$327 Million is the total value of Investors Research Corp's 1153 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $6,255,000 | +5.2% | 141,795 | +10.8% | 1.92% | +7.2% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $5,936,000 | +6.4% | 102,964 | +12.0% | 1.82% | +8.4% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $5,826,000 | +6.8% | 147,475 | +12.0% | 1.78% | +8.8% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,709,000 | +6.6% | 85,949 | +12.2% | 1.75% | +8.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $5,510,000 | +6.5% | 131,216 | +12.5% | 1.69% | +8.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $5,502,000 | +6.7% | 129,909 | +12.5% | 1.68% | +8.7% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $5,435,000 | +8.4% | 45,485 | +13.6% | 1.66% | +10.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $5,336,000 | +7.0% | 67,089 | +12.7% | 1.63% | +9.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $5,185,000 | +6.1% | 31,909 | +12.6% | 1.59% | +8.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,169,000 | +10.2% | 103,172 | +14.9% | 1.58% | +12.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $5,167,000 | +6.1% | 71,745 | +5.3% | 1.58% | +8.1% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $5,164,000 | +7.0% | 31,571 | +12.7% | 1.58% | +9.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $4,670,000 | +2.7% | 95,726 | +14.9% | 1.43% | +4.6% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $4,027,000 | -3.2% | 216,613 | +7.0% | 1.23% | -1.4% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $3,803,000 | +2.0% | 118,811 | +7.0% | 1.16% | +4.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,724,000 | -0.5% | 39,246 | +6.7% | 1.14% | +1.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,302,000 | +0.0% | 49,700 | +7.9% | 1.01% | +1.9% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $3,249,000 | +5.6% | 93,199 | +8.6% | 1.00% | +7.6% |
| MSFT | Buy | MICROSOFT CORP | $3,029,000 | -9.1% | 13,007 | +0.3% | 0.93% | -7.4% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $2,938,000 | +5.5% | 247,337 | +9.5% | 0.90% | +7.4% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,542,000 | +0.4% | 17,581 | +2.5% | 0.78% | +2.4% |
| AAPL | Buy | APPLE INC | $2,292,000 | +1.2% | 16,587 | +0.1% | 0.70% | +3.1% |
| MRK | Buy | MERCK & CO INC | $1,556,000 | -5.1% | 18,072 | +0.5% | 0.48% | -3.2% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,556,000 | +15.1% | 49,135 | +19.5% | 0.48% | +17.5% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $1,370,000 | +9.6% | 28,414 | +21.2% | 0.42% | +11.7% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,331,000 | -10.2% | 34,022 | +1.3% | 0.41% | -8.5% |
| INTC | Buy | INTEL CORP | $1,175,000 | -28.4% | 45,609 | +3.9% | 0.36% | -27.1% |
| TFC | Buy | TRUIST FINL CORP | $1,158,000 | -7.4% | 26,600 | +0.8% | 0.36% | -5.6% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,065,000 | -6.6% | 15,897 | +0.3% | 0.33% | -5.0% |
| SNY | Buy | SANOFIsponsored adr | $1,053,000 | -23.9% | 27,689 | +0.1% | 0.32% | -22.4% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,046,000 | -3.0% | 4,496 | +0.3% | 0.32% | -1.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $1,039,000 | +8.3% | 11,582 | +14.6% | 0.32% | +10.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,035,000 | +21.2% | 9,279 | +29.0% | 0.32% | +23.3% |
| T | Buy | AT&T INC | $1,023,000 | +25.7% | 66,659 | +71.5% | 0.31% | +27.8% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,008,000 | +29.9% | 67,037 | +34.3% | 0.31% | +32.6% |
