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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
7434⤦Proshares Ultrapro Shortqqq Etf
Recent Activity
New Position
0.01%
$739
100 shares@ $7.39 avg price
EBAYEbay Inc
Recent Activity
New Position
0.01%
$651
10 shares@ $65.1 avg price
AZNAstrazeneca Plc Fsponsored Adr
Recent Activity
New Position
0.01%
$312
4 shares@ $78.0 avg price
VMCVulcan Matls Co
Recent Activity
New Position
0.01%
$250
1 shares@ $250.0 avg price