Chief Compliance Officer

0001802136-20-000001.txt : 20200214 0001802136-20-000001.hdr.sgml : 20200214 20200214084232 ACCESSION NUMBER: 0001802136-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20614218 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 true 0001802136 XXXXXXXX 12-31-2019 12-31-2019 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 02-14-2020 0 189 108155 false INFORMATION TABLE 2 iragroup13fhldgtable2019.12.xml 3M CO COM 88579Y101 109 616 SH SOLE 0 0 616 ABBOTT LABORATORIES COM 002824100 77 888 SH SOLE 0 0 888 ABBVIE INC COM 00287Y109 61 693 SH SOLE 0 0 693 ACCENTURE PLC CL A G1151C101 73 348 SH SOLE 0 0 348 AIR PROD & CHEMICALS COM 009158106 101 429 SH SOLE 0 0 429 ALARM COM HLDGS INC COM 011642105 8 195 SH SOLE 0 0 195 ALIBABA GROUP HOLDING LTD SPON ADR 01609W102 1765 8322 SH SOLE 0 0 8322 ALPHABET INC. CL C 02079K107 206 154 SH SOLE 0 0 154 ALPHABET INC. CL A 02079K305 2519 1881 SH SOLE 0 0 1881 ALTRIA GROUP INC COM 02209S103 73 1467 SH SOLE 0 0 1467 AMAZON.COM INC COM 023135106 3653 1977 SH SOLE 0 0 1977 AMERICAN TOWER CORP COM 03027X100 227 988 SH SOLE 0 0 988 AMGEN INC. COM 031162100 146 604 SH SOLE 0 0 604 AMN HEALTHCARE SRVCS COM 001744101 10 168 SH SOLE 0 0 168 ANHEUSER BUSCH INBEV SPON ADR 03524A108 11 140 SH SOLE 0 0 140 APPLE INC COM 037833100 7248 24683 SH SOLE 0 0 24683 AT HOME GROUP INC COM 04650Y100 28 5000 SH SOLE 0 0 5000 AUTO DATA PROCESSING COM 053015103 96 561 SH SOLE 0 0 561 BAIDU COM INC SPON ADR 056752108 13 104 SH SOLE 0 0 104 BANK AMERICA CORP COM 060505104 211 6003 SH SOLE 0 0 6003 BANK OF NY MELLON CO COM 064058100 8 160 SH SOLE 0 0 160 BARNES GROUP INC COM 067806109 8 129 SH SOLE 0 0 129 BECTON DICKINSON&CO COM 075887109 47 174 SH SOLE 0 0 174 BERKSHIRE HATHAWAY CL B NEW 084670702 1832 8087 SH SOLE 0 0 8087 BLACKROCK INC COM 09247X101 2096 4169 SH SOLE 0 0 4169 BOOKING HOLDINGS INC COM 09857L108 2481 1208 SH SOLE 0 0 1208 BRISTOL-MYERS SQUIBB COM 110122108 75 1170 SH SOLE 0 0 1170 CANOPY GROWTH CORP COM 138035100 1 51 SH SOLE 0 0 51 CARMAX INC COM 143130102 351 4008 SH SOLE 0 0 4008 CARTERS INC COM 146229109 9 85 SH SOLE 0 0 85 CATERPILLAR INC DEL COM 149123101 1 10 SH SOLE 0 0 10 CERNER CORP COM 156782104 961 13096 SH SOLE 0 0 13096 CHECK POINT SOFTWARE TECH LT ORD M22465104 33 300 SH SOLE 0 0 300 CHEVRON CORP COM 166764100 85 703 SH SOLE 0 0 703 CHUBB LTD COM H1467J104 1196 7683 SH SOLE 0 0 7683 CIRRUS LOGIC INC COM 172755100 25 300 SH SOLE 0 0 300 CITIGROUP INC COM NEW 172967424 44 550 SH SOLE 0 0 550 CLOROX CO DEL COM 189054109 63 409 SH SOLE 0 0 409 COCA-COLA CO COM 191216100 267 4816 SH SOLE 0 0 4816 COLGATE-PALMOLIVE CO COM 194162103 81 1171 SH SOLE 0 0 1171 COMCAST CORP CL A 20030N101 1187 26385 SH SOLE 0 0 26385 COMMUNITY BANK SYS COM 203607106 11 150 SH SOLE 0 0 150 CONOCOPHILLIPS COM 20825C104 28 437 SH SOLE 0 0 437 CORTEVA INC COM 22052L104 8 263 SH SOLE 0 0 263 COSTCO WHOLESALE CORP NEW COM 22160K105 74 251 SH SOLE 