0001802136-23-000001.txt : 20230131 0001802136-23-000001.hdr.sgml : 20230131 20230131104749 ACCESSION NUMBER: 0001802136-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23570747 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 X0202 13F-HR LIVE false false false 0001802136 XXXXXXXX 12-31-2022 12-31-2022 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 01-31-2023 0 195 152289948 false
INFORMATION TABLE 2 iragroup13fhldgtable2022.12.xml Q4 2022 13F HOLDINGS 3M CO COM 88579Y101 1083957 9039 SH SOLE 0 0 9039 ABBOTT LABORATORIES COM 002824100 97494 888 SH SOLE 0 0 888 ABBVIE INC COM 00287Y109 192801 1193 SH SOLE 0 0 1193 ACCENTURE PLC SHS Class A G1151C101 25883 97 SH SOLE 0 0 97 ADOBE INC COM 00724F101 24903 74 SH SOLE 0 0 74 ADVANCED MICRO DEVIC COM 007903107 57645 890 SH SOLE 0 0 890 AIR PROD & CHEMICALS COM 009158106 57028 185 SH SOLE 0 0 185 ALCOA CORP COM 013872106 46334 1019 SH SOLE 0 0 1019 ALLBIRDS INC COM 01675A109 736 304 SH SOLE 0 0 304 ALPHABET INC. CAP STK CL A 02079K305 3680603 41716 SH SOLE 0 0 41716 ALPHABET INC. CAP STK CL C 02079K107 342498 3860 SH SOLE 0 0 3860 ALTRIA GROUP INC COM 02209S103 54715 1197 SH SOLE 0 0 1197 AMAZON.COM INC COM 023135106 3274236 38979 SH SOLE 0 0 38979 AMGEN INC. COM 031162100 158635 604 SH SOLE 0 0 604 APPLE INC COM 037833100 11194328 86156 SH SOLE 0 0 86156 ATLASSIAN CORP CL A G06242104 5791 45 SH SOLE 0 0 45 AUTODESK INC COM 052769106 18126 97 SH SOLE 0 0 97 BANK AMERICA CORP COM 060505104 154372 4661 SH SOLE 0 0 4661 BECTON DICKINSON&CO COM 075887109 1967011 7735 SH SOLE 0 0 7735 BERKSHIRE HATHAWAY CL B NEW 084670702 2325090 7527 SH SOLE 0 0 7527 BLACKROCK INC COM 09247X101 3657657 5161 SH SOLE 0 0 5161 BLOCK INC CL A 852234103 6158 98 SH SOLE 0 0 98 BOEING CO COM 097023105 168584 885 SH SOLE 0 0 885 BRISTOL-MYERS SQUIBB COM 110122108 84182 1170 SH SOLE 0 0 1170 BROADCOM INC COM 11135F101 20688 37 SH SOLE 0 0 37 BROOKFIELD ASSET MANAG CL A EXCH LT VTG G16169107 16199 565 SH SOLE 0 0 565 BROOKFIELD BUSINESS CO CL A EXC SUB VTG 11259V106 282 15 SH SOLE 0 0 15 BROOKFIELD BUSINESS P LP UNIT LTD L P G16234109 509 30 SH SOLE 0 0 30 BROOKFIELD CORP CL A LTD VT SH 11271J107 70785 2250 SH SOLE 0 0 2250 BROOKFIELD REINSURANCE CL A EXCH LT VTG G16169107 469 15 SH SOLE 0 0 15 CANOPY GROWTH CORP COM 138035100 781 338 SH SOLE 0 0 338 CARMAX INC COM 143130102 752296 12355 SH SOLE 0 0 12355 CATERPILLAR INC COM 149123101 2396 10 SH SOLE 0 0 10 CHARLES SCHWAB CORP COM 808513105 4274942 51344 SH SOLE 0 0 51344 CHECK PT SOFTWARE ORD M22465104 37848 300 SH SOLE 0 0 300 CHEVRON CORP COM 166764100 