Chief Compliance Officer

0001802136-22-000004.txt : 20221018 0001802136-22-000004.hdr.sgml : 20221018 20221018101251 ACCESSION NUMBER: 0001802136-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221018 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221018 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: 221315161 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 09-30-2022 09-30-2022 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 10-18-2022 0 172 133597 false INFORMATION TABLE 2 iragroup13fhldgtable2022.09.xml Q3 13F HOLDINGS 3M CO COM 88579Y101 1281 11592 SH SOLE 0 0 11592 ABBOTT LABORATORIES COM 002824100 86 888 SH SOLE 0 0 888 ABBVIE INC COM 00287Y109 160 1193 SH SOLE 0 0 1193 ACCENTURE PLC SHS Class A G1151C101 25 97 SH SOLE 0 0 97 ADOBE INC COM 00724F101 20 74 SH SOLE 0 0 74 ADVANCED MICRO DEVIC COM 007903107 56 890 SH SOLE 0 0 890 AIR PROD & CHEMICALS COM 009158106 43 185 SH SOLE 0 0 185 ALCOA CORP COM 013872106 34 1019 SH SOLE 0 0 1019 ALPHABET INC. CAP STK CL A 02079K305 4051 42354 SH SOLE 0 0 42354 ALPHABET INC. CAP STK CL C 02079K107 371 3860 SH SOLE 0 0 3860 ALTRIA GROUP INC COM 02209S103 48 1197 SH SOLE 0 0 1197 AMAZON.COM INC COM 023135106 4618 40868 SH SOLE 0 0 40868 AMGEN INC. COM 031162100 136 604 SH SOLE 0 0 604 APPLE INC COM 037833100 11935 86362 SH SOLE 0 0 86362 ATLASSIAN CORP PLC CL A G06242104 9 45 SH SOLE 0 0 45 AUTODESK INC COM 052769106 18 97 SH SOLE 0 0 97 BANK OF AMERICA CORP COM 060505104 141 4661 SH SOLE 0 0 4661 BECTON DICKINSON&CO COM 075887109 1831 8218 SH SOLE 0 0 8218 BERKSHIRE HATHAWAY CL B NEW 084670702 2010 7527 SH SOLE 0 0 7527 BLACKROCK INC COM 09247X101 2843 5166 SH SOLE 0 0 5166 BOEING CO COM 097023105 107 885 SH SOLE 0 0 885 BRISTOL-MYERS SQUIBB COM 110122108 83 1170 SH SOLE 0 0 1170 BROADCOM INC COM 11135F101 16 37 SH SOLE 0 0 37 BROOKFIELD ASSET MGM CL A EXCH LT VTG G16169107 92 2250 SH SOLE 0 0 2250 CARMAX INC COM 143130102 1141 17285 SH SOLE 0 0 17285 CATERPILLAR INC COM 149123101 2 10 SH SOLE 0 0 10 CHARLES SCHWAB CORP COM 808513105 3716 51701 SH SOLE 0 0 51701 CHECK PT SOFTWARE ORD M22465104 34 300 SH SOLE 0 0 300 CHEVRON CORP COM 166764100 101 703 SH SOLE 0 0 703 CHOICE HOTELS INTL COM 169905106 1018 9295 SH SOLE 0 0 9295 CHUBB LTD COM H1467J104 2384 13105 SH SOLE 0 0 13105 CIRRUS LOGIC INC COM 172755100 21 300 SH SOLE 0 0 300 CISCO SYSTEMS INC COM 17275R102 12 301 SH SOLE 0 0 301 CITIGROUP INC COM NEW 172967424 53 1268 SH SOLE 0 0 1268 COLGATE-PALMOLIVE CO COM 194162103 82 1171 SH SOLE 0 0 1171 COMCAST HOLDINGS INC CL A 20030N101 1738 59244 SH SOLE 0 0 59244 CORTEVA INC COM 22052L104 4 66 SH SOLE 0 0 66 COSTCO WHOLESALE CO COM 22160K105 1774 3756 SH SOLE 0 0 3756 CROWDSTRIKE HLDGS INC CL A 22788C105 8 50 SH SOLE 0 0 50 DELTA AIR LINES INC DEL COM NEW 247361702 950 33855 SH SOLE 0 0 33855 DEXCOM INC COM 252131107 8 100 SH SOLE 0 0 100 DOMINION ENERGY INC COM 25746U109 81 1165 SH SOLE 0 0 1165 DOW INC COM 260557103 3 66 SH SOLE 0 0 66 DRAFTKINGS INC NEW COM CL A 26142V105 4 288 SH SOLE 