0001802136-21-000001.txt : 20210216
0001802136-21-000001.hdr.sgml : 20210216
20210216160350
ACCESSION NUMBER: 0001802136-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
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: 21637950
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
12-31-2020
12-31-2020
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
02-16-2021
0
148
134740
false
INFORMATION TABLE
2
iragroup13fhldgtable2020.12.xml
3M CO
COM
88579Y101
949
5427
SH
SOLE
0
0
5427
ABBOTT LABORATORIES
COM
002824100
97
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
128
1193
SH
SOLE
0
0
1193
ADOBE INC
COM
00724F101
1
2
SH
SOLE
0
0
2
AIR PROD & CHEMICALS
COM
009158106
51
185
SH
SOLE
0
0
185
ALIBABA GROUP HOLDING LTD
SPON ADR
01609W102
2337
10042
SH
SOLE
0
0
10042
ALPHABET INC.
CL A
02079K305
3465
1977
SH
SOLE
0
0
1977
ALPHABET INC.
CL C
02079K107
270
154
SH
SOLE
0
0
154
ALTRIA GROUP INC
COM
02209S103
49
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
6113
1877
SH
SOLE
0
0
1877
AMERN TOWER CORP
COM
03027X100
222
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
139
604
SH
SOLE
0
0
604
APPLE INC
COM
037833100
12005
90470
SH
SOLE
0
0
90470
BANK OF AMERICA CORP
COM
060505104
75
2480
SH
SOLE
0
0
2480
BEACON ROOFING SUPPL
COM
073685109
279
6950
SH
SOLE
0
0
6950
BECTON DICKINSON&CO
COM
075887109
44
174
SH
SOLE
0
0
174
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1894
8169
SH
SOLE
0
0
8169
BLACKROCK INC
COM
09247X101
3379
4683
SH
SOLE
0
0
4683
BRISTOL-MYERS SQUIBB
COM
110122108
73
1170
SH
SOLE
0
0
1170
CANOPY GROWTH CORP
COM
138035100
1
51
SH
SOLE
0
0
51
CARMAX INC
COM
143130102
1286
13614
SH
SOLE
0
0
13614
CATERPILLAR INC EDEL
COM
149123101
2
10
SH
SOLE
0
0
10
CERNER CORP
COM
156782104
1710
21787
SH
SOLE
0
0
21787
THE CHARLES SCHWAB CORP
COM
808513105
2653
50022
SH
SOLE
0
0
50022
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
40
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
59
703
SH
SOLE
0
0
703
CHUBB LTD F
COM
H1467J104
1939
12598
SH
SOLE
0
0
12598
CIRRUS LOGIC INC
COM
172755100
25
300
SH
SOLE
0
0
300
CITIGROUP INC
COM NEW
172967424
34
550
SH
SOLE
0
0
550
COLGATE-PALMOLIVE CO
COM
194162103
100
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
2608
49767
SH
SOLE
0
0
49767
CONOCOPHILLIPS
COM
20825C104
17
437
SH
SOLE
0
0
437
CORTEVA INC
COM
22052L104
10
263
SH
SOLE
0
0
263
DELTA AIR LINES INC DEL
COM NEW
247367702
736
18313
SH
SOLE
0
0
18313
DOMINION ENERGY INC
COM
25746U109
88
1165
SH
SOLE
0
0
1165
DUKE ENERGY CORP
COM NEW
26441C204
50
550
SH
SOLE
0
0
550
DUPONT DE NEMOURS INC
COM
26614N102
19
263
SH
SOLE
0
0
263
EDISON INTERNTNL
COM
281020107
61
967
SH
SOLE
0
0
967
EDWARDS LIFESCIENCES
COM
28176E108
55
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
8
100
SH
SOLE
0
0
100
ENSTAR GROUP LTD
SHS
G3075P101
92
450
SH
SOLE
0
0
450
ENTERPRISE PRODS PART LP
COM
293792107
2
98
SH
SOLE
0
0
98
ENVISTA HOLDINGS CORP
COM
29415F104
4
111
SH
SOLE
0
0
111
FACEBOOK INC
CL A
30303M102
2546
9322
SH
SOLE
0
0
9322
FEDEX CORP
COM
31428X106
304
1171
SH
SOLE
0
0
1171
GENERAL DYNAMICS CO
COM
369550108
1479
9940
SH
SOLE
0
0
9940
GENERAL ELECTRIC CO
COM
369604103
560
51859
SH
SOLE
0
0
51859
GENERAL MILLS INC
COM
370334104
81
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
17
300
SH
SOLE
0
0
300
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
22
600
SH
SOLE
0
0
600
GMS INC
COM
36251C103
1258
41281
SH
SOLE
0
0
41281
HALLIBURTON CO HLDG
COM
406216101
2
110
SH
SOLE
0
0
110
HLTHCARE REALTY TR
COM
421946104
15
500
SH
SOLE
0
0
500
HOME DEPOT INC
COM
437076102
798
3005
