Investment Research & Advisory Group, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 17, 2025
Value $
$268M
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 246 stock holdings with total value $268M as of Q2 2025. Top holdings included VOO, AAPL, NVDA, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 246 $268M +$19.3M -$11.3M +$8.01M VOO, AAPL, NVDA, MSFT, AMZN 13F-HR 7/17/2025, 11:36 AM
Q1 2025 250 $238M +$7.45M -$1.13M +$6.32M VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 4/21/2025, 03:09 PM
Q4 2024 211 $229M +$2.65M -$2.41M +$235K VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/21/2025, 03:08 PM
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 201 $215M +$16.2M -$14.6M +$1.6M VOO, AAPL, MSFT, AMZN, NVDA 13F-HR 4/17/2024, 02:44 PM
Q4 2023 214 $194M +$3.94M -$4.8M -$867K VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/18/2024, 11:18 AM
Q3 2023 211 $174M +$15.5M -$3.61M +$11.9M VOO, AAPL, MSFT, GOOGL, MA 13F-HR 10/19/2023, 02:52 PM
Q2 2023 215 $170M +$2.34M -$1.66M +$676K VOO, AAPL, MSFT, NVDA, AMZN 13F-HR 7/20/2023, 11:24 AM
Q1 2023 197 $154M +$12.7M -$14.9M -$2.14M VOO, AAPL, MSFT, MA, GOOGL 13F-HR 4/19/2023, 09:18 AM
Q4 2022 190 $150M +$13.4M -$4.53M +$8.92M VOO, AAPL, MSFT, MA, SCHW 13F-HR 1/31/2023, 09:47 AM
Q3 2022 168 $132M +$13.5M -$233K +$13.3M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/18/2022, 10:12 AM
Q2 2022 173 $136M +$13.8M -$4.09M +$9.7M VOO, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/19/2022, 10:23 AM
Q1 2022 183 $157M +$9.77M -$1.42M +$8.35M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 4/25/2022, 01:49 PM
Q4 2021 185 $162M +$5.36M -$2.75M +$2.61M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/19/2022, 08:16 AM
Q3 2021 143 $152M +$3.54M -$7.2M -$3.66M VOO, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/7/2021, 12:23 PM
Q2 2021 175 $151M +$5.19M -$2.21M +$2.97M VOO, AAPL, MSFT, AMZN, PYPL 13F-HR 7/29/2021, 08:23 AM
Q1 2021 138 $108M +$2.26M -$7.13M -$4.88M AAPL, MSFT, AMZN, PYPL, MA 13F-HR 4/29/2021, 12:54 PM
Q4 2020 142 $133M +$4.12M -$1.82M +$2.3M VOO, AAPL, AMZN, MSFT, PYPL 13F-HR 2/16/2021, 03:03 PM
Q3 2020 139 $117M +$8.47M -$2.94M +$5.53M VOO, AAPL, AMZN, MSFT, MA 13F-HR 10/29/2020, 11:08 AM
Q2 2020 140 $108M +$16.9M -$32M -$15.1M VOO, AAPL, MSFT, AMZN, MA 13F-HR 8/4/2020, 09:09 AM
Q1 2020 137 $102M +$20.2M -$2.86M +$17.3M VOO, BND, VXUS, AAPL, VB 13F-HR 4/30/2020, 09:50 AM
Q4 2019 180 $107M VOO, AAPL, MSFT, MA, V 13F-HR 2/14/2020, 07:42 AM