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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
KMXCarmax Inc
Recent Activity
Increased 15.66%
0.89%
$2.103M
27,178 shares@ $77.39 avg price
PGProcter & Gamble Co
Recent Activity
Increased 2.17%
0.71%
$1.659M
9,578 shares@ $173.21 avg price
DHRDanaher Corp
Recent Activity
Increased 2%
0.61%
$1.435M
5,161 shares@ $278.02 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 14.87%
0.42%
$981,613
13,069 shares@ $75.12 avg price
IJHIshares Core S&p Mid Capetf
Recent Activity
Increased 6.14%
0.33%
$772,348
12,393 shares@ $62.33 avg price
QQQInvsc Qqq Trust Srs 1 Etf
Recent Activity
Increased 0.17%
0.25%
$576,411
1,181 shares@ $488.08 avg price
4645⤦Ishares Total Us Stock Market Etf
Recent Activity
Increased 42.93%
0.1%
$217,106
1,728 shares@ $125.65 avg price
MOAltria Group Inc
Recent Activity
Increased 181.46%
0.08%
$171,954
3,369 shares@ $51.05 avg price
AVGOBroadcom Inc
Recent Activity
Increased 900%
0.07%
$156,975
910 shares@ $172.5 avg price
ESGUIshares Esg Aware Msci Usa Etf
Recent Activity
Increased 0.4%
0.06%
$127,028
1,007 shares@ $126.15 avg price