| AMZN | Buy | AMAZON COM INC | $1,002,000 | +6.8% | 8,863 | +0.4% | 0.31% | +8.9% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $998,000 | +29.9% | 48,680 | +34.5% | 0.31% | +32.5% |
| MDT | Buy | MEDTRONIC PLC | $979,000 | +0.1% | 12,118 | +11.2% | 0.30% | +2.0% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $972,000 | +27.9% | 56,531 | +34.7% | 0.30% | +30.7% |
| CSCO | Buy | CISCO SYS INC | $963,000 | -5.4% | 24,078 | +0.9% | 0.30% | -3.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $949,000 | +4.3% | 3,239 | +5.7% | 0.29% | +6.2% |
| EMR | Buy | EMERSON ELEC CO | $937,000 | -7.6% | 12,793 | +0.3% | 0.29% | -5.9% |
| BBY | Buy | BEST BUY INC | $934,000 | +13.5% | 14,745 | +16.8% | 0.29% | +15.8% |
| MMM | Buy | 3M CO | $932,000 | -5.0% | 8,434 | +11.2% | 0.28% | -3.4% |
| GILD | Buy | GILEAD SCIENCES INC | $913,000 | +3.3% | 14,794 | +3.5% | 0.28% | +5.3% |
| Buy | APOLLO GLOBAL MGMT INC | $882,000 | +6.9% | 18,965 | +11.4% | 0.27% | +8.9% | |
| DLS | Buy | WISDOMTREE TRintl smcap div | $875,000 | +20.4% | 17,008 | +36.5% | 0.27% | +22.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $848,000 | +6.1% | 9,381 | +10.4% | 0.26% | +8.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $842,000 | +3.3% | 8,059 | +11.4% | 0.26% | +5.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $840,000 | +29.2% | 22,115 | +72.8% | 0.26% | +31.8% |
| BLK | Buy | BLACKROCK INC | $834,000 | +6.8% | 1,515 | +18.1% | 0.26% | +8.5% |
| FDX | Buy | FEDEX CORP | $825,000 | +98.8% | 5,554 | +203.7% | 0.25% | +102.4% |
| STLA | Buy | STELLANTIS N.V | $826,000 | +10.7% | 69,775 | +15.7% | 0.25% | +12.9% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $718,000 | -11.4% | 15,430 | +0.2% | 0.22% | -9.5% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $705,000 | +21.3% | 53,503 | +10.8% | 0.22% | +23.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $704,000 | -7.2% | 6,703 | +0.3% | 0.22% | -5.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $702,000 | -19.2% | 23,921 | +8.0% | 0.22% | -17.6% |
| DIS | Buy | DISNEY WALT CO | $700,000 | +2.5% | 7,426 | +2.7% | 0.21% | +4.4% |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $675,000 | – | 7,295 | +100.0% | 0.21% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $672,000 | -6.8% | 7,028 | +2023.3% | 0.21% | -5.1% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $661,000 | +13.2% | 18,264 | +15.7% | 0.20% | +14.8% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $658,000 | +6.8% | 77,100 | +14.3% | 0.20% | +9.2% |
| VFC | Buy | V F CORP | $639,000 | -23.0% | 21,375 | +13.7% | 0.20% | -21.6% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $633,000 | -14.2% | 8,415 | +19.5% | 0.19% | -12.6% |
| EMN | Buy | EASTMAN CHEM CO | $608,000 | +508.0% | 8,561 | +670.6% | 0.19% | +520.0% |
| Buy | SHELL PLCspon ads | $574,000 | -4.3% | 11,532 | +0.4% | 0.18% | -2.2% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $559,000 | -1.4% | 3,392 | +1.3% | 0.17% | +0.6% |
| HD | Buy | HOME DEPOT INC | $542,000 | +0.9% | 1,966 | +0.5% | 0.17% | +3.1% |
| GPN | Buy | GLOBAL PMTS INC | $514,000 | +0.4% | 4,754 | +2.7% | 0.16% | +1.9% |
| FB | Buy | META PLATFORMS INCcl a | $513,000 | -13.2% | 3,783 | +3.2% | 0.16% | -11.8% |
| ADSK | Buy | AUTODESK INC | $496,000 | +8.8% | 2,653 | +0.2% | 0.15% | +10.9% |
| CRM | Buy | SALESFORCE INC | $491,000 | -6.5% | 3,413 | +7.2% | 0.15% | -5.1% |
| INTU | Buy | INTUIT | $485,000 | +0.6% | 1,252 | +0.2% | 0.15% | +2.8% |
