0001802136-23-000002.txt : 20230419
0001802136-23-000002.hdr.sgml : 20230419
20230419091829
ACCESSION NUMBER: 0001802136-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230419
DATE AS OF CHANGE: 20230419
EFFECTIVENESS DATE: 20230419
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: 23828606
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
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false
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0001802136
XXXXXXXX
03-31-2023
03-31-2023
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
04-19-2023
0
202
155880360
false
INFORMATION TABLE
2
iragroup13fhldgtable2023.03.xml
ABBOTT LABORATORIES
COM
002824100
89919
888
SH
SOLE
0
0
888
ABBVIE INC
COM
00287Y109
190128
1193
SH
SOLE
0
0
1193
ACCENTURE PLC
SHS Class A
G1151C101
27724
97
SH
SOLE
0
0
97
ADOBE INC
COM
00724F101
1388103
3602
SH
SOLE
0
0
3602
ADVANCED MICRO DEVICES I
COM
007903107
87229
890
SH
SOLE
0
0
890
AIR PROD & CHEMICALS
COM
009158106
53134
185
SH
SOLE
0
0
185
ALCOA CORP
COM
013872106
43369
1019
SH
SOLE
0
0
1019
ALLBIRDS INC
COM
01675A109
365
304
SH
SOLE
0
0
304
ALPHABET INC.
CAP STK CL A
02079K305
4391617
42337
SH
SOLE
0
0
42337
ALPHABET INC.
CAP STK CL C
02079K107
401440
3860
SH
SOLE
0
0
3860
ALTRIA GROUP INC
COM
02209S103
53410
1197
SH
SOLE
0
0
1197
AMAZON.COM INC
COM
023135106
4199255
40655
SH
SOLE
0
0
40655
AMGEN INC.
COM
031162100
146017
604
SH
SOLE
0
0
604
APPLE INC
COM
037833100
14209606
86171
SH
SOLE
0
0
86171
ASML HOLDING N V FSPONSORED ADR
N Y REGISTRY SHS
N07059210
1579928
2321
SH
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0
0
2321
ATLASSIAN CORP
CL A
G06242104
7703
45
SH
SOLE
0
0
45
AUTODESK INC
COM
052769106
20192
97
SH
SOLE
0
0
97
BALL CORP
COM
058498106
55
1
SH
SOLE
0
0
1
BANK OF AMERICA CORP
COM
060505104
133305
4661
SH
SOLE
0
0
4661
BECTON DICKINSON&CO
COM
075887109
2090228
8444
SH
SOLE
0
0
8444
BERKSHIRE HATHAWAY
CL B NEW
084670702
2304968
7465
SH
SOLE
0
0
7465
BLACKROCK INC
COM
09247X101
3450583
5156
SH
SOLE
0
0
5156
BLACKSTONE MTG TR REIT
COM CL A
09257W100
89
5
SH
SOLE
0
0
5
BLOCK INC
CL A
852234103
6728
98
SH
SOLE
0
0
98
BOEING CO
COM
097023105
188001
885
SH
SOLE
0
0
885
BRISTOL-MYERS SQUIBB
COM
110122108
81093
1170
SH
SOLE
0
0
1170
BROADCOM INC
COM
11135F101
23737
37
SH
SOLE
0
0
37
BROOKFIELD ASSET MANAG
CL A EXCH LT VTG
G16169107
18487
565
SH
SOLE
0
0
565
BROOKFIELD BUSINESS CO
CL A EXC SUB VTG
11259V106
297
15
SH
SOLE
0
0
15
BROOKFIELD BUSINESS P LP
UNIT LTD L P
G16234109
559
30
SH
SOLE
0
0
30
BROOKFIELD CORP
