Investors Research Corp

13F filer, CIK 1730630, ATLANTA, GA

Investors Research Corp reported $455,180,109 across 943 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 28.58% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001062993-25-001861

Period: 2024-12-31
Reported value: $455M
Holdings: 943
Top 10 weight: 28.58%
New: 30
Sold out: 60

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+407,249	$9.44M
SCHDadded	+144,734	$3.95M
BLKnew	+1,413	$1.45M
SCHAadded	+47,712	$1.23M
CVEnew	+74,150	$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BLACKROCK INCexited	-1,423	-$1.35M
IPreduced	-24,746	-$1.33M
CMexited	-18,948	-$1.16M
JHGreduced	-21,174	-$901K
UNMreduced	-10,224	-$747K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001062993-25-001861, largest first. % of portfolio is the value over $455,180,109, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
PMPHILIP MORRIS INTL INC	332	$40K	0.01%	+9		Timeline
DFUVDIMENSIONAL ETF TRUST	954	$39K	0.01%	0		Timeline
CCICROWN CASTLE INC	423	$38.4K	0.01%	0		Timeline
NOKNOKIA CORP	8,600	$38.1K	0.01%	0		Timeline
IGMISHARES TR	372	$38K	0.01%	0		Timeline
VTEBVANGUARD MUN BD FDS	749	$37.5K	0.01%	0		Timeline
TILE SHOP HLDGS INCTILE SHOP HLDGS INC	5,400	$37.4K	0.01%	0
DPGDUFF & PHELPS UTLITY AND INF	3,200	$37.4K	0.01%	0		Timeline
VWOVANGUARD INTL EQUITY INDEX F	844	$37.2K	0.01%	+171		Timeline
FVDFIRST TR EXCHANGE-TRADED FD	842	$36.7K	0.01%	0		Timeline
NBRNABORS INDUSTRIES LTD	642	$36.7K	0.01%	-5		Timeline
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP	4,275	$36.5K	0.01%	-250
PAASPAN AMERN SILVER CORP	1,799	$36.4K	0.01%	-2,528		Timeline
BNDXVANGUARD CHARLOTTE FDS	724	$35.5K	0.01%	-74		Timeline
PAYXPAYCHEX INC	251	$35.2K	0.01%	0		Timeline
SNVSYNOVUS FINANCIAL CORP	685	$35.1K	0.01%	-285		Timeline
UHALU HAUL HOLDING COMPANY	500	$34.5K	0.01%	-500		Timeline
WYWEYERHAEUSER CO	1,213	$34.1K	0.01%	0		Timeline
VPLVANGUARD INTL EQUITY INDEX F	476	$33.8K	0.01%	0		Timeline
ACWVISHARES INC	309	$33.7K	0.01%	0		Timeline
VMBSVANGUARD SCOTTSDALE FDS	744	$33.7K	0.01%	0		Timeline
IWSISHARES TR	259	$33.5K	0.01%	0		Timeline
BARNES GROUP INCBARNES GROUP INC	700	$33.1K	0.01%	0
CYHCOMMUNITY HEALTH SYS INC NEW	11,021	$33K	0.01%	-400		Timeline
RIGTRANSOCEAN LTD	8,747	$32.8K	0.01%	0		Timeline
BSVVANGUARD BD INDEX FDS	424	$32.8K	0.01%	0		Timeline
TVGRUPO TELEVISA S A B	19,364	$32.5K	0.01%	-2,800		Timeline
DDSDILLARDS INC	75	$32.4K	0.01%	0		Timeline
TOTLSSGA ACTIVE ETF TR	822	$32.4K	0.01%	0		Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	536	$32K	0.01%	-253		Timeline
KDKYNDRYL HLDGS INC	919	$31.8K	0.01%	-32		Timeline
SJMSMUCKER J M CO	282	$31.1K	0.01%	0		Timeline
HOFTHOOKER FURNISHINGS CORPORATI	2,200	$30.8K	0.01%	0		Timeline
SUPERIOR INDS INTL INCSUPERIOR INDS INTL INC	15,000	$30.6K	0.01%	0
FMDEFIDELITY COVINGTON TRUST	928	$30.5K	0.01%	0		Timeline
TCPCBLACKROCK TCP CAPITAL CORP	3,471	$30.2K	0.01%	0		Timeline
SWKSSKYWORKS SOLUTIONS INC	340	$30.2K	0.01%	0		Timeline
DMCDEL MONTE CORP	900	$29.9K	0.01%	0		Timeline
ADSKAUTODESK INC	100	$29.6K	0.01%	-1,339		Timeline
CECELANESE CORP DEL	420	$29.1K	0.01%	0		Timeline
EWJISHARES INC	432	$29K	0.01%	0		Timeline
OIIOCEANEERING INTL INC	1,100	$28.7K	0.01%	0		Timeline
WUWESTERN UN CO	2,700	$28.6K	0.01%	0		Timeline
BENFRANKLIN TEMPLETON INC	1,400	$28.4K	0.01%	0		Timeline
EXEEXPAND ENERGY CORPORATION	284	$28.3K	0.01%	new		Timeline
