0001802136-21-000002.txt : 20210429
0001802136-21-000002.hdr.sgml : 20210429
20210429125414
ACCESSION NUMBER: 0001802136-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210429
DATE AS OF CHANGE: 20210429
EFFECTIVENESS DATE: 20210429
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: 21868864
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
03-31-2021
03-31-2021
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
04-29-2021
0
141
136127
false
INFORMATION TABLE
2
iragroup13fhldgtable2021.03.xml
3M CO
COM
88579Y101
1105
5734
SH
SOLE
0
0
5734
ABBOTT LABORATORIES
COM
002824100
106
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
129
1193
SH
SOLE
0
0
1193
ADOBE INC
COM
00724F101
1
2
SH
SOLE
0
0
2
AIR PROD & CHEMICALS
COM
009158106
52
185
SH
SOLE
0
0
185
ALIBABA GROUP HLDG LTD
SPON ADR
01609W102
2229
9832
SH
SOLE
0
0
9832
ALPHABET INC.
CL A
02079K305
3964
1922
SH
SOLE
0
0
1922
ALPHABET INC.
CL C
02079K107
319
154
SH
SOLE
0
0
154
ALTRIA GROUP INC
COM
02209S103
61
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
5721
1849
SH
SOLE
0
0
1849
AMERN TOWER CORP REIT
COM
03027X100
236
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
150
604
SH
SOLE
0
0
604
APPLE INC
COM
037833100
10173
83280
SH
SOLE
0
0
83280
BANK OF AMERICA CORP
COM
060505104
96
2480
SH
SOLE
0
0
2480
BEACON ROOFING SUPPL
COM
073685109
94
1800
SH
SOLE
0
0
1800
BECTON DICKINSON&CO
COM
075887109
42
174
SH
SOLE
0
0
174
BERKSHIRE HATHAWAY
CL B NEW
084670702
1689
6613
SH
SOLE
0
0
6613
BLACKROCK INC
COM
09247X101
3456
4584
SH
SOLE
0
0
4584
BRISTOL-MYERS SQUIBB
COM
110122108
74
1170
SH
SOLE
0
0
1170
CANOPY GROWTH CORP
COM
138035100
2
51
SH
SOLE
0
0
51
CARMAX INC
COM
143130102
1761
13275
SH
SOLE
0
0
13275
CATERPILLAR INC EDEL
COM
149123101
2
10
SH
SOLE
0
0
10
CERNER CORP
COM
156782104
1592
22145
SH
SOLE
0
0
22145
THE CHARLES SCHWAB CORP
COM
808513105
3139
48165
SH
SOLE
0
0
48165
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
34
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
74
703
SH
SOLE
0
0
703
CHUBB LTD F
COM
H1467J104
1945
12312
SH
SOLE
0
0
12312
CIRRUS LOGIC INC
COM
172755100
25
300
SH
SOLE
0
0
300
CITIGROUP INC
COM NEW
172967424
40
550
SH
SOLE
0
0
550
COLGATE-PALMOLIVE CO
COM
194162103
92
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
2652
49018
SH
SOLE
0
0
49018
CONOCOPHILLIPS
COM
20825C104
23
437
SH
SOLE
0
0
437
CORTEVA INC
COM
22052L104
12
263
SH
SOLE
0
0
263
DELTA AIR LINES INC DEL
COM NEW
247367702
926
19172
SH
SOLE
0
0
19172
DOMINION ENERGY INC
COM
25746U109
88
1165
SH
SOLE
0
0
1165
DRAFTKINGS INC
COM CL A
26142R104
136
2217
SH
SOLE
0
0
2217
DUKE ENERGY CORP
COM NEW
26441C204
53
550
SH
SOLE
0
0
550
DUPONT DE NEMOURS INC
COM
26614N102
20
263
SH
SOLE
0
0
263
EDISON INTERNTNL
COM
281020107
57
967
SH
SOLE
0
0
967
EDWARDS LIFESCIENCES
COM
28176E108
50
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
9
100
SH
SOLE
0
0
100
ENSTAR GROUP LTD F
SHS
G3075P101
105
426
SH
SOLE
0
0
426
ENTERPRISE PRODS PART LP
COM
293792107
2
98
SH
SOLE
0
0
98
ENVISTA HOLDINGS CORP
COM
29415F104
5
111
SH
SOLE
0
0
111
FACEBOOK INC
CL A
30303M102
2827
9599
SH
SOLE
0
0
9599
FEDEX CORP
COM
31428X106
333
1171
SH
SOLE
0
0
1171
GENERAL DYNAMICS CO
COM
369550108
1448
7977
SH
SOLE
0
0
7977
GENERAL ELECTRIC CO
COM
369604103
705
