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Investment Research & Advisory Group, Inc.

Q1 2024 Holdings

Filed 2024-04-17 | 211 holdings | $217.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
IBM Corp(IBM)COM459200101$2100.0%
Virgin Galactic Hldgs in(IPOAGBP)COM92766K106$30200.0%
Canopy Growth CorpCOM138035100$4350.0%
MR Cooper Group Inc(07WA)COM62482R107$7810.0%
Orion Office REIT Inc REIT(ONL)COM68629Y103$176500.0%
Allbirds Inc(BIRDGBP)COM01675A109$2113040.0%
Viatris Inc(VTRS)COM92556V106$239200.0%
Brookfield Business Co(BBUC)CL A EXC SUB VTG11259V106$362150.0%
Wisdomtree Japan Hedged Equity ETF(DXJ)JAPN HEDGE EQT97717W851$54350.0%
Walgreens Boots Alli(WBA)COM931427108$564260.0%
Celsius Holdings Inc(CELH)COM NEW15118V207$58070.0%
Brookfield Business P LP(BBUC)UNIT LTD L PG16234109$663300.0%
Pfizer Inc(PFE)COM717081103$694250.0%
Ishares Msci India ETF(INDA)MSCI INDIA ETF46429B598$774150.0%
Kraneshares CSI China Internet ETF(KWEB)CSI CHI INTERNET500767306$788300.0%
Diamondback Energy(FANG)COM25278X109$79340.0%
Taiwan Semiconductr Fsponsored ADR(TSM)SPONSORED ADR874039100$81660.0%
Wabtec(WAB)COM929740108$87460.0%
Xeris Pharmaceuticals in(XRX)COM98421M106$8914030.0%
Rivian Automotive Inc(RBLX)CL A771049103$928600.0%
Spdr Portfolio High Yield BND ETF(SPHY)PORTFLI HIGH YLD ETF78468R606$1.1K450.0%
Peloton Interactive Inc(PTON)COM CL A70614W100$1.1K2600.0%
3M Co Trades With DUE Bills(MMM)COM88579Y101$1.3K120.0%
Warner Brothers Discover(WBD)COM SER A934423104$1.3K1540.0%
MFA Finl, Inc. REIT(MFA)NOTE55272X607$1.3K1180.0%
Wolfspeed Inc(WOLF*)COM977852102$1.9K660.0%
Intel Corp(INTC)COM458140100$2.2K500.0%
Sofi Technologies Inc(SOFI)NOTE83406F102$2.5K3400.0%
Solaredge Tech(SEDG)COM83417M104$2.7K380.0%
Enterprise Prods Part LP(EPD)COM293792107$2.9K980.0%
Vanguard High Dividend Yield ETF(VYM)HIGH DIV YLD921946406$3.1K260.0%
Vanguard Total Stock Market ETF(VTI)TOTAL STK MKT922908769$3.6K140.0%
Caterpillar Inc(CAT)COM149123101$3.7K100.0%
Corteva Inc(CTVA)COM22052L104$3.8K660.0%
DOW Inc(DOW)COM260557103$3.8K660.0%
Rithm Capital Corp REIT(RITM)COM NEW64828T201$4.0K3600.0%
Verizon Communicatn(VZ)COM92343V104$4.2K1000.0%
Dupont de Nemours Inc IA(DD)COM26614N102$5.1K660.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$5.1K640.0%
Match Group Inc New(MTCH)COM57667L107$5.2K1420.0%
Spdr Index Shares Emerg Markt ETF(SPEM)PORTFOLIO EMG MK78463X509$5.2K1430.0%
Harley Davidson Inc(HOG)COM412822108$5.8K1330.0%
Revolve Group Inc(RVLV)CL A76156B107$5.9K2810.0%
LPL Finl Hldgs(LPLA)COM50212V100$6.1K230.0%
SEA LTD Funsponsored ADR(SE)SPONSORED ADR81141R100$6.2K1160.0%
Zoom Video Communication(ZM)CL A98980L101$6.5K1000.0%
Ishares Msci China A ETF(CNYA)MSCI CHINA A ETF46434V514$6.7K2580.0%
Mcdonalds Corp(MCD)COM580135101$6.9K250.0%
Ishares Core US Aggregate Bond ETF(AGG)CORE US AGGBD ETF464287226$7.7K790.0%
Block Inc(XYZ)CL A852234103$8.3K980.0%
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