Resources Investment Advisors, Llc. Purchases in Q3 2025

Resources Investment Advisors, Llc.

  • $8.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
606K
+ 17.04%
$54.35 - $59.32 $33M - $36M
4.17M $247M
OEF
Ishares S&P 100 ETF

ETFs
190K
+ 53.9%
N/A
543K $144M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
169K
+ 2.92%
$72.65 - $78.68 $12.2M - $13.3M
5.94M $466M
AAPL
Apple Inc.

Technology
12.2K
+ 2.09%
$202.38 - $256.87 $2.47M - $3.13M
596K $152M
IAU
Ishares Gold Trust

ETFs
233K
+ 20.6%
$61.62 - $72.77 $14.3M - $16.9M
1.36M $99.1M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
373K
+ 11.13%
$34.31 - $38.09 $12.8M - $14.2M
3.73M $141M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
438K
+ 133.41%
$47.75 - $54.24 $20.9M - $23.8M
766K $41.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
128K
+ 1.76%
$28.92 - $32.19 $3.69M - $4.11M
7.39M $236M
DFAU
Dimensional ETF Tr

ETFs
227K
+ 6.04%
$42.42 - $45.96 $9.65M - $10.5M
3.99M $183M
NVDA
Nvidia Corp

Technology
29.5K
+ 5.52%
$153.3 - $186.58 $4.52M - $5.5M
563K $105M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
86
+ 0.03%
$567.77 - $614.76 $48.8K - $52.9K
296K $181M
IVV
Ishares Core S&P 500 ETF

ETFs
3.87K
+ 1.8%
$620.67 - $670.08 $2.4M - $2.59M
220K $147M
BND
Vanguard Bd Index Fd Inc Total

ETFs
170K
+ 45.97%
$72.57 - $74.72 $12.4M - $12.7M
541K $40.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.5K
+ 2.31%
$36.04 - $38.78 $2.94M - $3.16M
3.6M $139M
MUB
Ishares National Muni Bond ETF

ETFs
100K
+ 15.48%
$103.24 - $106.68 $10.3M - $10.7M
747K $79.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
103K
+ 7.77%
$90.83 - $93.81 $9.38M - $9.69M
1.43M $134M
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
+ 11.34%
$303.93 - $329.86 $6.21M - $6.74M
201K $65.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
220K
+ 132.61%
$45.26 - $46.63 $9.94M - $10.2M
385K $17.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
180K
+ 6.63%
$41.8 - $43.15 $7.51M - $7.76M
2.89M $124M
DFSD
Dimensional ETF Tr Short Durat

ETFs
168K
+ 5.46%
$47.86 - $48.43 $8.02M - $8.12M
3.24M $156M
PVAL
Putnam ETF Tr Putnam Focused L
178K
+ 125.14%
$39.93 - $42.72 $7.12M - $7.62M
321K $13.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
271K
+ 543.03%
$29.12 - $29.34 $7.9M - $7.96M
321K $9.42M
DFAI
Dimensional ETF Tr

ETFs
78.9K
+ 3.05%
$34.05 - $36.55 $2.68M - $2.88M
2.66M $96.8M
HYD
Vaneck High Yield Muni ETF

ETFs
125K
+ 92.36%
$48.85 - $50.94 $6.08M - $6.34M
259K $13.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
76.3K
+ 52.33%
$67.01 - $72.84 $5.11M - $5.56M
222K $16.1M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
122K
New
$47.11 - $48.77 $5.76M - $5.96M
122K $5.92M
TECH
Bio Techne Corp

Healthcare
103K
New
$49.87 - $58.78 $5.16M - $6.08M
103K $5.75M
MBB
Ishares Tr

ETFs
39.9K
+ 2.59%
$92.46 - $95.73 $3.69M - $3.82M
1.58M $151M
AVGO
Broadcom Inc.

Technology
1.97K
+ 2.11%
$264.74 - $369.57 $520K - $727K
94.9K $31.3M
AVEM
American Centy ETF Tr Avantis

ETFs
49.7K
+ 22.59%
$68.33 - $75.41 $3.4M - $3.75M
270K $20.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.35K
+ 0.87%
$236.25 - $257.69 $555K - $605K
271K $69.5M
TSLA
Tesla, Inc.

Consumer Cyclical
448
+ 1.26%
$293.94 - $444.72 $132K - $199K
36.1K $16M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
90.1K
+ 259.41%
$49.09 - $50.58 $4.43M - $4.56M
125K $6.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.26K
+ 55.91%
$404.94 - $499.99 $2.94M - $3.63M
20.2K $9.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
49.5K
+ 25.24%
$63.41 - $69.69 $3.14M - $3.45M
246K $16.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.6K
+ 11.4%
$459.11 - $506.91 $3.03M - $3.34M
64.5K $32.4M
IOT
Samsara Inc.

Technology
117K
+ 184.22%
$32.22 - $42.09 $3.76M - $4.91M
180K $6.71M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46K
+ 28.6%
$68.24 - $73.73 $3.14M - $3.39M
207K $15.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
154K
+ 37.84%
$21.69 - $23.34 $3.35M - $3.6M
562K $13.1M
DFAE
Dimensional ETF Tr

ETFs
51.8K
+ 5.59%
$28.84 - $31.84 $1.49M - $1.65M
978K $30.8M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
79.8K
+ 147.6%
$46.84 - $48.45 $3.74M - $3.87M
134K $6.43M
NOW
Service Now, Inc.

Technology
5.1K
+ 63.38%
$850.86 - $1044.69 $4.34M - $5.32M
13.1K $12.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.5K
+ 0.86%
$30.76 - $33.01 $507K - $544K
1.93M $63.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
37.8K
+ 17.42%
$94.11 - $95.78 $3.56M - $3.62M
255K $24.4M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
58.4K
+ 122.8%
$53.93 - $57.58 $3.15M - $3.36M
106K $5.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
66.1K
+ 32.86%
$50.47 - $50.74 $3.34M - $3.35M
267K $13.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31.4K
+ 42.76%
$100.37 - $100.74 $3.15M - $3.17M
105K $10.6M
FSMD
Fidelity Covington Tr Small Mi

ETFs
67.8K
+ 139.09%
$41.29 - $44.71 $2.8M - $3.03M
117K $5.13M
MCD
Mcdonalds Corp

Consumer Cyclical
7.97K
+ 15.75%
$291.67 - $316.99 $2.33M - $2.53M
58.6K $17.8M
Activity Summary
Buys All Purchases 605 New Holdings 105 Increased Positions 500 Sells All Sells 808 Reductions 808 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email