0001802136-20-000003.txt : 20200804
0001802136-20-000003.hdr.sgml : 20200804
20200804090958
ACCESSION NUMBER: 0001802136-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200804
DATE AS OF CHANGE: 20200804
EFFECTIVENESS DATE: 20200804
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Investment Research & Advisory Group, Inc.
CENTRAL INDEX KEY: 0001802136
IRS NUMBER: 581989031
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20017
FILM NUMBER: 201071392
BUSINESS ADDRESS:
STREET 1: 1230 PEACHTREE STREET NE
STREET 2: SUITE 3800
CITY: ATLANTA
STATE: GA
ZIP: 30309
BUSINESS PHONE: 404-760-3730
MAIL ADDRESS:
STREET 1: 1230 PEACHTREE STREET NE
STREET 2: SUITE 3800
CITY: ATLANTA
STATE: GA
ZIP: 30309
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001802136
XXXXXXXX
06-30-2020
06-30-2020
Investment Research & Advisory Group, Inc.
1230 PEACHTREE STREET NE
SUITE 3800
ATLANTA
GA
30309
13F HOLDINGS REPORT
028-20017
N
Judith Jolley
Chief Compliance Officer
404-419-7198
Judith Jolley
Atlanta
GA
08-04-2020
0
151
111338
false
INFORMATION TABLE
2
iragroup13ffiling.20200630.xml
3M CO
COM
88579Y101
778
5025
SH
SOLE
0
0
5025
ABBOTT LABORATORIES
COM
002824100
80
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
117
1193
SH
SOLE
0
0
1193
ADOBE INC
COM
00724F101
1
2
SH
SOLE
0
0
2
AIR PROD & CHEMICALS
COM
009158106
44
185
SH
SOLE
0
0
185
ALIBABA GROUP HOLDING LTD
SPON ADR
01609W102
2167
10070
SH
SOLE
0
0
10070
ALPHABET INC.
CL A
02079K305
2781
1978
SH
SOLE
0
0
1978
ALPHABET INC.
CL C
02079K107
216
154
SH
SOLE
0
0
154
ALTRIA GROUP INC
COM
02209S103
47
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
5455
1986
SH
SOLE
0
0
1986
AMERICAN TOWER CORP
COM
03027X100
253
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
141
604
SH
SOLE
0
0
604
ANHEUSER BUSCH INBEV
SPON ADR
03524A108
7
140
SH
SOLE
0
0
140
APPLE INC
COM
037833100
8537
23535
SH
SOLE
0
0
23535
AT HOME GROUP INC
COM
04650Y100
98
15000
SH
SOLE
0
0
15000
BAIDU COM INC
SPON ADR
056752108
4
35
SH
SOLE
0
0
35
BANK OF AMERICA CORP
COM
060505104
59
2480
SH
SOLE
0
0
2480
BEACON ROOFING SUPPL
COM
073685109
183
6950
SH
SOLE
0
0
6950
BECTON DICKINSON&CO
COM
075887109
41
174
SH
SOLE
0
0
174
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1450
8165
SH
SOLE
0
0
8165
BLACKROCK INC
COM
09247X101
2532
4697
SH
SOLE
0
0
4697
BRISTOL-MYERS SQUIBB
COM
110122108
68
1170
SH
SOLE
0
0
1170
CANOPY GROWTH CORP
COM
138035100
1
51
SH
SOLE
0
0
51
CARMAX INC
COM
143130102
1167
13022
SH
SOLE
0
0
13022
CATERPILLAR INC DEL
COM
149123101
1
10
SH
SOLE
0
0
10
CERNER CORP
COM
156782104
1429
21011
SH
SOLE
0
0
21011
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
32
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
63
703
SH
SOLE
0
0
703
CHUBB LTD F
COM
H1467J104
1577
12530
SH
SOLE
0
0
12530
CIRRUS LOGIC INC
COM
172755100
18
300
SH
SOLE
0
0
300
CITIGROUP INC
COM NEW
172967424
28
550
SH
SOLE
0
0
550
COCA-COLA CO
COM
191216100
243
5507
SH
SOLE
0
0
5507
COLGATE-PALMOLIVE CO
COM
194162103
85
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
1838
47377
SH
SOLE
0
0
47377
CONOCOPHILLIPS
COM
20825C104
18
437
SH
SOLE
0
0
437
CORTEVA INC
COM
22052L104
7
263
SH
SOLE
0
0
263
DELTA AIR LINES INC DEL
COM NEW
247367702
619
21796
SH
SOLE
0
0
21796
DOMINION ENERGY INC
COM
25746U109
105
1301
SH
SOLE
0
0
1301
DUKE ENERGY CORP
COM NEW
26441C204
53
663
SH
SOLE
