0001802136-22-000002.txt : 20220425
0001802136-22-000002.hdr.sgml : 20220425
20220425134903
ACCESSION NUMBER: 0001802136-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220425
DATE AS OF CHANGE: 20220425
EFFECTIVENESS DATE: 20220425
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: 22849122
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
false
false
0001802136
XXXXXXXX
03-31-2022
03-31-2022
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
04-25-2022
0
186
159575000
false
INFORMATION TABLE
2
iragroup13fhldgtable2022.03.xml
3M CO
COM
88579Y101
1285
8627
SH
SOLE
0
0
8627
ABBOTT LABORATORIES
COM
002824100
105
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
193
1193
SH
SOLE
0
0
1193
ACCENTURE PLC
SHS Class A
G1151C101
33
97
SH
SOLE
0
0
97
ADOBE INC
COM
00724F101
22
49
SH
SOLE
0
0
49
ADVANCED MICRO DEVIC
COM
007903107
97
890
SH
SOLE
0
0
890
AIR PROD & CHEMICALS
COM
009158106
46
185
SH
SOLE
0
0
185
ALCOA CORP
COM
013872106
92
1019
SH
SOLE
0
0
1019
ALPHABET INC.
CL A
02079K305
5499
1977
SH
SOLE
0
0
1977
ALPHABET INC.
CL C
02079K107
399
143
SH
SOLE
0
0
143
ALTRIA GROUP INC
COM
02209S103
63
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
6329
1939
SH
SOLE
0
0
1939
AMERN TOWER CORP REIT
COM
03027X100
248
988
SH
SOLE
0
0
988
AMGEN INC.
COM
031162100
146
604
SH
SOLE
0
0
604
APPLE INC
COM
037833100
14729
84209
SH
SOLE
0
0
84209
AUTODESK INC
COM
052769106
21
97
SH
SOLE
0
0
97
BANK OF AMERICA CORP
COM
060505104
192
4661
SH
SOLE
0
0
4661
BECTON DICKINSON&CO
COM
075887109
1875
7048
SH
SOLE
0
0
7048
BERKSHIRE HATHAWAY
CL B NEW
084670702
2623
7433
SH
SOLE
0
0
7433
BLACKROCK INC
COM
09247X101
3603
4714
SH
SOLE
0
0
4714
BOEING CO
COM
097023105
169
885
SH
SOLE
0
0
885
BRISTOL-MYERS SQUIBB
COM
110122108
85
1170
SH
SOLE
0
0
1170
BROADCOM INC
COM
11135F101
23
37
SH
SOLE
0
0
37
BROOKFIELD ASSET MGM
CL A
G16169107
127
2250
SH
SOLE
0
0
2250
CARMAX INC
COM
143130102
1428
14803
SH
SOLE
0
0
14803
CATALENT INC
COM
148806102
9
81
SH
SOLE
0
0
81
CATERPILLAR INC
COM
149123101
2
10
SH
SOLE
0
0
10
CHARLES SCHWAB CORP
COM
808513105
4023
47718
SH
SOLE
0
0
47718
CHECK PT SOFTWARE
COM
M22465104
41
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
114
703
SH
SOLE
0
0
703
CHOICE HOTELS INTL
COM
169905106
542
3823
SH
SOLE
0
0
3823
CHUBB LTD
COM
H1467J104
2675