| LRCX | Buy | LAM RESEARCH CORP | $483,000 | -1.8% | 1,321 | +14.5% | 0.15% | 0.0% |
| ING | Buy | ING GROEP N.V.sponsored adr | $481,000 | -14.0% | 56,540 | +0.3% | 0.15% | -12.5% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $479,000 | -38.1% | 11,213 | +14.4% | 0.15% | -36.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $470,000 | +23.7% | 5,464 | +0.6% | 0.14% | +26.3% |
| AEO | Buy | AMERICAN EAGLE OUTFITTERS IN | $468,000 | +23300.0% | 48,050 | +23925.0% | 0.14% | +14200.0% |
| SWM | Buy | MATIV HOLDINGS INC | $457,000 | -10.6% | 20,679 | +1.7% | 0.14% | -9.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $457,000 | +13.1% | 8,182 | +17.5% | 0.14% | +15.7% |
| ETN | Buy | EATON CORP PLC | $456,000 | +6.5% | 3,418 | +0.5% | 0.14% | +8.5% |
| NDAQ | Buy | NASDAQ INC | $415,000 | +12.5% | 7,323 | +202.5% | 0.13% | +14.4% |
| RTH | Buy | VANECK ETF TRUSTretail etf | $374,000 | +25.1% | 2,412 | +22.7% | 0.12% | +27.8% |
| New | GSK PLCsponsored adr | $377,000 | – | 12,795 | +100.0% | 0.12% | – | |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $371,000 | +14.9% | 4,957 | +22.2% | 0.11% | +17.5% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $366,000 | -16.6% | 6,673 | +0.4% | 0.11% | -15.2% |
| SPXN | Buy | PROSHARES TRsp500 ex finls | $363,000 | +16.7% | 4,784 | +22.9% | 0.11% | +19.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $363,000 | +16.7% | 9,144 | +23.4% | 0.11% | +19.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $351,000 | -3.6% | 983 | +1.8% | 0.11% | -0.9% |
| KO | Buy | COCA COLA CO | $354,000 | -9.5% | 6,324 | +1.8% | 0.11% | -8.5% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $351,000 | +13.2% | 4,374 | +18.2% | 0.11% | +16.1% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $353,000 | +20.5% | 6,199 | +24.2% | 0.11% | +22.7% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $348,000 | +19.6% | 7,114 | +24.5% | 0.11% | +23.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $345,000 | +15.4% | 3,318 | +23.8% | 0.11% | +17.8% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $342,000 | +16.7% | 3,761 | +23.8% | 0.10% | +19.3% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $340,000 | +29.8% | 5,581 | +25.6% | 0.10% | +31.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $340,000 | -7.1% | 2,083 | +1.0% | 0.10% | -5.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $329,000 | -12.5% | 5,196 | +5.6% | 0.10% | -10.6% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $319,000 | +27.1% | 3,933 | +28.5% | 0.10% | +30.7% |
| F | Buy | FORD MTR CO DEL | $317,000 | +3.3% | 28,263 | +2.3% | 0.10% | +5.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $312,000 | -21.6% | 1,133 | +4.1% | 0.10% | -20.0% |
| QCOM | Buy | QUALCOMM INC | $306,000 | -10.8% | 2,710 | +0.9% | 0.09% | -8.7% |
| New | ADEIA INC | $307,000 | – | 21,713 | +100.0% | 0.09% | – | |
| SPLK | Buy | SPLUNK INC | $268,000 | -14.4% | 3,564 | +0.7% | 0.08% | -12.8% |
| ABBV | Buy | ABBVIE INC | $263,000 | -11.1% | 1,957 | +1.1% | 0.08% | -9.0% |
| CVX | Buy | CHEVRON CORP NEW | $249,000 | 0.0% | 1,736 | +0.9% | 0.08% | +1.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $249,000 | -2.7% | 4,721 | +8.7% | 0.08% | -1.3% |
| MCD | Buy | MCDONALDS CORP | $237,000 | -4.8% | 1,025 | +1.5% | 0.07% | -2.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $223,000 | +21.2% | 7,615 | +22.8% | 0.07% | +23.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $220,000 | +8.9% | 2,956 | +11.8% | 0.07% | +9.8% |
| TD | Buy | TORONTO DOMINION BK ONT | $215,000 | -5.7% | 3,505 | +0.8% | 0.07% | -4.3% |