0
0
663
DUPONT DE NEMOURS INC
COM
26614N102
14
263
SH
SOLE
0
0
263
EDISON INTERNTNL
COM
281020107
52
967
SH
SOLE
0
0
967
EDWARDS LIFESCIENCES
COM
28176E108
41
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
6
100
SH
SOLE
0
0
100
ENSTAR GROUP LTD
SHS
G3075P101
77
500
SH
SOLE
0
0
500
ENTERPRISE PRODS PART LP
COM
293792107
2
98
SH
SOLE
0
0
98
ENVISTA HOLDINGS CORP
COM
29415F104
2
111
SH
SOLE
0
0
111
EXXON MOBIL CORP
COM
30231G102
6
136
SH
SOLE
0
0
136
FACEBOOK INC
CL A
30303M102
2153
9544
SH
SOLE
0
0
9544
FEDEX CORP
COM
31428X106
164
1171
SH
SOLE
0
0
1171
GENERAL DYNAMICS CO
COM
369550108
1517
10150
SH
SOLE
0
0
10150
GENERAL ELECTRIC CO
COM
369604103
308
44967
SH
SOLE
0
0
44967
GENERAL MILLS INC
COM
370334104
84
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
25
326
SH
SOLE
0
0
326
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
35
864
SH
SOLE
0
0
864
GMS INC
COM
36251C103
1001
41281
SH
SOLE
0
0
41281
GOLDMAN SACHS GROUP
COM
38141G104
18
89
SH
SOLE
0
0
89
HALLIBURTON CO HLDG
COM
406216101
3
220
SH
SOLE
0
0
220
HLTHCARE REALTY TR
COM
421946104
15
500
SH
SOLE
0
0
500
HOME DEPOT INC
COM
437076102
745
3005
SH
SOLE
0
0
3005
HONEYWELL INTL INC
COM
438516106
127
882
SH
SOLE
0
0
882
HORMEL FOODS CORP
COM
440452100
35
728
SH
SOLE
0
0
728
INDEPENDENCE REALTY REIT
COM
45378A106
229
20000
SH
SOLE
0
0
20000
INTEL CORP
COM
458140100
2071
34820
SH
SOLE
0
0
34820
INVESCO QQQ TRUST
UNIT SER 1
46090E103
250
1018
SH
SOLE
0
0
1018
IQVIA HOLDINGS INC
COM
46266C105
2222
15700
SH
SOLE
0
0
15700
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
28
415
SH
SOLE
0
0
415
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
109
354
SH
SOLE
0
0
354
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
186
1049
SH
SOLE
0
0
1049
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ETF
464287226
9
79
SH
SOLE
0
0
79
ISHARES GLOBAL ENERGY ETF
GLOBAL ENERGY ETF
464287341
0
9
SH
SOLE
0
0
9
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
4
64
SH
SOLE
0
0
64
ISHARES NASDAQ BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
87
642
SH
SOLE
0
0
642
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
279
1635
SH
SOLE
0
0
1635
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
22
115
SH
SOLE
0
0
115
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
76
681
SH
SOLE
0
0
681
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
24
118
SH
SOLE
0
0
118
ISHARES RUSSELL 2000 VALUE ETF
RUS 2000 VAL ETF
464287630
23
239
SH
SOLE
0
0
239
ISHARES S&P SMALL CAP 600 ETF
S&P 600 CAP ETF
464287879
78
647
SH
SOLE
0
0
647
ISHARES S&P SMLL CAP 600GRTH ETF
S&P 600GRTH ETF
464287887
106
626
SH
SOLE
0
0
626
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
80
1000
SH
SOLE
0
0
1000
JOHNSON & JOHNSON
COM
478160104
1980
14214
SH
SOLE
0
0
14214
JPMORGAN CHASE & CO
COM
46625h100
2116
22514
SH
SOLE
0
0
22514
KIMCO REALTY CORP REIT
COM
49446R109
11
840
SH
SOLE
0
0
840
LILLY ELI & CO
COM
532457108
389
2395
SH
SOLE
0
0
2395
LOWES COMPANIES INC
COM
548661107
152
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
2
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
361
10944
SH
SOLE
0
0
10944
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
21
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
4026
13673
SH
SOLE
0
0
13673
MC DONALDS CORP
COM
580135101
1492
8157
SH
SOLE
0
0
8157
MERCK & CO. INC.