SH
SOLE
0
0
3005
HONEYWELL INTL INC
COM
438516106
188
882
SH
SOLE
0
0
882
HORMEL FOODS CORP
COM
440452100
34
728
SH
SOLE
0
0
728
INTEL CORP
COM
458140100
1598
32073
SH
SOLE
0
0
32073
INVESCO QQQ TRUST
UNIT SER 1
46090E103
351
1118
SH
SOLE
0
0
1118
IQVIA HOLDINGS INC
COM
46266C105
2822
15753
SH
SOLE
0
0
15753
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
133
354
SH
SOLE
0
0
354
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
241
1049
SH
SOLE
0
0
1049
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
151
1643
SH
SOLE
0
0
1643
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ETF
464287226
9
79
SH
SOLE
0
0
79
ISHARES INC CORE MSCI EMKT
CORE MSCI EMKT
46434G103
4
70
SH
SOLE
0
0
70
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
46432F842
3
50
SH
SOLE
0
0
50
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
5
64
SH
SOLE
0
0
64
ISHARES MSCI EMG MKT ETF
MSCI EMG MKT ETF
464287234
3
51
SH
SOLE
0
0
51
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
46432F339
3
23
SH
SOLE
0
0
23
ISHARES MSCI MIN VOLFCTR ETF
MSCI MIN VOL ETF
46429B697
86
1274
SH
SOLE
0
0
1274
ISHARES NASDAQ BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
97
642
SH
SOLE
0
0
642
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
346
1635
SH
SOLE
0
0
1635
ISHARES RUS MD CP GR ETF
RUS MD CP GR ETF
464287481
15
146
SH
SOLE
0
0
146
ISHARES TR ISHS 5-10YR INVT
ISHS 5-10YR INVT
464288638
6
90
SH
SOLE
0
0
90
ISHARES S&P SMALL CAP 600 ETF
S&P 600 CAP ETF
464287879
105
1294
SH
SOLE
0
0
1294
ISHARES S&P SMLL CAP 600GRTH ETF
S&P 600GRTH ETF
464287887
148
1300
SH
SOLE
0
0
1300
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
96
1000
SH
SOLE
0
0
1000
JOHNSON & JOHNSON
COM
478160104
2257
14346
SH
SOLE
0
0
14346
JPMORGAN CHASE & CO
COM
46625h100
2892
22757
SH
SOLE
0
0
22757
KLX ENERGY SERVICES HOLDINGS INC
COM NEW
48253L205
13
2028
SH
SOLE
0
0
2028
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
35
170
SH
SOLE
0
0
170
LILLY ELI & CO
COM
532457108
404
2395
SH
SOLE
0
0
2395
LOWES COMPANIES INC
COM
548661107
182
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
2
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
467
9503
SH
SOLE
0
0
9503
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
21
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
4900
13727
SH
SOLE
0
0
13727
MC DONALDS CORP
COM
580135101
1785
8318
SH
SOLE
0
0
8318
MCKESSON CORP
COM
58155Q103
165
948
SH
SOLE
0
0
948
MERCK & CO. INC.
COM
58933Y105
201
2462
SH
SOLE
0
0
2462
MICROSOFT CORP
COM
594918104
5915
26593
SH
SOLE
0
0
26593
MOHAWK INDUSTRIES
COM
608190104
38
269
SH
SOLE
0
0
269
MONDELEZ INTL
CL A
609207105
94
1607
SH
SOLE
0
0
1607
NIKE INC
CL B
654106103
93
655
SH
SOLE
0
0
655
NOVARTIS AG
SPON ADR
66987V109
1613
17079
SH
SOLE
0
0
17079
NUVEEN MUNICIPAL VALUE C
COM
670928100
44
3955
SH
SOLE
0
0
3955
PALO ALTO NETWORKS
COM
697435105
193
544
SH
SOLE
0
0
544
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
5027
21465
SH
SOLE
0
0
21465
PELOTON INTERACTIVE INC
CL A
70614W100
138
909
SH
SOLE
0
0
909
PENN NATL GAMING INC
COM
707569109
2
19
SH
SOLE
0
0
19
PEPSICO INC
COM
713448108
1
10
SH
SOLE
0
0
10
PERFORMANCE FOOD GROUP CO
COM
71377A103
24
500
SH
SOLE
0
0
500
PFIZER INC
COM
717071104
2146
58304
SH
SOLE
0
0
58304
PHILIP MORRIS INTL
COM
718172109
1552
18746
SH
SOLE
0
0
18746
PHILLIPS 66
COM
718546104
43
611
SH
SOLE
0
0
611
PIMCO ENHANCED SHRT MATURTY ACTV ETF
ETF
72201R833
168
1649
SH
SOLE
0
0
1649
PNC FINL SERVICES
COM
693475105
73
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
1211
8701
SH
SOLE
0
0
8701
PROLOGIS INC.