126181 703 SH SOLE 0 0 703 CHOICE HOTELS INTL COM 169905106 1046994 9295 SH SOLE 0 0 9295 CHUBB LTD COM H1467J104 2885889 13082 SH SOLE 0 0 13082 CIRRUS LOGIC INC COM 172755100 22344 300 SH SOLE 0 0 300 CISCO SYSTEMS INC COM 17275R102 14340 301 SH SOLE 0 0 301 CITIGROUP INC COM NEW 172967424 50567 1118 SH SOLE 0 0 1118 COLGATE-PALMOLIVE CO COM 194162103 92263 1171 SH SOLE 0 0 1171 COMCAST CORP NEW CL A 20030N101 1733113 49560 SH SOLE 0 0 49560 CORTEVA INC COM 22052L104 3879 66 SH SOLE 0 0 66 COSTCO WHOLESALE CO COM 22160K105 1576751 3454 SH SOLE 0 0 3454 CROWDSTRIKE HLDGS INC CL A 22788C105 5265 50 SH SOLE 0 0 50 DELTA AIR LINES INC DEL COM NEW 247361702 1077775 32799 SH SOLE 0 0 32799 DEXCOM INC COM 252131107 11324 100 SH SOLE 0 0 100 DIAMONDBACK ENERGY COM 25278X109 547 4 SH SOLE 0 0 4 DOMINION ENERGY INC COM 25746U109 53042 865 SH SOLE 0 0 865 DOW INC COM 260557103 3326 66 SH SOLE 0 0 66 DRAFTKINGS INC NEW COM CL A 26142V105 1811 159 SH SOLE 0 0 159 DUKE ENERGY CORP COM NEW 26441C204 85135 826 SH SOLE 0 0 826 DUPONT DE NEMOURS INC IA COM 26614N102 4530 66 SH SOLE 0 0 66 EDWARDS LIFESCIENCES COM 28176E108 44766 600 SH SOLE 0 0 600 EMERSON ELECTRIC CO COM 291011104 9606 100 SH SOLE 0 0 100 ENBRIDGE INC COM 29250N105 69794 1785 SH SOLE 0 0 1785 ENSTAR GROUP LTD SHS G3075P101 66077 286 SH SOLE 0 0 286 ENTERPRISE PRODS PART LP COM 293792107 2364 98 SH SOLE 0 0 98 FEDEX CORP COM 31428X106 202817 1171 SH SOLE 0 0 1171 FIDELITY INTERNATIONAL MULTIFACT ETF METAVERSE ETF 316092535 14345 593 SH SOLE 0 0 593 GARTNER INC COM 366651107 14454 43 SH SOLE 0 0 43 GENERAL DYNAMICS CO COM 369550108 2196270 8852 SH SOLE 0 0 8852 GENERAL ELECTRIC CO COM 369604301 1065333 12714 SH SOLE 0 0 12714 GENERAL MILLS INC COM 370334104 114875 1370 SH SOLE 0 0 1370 GENERAL MOTORS CO COM 37045V100 8915 265 SH SOLE 0 0 265 GILEAD SCIENCES INC COM 375558103 25755 300 SH SOLE 0 0 300 GLOBE LIFE INC COM 37959E102 27124 225 SH SOLE 0 0 225 GOLDMAN SACHS GROUP COM 38141G104 47730 139 SH SOLE 0 0 139 GSK PLC ADR FSPONSORED ADR SPONSORED ADR 37733W204 16867 480 SH SOLE 0 0 480 HALEON PLC FSPONSORED ADR SPON ADS 405552100 4800 600 SH SOLE 0 0 600 HARLEY DAVIDSON INC COM 412822108 5408 130 SH SOLE 0 0 130 HOME DEPOT INC COM 437076102 747956 2368 SH SOLE 0 0 2368 HONEYWELL INTL INC COM 438516106 2498099 11657 SH SOLE 0 0 11657 HORMEL FOODS CORP COM 440452100 33160 728 SH SOLE 0 0 728 IDEXX LABS INC COM 45168D104 11015 27 SH SOLE 0 0 27 INDEPENDENCE REALTY REIT COM 45378A106 659192 39098 SH SOLE 0 0 39098 INNOVATIVE INDUSTRIAL PRREIT COM 45781V101 203 2 SH SOLE 0 0 2 INVSC QQQ TRUST