VEREN INCVEREN INC	5,500	$28.3K	0.01%	0
TBRGTRUBRIDGE INC	1,400	$27.6K	0.01%	0		Timeline
STZCONSTELLATION BRANDS INC	124	$27.4K	0.01%	0		Timeline
ADEAADEIA INC	1,941	$27.1K	0.01%	-17,933		Timeline
OZKBANK OZK LITTLE ROCK ARK	600	$26.7K	0.01%	0		Timeline
HYGISHARES TR	339	$26.7K	0.01%	0		Timeline
NXTNEXTPOWER INC	728	$26.6K	0.01%	0		Timeline
ODPTHE ODP CORP	1,150	$26.2K	0.01%	-100		Timeline
VTIPVANGUARD MALVERN FDS	536	$26K	0.01%	0		Timeline
LQDISHARES TR	238	$25.4K	0.01%	0		Timeline
BDXBECTON DICKINSON & CO	112	$25.4K	0.01%	0		Timeline
IJHISHARES TR	405	$25.2K	0.01%	0		Timeline
FEZSPDR INDEX SHS FDS	522	$25.1K	0.01%	0		Timeline
MINTPIMCO ETF TR	249	$25K	0.01%	0		Timeline
PGZPRINCIPAL REAL ESTATE INCOME	2,500	$24.7K	0.01%	0		Timeline
VXFVANGUARD INDEX FDS	130	$24.7K	0.01%	0		Timeline
IWNISHARES TR	150	$24.6K	0.01%	0		Timeline
DNOWDNOW INC	1,863	$24.2K	0.01%	+401		Timeline
FNDXSCHWAB STRATEGIC TR	1,017	$24.1K	0.01%	+678		Timeline
AFLAFLAC INC	232	$24K	0.01%	-50		Timeline
DFPFLAHERTY & CRUMRINE DYNAMIC	1,200	$23.9K	0.01%	0		Timeline
GOVTISHARES TR	1,037	$23.8K	0.01%	0		Timeline
SCHWCHARLES SCHWAB CORP (THE)	319	$23.6K	0.01%	0		Timeline
IJRISHARES TR	204	$23.5K	0.01%	0		Timeline
ANGLVANECK ETF TRUST	809	$23.2K	0.01%	0		Timeline
CWHCAMPING WORLD HLDGS INC	1,100	$23.2K	0.01%	0		Timeline
DXCDXC TECHNOLOGY CO	1,160	$23.2K	0.01%	0		Timeline
XLUSELECT SECTOR SPDR TR	305	$23.1K	0.01%	0		Timeline
CTRACOTERRA ENERGY INC	903	$23.1K	0.01%	0		Timeline
SIRISIRIUSXM HOLDINGS INC	1,008	$23K	0.01%	+1,000		Timeline
FELVFIDELITY COVINGTON TRUST	744	$22.7K	<0.01%	0		Timeline
DINDINE BRANDS GLOBAL INC	750	$22.6K	<0.01%	0		Timeline
SOUNSOUNDHOUND AI INC	1,122	$22.3K	<0.01%	+672		Timeline
ARCCARES CAPITAL CORP	1,000	$21.9K	<0.01%	0		Timeline
MHKMOHAWK INDS INC	181	$21.6K	<0.01%	0		Timeline
ABTABBOTT LABORATORIES	190	$21.5K	<0.01%	+5		Timeline
SPTSSPDR SERIES TRUST	735	$21.3K	<0.01%	0		Timeline
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP	2,775	$21K	<0.01%	-250
FNBF N B CORP	1,400	$20.7K	<0.01%	0		Timeline
CATOCATO CORP NEW	5,300	$20.7K	<0.01%	0		Timeline
SPEMSPDR INDEX SHS FDS	535	$20.5K	<0.01%	0		Timeline
NOVNOV INC	1,400	$20.4K	<0.01%	0		Timeline
NEENEXTERA ENERGY INC	281	$20.1K	<0.01%	0		Timeline
AMTAMERICAN TOWER CORP	109	$20K	<0.01%	0		Timeline
CXCEMEX SAB DE CV	3,508	$19.8K	<0.01%	0		Timeline
MDPEDIATRIX MEDICAL GROUP INC	1,500	$19.7K	<0.01%	0		Timeline
IYWISHARES TR	123	$19.6K	<0.01%	-82		Timeline
SOUTHERN STS BANCSHARES INC…SOUTHERN STS BANCSHARES INC COM	585	$19.5K	<0.01%	0
SHYGISHARES TR	455	$19.4K	<0.01%	0		Timeline
GPCGENUINE PARTS CO	166	$19.4K	<0.01%	0		Timeline
OHIOMEGA HEALTHCARE INVS INC	510	$19.3K	<0.01%	-207		Timeline
ACNACCENTURE PLC IRELAND	54	$19K	<0.01%	0		Timeline
TLTISHARES TR	217	$19K	<0.01%	0		Timeline
USRTISHARES TR	330	$18.9K	<0.01%	+5		Timeline
SCHESCHWAB STRATEGIC TR	705	$18.8K	<0.01%	0		Timeline
SCHHSCHWAB STRATEGIC TR	887	$18.7K	<0.01%	+14		Timeline
HTZHERTZ GLOBAL HLDGS INC	4,990	$18.3K	<0.01%	-1,300		Timeline
XARSPDR SERIES TRUST	109	$18.1K	<0.01%	0		Timeline
MAGNMAGNERA CORP	991	$18K	<0.01%	new		Timeline
HSYHERSHEY CO	104	$17.6K	<0.01%	0		Timeline
NEXANEXA RES S A	2,000	$17.6K	<0.01%	0		Timeline
USIGISHARES TR	349	$17.5K	<0.01%	+11		Timeline
VBVANGUARD INDEX FDS	73	$17.5K	<0.01%	0		Timeline
TRSTRIMAS CORP	700	$17.2K	<0.01%	0		Timeline
ADNTADIENT PLC	997	$17.2K	<0.01%	0		Timeline
