PM
Q4 2021 188 $162M +$5.37M -$4.26M +$1.11M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/19/2022, 09:16 AM
Q3 2021 141 $150M +$3.53M -$7.2M -$3.67M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/7/2021, 12:23 PM
Q2 2021 174 $149M +$5.19M -$2.21M +$2.98M VOO, AAPL, MSFT, AMZN, PYPL 13F-HR 7/29/2021, 08:23 AM
Q1 2021 138 $108M +$2.38M -$7.13M -$4.75M AAPL, MSFT, AMZN, PYPL, MA 13F-HR 4/29/2021, 12:54 PM
Q4 2020 144 $133M +$3.8M -$3.54M +$260K VOO, AAPL, AMZN, MSFT, PYPL 13F-HR 2/16/2021, 04:03 PM
Q3 2020 141 $117M +$8.47M -$3.07M +$5.4M VOO, AAPL, AMZN, MSFT, MA 13F-HR 10/29/2020, 11:08 AM
Q2 2020 142 $108M +$16.9M -$32.4M -$15.5M VOO, AAPL, MSFT, AMZN, MA 13F-HR 8/4/2020, 09:09 AM
Q1 2020 141 $102M +$20.2M -$6.87M +$13.3M VOO, BND, VXUS, AAPL, VB 13F-HR 4/30/2020, 09:50 AM
Q4 2019 182 $107M $0 $0 VOO, AAPL, MSFT, MA, V 13F-HR 2/14/2020, 08:42 AM