$333 Million is the total value of Investors Research Corp's 1152 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 67.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $5,947,000 | -1.5% | 127,938 | +17.8% | 1.79% | +4.9% |
FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,578,000 | +11.1% | 91,942 | +20.3% | 1.68% | +18.3% |
VSDA | Buy | VICTORY PORTFOLIOS II | $5,457,000 | +7.1% | 131,729 | +19.6% | 1.64% | +14.0% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,355,000 | +7.8% | 76,581 | +20.5% | 1.61% | +14.8% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $5,172,000 | +1.2% | 116,644 | +21.2% | 1.56% | +7.7% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,155,000 | +0.5% | 115,425 | +21.1% | 1.55% | +7.0% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $5,013,000 | -2.8% | 40,024 | +23.3% | 1.51% | +3.4% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,988,000 | +0.8% | 59,538 | +21.5% | 1.50% | +7.3% |
OEF | Buy | ISHARES TRs&p 100 etf | $4,887,000 | +0.2% | 28,334 | +21.1% | 1.47% | +6.7% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,871,000 | -0.7% | 68,114 | +6.2% | 1.46% | +5.7% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $4,826,000 | +0.4% | 28,001 | +21.4% | 1.45% | +6.8% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $4,692,000 | +0.1% | 89,754 | +26.7% | 1.41% | +6.5% |
SCZ | Buy | ISHARES TReafe sml cp etf | $4,548,000 | +2.1% | 83,321 | +24.1% | 1.37% | +8.7% |
PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $4,160,000 | +2.2% | 202,422 | +8.5% | 1.25% | +8.8% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,741,000 | -1.4% | 36,780 | +8.8% | 1.12% | +4.9% |
DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $3,727,000 | -2.3% | 111,081 | +9.0% | 1.12% | +3.9% |
MSFT | Buy | MICROSOFT CORP | $3,332,000 | -15.6% | 12,973 | +1.4% | 1.00% | -10.1% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,301,000 | -0.1% | 46,079 | +10.1% | 0.99% | +6.3% |
PSK | Buy | SPDR SER TRice pfd sec etf | $3,077,000 | +2.5% | 85,843 | +11.5% | 0.92% | +9.1% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $2,786,000 | +3.4% | 225,787 | +13.7% | 0.84% | +10.1% |
RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,532,000 | -17.3% | 17,148 | +3.0% | 0.76% | -12.0% |
AAPL | Buy | APPLE INC | $2,265,000 | -19.5% | 16,566 | +2.8% | 0.68% | -14.3% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,796,000 | +2.0% | 4,178 | +4.8% | 0.54% | +8.7% |
INTC | Buy | INTEL CORP | $1,642,000 | -23.2% | 43,884 | +1.8% | 0.49% | -18.2% |
MRK | Buy | MERCK & CO INC | $1,640,000 | +11.4% | 17,990 | +0.3% | 0.49% | +18.5% |
SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,483,000 | -5.8% | 33,599 | +0.7% | 0.45% | +0.2% |
PFF | Buy | ISHARES TRpfd and incm sec | $1,352,000 | +20.4% | 41,131 | +33.4% | 0.41% | +28.1% |
IGLB | Buy | ISHARES TR10+ yr invst grd | $1,250,000 | +18.5% | 23,439 | +36.5% | 0.38% | +26.2% |
DSI | Buy | ISHARES TRmsci kld400 soc | $1,140,000 | -16.0% | 15,855 | +1.2% | 0.34% | -10.4% |
APD | Buy | AIR PRODS & CHEMS INC | $1,078,000 | +0.3% | 4,482 | +4.2% | 0.32% | +6.6% |
CM | Buy | CANADIAN IMP BK COMM | $1,073,000 | -20.2% | 22,100 | +100.0% | 0.32% | -15.0% |
MMM | Buy | 3M CO | $981,000 | -10.7% | 7,584 | +2.7% | 0.30% | -4.8% |
MDT | Buy | MEDTRONIC PLC | $978,000 | -16.0% | 10,893 | +3.8% | 0.29% | -10.6% |
SPG | Buy | SIMON PPTY GROUP INC NEW | $959,000 | -22.8% | 10,107 | +7.1% | 0.29% | -17.9% |
SBUX | Buy | STARBUCKS CORP | $946,000 | +324.2% | 12,378 | +404.6% | 0.28% | +350.8% |
