Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GROUP INC | 04-17-2024 | 03-31-2024 | 211 | 217,255,167 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 1 | $44,808,370 | 93,215 | 0.02 | 0.02 | -5,878 | -5.93 | 03-31-2024 |
| APPLE INC | COM | 2 | $14,753,279 | 86,035 | 0.01 | 0.01 | 690 | 0.81 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $10,509,820 | 24,981 | 0.00 | 0.01 | -1,198 | -4.58 | 03-31-2024 |
| AMAZON.COM INC | COM | 4 | $7,541,327 | 41,808 | 0.00 | 0.00 | 1,329 | 3.28 | 03-31-2024 |