| BCS | Buy | BARCLAYS PLCadr | $211,000 | -15.3% | 33,025 | +0.7% | 0.06% | -13.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $209,000 | -11.1% | 1,659 | +1.4% | 0.06% | -9.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $197,000 | -3.4% | 6,174 | +1.6% | 0.06% | -1.6% |
| TSLA | Buy | TESLA INC | $185,000 | +17.8% | 699 | +200.0% | 0.06% | +21.3% |
| DHI | Buy | D R HORTON INC | $174,000 | +3.6% | 2,581 | +1.9% | 0.05% | +3.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $167,000 | 0.0% | 625 | +2.3% | 0.05% | +2.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $155,000 | +12.3% | 1,354 | +17.1% | 0.05% | +14.6% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $152,000 | +18.8% | 3,015 | +18.8% | 0.05% | +23.7% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $150,000 | +5.6% | 4,398 | +16.6% | 0.05% | +7.0% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $149,000 | +19.2% | 1,490 | +19.1% | 0.05% | +21.1% |
| SHV | Buy | ISHARES TRshort treas bd | $149,000 | +19.2% | 1,352 | +18.8% | 0.05% | +21.1% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $141,000 | +7.6% | 3,076 | +17.7% | 0.04% | +10.3% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $141,000 | +9.3% | 2,990 | +17.7% | 0.04% | +10.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $138,000 | -2.8% | 4,891 | +8.4% | 0.04% | -2.3% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $137,000 | +11.4% | 5,834 | +19.9% | 0.04% | +13.5% |
| GNMA | Buy | ISHARES TRgnma bond etf | $137,000 | +13.2% | 3,178 | +20.0% | 0.04% | +16.7% |
| MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $135,000 | +14.4% | 6,692 | +20.8% | 0.04% | +17.1% |
| TXN | Buy | TEXAS INSTRS INC | $131,000 | +3.1% | 846 | +2.4% | 0.04% | +5.3% |
| CCEP | Buy | COCA-COLA EUROPACIFIC PARTNE | $123,000 | -16.3% | 2,881 | +1.2% | 0.04% | -13.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $122,000 | +6000.0% | 1,310 | +8633.3% | 0.04% | +3600.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $119,000 | +60.8% | 1,567 | +68.7% | 0.04% | +63.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $105,000 | +84.2% | 885 | +97.1% | 0.03% | +88.2% |
| UNP | Buy | UNION PAC CORP | $106,000 | -3.6% | 546 | +6.0% | 0.03% | -3.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $100,000 | +100.0% | 829 | +114.2% | 0.03% | +106.7% |
| New | HALEON PLCspon ads | $97,000 | – | 15,923 | +100.0% | 0.03% | – | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $92,000 | +70.4% | 2,073 | +92.8% | 0.03% | +75.0% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $87,000 | -20.9% | 1,364 | +1.0% | 0.03% | -18.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $82,000 | +12.3% | 362 | +4.3% | 0.02% | +13.6% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $77,000 | 0.0% | 515 | +4.3% | 0.02% | +4.3% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $69,000 | +102.9% | 1,206 | +126.3% | 0.02% | +110.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $66,000 | -7.0% | 1,797 | +4.8% | 0.02% | -4.8% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $64,000 | -4.5% | 5,356 | +1.2% | 0.02% | 0.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $62,000 | -11.4% | 642 | +1906.2% | 0.02% | -9.5% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $62,000 | +181.8% | 843 | +213.4% | 0.02% | +171.4% |
| HON | Buy | HONEYWELL INTL INC | $56,000 | +7.7% | 335 | +12.4% | 0.02% | +6.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $53,000 | +3.9% | 113 | +6.6% | 0.02% | +6.7% |