CRWDCROWDSTRIKE HLDGS INC	50	$17.1K	<0.01%	0		Timeline
AMDADVANCED MICRO DEVICES INC	140	$16.9K	<0.01%	+40		Timeline
MFINMEDALLION FINANCIAL CORP	1,800	$16.9K	<0.01%	0		Timeline
EPCEDGEWELL PERSONAL CARE CO	500	$16.8K	<0.01%	0		Timeline
PLDPROLOGIS INC.	158	$16.7K	<0.01%	0		Timeline
GEMGOLDMAN SACHS ETF TR	523	$16.7K	<0.01%	0		Timeline
TKTEEKAY CORPORATION LTD	2,400	$16.6K	<0.01%	new		Timeline
WALWESTERN ALLIANCE BANCORP	199	$16.6K	<0.01%	0		Timeline
IAUISHARES GOLD TR	335	$16.6K	<0.01%	0		Timeline
VIGIVANGUARD WHITEHALL FDS	207	$16.6K	<0.01%	0		Timeline
CHTRCHARTER COMMUNICATIONS INC	48	$16.5K	<0.01%	0		Timeline
SHLDGLOBAL X FDS	438	$16.4K	<0.01%	+324		Timeline
LPLLG DISPLAY CO LTD	5,300	$16.3K	<0.01%	-800		Timeline
CMECME GROUP INC	69	$16K	<0.01%	-16		Timeline
HTZWWHERTZ GLOBAL HLDGS INC	7,403	$15.9K	<0.01%	0		Timeline
OGNORGANON & CO	1,062	$15.8K	<0.01%	0		Timeline
HFXINYLIM ETF TR	605	$15.8K	<0.01%	0		Timeline
RYAMRAYONIER ADVANCED MATLS INC	1,900	$15.7K	<0.01%	0		Timeline
ITBISHARES TR	150	$15.5K	<0.01%	0		Timeline
BHFBRIGHTHOUSE FINL INC	320	$15.4K	<0.01%	0		Timeline
MRC GLOBAL INCMRC GLOBAL INC	1,200	$15.3K	<0.01%	0
GDXVANECK ETF TRUST	438	$14.9K	<0.01%	+332		Timeline
VGSHVANGUARD SCOTTSDALE FDS	255	$14.8K	<0.01%	0		Timeline
IPIINTREPID POTASH INC	670	$14.7K	<0.01%	0		Timeline
PBRPETROLEO BRASILEIRO S A	1,109	$14.3K	<0.01%	0		Timeline
AMCXAMC GLOBAL MEDIA INC	1,400	$13.9K	<0.01%	-250		Timeline
CMPCOMPASS MINERALS INTL INC	1,214	$13.7K	<0.01%	-700		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	68	$13.4K	<0.01%	new		Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	173	$13.4K	<0.01%	0		Timeline
EPREPR PPTYS	300	$13.3K	<0.01%	0		Timeline
MAGSLISTED FDS TR	240	$13.1K	<0.01%	0		Timeline
ZTSZOETIS INC	80	$13K	<0.01%	0		Timeline
BCEBCE INC	553	$12.8K	<0.01%	0		Timeline
FVFIRST TR EXCHANGE TRADED FD	217	$12.8K	<0.01%	0		Timeline
VGTVANGUARD WORLD FD	20	$12.4K	<0.01%	0		Timeline
IWPISHARES TR	98	$12.4K	<0.01%	0		Timeline
AEEAMEREN CORP	136	$12.1K	<0.01%	0		Timeline
SABASABA CAPITAL INCOME & OPPORT	1,335	$12.1K	<0.01%	0		Timeline
JBLUJETBLUE AIRWAYS CORP	1,500	$11.8K	<0.01%	-20		Timeline
LFUSLITTELFUSE INC	50	$11.8K	<0.01%	0		Timeline
AVEMAMERICAN CENTY ETF TR	200	$11.8K	<0.01%	0		Timeline
BRBROADRIDGE FINL SOLUTIONS IN	52	$11.8K	<0.01%	0		Timeline
NOCNORTHROP GRUMMAN CORP	25	$11.7K	<0.01%	-42		Timeline
TOLTOLL BROTHERS INC	93	$11.7K	<0.01%	0		Timeline
ECVTECOVYST INC	1,500	$11.5K	<0.01%	0		Timeline
ESEVERSOURCE ENERGY	199	$11.4K	<0.01%	0		Timeline
FVCFIRST TR EXCHANGE TRADED FD	312	$11.4K	<0.01%	0		Timeline
IVOLKRANESHARES TRUST	642	$11.4K	<0.01%	0		Timeline
PLTRPALANTIR TECHNOLOGIES INC	150	$11.3K	<0.01%	0		Timeline
AGGISHARES TR	115	$11.1K	<0.01%	0		Timeline
MATWMATTHEWS INTL CORP	400	$11.1K	<0.01%	0		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	1,050	$11K	<0.01%	0
STSENSATA TECHNOLOGIES HLDG PL	400	$11K	<0.01%	-600		Timeline
HNDLSTRATEGY SHS	503	$10.7K	<0.01%	0		Timeline
VGKVANGUARD INTL EQUITY INDEX F	166	$10.5K	<0.01%	0		Timeline
BHCBAUSCH HEALTH COS INC	1,300	$10.5K	<0.01%	0		Timeline
NUSNU SKIN ENTERPRISES INC	1,515	$10.4K	<0.01%	-800		Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	791	$10.3K	<0.01%	0		Timeline
FNDESCHWAB STRATEGIC TR	349	$10.1K	<0.01%	0		Timeline
LCUTLIFETIME BRANDS INC	1,700	$10K	<0.01%	0		Timeline
BINCBLACKROCK ETF TRUST II	193	$10K	<0.01%	0		Timeline
OXY/WSOCCIDENTAL PETE CORP	354	$9.75K	<0.01%	0		Timeline
SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INC	1,004	$9.64K	<0.01%	0
FTRIFIRST TR EXCHANGE-TRADED FD	800	$9.62K	<0.01%	0		Timeline
BRSLBRIGHTSTAR LOTTERY PLC	544	$9.61K	<0.01%	0		Timeline
IWOISHARES TR	33	$9.5K	<0.01%	0		Timeline
IUSBISHARES TR	210	$9.49K	<0.01%	0		Timeline
MIDDMIDDLEBY CORP	70	$9.48K	<0.01%	0		Timeline
EQCEQUITY COMMONWEALTH	5,350	$9.47K	<0.01%	0		Timeline
XLRESELECT SECTOR SPDR TR	232	$9.44K	<0.01%	0		Timeline
DGDOLLAR GEN CORP	124	$9.4K	<0.01%	0		Timeline
CMGCHIPOTLE MEXICAN GRILL INC	155	$9.35K	<0.01%	0		Timeline
IEFISHARES TR	101	$9.34K	<0.01%	0		Timeline
FTHIFIRST TR EXCHANGE TRADED FD	398	$9.26K	<0.01%	-803		Timeline
INVHINVITATION HOMES INC	271	$8.66K	<0.01%	0		Timeline
ELFE L F BEAUTY INC	68	$8.54K	<0.01%	0		Timeline
IEURISHARES TR	158	$8.53K	<0.01%	-506		Timeline
NTRSNORTHERN TR CORP	81	$8.3K	<0.01%	0		Timeline
MASIMASIMO CORP	50	$8.27K	<0.01%	0		Timeline
COINCOINBASE GLOBAL INC	33	$8.19K	<0.01%	0		Timeline
GIFIGULF ISLAND FABRICATION INC	1,200	$8.17K	<0.01%	0		Timeline
IEXIDEX CORP	39	$8.16K	<0.01%	0		Timeline
PDPINVESCO EXCHANGE TRADED FD T	75	$8.07K	<0.01%	0		Timeline
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC	1,573	$8.07K	<0.01%	0
HOVHOVNANIAN ENTERPRISES INC	60	$8.03K	<0.01%	0		Timeline
VEONVEON LTD	200	$8.02K	<0.01%	-100		Timeline
GSLCGOLDMAN SACHS ETF TR	69	$7.95K	<0.01%	0		Timeline
IDEVISHARES TR	123	$7.93K	<0.01%	0		Timeline
XSOEWISDOMTREE TR	260	$7.92K	<0.01%	0		Timeline
ESGEISHARES INC	235	$7.85K	<0.01%	0		Timeline
RYNRAYONIER INC	290	$7.57K	<0.01%	0		Timeline
GNTXGENTEX CORP	253	$7.27K	<0.01%	0		Timeline
MGMISTRAS GROUP INC	800	$7.25K	<0.01%	0		Timeline
EWBCEAST WEST BANCORP INC	75	$7.18K	<0.01%	0		Timeline
JNKSPDR SERIES TRUST	74	$7.07K	<0.01%	0		Timeline
AGZDWISDOMTREE TR	310	$6.96K	<0.01%	0		Timeline
EWEDWARDS LIFESCIENCES CORP	94	$6.96K	<0.01%	0		Timeline
NNBRNN INC	2,100	$6.87K	<0.01%	0		Timeline
JVACOFFEE HLDG CO INC	2,000	$6.84K	<0.01%	0		Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INC	200	$6.82K	<0.01%	0		Timeline
MUBISHARES TR	63	$6.71K	<0.01%	0		Timeline
EOGEOG RES INC	54	$6.62K	<0.01%	+35		Timeline
CPNGCOUPANG INC	300	$6.59K	<0.01%	0		Timeline
DVNDEVON ENERGY CORP NEW	200	$6.55K	<0.01%	0		Timeline
EQTEQT CORP	140	$6.46K	<0.01%	0		Timeline
ECHOECHOSTAR CORP	280	$6.41K	<0.01%	0		Timeline
EMBISHARES TR	72	$6.41K	<0.01%	0		Timeline
CFGCITIZENS FINL GROUP INC	145	$6.34K	<0.01%	0		Timeline
HUMHUMANA INC	25	$6.34K	<0.01%	0		Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	336	$6.34K	<0.01%	0		Timeline
BTXBLACKROCK TECH AND PRIVATE E	848	$6.31K	<0.01%	-152		Timeline
LINLINDE PLC	15	$6.28K	<0.01%	0		Timeline
ESSESSEX PPTY TR INC	22	$6.28K	<0.01%	0		Timeline
BIVVANGUARD BD INDEX FDS	84	$6.28K	<0.01%	0		Timeline
GFIGOLD FIELDS LTD	471	$6.22K	<0.01%	0		Timeline
IGIBISHARES TR	120	$6.18K	<0.01%	0		Timeline
CIIBLACKROCK ENHANCED LARGE CAP	306	$6.15K	<0.01%	-71		Timeline
XLPSELECT SECTOR SPDR TR	78	$6.13K	<0.01%	0		Timeline
JHEMJOHN HANCOCK EXCHANGE TRADED	235	$6.08K	<0.01%	0		Timeline
SONSONOCO PRODS CO	124	$6.06K	<0.01%	0		Timeline
DTEDTE ENERGY CO	50	$6.04K	<0.01%	0		Timeline
UBERUBER TECHNOLOGIES INC	100	$6.03K	<0.01%	0		Timeline
DCTHDELCATH SYS INC	500	$6.02K	<0.01%	-450		Timeline
HEFAISHARES TR	170	$5.91K	<0.01%	0		Timeline
DGRWWISDOMTREE TR	73	$5.91K	<0.01%	0		Timeline
WMGWARNER MUSIC GROUP CORP	189	$5.86K	<0.01%	0		Timeline