SRS 1 ETF UNIT SER 1 46090E103 297701 1118 SH SOLE 0 0 1118 IQVIA HOLDINGS INC COM 46266C105 3450757 16842 SH SOLE 0 0 16842 ISHARES BIOTECHNOLOGY ETF ISHARES BIOTECH 464287556 84288 642 SH SOLE 0 0 642 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 731920 1905 SH SOLE 0 0 1905 ISHARES CORE S&P MID-CAPETF CORE S&P MCP ETF 464287507 551025 2278 SH SOLE 0 0 2278 ISHARES CORE S&P SMALL CAP ETF CORE S&P SCP ETF 464287804 162875 1721 SH SOLE 0 0 1721 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ETF 464287226 7662 79 SH SOLE 0 0 79 ISHARES MSCI CHINA ETF CHINA SM-CAP ETF 46429B671 95 2 SH SOLE 0 0 2 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 4201 64 SH SOLE 0 0 64 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 7498 35 SH SOLE 0 0 35 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 417398 7135 SH SOLE 0 0 7135 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 369203 2545 SH SOLE 0 0 2545 ISHARES S&P SMALL CAP 600 ETF SP SMCP600VL ETF 464287879 118155 1294 SH SOLE 0 0 1294 ISHARES S&P SMLL CAP 600GRTH ETF S&P SML 600 GWT 464287887 152487 1411 SH SOLE 0 0 1411 ISHARES SELECT DIVIDEND ETF SELECT DIVIDEND ETF 464287168 120600 1000 SH SOLE 0 0 1000 JOHNSON & JOHNSON COM 478160104 2672869 15130 SH SOLE 0 0 15130 JPMORGAN CHASE & CO COM 46625H100 3255009 24273 SH SOLE 0 0 24273 LAB CO OF AMER HLDG COM NEW 50540R409 1165626 4950 SH SOLE 0 0 4950 LILLY ELI & CO COM 532457108 1093496 2989 SH SOLE 0 0 2989 LOWES COMPANIES INC COM 548661107 225540 1132 SH SOLE 0 0 1132 LPL FINL HLDGS COM 50212V100 4972 23 SH SOLE 0 0 23 LULULEMON ATHLETICA COM 550021109 8971 28 SH SOLE 0 0 28 MASTERCARD INC CL A 57636Q104 4651665 13377 SH SOLE 0 0 13377 MATCH GROUP INC NEW COM 57667L107 5892 142 SH SOLE 0 0 142 MCDONALDS CORP COM 580135101 6282 23 SH SOLE 0 0 23 MEDTRONIC PLC SHS G5960L103 8471 109 SH SOLE 0 0 109 MERCADOLIBRE INC COM 58733R102 8462 10 SH SOLE 0 0 10 MERCK & CO. INC. COM 58933Y105 273159 2462 SH SOLE 0 0 2462 META PLATFORMS INC CL A 30303M102 1049485 8721 SH SOLE 0 0 8721 MFA FINL, INC. REIT NOTE 55272X607 1162 118 SH SOLE 0 0 118 MICRON TECHNOLOGY COM 595112103 50 1 SH SOLE 0 0 1 MICROSOFT CORP COM 594918104 6386649 26631 SH SOLE 0 0 26631 MODERNA INC COM 60770K107 180 1 SH SOLE 0 0 1 MOHAWK INDUSTRIES COM 608190104 89443 875 SH SOLE 0 0 875 MONDELEZ INTL CL A 609207105 107107 1607 SH SOLE 0 0 1607 MR COOPER GROUP INC COM 62482R107 40 1 SH SOLE 0 0 1 MURPHY USA INC COM 626755102 17052 61 SH SOLE 0 0 61 NIKE INC CL B 654106103 192900 1648 SH SOLE 0 0 1648 NOVARTIS AG FSPONSORED ADR SPONSORED ADR 66987V109 165564 1825 