12508
SH
SOLE
0
0
12508
CIRRUS LOGIC INC
COM
172755100
25
300
SH
SOLE
0
0
300
CISCO SYSTEMS INC
COM
17275R102
17
301
SH
SOLE
0
0
301
CITIGROUP INC
COM NEW
172967424
68
1268
SH
SOLE
0
0
1268
COLGATE-PALMOLIVE CO
COM
194162103
89
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
2463
52612
SH
SOLE
0
0
52612
COMMUNICAT SVS SLCT SEC
SPDR ETF
81369Y852
16
236
SH
SOLE
0
0
236
CORTEVA INC
COM
22052L104
4
66
SH
SOLE
0
0
66
COSTCO WHOLESALE CO
COM
22160K105
1565
2718
SH
SOLE
0
0
2718
DELTA AIR LINES INC DEL
COM NEW
247367702
930
23500
SH
SOLE
0
0
23500
DESCARTES SYS GROUP
COM
249906108
10
132
SH
SOLE
0
0
132
DOMINION ENERGY INC
COM
25746U109
99
1165
SH
SOLE
0
0
1165
DOW INC
COM
260557103
4
66
SH
SOLE
0
0
66
DRAFTKINGS INC
COM CL A
26142R104
4
193
SH
SOLE
0
0
193
DUKE ENERGY CORP
COM NEW
26441C204
124
1110
SH
SOLE
0
0
1110
DUPONT DE NEMOURS INC
COM
26614N102
5
66
SH
SOLE
0
0
66
EAGLE MATERIALS INC
COM
26969P108
10
76
SH
SOLE
0
0
76
EDWARDS LIFESCIENCES
COM
28176E108
71
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
10
100
SH
SOLE
0
0
100
ENBRIDGE INC
COM
29250N105
94
2045
SH
SOLE
0
0
2045
ENERGY SELECT SECTOR
SPDR ETF
81369Y506
4
56
SH
SOLE
0
0
56
ENSTAR GROUP LTD
SHS
G3075P101
95
363
SH
SOLE
0
0
363
ENTERPRISE PRODS PART LP
COM
293792107
3
98
SH
SOLE
0
0
98
ETSY INC
COM
29786A106
1
12
SH
SOLE
0
0
12
FEDEX CORP
COM
31428X106
271
1171
SH
SOLE
0
0
1171
GARTNER INC
COM
366651107
13
43
SH
SOLE
0
0
43
GENERAL DYNAMICS CO
COM
369550108
1991
8254
SH
SOLE
0
0
8254
GENERAL ELECTRIC CO
COM
369604103
823
8999
SH
SOLE
0
0
8999
GENERAL MILLS INC
COM
370334104
93
1370
SH
SOLE
0
0
1370
GILEAD SCIENCES INC
COM
375558103
18
300
SH
SOLE
0
0
300
GLAXOSMITHKLINE PLC
SPON ADR
37733W105
26
600
SH
SOLE
0
0
600
GLOBE LIFE INC
COM
37959E102
23
225
SH
SOLE
0
0
225
GOLDMAN SACHS GROUP
COM
38141G104
17
50
SH
SOLE
0
0
50
HARLEY DAVIDSON INC
COM
412822108
5
128
SH
SOLE
0
0
128
HLTHCARE REALTY TR REIT
COM
421946104
14
500
SH
SOLE
0
0
500
HOME DEPOT INC
COM
437076102
709
2368
SH
SOLE
0
0
2368
HONEYWELL INTL INC
COM
438516106
1814
9325
SH
SOLE
0
0
9325
HORMEL FOODS CORP
COM
440452100
38
728
SH
SOLE
0
0
728
INDEPENDENCE REALTY REIT
COM
45378A106
26
1000
SH
SOLE
0
0
1000
INVESCO QQQ TRUST
UNIT SER 1
46090E103
405
1118
SH
SOLE
0
0
1118
IQVIA HOLDINGS INC
COM
46266C105
3557
15383
SH