CL A LTD VT SH
11271J107
73328
2250
SH
SOLE
0
0
2250
BROOKFIELD REINSURANCE
CL A EXCH LT VTG
G16169107
495
15
SH
SOLE
0
0
15
CANOPY GROWTH CORP
COM
138035100
592
338
SH
SOLE
0
0
338
CARMAX INC
COM
143130102
1228519
19112
SH
SOLE
0
0
19112
CATERPILLAR INC
COM
149123101
2288
10
SH
SOLE
0
0
10
CELSIUS HOLDINGS INC
COM NEW
15118V207
93
1
SH
SOLE
0
0
1
CHARLES SCHWAB CORP
COM
808513105
2685808
51275
SH
SOLE
0
0
51275
CHECK PT SOFTWARE
ORD
M22465104
39000
300
SH
SOLE
0
0
300
CHEVRON CORP
COM
166764100
114701
703
SH
SOLE
0
0
703
CHOICE HOTELS INTL
COM
169905106
1162765
9922
SH
SOLE
0
0
9922
CHUBB LTD
COM
H1467J104
2528418
13021
SH
SOLE
0
0
13021
CIRRUS LOGIC INC
COM
172755100
32814
300
SH
SOLE
0
0
300
CISCO SYSTEMS INC
COM
17275R102
15735
301
SH
SOLE
0
0
301
CITIGROUP INC
COM NEW
172967424
51954
1108
SH
SOLE
0
0
1108
COLGATE-PALMOLIVE CO
COM
194162103
88001
1171
SH
SOLE
0
0
1171
COMCAST CORP
CL A
20030N101
2311752
60980
SH
SOLE
0
0
60980
CORTEVA INC
COM
22052L104
3980
66
SH
SOLE
0
0
66
COSTCO WHOLESALE CO
COM
22160K105
2183744
4395
SH
SOLE
0
0
4395
CROWDSTRIKE HLDGS INC
CL A
22788C105
6863
50
SH
SOLE
0
0
50
DELTA AIR LINES INC DEL
COM NEW
247361702
1186512
33978
SH
SOLE
0
0
33978
DEXCOM INC
COM
252131107
11618
100
SH
SOLE
0
0
100
DIAMONDBACK ENERGY
COM
25278X109
541
4
SH
SOLE
0
0
4
DOMINION ENERGY INC
COM
25746U109
48362
865
SH
SOLE
0
0
865
DOW INC
COM
260557103
3618
66
SH
SOLE
0
0
66
DRAFTKINGS INC NEW
COM CL A
26142V105
3214
166
SH
SOLE
0
0
166
DUKE ENERGY CORP
COM NEW
26441C204
56207
582
SH
SOLE
0
0
582
DUPONT DE NEMOURS INC IA
COM
26614N102
4737
66
SH
SOLE
0
0
66
EDWARDS LIFESCIENCES
COM
28176E108
49638
600
SH
SOLE
0
0
600
EMERSON ELECTRIC CO
COM
291011104
8714
100
SH
SOLE
0
0
100
ENBRIDGE INC
COM
29250N105
39867
1045
SH
SOLE
0
0
1045
ENSTAR GROUP LTD
SHS
G3075P101
65597
283
SH
SOLE
0
0
283
ENTERPRISE PRODS PART LP
COM
293792107
2538
98
SH
SOLE
0
0
98
FEDEX CORP
COM
31428X106
267562
1171
SH
SOLE
0
0
1171
FISERV INC
COM
337738108
1999727
17692
SH
SOLE
0
0
17692
FLEX LNG LTD
SHS
G35947202
101
3
SH
SOLE
0
0
3
GARTNER INC
COM
366651107
14008
43
SH
SOLE
0
0
43
GE HEALTHCARE TECHNOLOGI
COMMON STOCK
36266G107
343049
4182
SH
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0
0
4182
GENERAL DYNAMICS CO
COM
369550108
2009389
8805
SH
SOLE
0
0
8805
GENERAL ELECTRIC CO
COM
369604301
1231557
12882
SH
SOLE
0
0
12882
GENERAL MILLS INC
COM
370334104
117080
1370
SH
SOLE
0
0
1370
GENERAL MOTORS CO
COM
37045V100
9720
265
SH
SOLE
0
0
265
GILEAD SCIENCES INC
COM
375558103
24891
300
SH
SOLE
0
0