| V | Buy | VISA INC | $50,000 | +2.0% | 281 | +13.3% | 0.02% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $48,000 | +6.7% | 95 | +15.9% | 0.02% | +7.1% |
| XLC | Buy | SELECT SECTOR SPDR TR | $48,000 | +108.7% | 1,010 | +141.1% | 0.02% | +114.3% |
| LOW | Buy | LOWES COS INC | $46,000 | +76.9% | 247 | +68.0% | 0.01% | +75.0% |
| ESML | Buy | ISHARES TResg aware msci | $38,000 | +26.7% | 1,233 | +28.0% | 0.01% | +33.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $37,000 | +32.1% | 357 | +45.1% | 0.01% | +37.5% |
| ESGU | Buy | ISHARES TResg awr msci usa | $36,000 | +24.1% | 450 | +29.3% | 0.01% | +22.2% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $35,000 | +16.7% | 619 | +30.0% | 0.01% | +22.2% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $33,000 | +26.9% | 431 | +32.6% | 0.01% | +25.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $33,000 | +94.1% | 822 | +100.0% | 0.01% | +100.0% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $33,000 | +26.9% | 380 | +32.4% | 0.01% | +25.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $32,000 | +14.3% | 67 | +13.6% | 0.01% | +25.0% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $32,000 | +23.1% | 255 | +33.5% | 0.01% | +25.0% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $34,000 | +88.9% | 124 | +100.0% | 0.01% | +100.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $32,000 | -11.1% | 399 | +0.5% | 0.01% | -9.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $30,000 | -3.2% | 107 | +10.3% | 0.01% | 0.0% |
| IEUR | Buy | ISHARES TRcore msci euro | $26,000 | +13.0% | 664 | +31.2% | 0.01% | +14.3% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $24,000 | +4.3% | 111 | +24.7% | 0.01% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $24,000 | +14.3% | 47 | +17.5% | 0.01% | +16.7% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $23,000 | +76.9% | 536 | +84.2% | 0.01% | +75.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $20,000 | +233.3% | 305 | +250.6% | 0.01% | +200.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $21,000 | +61.5% | 809 | +63.4% | 0.01% | +50.0% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $16,000 | +45.5% | 330 | +53.5% | 0.01% | +66.7% |
| GLD | Buy | SPDR GOLD TR | $15,000 | +150.0% | 99 | +200.0% | 0.01% | +150.0% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $16,000 | +60.0% | 522 | +74.0% | 0.01% | +66.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $17,000 | -10.5% | 894 | +1.0% | 0.01% | -16.7% |
| BIGZ | New | BLACKROCK INNOVATION AND GRW | $15,000 | – | 2,098 | +100.0% | 0.01% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $15,000 | +7.1% | 177 | +18.8% | 0.01% | +25.0% |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $14,000 | +75.0% | 642 | +100.0% | 0.00% | +100.0% |
| USRT | Buy | ISHARES TRcre u s reit etf | $14,000 | -6.7% | 292 | +1.0% | 0.00% | -20.0% |
| CX | Buy | CEMEX SAB DE CVspon adr new | $12,000 | 0.0% | 3,508 | +16.9% | 0.00% | 0.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $10,000 | -9.1% | 427 | +1.7% | 0.00% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $9,000 | +200.0% | 60 | +200.0% | 0.00% | +200.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $10,000 | +66.7% | 604 | +72.6% | 0.00% | +50.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | +66.7% | 272 | +74.4% | 0.00% | +50.0% |
| NEE | Buy | NEXTERA ENERGY INC | $10,000 | +42.9% | 132 | +55.3% | 0.00% | +50.0% |
