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Investment Research & Advisory Group, Inc.

Q3 2022 Holdings

Filed 2022-10-18 | 172 holdings | $12.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Xeris Pharmaceuticals in(XRX)COM NEW98421M106$18030.0%
Peloton Interactive Inc(PTON)CL A COM70614W100$22680.0%
Caterpillar Inc(CAT)COM149123101$2100.0%
Enterprise Prods Part LP(EPD)COM293792107$2980.0%
DOW Inc(DOW)COM260557103$3660.0%
Dupont de Nemours Inc IA(DD)COM26614N102$3660.0%
Vanguard Total Stock Market ETF(VTI)TOTAL STK MKT922908769$3140.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$4640.0%
Draftkings Inc New(DKNG)COM CL A26142V105$42880.0%
Haleon PLC(HLN)SPON ADS405552100$46000.0%
Corteva Inc(CTVA)COM22052L104$4660.0%
Spdr Index Shares Emerg Markt ETF(SPEM)PORTFOLIO EMG MK78463X509$41430.0%
Mcdonalds Corp(MCD)COM580135101$5230.0%
Block Inc(XYZ)CL A852234103$5980.0%
Organon & Co(OGN)COM68622V106$52050.0%
Harley Davidson Inc(HOG)COM412822108$51290.0%
LPL Finl Hldgs(LPLA)COM50212V100$5230.0%
Revolve Group Inc(RVLV)CL A76156B107$62810.0%
Shopify Inc(SHOP)CL A82509L107$62200.0%
SEA LTD(SE)SPONS ADS81141R100$71160.0%
Match Group Inc New(MTCH)COM57667L107$71420.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$7580.0%
Vanguard Ftse Developed Markets ETF(VEA)VAN FTSE DEV MKT921943858$71820.0%
Zoom Video Communication(ZM)CL A98980L101$71000.0%
Wolfspeed Inc(WOLF*)COM977852102$7660.0%
Vanguard Mid Cap ETF(VO)MID CAP ETF922908629$7390.0%
Emerson Electric Co(EMR)COM291011104$71000.0%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$7350.0%
Lululemon Athletica(LULU)COM550021109$8280.0%
Ishares Core US Aggregate Bond ETF(AGG)CORE US AGGBD ETF464287226$8790.0%
Mercadolibre Inc(MELI)COM58733R102$8100.0%
Dexcom Inc(DXCM)COM252131107$81000.0%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$8500.0%
Verizon Communicatn(VZ)COM92343V104$82000.0%
Medtronic PLC(MDT)SHSG5960L103$91090.0%
Atlassian Corp PLC(TEAM)CL AG06242104$9450.0%
Idexx Labs Inc(IDXX)COM45168D104$9270.0%
General Motors Co(GM)COM37045V100$92650.0%
Prudential Finl(PRU)COM744320102$91000.0%
Penn Entmt Inc(PENN)COM707569109$93400.0%
State Street Corp(STT)COM857477103$91420.0%
Spdr Portfolio Dvlpd Wrld Ex-US ETF(SPDW)PORTFOLIO DEVLPD78463X889$93300.0%
Solaredge Tech(SEDG)COM83417M104$9380.0%
O Reilly Automotive(ORLY)COM67103H107$11160.0%
Gartner Inc(IT)COM366651107$12430.0%
Spdr Fund Consumer Discre Select ETF(XLY)SBI CONS DISCR81369Y407$13940.0%
Select STR Financial Select Spdr ETF(XLF)FINANCIAL81369Y605$144760.0%
Occidental Petrol Co(OXY)COM674599105$142220.0%
Pepsico Inc(PEP)COM713448108$14880.0%
GSK PLC ADR(GSK)SPON ADR37733W204$144800.0%
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