SOLE
0
0
15383
ISHARES BIOTECHNOLOGY ETF
NASDAQ BIOTECH
464287556
84
642
SH
SOLE
0
0
642
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
46434G103
85
1533
SH
SOLE
0
0
1533
ISHARES CORE MSCI EUROPE ETF
CORE MSCI EURO
46434V738
13
246
SH
SOLE
0
0
246
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
816
1797
SH
SOLE
0
0
1797
ISHARES CORE S&P MID CAPETF IV
CORE S&P MCP ETF
464287507
611
2278
SH
SOLE
0
0
2278
ISHARES CORE S&P SMALL CAP ETF IV
CORE S&P SCP ETF
464287804
186
1721
SH
SOLE
0
0
1721
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ETF
464287226
27
248
SH
SOLE
0
0
248
ISHARES JPMORGAN USD MTSBOND ETF
EMERGING MKT ETF
464288281
31
317
SH
SOLE
0
0
317
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
5
64
SH
SOLE
0
0
64
ISHARES NATIONAL MUNI BOND ETF
MUNI BOND ETF
464288414
68
620
SH
SOLE
0
0
620
ISHARES RUSSELL 1000 GROWTH
RUS 1000 GRW ETF
464287614
8
30
SH
SOLE
0
0
30
ISHARES S&P 500 GROWTH ETF IV
S&P 500 GRWT ETF
464287309
546
7135
SH
SOLE
0
0
7135
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
396
2545
SH
SOLE
0
0
2545
ISHARES S&P SMALL CAP 600 ETF IV
S&P 600 CAP ETF
464287879
132
1294
SH
SOLE
0
0
1294
ISHARES S&P SMLL CAP 600GRTH ETF
S&P 600GRTH ETF
464287887
157
1252
SH
SOLE
0
0
1252
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
128
1000
SH
SOLE
0
0
1000
ISHARES US FINANCIAL SER ETF
US FIN SVC ETF
464287770
6
32
SH
SOLE
0
0
32
JOHNSON & JOHNSON
COM
478160104
2547
14371
SH
SOLE
0
0
14371
JPMORGAN CHASE & CO
COM
46625h100
2995
21969
SH
SOLE
0
0
21969
LAB CO OF AMER HLDG
COM NEW
50540R409
1673
6346
SH
SOLE
0
0
6346
LIBERTY BROADBAND CO
COM SER C
530307305
2
14
SH
SOLE
0
0
14
LILLY ELI & CO
COM
532457108
856
2989
SH
SOLE
0
0
2989
LITHIA MOTORS INC
COM
536797103
10
32
SH
SOLE
0
0
32
LOWES COMPANIES INC
COM
548661107
229
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
4
23
SH
SOLE
0
0
23
LYFT INC
CL A
55087P104
422
10982
SH
SOLE
0
0
10982
MAGELLAN MIDSTREAM PA LP
COM UNIT RP LP
559080106
25
500
SH
SOLE
0
0
500
MASTERCARD INC
CL A
57636Q104
4651
13013
SH
SOLE
0
0
13013
MCDONALDS CORP
COM
580135101
2020
8169
SH
SOLE
0
0
8169
MEDTRONIC PLC
SHS
G5960L103
12
109
SH
SOLE
0
0
109
MERCK & CO. INC.
COM
58933Y105
202
2462
SH
SOLE
0
0
2462
META PLATFORMS INC
CL A
30303M102
2494
11217
SH
SOLE
0
0
11217
MFA FINL, INC.