| GGG | Buy | GRACO INC | $9,000 | +50.0% | 147 | +53.1% | 0.00% | +50.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $10,000 | +66.7% | 156 | +100.0% | 0.00% | +50.0% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $6,000 | +50.0% | 50 | +56.2% | 0.00% | +100.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $5,000 | +66.7% | 22 | +100.0% | 0.00% | +100.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $7,000 | +133.3% | 47 | +95.8% | 0.00% | +100.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $5,000 | +25.0% | 74 | +94.7% | 0.00% | +100.0% |
| AME | Buy | AMETEK INC | $6,000 | +100.0% | 56 | +93.1% | 0.00% | +100.0% |
| KLAC | Buy | KLA CORP | $7,000 | +75.0% | 23 | +76.9% | 0.00% | +100.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $6,000 | +100.0% | 35 | +94.4% | 0.00% | +100.0% |
| HSY | Buy | HERSHEY CO | $7,000 | +75.0% | 33 | +94.1% | 0.00% | +100.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $8,000 | +100.0% | 91 | +93.6% | 0.00% | +100.0% |
| FDS | Buy | FACTSET RESH SYS INC | $7,000 | +133.3% | 17 | +88.9% | 0.00% | +100.0% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $7,000 | – | 58 | +100.0% | 0.00% | – |
| MCO | Buy | MOODYS CORP | $5,000 | +66.7% | 22 | +100.0% | 0.00% | +100.0% |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $8,000 | – | 92 | +100.0% | 0.00% | – |
| IEX | Buy | IDEX CORP | $8,000 | +100.0% | 39 | +95.0% | 0.00% | +100.0% |
| IDXX | Buy | IDEXX LABS INC | $5,000 | +150.0% | 14 | +100.0% | 0.00% | +100.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $6,000 | +100.0% | 35 | +94.4% | 0.00% | +100.0% |
| AMAT | Buy | APPLIED MATLS INC | $7,000 | +40.0% | 81 | +55.8% | 0.00% | 0.0% |
| IGIB | Buy | ISHARES TR | $8,000 | +33.3% | 166 | +40.7% | 0.00% | 0.0% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $5,000 | +66.7% | 29 | +93.3% | 0.00% | +100.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $7,000 | 0.0% | 106 | +24.7% | 0.00% | 0.0% |
| CNI | Buy | CANADIAN NATL RY CO | $6,000 | +100.0% | 57 | +96.6% | 0.00% | +100.0% |
| FAST | Buy | FASTENAL CO | $6,000 | +100.0% | 124 | +93.8% | 0.00% | +100.0% |
| TER | Buy | TERADYNE INC | $5,000 | +66.7% | 64 | +93.9% | 0.00% | +100.0% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $6,000 | +100.0% | 26 | +100.0% | 0.00% | +100.0% |
| LIN | Buy | LINDE PLC | $7,000 | +133.3% | 26 | +188.9% | 0.00% | +100.0% |
| IT | Buy | GARTNER INC | $7,000 | +133.3% | 25 | +92.3% | 0.00% | +100.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $7,000 | +75.0% | 66 | +94.1% | 0.00% | +100.0% |
| RMD | Buy | RESMED INC | $7,000 | +133.3% | 31 | +93.8% | 0.00% | +100.0% |
| EQIX | Buy | EQUINIX INC | $6,000 | +50.0% | 11 | +83.3% | 0.00% | +100.0% |
| GNTX | Buy | GENTEX CORP | $6,000 | +50.0% | 253 | +94.6% | 0.00% | +100.0% |
| ALLE | Buy | ALLEGION PLC | $6,000 | +100.0% | 66 | +94.1% | 0.00% | +100.0% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $7,000 | +133.3% | 6 | +100.0% | 0.00% | +100.0% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $6,000 | – | 260 | +100.0% | 0.00% | – |
| SEIC | Buy | SEI INVTS CO | $6,000 | +100.0% | 121 | +95.2% | 0.00% | +100.0% |
| AGZD | New | WISDOMTREE TRintrst rate hdge | $7,000 | – | 155 | +100.0% | 0.00% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $7,000 | +133.3% | 45 | +95.7% | 0.00% | +100.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $8,000 | +33.3% | 94 | +44.6% | 0.00% | 0.0% |
| CSX | Buy | CSX CORP | $6,000 | +100.0% | 207 | +93.5% | 0.00% | +100.0% |
| CTAS | Buy | CINTAS CORP | $7,000 | +133.3% | 17 | +88.9% | 0.00% | +100.0% |
| XBI | New | SPDR SER TRs&p biotech | $5,000 | – | 67 | +100.0% | 0.00% | – |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $8,000 | +33.3% | 23 | +53.3% | 0.00% | 0.0% |
