Chief Compliance Officer

0001802136-24-000002.txt : 20240417 0001802136-24-000002.hdr.sgml : 20240417 20240417144459 ACCESSION NUMBER: 0001802136-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240417 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investment Research & Advisory Group, Inc. CENTRAL INDEX KEY: 0001802136 ORGANIZATION NAME: 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: 24850451 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 03-31-2024 03-31-2024 Investment Research & Advisory Group, Inc.

1230 PEACHTREE STREET NE SUITE 3800 ATLANTA GA 30309

13F HOLDINGS REPORT 028-20017 000126246 N Judith Jolley Chief Compliance Officer 404-419-7198 Judith Jolley Atlanta GA 04-17-2024 0 211 217255167 false INFORMATION TABLE 2 iragroup13fhldgtable2024.03.xml 3M CO TRADES WITH DUE BILLS COM 88579Y101 1273 12 SH SOLE 0 0 12 A T & T INC COM 00206R102 12557 714 SH SOLE 0 0 714 ABBOTT LABORATORIES COM 002824100 100930 888 SH SOLE 0 0 888 ABBVIE INC COM 00287Y109 217245 1193 SH SOLE 0 0 1193 ACCENTURE PLC SHS CLASS A G1151C101 33621 97 SH SOLE 0 0 97 ADOBE INC COM 00724F101 1966931 3898 SH SOLE 0 0 3898 AIR PROD & CHEMICALS COM 009158106 44820 185 SH SOLE 0 0 185 ALCOA CORP COM 013872106 34432 1019 SH SOLE 0 0 1019 ALLBIRDS INC COM 01675A109 211 304 SH SOLE 0 0 304 ALPHABET INC. CAP STK CL A 02079K305 6502366 43082 SH SOLE 0 0 43082 ALPHABET INC. CAP STK CL C 02079K107 589703 3873 SH SOLE 0 0 3873 ALTRIA GROUP INC COM 02209S103 52213 1197 SH SOLE 0 0 1197 AMAZON.COM INC COM 023135106 7541327 41808 SH SOLE 0 0 41808 AMERICAN EXPRESS CO COM 025816109 21858 96 SH SOLE 0 0 96 AMGEN INC. COM 031162100 171729 604 SH SOLE 0 0 604 APPLE INC COM 037833100 14753279 86035 SH SOLE 0 0 86035 ARCHER-DANIELS-MIDLN COM 039483102 2135540 34000 SH SOLE 0 0 34000 ARISTA NETWORKS INC COM 040413106 92794 320 SH SOLE 0 0 320 ASML HOLDING N V FSPONSORED ADR N Y REGISTERY SHS N07059210 4049771 4173 SH SOLE 0 0 4173 ATLASSIAN CORP CL A G06242104 8780 45 SH SOLE 0 0 45 ATMUS FILTRATION TECHNOL COM 04956D107 26381 818 SH SOLE 0 0 818 AUTODESK INC COM 052769106 25261 97 SH SOLE 0 0 97 AXOS FINL INC COM 05465C100 27236 504 SH SOLE 0 0 504 BANK OF AMERICA CORP COM 060505104 182244 4806 SH SOLE 0 0 4806 BERKSHIRE HATHAWAY CL B NEW 084670702 2999990 7134 SH SOLE 0 0 7134 BLACKROCK INC COM 09247X101 4351912 5220 SH SOLE 0 0 5220 BLOCK INC CL A 852234103 8289 98 SH SOLE 0 0 98 BOEING CO COM 097023105 170796 885 SH SOLE 0 0 885 BRISTOL-MYERS SQUIBB COM 110122108 63449 1170 SH SOLE 0 0 1170 BROADCOM INC COM 11135F101 120612 91 SH SOLE 0 0 91 BROOKFIELD ASSET MGMT CL A EXCH LT VTG G16169107 23741 565 SH SOLE 0 0 565 BROOKFIELD BUSINESS CO CL A EXC SUB VTG 11259V106 362 15 SH SOLE 0 0 15 BROOKFIELD BUSINESS P LP UNIT LTD L P G16234109 663 30 SH SOLE 0 0 30 BROOKFIELD CORP CL A LTD VT SH 11271J107 94208 2250 SH SOLE 0 0 2250 BROOKFIELD REINSURANCE CL A EXCH