0001802136-20-000002.txt : 20200430
0001802136-20-000002.hdr.sgml : 20200430
20200430095038
ACCESSION NUMBER: 0001802136-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200430
DATE AS OF CHANGE: 20200430
EFFECTIVENESS DATE: 20200430
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: 20833592
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
03-31-2020
03-31-2020
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
04-30-2020
0
151
107832
false
INFORMATION TABLE
2
iragroup13fhldgstable2020.03.xml
3M CO
COM
88579Y101
84
616
SH
SOLE
0
0
616
ABBOTT LABORATORIES
COM
002824100
70
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
91
1193
SH
SOLE
0
0
1193
AIR PROD & CHEMICALS
COM
009158106
37
185
SH
SOLE
0
0
185
ALIBABA GROUP HOLDING LTD
SPON ADR
01609W102
1597
8211
SH
SOLE
0
0
8211
ALPHABET INC.
CL A
02079K305
2130
1833
SH
SOLE
0
0
1833
ALPHABET INC.
CL C
02079K107
179
154
SH
SOLE
0
0
154
ALTRIA GROUP INC
COM
02209S103
46
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
3905
2003
SH
SOLE
0
0
2003
AMERICAN TOWER CORP
COM
03027X100
215
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
122
604
SH
SOLE
0
0
604
ANHEUSER BUSCH INBEV
SPON ADR
03524A108
6
140
SH
SOLE
0
0
140
APPLE INC
COM
037833100
5998
23588
SH
SOLE
0
0
23588
AT HOME GROUP INC
COM
04650Y100
30
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
53
2480
SH
SOLE
0
0
2480
BEACON ROOFING SUPPL
COM
073685109
115
6950
SH
SOLE
0
0
6950
BECTON DICKINSON&CO
COM
075887109
40
174
SH
SOLE
0
0
174
BERKSHIRE HATHAWAY
CL B NEW
084670702
1503
8221
SH
SOLE
0
0
8221
BLACKROCK INC
COM
09247X101
1635
3716
SH
SOLE
0
0
3716
BRISTOL-MYERS SQUIBB
COM
110122108
65
1170
SH
SOLE
0
0
1170
CANOPY GROWTH CORP
COM
138035100
1
51
SH
SOLE
0
0
51
CARMAX INC
COM
143130102
231
4283
SH
SOLE
0
0
4283
CATERPILLAR INC DEL
COM
149123101
1
10
SH
SOLE
0
0
10
CERNER CORP
COM
156782104
843
13385
SH
SOLE
0
0
13385
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
30
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
51
703
SH
SOLE
0
0
703
CHUBB LTD F
COM
H1467J104
668
5977
SH
SOLE
0
0
5977
CIRRUS LOGIC INC
COM
172755100
20
300
SH
SOLE
0
0
300
CITIGROUP INC
COM NEW
172967424
23
550
SH
SOLE
0
0
550
COCA-COLA CO
COM
191216100
247
5587
SH
SOLE
0
0
5587
COLGATE-PALMOLIVE CO
COM
194162103
78
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
742
21581
SH
SOLE
0
0
21581
CONOCOPHILLIPS
COM
20825C104
13
437
SH
SOLE
0
0
437
CORTEVA INC
COM
22052L104
6
263
SH
SOLE
0
0
263
DARDEN RESTAURANTS INC
COM
237194105
1
15
SH
SOLE
0
0
15
DELTA AIR LINES INC DEL
COM NEW
247367702
239
8384
SH
SOLE
0
0
8384
DOMINION ENERGY INC
COM
25746U109
94
1301
SH
SOLE
0
0
1301
DUKE ENERGY CORP NEW
COM NEW
26441C204
54
663
SH
SOLE
0
0
663
DUPONT DE NEMOURS INC
COM
26614N102
9
263
SH
SOLE
0
0
263
EDISON INTERNTNL
COM
281020107
53
967
SH
SOLE
0
0
967
EDWARDS LIFESCIENCES
COM
28176E108
38
200
SH
SOLE
0
0
200
EMERSON ELECTRIC CO
COM
291011104
5
100
SH
SOLE
0
0
100
ENSTAR GROUP LTD
SHS
G3075P101
80
500
SH
SOLE
0
0
500