0 0 251 CYBERARK SOFTWRE LTD SHS M2682V108 12 103 SH SOLE 0 0 103 CYRUSONE LLC COM 23283R100 12 188 SH SOLE 0 0 188 DANAHER CORP COM 235851102 40 258 SH SOLE 0 0 258 DARDEN RESTAURANTS INC COM 237194105 2 15 SH SOLE 0 0 15 DELEK US HOLDINGS INC NEW COM 24664A103 6 192 SH SOLE 0 0 192 DISNEY WALT CO COM 254687106 1129 7808 SH SOLE 0 0 7808 DOMINION ENERGY INC COM 25746U109 83 1001 SH SOLE 0 0 1001 DUKE ENERGY CORP NEW COM NEW 26441C204 83 910 SH SOLE 0 0 910 DUPONT DE NEMOURS INC COM 26614N102 17 263 SH SOLE 0 0 263 EDISON INTERNTNL COM 281020107 73 967 SH SOLE 0 0 967 EDWARDS LIFESCIENCES COM 28176E108 47 200 SH SOLE 0 0 200 EMCOR GROUP INC COM 29084Q100 11 130 SH SOLE 0 0 130 EMERSON ELECTRIC CO COM 291011104 8 100 SH SOLE 0 0 100 ENCOMPASS HEALTH CORP COM 29261A100 11 155 SH SOLE 0 0 155 ENSTAR GROUP LTD SHS G3075P101 103 500 SH SOLE 0 0 500 ENTERPRISE PRODS PART LP COM 293792107 3 98 SH SOLE 0 0 98 ENVESTNET INC COM 29404K106 14 202 SH SOLE 0 0 202 ENVISTA HOLDINGS CORP COM 29415F104 3 111 SH SOLE 0 0 111 EXXON MOBIL CORP COM 30231G102 37 536 SH SOLE 0 0 536 F5 NETWORKS INC COM 315616102 28 200 SH SOLE 0 0 200 FABRINET SHS G3323L100 11 165 SH SOLE 0 0 165 FACEBOOK INC CL A 30303M102 1550 7551 SH SOLE 0 0 7551 FAIR ISAAC CORP COM 303250104 21 55 SH SOLE 0 0 55 FEDEX CORP COM 31428X106 177 1171 SH SOLE 0 0 1171 FIRST CITIZENS BANCSHARES INC CL A 31946M103 11 21 SH SOLE 0 0 21 FLOOR & DECOR HOLDINGS I CL A 339750101 8 166 SH SOLE 0 0 166 FOX FACTORY HOLDING COM 35138V102 10 150 SH SOLE 0 0 150 GENERAL DYNAMICS CO COM 369550108 971 5504 SH SOLE 0 0 5504 GENERAL ELECTRIC CO COM 369604103 499 44757 SH SOLE 0 0 44757 GENERAL MILLS INC COM 370334104 73 1370 SH SOLE 0 0 1370 GILEAD SCIENCES INC COM 375558103 21 326 SH SOLE 0 0 326 GLAXOSMITHKLINE PLC SPON ADR 37733W105 12 264 SH SOLE 0 0 264 GMS INC COM 36251C103 1118 41281 SH SOLE 0 0 41281 HALLIBURTON CO COM 406216101 5 220 SH SOLE 0 0 220 HLTHCARE REALTY TR COM 421946104 17 500 SH SOLE 0 0 500 HOME DEPOT INC COM 437076102 673 3082 SH SOLE 0 0 3082 HONEYWELL INTL INC COM 438516106 156 882 SH SOLE 0 0 882 HORMEL FOODS CORP COM 440452100 33 728 SH SOLE 0 0 728 INDEPENDENCE REALTY COM 45378A106 141 10000 SH SOLE 0 0 10000 INSTALLED BLDG PRODS COM 45780R101 13 189 SH SOLE 0 0 189 INTEL CORP COM 458140100 1842 30785 SH SOLE 0 0 30785 INVESCO QQQ TRUST UNIT SER 1 46090E103 216 1018 SH SOLE 0 0 1018 IQVIA HOLDINGS INC COM 46266C105 2261 14632 SH SOLE 0 0 14632 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 114 354 SH SOLE 0 0 354 ISHARES CORE S&P MID CAP ETF CORE S&P MCP ETF 464287507 216 1049 SH SOLE 0 0 1049 ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804 35 415 SH SOLE 0 0 415 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ETF 464287226 9 79 SH SOLE 0 0 79 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 4 64 SH SOLE 0 0 64 ISHARES NASDAQ BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556 77 642 SH SOLE 0 0 