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Investors Research Corp Top Holdings and 13F Report (2024)

About Investors Research Corp

Investment Activity

  • Investors Research Corp has $457.62 million in total holdings as of September 30, 2024.
  • Investors Research Corp owns shares of 973 different stocks, but just 153 companies or ETFs make up 80% of its holdings.
  • Approximately 5.49% of the portfolio was purchased this quarter.
  • About 4.96% of the portfolio was sold this quarter.
  • This quarter, Investors Research Corp has purchased 1,054 new stocks and bought additional shares in 144 stocks.
  • Investors Research Corp sold shares of 114 stocks and completely divested from 105 stocks this quarter.

Largest New Holdings this Quarter

SMURFIT WESTROCK PLC
$2,205,516 Holding
Marriott Vacations Worldwide
$1,260,182 Holding
ICL Group
$603,827 Holding
Chart Industries
$403,455 Holding
NEW YORK CMNTY BANCORP INC
$286,825 Holding

Largest Purchases this Quarter

SMURFIT WESTROCK PLC
44,628 shares (about $2.21M)
Marriott Vacations Worldwide
17,150 shares (about $1.26M)
NIKE
11,700 shares (about $1.03M)
Global X U.S. Infrastructure Development ETF
21,947 shares (about $903.34K)
SPDR Portfolio S&P 500 Growth ETF
10,864 shares (about $901.06K)

