Investment Research & Advisory Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$235M
Signature - Title
Judith Jolley - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Investment Research & Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Research & Advisory Group, Inc. reported 210 stock holdings with total value $235M as of Q3 2024. Top holdings included VOO, AAPL, MSFT, NVDA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 210 $235M +$8.6M -$8.15M +$446K VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 10/23/2024, 09:14 AM
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 209 $215M +$16.2M -$14.6M +$1.6M VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 4/17/2024, 02:44 PM
Q4 2023 223 $194M +$3.94M -$4.8M -$868K 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 -$4.57M +$8.87M VOO, AAPL, MSFT, MA, SCHW 13F-HR 1/31/2023, 10:47 AM
Q3 2022 172 $132M +$13.5M -$5.78M +$7.76M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/18/2022, 10:12 AM
Q2 2022 177 $136M +$13.8M -$4.9M +$8.88M VOO, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/19/2022, 10:23 AM
Q1 2022 186 $157M +$9.77M -$4.54M +$5.22M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 4/25/2022, 01:49 PM
Q4 2021 191 $162M +$5.37M -$4.26M +$1.11M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/19/2022, 09:16 AM
Q3 2021 144 $152M +$3.54M -$7.2M -$3.66M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/7/2021, 12:23 PM
Q2 2021 176 $149M +$5.19M -$2.21M +$2.97M VOO, AAPL, MSFT, AMZN, PYPL 13F-HR 7/29/2021, 08:23 AM
Q1 2021 141 $108M +$2.26M -$7.13M -$4.88M AAPL, MSFT, AMZN, PYPL, MA 13F-HR 4/29/2021, 12:54 PM
Q4 2020 148 $133M +$4.11M -$3.54M +$572K VOO, AAPL, AMZN, MSFT, PYPL 13F-HR 2/16/2021, 04:03 PM
Q3 2020 146 $119M +$8.47M -$3.07M +$5.4M VOO, AAPL, AMZN, MSFT, MA 13F-HR 10/29/2020, 11:08 AM
Q2 2020 145 $108M +$16.9M -$32.4M -$15.5M VOO, AAPL, MSFT, AMZN, MA 13F-HR 8/4/2020, 09:09 AM
Q1 2020 146 $102M +$20.2M -$6.87M +$13.3M VOO, BND, VXUS, AAPL, VB 13F-HR 4/30/2020, 09:50 AM
Q4 2019 187 $107M $0 $0 VOO, AAPL, MSFT, MA, V 13F-HR 2/14/2020, 08:42 AM