COM
55272X102
2
472
SH
SOLE
0
0
472
MICROSOFT CORP
COM
594918104
7959
25761
SH
SOLE
0
0
25761
MOHAWK INDUSTRIES
COM
608190104
109
875
SH
SOLE
0
0
875
MONDELEZ INTL
CL A
609207105
101
1607
SH
SOLE
0
0
1607
MURPHY USA INC
COM
626755102
12
61
SH
SOLE
0
0
61
NIKE INC
CL B NEW
654106103
220
1638
SH
SOLE
0
0
1638
NOVARTIS AG
SPON ADR
66987V109
160
1825
SH
SOLE
0
0
1825
NOVO-NORDISK A S
ADR
670100205
24
216
SH
SOLE
0
0
216
NUVEEN MUNICIPAL VALUE C
COM
670928100
38
3955
SH
SOLE
0
0
3955
NVIDIA CORP
COM
67066G104
102
373
SH
SOLE
0
0
373
O REILLY AUTOMOTIVE
COM
67103H107
11
16
SH
SOLE
0
0
16
OLD DOMINION FREIGHT
COM
679580100
10
33
SH
SOLE
0
0
33
ORACLE CORP
COM
68389X105
27
323
SH
SOLE
0
0
323
ORGANON & CO
COM
68622V106
7
205
SH
SOLE
0
0
205
PALO ALTO NETWORKS
COM
697435105
339
544
SH
SOLE
0
0
544
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
2481
21453
SH
SOLE
0
0
21453
PELOTON INTERACTIVE INC
CL A
70614W100
7
260
SH
SOLE
0
0
260
PENN NTNL GAMING
COM
707569109
15
359
SH
SOLE
0
0
359
PEPSICO INC
COM
713448108
15
88
SH
SOLE
0
0
88
PERFORMANCE FOOD GROUP C
COM
71377A103
25
500
SH
SOLE
0
0
500
PFIZER INC
COM
717071104
3284
63426
SH
SOLE
0
0
63426
PHILIP MORRIS INTL
COM
718172109
1836
19541
SH
SOLE
0
0
19541
PIMCO ENHNCD SHRT MATRTYACTV
ETF
72201R833
94
939
SH
SOLE
0
0
939
PNC FINL SERVICES
COM
693475105
90
488
SH
SOLE
0
0
488
PORCH GROUP INC
COM
733245104
4
595
SH
SOLE
0
0
595
PROCTER & GAMBLE
COM
742718109
1312
8586
SH
SOLE
0
0
8586
PRUDENTIAL FINL
COM
744320102
12
100
SH
SOLE
0
0
100
REALTY INCM CORP REIT
COM
756109104
90
1300
SH
SOLE
0
0
1300
SALESFORCE COM
COM
79466L302
2698
12707
SH
SOLE
0
0
12707
SELECT SECTOR HEALTH CARE SPD ETF
SBDR SBI HEALTHCARE
81369Y209
19
142
SH
SOLE
0
0
142
SELECT SECTOR INDUSTRIALSPDR ETF IV
SBDR SBI INT-INDS
81369Y704
6
59
SH
SOLE
0
0
59
SELECT STR FINANCIAL SELECT S ETF IV
SBDR FINANCIAL
81369Y605
18
476
SH
SOLE
0
0
476
SERVICE NOW INC
COM
81762P102
16
28
SH
SOLE
0
0
28
SERVICE PPTYS TR REIT
COM SH BEN INT
81761L102
7
800
SH
SOLE
0
0
800
SPDR FUND CONSUMER DISCRE SEL
SPDR CONS DISCR
81369Y407
17
94
SH
SOLE
0
0
94
SPDR INDEX SHARES EMERG MARKT
SHS PORTFOLIO EMG MK
78463X509
4
93
SH
SOLE
0
0
93
SPDR PORTFOLIO DVLPD WRLD EX-USA
SHS PORTFOLIO DEVLPD
78463X889
8
232
SH
SOLE
0
0
232
SPDR S&P 500 ETF
SPDR S&P 500 ETF
78468R796
2252
4982
SH
SOLE
0
0
4982
SPDR S&P DIVIDEND ETF IV
S&P DIVID ETF
78464A763
157
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF IV
UTSER1 S&PDCRP
78467Y107
416
847
SH
SOLE
0
0
847
SQUARE INC
CL A
852234103
54
400
SH
SOLE
0
0
400
STARBUCKS CORP
COM
855244109
2089
22968
SH
SOLE
0
0
22968
SYNOVUS FINL CO
COM
871607107
280
5717
SH
SOLE
0
0
5717
TAIWAN SEMICONDUCTR
SPONSORED ADR
874039100
1612
15458
SH
SOLE
0
0
15458
TECHNOLOGY SELECT SECTORSPDR
SPDR TECHNOLOGY
81369Y803
34
212
SH
SOLE
0
0
212
THE COCA-COLA CO
COM
191216100
130
2102
SH
SOLE
0
0
2102
TORONTO-DOMINION BK F
COM NEW
891160509
53
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
054937107
267
4711
SH
SOLE
0
0
4711
UBER TECHNOLOGIES INC
COM
90353T100
1145
32086
SH
SOLE
0
0
32086
ULTA BEAUTY INC.