SH SOLE 0 0 1825 NOVO-NORDISK A S FSPONSORED ADR ADR 670100205 29233 216 SH SOLE 0 0 216 NUVEEN MUNICIPAL VALUE C COM 670928100 34013 3955 SH SOLE 0 0 3955 NVIDIA CORP COM 67066G104 1828358 12511 SH SOLE 0 0 12511 O REILLY AUTOMOTIVE COM 67103H107 13504 16 SH SOLE 0 0 16 OCCIDENTAL PETROL CO COM 674599105 13984 222 SH SOLE 0 0 222 ORACLE CORP COM 68389X105 26402 323 SH SOLE 0 0 323 ORGANON & CO COMMON STOCK 68622V106 5726 205 SH SOLE 0 0 205 ORION OFFICE REIT INC REIT COM 68629Y103 427 50 SH SOLE 0 0 50 PALO ALTO NETWORKS COM 697435105 227729 1632 SH SOLE 0 0 1632 PAYPAL HOLDINGS INCORPOR COM 70450Y103 1584431 22247 SH SOLE 0 0 22247 PELOTON INTERACTIVE INC CL A COM 70614W100 2128 268 SH SOLE 0 0 268 PENN ENTMT INC COM 707569109 10098 340 SH SOLE 0 0 340 PEPSICO INC COM 713448108 15898 88 SH SOLE 0 0 88 PERFORMANCE FOOD GROUP C COM 71377A103 29195 500 SH SOLE 0 0 500 PFIZER INC COM 717081103 3385734 66076 SH SOLE 0 0 66076 PHILIP MORRIS INTL COM 718172109 1983210 19595 SH SOLE 0 0 19595 PNC FINL SERVICES COM 693475105 77075 488 SH SOLE 0 0 488 PROCTER & GAMBLE COM 742718109 1535606 10132 SH SOLE 0 0 10132 PROLOGIS INC. REIT COM 74340W103 113 1 SH SOLE 0 0 1 PRUDENTIAL FINL COM 744320102 9946 100 SH SOLE 0 0 100 REALTY INCOME CORP REIT COM 756109104 82459 1300 SH SOLE 0 0 1300 REVOLVE GROUP INC CL A 76156B107 6255 281 SH SOLE 0 0 281 ROBLOX CORP CL A 771049103 285 10 SH SOLE 0 0 10 SALESFORCE INC COM 79466L302 1287847 9713 SH SOLE 0 0 9713 SEA LTD FUNSPONSORED ADR SPONSORD ADS 81141R100 6035 116 SH SOLE 0 0 116 SELECT SECTOR HEALTH CARE SPDR ETF SBI HEALTHCARE 81369Y209 19291 142 SH SOLE 0 0 142 SELECT STR FINANCIAL SELECT SPDR ETF FINANCIAL 81369Y605 16279 476 SH SOLE 0 0 476 SERVICE NOW INC COM 81762P102 19025 49 SH SOLE 0 0 49 SHOPIFY INC CL A 82509L107 7636 220 SH SOLE 0 0 220 SNOWFLAKE INC CL A 833445109 431 3 SH SOLE 0 0 3 SOFI TECHNOLOGIES INC NOTE 83406F102 2065 448 SH SOLE 0 0 448 SOLAREDGE TECH COM 83417M104 10764 38 SH SOLE 0 0 38 SPDR FUND CONSUMER DISCRE SELECT ETF SBI CONS DISCR 81369Y407 12141 94 SH SOLE 0 0 94 SPDR INDEX SHARES EMERG MARKT ETF PORTFOLIO EMG MK 78463X509 4713 143 SH SOLE 0 0 143 SPDR PORTFOLIO DVLPD WRLD EX-US ETF PORTFOLIO DEVLPD 78463X889 9798 330 SH SOLE 0 0 330 SPDR S&P 500 ETF SPDR S&P 500 ETF 78468R796 2037587 5328 SH SOLE 0 0 5328 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 153510 1227 SH SOLE 0 0 1227 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 375043 847 SH SOLE 0 0 847 STARBUCKS CORP COM 855244109 2592843 26137 SH SOLE 0 0 26137 STATE STREET CORP COM 857477103 11015 142 SH SOLE 