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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CELHCelsius Holdings Inc
| 0% | $400 7 shares@ $57.15 avg price | Exited |
IBMIbm Corp
| 0% | $19 0 shares@ $0.0 avg price | Exited |