Investment Research & Advisory Group, Inc. [Rocket]

Holdings

Investment Research & Advisory Group, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	79,915	-14,114	32,547,957,000	-488,515,000	18.84		Hist	06/30/2023
Apple Inc.	AAPL	Common	86,171	15	16,714,659,000	5,520,331,000	9.67		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	26,924	293	9,168,728,000	2,782,079,000	5.31	0.00	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	13,606	1,095	5,755,610,000	3,927,252,000	3.33	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	40,880	1,901	5,329,117,000	2,054,881,000	3.08		Hist	06/30/2023
Mastercard Inc	MA	CL A	13,271	-106	5,219,419,000	567,754,000	3.02		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	42,954	1,238	5,141,594,000	1,460,991,000	2.98		Hist	06/30/2023
VISA INC.	V	CL A	19,133	3	4,543,734,000	569,233,000	2.63		Hist	06/30/2023
IQVIA HOLDINGS INC.	IQV	COM	16,938	96	3,807,154,000	356,397,000	2.20		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	25,185	912	3,662,906,000	407,897,000	2.12		Hist	06/30/2023
BlackRock Inc.	BLK	Common	5,165	4	3,569,869,000	-87,788,000	2.07	0.00	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	11,008	2,287	3,159,076,000	2,109,591,000	1.83		Hist	06/30/2023
Salesforce, Inc.	CRM	Common	14,320	4,607	3,025,243,000	1,737,396,000	1.75		Hist	06/30/2023
SCHWAB CHARLES CORP	SCHW	Common	52,051	707	2,950,243,000	-1,324,699,000	1.71	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	5,987	-392	2,877,592,000	-504,426,000	1.67	0.00	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	26,488	351	2,623,919,000	31,076,000	1.52	0.00	Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	7,426	-101	2,532,266,000	207,176,000	1.47		Hist	06/30/2023
COMCAST CORP	CMCSA	Common	60,768	11,208	2,524,910,000	791,797,000	1.46		Hist	06/30/2023
Chubb Ltd	CB	COM	13,068	-14	2,516,374,000	-369,515,000	1.46	0.00	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	15,058	-72	2,492,441,000	-180,428,000	1.44		Hist	06/30/2023
PFIZER INC	PFE	Common	66,756	680	2,448,610,000	-937,124,000	1.42	0.00	Hist	06/30/2023
Uber Technologies, Inc	UBER	Common Stock	55,008	6,833	2,374,695,000	1,183,327,000	1.37		Hist	06/30/2023
UNITED PARCEL SERVICE INC	UPS	Common	13,038	12,938	2,337,063,000	2,319,679,000	1.35		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	4,291	837	2,310,189,000	733,438,000	1.34		Hist	06/30/2023
BECTON DICKINSON & CO	BDX	Common	8,496	761	2,243,029,000	276,018,000	1.30		Hist	06/30/2023
FISERV INC	FISV	Common	17,603	17,603	2,220,618,000	2,220,618,000	1.29	0.00	Hist	06/30/2023
Philip Morris International Inc.	PM	Common	19,654	59	1,918,623,000	-64,587,000	1.11		Hist	06/30/2023
GENERAL DYNAMICS CORP	GD	Common	8,783	-69	1,889,662,000	-306,608,000	1.09	0.00	Hist	06/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	2,511	2,511	1,819,847,000	1,819,847,000	1.05		Hist	06/30/2023
ADOBE INC.	ADBE	Common	3,695	3,621	1,806,818,000	1,781,915,000	1.05	0.00	Hist	06/30/2023
VANGUARD INDEX FUNDS	VB	ETF	8,546	-12,079	1,699,673,000	-2,085,936,000	0.98		Hist	06/30/2023
DELTA AIR LINES, INC.	DAL	Common	34,553	1,754	1,642,650,000	564,875,000	0.95	0.01	Hist	06/30/2023
CARMAX INC	KMX	Common	19,521	7,166	1,633,908,000	881,612,000	0.95	0.01	Hist	06/30/2023
Walt Disney Co	DIS	Common	1	-12,576	1,510,549,000	417,840,000	0.87	0.00	Hist	06/30/2023
SPDR SERIES TRUST	SPYX	Common	3,376	-1,952	1,496,513,000	-541,074,000	0.87		Hist	06/30/2023
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