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Judith Jolley

@Investment Research & Advisory Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$236.914MTotal holdings209
Assets growth rate5.01%Assets growth rate (2-Q avg)4.43%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Research & Advisory Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Investment Research & Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 236.914M in assets, with a quarterly growth rate of 5.01% and a 2-quarter average growth rate of 4.43%. The portfolio is managed by Judith Jolley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -2.23%
20.06%
$47.524M
90,063 shares@ $527.68 avg price
AAPLApple Inc
Recent Activity
Decreased -1.46%
8.22%
$19.451M
83,482 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.02%
4.54%
$10.745M
24,971 shares@ $430.3 avg price
NVDANvidia Corp
Recent Activity
Decreased -0.31%
3.72%
$8.79M
72,382 shares@ $121.44 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.73%
3.31%
$7.836M
42,055 shares@ $186.33 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.39%
2.98%
$7.039M
42,442 shares@ $165.85 avg price
MAMastercard Inc
Recent Activity
Decreased -0.93%
2.8%
$6.62M
13,405 shares@ $493.82 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.85%
2.53%
$5.976M
10,439 shares@ $572.45 avg price
LLYEli Lilly And Co
Recent Activity
Decreased -0.17%
2.41%
$5.691M
6,424 shares@ $885.95 avg price
VVisa Inc
Recent Activity
Increased 0.27%
2.28%
$5.401M
19,644 shares@ $274.96 avg price