0001802136-20-000004.txt : 20201029
0001802136-20-000004.hdr.sgml : 20201029
20201029110854
ACCESSION NUMBER: 0001802136-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201029
DATE AS OF CHANGE: 20201029
EFFECTIVENESS DATE: 20201029
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: 201271181
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
09-30-2020
09-30-2020
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
10-29-2020
0
151
120445
false
INFORMATION TABLE
2
iragroup13fhldgtable2020.09.xml
3M CO
COM
88579Y101
828
5172
SH
SOLE
0
0
5172
ABBOTT LABORATORIES
COM
002824100
97
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
104
1193
SH
SOLE
0
0
1193
ADOBE INC
COM
00724F101
1
2
SH
SOLE
0
0
2
AIR PROD & CHEMICALS
COM
009158106
55
185
SH
SOLE
0
0
185
ALIBABA GROUP HOLDING LTD
SPON ADR
01609W102
2891
9833
SH
SOLE
0
0
9833
ALPHABET INC.
CL A
02079K305
2854
1947
SH
SOLE
0
0
1947
ALPHABET INC.
CL C
02079K107
226
154
SH
SOLE
0
0
154
ALTRIA GROUP INC
COM
02209S103
46
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
5894
1872
SH
SOLE
0
0
1872
AMERN TOWER CORP
COM
03027X100
239
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
154
604
SH
SOLE
0
0
604
ANHEUSER BUSCH INBEV S
SPON ADR
03524A108
8
140
SH
SOLE
0
0
140
APPLE INC
COM
037833100
10468
90391
SH
SOLE
0
0
90391
BANK OF AMERICA CORP
COM
060505104
60
2480
SH
SOLE
0
0
2480
BEACON ROOFING SUPPL
COM
073685109
216
6950
SH
SOLE
0
0
6950
BECTON DICKINSON&CO
COM
075887109
40
174
SH
SOLE
0
0
174
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1681
7892
SH
SOLE
0
0
7892
BLACKROCK INC
COM
09247X101
2594
4602
SH
SOLE
0
0
4602
BRISTOL-MYERS SQUIBB
COM
110122108
71
1170
SH
SOLE
0
0
1170
CANOPY GROWTH CORP
COM
138035100
1
51
SH
SOLE
0
0
51
CARMAX INC
COM
143130102
1214
13212
SH
SOLE
0
0
13212
CATERPILLAR INC EDEL
COM
149123101
1
10
SH
SOLE
0
0
10
CERNER CORP
COM
156782104
1525
21094
SH
SOLE
0
0
21094
THE CHARLES SCHWAB CORP
COM
808513105
1779
49110
SH
SOLE
0
0
49110
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
36
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
51
703
SH
SOLE
0
0
703
CHUBB LTD F
COM
H1467J104
1408
12127
SH
SOLE
0
0
12127
CIRRUS LOGIC INC
COM
172755100
20
300
SH
SOLE
0
0
300
CITIGROUP INC
COM NEW
172967424
24
550
SH
SOLE
0
0
550
COLGATE-PALMOLIVE CO
COM
194162103
90
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
2193
47407
SH
SOLE
0
0
47407
CONOCOPHILLIPS
COM
20825C104
14
437
SH
SOLE
0
0
437
CORTEVA INC
COM
22052L104
8
263
SH
SOLE
0
0
263
DELTA AIR LINES INC DEL
COM NEW
247367702
513
16778
SH
SOLE
0
0
16778
DOMINION ENERGY INC
COM
25746U109
103
1301
SH
SOLE
0
0
1301
DUKE ENERGY CORP
COM NEW
26441C204
59
663
SH
SOLE
0
0
663
DUPONT DE NEMOURS INC
COM
26614N102
15
263
SH
SOLE
0
0
263
EDISON INTERNTNL
COM
281020107
49
967
SH
SOLE
0
0
967
EDWARDS LIFESCIENCES
COM
28176E108
48
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
7
100
SH
SOLE
0
0
100
ENSTAR GROUP LTD
SHS
G3075P101
81
500
SH
SOLE
0
0
500
ENTERPRISE PRODS PART LP
COM
293792107
2
98
SH