AMZN | Buy | AMAZON COM INC | $938,000 | -26.2% | 8,832 | +2164.6% | 0.28% | -21.4% |
GS | Buy | GOLDMAN SACHS GROUP INC | $910,000 | +868.1% | 3,064 | +978.9% | 0.27% | +914.8% |
GILD | Buy | GILEAD SCIENCES INC | $884,000 | +13.8% | 14,294 | +9.4% | 0.27% | +21.5% |
CMCSA | Buy | COMCAST CORP NEWcl a | $869,000 | -14.6% | 22,146 | +1.8% | 0.26% | -9.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $866,000 | +14.1% | 6,137 | +5.1% | 0.26% | +21.5% |
SDY | Buy | SPDR SER TRs&p divid etf | $854,000 | +49.8% | 7,194 | +61.6% | 0.26% | +59.6% |
BWA | Buy | BORGWARNER INC | $838,000 | +221.1% | 25,100 | +274.6% | 0.25% | +240.5% |
VFC | Buy | V F CORP | $830,000 | -12.1% | 18,800 | +13.3% | 0.25% | -6.4% |
New | APOLLO GLOBAL MGMT INC | $825,000 | – | 17,025 | +100.0% | 0.25% | – | |
BBY | New | BEST BUY INC | $823,000 | – | 12,620 | +100.0% | 0.25% | – |
JPM | Buy | JPMORGAN CHASE & CO | $815,000 | -13.9% | 7,237 | +4.2% | 0.24% | -8.2% |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $799,000 | – | 8,500 | +100.0% | 0.24% | – |
BLK | Buy | BLACKROCK INC | $781,000 | -9.8% | 1,283 | +13.2% | 0.24% | -4.1% |
SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $774,000 | +12800.0% | 9,804 | +19508.0% | 0.23% | +11550.0% |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $776,000 | +66.5% | 49,932 | +81.2% | 0.23% | +76.5% |
PFFD | Buy | GLOBAL X FDSus pfd etf | $768,000 | +63.4% | 36,195 | +80.9% | 0.23% | +73.7% |
TROW | Buy | PRICE T ROWE GROUP INC | $759,000 | +7490.0% | 6,680 | +10176.9% | 0.23% | +7500.0% |
PFXF | Buy | VANECK ETF TRUSTpreferred securt | $760,000 | +57.7% | 41,965 | +78.7% | 0.23% | +67.6% |
STLA | Buy | STELLANTIS N.V | $746,000 | +3143.5% | 60,325 | +4208.9% | 0.22% | +3633.3% |
SWK | New | STANLEY BLACK & DECKER INC | $738,000 | – | 7,040 | +100.0% | 0.22% | – |
DLS | Buy | WISDOMTREE TRintl smcap div | $727,000 | +50.8% | 12,459 | +77.4% | 0.22% | +61.0% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $721,000 | -11.2% | 331 | +13.4% | 0.22% | -5.2% |
TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $706,000 | +5.2% | 50,319 | +7.4% | 0.21% | +11.6% |
DIS | Buy | DISNEY WALT CO | $683,000 | -21.9% | 7,234 | +13.6% | 0.20% | -17.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $650,000 | +7.3% | 12,800 | +7.6% | 0.20% | +14.0% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $616,000 | +5500.0% | 67,425 | +6642.5% | 0.18% | +6066.7% |
LVS | Buy | LAS VEGAS SANDS CORP | $610,000 | +1.0% | 18,168 | +16.9% | 0.18% | +7.0% |
VMW | Buy | VMWARE INC | $607,000 | +4.5% | 5,325 | +4.4% | 0.18% | +11.0% |
New | SHELL PLCspon ads | $600,000 | – | 11,483 | +100.0% | 0.18% | – | |
BAC | Buy | BK OF AMERICA CORP | $596,000 | -20.2% | 19,156 | +5.6% | 0.18% | -15.2% |
FB | Buy | META PLATFORMS INCcl a | $591,000 | -22.2% | 3,665 | +7.3% | 0.18% | -17.2% |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $584,000 | +5740.0% | 15,789 | +7278.0% | 0.18% | +5766.7% |
DECK | Buy | DECKERS OUTDOOR CORP | $587,000 | -2.5% | 2,300 | +4.5% | 0.18% | +3.5% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $581,000 | +2051.9% | 48,278 | +2541.0% | 0.18% | +2087.5% |
IWM | Buy | ISHARES TRrussell 2000 etf | $567,000 | -16.5% | 3,350 | +1.3% | 0.17% | -11.5% |
TEF | Buy | TELEFONICA S Asponsored adr | $533,000 | +8.8% | 103,961 | +1.9% | 0.16% | +15.9% |
CRM | Buy | SALESFORCE INC | $525,000 | -12.8% | 3,184 | +12.4% | 0.16% | -7.1% |
C | Buy | CITIGROUP INC | $517,000 | -8.2% | 11,241 | +6.6% | 0.16% | -2.5% |