COM
74340W103
49
488
SH
SOLE
0
0
488
REALTY INCM CORP
COM
756109104
84
1357
SH
SOLE
0
0
1357
SALESFORCE COM
COM
79466L302
2463
11070
SH
SOLE
0
0
11070
SCHWAB US LARGE CAP GROWTH ETF
US LCAP GR ETF
808524300
19
146
SH
SOLE
0
0
146
SCHWAB US LARGE CAP ETF
US LCAP ETF
808524201
25
277
SH
SOLE
0
0
277
SCHWAB US TIPS ETF
US TIPS ETF
808524870
1
10
SH
SOLE
0
0
10
SERVICE PPTYS TR REIT
COM SH BEN INT
81761L102
9
800
SH
SOLE
0
0
800
SPDR S&P 500 ETF
SPDR S&P 500 ETF
78468R796
1671
4470
SH
SOLE
0
0
4470
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
130
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
356
847
SH
SOLE
0
0
847
SQUARE INC
CL A
852234103
87
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
2354
22004
SH
SOLE
0
0
22004
SYNOVUS FINL CO
COM
871607107
185
5717
SH
SOLE
0
0
5717
COCA-COLA CO
COM
191216100
303
5527
SH
SOLE
0
0
5527
TORONTO-DOMINION BK F
COM NEW
891160509
38
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
201
4195
SH
SOLE
0
0
4195
UBER TECHNOLOGIES INC
COM
90353T100
1256
24624
SH
SOLE
0
0
24624
ULTA BEAUTY INC.
COM
903845303
29
100
SH
SOLE
0
0
100
UNILEVER PLC
SPON ADR NEW
904767704
1389
23016
SH
SOLE
0
0
23016
UNITEDHEALTH GRP INC
COM
91324P102
2170
6189
SH
SOLE
0
0
6189
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
206
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
366
6265
SH
SOLE
0
0
6265
VANGUARD TAX-MANAGED INTL FD
FTSE DEVMKT ETF
921943858
8
173
SH
SOLE
0
0
173
VANGUARD INDEX FDS GROWTH ETF
GROWTH ETF
922908736
75
295
SH
SOLE
0
0
295
VANGUARD INDEX FDS LARGE CAP ETF
LARGE CAP ETF
922908637
53
300
SH
SOLE
0
0
300
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
23978
69765
SH
SOLE
0
0
69765
VANGUARD S&P 500 GROWTH ETF
500 GRTH IDX ETF
921932505
15
63
SH
SOLE
0
0
63
VANGUARD SHORT-TERM BONDETF
SHORT TRM BOND ETF
921937827
82
991
SH
SOLE
0
0
991
VANGUARD SMALL CAP ETF
SMALL CP ETF
922908751
721
3704
SH
SOLE
0
0
3704
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
630
10471
SH
SOLE
0
0
10471
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
329
3727
SH
SOLE
0
0
3727
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
155
796
SH
SOLE
0
0
796
VANGUARD INDEX FDS VALUE ETF
VALUE ETF
922908744
22
185
SH
SOLE
0
0
185
VENTAS INC REIT
COM
92276F100
19
383
SH
SOLE
0
0
383
VISA INC
CL A
92826C839
4112
18800
SH
SOLE
0
0
18800
DISNEY WALT CO
COM
254687106
2572
14195
SH
SOLE
0
0
14195
WELLS FARGO & CO
COM NEW
949746101
12
400
SH
SOLE
0
0
400
WORKDAY INC
CL A
98138H101
50
209
SH
SOLE
0
0
209
XERIS PHARMACEUTICALS INC
COM
98422L107
4
803
SH
SOLE
0
0
803
ZIMMER BIOMET HLDGS
COM
98956P102
46
300
SH
SOLE
0
0
300