ENTERPRISE PRODS PART LP
COM
293792107
1
98
SH
SOLE
0
0
98
ENVISTA HOLDINGS CORP
COM
29415F104
2
111
SH
SOLE
0
0
111
EXXON MOBIL CORP
COM
30231G102
5
136
SH
SOLE
0
0
136
F5 NETWORKS INC
COM
315616102
21
200
SH
SOLE
0
0
200
FACEBOOK INC
CL A
30303M102
1281
7680
SH
SOLE
0
0
7680
FEDEX CORP
COM
31428X106
142
1171
SH
SOLE
0
0
1171
FLOOR & DECOR HOLDINGS I
CL A
339750101
5
166
SH
SOLE
0
0
166
GENERAL DYNAMICS CO
COM
369550108
488
3687
SH
SOLE
0
0
3687
GENERAL ELECTRIC CO
COM
369604103
337
42397
SH
SOLE
0
0
42397
GENERAL MILLS INC
COM
370334104
72
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
24
326
SH
SOLE
0
0
326
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
33
864
SH
SOLE
0
0
864
GMS INC
COM
36251C103
649
41281
SH
SOLE
0
0
41281
HALLIBURTON CO
COM
406216101
2
220
SH
SOLE
0
0
220
HLTHCARE REALTY TR
COM
421946104
14
500
SH
SOLE
0
0
500
HOME DEPOT INC
COM
437076102
575
3082
SH
SOLE
0
0
3082
HONEYWELL INTL INC
COM
438516106
118
882
SH
SOLE
0
0
882
HORMEL FOODS CORP
COM
440452100
34
728
SH
SOLE
0
0
728
INDEPENDENCE REALTY
COM
45378A106
179
20000
SH
SOLE
0
0
20000
INTEL CORP
COM
458140100
1741
32176
SH
SOLE
0
0
32176
INVESCO QQQ TRUST
UNIT SER 1
46090E103
194
1018
SH
SOLE
0
0
1018
IQVIA HOLDINGS INC
COM
46266C105
1508
13982
SH
SOLE
0
0
13982
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
91
354
SH
SOLE
0
0
354
ISHARES CORE S&P MID CAPETF
CORE S&P MCP ETF
464287507
151
1049
SH
SOLE
0
0
1049
ISHARES CORE S&P SMALL CAP ETF
CORE S&P SCP ETF
464287804
23
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
3
64
SH
SOLE
0
0
64
ISHARES NASDAQ BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
69
642
SH
SOLE
0
0
642
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
231
1635
SH
SOLE
0
0
1635
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
17
115
SH
SOLE
0
0
115
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
68
681
SH
SOLE
0
0
681
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
19
118
SH
SOLE
0
0
118
ISHARES RUSSELL 2000 VALUE ETF
RUS 2000 VAL ETF
464287630
20
239
SH
SOLE
0
0
239
ISHARES S&P SMALL CAP 600 ETF
SP SMCP600VL ETF
464287879
65
647
SH
SOLE
0
0
647
ISHARES S&P SMLL CAP 600GRTH ETF
S&P SML 600 GWT ETF
464287887
86
626
SH
SOLE
0
0
626
ISHARES SELECT DIVIDEND ETF
SELECT DIVID ETF
464287168
74
1000
SH
SOLE
0
0
1000
ISHARS EDG MSCI USA QLTYFCTR ETF
USA Quality Factor
46432F339
32
400
SH
SOLE
0
0
400
J P MORGAN CHASE & CO
COM
46625h100
1753
19472
SH
SOLE
0
0
19472
JOHNSON & JOHNSON
COM
478160104
1549
11810
SH
SOLE
0
0
11810
KIMCO REALTY CORP
COM
49446R109
8
840
SH
SOLE
0
0
840
LILLY ELI & CO
COM
532457108
332
2395
SH
SOLE
0
0
2395
LOWES COMPANIES INC
COM
548661107
97
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
1
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
362
13474
SH
SOLE
0
0
13474
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
18
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
3371
13954
SH
SOLE
0
0
13954
MC DONALDS CORP
COM
580135101
392
2372
SH
SOLE
0
0
2372
MERCK & CO. INC.