DCHDAUCH CORP	1,000	$5.83K	<0.01%	0		Timeline
DOCHEALTHPEAK PROPERTIES INC	287	$5.82K	<0.01%	0		Timeline
CNICANADIAN NATL RY CO	57	$5.79K	<0.01%	0		Timeline
SCHRSCHWAB STRATEGIC TR	234	$5.68K	<0.01%	+117		Timeline
UDRUDR INC	130	$5.64K	<0.01%	0		Timeline
UEICUNIVERSAL ELECTRS INC	500	$5.5K	<0.01%	0		Timeline
EPPISHARES INC	124	$5.43K	<0.01%	0		Timeline
ROKROCKWELL AUTOMATION INC	19	$5.43K	<0.01%	0		Timeline
MKSIMKS INC.	52	$5.43K	<0.01%	0		Timeline
ORCLORACLE CORP	32	$5.33K	<0.01%	new		Timeline
GSIEGOLDMAN SACHS ETF TR	159	$5.3K	<0.01%	0		Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIO	200	$5.28K	<0.01%	0		Timeline
FUMBFIRST TR EXCH TRADED FD III	262	$5.26K	<0.01%	0		Timeline
LRGFISHARES TR	86	$5.19K	<0.01%	0		Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	216	$5.17K	<0.01%	0		Timeline
TDAYUSA TODAY CO INC	1,019	$5.16K	<0.01%	0		Timeline
QQQEDIREXION SHARES ETF TRUST	57	$5.12K	<0.01%	0		Timeline
SABRSABRE CORP	1,400	$5.11K	<0.01%	0		Timeline
DIASTATE STR SPDR DOW JONES IND	12	$5.11K	<0.01%	0		Timeline
HBBHAMILTON BEACH BRANDS HLDG C	300	$5.05K	<0.01%	0		Timeline
CLXCLOROX CO DEL	31	$5.04K	<0.01%	0		Timeline
MKTXMARKETAXESS HLDGS INC	22	$4.97K	<0.01%	0		Timeline
BKNGBOOKING HOLDINGS INC	1	$4.97K	<0.01%	new		Timeline
SDVYFIRST TR EXCHANGE TRADED FD	137	$4.91K	<0.01%	-295		Timeline
EAELECTRONIC ARTS INC	33	$4.83K	<0.01%	0		Timeline
XMESPDR SERIES TRUST	84	$4.77K	<0.01%	0		Timeline
FRELFIDELITY COVINGTON TRUST	176	$4.76K	<0.01%	+11		Timeline
SAMTADVISORS INNER CIRCLE FD III	163	$4.75K	<0.01%	new		Timeline
USDUWISDOMTREE TR	170	$4.7K	<0.01%	0		Timeline
REETISHARES TR	196	$4.7K	<0.01%	+12		Timeline
EEMISHARES TR	110	$4.6K	<0.01%	0		Timeline
BBREJ P MORGAN EXCHANGE TRADED F	49	$4.59K	<0.01%	+3		Timeline
SLQDISHARES TR	92	$4.58K	<0.01%	0		Timeline
OISOIL STS INTL INC	900	$4.55K	<0.01%	0		Timeline
REZISHARES TR	56	$4.54K	<0.01%	+3		Timeline
AIVAPARTMENT INVT & MGMT CO	495	$4.5K	<0.01%	0		Timeline
AWKAMERICAN WTR WKS CO INC NEW	36	$4.48K	<0.01%	new		Timeline
SRVRPACER FDS TR	149	$4.47K	<0.01%	+9		Timeline
SOSOUTHERN CO	54	$4.45K	<0.01%	new		Timeline
IYRISHARES TR	47	$4.37K	<0.01%	+3		Timeline
RWRSPDR SERIES TRUST	44	$4.35K	<0.01%	+3		Timeline
ICFISHARES TR	72	$4.34K	<0.01%	+4		Timeline
FTVFORTIVE CORP	56	$4.2K	<0.01%	0		Timeline
MTHMERITAGE HOMES CORP	27	$4.15K	<0.01%	0		Timeline
UHSUNIVERSAL HLTH SVCS INC	23	$4.13K	<0.01%	0		Timeline
EWUISHARES TR	121	$4.1K	<0.01%	0		Timeline
QQQINVESCO QQQ TR	8	$4.09K	<0.01%	0		Timeline
HSTHOST HOTELS & RESORTS INC	233	$4.08K	<0.01%	0		Timeline
PCEFINVESCO EXCH TRADED FD TR II	213	$4.08K	<0.01%	0		Timeline
DWASINVESCO EXCH TRADED FD TR II	44	$4.02K	<0.01%	0		Timeline
BTOHANCOCK JOHN FINL OPPTYS	110	$3.93K	<0.01%	0		Timeline
LPGDORIAN LPG LTD	160	$3.9K	<0.01%	new		Timeline
SBACSBA COMMUNICATIONS CORP	19	$3.87K	<0.01%	0		Timeline
FNDCSCHWAB STRATEGIC TR	113	$3.86K	<0.01%	0		Timeline
MGAMAGNA INTL INC	92	$3.85K	<0.01%	0		Timeline
CSTECAESARSTONE LTD	900	$3.83K	<0.01%	0		Timeline
VSTSVESTIS CORPORATION	250	$3.81K	<0.01%	0		Timeline
TLHISHARES TR	38	$3.78K	<0.01%	0		Timeline
REMISHARES TR	177	$3.78K	<0.01%	+13		Timeline
JPEMJ P MORGAN EXCHANGE TRADED F	72	$3.74K	<0.01%	0		Timeline
DKNGDRAFTKINGS INC NEW	100	$3.72K	<0.01%	0		Timeline
ARMARM HOLDINGS PLC	30	$3.7K	<0.01%	0		Timeline
JPMEJ P MORGAN EXCHANGE TRADED F	36	$3.69K	<0.01%	0		Timeline
