Judith Jolley

@Investment Research & Advisory Group, Inc.

Latest period2024 - Q3

Reported2mo 27d ago

Managed Assets$236.914M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DVYIshares Select Dividend Etf Recent Activity Exited	0%	$120,980 1,000 shares@ $120.98 avg price	Exited
GISGeneral Mills Inc Recent Activity Exited	0%	$86,666 1,370 shares@ $63.26 avg price	Exited
PINSPinterest Inc Recent Activity Exited	0%	$26,442 600 shares@ $44.07 avg price	Exited
TA T & T Inc Recent Activity Exited	0%	$13,636 714 shares@ $19.1 avg price	Exited
DJTTrump Media & Technology Recent Activity Exited	0%	$12,511 382 shares@ $32.76 avg price	Exited
AGGIshares Core Us Aggregate Bond Etf Recent Activity Exited	0%	$7,669 79 shares@ $97.08 avg price	Exited
LPLALpl Finl Hldgs Recent Activity Exited	0%	$6,424 23 shares@ $279.31 avg price	Exited
EFAIshares Msci Eafe Etf Recent Activity Exited	0%	$5,013 64 shares@ $78.33 avg price	Exited
TQQQProshares Ultrapro Qqq Etf Recent Activity Exited	0%	$664 9 shares@ $73.78 avg price	Exited
KWEBKraneshares Csi China Internet Etf Recent Activity Exited	0%	$405 15 shares@ $27.0 avg price	Exited