Chief Compliance Officer

0001802136-22-000003.txt : 20220719 0001802136-22-000003.hdr.sgml : 20220719 20220719102339 ACCESSION NUMBER: 0001802136-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 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: 221090635 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 06-30-2022 06-30-2022 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 07-19-2022 0 177 138235 false INFORMATION TABLE 2 iragroup13fhldgtable2022.06.xml Q2 13F HOLDINGS 3M CO COM 88579Y101 1282 9910 SH SOLE 0 0 9910 ABBOTT LABORATORIES COM 002824100 96 888 SH SOLE 0 0 888 ABBVIE INC COM 00287Y109 183 1193 SH SOLE 0 0 1193 ACCENTURE PLC SHS Class A G1151C101 27 97 SH SOLE 0 0 97 ADOBE INC COM 00724F101 27 74 SH SOLE 0 0 74 ADVANCED MICRO DEVIC COM 007903107 68 890 SH SOLE 0 0 890 AIR PROD & CHEMICALS COM 009158106 44 185 SH SOLE 0 0 185 ALCOA CORP COM 013872106 46 1019 SH SOLE 0 0 1019 ALLBIRDS INC COM CL A 01675A109 1 304 SH SOLE 0 0 304 ALPHABET INC. CL A 02079K305 4535 2081 SH SOLE 0 0 2081 ALPHABET INC. CL C 02079K107 422 193 SH SOLE 0 0 193 ALTRIA GROUP INC COM 02209S103 50 1197 SH SOLE 0 0 1197 AMAZON.COM INC COM 023135106 4313 40604 SH SOLE 0 0 40604 AMGEN INC. COM 031162100 147 604 SH SOLE 0 0 604 APPLE INC COM 037833100 11813 86403 SH SOLE 0 0 86403 ATLASSIAN CORP PLC CL A G06242104 8 45 SH SOLE 0 0 45 AUTODESK INC COM 052769106 17 97 SH SOLE 0 0 97 BANK OF AMERICA CORP COM 060505104 145 4661 SH SOLE 0 0 4661 BECTON DICKINSON&CO COM 075887109 1992 8081 SH SOLE 0 0 8081 BERKSHIRE HATHAWAY CL B NEW 084670702 2057 7536 SH SOLE 0 0 7536 BLACKROCK INC COM 09247X101 3054 5015 SH SOLE 0 0 5015 BOEING CO COM 097023105 121 885 SH SOLE 0 0 885 BRISTOL-MYERS SQUIBB COM 110122108 90 1170 SH SOLE 0 0 1170 BROADCOM INC COM 11135F101 18 37 SH SOLE 0 0 37 BROOKFIELD ASSET MGM CL A G16169107 100 2250 SH SOLE 0 0 2250 CARMAX INC COM 143130102 1390 15363 SH SOLE 0 0 15363 CATERPILLAR INC COM 149123101 2 10 SH SOLE 0 0 10 CHARLES SCHWAB CORP COM 808513105 3132 49573 SH SOLE 0 0 49573 CHECK PT SOFTWARE COM M22465104 37 300 SH SOLE 0 0 300 CHEVRON CORP COM 166764100 102 703 SH SOLE 0 0 703 CHOICE HOTELS INTL COM 169905106 427 3823 SH SOLE 0 0 3823 CHUBB LTD COM H1467J104 2475 12591 SH SOLE 0 0 12591 CIRRUS LOGIC INC COM 172755100 22 300 SH SOLE 0 0 300 CISCO SYSTEMS INC COM 17275R102 13 301 SH SOLE 0 0 301 CITIGROUP INC COM NEW 172967424 58 1268 SH SOLE 0 0 1268 COLGATE-PALMOLIVE CO COM 194162103 92 1171 SH SOLE 0 0 1171 COMCAST CORP CL A 20030N101 2251 57358 SH SOLE 0 0 57358 CORTEVA INC COM 22052L104 4 66 SH SOLE 0 0 66 COSTCO WHOLESALE CO COM 22160K105 1707 3562 SH SOLE 0 0 3562 CROWDSTRIKE HLDGS INC CL A 22788C105 8 50 SH SOLE 0 0 50 DELTA AIR LINES INC DEL COM NEW 247367702 724 25008 SH SOLE 0 0 25008 DEXCOM INC COM 252131107 7 100 SH SOLE 0 0 100 DOMINION ENERGY INC COM 25746U109 116 1452 SH SOLE 0 0 1452 DOW INC COM 260557103 3 66 SH SOLE 0 0 66 DRAFTKINGS INC NEW COM CL A 26142R104 3 243 SH SOLE 0 0 243 DUKE ENERGY CORP COM NEW 26441C204 111 1033 SH SOLE 0 0 1033 DUPONT DE NEMOURS INC COM 26614N102 4 66 SH SOLE 0 0 66 EDWARDS LIFESCIENCES COM 28176E108 57 600 SH SOLE 0 0 600 EMERSON ELECTRIC CO COM 