test

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
MSFTMicrosoft Corp
Recent Activity
Increased 0.02%
4.54%
$10.745M
24,971 shares@ $430.3 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.73%
3.31%
$7.836M
42,055 shares@ $186.33 avg price
VVisa Inc
Recent Activity
Increased 0.27%
2.28%
$5.401M
19,644 shares@ $274.96 avg price
BLKBlackrock Inc Class Equity
Recent Activity
Increased 1.23%
2.13%
$5.037M
5,301 shares@ $950.14 avg price
UBERUber Technologies Inc
Recent Activity
Increased 0.41%
1.83%
$4.326M
57,561 shares@ $75.17 avg price
IQVIqvia Hldgs Inc
Recent Activity
Increased 1.88%
1.79%
$4.228M
17,843 shares@ $236.98 avg price
SCHWCharles Schwab Corp
Recent Activity
Increased 3.85%
1.76%
$4.17M
64,336 shares@ $64.82 avg price
CRMSalesforce Inc
Recent Activity
Increased 2%
1.76%
$4.152M
15,169 shares@ $273.72 avg price
CBChubb Ltd F
Recent Activity
Increased 0.5%
1.66%
$3.922M
13,599 shares@ $288.4 avg price
ASMLAsml Hldg N V Fsponsored Adr
Recent Activity
Increased 6.21%
1.63%
$3.853M
4,624 shares@ $833.25 avg price