0 0 288 DUKE ENERGY CORP COM NEW 26441C204 76 820 SH SOLE 0 0 820 DUPONT DE NEMOURS INC IA COM 26614N102 3 66 SH SOLE 0 0 66 EDWARDS LIFESCIENCES COM 28176E108 50 600 SH SOLE 0 0 600 EMERSON ELECTRIC CO COM 291011104 7 100 SH SOLE 0 0 100 ENBRIDGE INC COM 29250N105 76 2045 SH SOLE 0 0 2045 ENSTAR GROUP LTD SHS G3075P101 62 363 SH SOLE 0 0 363 ENTERPRISE PRODS PART LP COM 293792107 2 98 SH SOLE 0 0 98 FEDEX CORP COM 31428X106 174 1171 SH SOLE 0 0 1171 GARTNER INC COM 366651107 12 43 SH SOLE 0 0 43 GENERAL DYNAMICS CO COM 369550108 1874 8831 SH SOLE 0 0 8831 GENERAL ELECTRIC CO COM 369604301 811 13106 SH SOLE 0 0 13106 GENERAL MILLS INC COM 370334104 105 1370 SH SOLE 0 0 1370 GENERAL MOTORS CO COM 37045V100 9 265 SH SOLE 0 0 265 GILEAD SCIENCES INC COM 375558103 19 300 SH SOLE 0 0 300 GSK PLC ADR SPON ADR 37733W204 14 480 SH SOLE 0 0 480 GLOBE LIFE INC COM 37959E102 22 225 SH SOLE 0 0 225 GOLDMAN SACHS GROUP COM 38141G104 41 139 SH SOLE 0 0 139 HALEON PLC SPON ADS 405552100 4 600 SH SOLE 0 0 600 HARLEY DAVIDSON INC COM 412822108 5 129 SH SOLE 0 0 129 HOME DEPOT INC COM 437076102 653 2368 SH SOLE 0 0 2368 HONEYWELL INTL INC COM 438516106 1942 11631 SH SOLE 0 0 11631 HORMEL FOODS CORP COM 440452100 33 728 SH SOLE 0 0 728 IDEXX LABS INC COM 45168D104 9 27 SH SOLE 0 0 27 INDEPENDENCE REALTY REIT COM 45378A106 654 39098 SH SOLE 0 0 39098 INVSC QQQ TRUST SRS 1 ETF UNIT SER 1 46090E103 299 1118 SH SOLE 0 0 1118 IQVIA HOLDINGS INC COM 46266C105 3068 16937 SH SOLE 0 0 16937 ISHARES BIOTECHNOLOGY ETF NASDAX BIOTECH 464287556 75 642 SH SOLE 0 0 642 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 644 1797 SH SOLE 0 0 1797 ISHARES CORE S&P MID-CAPETF CORE S&P MCP ETF 464287507 499 2278 SH SOLE 0 0 2278 ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804 150 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 7 35 SH SOLE 0 0 35 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 413 7135 SH SOLE 0 0 7135 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 327 2545 SH SOLE 0 0 2545 ISHARES S&P SMALL CAP 600 ETF SP SMCP600VL ETF 464287879 107 1294 SH SOLE 0 0 1294 ISHARES S&P SMLL CAP 600GRTH ETF S&P SML 600 GWT 464287887 127 1252 SH SOLE 0 0 1252 ISHARES SELECT DIVIDEND ETF SELECT DIVIDEND ETF 464287168 107 1000 SH SOLE 0 0 1000 JOHNSON & JOHNSON COM 478160104 2474 15144 SH SOLE 0 0 15144 JPMORGAN CHASE & CO COM 46625H100 2603 24909 SH SOLE 0 0 24909 LAB CO OF AMER HLDG COM NEW 50540R409 1163 5680 SH SOLE 0 0 5680 LILLY ELI & CO COM 532457108 966 2989 SH SOLE 0 0 2989 LOWES COMPANIES INC COM 548661107 212 1132 SH SOLE 0 0 1132 LPL FINL HLDGS COM 50212V100 5 23 SH SOLE 0 0 23 LULULEMON ATHLETICA COM 550021109 8 28 SH SOLE 0 0 28 MASTERCARD INC CL A 57636Q104 3816 13421 SH SOLE 0 0 13421 MATCH GROUP INC NEW COM 57667L107 7 142 SH SOLE 0 0 142 MCDONALDS CORP COM 580135101 5 23 SH SOLE 0 0 23 MEDTRONIC PLC SHS G5960L103 9 109 SH SOLE 0 0 109 MERCADOLIBRE INC COM 58733R102 8 10 SH SOLE 0 0 10 MERCK & CO. INC. 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