LT VTG G16169107 627 15 SH SOLE 0 0 15 CANOPY GROWTH CORP COM 138035100 43 5 SH SOLE 0 0 5 CARMAX INC COM 143130102 1966682 22577 SH SOLE 0 0 22577 CATERPILLAR INC COM 149123101 3664 10 SH SOLE 0 0 10 CELSIUS HOLDINGS INC COM NEW 15118V207 580 7 SH SOLE 0 0 7 CHARLES SCHWAB CORP COM 808513105 4503162 62250 SH SOLE 0 0 62250 CHECK PT SOFTWARE ORD M22465104 49203 300 SH SOLE 0 0 300 CHEVRON CORP COM 166764100 110891 703 SH SOLE 0 0 703 CHOICE HOTELS INTL COM 169905106 1010553 7998 SH SOLE 0 0 7998 CHUBB LTD F COM H1467J104 3516912 13572 SH SOLE 0 0 13572 CIRRUS LOGIC INC COM 172755100 27768 300 SH SOLE 0 0 300 CISCO SYSTEMS INC COM 17275R102 15023 301 SH SOLE 0 0 301 CITIGROUP INC COM NEW 172967424 70070 1108 SH SOLE 0 0 1108 COMCAST CORP CL A 20030N101 2533894 58452 SH SOLE 0 0 58452 CORNING INC COM 219350105 16480 500 SH SOLE 0 0 500 CORTEVA INC COM 22052L104 3806 66 SH SOLE 0 0 66 COSTCO WHOLESALE CO COM 22160K105 3276325 4472 SH SOLE 0 0 4472 CRH PUBLIC LIMITED CO ADR 12626K203 17252 200 SH SOLE 0 0 200 CROWDSTRIKE HLDGS INC CL A 22788C105 16030 50 SH SOLE 0 0 50 DANAHER CORP COM 235851102 1185920 4749 SH SOLE 0 0 4749 DELL TECHNOLOGIES INC CL C 24703L202 22822 200 SH SOLE 0 0 200 DELTA AIR LINES INC DEL COM N EW 247361702 48875 1021 SH SOLE 0 0 1021 DEXCOM INC COM 252131107 13870 100 SH SOLE 0 0 100 DIAMONDBACK ENERGY COM 25278X109 793 4 SH SOLE 0 0 4 DOW INC COM 260557103 3823 66 SH SOLE 0 0 66 DRAFTKINGS INC NEW COM CL A 26142V105 15576 343 SH SOLE 0 0 343 DUKE ENERGY CORP COM NEW 26441C204 58815 608 SH SOLE 0 0 608 DUPONT DE NEMOURS INC IA COM 26614N102 5060 66 SH SOLE 0 0 66 EDWARDS LIFESCIENCES COM 28176E108 57336 600 SH SOLE 0 0 600 ENSTAR GROUP LTD F SHS G3075P101 84837 273 SH SOLE 0 0 273 ENTERPRISE PRODS PART LP COM 293792107 2860 98 SH SOLE 0 0 98 FEDEX CORP COM 31428X106 339286 1171 SH SOLE 0 0 1171 FISERV INC COM 337738108 3071261 19217 SH SOLE 0 0 19217 GARTNER INC COM 366651107 20497 43 SH SOLE 0 0 43 GE HEALTHCARE TECHNOLOGI COM 36266G107 64364 708 SH SOLE 0 0 708 GENERAL DYNAMICS CO COM 369550108 2598626 9199 SH SOLE 0 0 9199 GENERAL ELECTRIC CO COM 369604301 2552382 14541 SH SOLE 0 0 14541 GENERAL MILLS INC COM 370334104 95859 1370 SH SOLE 0 0 1370 GENERAL MOTORS CO COM 37045V100 12018 265 SH SOLE 0 0 265 GILEAD SCIENCES INC COM 375558103 21975 300 SH SOLE 0 0 300 GLOBE LIFE INC COM 37959E102 26183 225 SH SOLE 0 0 225 GOLDMAN SACHS GROUP COM 38141G104 58059 139 SH SOLE 0 0 139 HARLEY DAVIDSON INC COM 412822108 5817 133 SH SOLE 0 0 133 HOME DEPOT INC COM 437076102 920640 2400 SH SOLE 0 0 2400 HORMEL FOODS CORP COM 440452100 25400 728 SH SOLE 0 0 728 IBM CORP COM 459200101 21 0 SH SOLE 0 0 0 IDEXX LABS INC COM 45168D104 14578 27 SH SOLE 0 0 27 INDEPENDENCE REALTY REIT COM 45378A106 582261 36098 SH SOLE 0 0 36098 INTEL CORP COM 458140100 2209 50 SH SOLE 0 0 50 INVESCO NASDAQ NEXT GEN 100 ETF IV NASDAQNXTGEN100 46138G631 