Investment Research Partners LLC New Holdings in Q3 2025

Investment Research Partners LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
55.8K
New
$153.3 - $186.58 $8.55M - $10.4M
55.8K $11.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
91.8K
New
$97.75 - $100.75 $8.97M - $9.24M
91.8K $9.25B
SUB
Ishares Short Term National Mu

ETFs
83.7K
New
$106.17 - $107.3 $8.89M - $8.98M
83.7K $8.91B
IVV
Ishares Core S&P 500 ETF

ETFs
12.8K
New
$620.67 - $670.08 $7.97M - $8.6M
12.8K $8.87B
Northern Lts Fd Tr Iv
28.7K
New
N/A
28.7K $7.29B
AAPL
Apple Inc.

Technology
26.3K
New
$202.38 - $256.87 $5.32M - $6.76M
26.3K $7.09B
MSFT
Microsoft Corp

Technology
12.2K
New
$491.09 - $535.64 $5.97M - $6.51M
12.2K $6.58B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
297K
New
$20.34 - $21.61 $6.04M - $6.42M
297K $6.5B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
105K
New
$48.31 - $48.93 $5.07M - $5.14M
105K $5.13B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
70.2K
New
$60.01 - $65.01 $4.21M - $4.56M
70.2K $4.7B
AVGO
Broadcom Inc.

Technology
10.3K
New
$264.74 - $369.57 $2.72M - $3.8M
10.3K $3.97B
MUB
Ishares National Muni Bond ETF

ETFs
27.6K
New
$103.24 - $106.68 $2.85M - $2.95M
27.6K $2.97B
OAIM
Unified Ser Tr Oneascent Intl
72K
New
N/A
72K $2.93B
SCHO
Schwab Short Term Us Treasury

ETFs
114K
New
$24.23 - $24.42 $2.76M - $2.78M
114K $2.78B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.8K
New
$181.56 - $190.33 $2.5M - $2.62M
13.8K $2.6B
HDV
Ishares Core High Dividend ETF

ETFs
18.9K
New
$118.16 - $123.66 $2.23M - $2.33M
18.9K $2.26B
IBM
International Business Machines Corp

Technology
6.79K
New
$234.77 - $292.47 $1.59M - $1.99M
6.79K $2.09B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
47.3K
New
$38.56 - $42.17 $1.82M - $2M
47.3K $1.93B
JNJ
Johnson & Johnson

Healthcare
10.2K
New
$155.17 - $185.42 $1.58M - $1.89M
10.2K $1.91B
JPM
Jpmorgan Chase & CO

Financial Services
6.18K
New
$282.78 - $316.06 $1.75M - $1.95M
6.18K $1.89B
ORCL
Oracle Corp

Technology
6.75K
New
$218.96 - $328.33 $1.48M - $2.22M
6.75K $1.86B
UPS
United Parcel Service Inc

Industrials
18.6K
New
$82.58 - $105.54 $1.54M - $1.96M
18.6K $1.81B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
15.8K
New
$83.08 - $100.2 $1.31M - $1.58M
15.8K $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
7.56K
New
$211.65 - $238.24 $1.6M - $1.8M
7.56K $1.74B
CSCO
Cisco Systems, Inc.

Technology
23.9K
New
$66.2 - $71.79 $1.58M - $1.72M
23.9K $1.7B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
51.2K
New
$31.31 - $34.54 $1.6M - $1.77M
51.2K $1.68B
AXP
American Express CO

Financial Services
4.39K
New
$294.27 - $342.31 $1.29M - $1.5M
4.39K $1.57B
Brookfield Renewable Corp
35.6K
New
N/A
35.6K $1.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
2K
New
$617.65 - $666.84 $1.24M - $1.33M
2K $1.37B
META
Meta Platforms, Inc.

Communication Services
1.79K
New
$695.21 - $791.73 $1.25M - $1.42M
1.79K $1.35B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.2K
New
$82.38 - $83.0 $1.33M - $1.34M
16.2K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
1.46K
New
$915.95 - $994.57 $1.34M - $1.46M
1.46K $1.34B
IDV
Ishares Tr

ETFs
35.4K
New
$34.54 - $37.28 $1.22M - $1.32M
35.4K $1.33B
LLY
Eli Lilly & CO

Healthcare
1.62K
New
$625.65 - $812.69 $1.02M - $1.32M
1.62K $1.32B
VRT
Vertiv Holdings CO

Industrials
6.54K
New
N/A
6.54K $1.3B
MCK
Mckesson Corp

Healthcare
1.61K
New
$659.01 - $772.54 $1.06M - $1.25M
1.61K $1.3B
Lam Research Corp
7.8K
New
N/A
7.8K $1.25B
LOW
Lowes Companies Inc

Consumer Cyclical
5.2K
New
$215.01 - $273.02 $1.12M - $1.42M
5.2K $1.24B
WMT
Walmart Inc.

Consumer Defensive
12.1K
New
$94.4 - $104.27 $1.14M - $1.26M
12.1K $1.23B
QCOM
Qualcomm Inc

Technology
6.77K
New
$145.84 - $173.55 $987K - $1.17M
6.77K $1.21B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
23.6K
New
N/A
23.6K $1.18B
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.5K
New
$67.01 - $72.84 $1.04M - $1.13M
15.5K $1.15B
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
104K
New
$10.85 - $11.41 $1.13M - $1.18M
104K $1.14B
ABBV
Abb Vie Inc.

Healthcare
4.85K
New
$184.85 - $231.54 $897K - $1.12M
4.85K $1.09B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.57K
New
$224.68 - $282.71 $802K - $1.01M
3.57K $1.09B
TTE
Total Energies Se

Energy
17.1K
New
N/A
17.1K $1.06B
AMGN
Amgen Inc

Healthcare
3.63K
New
$271.18 - $309.22 $985K - $1.12M
3.63K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.19K
New
$459.11 - $506.91 $1M - $1.11M
2.19K $1.04B
VZ
Verizon Communications Inc

Communication Services
25.2K
New
$40.84 - $45.06 $1.03M - $1.14M
25.2K $1.01B
Activity Summary
Buys All Purchases 224 New Holdings 224 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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