Fund HoldingsInvestment Research & Advisory Group, Inc.

Total Portfolio Value
$176.24M
Total Bought
$15.33M
Total Sold
$8.13M
Net Transaction
+$7.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD S&P 500 ETF79,91595,259+15,34432,54837,40821.23%+4,860
ARCHER-DANIELS-MIDLN034,200+34,20002,5791.46%+2,579
VEEVA SYSTEMS INC(VEEV)9039,126+8,2231791,8571.05%+1,678
VANGUARD SMALL CAP ETF IV8,54613,360+4,8141,7002,5261.43%+826
ALPHABET INC.(GOOG)42,95443,349+3955,1425,6733.22%+531
WALT DISNEY CO(DIS)124,366+24,3651,5111,9751.12%+464
MOHAWK INDUSTRIES(MHK)8754,810+3,935904130.23%+322
CHARLES SCHWAB CORP(SCHW)52,05158,372+6,3212,9503,2051.82%+254
UBER TECHNOLOGIES INC(UBER)55,00856,935+1,9272,3752,6181.49%+244
LILLY ELI & CO(LLY)2,9893,053+641,4021,6400.93%+238
CHUBB LTD F
COM
13,06813,060-82,5162,7191.54%+202
ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
2,5113,425+9141,8202,0161.14%+196
COSTCO WHOLESALE CO(COST)4,2914,430+1392,3102,5031.42%+193
ZOETIS INC(ZTS)0108+10801880.11%+188
UNITEDHEALTH GRP INC(UNH)5,9876,018+312,8783,0341.72%+157
ADOBE INC(ADBE)3,6953,810+1151,8071,9431.10%+136
COMCAST CORP(CCZ)60,76858,886-1,8822,5252,6111.48%+86
BERKSHIRE HATHAWAY7,4267,469+432,5322,6161.48%+84
META PLATFORMS INC(META)11,00810,798-2103,1593,2421.84%+83
GENERAL DYNAMICS CO(GD)8,7838,869+861,8901,9601.11%+70
VANGUARD ENERGY ETF
ENERGY ETF
3,9653,96504485030.29%+55
ALPHABET INC.(GOOG)3,8603,86004675090.29%+42
ISHARES CORE S&P TOTAL US STOCK MARK6641,121+457651060.06%+41
UNITED STATES OIL ETF(USO)0500+5000400.02%+40
MASTERCARD INC(MA)13,27113,268-35,2195,2532.98%+34
GENERAL ELECTRIC CO(GE)12,78913,011+2221,4051,4380.82%+34
AMGEN INC.(AMGN)60460401341620.09%+28
ORACLE CORP(ORCL)0623+6230660.04%+66
FEDEX CORP(FDX)1,1711,17102903100.18%+20
CAPITAL ONE FC(COF)0200+2000190.01%+19
ABBVIE INC(ABBV)1,1931,19301611780.10%+17
ENTERPRISE PRODS PART LP(EPD)0646+6460180.01%+18
CRH PUBLIC LIMITED CO F0200+2000110.01%+11
ARROW DWA TACTICAL MACROETF01,000+1,0000100.01%+10
CHEVRON CORP(CVX)70370301111190.07%+8
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
0200+200070.00%+7
MCDONALDS CORP(MCD)024+24060.00%+6
1ST FINL BANKSH(FFIN)0250+250060.00%+6
DIREXION DAILY AAPL BULL1 5X ETF
DLY AAPL BULL 2X
0196+196050.00%+5
NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVO)0432+4320390.02%+39
P G & E CORP(PCG)0250+250040.00%+4
RITHM CAPITAL CORP REIT(RITM)0359+359030.00%+3