34691 1200 SH SOLE 0 0 1200 INVSC QQQ TRUST SRS 1 ETF IV UNIT SER 1 46090E103 523044 1178 SH SOLE 0 0 1178 IQVIA HOLDINGS INC COM 46266C105 4411666 17445 SH SOLE 0 0 17445 ISHARES BIOTECHNOLOGY ETF ISHARES BITCOIN 464287556 88095 642 SH SOLE 0 0 642 ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 740754 1409 SH SOLE 0 0 1409 ISHARES CORE S&P MID-CAPETF CORE S&P MCP ETF 464287507 704146 11593 SH SOLE 0 0 11593 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 196284 1776 SH SOLE 0 0 1776 ISHARES CORE S&P TOTAL US STOCK MARK CORE S&P TTL STK ETF 464587150 131719 1142 SH SOLE 0 0 1142 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ETF 464287226 7737 79 SH SOLE 0 0 79 ISHARES ESG AWARE MSCI USA ETF ESG AWR MSCI USA 46435G425 115046 1001 SH SOLE 0 0 1001 ISHARES MSCI CHINA A ETF MSCI CHINA A ETF 46434V514 6695 258 SH SOLE 0 0 258 ISHARES MSCI CHINA ETF MSCI CHINA ETF 46429B671 18236 459 SH SOLE 0 0 459 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 5111 64 SH SOLE 0 0 64 ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 774 15 SH SOLE 0 0 15 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 11797 35 SH SOLE 0 0 35 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 602479 7135 SH SOLE 0 0 7135 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 475431 2545 SH SOLE 0 0 2545 ISHARES S&P SMALL CAP 600 ETF SP SMCP600VL ETF 464287879 132971 1294 SH SOLE 0 0 1294 ISHARES S&P SMLL CAP 600GRTH ETF S&P SML 600 GWT 464287887 163674 1252 SH SOLE 0 0 1252 ISHARES SELECT DIVIDEND ETF SELECT DIVIDEND ETF 464287168 123180 1000 SH SOLE 0 0 1000 JOHNSON & JOHNSON COM 478160104 2313139 14623 SH SOLE 0 0 14623 JPMORGAN CHASE & CO COM 46625H100 5095031 25437 SH SOLE 0 0 25437 ELI LILLY AND CO COM 532457108 4877031 6269 SH SOLE 0 0 6269 KRANESHARES CSI CHINA INTERNET ETF CSI CHI INTERNET 500767306 788 30 SH SOLE 0 0 30 LOCKHEED MARTIN CORP COM 539830109 2156994 4742 SH SOLE 0 0 4742 LOWES COMPANIES INC COM 548661107 288354 1132 SH SOLE 0 0 1132 LPL FINL HLDGS COM 50212V100 6077 23 SH SOLE 0 0 23 LULULEMON ATHLETICA COM 550021109 10938 28 SH SOLE 0 0 28 MASTERCARD INC CL A 57636Q104 6476971 13450 SH SOLE 0 0 13450 MATCH GROUP INC NEW COM 57667L107 5152 142 SH SOLE 0 0 142 MCDONALDS CORP COM 580135101 6912 25 SH SOLE 0 0 25 MEDTRONIC PLC F SHS G5960L103 9499 109 SH SOLE 0 0 109 MERCADOLIBRE INC COM 58733R102 15120 10 SH SOLE 0 0 10 MERCK & CO. INC. COM 58933Y105 324861 2462 SH SOLE 0 0 2462 META PLATFORMS INC CL A 30303M102 5276313 10866 SH SOLE 0 0 10866 MFA FINL, INC. REIT NOTE 55272X607 1346 118 SH SOLE 0 0 118 MICROSOFT CORP COM 594918104 10509820 24981 SH SOLE 0 0 24981 MOHAWK INDUSTRIES COM 608190104 35209 269 SH SOLE 0 0 269 MONDELEZ INTL CL A 609207105 112490 1607 SH SOLE 0 0 1607 MR COOPER GROUP INC COM 62482R107 78 1 SH SOLE 0 0 1 MURPHY USA INC COM 626755102 25571 61 SH SOLE 0 0 61 NIKE INC CL B NEW 654106103 149402 