LRCX | Buy | LAM RESEARCH CORP | $492,000 | +1266.7% | 1,154 | +1622.4% | 0.15% | +1380.0% |
INTU | New | INTUIT | $482,000 | – | 1,250 | +100.0% | 0.14% | – |
SAM | Buy | BOSTON BEER INCcl a | $463,000 | -21.9% | 1,527 | +0.1% | 0.14% | -16.8% |
ADSK | Buy | AUTODESK INC | $456,000 | +22700.0% | 2,649 | +29333.3% | 0.14% | +13600.0% |
FL | Buy | FOOT LOCKER INC | $450,000 | -10.5% | 17,825 | +5.0% | 0.14% | -4.9% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $404,000 | -4.7% | 6,964 | +22.9% | 0.12% | +0.8% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $398,000 | +1374.1% | 1,088 | +1744.1% | 0.12% | +1400.0% |
KO | Buy | COCA COLA CO | $391,000 | +2.6% | 6,210 | +1.0% | 0.12% | +9.3% |
PYPL | Buy | PAYPAL HLDGS INC | $380,000 | -37.3% | 5,434 | +3.7% | 0.11% | -33.3% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $376,000 | +56.7% | 4,919 | +124.3% | 0.11% | +66.2% |
NDAQ | Buy | NASDAQ INC | $369,000 | -13.8% | 2,421 | +0.9% | 0.11% | -8.3% |
JNJ | Buy | JOHNSON & JOHNSON | $366,000 | +7.6% | 2,063 | +7.6% | 0.11% | +14.6% |
SLB | Buy | SCHLUMBERGER LTD | $351,000 | -8.1% | 9,813 | +6.1% | 0.11% | -1.9% |
QCOM | Buy | QUALCOMM INC | $343,000 | -15.5% | 2,685 | +1.0% | 0.10% | -10.4% |
SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $323,000 | +14.5% | 4,055 | +31.3% | 0.10% | +21.2% |
SPXN | Buy | PROSHARES TRsp500 ex finls | $311,000 | +10.3% | 3,893 | +32.1% | 0.09% | +16.2% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $311,000 | +11.5% | 7,409 | +32.4% | 0.09% | +17.7% |
IUSG | Buy | ISHARES TRcore s&p us gwt | $310,000 | +4.7% | 3,701 | +32.2% | 0.09% | +10.7% |
F | Buy | FORD MTR CO DEL | $307,000 | -34.3% | 27,623 | +0.1% | 0.09% | -30.3% |
RTH | Buy | VANECK ETF TRUSTretail etf | $299,000 | +12.4% | 1,965 | +33.5% | 0.09% | +20.0% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $299,000 | +10.3% | 2,680 | +33.3% | 0.09% | +16.9% |
ABBV | Buy | ABBVIE INC | $296,000 | +10.9% | 1,935 | +17.4% | 0.09% | +18.7% |
PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $293,000 | +9.7% | 4,992 | +35.1% | 0.09% | +17.3% |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $293,000 | +5.0% | 3,037 | +33.8% | 0.09% | +11.4% |
JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $291,000 | +13.7% | 5,713 | +35.8% | 0.09% | +20.8% |
New | HF SINCLAIR CORP | $280,000 | – | 6,200 | +100.0% | 0.08% | – | |
New | CONSTELLATION ENERGY CORP | $266,000 | – | 4,645 | +100.0% | 0.08% | – | |
FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $262,000 | +3.1% | 4,442 | +38.5% | 0.08% | +9.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $256,000 | -7.2% | 4,345 | +9.5% | 0.08% | -1.3% |
CVX | Buy | CHEVRON CORP NEW | $249,000 | -10.8% | 1,721 | +0.3% | 0.08% | -5.1% |
MCD | Buy | MCDONALDS CORP | $249,000 | +13.7% | 1,010 | +14.1% | 0.08% | +21.0% |
FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $251,000 | +5.9% | 3,060 | +40.8% | 0.08% | +11.9% |
PG | Buy | PROCTER AND GAMBLE CO | $235,000 | +8.8% | 1,636 | +15.7% | 0.07% | +16.4% |
New | GENERAL ELECTRIC CO | $215,000 | – | 3,370 | +100.0% | 0.06% | – | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $202,000 | +5.8% | 2,644 | +7.8% | 0.06% | +13.0% |
PEP | Buy | PEPSICO INC | $191,000 | +29.1% | 1,148 | +29.6% | 0.06% | +35.7% |
SPSB | Buy | SPDR SER TRportfolio short | $184,000 | +40.5% | 6,201 | +42.8% | 0.06% | +48.6% |
DHI | Buy | D R HORTON INC | $168,000 | -9.2% | 2,534 | +2.0% | 0.05% | -1.9% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $167,000 | +13.6% | 611 | +46.5% | 0.05% | +19.0% |