VGLTVANGUARD SCOTTSDALE FDS	66	$3.65K	<0.01%	0		Timeline
AGQIFIRST TR EXCHNG TRADED FD VI	272	$3.64K	<0.01%	0		Timeline
USMVISHARES TR	41	$3.64K	<0.01%	0		Timeline
RWJINVESCO EXCH TRADED FD TR II	78	$3.57K	<0.01%	0		Timeline
ISCGISHARES TR	72	$3.56K	<0.01%	0		Timeline
ALGNALIGN TECHNOLOGY INC	17	$3.54K	<0.01%	0		Timeline
UNHUNITEDHEALTH GROUP INC	7	$3.54K	<0.01%	new		Timeline
QSQUANTUMSCAPE CORP	676	$3.51K	<0.01%	0		Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	180	$3.51K	<0.01%	0		Timeline
ENTGENTEGRIS INC	35	$3.47K	<0.01%	0		Timeline
NLYANNALY CAPITAL MANAGEMENT IN	187	$3.42K	<0.01%	0		Timeline
VRTVERTIV HOLDINGS CO	30	$3.41K	<0.01%	0		Timeline
EWTISHARES INC	65	$3.36K	<0.01%	0		Timeline
CHWYCHEWY INC	100	$3.35K	<0.01%	0		Timeline
PPGPPG INDS INC	28	$3.35K	<0.01%	0		Timeline
IIMINVESCO VALUE MUN INCOME TR	274	$3.26K	<0.01%	0		Timeline
HYLBDBX ETF TR	90	$3.25K	<0.01%	0		Timeline
ROBTFIRST TR EXCHANGE TRADED FD	71	$3.2K	<0.01%	0		Timeline
EBNDSPDR SERIES TRUST	162	$3.16K	<0.01%	0		Timeline
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION	116	$3.15K	<0.01%	0
SSPSCRIPPS E W CO OHIO	1,397	$3.09K	<0.01%	-1,035		Timeline
NGVTINGEVITY CORP	75	$3.06K	<0.01%	0		Timeline
VNQVANGUARD INDEX FDS	34	$3.03K	<0.01%	+3		Timeline
TIPISHARES TR	28	$2.98K	<0.01%	0		Timeline
BRWSABA CAPITAL INCOME & OPRNT	387	$2.95K	<0.01%	0		Timeline
SPGMSPDR INDEX SHS FDS	46	$2.91K	<0.01%	0		Timeline
PINSPINTEREST INC	100	$2.9K	<0.01%	0		Timeline
SCHVSCHWAB STRATEGIC TR	111	$2.89K	<0.01%	new		Timeline
EXREXTRA SPACE STORAGE INC	19	$2.84K	<0.01%	0		Timeline
BDJBLACKROCK ENHANCED EQUITY DI	343	$2.84K	<0.01%	-114		Timeline
SUISUN CMNTYS INC	22	$2.71K	<0.01%	0		Timeline
COLDAMERICOLD REALTY TRUST INC	125	$2.67K	<0.01%	0		Timeline
MTUSMETALLUS INC	187	$2.64K	<0.01%	0		Timeline
VOVANGUARD INDEX FDS	10	$2.64K	<0.01%	-20		Timeline
EWXSPDR INDEX SHS FDS	45	$2.64K	<0.01%	0		Timeline
CPTCAMDEN PPTY TR	22	$2.55K	<0.01%	0		Timeline
EWCISHARES INC	63	$2.54K	<0.01%	0		Timeline
IPORENAISSANCE CAP GREENWICH FD	58	$2.53K	<0.01%	0		Timeline
GOOSCANADA GOOSE HLDGS INC	251	$2.52K	<0.01%	0		Timeline
LUVSOUTHWEST AIRLS CO	73	$2.45K	<0.01%	0		Timeline
VICIVICI PPTYS INC	84	$2.45K	<0.01%	0		Timeline
XPXP INC	204	$2.42K	<0.01%	0		Timeline
FNDASCHWAB STRATEGIC TR	80	$2.38K	<0.01%	+40		Timeline
KWEBKRANESHARES TRUST	80	$2.34K	<0.01%	0		Timeline
ELPCCOMPANHIA PARANAENSE DE ENER	437	$2.28K	<0.01%	0		Timeline
BF-BBROWN FORMAN CORP	57	$2.17K	<0.01%	0		Timeline
IQVIQVIA HLDGS INC	11	$2.16K	<0.01%	0		Timeline
VGITVANGUARD SCOTTSDALE FDS	37	$2.15K	<0.01%	0		Timeline
SPIPSPDR SERIES TRUST	84	$2.13K	<0.01%	0		Timeline
MBBISHARES TR	23	$2.11K	<0.01%	0		Timeline
SPABSPDR SERIES TRUST	84	$2.1K	<0.01%	0		Timeline
AIAISHARES TR	30	$2.04K	<0.01%	0		Timeline
LYFTLYFT INC	150	$1.94K	<0.01%	0		Timeline
XBISPDR SERIES TRUST	21	$1.89K	<0.01%	0		Timeline
CPCANADIAN PACIFIC KANSAS CITY	26	$1.88K	<0.01%	0		Timeline
BABOEING CO	10	$1.77K	<0.01%	-200		Timeline
XITKSPDR SERIES TRUST	10	$1.74K	<0.01%	0		Timeline
IFNABERDEEN INDIA FD INC	110	$1.73K	<0.01%	0		Timeline
VTVVANGUARD INDEX FDS	10	$1.69K	<0.01%	0		Timeline
HRHEALTHCARE RLTY TR	97	$1.64K	<0.01%	0		Timeline
CMTLCOMTECH TELECOMMUNICATIONS C	400	$1.6K	<0.01%	-2,000		Timeline
FGF&G ANNUITIES & LIFE INC	37	$1.53K	<0.01%	0		Timeline
SYYSYSCO CORP	20	$1.53K	<0.01%	0		Timeline
TEAMATLASSIAN CORPORATION	6	$1.46K	<0.01%	0		Timeline
SCHCSCHWAB STRATEGIC TR	41	$1.41K	<0.01%	0		Timeline