1590 SH SOLE 0 0 1590 NOVO-NORDISK AS VORMAL FSPONSORED ADR SPONSORED ADR 670100205 120696 940 SH SOLE 0 0 940 NUCOR CORP COM 670928100 10687 54 SH SOLE 0 0 54 NUVEEN MUNICIPAL VALUE COM 670928100 34448 3955 SH SOLE 0 0 3955 NVIDIA CORP COM 67066G104 6595988 7300 SH SOLE 0 0 7300 O REILLY AUTOMOTIVE COM 67103H107 18062 16 SH SOLE 0 0 16 OCCIDENTAL PETROL CO COM 674599105 25281 389 SH SOLE 0 0 389 ORACLE CORP COM 68389X105 40572 323 SH SOLE 0 0 323 ORION OFFICE REIT INC REIT COM 68629Y103 176 50 SH SOLE 0 0 50 OTIS WORLDWIDE CORP COM 68902V107 1752016 17649 SH SOLE 0 0 17649 PALO ALTO NETWORKS COM 697435105 518253 1824 SH SOLE 0 0 1824 PAYPAL HOLDINGS INCORPOR COM 70450Y103 33026 493 SH SOLE 0 0 493 PELOTON INTERACTIVE INC COM CL A 70614W100 1114 260 SH SOLE 0 0 260 PEPSICO INC COM 713448108 15401 88 SH SOLE 0 0 88 PERFORMANCE FOOD GROUP COM 71377A103 37320 500 SH SOLE 0 0 500 PFIZER INC COM 717081103 694 25 SH SOLE 0 0 25 PHILIP MORRIS INTL COM 718172109 1717783 18749 SH SOLE 0 0 18749 PHILLIPS 66 COM 718546104 81670 500 SH SOLE 0 0 500 PNC FINL SERVICES COM 693475105 78861 488 SH SOLE 0 0 488 PROCTER & GAMBLE COM 742718109 1515577 9341 SH SOLE 0 0 9341 PRUDENTIAL FINL COM 744320102 11740 100 SH SOLE 0 0 100 REALTY INCOME CORP REIT COM 756109104 27050 500 SH SOLE 0 0 500 REVOLVE GROUP INC CL A 76156B107 5949 281 SH SOLE 0 0 281 RITHM CAPITAL CORP REIT COM NEW 64828T201 4018 360 SH SOLE 0 0 360 RIVIAN AUTOMOTIVE INC CL A 771049103 546 50 SH SOLE 0 0 50 ROBLOX CORP CL A 771049103 382 10 SH SOLE 0 0 10 SALESFORCE INC COM 79466L302 4470415 14843 SH SOLE 0 0 14843 SEA LTD FUNSPONSORED ADR SPONSORED ADR 81141R100 6230 116 SH SOLE 0 0 116 SELECT SECTOR HEALTH CARE SPDR ETF SBI HEALTHCARE 81369Y209 20978 142 SH SOLE 0 0 142 SELECT STR FINANCIAL SELECT SPDR ETF FINANCIAL 81369Y605 20049 476 SH SOLE 0 0 476 SERVICE NOW INC COM 81762P102 90726 119 SH SOLE 0 0 119 SHOPIFY INC CL A 82509L107 16977 220 SH SOLE 0 0 220 SOFI TECHNOLOGIES INC NOTE 83406F102 2482 340 SH SOLE 0 0 340 SOLAREDGE TECH COM 83417M104 2697 38 SH SOLE 0 0 38 SPDR FUND CONSUMER DISCRE SELECT ETF SBI CONS DISCR 81369Y407 17286 94 SH SOLE 0 0 94 SPDR INDEX SHARES EMERG MARKT ETF PORTFOLIO EMG MK 78463X509 5175 143 SH SOLE 0 0 143 SPDR PORTFOLIO DVLPD WRLD EX-US ETF PORTFOLIO DEVLPD 78463X889 11827 330 SH SOLE 0 0 330 SPDR PORTFOLIO HIGH YIELD BND ETF PORTFLI HIGH YLD ETF 78468R606 1056 45 SH SOLE 0 0 45 SPDR S&P 500 ETF SPDR S&P 500 ETF 78468R796 1645055 3145 SH SOLE 0 0 3145 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 161031 1227 SH SOLE 0 0 1227 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 471270 847 SH SOLE 0 0 847 STARBUCKS CORP COM 855244109 2534724 27735 SH SOLE 0 0 27735 STATE STREET CORP COM 857477103 10979 142 SH SOLE 0 0 142 SYNOVUS FINL CO COM 871607107 229023 5717 SH SOLE 0 0 5717 TAIWAN SEMICONDUCTR FSPONSORED ADR SPONSORED ADR 874039100 816 6 SH