300
GLOBE LIFE INC
COM
37959E102
24755
225
SH
SOLE
0
0
225
GOLDMAN SACHS GROUP
COM
38141G104
45468
139
SH
SOLE
0
0
139
HARLEY DAVIDSON INC
COM
412822108
4957
130
SH
SOLE
0
0
130
HOME DEPOT INC
COM
437076102
698844
2368
SH
SOLE
0
0
2368
HONEYWELL INTL INC
COM
438516106
4
1
SH
SOLE
0
0
1
HORMEL FOODS CORP
COM
440452100
29033
728
SH
SOLE
0
0
728
IDEXX LABS INC
COM
45168D104
13502
27
SH
SOLE
0
0
27
INDEPENDENCE REALTY REIT
COM
45378A106
610711
38098
SH
SOLE
0
0
38098
INNOVATIVE INDUSTRIAL PRREIT
COM
45781V101
152
2
SH
SOLE
0
0
2
INTEL CORP
COM
458140100
1634
50
SH
SOLE
0
0
50
INVSC QQQ TRUST SRS 1 ETF IV
UNIT SER 1
46090E103
358800
1118
SH
SOLE
0
0
1118
IQVIA HOLDINGS INC
COM
46266C105
3360445
16896
SH
SOLE
0
0
16896
ISHARES BIOTECHNOLOGY ETF
ISHARES BIOTECH
464287556
82921
642
SH
SOLE
0
0
642
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
166421
1721
SH
SOLE
0
0
1721
ISHARES CORE S&P 500 ETF
CORE S&P 500 ETF
464287200
783107
1905
SH
SOLE
0
0
1905
ISHARES CORE S&P MID-CAPETF
CORE S&P MCP ETF
464287507
569864
2278
SH
SOLE
0
0
2278
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ETF
464287226
7872
79
SH
SOLE
0
0
79
ISHARES MSCI CHINA ETF
CHINA SM-CAP ETF
46429B671
100
2
SH
SOLE
0
0
2
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
4577
64
SH
SOLE
0
0
64
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
8552
35
SH
SOLE
0
0
35
ISHARES S&P 500 GROWTH ETF
S&P 500 GRWT ETF
464287309
455855
7135
SH
SOLE
0
0
7135
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
386229
2545
SH
SOLE
0
0
2545
ISHARES S&P SMALL CAP 600 ETF
SP SMCP600VL ETF
464287879
121105
1294
SH
SOLE
0
0
1294
ISHARES S&P SMLL CAP 600GRTH ETF
S&P SML 600 GWT
464287887
137645
1252
SH
SOLE
0
0
1252
ISHARES SELECT DIVIDEND ETF
SELECT DIVIDEND ETF
464287168
117180
1000
SH
SOLE
0
0
1000
JOHNSON & JOHNSON
COM
478160104
2338564
15087
SH
SOLE
0
0
15087
JPMORGAN CHASE & CO
COM
46625H100
3264656
25053
SH
SOLE
0
0
25053
LAB CO OF AMER HLDG
COM NEW
50540R409
1354725
5905
SH
SOLE
0
0
5905
LILLY ELI & CO
COM
532457108
1026482
2989
SH
SOLE
0
0
2989
LOWES COMPANIES INC
COM
548661107
226366
1132
SH
SOLE
0
0
1132
LPL FINL HLDGS
COM
50212V100
4655
23
SH
SOLE
0
0
23
LULULEMON ATHLETICA
COM
550021109
10197
28
SH
SOLE
0
0
28
MASTERCARD INC
CL A
57636Q104
4840090
13318
SH
SOLE
0
0
13318
MATCH GROUP INC NEW
COM
57667L107
5451
142
SH
SOLE
0
0
142
MCDONALDS CORP
COM
580135101
6703
23
SH
SOLE
0
0
23
MEDTRONIC PLC
SHS
G5960L103
8788
109
SH
SOLE
0
0
109
MERCADOLIBRE INC
COM
58733R102
13181
10
SH
SOLE
0
0
10
MERCK & CO. INC.
