The Analysis of Investment Research Partners LLC's Holdings
Currently, Investment Research Partners LLC holds 224 types of securities in its portfolio with a total value $222.3M. In the most recent quarter, they have increased their positions in NVDA (+55.8K shares, valued at $11.5M), AGG (+91.8K shares, valued at $9.2M), SUB (+83.7K shares, valued at $8.9M); initiated new positions in NVDA (+55.8K shares, valued at $11.5M), AGG (+91.8K shares, valued at $9.2M), SUB (+83.7K shares, valued at $8.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION55.8K sharesnew addition2025-09-302025-12-01
AGG ISHARES TR91.8K sharesnew addition2025-09-302025-12-01 SUB ISHARES TR83.7K sharesnew addition2025-09-302025-12-01 IVV ISHARES TR12.8K sharesnew addition2025-09-302025-12-01 PTL NORTHERN LTS FD TR IV28.7K sharesnew addition2025-09-302025-12-01 AAPL APPLE INC26.3K sharesnew addition2025-09-302025-12-01 MSFT MICROSOFT CORP12.2K sharesnew addition2025-09-302025-12-01 BCI ABRDN ETFS296.9K sharesnew addition2025-09-302025-12-01 ISTB ISHARES TR105.0K sharesnew addition2025-09-302025-12-01 ACWX ISHARES TR70.2K sharesnew addition2025-09-302025-12-01 GOOGL ALPHABET INC15.3K sharesnew addition2025-09-302025-12-01 AVGO BROADCOM INC10.3K sharesnew addition2025-09-302025-12-01 MUB ISHARES TR27.6K sharesnew addition2025-09-302025-12-01 OAIM UNIFIED SER TR72.0K sharesnew addition2025-09-302025-12-01 SCHO SCHWAB STRATEGIC TR114.0K sharesnew addition2025-09-302025-12-01 RSP INVESCO EXCHANGE TRADED FD T13.8K sharesnew addition2025-09-302025-12-01 HDV ISHARES TR18.9K sharesnew addition2025-09-302025-12-01 IBM INTERNATIONAL BUSINESS MACHS6.8K sharesnew addition2025-09-302025-12-01 TPSC TIMOTHY PLAN47.3K sharesnew addition2025-09-302025-12-01 JNJ JOHNSON & JOHNSON10.2K sharesnew addition2025-09-302025-12-01 JPM JPMORGAN CHASE & CO.6.2K sharesnew addition2025-09-302025-12-01 ORCL ORACLE CORP6.8K sharesnew addition2025-09-302025-12-01 UPS UNITED PARCEL SERVICE INC18.6K sharesnew addition2025-09-302025-12-01 XBI SPDR SERIES TRUST15.8K sharesnew addition2025-09-302025-12-01 AMZN AMAZON COM INC7.6K sharesnew addition2025-09-302025-12-01 CSCO CISCO SYS INC23.9K sharesnew addition2025-09-302025-12-01 DES WISDOMTREE TR51.2K sharesnew addition2025-09-302025-12-01 AXP AMERICAN EXPRESS CO4.4K sharesnew addition2025-09-302025-12-01 BEPC BROOKFIELD RENEWABLE CORP35.6K sharesnew addition2025-09-302025-12-01 SPY SPDR S&P 500 ETF TR2.0K sharesnew addition2025-09-302025-12-01 META META PLATFORMS INC1.8K sharesnew addition2025-09-302025-12-01 SHY ISHARES TR16.2K sharesnew addition2025-09-302025-12-01 COST COSTCO WHSL CORP NEW1.5K sharesnew addition2025-09-302025-12-01 IDV ISHARES TR35.4K sharesnew addition2025-09-302025-12-01 LLY ELI LILLY & CO1.6K sharesnew addition2025-09-302025-12-01 VRT VERTIV HOLDINGS CO6.5K sharesnew addition2025-09-302025-12-01 MCK MCKESSON CORP1.6K sharesnew addition2025-09-302025-12-01 LRCX LAM RESEARCH CORP7.8K sharesnew addition2025-09-302025-12-01 LOW LOWES COS INC5.2K sharesnew addition2025-09-302025-12-01 WMT WALMART INC12.1K sharesnew addition2025-09-302025-12-01 QCOM QUALCOMM INC6.8K sharesnew addition2025-09-302025-12-01 TBIL RBB FD INC23.6K sharesnew addition2025-09-302025-12-01 DFUS DIMENSIONAL ETF TRUST15.5K sharesnew addition2025-09-302025-12-01 AWF ALLIANCEBERNSTEIN GLOBAL HIG103.8K sharesnew addition2025-09-302025-12-01 ABBV ABBVIE INC4.9K sharesnew addition2025-09-302025-12-01 TSM TAIWAN SEMICONDUCTOR MFG LTD3.6K sharesnew addition2025-09-302025-12-01 TTE TOTALENERGIES SE17.1K sharesnew addition2025-09-302025-12-01 AMGN AMGEN INC3.6K sharesnew addition2025-09-302025-12-01 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K sharesnew addition2025-09-302025-12-01 VZ VERIZON COMMUNICATIONS INC25.2K sharesnew addition2025-09-302025-12-01 V VISA INC3.0K sharesnew addition2025-09-302025-12-01 IEMG ISHARES INC14.2K sharesnew addition2025-09-302025-12-01 PG PROCTER AND GAMBLE CO6.5K sharesnew addition2025-09-302025-12-01 MA MASTERCARD INCORPORATED1.7K sharesnew addition2025-09-302025-12-01 KHC KRAFT HEINZ CO38.3K sharesnew addition2025-09-302025-12-01 ADBE ADOBE INC2.8K sharesnew addition2025-09-302025-12-01 GILD GILEAD SCIENCES INC7.8K sharesnew addition2025-09-302025-12-01 IQLT ISHARES TR20.2K sharesnew addition2025-09-302025-12-01 TEAF TORTOISE SUSTAINABLE & SOCIA71.3K sharesnew addition2025-09-302025-12-01 CVX CHEVRON CORP NEW5.6K sharesnew addition2025-09-302025-12-01 IEFA ISHARES TR9.6K sharesnew addition2025-09-302025-12-01 QUAL ISHARES TR4.3K sharesnew addition2025-09-302025-12-01 AME AMETEK INC4.6K sharesnew addition2025-09-302025-12-01 ROP ROPER TECHNOLOGIES INC1.9K sharesnew addition2025-09-302025-12-01 SCHZ SCHWAB STRATEGIC TR34.6K sharesnew addition2025-09-302025-12-01 TSLA TESLA INC1.8K sharesnew addition2025-09-302025-12-01 TM TOYOTA MOTOR CORP3.8K sharesnew addition2025-09-302025-12-01 EXC EXELON CORP16.6K sharesnew addition2025-09-302025-12-01 DE DEERE & CO1.6K sharesnew addition2025-09-302025-12-01 RF REGIONS FINANCIAL CORP NEW32.1K sharesnew addition2025-09-302025-12-01 SHG SHINHAN FINANCIAL GROUP CO L14.4K sharesnew addition2025-09-302025-12-01 ORLY OREILLY AUTOMOTIVE INC7.9K sharesnew addition2025-09-302025-12-01 NVS NOVARTIS AG6.1K sharesnew addition2025-09-302025-12-01 MTD METTLER TOLEDO INTERNATIONAL533 sharesnew addition2025-09-302025-12-01 NUE NUCOR CORP4.8K sharesnew addition2025-09-302025-12-01 EFA ISHARES TR7.7K sharesnew addition2025-09-302025-12-01 FI FISERV INC10.3K sharesnew addition2025-09-302025-12-01 ASML ASML HOLDING N V669 sharesnew addition2025-09-302025-12-01 GOOG ALPHABET INC2.5K sharesnew addition2025-09-302025-12-01 BAC BANK AMERICA CORP13.0K sharesnew addition2025-09-302025-12-01 HST HOST HOTELS & RESORTS INC41.8K sharesnew addition2025-09-302025-12-01 ACN ACCENTURE PLC IRELAND2.7K sharesnew addition2025-09-302025-12-01 QQQ INVESCO QQQ TR1.0K sharesnew addition2025-09-302025-12-01 BCD ABRDN ETFS18.6K sharesnew addition2025-09-302025-12-01 PRU PRUDENTIAL FINL INC6.4K sharesnew