WYNN | Buy | WYNN RESORTS LTD | $159,000 | +152.4% | 2,785 | +254.8% | 0.05% | +166.7% |
NVDA | Buy | NVIDIA CORPORATION | $146,000 | -43.6% | 965 | +1.5% | 0.04% | -39.7% |
LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $142,000 | +6.0% | 3,772 | +11.5% | 0.04% | +13.2% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $142,000 | -13.9% | 4,514 | +0.6% | 0.04% | -8.5% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $138,000 | +3.8% | 1,156 | +6.0% | 0.04% | +7.9% |
New | WARNER BROS DISCOVERY INC | $133,000 | – | 9,928 | +100.0% | 0.04% | – | |
QDEF | Buy | FLEXSHARES TRqlt div def idx | $131,000 | 0.0% | 2,613 | +12.3% | 0.04% | +5.4% |
QDF | Buy | FLEXSHARES TRqualt divd idx | $129,000 | -3.7% | 2,541 | +12.1% | 0.04% | +2.6% |
SHV | Buy | ISHARES TRshort treas bd | $125,000 | +9.6% | 1,138 | +9.8% | 0.04% | +18.8% |
TXN | Buy | TEXAS INSTRS INC | $127,000 | -14.2% | 826 | +2.6% | 0.04% | -9.5% |
TFLO | Buy | ISHARES TRtrs flt rt bd | $128,000 | +10.3% | 2,537 | +9.9% | 0.04% | +15.2% |
GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $125,000 | +13.6% | 1,251 | +13.5% | 0.04% | +22.6% |
TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $123,000 | +6.0% | 4,867 | +13.4% | 0.04% | +12.1% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $124,000 | +67.6% | 1,285 | +71.3% | 0.04% | +76.2% |
GNMA | Buy | ISHARES TRgnma bond etf | $121,000 | +9.0% | 2,649 | +14.1% | 0.04% | +16.1% |
MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $118,000 | +11.3% | 5,541 | +14.6% | 0.04% | +16.7% |
UNP | Buy | UNION PAC CORP | $110,000 | -19.7% | 515 | +3.0% | 0.03% | -15.4% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $107,000 | -17.7% | 545 | +3.8% | 0.03% | -13.5% |
PM | Buy | PHILIP MORRIS INTL INC | $108,000 | +18.7% | 1,098 | +12.8% | 0.03% | +23.1% |
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $90,000 | – | 2,238 | +100.0% | 0.03% | – |
New | SYLVAMO CORP | $91,000 | – | 2,771 | +100.0% | 0.03% | – | |
EVCM | New | EVERCOMMERCE INC | $80,000 | – | 8,822 | +100.0% | 0.02% | – |
MMC | Buy | MARSH & MCLENNAN COS INC | $77,000 | +120.0% | 494 | +138.6% | 0.02% | +130.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $74,000 | +270.0% | 929 | +309.3% | 0.02% | +266.7% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $73,000 | +305.6% | 347 | +328.4% | 0.02% | +340.0% |
ORCL | Buy | ORACLE CORP | $71,000 | +73.2% | 1,012 | +102.4% | 0.02% | +75.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $71,000 | -5.3% | 1,715 | +5.0% | 0.02% | 0.0% |
HBI | Buy | HANESBRANDS INC | $65,000 | +32.7% | 6,300 | +90.9% | 0.02% | +42.9% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $67,000 | +81.1% | 1,072 | +83.2% | 0.02% | +100.0% |
AAL | Buy | AMERICAN AIRLS GROUP INC | $67,000 | -29.5% | 5,292 | +1.9% | 0.02% | -25.9% |
ANET | Buy | ARISTA NETWORKS INC | $63,000 | -29.2% | 667 | +4.2% | 0.02% | -24.0% |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $63,000 | +50.0% | 1,990 | +80.9% | 0.02% | +58.3% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $57,000 | +850.0% | 449 | +1182.9% | 0.02% | +750.0% |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $54,000 | – | 1,075 | +100.0% | 0.02% | – |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $54,000 | -12.9% | 285 | +4.8% | 0.02% | -11.1% |
New | DIMENSIONAL ETF TRUSTworld ex us core | $53,000 | – | 2,452 | +100.0% | 0.02% | – | |
HON | Buy | HONEYWELL INTL INC | $52,000 | +26.8% | 298 | +41.2% | 0.02% | +33.3% |