EWLISHARES INC	30	$1.38K	<0.01%	0		Timeline
TRVGTRIVAGO N V	600	$1.31K	<0.01%	0		Timeline
TRITHOMSON REUTERS CORP	8	$1.28K	<0.01%	new		Timeline
ALLYALLY FINL INC	35	$1.26K	<0.01%	0		Timeline
OUSTOUSTER INC	100	$1.22K	<0.01%	0		Timeline
TENBTENABLE HLDGS INC	30	$1.18K	<0.01%	0		Timeline
CEGCONSTELLATION ENERGY CORP	5	$1.12K	<0.01%	-23		Timeline
APTVAPTIV PLC	18	$1.09K	<0.01%	new		Timeline
CATCATERPILLAR INC	3	$1.09K	<0.01%	0		Timeline
EGEVEREST GROUP LTD	3	$1.09K	<0.01%	0		Timeline
PLUGPLUG PWR INC	509	$1.08K	<0.01%	0		Timeline
VEEVVEEVA SYS INC	5	$1.05K	<0.01%	0		Timeline
NICENICE LTD	6	$1.02K	<0.01%	0		Timeline
ACHRARCHER AVIATION INC	99	$965	<0.01%	new		Timeline
BYNDBEYOND MEAT INC	255	$959	<0.01%	0		Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	30	$954	<0.01%	0		Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	8	$953	<0.01%	0		Timeline
NXTGFIRST TR EXCHANGE-TRADED FD	11	$938	<0.01%	0		Timeline
IJKISHARES TR	10	$909	<0.01%	new		Timeline
ENRENERGIZER HLDGS INC	26	$907	<0.01%	0		Timeline
DEODIAGEO PLC	7	$890	<0.01%	0		Timeline
LEALEAR CORP	9	$852	<0.01%	0		Timeline
SCHISCHWAB STRATEGIC TR	36	$795	<0.01%	+18		Timeline
MPTMEDICAL PROPERTIES TRUST INC	200	$790	<0.01%	0		Timeline
HDBHDFC BANK LTD	12	$766	<0.01%	0		Timeline
VTSVITESSE ENERGY INC	29	$725	<0.01%	-4,464		Timeline
PUKPRUDENTIAL PLC	44	$701	<0.01%	0		Timeline
NIONIO INC	160	$698	<0.01%	0		Timeline
BM TECHNOLOGIES INCBM TECHNOLOGIES INC	138	$675	<0.01%	0
LITELUMENTUM HLDGS INC	8	$672	<0.01%	0		Timeline
UPWHEELS UP EXPERIENCE INC	405	$668	<0.01%	0		Timeline
WWAYFAIR INC	15	$665	<0.01%	0		Timeline
WTIW & T OFFSHORE INC	400	$664	<0.01%	0		Timeline
UCBUNITED CMNTY BKS BLAIRSVLE G	20	$646	<0.01%	0		Timeline
BBDBANCO BRADESCO S A	334	$638	<0.01%	0		Timeline
AMARIN CORP PLCAMARIN CORP PLC	1,225	$594	<0.01%	0
MTWMANITOWOC CO INC	65	$593	<0.01%	0		Timeline
IEZISHARES TR	28	$555	<0.01%	0		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1	$520	<0.01%	-100		Timeline
RRRICHTECH ROBOTICS INC	189	$510	<0.01%	new		Timeline
DOOBRP INC	10	$509	<0.01%	0		Timeline
BLVVANGUARD BD INDEX FDS	7	$479	<0.01%	0		Timeline
FMSFRESENIUS MEDICAL CARE AG	21	$475	<0.01%	0		Timeline
HAUZDBX ETF TR	24	$475	<0.01%	0		Timeline
EFAISHARES TR	5	$378	<0.01%	-105		Timeline
TILRAY INCTILRAY INC	280	$372	<0.01%	0
RBLXROBLOX CORP	5	$289	<0.01%	0		Timeline
CGNXCOGNEX CORP	8	$287	<0.01%	0		Timeline
CZRCAESARS ENTERTAINMENT INC NE	8	$267	<0.01%	0		Timeline
MFAMFA FINL INC	23	$234	<0.01%	0		Timeline
DHRDANAHER CORP DEL	1	$230	<0.01%	new		Timeline
FXOFIRST TR EXCHANGE-TRADED FD	4	$217	<0.01%	0		Timeline
NDSNNORDSON CORP	1	$209	<0.01%	0		Timeline
CHKPCHECK POINT SOFTWARE TECH LT	1	$187	<0.01%	new		Timeline
SKY QUARRY INC.SKY QUARRY INC.	134	$154	<0.01%	new
BNEDBARNES & NOBLE ED INC	15	$151	<0.01%	0		Timeline
NXHNEIGHBORHOOD INTELLIGENCE IN	27	$133	<0.01%	0		Timeline
VLTOVERALTO CORP	1	$102	<0.01%	new		Timeline
ACBAURORA CANNABIS INC	24	$102	<0.01%	0		Timeline
SPIBSPDR SERIES TRUST	3	$98	<0.01%	0		Timeline
ONLORION PROPERTIES INC	24	$89	<0.01%	0		Timeline
PTONPELOTON INTERACTIVE INC	10	$87	<0.01%	0		Timeline
SNAPSNAP INC	8	$86	<0.01%	0		Timeline
KTBKONTOOR BRANDS INC	1	$85	<0.01%	new		Timeline
CGCCANOPY GROWTH CORPORATION	30	$82	<0.01%	0		Timeline
AMIXAUTONOMIX MED INC	20	$75	<0.01%	new		Timeline
QURATE RETAIL INCQURATE RETAIL INC	185	$61	<0.01%	0