MFA FINL, INC. REIT(MFA)0468+468040.00%+4
DRAFTKINGS INC NEW(DKNG)0257+257080.00%+8
BLACKSTONE MTG TR REIT(BXMT)0126+126030.00%+3
CISCO SYSTEMS INC(CSCO)1,3041,304067700.04%+3
CHECK PT SOFTWARE F
ORD
0300+3000400.02%+40
MURPHY USA INC(MUSA)061+610210.01%+21
ATLASSIAN CORP045+45090.01%+9
OCCIDENTAL PETROL CO(OXY)0222+2220140.01%+14
CROWDSTRIKE HLDGS INC(CRWD)050+50080.00%+8
MERCADOLIBRE INC(MELI)010+100130.01%+13
3M CO(MMM)08+8010.00%+1
PRUDENTIAL FINL(PFH)0100+100090.01%+9
EMERSON ELECTRIC CO(EMR)0100+1000100.01%+10
INVESCO DB OIL FUND(DBO)030+30010.00%+1
LPL FINL HLDGS(LPLA)023+23050.00%+5
WALMART INC(WMT)0131+1310210.01%+21
CALL ALPHABET INC. $140 EXP 12/15/23(GOOG)01+1000.00%0
BROOKFIELD ASSET MANAG F0580+5800190.01%+19
CATERPILLAR INC(CAT)010+10030.00%+3
AUTODESK INC097+970200.01%+20
DUPONT DE NEMOURS INC IA(DD)066+66050.00%+5
ZOOM VIDEO COMMUNICATION(ZM)0100+100070.00%+7
LULULEMON ATHLETICA(LULU)028+280110.01%+11
GOLDMAN SACHS GROUP(GS)0139+1390450.03%+45
AMERICAN AIRLS GROUP(AAL)010+10000.00%0
INTEL CORP(INTC)050+50020.00%+2
DIAMONDBACK ENERGY(FANG)04+4010.00%+1
CELSIUS HOLDINGS INC(CELH)01+1000.00%0
CANOPY GROWTH CORP F051+51000.00%0
INNOVATIVE INDUSTRIAL PRREIT(IIPR)02+2000.00%0
MICRON TECHNOLOGY(MU)01+1000.00%0
MR COOPER GROUP INC01+1000.00%0
HONEYWELL INTL INC(HON)01+1000.00%0
VIATRIS INC(VTRS)020+20000.00%0
WALGREENS BOOTS ALLI01+1000.00%0
PROLOGIS INC. REIT(PLD)01+1000.00%0
BROOKFIELD BUSINESS CO F(BBUC)015+15000.00%0
MODERNA INC(MRNA)01+1000.00%0
SPDR PORTFOLIO HIGH YIELD BND ETF
ST PORT HIGH ETF
045+45010.00%+1
VIRGIN GALACTIC HLDGS INC020+20000.00%0
DUKE ENERGY CORP(DUK)589598+953530.03%-0
ALLBIRDS INC CLASS A0304+304000.00%0
UNITED STATES NATURAL GAS ETV0100+100010.00%+1
BROOKFIELD BUSINESS P LP030+30000.00%0
ORION OFFICE REIT INC REIT050+50000.00%0
SNOWFLAKE INC(SNOW)03+3000.00%0
VANGUARD HIGH DIVIDEND YIELD ETF026+26030.00%+3
VANGUARD TOTAL STOCK MARKET ETF014+14030.00%+3
DOW INC(DOW)066+66030.00%+3
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)08+8010.00%+1
ROBLOX CORP(RBLX)010+10000.00%0
SPDR INDEX SHARES EMERG MARKT ETF
ST PORT MARK ETF
0143+143050.00%+5
ACCENTURE PLC F
SHS CLASS A
097+970300.02%+30
SERVICE NOW INC(NOW)049+490270.02%+27
SOFI TECHNOLOGIES INC(SOFI)0480+480040.00%+4
VANGUARD MID CAP ETF053+530110.01%+11
GLOBE LIFE INC0225+2250240.01%+24
ISHARES MSCI EAFE ETF064+64040.00%+4
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