V | Buy | VISA INC | $49,000 | 0.0% | 248 | +12.2% | 0.02% | +7.1% |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $50,000 | – | 387 | +100.0% | 0.02% | – |
COST | Buy | COSTCO WHSL CORP NEW | $51,000 | +920.0% | 106 | +1225.0% | 0.02% | +1400.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $45,000 | +1025.0% | 82 | +1071.4% | 0.01% | +1300.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $45,000 | +800.0% | 269 | +976.0% | 0.01% | +1300.0% |
MTB | Buy | M & T BK CORP | $44,000 | +37.5% | 277 | +48.9% | 0.01% | +44.4% |
DHR | Buy | DANAHER CORPORATION | $43,000 | +760.0% | 168 | +888.2% | 0.01% | +1200.0% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
DE | New | DEERE & CO | $40,000 | – | 134 | +100.0% | 0.01% | – |
WY | Buy | WEYERHAEUSER CO MTN BE | $40,000 | +1233.3% | 1,213 | +1517.3% | 0.01% | +1100.0% |
AEM | New | AGNICO EAGLE MINES LTD | $40,000 | – | 880 | +100.0% | 0.01% | – |
New | SK TELECOM LTDsponsored adr | $35,000 | – | 1,576 | +100.0% | 0.01% | – | |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $36,000 | -2.7% | 397 | +16.1% | 0.01% | +10.0% |
CAT | New | CATERPILLAR INC | $37,000 | – | 209 | +100.0% | 0.01% | – |
OGN | New | ORGANON & CO | $37,000 | – | 1,087 | +100.0% | 0.01% | – |
SHW | New | SHERWIN WILLIAMS CO | $32,000 | – | 141 | +100.0% | 0.01% | – |
VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $34,000 | +1033.3% | 533 | +1058.7% | 0.01% | +900.0% |
ESGD | Buy | ISHARES TResg aw msci eafe | $30,000 | +130.8% | 476 | +168.9% | 0.01% | +125.0% |
ESGU | Buy | ISHARES TResg awr msci usa | $29,000 | +93.3% | 348 | +132.0% | 0.01% | +125.0% |
ESML | Buy | ISHARES TResg aware msci | $30,000 | +114.3% | 963 | +165.3% | 0.01% | +125.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $31,000 | 0.0% | 97 | +11.5% | 0.01% | 0.0% |
New | DIMENSIONAL ETF TRUSTus mktwide value | $30,000 | – | 954 | +100.0% | 0.01% | – | |
TLT | Buy | ISHARES TR20 yr tr bd etf | $28,000 | +16.7% | 246 | +33.0% | 0.01% | +14.3% |
CRBN | Buy | ISHARES TRmsci lw crb tg | $26,000 | +100.0% | 191 | +135.8% | 0.01% | +100.0% |
NOC | Buy | NORTHROP GRUMMAN CORP | $28,000 | +27.3% | 59 | +18.0% | 0.01% | +33.3% |
SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $26,000 | +85.7% | 287 | +131.5% | 0.01% | +100.0% |
SUSA | Buy | ISHARES TRmsci usa esg slc | $26,000 | +100.0% | 325 | +135.5% | 0.01% | +100.0% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $25,000 | +25.0% | 339 | +40.1% | 0.01% | +33.3% |
LOW | New | LOWES COS INC | $26,000 | – | 147 | +100.0% | 0.01% | – |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $26,000 | -7.1% | 512 | +8.7% | 0.01% | 0.0% |
EL | Buy | LAUDER ESTEE COS INCcl a | $23,000 | +15.0% | 89 | +18.7% | 0.01% | +16.7% |
VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $22,000 | – | 269 | +100.0% | 0.01% | – |
IEUR | New | ISHARES TRcore msci euro | $23,000 | – | 506 | +100.0% | 0.01% | – |
FIS | New | FIDELITY NATL INFORMATION SV | $23,000 | – | 250 | +100.0% | 0.01% | – |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $23,000 | +228.6% | 167 | +351.4% | 0.01% | +250.0% |
XLC | New | SELECT SECTOR SPDR TR | $23,000 | – | 419 | +100.0% | 0.01% | – |
AUD | New | AUDACY INCcl a | $19,000 | – | 19,850 | +100.0% | 0.01% | – |
PAYX | Buy | PAYCHEX INC | $19,000 | -5.0% | 171 | +19.6% | 0.01% | 0.0% |
FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $19,000 | 0.0% | 727 | +8.7% | 0.01% | +20.0% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $19,000 | -9.5% | 885 | +5.5% | 0.01% | 0.0% |