COM
58933Y105
161
2092
SH
SOLE
0
0
2092
MICROSOFT CORP
COM
594918104
4186
26545
SH
SOLE
0
0
26545
MOHAWK INDUSTRIES
COM
608190104
21
269
SH
SOLE
0
0
269
MONDELEZ INTL
CL A
609207105
80
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
54
655
SH
SOLE
0
0
655
NOVARTIS AG
SPON ADR
66987V109
921
11170
SH
SOLE
0
0
11170
NUVEEN MUNICIPAL VALUE C
COM
670928100
39
3955
SH
SOLE
0
0
3955
NVIDIA CORP
COM
67066G104
5
20
SH
SOLE
0
0
20
ORACLE CORP
COM
68389X105
373
7708
SH
SOLE
0
0
7708
PALO ALTO NETWORKS
COM
697435105
89
544
SH
SOLE
0
0
544
PAYCHEX INC
COM
704326107
0
5
SH
SOLE
0
0
5
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
2073
21653
SH
SOLE
0
0
21653
PELOTON INTERACTIVE INC
CL A
70614W100
17
626
SH
SOLE
0
0
626
PEPSICO INC
COM
713448108
12
101
SH
SOLE
0
0
101
PFIZER INC
COM
717071104
718
22003
SH
SOLE
0
0
22003
PHILIP MORRIS INTL
COM
718172109
133
1824
SH
SOLE
0
0
1824
PHILLIPS 66
COM
718546104
33
611
SH
SOLE
0
0
611
PNC FINL SERVICES
COM
693475105
47
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
36
331
SH
SOLE
0
0
331
PROLOGIS INC.
COM
74340W103
39
488
SH
SOLE
0
0
488
REALTY INCM CORP
COM
756109104
68
1357
SH
SOLE
0
0
1357
SALESFORCE COM
COM
79466L302
661
4588
SH
SOLE
0
0
4588
SCHWAB US LARGE CAP GROWTH ETF
US LCAP GR ETF
808524300
12
146
SH
SOLE
0
0
146
SERVICE PPTYS TR REIT
COM SH BEN INT
81761L102
4
800
SH
SOLE
0
0
800
SHOPIFY INC
CL A
82509L107
0
0
SH
SOLE
0
0
0
SNAP ON INC
COM
833034101
0
3
SH
SOLE
0
0
3
SOUTHERN CO
COM
842587107
11
205
SH
SOLE
0
0
205
SPDR S&P 500 ETF
SPDR S&P500 ETF
78468R796
5028
19507
SH
SOLE
0
0
19507
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
98
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
223
847
SH
SOLE
0
0
847
SQUARE INC
COM
852234103
21
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
505
7675
SH
SOLE
0
0
7675
SYNOVUS FINL CO
COM
871607107
100
5717
SH
SOLE
0
0
5717
THE CHARLES SCHWAB CORP
COM
808513105
1252
37246
SH
SOLE
0
0
37246
TORONTO-DOMINION BK
COM NEW
891160509
28
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
129
4195
SH
SOLE
0
0
4195
UBER TECHNOLOGIES INC
COM
90353T100
566
20272
SH
SOLE
0
0
20272
ULTA BEAUTY INC.
COM
903845303
18
100
SH
SOLE
0
0
100
UNILEVER N V
N Y SHS NEW
904784709
441
9038
SH
SOLE
0
0
9038
UNILEVER PLC
SPON ADR NEW
904767704
70
1389
SH
SOLE
0
0
1389
UNITEDHEALTH GRP INC
COM
91324P102
988
3962
SH
SOLE
0
0
3962
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
257
6265
SH
SOLE
0
0
6265
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
29090
122838
SH
SOLE
0
0
122838
VANGUARD S&P 500 GROWTH ETF
500 GRTH IDX ETF
921932505
9
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
4727
40951
SH
SOLE
0
0
40951
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
6432
75357
SH
SOLE
0
0
75357
VANGUARD TOTAL INTERNATLBND ETF IV
INTL BD IDX ETF
92203J407
69
1235
SH
SOLE
0
0
1235
VANGUARD STAR FD
TL INTL STK ETF
921909768
6330
150859
SH
SOLE
0
0
150859
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
101
782
SH
SOLE
0
0
782
VENTAS INC
COM
92276F100
10
383
SH
SOLE
0
0
383
VERIZON COMMUNICATN
COM
92343V104
9
173
SH
SOLE
0
0
173
VISA INC
CL A
92826C839
3092
19192
SH
SOLE
0
0
19192
WALGREENS BOOTS ALLIANCE
COM
931427108
5
100
SH
SOLE
0
0
100
DISNEY WALT CO
COM
254687106
587
6179
SH
SOLE
0
0
6179
WELLS FARGO CO
COM NEW
949746101
11
400
SH
SOLE
0
0
400
WORKDAY INC
CL A
98138H101
27
209
SH
SOLE
0
0
209
ZIMMER BIOMET HLDGS
COM
98956P102
30
300
SH
SOLE
0
0
300