Portfolio (Quarterly)
Guide ↗
Investment Research & Advisory Group, Inc.
· CIK 0001802136| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BRO | BROWN & BROWN INC | Financial Services | 835 | $54K | 0.02% | SOLD |
| 2 | MDT | MEDTRONIC PLC F | Healthcare | 109 | $13K | 0.01% | SOLD |
| 3 | ABNB | AIRBNB INC CLASS A | Consumer Cyclical | 55 | $9K | 0.00% | SOLD |
| 4 | GEHC | GE HEALTHCARE TECHNOLOGI | Healthcare | 110 | $8K | 0.00% | SOLD |
| 5 | DD | DUPONT DE NEMOURS INC | Basic Materials | 93 | $6K | 0.00% | SOLD |
| 6 | VTRS | VIATRIS INC | Healthcare | 43 | $1K | — | SOLD |
| 7 | — | OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 | — | 7 | $300.0 | — | SOLD |
| 8 | GOOGL CALL | CALL ALPHABET INC $325 EXP 05/15/26 | Communication Services | 100 | $291.0 | — | SOLD |
| 9 | CRWV | COREWEAVE INC CLASS A | Technology | 3 | $232.0 | — | SOLD |
| 10 | VOO CALL | CALL VNGRD S&P 500 $625 EXP 04/24/26 | — | 100 | $218.0 | — | SOLD |
| 11 | EPSM | EPSIUM ENTERPRISE LTD FCLASS A | Consumer Defensive | 90 | $127.0 | — | SOLD |
| 12 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | — | 2 | $120.0 | — | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
18.2%
Communication Services
11.6%
Industrials
10.6%
Healthcare
9.7%
Consumer Cyclical
9.3%
Consumer Defensive
6.4%
Utilities
1.4%
Real Estate
0.3%
Basic Materials
0.2%