SOLE
0
0
98
ENVISTA HOLDINGS CORP
COM
29415F104
3
111
SH
SOLE
0
0
111
EXXON MOBIL CORP
COM
30231G102
5
136
SH
SOLE
0
0
136
FACEBOOK INC
CL A
30303M102
2405
9181
SH
SOLE
0
0
9181
FEDEX CORP
COM
31428X106
295
1171
SH
SOLE
0
0
1171
GENERAL DYNAMICS CO
COM
369550108
1331
9617
SH
SOLE
0
0
9617
GENERAL ELECTRIC CO
COM
369604103
275
44114
SH
SOLE
0
0
44114
GENERAL MILLS INC
COM
370334104
85
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
19
300
SH
SOLE
0
0
300
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
33
864
SH
SOLE
0
0
864
GMS INC
COM
36251C103
995
41281
SH
SOLE
0
0
41281
HALLIBURTON CO HLDG
COM
406216101
1
110
SH
SOLE
0
0
110
HLTHCARE REALTY TR
COM
421946104
15
500
SH
SOLE
0
0
500
HOME DEPOT INC
COM
437076102
835
3005
SH
SOLE
0
0
3005
HONEYWELL INTL INC
COM
438516106
145
882
SH
SOLE
0
0
882
HORMEL FOODS CORP
COM
440452100
36
728
SH
SOLE
0
0
728
INDEPENDENCE REALTY REIT
COM
45378A106
232
20000
SH
SOLE
0
0
20000
INTEL CORP
COM
458140100
1742
33646
SH
SOLE
0
0
33646
INVESCO QQQ TRUST
UNIT SER 1
46090E103
311
1118
SH
SOLE
0
0
1118
IQVIA HOLDINGS INC
COM
46266C105
2454
15567
SH
SOLE
0
0
15567
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
29
415
SH
SOLE
0
0
415
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
119
354
SH
SOLE
0
0
354
ISHARES CORE S&P MID-CAPETF
CORE S&P MCP ETF
464287507
194
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 GOLD TR ETF
GOLD ETF
464285105
1
55
SH
SOLE
0
0
55
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
4
64
SH
SOLE
0
0
64
ISHARES MSCI MIN VOLFCTR ETF
MSCI MIN VOL ETF
46429B697
81
1274
SH
SOLE
0
0
1274
ISHARES NASDAQ BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
87
642
SH
SOLE
0
0
642
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
306
1635
SH
SOLE
0
0
1635
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
25
115
SH
SOLE
0
0
115
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
80
681
SH
SOLE
0
0
681
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
26
118
SH
SOLE
0
0
118
ISHARES RUSSELL 2000 VALUE ETF
RUS 2000 VAL ETF
464287630
24
239
SH
SOLE
0
0
239
ISHARES S&P SMALL CAP 600 ETF
S&P 600 CAP ETF
464287879
79
647
SH
SOLE
0
0
647
ISHARES S&P SMLL CAP 600GRTH ETF
S&P 600GRTH ETF
464287887
110
626
SH
SOLE
0
0
626
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
82
1000
SH
SOLE
0
0
1000
JOHNSON & JOHNSON
COM
478160104
2103
14127
SH
SOLE
0
0
14127
JPMORGAN CHASE & CO
COM
46625h100
2141
22236
SH
SOLE
0
0
22236
KIMCO REALTY CORP REIT
COM
49446R109
9
840
SH
SOLE
0
0
840
LILLY ELI & CO
COM
532457108
355
2395
SH
SOLE
0
0
2395
LOWES COMPANIES INC
COM
548661107
188
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
2
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
238
8640
SH
SOLE
0
0
8640
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
17
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
4626
13679
SH
SOLE
0
0
13679
MC DONALDS CORP
COM
580135101
1734
7902
SH
SOLE
0
0
7902
MCKESSON CORP
COM
58155Q103
141
948
SH
SOLE
0
0
948
MERCK & CO. INC.