0 0 142 SYNOVUS FINL CO COM 871607107 214673 5717 SH SOLE 0 0 5717 TAIWAN SEMICONDUCTR FSPONSORED ADR SPONSORED ADR 874039100 930380 12490 SH SOLE 0 0 12490 TECHNOLOGY SELECT SECTORSPDR ETF TECHNOLOGY 81369Y803 26381 212 SH SOLE 0 0 212 THE COCA-COLA CO COM 191216100 214811 3377 SH SOLE 0 0 3377 TORONTO DOMINION BANK F COM NEW 891160509 43195 667 SH SOLE 0 0 667 TRUIST FINL CORP COM 89832Q109 203771 4735 SH SOLE 0 0 4735 UBER TECHNOLOGIES INC COM 90353T100 1191368 48175 SH SOLE 0 0 48175 UNITED PARCEL SRVC CL B 911312106 17384 100 SH SOLE 0 0 100 UNITEDHEALTH GRP INC COM 91324P102 3382018 6379 SH SOLE 0 0 6379 VANGUARD ENERGY ETF ENERGY ETF 92204A306 480875 3965 SH SOLE 0 0 3965 VANGUARD FTSE ALL WORLD EX US ETF ALLWRLD EX US ETF 922042775 464046 9255 SH SOLE 0 0 9255 VANGUARD FTSE DEVELOPED MARKETS ETF VAN FTSE DEV MKT 921943858 7748 184 SH SOLE 0 0 184 VANGUARD MID CAP ETF MID CAP ETF 922908629 7949 39 SH SOLE 0 0 39 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 33036472 94029 SH SOLE 0 0 94029 VANGUARD SHORT-TERM BONDETF SHORT TRM BOND 921937827 74602 991 SH SOLE 0 0 991 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3785609 20625 SH SOLE 0 0 20625 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MKT 921937835 4173617 58096 SH SOLE 0 0 58096 VANGUARD TOTAL INTERNATIONAL BND ETF TOTAL INT BD ETF 92203J407 60616 1278 SH SOLE 0 0 1278 VANGUARD TOTAL INTERNATIONAL STOCK E VG TL INTL STK F 921909768 2488027 48105 SH SOLE 0 0 48105 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 2677 14 SH SOLE 0 0 14 VANGUARD VALUE ETF VALUE ETF 922908744 8141 58 SH SOLE 0 0 58 VERIZON COMMUNICATN COM 92343V104 3940 100 SH SOLE 0 0 100 VISA INC COM CL A 92826C839 3974501 19130 SH SOLE 0 0 19130 VIATRIS INC COM 92556V106 223 20 SH SOLE 0 0 20 VIRGIN GALACTIC HLDGS INCLASS COM 92766K106 70 20 SH SOLE 0 0 20 WABTEC COM 929740108 599 6 SH SOLE 0 0 6 WALGREENS BOOTS ALLI COM 931427108 37 1 SH SOLE 0 0 1 WALMART INC COM 931142103 18415 129 SH SOLE 0 0 129 WALT DISNEY CO COM 254687106 1092709 12577 SH SOLE 0 0 12577 WELLS FARGO & CO COM NEW 949746101 50580 1225 SH SOLE 0 0 1225 WOLFSPEED INC COM 977852102 4557 66 SH SOLE 0 0 66 WORKDAY INC CL A 98138H101 34972 209 SH SOLE 0 0 209 XERIS PHARMACEUTICALS IN COM NEW 98421M106 536 403 SH SOLE 0 0 403 ZETA GLOBAL HOLDINGS COR CL A 98956A105 361612 44261 SH SOLE 0 0 44261 ZIMMER BIOMET HLDGS COM 98956P102 38250 300 SH SOLE 0 0 300 ZIMVIE INC COM 98888T107 280 30 SH SOLE 0 0 30 ZOETIS INC CL A 98978V103 15827 108 SH SOLE 0 0 108 ZOOM VIDEO COMMUNICATIONCLASS CL A 98980L101 6774 100 SH SOLE 0 0 100