ADAPYADAPTIMMUNE THERAPEUTICS PLC S	100	$54	<0.01%	0		Timeline
BLCNSIREN ETF TR	2	$51	<0.01%	0		Timeline
RUNSUNRUN INC	5	$46	<0.01%	0		Timeline
DTILPRECISION BIOSCIENCES INC	8	$30	<0.01%	0		Timeline
SCHKSCHWAB STRATEGIC TR	1	$25	<0.01%	0		Timeline
ICLNISHARES TR	2	$23	<0.01%	0		Timeline
GOEVQCANOO INC COM PAR $0.0001	2	$3	<0.01%	new		Timeline
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	1	$2	<0.01%	0
WORKHORSE GROUP INCWORKHORSE GROUP INC	3	$2	<0.01%	0
LDTDFLEDDARTECH HLDGS INC WT EXP 12	22	$2	<0.01%	0		Timeline
ALURWALLURION TECHNOLOGIES INC WT P	6	$0	0%	0	Value filed as zero, left out of ratios.	Timeline
POWERUP ACQUISITION CORPPOWERUP ACQUISITION CORP	10	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	1,423	$1.35M	shares
CMCANADIAN IMPERIAL BANK OF CO	18,948	$1.16M	shares
STERICYCLE INCSTERICYCLE INC	2,925	$178K	shares
ORANYORANGE-SPON ADR	13,064	$150K	shares
FISVFISERV INC	454	$81.6K	shares
AUBATLANTIC UN BANKSHARES CORP	1,600	$60.3K	shares
GLATFELTER CORPGLATFELTER CORP	20,850	$37.5K	shares
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO	3,300	$23.5K	shares
TEEKAY CORPORATIONTEEKAY CORPORATION	2,400	$22.1K	shares
TCOMTRIP COM GROUP LTD	269	$16K	shares
RPVINVESCO EXCHANGE TRADED FD T	156	$13.9K	shares
PTLCPACER FDS TR	247	$13K	shares
CXWCORECIVIC INC	1,000	$12.7K	shares
ALLEALLEGION PLC	66	$9.62K	shares
CPAYCORPAY INC	29	$9.07K	shares
FASTFASTENAL CO	124	$8.86K	shares
FTSMFIRST TR EXCHANGE-TRADED FD	145	$8.68K	shares
CUZCOUSINS PPTYS INC	258	$7.61K	shares
KEYSKEYSIGHT TECHNOLOGIES INC	47	$7.47K	shares
WECWEC ENERGY GROUP INC	77	$7.41K	shares
RVTROYCE SMALL CAP TRUST INC	438	$6.88K	shares
XGDVXGABELLI DIVID & INCOME TR	281	$6.87K	shares
HAPNHAPPEN INC	575	$6.57K	shares
ETNEATON CORP PLC	19	$6.3K	shares
TTTRANE TECHNOLOGIES PLC	14	$5.44K	shares
MSIMOTOROLA SOLUTIONS INC	12	$5.4K	shares
FMFFIRST TR EXCHANGE-TRADED FD	110	$5.22K	shares
EOSEATON VANCE ENHANCED EQUITY	234	$5.08K	shares
TDSTELEPHONE & DATA SYS INC	218	$5.07K	shares
ANFABERCROMBIE & FITCH CO	35	$4.9K	shares
VTWOVANGUARD SCOTTSDALE FDS	52	$4.65K	shares
BSTBLACKROCK SCIENCE & TECHNOLO	124	$4.39K	shares
NFJVIRTUS DIVIDEND INTEREST & P	320	$4.17K	shares
OWLBLUE OWL CAPITAL INC	213	$4.12K	shares
FEMFIRST TR EXCH TRD ALPHDX FD	168	$4.03K	shares
HTDHANCOCK JOHN TAX-ADVANTAGED	168	$3.9K	shares
INFYINFOSYS LTD	153	$3.41K	shares
JKHYHENRY JACK & ASSOC INC	19	$3.35K	shares
HIWHIGHWOODS PPTYS INC	94	$3.15K	shares
MCYMERCURY GENL CORP NEW	50	$3.15K	shares
EDCONSOLIDATED EDISON INC	27	$2.81K	shares
EXPEEXPEDIA GROUP INC	17	$2.52K	shares
MARAMARA HOLDINGS INC	137	$2.22K	shares
EQHEQUITABLE HLDGS INC	42	$1.76K	shares
BYDBOYD GAMING CORP	27	$1.75K	shares
VOYAVOYA FINANCIAL INC	21	$1.66K	shares
COFCAPITAL ONE FINL CORP	10	$1.5K	shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD	18	$1.3K	shares
LUMNLUMEN TECHNOLOGIES INC	166	$1.18K	shares
FWONKLIBERTY MEDIA CORP DEL	10	$774	shares
XYZBLOCK INC	10	$671	shares
RGSREGIS CORPORATION	20	$550	shares
OPLNOPENLANE INC	22	$371	shares
TIDEWATER INC NEWTIDEWATER INC NEW	556	$245	shares
AUTONOMIX MED INCAUTONOMIX MED INC	400	$240	shares
HOODROBINHOOD MKTS INC	7	$164	shares
EMBCEMBECTA CORP	11	$155	shares
LLYVKLIBERTY MEDIA CORP DEL	2	$103	shares
CANOO INCCANOO INC	43	$42	shares
SNDLSNDL INC	5	$10	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001062993-25-001861	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC