Resources Investment Advisors, Llc. Purchases in Q4 2024

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
174K
+ 139.22%
$201.32 - $217.44 $35.1M - $37.9M
299K $62M
DFAU
Dimensional ETF Tr

ETFs
606K
+ 23.95%
$39.27 - $42.38 $23.8M - $25.7M
3.14M $127M
IBHE
Ishares Ibonds 2025 Term High

ETFs
783K
+ 3032.53%
$23.08 - $23.28 $18.1M - $18.2M
809K $18.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.59M
+ 156.59%
$22.63 - $47.53 $58.6M - $123M
4.25M $96.4M
IAU
Ishares Gold Trust

ETFs
349K
+ 71.59%
$48.37 - $52.65 $16.9M - $18.4M
836K $41.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
322K
+ 13.45%
$46.75 - $47.8 $15M - $15.4M
2.71M $127M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.1K
+ 0.16%
$66.77 - $71.52 $806K - $864K
7.57M $522M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
470K
+ 4102.77%
$23.29 - $23.93 $10.9M - $11.2M
481K $11.3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
209K
New
$49.36 - $53.72 $10.3M - $11.2M
209K $10.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
220K
+ 15.72%
$49.79 - $51.14 $10.9M - $11.2M
1.62M $81.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
129K
+ 12.62%
$90.42 - $94.5 $11.7M - $12.2M
1.15M $104M
AVDE
American Centy ETF Tr Avantis

ETFs
178K
+ 28.35%
$60.9 - $66.69 $10.9M - $11.9M
807K $49.5M
CORP
Pimco Investment Grade Corp Bd

ETFs
69.9K
+ 28.14%
$95.1 - $99.41 $6.65M - $6.95M
318K $30.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
127K
+ 4.04%
$33.92 - $36.6 $4.29M - $4.63M
3.26M $113M
ALLY
Ally Financial Inc.

Financial Services
138K
New
$34.12 - $39.98 $4.7M - $5.5M
138K $4.96M
JPM
Jpmorgan Chase & CO

Financial Services
2.08K
+ 1.47%
$205.18 - $250.29 $427K - $520K
144K $34.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.06M
+ 280.83%
$25.93 - $105.3 $157M - $638M
8.22M $229M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
171K
+ 28.41%
$26.55 - $27.32 $4.54M - $4.68M
774K $20.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
205K
+ 8.43%
$41.17 - $43.34 $8.44M - $8.88M
2.63M $109M
ICVT
Ishares Tr Convertible Bond Et

ETFs
45.1K
+ 33.24%
$83.09 - $89.28 $3.75M - $4.03M
181K $15.4M
AVUS
American Centy ETF Tr Avantis

ETFs
27.6K
+ 3.71%
$94.36 - $102.06 $2.61M - $2.82M
772K $74.9M
PG
Procter & Gamble CO

Consumer Defensive
25.7K
+ 31.27%
$161.05 - $179.7 $4.14M - $4.62M
108K $18.1M
UPWK
Upwork, Inc

Industrials
130K
+ 70.39%
$10.05 - $17.51 $1.31M - $2.27M
315K $5.14M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
44.8K
+ 121.45%
$66.67 - $74.08 $2.99M - $3.32M
81.7K $5.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
42.3K
+ 10.59%
$81.68 - $82.93 $3.45M - $3.5M
441K $36.2M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
87.1K
+ 19.6%
$44.21 - $46.46 $3.85M - $4.05M
531K $23.6M
MRVL
Marvell Technology, Inc.

Technology
11K
+ 24.66%
$70.31 - $124.78 $773K - $1.37M
55.6K $6.14M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
77.1K
+ 46.96%
$36.54 - $37.53 $2.82M - $2.89M
241K $8.87M
XMTR
Xometry, Inc.

Industrials
62.7K
New
$17.17 - $44.66 $1.08M - $2.8M
62.7K $2.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
31.4K
+ 12.55%
$115.08 - $119.55 $3.61M - $3.75M
282K $32.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.4K
+ 8.75%
$172.07 - $207.36 $929K - $1.12M
67.1K $13.3M
AVUV
American Centy ETF Tr Avantis

ETFs
21.6K
+ 19.37%
$94.37 - $106.41 $2.04M - $2.3M
133K $12.8M
FTSL
First Trust Senior Ln Fund

ETFs
43.9K
+ 86.41%
$45.9 - $46.48 $2.02M - $2.04M
94.7K $4.38M
OSCR
Oscar Health, Inc.

Healthcare
152K
New
$13.38 - $20.63 $2.03M - $3.13M
152K $2.04M
VTI
Vanguard Total Stock Market Et

ETFs
2.4K
+ 1.25%
$280.04 - $302.45 $672K - $725K
194K $56.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
33K
+ 111.77%
$53.94 - $58.15 $1.78M - $1.92M
62.5K $3.52M
BA
Boeing CO

Industrials
484
+ 0.67%
$138.14 - $180.72 $66.9K - $87.5K
72.4K $12.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.07K
+ 0.14%
$111.85 - $120.71 $119K - $129K
761K $87.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.1K
+ 5.83%
$370.24 - $418.94 $777K - $879K
38.1K $15.3M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
56.7K
+ 6.45%
N/A
936K $29.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
29.5K
+ 122.25%
$64.85 - $73.04 $1.92M - $2.16M
53.7K $3.51M
RNR
Renaissancere Holdings LTD

Financial Services
6.3K
New
$241.97 - $287.47 $1.53M - $1.81M
6.3K $1.57M
ULCC
Frontier Group Holdings, Inc.

Industrials
144K
+ 46.53%
$4.99 - $7.29 $719K - $1.05M
454K $3.23M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
33.1K
+ 47.2%
$63.27 - $70.31 $2.09M - $2.33M
103K $6.55M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
66.8K
+ 163.63%
$23.02 - $23.23 $1.54M - $1.55M
108K $2.48M
DFAE
Dimensional ETF Tr

ETFs
115K
+ 16.78%
$25.36 - $28.15 $2.93M - $3.25M
803K $20.4M
PLTR
Palantir Technologies Inc.

Technology
1.94K
+ 5.69%
$36.46 - $82.38 $70.8K - $160K
36.1K $2.73M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
14.7K
+ 192.77%
$98.47 - $109.35 $1.45M - $1.61M
22.3K $2.2M
AME
Ametek Inc

Industrials
6.58K
+ 33.41%
$165.89 - $197.38 $1.09M - $1.3M
26.3K $4.74M
Activity Summary
Buys All Purchases 649 New Holdings 117 Increased Positions 532 Sells All Sells 691 Reductions 691 Sold out 0 Options Calls 0 Puts 0
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