New | ECOVYST INC | $15,000 | – | 1,500 | +100.0% | 0.01% | – | |
SHYG | New | ISHARES TR0-5yr hi yl cp | $18,000 | – | 455 | +100.0% | 0.01% | – |
TTSH | New | TILE SHOP HLDGS INC | $17,000 | – | 5,400 | +100.0% | 0.01% | – |
FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $16,000 | 0.0% | 554 | +9.1% | 0.01% | 0.0% |
TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $17,000 | – | 411 | +100.0% | 0.01% | – |
IAU | New | ISHARES GOLD TRishares new | $18,000 | – | 530 | +100.0% | 0.01% | – |
FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $16,000 | -11.1% | 362 | +9.0% | 0.01% | 0.0% |
IGM | New | ISHARES TRexpnd tec sc etf | $18,000 | – | 62 | +100.0% | 0.01% | – |
USRT | Buy | ISHARES TRcre u s reit etf | $15,000 | -16.7% | 289 | +4.7% | 0.01% | 0.0% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $14,000 | -12.5% | 149 | +24.2% | 0.00% | -20.0% |
ANGL | New | VANECK ETF TRUSTfallen angel hg | $13,000 | – | 495 | +100.0% | 0.00% | – |
FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $13,000 | -7.1% | 426 | +7.0% | 0.00% | 0.0% |
EPR | New | EPR PPTYS | $14,000 | – | 300 | +100.0% | 0.00% | – |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $12,000 | -7.7% | 221 | +6.2% | 0.00% | 0.0% |
ELP | New | COMPANHIA PARANAENSE ENERG Cspon ads | $11,000 | – | 1,750 | +100.0% | 0.00% | – |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $11,000 | -15.4% | 420 | +6.3% | 0.00% | -25.0% |
IYG | New | ISHARES TRu.s. fin svc etf | $9,000 | – | 63 | +100.0% | 0.00% | – |
New | KYNDRYL HLDGS INC | $10,000 | – | 1,061 | +100.0% | 0.00% | – | |
GGG | Buy | GRACO INC | $6,000 | +100.0% | 96 | +128.6% | 0.00% | +100.0% |
IGIB | Buy | ISHARES TR | $6,000 | +50.0% | 118 | +68.6% | 0.00% | +100.0% |
GLD | Buy | SPDR GOLD TR | $6,000 | +200.0% | 33 | +175.0% | 0.00% | +100.0% |
CHPT | Buy | CHARGEPOINT HOLDINGS INC | $6,000 | -25.0% | 427 | +6.8% | 0.00% | 0.0% |
AMAT | Buy | APPLIED MATLS INC | $5,000 | +66.7% | 52 | +136.4% | 0.00% | +100.0% |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $6,000 | – | 87 | +100.0% | 0.00% | – |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $6,000 | +200.0% | 156 | +290.0% | 0.00% | +100.0% |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $6,000 | – | 78 | +100.0% | 0.00% | – |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $7,000 | -12.5% | 227 | +8.1% | 0.00% | 0.0% |
PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $6,000 | – | 350 | +100.0% | 0.00% | – |
EW | Buy | EDWARDS LIFESCIENCES CORP | $6,000 | +50.0% | 65 | +91.2% | 0.00% | +100.0% |
MPWR | Buy | MONOLITHIC PWR SYS INC | $6,000 | +100.0% | 15 | +114.3% | 0.00% | +100.0% |
IVOL | New | KRANESHARES TRquadrtc int rt | $8,000 | – | 321 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC | $3,000 | – | 34 | +100.0% | 0.00% | – |
MASI | New | MASIMO CORP | $3,000 | – | 26 | +100.0% | 0.00% | – |
MKTX | New | MARKETAXESS HLDGS INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
New | MANDIANT INC | $4,000 | – | 175 | +100.0% | 0.00% | – | |
MKSI | New | MKS INSTRS INC | $3,000 | – | 27 | +100.0% | 0.00% | – |
NVO | New | NOVO-NORDISK A Sadr | $4,000 | – | 34 | +100.0% | 0.00% | – |
New | LUCID GROUP INC | $4,000 | – | 216 | +100.0% | 0.00% | – | |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $3,000 | – | 13 | +100.0% | 0.00% | – |
OSTK | New | OVERSTOCK COM INC DEL | $4,000 | – | 153 | +100.0% | 0.00% | – |
SRVR | Buy | PACER FDS TRbnchmrk infra | $3,000 | +50.0% | 76 | +35.7% | 0.00% | 0.0% |