642 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 292 1635 SH SOLE 0 0 1635 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 20 115 SH SOLE 0 0 115 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 102 747 SH SOLE 0 0 747 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 25 118 SH SOLE 0 0 118 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 31 239 SH SOLE 0 0 239 ISHARES S&P SMALL CAP 600 ETF SP SMCP600VL ETF 464287879 104 647 SH SOLE 0 0 647 ISHARES S&P SMLL CAP 600GRTH ETF S&P SML 600 GWT ETF 464287887 121 626 SH SOLE 0 0 626 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 106 1000 SH SOLE 0 0 1000 J P MORGAN CHASE & CO COM 46625h100 2737 19631 SH SOLE 0 0 19631 JOHNSON & JOHNSON COM 478160104 1769 12126 SH SOLE 0 0 12126 KIMCO REALTY CORP COM 49446R109 17 840 SH SOLE 0 0 840 LABORATORY CORP OF AMER HLDG COM NEW 50540R409 32 191 SH SOLE 0 0 191 LILLY ELI & CO COM 532457108 315 2395 SH SOLE 0 0 2395 LOWES COMPANIES INC COM 548661107 136 1132 SH SOLE 0 0 1132 LPL FINL HLDGS COM 50212V100 2 23 SH SOLE 0 0 23 LYFT INC CL A 55087P104 620 14412 SH SOLE 0 0 14412 MAGELLAN MIDSTREAM PA LP COM UNIT RP LP 559080106 31 500 SH SOLE 0 0 500 MARSH & MC LENNAN CO COM 571748102 78 697 SH SOLE 0 0 697 MASTERCARD INC CL A 57636Q104 4203 14076 SH SOLE 0 0 14076 MC DONALDS CORP COM 580135101 50 255 SH SOLE 0 0 255 MERCK & CO. INC. COM 58933Y105 159 1745 SH SOLE 0 0 1745 MICROSOFT CORP COM 594918104 4233 26841 SH SOLE 0 0 26841 MOHAWK INDUSTRIES COM 608190104 37 269 SH SOLE 0 0 269 MONDELEZ INTL CL A 609207105 89 1607 SH SOLE 0 0 1607 MORNINGSTAR INC COM 617700109 12 77 SH SOLE 0 0 77 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 NEXTERA ENERGY INC COM 65339F101 48 198 SH SOLE 0 0 198 NIKE INC CL B 654106103 66 655 SH SOLE 0 0 655 NOVARTIS AG SPON ADR 66987V109 998 10544 SH SOLE 0 0 10544 NUVEEN MUNICIPAL VALUE COM 670928100 42 3955 SH SOLE 0 0 3955 OMNICELL INC COM 68213N109 11 130 SH SOLE 0 0 130 ORACLE CORP COM 68389X105 386 7287 SH SOLE 0 0 7287 PALO ALTO NETWORKS COM 697435105 126 544 SH SOLE 0 0 544 PAYCHEX INC COM 704326107 89 1051 SH SOLE 0 0 1051 PAYPAL HOLDINGS INCORPOR COM 70450Y103 2335 21586 SH SOLE 0 0 21586 PELOTON INTERACTIVE INC CL A 70614W100 18 626 SH SOLE 0 0 626 PEPSICO INC COM 713448108 14 101 SH SOLE 0 0 101 PFIZER INC COM 717071104 401 10228 SH SOLE 0 0 10228 PHILIP MORRIS INTL COM 718172109 184 2159 SH SOLE 0 0 2159 PHILLIPS 66 COM 718546104 68 611 SH SOLE 0 0 611 PIMCO ENHANCED SHRT MATURTY ACTV ETF ENHAN SHRT MA AC 72201R833 135 1326 SH SOLE 0 0 1326 PNC FINL SERVICES COM 693475105 78 488 SH SOLE 0 0 488 POOL CORP COM 73278L105 14 65 SH SOLE 0 0 65 PORTLAND GENERL ELEC COM NEW 736508847 12 207 SH SOLE 0 0 207 PPG INDUSTRIES INC COM 693506107 28 209 SH SOLE 0 0 209 PPL CORP COM 69351T106 62 1718 SH SOLE 0 0 1718 PROCTER & GAMBLE COM 742718109 91 730 SH SOLE 0 0 730 PROLOGIS INC. REIT COM 74340W103 44 488 SH SOLE 0 0 488 PRUDENTIAL FINL