SOLE 0 0 6 TAKE TWO INTERACTV COM 874054109 9058 61 SH SOLE 0 0 61 TECHNOLOGY SELECT SECTORSPDR ETF TECHNOLOGY 81369Y803 44153 212 SH SOLE 0 0 212 THE COCA-COLA CO COM 191216100 201772 3298 SH SOLE 0 0 3298 THERMO FISHER SCNTFC COM 883556102 2052253 3531 SH SOLE 0 0 3531 TORONTO DOMINION BANK F COM NEW 891160509 40273 667 SH SOLE 0 0 667 TRUIST FINL CORP COM 89832Q109 463334 11886 SH SOLE 0 0 11886 TRUMP MEDIA & TECHNOLOGY COM 25400Q105 23669 382 SH SOLE 0 0 382 UBER TECHNOLOGIES INC COM 90353T100 4286880 55681 SH SOLE 0 0 55681 UNITED PARCEL SRVC CL B NEW 911312106 14863 100 SH SOLE 0 0 100 UNITEDHEALTH GRP INC COM 91324P102 3050815 6167 SH SOLE 0 0 6167 VANGUARD ENERGY ETF ENERGY ETF 92204A306 522191 3965 SH SOLE 0 0 3965 VANGUARD FTSE ALL WORLD EX US ETF ALLWRLD EX US ETF 922042775 542806 9255 SH SOLE 0 0 9255 VANGUARD FTSE DEVELOPED MARKETS ETF VAN FTSE DEV MKT 921943858 9626 192 SH SOLE 0 0 192 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 3146 26 SH SOLE 0 0 26 VANGUARD MID CAP ETF MID CAP ETF 922908629 13243 53 SH SOLE 0 0 53 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 44808370 93215 SH SOLE 0 0 93215 VANGUARD SHORT-TERM BONDETF SHORT TRM BOND 921937827 75980 991 SH SOLE 0 0 991 VANGUARD SMALL CAP ETF IV SMALL CP ETF 922908751 3005434 13148 SH SOLE 0 0 13148 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MKT 921937835 832921 11468 SH SOLE 0 0 11468 VANGUARD TOTAL INTERNATLBND ETF IV TOTAL INT BD ETF 92203J407 61635 1253 SH SOLE 0 0 1253 VANGUARD TOTAL INTERNTL STOCK ETF IV VG TL INTL STK F 921909768 1080262 17915 SH SOLE 0 0 17915 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 3639 14 SH SOLE 0 0 14 VANGUARD VALUE ETF VALUE ETF 922908744 9446 58 SH SOLE 0 0 58 VEEVA SYSTEMS INC CL A COM 922475108 2683665 11583 SH SOLE 0 0 11583 VERIZON COMMUNICATN COM 92343V104 4196 100 SH SOLE 0 0 100 VIATRIS INC COM 92556V106 239 20 SH SOLE 0 0 20 VIRGIN GALACTIC HLDGS IN COM 92766K106 30 20 SH SOLE 0 0 20 VISA INC COM CL A 92826C839 5430749 19459 SH SOLE 0 0 19459 WABTEC COM 929740108 874 6 SH SOLE 0 0 6 WALGREENS BOOTS ALLI COM 931427108 564 26 SH SOLE 0 0 26 WALMART INC COM 931142103 23700 394 SH SOLE 0 0 394 WALT DISNEY CO COM 254687106 3623941 29617 SH SOLE 0 0 29617 WARNER BROTHERS DISCOVER COM SER A 934423104 1344 154 SH SOLE 0 0 154 WELLS FARGO & CO COM NEW 949746101 71001 1225 SH SOLE 0 0 1225 WISDOMTREE INDIA EARNINGS ETF INDIA ERNGS FD 97717W422 8712 200 SH SOLE 0 0 200 WISDOMTREE JAPAN HEDGED EQUITY ETF JAPN HEDGE EQT 97717W851 543 5 SH SOLE 0 0 5 WOLFSPEED INC COM 977852102 1947 66 SH SOLE 0 0 66 WORKDAY INC CL A 98138H101 57005 209 SH SOLE 0 0 209 XERIS PHARMACEUTICALS IN COM 98421M106 891 403 SH SOLE 0 0 403 ZETA GLOBAL HOLDINGS COR CL A 98956A105 130941 11980 SH SOLE 0 0 11980 ZOETIS INC CLASS A CL A 98978V103 18275 108 SH SOLE 0 0 108 ZOOM VIDEO COMMUNICATION CL A 98980L101 6537 100 SH SOLE 0 0 100