291011104 8 100 SH SOLE 0 0 100 ENBRIDGE INC COM 29250N105 26 2045 SH SOLE 0 0 2045 ENSTAR GROUP LTD SHS G3075P101 78 363 SH SOLE 0 0 363 ENTERPRISE PRODS PART LP COM 293792107 2 98 SH SOLE 0 0 98 FEDEX CORP COM 31428X106 265 1171 SH SOLE 0 0 1171 GARTNER INC COM 366651107 10 43 SH SOLE 0 0 43 GENERAL DYNAMICS CO COM 369550108 1916 8658 SH SOLE 0 0 8658 GENERAL ELECTRIC CO COM 369604103 654 10270 SH SOLE 0 0 10270 GENERAL MILLS INC COM 370334104 103 1370 SH SOLE 0 0 1370 GENERAL MOTORS CO COM 37045V100 8 265 SH SOLE 0 0 265 GILEAD SCIENCES INC COM 375558103 19 300 SH SOLE 0 0 300 GSK PLC ADR SPON ADR 37733W105 49 1134 SH SOLE 0 0 1134 GLOBE LIFE INC COM 37959E102 22 225 SH SOLE 0 0 225 GOLDMAN SACHS GROUP COM 38141G104 41 139 SH SOLE 0 0 139 HARLEY DAVIDSON INC COM 412822108 4 129 SH SOLE 0 0 129 HOME DEPOT INC COM 437076102 649 2368 SH SOLE 0 0 2368 HONEYWELL INTL INC COM 438516106 1831 10532 SH SOLE 0 0 10532 HORMEL FOODS CORP COM 440452100 34 728 SH SOLE 0 0 728 IDEXX LABS INC COM 45168D104 9 27 SH SOLE 0 0 27 INDEPENDENCE REALTY REIT COM 45378A106 811 39098 SH SOLE 0 0 39098 INVSC QQQ TRUST SRS 1 ETF UNIT SER 1 46090E103 313 1118 SH SOLE 0 0 1118 IQVIA HOLDINGS INC COM 46266C105 3624 16703 SH SOLE 0 0 16703 ISHARES BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556 76 642 SH SOLE 0 0 642 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 681 1797 SH SOLE 0 0 1797 ISHARES CORE S&P MID CAPETF CORE S&P MCP ETF 464287507 515 2278 SH SOLE 0 0 2278 ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804 159 1721 SH SOLE 0 0 1721 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ETF 464287226 8 79 SH SOLE 0 0 79 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 4 64 SH SOLE 0 0 64 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 8 35 SH SOLE 0 0 35 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 431 7135 SH SOLE 0 0 7135 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 350 2545 SH SOLE 0 0 2545 ISHARES S&P SMALL CAP 600 ETF S&P 600 CAP ETF 464287879 115 1294 SH SOLE 0 0 1294 ISHARES S&P SMLL CAP 600GRTH ETF S&P 600GRTH ETF 464287887 132 1252 SH SOLE 0 0 1252 ISHARES SELECT DIVIDEND ETF SELECT DIVIDEND ETF 464287168 118 1000 SH SOLE 0 0 1000 JOHNSON & JOHNSON COM 478160104 2659 14981 SH SOLE 0 0 14981 JPMORGAN CHASE & CO COM 46625H100 2651 23543 SH SOLE 0 0 23543 KELLOGG CO COM 487836108 26 369 SH SOLE 0 0 369 LAB CO OF AMER HLDG COM NEW 50540R409 1304 5562 SH SOLE 0 0 5562 LILLY ELI & CO COM 532457108 969 2989 SH SOLE 0 0 2989 LOWES COMPANIES INC COM 548661107 198 1132 SH SOLE 0 0 1132 LPL FINL HLDGS COM 50212V100 4 23 SH SOLE 0 0 23 LULULEMON ATHLETICA COM 550021109 8 28 SH SOLE 0 0 28 LYFT INC CL A 55087P104 93 6980 SH SOLE 0 0 6980 MASTERCARD INC CL A 57636Q104 4208 13339 SH SOLE 0 0 13339 MATCH GROUP INC NEW COM 57667L107 10 142 SH SOLE 0 0 142 MCDONALDS CORP COM 580135101 6 24 SH SOLE 0 0 24 MEDTRONIC PLC SHS G5960L103 10 109 SH SOLE 0 0 109 MERCADOLIBRE INC COM 58733R102 6 10 SH SOLE 0 0 10 MERCK & CO. INC. COM 58933Y105 251 2753 SH SOLE 0 0 2753 META PLATFORMS INC CL A 30303M102 1988 12326 SH SOLE 0 0 12326 MFA FINL, INC. 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