addition2025-09-302025-12-01 ARE ALEXANDRIA REAL ESTATE EQ IN10.9K sharesnew addition2025-09-302025-12-01 CBOE CBOE GLOBAL MKTS INC2.7K sharesnew addition2025-09-302025-12-01 INTC INTEL CORP15.4K sharesnew addition2025-09-302025-12-01 DGRO ISHARES TR9.2K sharesnew addition2025-09-302025-12-01 NEE NEXTERA ENERGY INC7.7K sharesnew addition2025-09-302025-12-01 HMC HONDA MOTOR LTD19.5K sharesnew addition2025-09-302025-12-01 SDG ISHARES TR7.0K sharesnew addition2025-09-302025-12-01 PWR QUANTA SVCS INC1.3K sharesnew addition2025-09-302025-12-01 IX ORIX CORP23.7K sharesnew addition2025-09-302025-12-01 MDT MEDTRONIC PLC6.2K sharesnew addition2025-09-302025-12-01 F FORD MTR CO42.8K sharesnew addition2025-09-302025-12-01 UNH UNITEDHEALTH GROUP INC1.6K sharesnew addition2025-09-302025-12-01 BMY BRISTOL-MYERS SQUIBB CO13.0K sharesnew addition2025-09-302025-12-01 SLF SUN LIFE FINANCIAL INC.8.7K sharesnew addition2025-09-302025-12-01 SHEL SHELL PLC7.1K sharesnew addition2025-09-302025-12-01 TMDX TRANSMEDICS GROUP INC3.9K sharesnew addition2025-09-302025-12-01 MRK MERCK & CO INC6.1K sharesnew addition2025-09-302025-12-01 HPE HEWLETT PACKARD ENTERPRISE C21.5K sharesnew addition2025-09-302025-12-01 WFC WELLS FARGO CO NEW6.1K sharesnew addition2025-09-302025-12-01 MOS MOSAIC CO NEW18.1K sharesnew addition2025-09-302025-12-01 HSY HERSHEY CO2.9K sharesnew addition2025-09-302025-12-01 IJR ISHARES TR4.3K sharesnew addition2025-09-302025-12-01 UL UNILEVER PLC8.3K sharesnew addition2025-09-302025-12-01 HPQ HP INC17.9K sharesnew addition2025-09-302025-12-01 EW EDWARDS LIFESCIENCES CORP6.0K sharesnew addition2025-09-302025-12-01 GBDC GOLUB CAP BDC INC34.9K sharesnew addition2025-09-302025-12-01 NFLX NETFLIX INC442 sharesnew addition2025-09-302025-12-01 QEFA SPDR INDEX SHS FDS5.5K sharesnew addition2025-09-302025-12-01 VOO VANGUARD INDEX FDS753 sharesnew addition2025-09-302025-12-01 SCHG SCHWAB STRATEGIC TR14.1K sharesnew addition2025-09-302025-12-01 A AGILENT TECHNOLOGIES INC3.3K sharesnew addition2025-09-302025-12-01 T AT&T INC18.1K sharesnew addition2025-09-302025-12-01 RELX RELX PLC10.2K sharesnew addition2025-09-302025-12-01 KBWB INVESCO EXCH TRADED FD TR II5.9K sharesnew addition2025-09-302025-12-01 PEP PEPSICO INC3.0K sharesnew addition2025-09-302025-12-01 SJM SMUCKER J M CO4.4K sharesnew addition2025-09-302025-12-01 IQV IQVIA HLDGS INC2.0K sharesnew addition2025-09-302025-12-01 DVYE ISHARES INC13.9K sharesnew addition2025-09-302025-12-01 VGT VANGUARD WORLD FD530 sharesnew addition2025-09-302025-12-01 SYK STRYKER CORPORATION1.1K sharesnew addition2025-09-302025-12-01 CAT CATERPILLAR INC716 sharesnew addition2025-09-302025-12-01 SUSA ISHARES TR3.0K sharesnew addition2025-09-302025-12-01 VMBS VANGUARD SCOTTSDALE FDS8.8K sharesnew addition2025-09-302025-12-01 PLD PROLOGIS INC.3.4K sharesnew addition2025-09-302025-12-01 ENB ENBRIDGE INC8.8K sharesnew addition2025-09-302025-12-01 HD HOME DEPOT INC1.1K sharesnew addition2025-09-302025-12-01 CB CHUBB LIMITED1.4K sharesnew