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  Name: Investment Research & Advisory Group Inc.
  City: ATLANTA
  State: GA
  Zip: 30309
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $217,254,000
  Total Value Change : $21,333,000
  Securities Held Change : -14
   
All Securities Held : 208
  New Positions : 17
  Closed Positions : 31
  Increased Positions : 50
  Unchanged Positions : 112
  Decreased Positions : 29

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 31 New $470.13 $2,157,000 4,742 0.99% 2,157,000 4,742 0.002    Aerospace/Defense - M...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 33 New $581.09 $2,052,000 3,531 0.94% 2,052,000 3,531 0.001    Medical Laboratories ...
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 36 New $98.66 $1,752,000 17,649 0.81% 1,752,000 17,649 0.004    N/A
   (DHR)1 Year Chart         DHR Danaher Corp 40 New $263.08 $1,186,000 4,749 0.55% 1,186,000 4,749 0.001    General Building Mate...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 81 New $296.79 $93,000 320 0.04% 93,000 320 0    Diversified Computer ...
   (PSX)1 Year Chart         PSX Phillips 66 85 New $138.07 $82,000 500 0.04% 82,000 500 0    Oil & Gas Refining, P...
   (AX)1 Year Chart         AX Axos Financial Inc 112 New $52.16 $27,000 504 0.01% 27,000 504 0.001    Savings & Loans
   (ATMU)1 Year Chart         ATMU Atmus Filtration Technologi... 114 New $29.05 $26,000 818 0.01% 26,000 818 0.001    N/A
   (DWAC)1 Year Chart         DWAC Digital World Acquisition Corp 122 New $44.59 $24,000 382 0.01% 24,000 382 0    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 123 New $129.97 $23,000 200 0.01% 23,000 200 0    N/A
   (AXP)1 Year Chart         AXP American Express Co 125 New $232.67 $22,000 96 0.01% 22,000 96 0    Credit Services
   (GLW)1 Year Chart         GLW Corning Inc 136 New $36.93 $16,000 500 0.01% 16,000 500 0    Communication Equipment
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 154 New $164.77 $9,000 61 0% 9,000 61 0    Technical & System So...
   (EPI)1 Year Chart         EPI WisdomTree India Earnings 155 New $46.47 $9,000 200 0% 9,000 200 0    Closed - End Fund - E...
   (DXJ)1 Year Chart         DXJ WisdomTree Trust Japan Tota... 184 New $107.78 $1,000 5 0% 1,000 5 0    Closed - End Fund - E...
   (INDA)1 Year Chart         INDA iShares Msci India ETF 190 New $0.00 $1,000 15 0% 1,000 15 0    N/A
   (KWEB)1 Year Chart         KWEB Kraneshares Csi China Internet 198 New $28.81 $1,000 30 0% 1,000 30 0    N/A

      17 Records Found
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