COM
58933Y105
261932
2462
SH
SOLE
0
0
2462
META PLATFORMS INC
CL A
30303M102
2311842
10908
SH
SOLE
0
0
10908
MFA FINL, INC. REIT
NOTE
55272X607
1171
118
SH
SOLE
0
0
118
MICRON TECHNOLOGY
COM
595112103
60
1
SH
SOLE
0
0
1
MICROSOFT CORP
COM
594918104
7636505
26488
SH
SOLE
0
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26488
MODERNA INC
COM
60770K107
154
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SH
SOLE
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0
1
MOHAWK INDUSTRIES
COM
608190104
87693
875
SH
SOLE
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875
MONDELEZ INTL
CL A
609207105
112040
1607
SH
SOLE
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0
1607
MR COOPER GROUP INC
COM
62482R107
41
1
SH
SOLE
0
0
1
MURPHY USA INC
COM
626755102
15741
61
SH
SOLE
0
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61
NIKE INC
CL B
654106103
202181
1648
SH
SOLE
0
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NOVARTIS AG FSPONSORED ADR
SPONSORED ADR
66987V109
167900
1825
SH
SOLE
0
0
1825
NOVO-NORDISK AS VORMAL FSPONSORED ADR
ADR
670100205
34374
216
SH
SOLE
0
0
216
NUVEEN MUNICIPAL VALUE C
COM
670928100
34844
3955
SH
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0
0
3955
NVIDIA CORP
COM
67066G104
3776561
13596
SH
SOLE
0
0
13596
O REILLY AUTOMOTIVE
COM
67103H107
13584
16
SH
SOLE
0
0
16
OCCIDENTAL PETROL CO
COM
674599105
13859
222
SH
SOLE
0
0
222
ORACLE CORP
COM
68389X105
30013
323
SH
SOLE
0
0
323
ORGANON & CO
COMMON STOCK
68622V106
4822
205
SH
SOLE
0
0
205
ORION OFFICE REIT INC REIT
COM
68629Y103
335
50
SH
SOLE
0
0
50
PALO ALTO NETWORKS
COM
697435105
325976
1632
SH
SOLE
0
0
1632
PAYPAL HOLDINGS INCORPOR
COM
70450Y103
29237
385
SH
SOLE
0
0
385
PELOTON INTERACTIVE INC
CL A COM
70614W100
2948
260
SH
SOLE
0
0
260
PENN ENTMT INC
COM
707569109
10084
340
SH
SOLE
0
0
340
PEPSICO INC
COM
713448108
16042
88
SH
SOLE
0
0
88
PERFORMANCE FOOD GROUP C
COM
71377A103
30170
500
SH
SOLE
0
0
500
PFIZER INC
COM
717081103
2690230
65937
SH
SOLE
0
0
65937
PHILIP MORRIS INTL
COM
718172109
1894333
19479
SH
SOLE
0
0
19479
PNC FINL SERVICES
COM
693475105
62025
488
SH
SOLE
0
0
488
PROCTER & GAMBLE
COM
742718109
1495970
10061
SH
SOLE
0
0
10061
PROLOGIS INC. REIT
COM
74340W103
125
1
SH
SOLE
0
0
1
PRUDENTIAL FINL
COM
744320102
8274
100
SH
SOLE
0
0
100
REALTY INCOME CORP REIT
COM
756109104
82316
1300
SH
SOLE
0
0
1300
REVOLVE GROUP INC
CL A
76156B107
7390
281
SH
SOLE
0
0
281
ROBLOX CORP
CL A
771049103
450
10
SH
SOLE
0
0
10
SALESFORCE INC
COM
79466L302
2783135
13931
SH
SOLE
0
0
13931
SEA LTD FUNSPONSORED ADR
SPONSORD ADS
81141R100
10040
116
SH
SOLE
0
0
116
SELECT SECTOR HEALTH CARE SPDR ETF
SBI HEALTHCARE
81369Y209
18383
142
SH
SOLE
0
0
142
SELECT STR FINANCIAL SELECT SPDR ETF
FINANCIAL
81369Y605
15303
476
SH
SOLE
0
0
476
SERVICE NOW INC
COM
81762P102
22771
49
SH
SOLE
0
0
49
SHOPIFY INC
CL A
82509L107
10547
220
SH
SOLE
0
0
220
SNOWFLAKE INC
CL A
833445109
463
3
SH
SOLE
0
0
3
SOFI TECHNOLOGIES INC
NOTE
83406F102
2719
448
SH
SOLE
0
0
448
SOLAREDGE TECH
COM
83417M104
11550
38
SH
SOLE
0
0
38
SPDR FUND CONSUMER DISCRE SELECT ETF
SBI CONS DISCR
81369Y407
14057
94
SH
SOLE
0
0
94
SPDR INDEX SHARES EMERG MARKT ETF
PORTFOLIO EMG MK
78463X509
4881
143
SH
SOLE
0
0
143
