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CIK: 0001802136
Total reported value
$323.9M
$323.9M
210 檔
30.4%
At the close of Q4 2024, Investment Research & Advisory Group, Inc. disclosed equity holdings valued at approximately $323.9M, spread across 210 reported holdings.
Investment Research & Advisory Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 1 holdings and trimming 20 positions.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.31% | +0.85% | +0.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.55% | +0.03% | -1.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -0.29% | -2.75% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.91% | -0.06% | +870.34% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +0.04% | -1.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | +0.34% | -0.06% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.94% | -0.20% | +0.54% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.58% | +0.01% | +0.22% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | -0.04% | -0.38% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | -0.25% | -2.44% | |
| 11 | BLKCHF | Blackrock Inc | Stock-Other | 2.26% | -0.19% | +0.13% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.09% | -0.28% | -0.86% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.08% | +0.40% | +1.00% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.96% | -0.28% | -0.63% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.70% | — | NEW | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.28% | +0.18% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.55% | -0.12% | -0.72% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | -0.16% | -0.35% | |
| 19 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.43% | -0.01% | -1.66% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.42% | -0.06% | +0.44% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.35% | +0.55% | +1.51% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.11% | -0.34% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | — | -0.28% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.32% | -0.44% | +5.90% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.18% | +0.07% | -8.73% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.10% | +0.01% | +0.93% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.08% | -0.12% | +0.10% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.06% | -0.31% | +2.20% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.06% | -0.11% | +0.52% | |
| 30 | GE | General Electric | Stock-Industrials | 1.02% | +0.25% | -1.08% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | -0.04% | +2.77% | |
| 32 | KMX | Carmax Inc | Stock-Consumer Disc | 0.93% | — | +0.45% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.42% | +1.25% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.02% | +2.24% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.57% | -12.24% | |
| 36 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.71% | -0.05% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.01% | +3.86% | |
| 38 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | -5.52% | |
| 39 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.65% | — | +1.88% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | -0.05% | +3.43% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.03% | +13.54% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | — | |
| 43 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.38% | -0.01% | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.36% | +0.11% | -5.63% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | +0.02% | -20.23% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -1.49% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.01% | +906.04% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.04% | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | — | |
| 50 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -1.44% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.06% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | -1.38% | Trim |
| 4 | CRM | Salesforce Inc | +0.3% | -0.86% | Trim |
| 5 | NFLX | Netflix Inc | +0.3% | +5.90% | Add |
| 6 | V | Visa Inc-class A Shares | +0.3% | +0.22% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.38% | Trim |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +0.89% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +870.34% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | -0.63% | Trim |
| 11 | BKNG | Booking Holdings Inc | +0.2% | +0.44% | Add |
| 12 | FISV | Fiserv Inc | +0.2% | +0.45% | Add |
| 13 | MA | Mastercard Inc - A | +0.2% | +0.54% | Add |
| 14 | BLKCHF | Blackrock Inc | +0.1% | +0.13% | Add |
| 15 | VTWO | Vanguard Russell 2000 ETF | +0.1% | NEW | New buy |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | +0.1% | -5.63% | Trim |
| 18 | KMX | Carmax Inc | 0% | +0.45% | Add |
| 19 | SPHY | Ss Spdr P High Yield ETF | 0% | +9964.44% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 0% | +570.00% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 22 | IEMG | Ishares Core Msci Emerging | 0% | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | 0% | +0.18% | Add |
| 24 | BND | Vanguard Total Bond Market | 0% | +13.54% | Add |
| 25 | CHH | Choice Hotels Intl Inc | 0% | — | Unchanged |
| 26 | CHKP | Check Point Software Technologies Ltd. | 0% | EXIT | Sold out |
| 27 | BSV | Vanguard Short-term Bond ETF | 0% | -86.48% | Trim |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | -5.52% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.34% | Trim |
| 30 | ZETA | Zeta Global Holdings Corp-a | -0.1% | — | Unchanged |
| 31 | MDY | State Street Spdr S&p Midcap | -0.1% | -40.61% | Trim |
| 32 | OTIS | Otis Worldwide CORP | -0.1% | +1.88% | Add |
| 33 | SBUX | Starbucks CORP | -0.1% | +0.93% | Add |
| 34 | DHR | Danaher CORP | -0.1% | +3.43% | Add |
| 35 | JNJ | Johnson & Johnson | -0.1% | +1.25% | Add |
| 36 | CB | Chubb Limited | -0.1% | -0.72% | Trim |
| 37 | VB | Vanguard Small-cap ETF | -0.1% | -8.73% | Trim |
| 38 | VXUS | Vanguard Total Intl Stock | -0.1% | -20.23% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | +2.24% | Add |
| 40 | ADM | Archer-daniels-midland Co | -0.2% | — | Unchanged |
| 41 | GD | General Dynamics CORP | -0.2% | +0.52% | Add |
| 42 | GE | General Electric | -0.2% | -1.08% | Trim |
| 43 | LMT | Lockheed Martin CORP | -0.2% | +2.20% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -0.28% | Trim |
| 45 | ASML | ASML Holding N.V. | -0.3% | +1.51% | Add |
| 46 | MSFT | Microsoft CORP | -0.3% | -2.75% | Trim |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.3% | -12.24% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.3% | +1.00% | Add |
| 49 | IQV | Iqvia Holdings Inc | -0.4% | -1.66% | Trim |
| 50 | UBER | Uber Technologies Inc | -0.4% | -0.35% | Trim |
According to official SEC Form 13F filings, Investment Research & Advisory Group, Inc. reported a total U.S. public equity portfolio value of $323.9M across 210 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 30.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTWO
市值: $223.4K
Top Position Liquidated / Trimmed
CHKP
前期市值: $57.8K
During Q4 2024, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (20.3%)、AAPL (8.6%)、MSFT (4.3%). The largest single position, VOO, represented 20.3% of total portfolio value.
In Q4 2024, Investment Research & Advisory Group, Inc. made 46 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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