KEYS | New | KEYSIGHT TECHNOLOGIES INC | $3,000 | – | 24 | +100.0% | 0.00% | – |
KLAC | Buy | KLA CORP | $4,000 | +300.0% | 13 | +550.0% | 0.00% | – |
BBRE | Buy | J P MORGAN EXCHANGE TRADED Fbetbuld msci | $2,000 | 0.0% | 26 | +36.8% | 0.00% | 0.0% |
REM | Buy | ISHARES TRmortge rel etf | $2,000 | 0.0% | 87 | +42.6% | 0.00% | 0.0% |
REET | Buy | ISHARES TRglobal reit etf | $2,000 | 0.0% | 102 | +37.8% | 0.00% | 0.0% |
ESGE | New | ISHARES INCesg awr msci em | $4,000 | – | 133 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
USMV | New | ISHARES TRmsci usa min vol | $3,000 | – | 41 | +100.0% | 0.00% | – |
REZ | Buy | ISHARES TRresidential mult | $2,000 | 0.0% | 29 | +38.1% | 0.00% | 0.0% |
SEIC | New | SEI INVTS CO | $3,000 | – | 62 | +100.0% | 0.00% | – |
IYR | Buy | ISHARES TRu.s. real es etf | $2,000 | 0.0% | 25 | +47.1% | 0.00% | 0.0% |
ICF | Buy | ISHARES TRcohen steer reit | $2,000 | 0.0% | 38 | +40.7% | 0.00% | 0.0% |
RWR | Buy | SPDR SER TRdj reit etf | $2,000 | 0.0% | 23 | +43.8% | 0.00% | 0.0% |
XME | New | SPDR SER TRs&p metals mng | $4,000 | – | 84 | +100.0% | 0.00% | – |
XOP | New | SPDR SER TRs&p oilgas exp | $4,000 | – | 32 | +100.0% | 0.00% | – |
New | SABA CAPITAL INCOME & OPRNT | $3,000 | – | 387 | +100.0% | 0.00% | – | |
INFY | New | INFOSYS LTDsponsored adr | $3,000 | – | 153 | +100.0% | 0.00% | – |
ITW | New | ILLINOIS TOOL WKS INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
IDXX | New | IDEXX LABS INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
IEX | New | IDEX CORP | $4,000 | – | 20 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO | $4,000 | – | 17 | +100.0% | 0.00% | – |
JKHY | New | HENRY JACK & ASSOC INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
SCCO | New | SOUTHERN COPPER CORP | $2,000 | – | 49 | +100.0% | 0.00% | – |
New | SPROTT FDS TRuranium miners e | $3,000 | – | 47 | +100.0% | 0.00% | – | |
GFI | New | GOLD FIELDS LTDsponsored adr | $2,000 | – | 243 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $4,000 | – | 130 | +100.0% | 0.00% | – |
IT | New | GARTNER INC | $3,000 | – | 13 | +100.0% | 0.00% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
FAST | New | FASTENAL CO | $3,000 | – | 64 | +100.0% | 0.00% | – |
FDS | New | FACTSET RESH SYS INC | $3,000 | – | 9 | +100.0% | 0.00% | – |
TER | New | TERADYNE INC | $3,000 | – | 33 | +100.0% | 0.00% | – |
HAUZ | Buy | DBX ETF TRxtrack intl real | $2,000 | 0.0% | 96 | +14.3% | 0.00% | 0.0% |
CPRT | New | COPART INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
CTAS | New | CINTAS CORP | $3,000 | – | 9 | +100.0% | 0.00% | – |
VRSK | New | VERISK ANALYTICS INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT CO INC | $4,000 | – | 38 | +100.0% | 0.00% | – |
CNI | New | CANADIAN NATL RY CO | $3,000 | – | 29 | +100.0% | 0.00% | – |
WAT | New | WATERS CORP | $4,000 | – | 12 | +100.0% | 0.00% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
CSX | New | CSX CORP | $3,000 | – | 107 | +100.0% | 0.00% | – |
WIT | New | WIPRO LTDspon adr 1 sh | $3,000 | – | 483 | +100.0% | 0.00% | – |
BFB | New | BROWN FORMAN CORPcl b | $4,000 | – | 57 | +100.0% | 0.00% | – |
ZTS | New | ZOETIS INCcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $4,000 | – | 126 | +100.0% | 0.00% | – |
AME | New | AMETEK INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
ALGN | New | ALIGN TECHNOLOGY INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
ASML | New | ASML HOLDING N V | $3,000 | – | 6 | +100.0% | 0.00% | – |