| CPRT | Buy | COPART INC | $6,000 | +100.0% | 58 | +93.3% | 0.00% | +100.0% |
| MASI | Buy | MASIMO CORP | $7,000 | +133.3% | 50 | +92.3% | 0.00% | +100.0% |
| EDIT | Buy | EDITAS MEDICINE INC | $2,000 | +100.0% | 125 | +66.7% | 0.00% | – |
| SRVR | Buy | PACER FDS TRbnchmrk infra | $2,000 | -33.3% | 82 | +7.9% | 0.00% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $4,000 | 0.0% | 24 | +200.0% | 0.00% | 0.0% |
| MKSI | Buy | MKS INSTRS INC | $4,000 | +33.3% | 52 | +92.6% | 0.00% | 0.0% |
| GOEV | Buy | CANOO INC | $2,000 | +100.0% | 1,000 | +33.3% | 0.00% | – |
| CP | New | CANADIAN PAC RY LTD | $2,000 | – | 26 | +100.0% | 0.00% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $2,000 | – | 37 | +100.0% | 0.00% | – |
| RWR | Buy | SPDR SER TRdj reit etf | $2,000 | 0.0% | 25 | +8.7% | 0.00% | 0.0% |
| AVGO | New | BROADCOM INC | $4,000 | – | 9 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $2,000 | – | 19 | +100.0% | 0.00% | – |
| BBRE | Buy | J P MORGAN EXCHANGE TRADED Fbetbuld msci | $2,000 | 0.0% | 28 | +7.7% | 0.00% | 0.0% |
| REM | Buy | ISHARES TRmortge rel etf | $2,000 | 0.0% | 94 | +8.0% | 0.00% | 0.0% |
| EWU | New | ISHARES TRmsci uk etf new | $3,000 | – | 121 | +100.0% | 0.00% | – |
| REET | Buy | ISHARES TRglobal reit etf | $2,000 | 0.0% | 110 | +7.8% | 0.00% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $4,000 | +100.0% | 95 | +93.9% | 0.00% | 0.0% |
| REZ | Buy | ISHARES TRresidential mult | $2,000 | 0.0% | 31 | +6.9% | 0.00% | 0.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $2,000 | 0.0% | 27 | +8.0% | 0.00% | 0.0% |
| ICF | Buy | ISHARES TRcohen steer reit | $2,000 | 0.0% | 41 | +7.9% | 0.00% | 0.0% |
| TU | New | TELUS CORPORATION | $2,000 | – | 81 | +100.0% | 0.00% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $3,000 | – | 73 | +100.0% | 0.00% | – |
| PCEF | New | INVESCO EXCH TRADED FD TR II | $4,000 | – | 213 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| New | HEALTHCARE RLTY TR | $2,000 | – | 97 | +100.0% | 0.00% | – | |
| New | ANNALY CAPITAL MANAGEMENT IN | $3,000 | – | 150 | +100.0% | 0.00% | – | |
| ADI | New | ANALOG DEVICES INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $3,000 | – | 14 | +100.0% | 0.00% | – |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $4,000 | +33.3% | 937 | +94.0% | 0.00% | 0.0% |
| GFI | Buy | GOLD FIELDS LTDsponsored adr | $4,000 | +100.0% | 471 | +93.8% | 0.00% | 0.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $4,000 | +100.0% | 17 | +88.9% | 0.00% | 0.0% |
| TEL | New | TE CONNECTIVITY LTD | $3,000 | – | 29 | +100.0% | 0.00% | – |
| SNOW | Buy | SNOWFLAKE INCcl a | $1,000 | 0.0% | 8 | +14.3% | 0.00% | – |
| New | AMPRIUS TECHNOLOGIES INC*w exp 09/14/202 | $0 | – | 90 | +100.0% | 0.00% | – | |
| New | AMPRIUS TECHNOLOGIES INC | $0 | – | 45 | +100.0% | 0.00% | – | |
| KKR | Buy | KKR & CO INC | $1,000 | – | 12 | +200.0% | 0.00% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| Buy | GLOBALFOUNDRIES INCordinary shares | $1,000 | 0.0% | 16 | +23.1% | 0.00% | – | |
| AEVA | New | AEVA TECHNOLOGIES INC | $0 | – | 150 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $1,000 | – | 30 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $1,000 | – | 334 | +100.0% | 0.00% | – |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| UPST | Buy | UPSTART HLDGS INC | $0 | – | 16 | +6.7% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
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.