53670
SH
SOLE
0
0
53670
GENERAL MILLS INC
COM
370334104
84
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
19
300
SH
SOLE
0
0
300
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
21
600
SH
SOLE
0
0
600
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
821
2688
SH
SOLE
0
0
2688
HONEYWELL INTL INC
COM
438516106
191
882
SH
SOLE
0
0
882
HORMEL FOODS CORP
COM
440452100
35
728
SH
SOLE
0
0
728
INVESCO QQQ TRUST
UNIT SER 1
46090E103
357
1118
SH
SOLE
0
0
1118
IQVIA HOLDINGS INC
COM
46266C105
3035
15715
SH
SOLE
0
0
15715
ISHARES INC CORE MSCI EMKT
CORE MSCI EMKT
46434G103
5
70
SH
SOLE
0
0
70
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
46432F842
4
50
SH
SOLE
0
0
50
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
141
354
SH
SOLE
0
0
354
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
273
1049
SH
SOLE
0
0
1049
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
163
1505
SH
SOLE
0
0
1505
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
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 MSCI USA QLTY FACT ETF
MSCI USA QLT FCT
46432F339
3
23
SH
SOLE
0
0
23
ISHARES NASDAQ BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
97
642
SH
SOLE
0
0
642
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
323
1445
SH
SOLE
0
0
1445
ISHARES S&P SMALL CAP 600 ETF
S&P 600 CAP ETF
464287879
130
1294
SH
SOLE
0
0
1294
ISHARES S&P SMLL CAP 600GRTH ETF
S&P 600GRTH ETF
464287887
167
1300
SH
SOLE
0
0
1300
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
114
1000
SH
SOLE
0
0
1000
JOHNSON & JOHNSON
COM
478160104
2333
14195
SH
SOLE
0
0
14195
JPMORGAN CHASE & CO
COM
46625h100
3416
22437
SH
SOLE
0
0
22437
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
43
170
SH
SOLE
0
0
170
LILLY ELI & CO
COM
532457108
447
2395
SH
SOLE
0
0
2395
LOWES COS INC
COM
548661107
215
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
3
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
575
9098
SH
SOLE
0
0
9098
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
22
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
4688
13167
SH
SOLE
0
0
13167
MCDONALDS CORP
COM
580135101
1875
8366
SH
SOLE
0
0
8366
MCKESSON CORP
COM
58155Q103
97
495
SH
SOLE
0
0
495
MERCK & CO. INC.
COM
58933Y105
190
2462
SH
SOLE
0
0
2462
MICROSOFT CORP
COM
594918104
6145
26063
SH
SOLE
0
0
26063
MOHAWK INDUSTRIES
COM
608190104
52
269
SH
SOLE
0
0
269
MONDELEZ INTL
CL A
609207105
94
1607
SH
SOLE
0
0
1607
NIKE INC
CL B
654106103
87
655
SH
SOLE
0
0
655
NOVARTIS AG
SPON ADR
66987V109
1452
16988
SH
SOLE
0
0
16988
NUVEEN MUNICIPAL VALUE C
COM
670928100
44
3955
SH
SOLE
0
0
3955
PALO ALTO NETWORKS
COM
697435105
175
544
SH
SOLE
0
0
544
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
4878
20086
SH
SOLE
0
0
20086
PELOTON INTERACTIVE INC
CL A
70614W100
102
909
SH
SOLE
0
0
909
PENN NTNL GAMING
COM
707569109
127
1210
SH
SOLE
0
0
1210
PEPSICO INC
COM
713448108
1
10
SH
SOLE
0
0
10
PERFORMANCE FOOD GROUP CO
COM
71377A103
29
500
SH
SOLE
0
0
500
PFIZER INC
COM
717071104
2295
63348
SH
SOLE
0
0
63348
PHILIP MORRIS INTL
COM
718172109
1661
18712
SH
SOLE
0
0
18712
PHILLIPS 66
COM
718546104
50
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
86
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
1189
8776
SH
SOLE
0
0
8776
PROLOGIS INC.