MCO | New | MOODYS CORP | $3,000 | – | 11 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $4,000 | – | 47 | +100.0% | 0.00% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $3,000 | – | 3 | +100.0% | 0.00% | – |
SHOP | New | SHOPIFY INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
New | HIPPO HLDGS INC | $0 | – | 23 | +100.0% | 0.00% | – | |
New | FATHOM DIGITAL MFG CORP*w exp 12/22/202 | $0 | – | 12 | +100.0% | 0.00% | – | |
New | EMBECTA CORP | $0 | – | 11 | +100.0% | 0.00% | – | |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
New | GXO LOGISTICS INCORPORATED | $0 | – | 4 | +100.0% | 0.00% | – | |
UPST | Buy | UPSTART HLDGS INC | $0 | -100.0% | 15 | +150.0% | 0.00% | – |
New | DRAFTKINGS INC NEW | $1,000 | – | 100 | +100.0% | 0.00% | – | |
SLDB | New | SOLID BIOSCIENCES INC | $0 | – | 600 | +100.0% | 0.00% | – |
SNOW | Buy | SNOWFLAKE INCcl a | $1,000 | 0.0% | 7 | +40.0% | 0.00% | – |
DTM | New | DT MIDSTREAM INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
COLIW | New | COLICITY INC*w exp 02/24/202 | $0 | – | 10 | +100.0% | 0.00% | – |
COLI | New | COLICITY INC | $0 | – | 50 | +100.0% | 0.00% | – |
COIN | New | COINBASE GLOBAL INC | $1,000 | – | 29 | +100.0% | 0.00% | – |
New | VICARIOUS SURGICAL INC | $0 | – | 15 | +100.0% | 0.00% | – | |
New | ROBINHOOD MKTS INC | $0 | – | 2 | +100.0% | 0.00% | – | |
New | RIVIAN AUTOMOTIVE INC | $0 | – | 8 | +100.0% | 0.00% | – | |
BODY | New | THE BEACHBODY COMPANY INC | $0 | – | 20 | +100.0% | 0.00% | – |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $1,000 | 0.0% | 30 | +50.0% | 0.00% | – |
New | BAKKT HOLDINGS INC | $0 | – | 20 | +100.0% | 0.00% | – | |
ACB | Buy | AURORA CANNABIS INC | $0 | – | 245 | +444.4% | 0.00% | – |
New | EROS MEDIA WORLD PLC | $0 | – | 75 | +100.0% | 0.00% | – | |
New | GLOBALFOUNDRIES INCordinary shares | $1,000 | – | 13 | +100.0% | 0.00% | – | |
New | KENSINGTON CAP ACQ CORP IVunit 99/99/9999 | $0 | – | 45 | +100.0% | 0.00% | – | |
New | NU HLDGS LTD | $0 | – | 20 | +100.0% | 0.00% | – | |
New | POWERUP ACQUISITION CORP | $0 | – | 20 | +100.0% | 0.00% | – | |
New | POWERUP ACQUISITION CORP*w exp 05/23/202 | $0 | – | 10 | +100.0% | 0.00% | – | |
LSXMK | New | LIBERTY MEDIA CORP DEL | $0 | – | 10 | +100.0% | 0.00% | – |
NDACW | New | NIGHTDRAGON ACQUISITION CORP*w exp 02/26/202 | $0 | – | 10 | +100.0% | 0.00% | – |
NDAC | New | NIGHTDRAGON ACQUISITION CORP | $0 | – | 50 | +100.0% | 0.00% | – |
FWONK | New | LIBERTY MEDIA CORP DEL | $1,000 | – | 10 | +100.0% | 0.00% | – |
New | ORION OFFICE REIT INC | $1,000 | – | 88 | +100.0% | 0.00% | – | |
New | MATTERPORT INC | $0 | – | 8 | +100.0% | 0.00% | – | |
New | TRITIUM DCFC LIMITEDordinary shares | $1,000 | – | 230 | +100.0% | 0.00% | – | |
New | MFA FINL INC | $0 | – | 23 | +100.0% | 0.00% | – | |
EVGO | New | EVGO INC | $0 | – | 1 | +100.0% | 0.00% | – |
New | TELESAT CORP | $0 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 24 | Q3 2023 | 1.5% |
INTEL CORP | 24 | Q3 2023 | 1.3% |
CF INDS HLDGS INC | 24 | Q3 2023 | 1.1% |
APPLE INC | 24 | Q3 2023 | 1.1% |
SANOFI | 24 | Q3 2023 | 0.9% |
INTL PAPER CO | 24 | Q3 2023 | 0.7% |
NRG ENERGY INC | 24 | Q3 2023 | 1.1% |
CISCO SYS INC | 24 | Q3 2023 | 0.8% |
MOSAIC CO NEW | 24 | Q3 2023 | 1.1% |
LOCKHEED MARTIN CORP | 24 | Q3 2023 | 0.6% |
View Investors Research Corp's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-21 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-27 |
View Investors Research Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.