Largest Sales this Quarter

WisdomTree U.S. MidCap Dividend Fund
20,094 shares (about $1.03M)
Simon Property Group
5,456 shares (about $922.17K)
Intercontinental Exchange
4,727 shares (about $759.35K)
Lockheed Martin
1,266 shares (about $740.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestors Research Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$14,367,725$837,510 6.2%65,2933.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$13,115,136$901,060 7.4%158,1282.9%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$12,879,558$846,440 7.0%190,7802.8%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$12,829,553$845,004 7.1%189,0872.8%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$12,680,866$790,703 6.7%45,8192.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$12,209,284$789,343 6.9%46,3722.7%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$11,699,580$810,662 7.4%128,8502.6%ETF
VSDA
Victoryshares Dividend Accelerator ETF
$11,541,138$855,763 8.0%217,2252.5%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$11,148,738$824,023 8.0%153,1422.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$10,668,667$30,967 -0.3%152,2792.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,280,178$54,519 -0.6%73,8752.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$7,425,742$38,454 -0.5%109,6861.6%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$5,881,438$308,719 5.5%142,7881.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$5,871,047$284,091 5.1%45,7961.3%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$5,739,081$383,775 7.2%261,7001.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,690,845$112,472 -1.9%64,8161.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$5,672,215$13,339 0.2%13,1821.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,561,024$301,855 5.7%65,7881.2%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$4,490,213$360,311 8.7%363,5801.0%ETF
Apple Inc. stock logo
AAPL
Apple
$3,933,972$117,432 3.1%16,8840.9%Computer and Technology
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$3,737,997$379,270 11.3%89,1060.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,730,872$88,253 -2.3%6,4680.8%ETF
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$3,413,233$1,747 -0.1%95,7160.7%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$3,312,605$373,222 12.7%78,8340.7%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,200,481$382,643 13.6%96,3130.7%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$3,099,592$369,825 13.5%57,8390.7%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,947,879$903,338 44.2%71,6200.6%ETF
ILCG
iShares Morningstar Growth ETF
$2,905,011$873,848 43.0%34,5670.6%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$2,900,523$867,908 42.7%30,0510.6%ETF
International Paper stock logo
IP
International Paper
$2,842,240$8,549 0.3%58,1830.6%Basic Materials
Invesco Financial Preferred ETF stock logo
PGF
Invesco Financial Preferred ETF
$2,825,048$373,742 15.2%180,3990.6%Manufacturing
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$2,801,376$387,842 16.1%153,4160.6%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$2,618,4480.0%29,8430.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,493,6560.0%48,4210.5%ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF stock logo
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
$2,411,778$6,992 -0.3%41,0470.5%ETF
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$2,399,569$21,450 -0.9%27,9670.5%Basic Materials
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$2,273,268$1,532 -0.1%29,6810.5%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$2,218,011$2,008 -0.1%30,9220.5%ETF
SMURFIT WESTROCK PLC
$2,205,516$2,205,516 New Holding44,6280.5%SHS
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$2,097,674$572,749 -21.4%18,0340.5%ETF
Unum Group stock logo
UNM
Unum Group
$2,056,624$7,430 -0.4%34,6000.4%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,018,069$3,773 -0.2%6,4190.4%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$1,846,424$13,173 -0.7%43,1710.4%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$1,781,941$2,422 -0.1%42,6710.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,751,495$17,045 -1.0%12,3310.4%ETF
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$1,736,885$348,877 -16.7%44,2290.4%ETF
AT&T Inc. stock logo
T
AT&T
$1,674,904$25,938 1.6%76,1320.4%Computer and Technology
RZG
Invesco S&P SmallCap 600 Pure Growth ETF
$1,640,603$346,005 -17.4%31,8680.4%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,629,169$740,053 -31.2%2,7870.4%Aerospace
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$1,621,189$19,038 1.2%14,9020.4%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$1,603,134$9,460 -0.6%23,2170.4%Finance
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$1,601,244$374 0.0%77,0570.3%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,595,657$8,003 0.5%34,8930.3%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,585,9030.0%17,9930.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,547,098$18,633 -1.2%8,3030.3%Retail/Wholesale
LGOV
First Trust Long Duration Opportunities ETF
$1,504,070$2,038 -0.1%67,1460.3%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,493,839$319,280 -17.6%15,3230.3%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,491,423$702,151 89.0%10,9390.3%Transportation
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1,481,189$3,807 0.3%38,9070.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,455,982$33,997 2.4%32,4200.3%Computer and Technology
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$1,432,640$1,331 -0.1%31,2190.3%Manufacturing
MetLife, Inc. stock logo
MET
MetLife
$1,414,532$16,496 1.2%17,1500.3%Finance
3M stock logo
MMM
3M
$1,406,643$69,580 -4.7%10,2900.3%Multi-Sector Conglomerates
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$1,391,557$218 0.0%25,5660.3%ETF
CVS Health Co. stock logo
CVS
CVS Health
$1,364,936$7,231 0.5%21,7070.3%Retail/Wholesale
BlackRock, Inc. stock logo
BLK
BlackRock
$1,351,1530.0%1,4230.3%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,334,6390.0%14,3340.3%ETF
VictoryShares US Large Cap High Div Volatility Wtd ETF stock logo
CDL
VictoryShares US Large Cap High Div Volatility Wtd ETF
$1,330,011$25,572 -1.9%19,6080.3%Manufacturing
Realty Income Co. stock logo
O
Realty Income
$1,313,175$7,928 0.6%20,7060.3%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,286,8320.0%4,3220.3%Basic Materials
Nutrien Ltd. stock logo
NTR
Nutrien
$1,279,501$209,782 19.6%26,6230.3%Basic Materials
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$1,274,503$1,062 -0.1%19,2030.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,265,006$204,480 -13.9%2,5550.3%Finance
Medtronic plc stock logo
MDT
Medtronic
$1,264,3810.0%14,0440.3%Medical
Marriott Vacations Worldwide Co. stock logo
VAC
Marriott Vacations Worldwide
$1,260,182$1,260,182 New Holding17,1500.3%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,254,536$41,464 3.4%12,0420.3%ETF
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$1,243,9720.0%14,3480.3%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$1,221,4130.0%42,2050.3%Medical
ALPS Sector Dividend Dogs ETF stock logo
SDOG
ALPS Sector Dividend Dogs ETF
$1,178,633$5,838 -0.5%19,9870.3%ETF
SouthState Co. stock logo
SSB
SouthState
$1,174,3230.0%12,0840.3%Finance
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$1,162,270$89,066 -7.1%18,9480.3%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,152,9680.0%13,7520.3%Medical
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$1,151,886$367,394 46.8%15,6890.3%ETF
General Motors stock logo
GM
General Motors
$1,145,976$3,811 -0.3%25,5570.3%Auto/Tires/Trucks
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,144,920$377,782 49.2%26,0150.3%Finance
Banco de Chile stock logo
BCH
Banco de Chile
$1,144,645$7,593 0.7%45,2250.3%Finance
TELUS Co. stock logo
TU
TELUS
$1,129,395$8,390 0.7%67,3060.2%Utilities
Global Payments Inc. stock logo
GPN
Global Payments
$1,122,933$7,682 0.7%10,9640.2%Business Services
Ryder System, Inc. stock logo
R
Ryder System
$1,115,370$51,030 -4.4%7,6500.2%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,101,742$1,327 0.1%6,6430.2%Computer and Technology
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$1,093,313$9,004 0.8%21,2500.2%Finance
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$1,085,496$537,183 98.0%30,9170.2%Consumer Staples
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,070,066$922,173 -46.3%6,3310.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$1,065,397$1,034,280 3,323.9%12,0520.2%Consumer Discretionary
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$1,064,456$365 0.0%34,9690.2%ETF
Kellanova stock logo
K
Kellanova
$1,048,504$10,089 1.0%12,9910.2%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,042,0270.0%9,1760.2%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$1,037,188$257,056 -19.9%9,9500.2%Finance
American Eagle Outfitters, Inc. stock logo
AEO
American Eagle Outfitters
$1,035,291$14,553 1.4%46,2390.2%Retail/Wholesale
Polaris Inc. stock logo
PII
Polaris
$1,035,256$6,243 0.6%12,4370.2%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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