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
PORTFOLIO DEVLPD
78463X889
10600
330
SH
SOLE
0
0
330
SPDR S&P 500 ETF
SPDR S&P 500 ETF
78468R796
1484039
3625
SH
SOLE
0
0
3625
SPDR S&P DIVIDEND ETF
S&P DIVID ETF
78464A763
151792
1227
SH
SOLE
0
0
1227
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
388273
847
SH
SOLE
0
0
847
STARBUCKS CORP
COM
855244109
2769529
26596
SH
SOLE
0
0
26596
STATE STREET CORP
COM
857477103
10748
142
SH
SOLE
0
0
142
SYNOVUS FINL CO
COM
871607107
176255
5717
SH
SOLE
0
0
5717
TAIWAN SEMICONDUCTR FSPONSORED ADR
SPONSORED ADR
874039100
744
8
SH
SOLE
0
0
8
TECHNOLOGY SELECT SECTORSPDR ETF
TECHNOLOGY
81369Y803
32014
212
SH
SOLE
0
0
212
THE COCA-COLA CO
COM
191216100
209475
3377
SH
SOLE
0
0
3377
TORONTO DOMINION BK SR F
COM NEW
891160509
39953
667
SH
SOLE
0
0
667
TRUIST FINL CORP
COM
89832Q109
524058
15368
SH
SOLE
0
0
15368
UBER TECHNOLOGIES INC
COM
90353T100
1731042
54607
SH
SOLE
0
0
54607
UNITED PARCEL SRVC
CL B
911312106
2511783
12948
SH
SOLE
0
0
12948
UNITED STATES NATURAL GAS ETV
UNIT PAR
912318300
451
65
SH
SOLE
0
0
65
UNITEDHEALTH GRP INC
COM
91324P102
3008981
6367
SH
SOLE
0
0
6367
VANGUARD ENERGY ETF
ENERGY ETF
92204A306
452922
3965
SH
SOLE
0
0
3965
VANGUARD FTSE ALL WORLD EX US ETF
ALLWRLD EX US ETF
922042775
494865
9255
SH
SOLE
0
0
9255
VANGUARD FTSE DEVELOPED MARKETS ETF
VAN FTSE DEV MKT
921943858
8369
185
SH
SOLE
0
0
185
VANGUARD HIGH DIVIDEND YIELD ETF
HIGH DIV YLD
921946406
2743
26
SH
SOLE
0
0
26
VANGUARD MID CAP ETF
MID CAP ETF
922908629
10757
51
SH
SOLE
0
0
51
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
30993729
82414
SH
SOLE
0
0
82414
VANGUARD SHORT-TERM BONDETF
SHORT TRM BOND
921937827
75802
991
SH
SOLE
0
0
991
VANGUARD SMALL CAP ETF
SMALL CP ETF
922908751
1678948
8857
SH
SOLE
0
0
8857
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MKT
921937835
913794
12377
SH
SOLE
0
0
12377
VANGUARD TOTAL INTERNATLBND ETF IV
TOTAL INT BD ETF
92203J407
62520
1278
SH
SOLE
0
0
1278
VANGUARD TOTAL INTERNTL STOCK ETF IV
VG TL INTL STK F
921909768
1072609
19427
SH
SOLE
0
0
19427
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT
922908769
2857
14
SH
SOLE
0
0
14
VANGUARD VALUE ETF
VALUE ETF
922908744
8010
58
SH
SOLE
0
0
58
VEEVA SYSTEMS INC
CL A COM
922475108
81419
443
SH
SOLE
0
0
443
VERIZON COMMUNICATN
COM
92343V104
3889
100
SH
SOLE
0
0
100
VISA INC
COM CL A
92826C839
4307142
19103
SH
SOLE
0
0
19103
VIATRIS INC
COM
92556V106
192
20
SH
SOLE
0
0
20
VIRGIN GALACTIC HLDGS INCLASS
COM
92766K106
81
20
SH
SOLE
0
0
20
WABTEC
COM
929740108
606
6
SH
SOLE
0
0
6
WALGREENS BOOTS ALLI
COM
931427108
35
1
SH
SOLE
0
0
1
WALMART INC
COM
931142103
19194
130
SH
SOLE
0
0
130
WALT DISNEY CO
COM
254687106
1681205
16790
SH
SOLE
0
0
16790
WELLS FARGO & CO
COM NEW
949746101
45791
1225
SH
SOLE
0
0
1225
WOLFSPEED INC
COM
977852102
4287
66
SH
SOLE
0
0
66
WORKDAY INC
CL A
98138H101
43167
209
SH
SOLE
0
0
209
XERIS PHARMACEUTICALS IN
COM NEW
98421M106
657
403
SH
SOLE
0
0
403
ZETA GLOBAL HOLDINGS COR
CL A
98956A105
239668
22130
SH
SOLE
0
0
22130
ZIMMER BIOMET HLDGS
COM
98956P102
38760
300
SH
SOLE
0
0
300
ZIMVIE INC
COM
98888T107
217
30
SH
SOLE
0
0
30
ZOETIS INC
CL A
98978V103
17976
108
SH
SOLE
0
0
108
ZOOM VIDEO COMMUNICATIONCLASS
CL A
98980L101
7384
100
SH
SOLE
0
0
100