COM
58933Y105
204
2462
SH
SOLE
0
0
2462
MICROSOFT CORP
COM
594918104
5525
26266
SH
SOLE
0
0
26266
MOHAWK INDUSTRIES
COM
608190104
26
269
SH
SOLE
0
0
269
MONDELEZ INTL
CL A
609207105
92
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
82
655
SH
SOLE
0
0
655
NOVARTIS AG
SPON ADR
66987V109
1441
16570
SH
SOLE
0
0
16570
NUVEEN MUNICIPAL VALUE C
COM
670928100
42
3955
SH
SOLE
0
0
3955
PALO ALTO NETWORKS
COM
697435105
133
544
SH
SOLE
0
0
544
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
4225
21443
SH
SOLE
0
0
21443
PELOTON INTERACTIVE INC
CL A
70614W100
84
847
SH
SOLE
0
0
847
PEPSICO INC
COM
713448108
14
101
SH
SOLE
0
0
101
PERFORMANCE FOOD GROUP CO
COM
71377A103
17
500
SH
SOLE
0
0
500
PFIZER INC
COM
717071104
1822
49652
SH
SOLE
0
0
49652
PHILIP MORRIS INTL
COM
718172109
1241
16547
SH
SOLE
0
0
16547
PHILLIPS 66
COM
718546104
32
611
SH
SOLE
0
0
611
PIMCO ENHANCED SHRT MATURTY ACTV ETF
ETF
72201R833
265
2600
SH
SOLE
0
0
2600
PNC FINL SERVICES
COM
693475105
54
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
1171
8422
SH
SOLE
0
0
8422
PROLOGIS INC.
COM
74340W103
49
488
SH
SOLE
0
0
488
REALTY INCM CORP
COM
756109104
82
1357
SH
SOLE
0
0
1357
REVOLVE GROUP INC
CL A
76156B107
0
5
SH
SOLE
0
0
5
ROYAL CARIBBEAN GROUP F
COM
V7780T103
3
40
SH
SOLE
0
0
40
SALESFORCE COM
COM
79466L302
2708
10775
SH
SOLE
0
0
10775
SCHWAB US LARGE CAP GROWTH ETF
US LCAP GR ETF
808524300
17
146
SH
SOLE
0
0
146
SCHWAB US LARGE CAP ETF
US LCAP ETF
808524201
22
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
1753
5236
SH
SOLE
0
0
5236
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
113
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
287
847
SH
SOLE
0
0
847
SQUARE INC
CL A
852234103
65
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
1777
20677
SH
SOLE
0
0
20677
SYNOVUS FINL CO
COM
871607107
121
5717
SH
SOLE
0
0
5717
COCA-COLA CO
COM
191216100
272
5507
SH
SOLE
0
0
5507
TORONTO-DOMINION BK F
COM NEW
891160509
31
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
518
13601
SH
SOLE
0
0
13601
UBER TECHNOLOGIES INC
COM
90353T100
878
24079
SH
SOLE
0
0
24079
ULTA BEAUTY INC.
COM
903845303
22
100
SH
SOLE
0
0
100
UNILEVER N V
N Y SHS NEW
904784709
1290
21356
SH
SOLE
0
0
21356
UNILEVER PLC
SPON ADR NEW
904767704
86
1389
SH
SOLE
0
0
1389
UNITEDHEALTH GRP INC
COM
91324P102
1894
6074
SH
SOLE
0
0
6074
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
160
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
316
6265
SH
SOLE
0
0
6265
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
22493
73114
SH
SOLE
0
0
73114
VANGUARD S&P 500 GROWTH ETF
500 GRTH IDX ETF
921932505
13
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
SMALL CP ETF
922908751
522
3396
SH
SOLE
0
0
3396
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
327
3703
SH
SOLE
0
0
3703
VANGUARD TOTAL INTERNATLBND ETF
INTL BD IDX ETF
92203J407
72
1235
SH
SOLE
0
0
1235
VANGUARD TOTAL INTERNTL STOCK ETF
TL INTL tl STK ETF
921909768
480
9197
SH
SOLE
0
0
9197
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
136
796
SH
SOLE
0
0
796
VENTAS INC REIT
COM
92276F100
16
383
SH
SOLE
0
0
383
VERIZON COMMUNICATN
COM
92343V104
10
173
SH
SOLE
0
0
173
VISA INC
CL A
92826C839
3749
18745
SH
SOLE
0
0
18745
WALGREENS BOOTS ALLIANCE
COM
931427108
0
1
SH
SOLE
0
0
1
DISNEY WALT CO
COM
254687106
1718
13846
SH
SOLE
0
0
13846
WELLS FARGO & CO
COM NEW
949746101
9
400
SH
SOLE
0
0
400
WORKDAY INC
CL A
98138H101
45
209
SH
SOLE
0
0
209
ZIMMER BIOMET HLDGS
COM
98956P102
41
300
SH
SOLE
0
0
300
ZYNGA INC
CLA
98986T108
0
3
SH
SOLE
0
0
3