COM
58933Y105
189
2462
SH
SOLE
0
0
2462
MICROSOFT CORP
COM
594918104
5491
27211
SH
SOLE
0
0
27211
MOHAWK INDUSTRIES
COM
608190104
27
269
SH
SOLE
0
0
269
MONDELEZ INTL
CL A
609207105
82
1607
SH
SOLE
0
0
1607
MR COOPER GROUP INC
COM
62482R107
0
1
SH
SOLE
0
0
1
NAVISTAR INTL CORP
COM
63934E108
0
5
SH
SOLE
0
0
5
NIKE INC
CL B
654106103
64
655
SH
SOLE
0
0
655
NOVARTIS AG
SPON ADR
66987V109
1498
17239
SH
SOLE
0
0
17239
NUVEEN MUNICIPAL VALUE C
COM
670928100
40
3955
SH
SOLE
0
0
3955
NVIDIA CORP
COM
67066G104
8
20
SH
SOLE
0
0
20
PALO ALTO NETWORKS
COM
697435105
123
544
SH
SOLE
0
0
544
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
3732
21551
SH
SOLE
0
0
21551
PELOTON INTERACTIVE INC
CL A
70614W100
43
739
SH
SOLE
0
0
739
PEPSICO INC
COM
713448108
13
101
SH
SOLE
0
0
101
PERFORMANCE FOOD GROUP CO
COM
71377A103
14
500
SH
SOLE
0
0
500
PFIZER INC
COM
717071104
1562
48209
SH
SOLE
0
0
48209
PHILIP MORRIS INTL
COM
718172109
1109
15939
SH
SOLE
0
0
15939
PHILLIPS 66
COM
718546104
44
611
SH
SOLE
0
0
611
PNC FINL SERVICES
COM
693475105
51
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
968
8181
SH
SOLE
0
0
8181
PROLOGIS INC.
COM
74340W103
45
488
SH
SOLE
0
0
488
REALTY INCM CORP
COM
756109104
81
1357
SH
SOLE
0
0
1357
REVOLVE GROUP INC
CL A
76156B107
0
5
SH
SOLE
0
0
5
SALESFORCE COM
COM
79466L302
2040
10947
SH
SOLE
0
0
10947
SCHWAB US LARGE CAP GROWTH ETF
US LCAP GR ETF
808524300
15
146
SH
SOLE
0
0
146
SCHWAB US LARGE CAP ETF
US LCAP ETF
808524201
20
277
SH
SOLE
0
0
277
SERVICE PPTYS TR REIT
COM SH BEN INT
81761L102
6
800
SH
SOLE
0
0
800
SOUTHERN CO
COM
842587107
11
205
SH
SOLE
0
0
205
SPDR S&P 500 ETF
SPDR S&P 500 ETF
78468R796
1704
5545
SH
SOLE
0
0
5545
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
111
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
274
847
SH
SOLE
0
0
847
SQUARE INC
CL A
852234103
42
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
1474
20187
SH
SOLE
0
0
20187
SYNOVUS FINL CO
COM
871607107
118
5717
SH
SOLE
0
0
5717
THE CHARLES SCHWAB CORP
COM
808513105
1639
48330
SH
SOLE
0
0
48330
TORONTO-DOMINION BK F
COM NEW
891160509
30
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
509
13601
SH
SOLE
0
0
13601
UBER TECHNOLOGIES INC
COM
90353T100
772
25050
SH
SOLE
0
0
25050
ULTA BEAUTY INC.
COM
903845303
20
100
SH
SOLE
0
0
100
UNILEVER N V
N Y SHS NEW
904784709
1144
21606
SH
SOLE
0
0
21606
UNILEVER PLC
SPON ADR NEW
904767704
76
1389
SH
SOLE
0
0
1389
UNITEDHEALTH GRP INC
COM
91324P102
1830
6271
SH
SOLE
0
0
6271
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
199
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
297
6265
SH
SOLE
0
0
6265
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
21666
76750
SH
SOLE
0
0
76750
VANGUARD S&P 500 GROWTH ETF
500 GRTH IDX ETF
921932505
12
63
SH
SOLE
0
0
63
VANGUARD SHORT-TERM BONDETF
SHORT TRM BOND ETF
921937827
68
823
SH
SOLE
0
0
823
VANGUARD SMALL CAP ETF IV
SMALL CP ETF
922908751
541
3714
SH
SOLE
0
0
3714
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
326
3691
SH
SOLE
0
0
3691
VANGUARD TOTAL INTERNATLBND ETF IV
INTL BD IDX ETF
92203J407
71
1235
SH
SOLE
0
0
1235
VANGUARD TOTAL INTERNTL STOCK ETF IV
TL INTL tl STK ETF
921909768
492
10028
SH
SOLE
0
0
10028
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
124
796
SH
SOLE
0
0
796
VENTAS INC REIT
COM
92276F100
14
383
SH
SOLE
0
0
383
VERIZON COMMUNICATN
COM
92343V104
15
273
SH
SOLE
0
0
273
VISA INC
CL A
92826C839
3652
19087
SH
SOLE
0
0
19087
WALGREENS BOOTS ALLIANCE
COM
931427108
0
1
SH
SOLE
0
0
1
DISNEY WALT CO
COM
254687106
1551
14034
SH
SOLE
0
0
14034
WELLS FARGO & CO
COM NEW
949746101
10
400
SH
SOLE
0
0
400
WORKDAY INC
CL A
98138H101
39
209
SH
SOLE
0
0
209
ZIMMER BIOMET HLDGS
COM
98956P102
36
300
SH
SOLE
0
0
300
ZYNGA INC
CLA
98986T108
0
3
SH
SOLE
0
0
3