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