COM
903845303
40
100
SH
SOLE
0
0
100
UNITED PARCEL SRVC
CL B
911312106
21
100
SH
SOLE
0
0
100
UNITEDHEALTH GRP INC
COM
91324P102
3098
6075
SH
SOLE
0
0
6075
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
424
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
393
6817
SH
SOLE
0
0
6817
VANGUARD FTSE DEVELOPED MKTS ETF
FTSE DEVMKT ETF
921943858
115
2390
SH
SOLE
0
0
2390
VANGUARD FTSE EMERGING MARK ETF IV
EMERGING MKT ETF
922042858
68
1470
SH
SOLE
0
0
1470
VANGUARD FTSE PACIFIC
FTSE PACIFIC ETF
922042866
18
242
SH
SOLE
0
0
242
VANGUARD MID CAP ETF
MID CAP ETF
922908629
4
16
SH
SOLE
0
0
16
VANGUARD MID CAP VALUE ETF IV
MID CAP ETF
922908512
33
221
SH
SOLE
0
0
221
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
32946
79267
SH
SOLE
0
0
79267
VANGUARD SHORT-TERM BONDETF
SHORT TRM BOND ETF
921937827
77
991
SH
SOLE
0
0
991
VANGUARD SHRT INF PROT SEC INDEX ETF
SHORT TRM IDX ETF
922020805
13
245
SH
SOLE
0
0
245
VANGUARD SMALL CAP ETF
SMALL CP ETF
922908751
958
4506
SH
SOLE
0
0
4506
VANGUARD SMALL CAP VALUEETF IV
SMALL CAP ETF
922908611
28
160
SH
SOLE
0
0
160
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
322
4044
SH
SOLE
0
0
4044
VANGUARD TOTAL INTERNATIONAL BND ETF
INTL BD IDX ETF
92203J407
122
2334
SH
SOLE
0
0
2334
VANGUARD TOTAL INTERNATIONAL STK ETF
TL INTL tl STK ETF
921909768
808
13520
SH
SOLE
0
0
13520
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT ETF
922908769
334
1465
SH
SOLE
0
0
1465
VERICEL CORP
COM
92346J108
8
211
SH
SOLE
0
0
211
VERIZON COMMUNICATN
COM
92343V104
5
100
SH
SOLE
0
0
100
VISA INC
CL A
92826C839
4023
18141
SH
SOLE
0
0
18141
WALMART INC
COM
931142103
19
128
SH
SOLE
0
0
128
WALT DISNEY CO
COM
254687106
1977
14416
SH
SOLE
0
0
14416
WELLS FARGO & CO
COM NEW
949746101
74
1520
SH
SOLE
0
0
1520
WENDYS CO
COM
95058W100
11
478
SH
SOLE
0
0
478
WESTERN ALLIANCE BNC
COM
957638109
8
91
SH
SOLE
0
0
91
CREE, INC
COM
225447101
8
66
SH
SOLE
0
0
66
WORKDAY INC
CL A
98138H101
50
209
SH
SOLE
0
0
209
XERIS PHARMACEUTICALS IN
COM
98422L107
2
803
SH
SOLE
0
0
803
ZEBRA TECHNOLOGIES
CL A
989207105
9
21
SH
SOLE
0
0
21
ZIMMER BIOMET HLDGS
COM
98956P102
38
300
SH
SOLE
0
0
300
ZOETIS INC
CL A
98978V103
20
108
SH
SOLE
0
0
108