COM 744320102 1 15 SH SOLE 0 0 15 PS BUSINESS PARKS REIT COM 69360J107 11 65 SH SOLE 0 0 65 REALTY INCOME CORP REIT COM 756109104 100 1357 SH SOLE 0 0 1357 SALESFORCE COM COM 79466L302 126 773 SH SOLE 0 0 773 SCHLUMBERGER LTD COM 806857108 18 450 SH SOLE 0 0 450 SCHWAB US LARGE CAP GROWTH ETF US LCAP GR ETF 808524300 14 146 SH SOLE 0 0 146 SEMPRA ENERGY COM 816851109 68 446 SH SOLE 0 0 446 SERVICE PPTYS TR REIT COM SH BEN INT 81761L102 19 800 SH SOLE 0 0 800 SHOPIFY INC CL A 82509L107 40 100 SH SOLE 0 0 100 SNAP ON INC COM 833034101 1 3 SH SOLE 0 0 3 SOUTHERN CO COM 842587107 66 1032 SH SOLE 0 0 1032 SPDR S&P 500 ETF SPDR S&P500 ETF 78468R796 382 1188 SH SOLE 0 0 1188 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 132 1227 SH SOLE 0 0 1227 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 307 818 SH SOLE 0 0 818 STARBUCKS CORP COM 855244109 42 474 SH SOLE 0 0 474 SUNSTONE HOTEL INVTS REIT COM 867892101 6 435 SH SOLE 0 0 435 SYNOVUS FINL CO COM 871607107 224 5717 SH SOLE 0 0 5717 TCF FINANCIAL CORP NEW COM 872307103 7 148 SH SOLE 0 0 148 THE CHARLES SCHWAB CORP COM 808513105 2137 44925 SH SOLE 0 0 44925 THE TRADE DESK INC CL A 88339J105 15 58 SH SOLE 0 0 58 TORONTO-DOMINION BK COM NEW 891160509 37 667 SH SOLE 0 0 667 TRUIST FINL CORP (BB&T CORP) COM 054937107 236 4195 SH SOLE 0 0 4195 UBER TECHNOLOGIES INC COM 90353T100 658 22130 SH SOLE 0 0 22130 UNILEVER N V N Y SHS NEW 904784709 760 13235 SH SOLE 0 0 13235 UNILEVER PLC SPON ADR NEW 904767704 79 1389 SH SOLE 0 0 1389 UNION PACIFIC CORP COM 907818108 227 1255 SH SOLE 0 0 1255 UNITED BANKSHRS INC COM 909907107 7 191 SH SOLE 0 0 191 UNITED TECHNOLOGIES CORP COM 913017109 32 212 SH SOLE 0 0 212 UNITEDHEALTH GRP INC COM 91324P102 1162 3952 SH SOLE 0 0 3952 VANGUARD FTSE ALL WORLD EX US ETF ALLWRLD EX US ETF 922042775 867 16131 SH SOLE 0 0 16131 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 34152 115456 SH SOLE 0 0 115456 VANGUARD S&P 500 GROWTH ETF 500 GRTH IDX ETF 921932505 11 63 SH SOLE 0 0 63 VANGUARD SHORT-TERM BOND ETF SHORT TRM BOND ETF 921937827 66 823 SH SOLE 0 0 823 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 1268 7656 SH SOLE 0 0 7656 VANGUARD STAR FD TL INTL STK ETF 921909768 334 6001 SH SOLE 0 0 6001 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MKT 921937835 282 3358 SH SOLE 0 0 3358 VANGUARD TOTAL INTERNATL BND ETF IV INTL BD IDX ETF 92203J407 60 1064 SH SOLE 0 0 1064 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT ETF 922908769 128 782 SH SOLE 0 0 782 VENTAS INC COM 92276F100 22 383 SH SOLE 0 0 383 VERIZON COMMUNICATN COM 92343V104 11 173 SH SOLE 0 0 173 VISA INC CL A 92826C839 3710 19744 SH SOLE 0 0 19744 WALGREENS BOOTS ALLIANCE COM 931427108 6 100 SH SOLE 0 0 100 WEC ENERGY GROUP INC COM 92939U106 42 454 SH SOLE 0 0 454 WESTERN ALLIANCE BNC COM 957638109 9 155 SH SOLE 0 0 155 WORKDAY INC CL A 98138H101 34 209 SH SOLE 0 0 209 ZIMMER BIOMET HLDGS COM 98956P102 45 300 SH SOLE 0 0 300