Equal-WT
WhaleScore 2.0
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Investment Research & Advisory Group is based out of Atlanta. Investment Research & Advisory Group is a large advisory firm with 249 clients and discretionary assets under management (AUM) of $568,624,938 (Form ADV from 2023-03-16). Their last reported 13F filing for Q4 2023 included $195,919,775 in managed 13F securities
and a top 10 holdings concentration of 53.85%. Investment Research & Advisory Group's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 99,093. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 0.87% |
BND VANGUARD TOTAL BOND | 0.64% |
UBER Uber Technologies In | 0.3% |
CRM Salesforce.com Inc. | 0.29% |
SCHW Charles Schwab Corp | 0.25% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PFE Pfizer, Inc. | 0.75% |
VEEV Veeva Systems Inc | 0.53% |
UPS United Parcel Servic | 0.52% |
BDX Becton, Dickinson an | 0.38% |
DIS Walt Disney Co. (The | 0.25% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VOO VANGUARD 500 INDEX F | 22.09% |
AAPL Apple Inc | 8.39% |
MSFT Microsoft Corp. | 5.02% |
AMZN Amazon.com Inc. | 3.14% |
GOOGL Alphabet Inc. Class | 3.08% |
2023-12-31
13F Activity
Market Value | $196m, Prior: $176m |
New Purchases | 19 stocks |
Added To | 36 stocks |
Sold out of | 14 stocks |
Reduced holdings in | 36 stocks |
Top 10 Holdings % | 53.85% |
Turnover %[1] | 14.86% |
Turnover Alt %[2] | 2.01% |
Time Held Top 20 | 10.4 quarters |
Time Held Top 10 | 10.3 quarters |
Time Held All | 9.9 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31