COM
74340W103
52
488
SH
SOLE
0
0
488
REALTY INCM CORP
COM
756109104
86
1357
SH
SOLE
0
0
1357
SALESFORCE COM
COM
79466L302
2296
10835
SH
SOLE
0
0
10835
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
27
277
SH
SOLE
0
0
277
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
1718
4335
SH
SOLE
0
0
4335
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
145
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
403
847
SH
SOLE
0
0
847
SQUARE INC
CL A
852234103
91
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
2409
22046
SH
SOLE
0
0
22046
SYNOVUS FINL CO
COM
871607107
262
5717
SH
SOLE
0
0
5717
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1620
13698
SH
SOLE
0
0
13698
THE COCA-COLA CO
COM
191216100
112
2122
SH
SOLE
0
0
2122
TORONTO-DOMINION BK F
COM NEW
891160509
43
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
245
4195
SH
SOLE
0
0
4195
UBER TECHNOLOGIES INC
COM
90353T100
1263
23178
SH
SOLE
0
0
23178
ULTA BEAUTY INC.
COM
903845303
31
100
SH
SOLE
0
0
100
UNILEVER PLC
SPON ADR NEW
904767704
1287
23052
SH
SOLE
0
0
23052
UNITEDHEALTH GRP INC
COM
91324P102
2309
6207
SH
SOLE
0
0
6207
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
270
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
380
6265
SH
SOLE
0
0
6265
VANGUARD FTSE DEVELOPED MARKETS ETF
FTSE DEVMKT ETF
921943858
9
175
SH
SOLE
0
0
175
VANGUARD INDEX FDS GROWTH ETF
GROWTH ETF
922908736
61
239
SH
SOLE
0
0
239
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
25940
41206
SH
SOLE
0
0
41206
VANGUARD SHORT-TERM BONDETF
SHORT TRM BOND ETF
921937827
81
991
SH
SOLE
0
0
991
VANGUARD SMALL CAP ETF
SMALL CP ETF
922908751
821
3836
SH
SOLE
0
0
3836
VANGUARD TOTAL INTERNATLBND ETF
INTL BD IDX ETF
92203J407
71
1235
SH
SOLE
0
0
1235
VANGUARD TOTAL INTERNTL STOCK ETF
TL INTL tl STK ETF
921909768
679
10828
SH
SOLE
0
0
10828
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
316
3727
SH
SOLE
0
0
3727
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
165
796
SH
SOLE
0
0
796
VANGUARD INDEX FDS VALUE ETF
VALUE ETF
922908744
24
185
SH
SOLE
0
0
185
VENTAS INC REIT
COM
92276F100
20
383
SH
SOLE
0
0
383
VISA INC
CL A
92826C839
3819
18035
SH
SOLE
0
0
18035
DISNEY WALT CO
COM
254687106
2514
13623
SH
SOLE
0
0
13623
WELLS FARGO & CO
COM NEW
949746101
16
400
SH
SOLE
0
0
400
WORKDAY INC
CL A
98138H101
52
209
SH
SOLE
0
0
209
XERIS PHARMACEUTICALS INC
COM
98422L107
4
803
SH
SOLE
0
0
803
ZIMMER BIOMET HLDGS
COM
98956P102
48
300
SH
SOLE
0
0
300