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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
BKNGBooking Hldgs Inc
Recent Activity
New Position
1.22%
$2.881M
684 shares@ $4212.12 avg price
NFLXNetflix Inc
Recent Activity
New Position
1.01%
$2.391M
3,371 shares@ $709.27 avg price
AMTAmerican Tower Corp New Reit
Recent Activity
New Position
0.1%
$229,769
988 shares@ $232.56 avg price
VRPInvsc Variable Rate Preferred Etf
Recent Activity
New Position
0.1%
$224,885
9,194 shares@ $24.46 avg price
AVUVAvantis Us Small Cap Value Etf
Recent Activity
New Position
0.07%
$145,940
1,521 shares@ $95.96 avg price
QPFFAmerican Century Qualitypref Etf
Recent Activity
New Position
0.05%
$95,822
2,515 shares@ $38.11 avg price
CMGChipotle Mexican Grill I
Recent Activity
New Position
0.01%
$11,524
200 shares@ $57.62 avg price
GBTCGrayscale Bitcoin Mini Trust Etf
Recent Activity
New Position
0.01%
$10,404
1,848 shares@ $5.63 avg price
MSOSAdvisorshares Pure Us Cannabis Etf
Recent Activity
New Position
0.01%
$1,434
200 shares@ $7.17 avg price
BNTBrookfield Wealth Solu
Recent Activity
New Position
0.01%
$797
15 shares@ $53.14 avg price