addition2025-09-302025-12-01 LNG CHENIERE ENERGY INC1.9K sharesnew addition2025-09-302025-12-01 HASI HA SUSTAINABLE INFRA CAP INC14.1K sharesnew addition2025-09-302025-12-01 XIFR XPLR INFRASTRUCTURE LP39.8K sharesnew addition2025-09-302025-12-01 HTGC HERCULES CAPITAL INC22.2K sharesnew addition2025-09-302025-12-01 CEG CONSTELLATION ENERGY CORP962 sharesnew addition2025-09-302025-12-01 ZTS ZOETIS INC2.7K sharesnew addition2025-09-302025-12-01 DYNF BLACKROCK ETF TRUST6.3K sharesnew addition2025-09-302025-12-01 GSK GSK PLC8.3K sharesnew addition2025-09-302025-12-01 CWEN CLEARWAY ENERGY INC11.9K sharesnew addition2025-09-302025-12-01 O REALTY INCOME CORP6.5K sharesnew addition2025-09-302025-12-01 PSX PHILLIPS 662.7K sharesnew addition2025-09-302025-12-01 BHP BHP GROUP LTD6.5K sharesnew addition2025-09-302025-12-01 MAR MARRIOTT INTL INC NEW1.4K sharesnew addition2025-09-302025-12-01 DHR DANAHER CORPORATION1.7K sharesnew addition2025-09-302025-12-01 ING ING GROEP N.V.15.1K sharesnew addition2025-09-302025-12-01 DIS DISNEY WALT CO3.3K sharesnew addition2025-09-302025-12-01 TMO THERMO FISHER SCIENTIFIC INC642 sharesnew addition2025-09-302025-12-01 AMP AMERIPRISE FINL INC745 sharesnew addition2025-09-302025-12-01 VRSN VERISIGN INC1.5K sharesnew addition2025-09-302025-12-01 LMT LOCKHEED MARTIN CORP731 sharesnew addition2025-09-302025-12-01 COF CAPITAL ONE FINL CORP1.6K sharesnew addition2025-09-302025-12-01 SCHA SCHWAB STRATEGIC TR12.4K sharesnew addition2025-09-302025-12-01 EXPE EXPEDIA GROUP INC1.5K sharesnew addition2025-09-302025-12-01 IAT ISHARES TR6.8K sharesnew addition2025-09-302025-12-01 GD GENERAL DYNAMICS CORP972 sharesnew addition2025-09-302025-12-01 PFE PFIZER INC13.7K sharesnew addition2025-09-302025-12-01 GE GE AEROSPACE1.1K sharesnew addition2025-09-302025-12-01 MS MORGAN STANLEY2.0K sharesnew addition2025-09-302025-12-01 C CITIGROUP INC3.3K sharesnew addition2025-09-302025-12-01 UGI UGI CORP NEW9.8K sharesnew addition2025-09-302025-12-01 BBY BEST BUY INC3.8K sharesnew addition2025-09-302025-12-01 RTX RTX CORPORATION1.8K sharesnew addition2025-09-302025-12-01 SPYM SPDR SERIES TRUST3.9K sharesnew addition2025-09-302025-12-01 CCI CROWN CASTLE INC3.4K sharesnew addition2025-09-302025-12-01 WMB WILLIAMS COS INC5.4K sharesnew addition2025-09-302025-12-01 FNDX SCHWAB STRATEGIC TR11.4K sharesnew addition2025-09-302025-12-01 PNR PENTAIR PLC2.8K sharesnew addition2025-09-302025-12-01 RBLX ROBLOX CORP2.2K sharesnew addition2025-09-302025-12-01 DAL DELTA AIR LINES INC DEL5.0K sharesnew addition2025-09-302025-12-01 JBHT HUNT J B TRANS SVCS INC1.7K sharesnew addition2025-09-302025-12-01 ESGD ISHARES TR3.1K sharesnew addition2025-09-302025-12-01 XOM EXXON MOBIL CORP2.5K sharesnew addition2025-09-302025-12-01 AEP AMERICAN ELEC PWR CO INC2.3K sharesnew addition2025-09-302025-12-01 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-12-01 ZS ZSCALER INC868 sharesnew addition2025-09-302025-12-01 GNRC GENERAC HLDGS INC1.5K sharesnew addition2025-09-302025-12-01 GM GENERAL MTRS CO4.0K sharesnew addition2025-09-302025-12-01 VONV VANGUARD SCOTTSDALE FDS3.1K sharesnew addition2025-09-302025-12-01 NXTE INVESTMENT MANAGERS SER TR I6.8K sharesnew addition2025-09-302025-12-01 PCG PG&E CORP17.4K sharesnew addition2025-09-302025-12-01 SNOW SNOWFLAKE INC1.0K sharesnew addition2025-09-302025-12-01 PNC PNC FINL SVCS GROUP INC1.5K sharesnew addition2025-09-302025-12-01 JCI JOHNSON CTLS INTL PLC2.3K sharesnew addition2025-09-302025-12-01 ZM ZOOM COMMUNICATIONS INC3.2K sharesnew addition2025-09-302025-12-01 BP BP PLC7.4K sharesnew addition2025-09-302025-12-01 ETR ENTERGY CORP NEW2.7K sharesnew addition2025-09-302025-12-01 MU MICRON TECHNOLOGY INC1.1K sharesnew addition2025-09-302025-12-01 ABNB AIRBNB INC2.0K sharesnew addition2025-09-302025-12-01 EMXC ISHARES INC3.4K sharesnew addition2025-09-302025-12-01 MCD MCDONALDS CORP809 sharesnew addition2025-09-302025-12-01 TRV TRAVELERS COMPANIES INC909 sharesnew addition2025-09-302025-12-01 ETN EATON CORP PLC623 sharesnew addition2025-09-302025-12-01 AMLP ALPS ETF TR5.1K sharesnew addition2025-09-302025-12-01 DHIL DIAMOND HILL INVT GROUP INC1.8K sharesnew addition2025-09-302025-12-01 BKNG BOOKING HOLDINGS INC47 sharesnew addition2025-09-302025-12-01 CF CF INDS HLDGS INC2.8K sharesnew addition2025-09-302025-12-01 KVUE KENVUE INC16.5K sharesnew addition2025-09-302025-12-01 EME EMCOR GROUP INC304 sharesnew addition2025-09-302025-12-01 VV VANGUARD INDEX FDS727 sharesnew addition2025-09-302025-12-01 SNDK SANDISK CORP1.1K sharesnew addition2025-09-302025-12-01 MAS MASCO CORP3.5K sharesnew addition2025-09-302025-12-01 IWD ISHARES TR1.1K sharesnew addition2025-09-302025-12-01 FTI TECHNIPFMC PLC5.6K sharesnew addition2025-09-302025-12-01 LYB LYONDELLBASELL INDUSTRIES N4.9K sharesnew addition2025-09-302025-12-01 FDX FEDEX CORP894 sharesnew addition2025-09-302025-12-01 IUSB ISHARES TR4.7K sharesnew addition2025-09-302025-12-01 HOLX HOLOGIC INC2.9K sharesnew addition2025-09-302025-12-01 VEEV VEEVA SYS INC759 sharesnew addition2025-09-302025-12-01 WAB WABTEC1.1K sharesnew addition2025-09-302025-12-01 ANET ARISTA NETWORKS INC1.3K sharesnew addition2025-09-302025-12-01 FIX COMFORT SYS USA INC205 sharesnew addition2025-09-302025-12-01 ET ENERGY TRANSFER L P12.2K sharesnew addition2025-09-302025-12-01 NTRA NATERA INC1.1K sharesnew addition2025-09-302025-12-01 LKQ LKQ CORP6.8K sharesnew addition2025-09-302025-12-01 TGT TARGET CORP2.1K sharesnew addition2025-09-302025-12-01 BEN FRANKLIN RESOURCES INC8.7K sharesnew addition2025-09-302025-12-01 MPC MARATHON PETE CORP1.0K sharesnew addition2025-09-302025-12-01 ADT ADT INC DEL18.4K sharesnew addition2025-09-302025-12-01 TNGY TORTOISE CAPITAL SERIES TRUS17.8K sharesnew addition2025-09-302025-12-01 BDN BRANDYWINE RLTY TR44.2K sharesnew addition2025-09-302025-12-01 GPMT GRANITE PT MTG TR INC50.2K sharesnew addition2025-09-302025-12-01 CIG CIA ENERGETICA DE MINAS GERA34.8K sharesnew addition2025-09-302025-12-01 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available