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
CL
Colgate Palmolive CO

Consumer Defensive
411
+ 2.77%
$90.22 - $102.31 $37.1K - $42K
15.2K $1.39M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
127
+ 0.16%
$20.55 - $23.26 $2.61K - $2.95K
77.9K $1.64M
AVDV
American Centy ETF Tr Avantis

ETFs
4.26K
+ 5.38%
$63.85 - $70.4 $272K - $300K
83.4K $5.43M
EWJ
Ishares Msci Japan ETF

ETFs
1.33K
+ 2.28%
$66.18 - $71.84 $87.8K - $95.3K
59.4K $3.99M
FTV
Fortive Corp

Technology
999
+ 1.58%
$71.16 - $79.68 $71.1K - $79.6K
64.3K $4.82M
DOW
Dow Inc.

Basic Materials
180
+ 1.45%
$39.1 - $55.34 $7.04K - $9.96K
12.6K $505K
FCN
Fti Consulting, Inc

Industrials
213
+ 3.17%
$190.39 - $231.2 $40.6K - $49.2K
6.94K $1.33M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.71K
+ 1.68%
$80.13 - $83.77 $137K - $143K
104K $8.34M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.34K
+ 1.04%
$42.84 - $45.38 $57.2K - $60.6K
130K $5.6M
CGDV
Capital Group Divid Value ETF

ETFs
3.45K
+ 1.13%
$35.16 - $37.12 $121K - $128K
308K $10.9M
GNMA
Ishares Gnma Bond ETF

ETFs
3.7K
+ 1.64%
$42.8 - $44.74 $158K - $166K
229K $9.84M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.42K
+ 5.82%
$58.88 - $64.8 $378K - $416K
117K $6.88M
KO
Coca Cola CO

Consumer Defensive
11.7K
+ 11.23%
$61.74 - $71.71 $723K - $839K
116K $7.22M
PEP
Pepsico Inc

Consumer Defensive
4.45K
+ 8.17%
$151.29 - $176.1 $674K - $784K
59K $8.97M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
7.33K
+ 4.13%
$32.68 - $36.28 $240K - $266K
185K $6.04M
SCHO
Schwab Short Term Us Treasury

ETFs
5.93K
+ 31.79%
$24.06 - $48.88 $143K - $290K
24.6K $591K
XLRE
Select Sector Spdr Tr Real Est

ETFs
173
+ 0.19%
$40.06 - $45.21 $6.93K - $7.82K
91.5K $3.72M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.17K
+ 5.59%
$68.62 - $82.57 $149K - $179K
41K $2.81M
LEN
Lennar Corp

Consumer Cyclical
61
+ 0.7%
$136.2 - $188.96 $8.31K - $11.5K
8.73K $1.19M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.05K
+ 0.19%
$51.54 - $52.55 $53.9K - $54.9K
543K $28.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
744
+ 0.55%
$44.04 - $49.49 $32.8K - $36.8K
136K $6.01M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
5.63K
+ 3.04%
$28.69 - $32.86 $161K - $185K
191K $5.47M
AVEM
American Centy ETF Tr Avantis

ETFs
9.91K
+ 4.95%
$58.59 - $66.14 $581K - $655K
210K $12.4M
NVO
Novo Nordisk A S

Healthcare
6.51K
+ 18.17%
$85.0 - $120.04 $553K - $782K
42.3K $3.64M
STE
Steris PLC

Healthcare
704
+ 3.24%
$204.34 - $235.7 $144K - $166K
22.4K $4.61M
VEA
Vanguard Ftse Developed Market

ETFs
6.07K
+ 3.16%
$47.57 - $52.44 $289K - $318K
198K $9.48M
AVAV
Aero Vironment Inc

Industrials
109
+ 0.74%
$153.72 - $235.17 $16.8K - $25.6K
14.9K $2.29M
VT
Vanguard Total World Stk Index

ETFs
3.49K
+ 0.72%
$117.09 - $123.07 $409K - $430K
491K $57.7M
CI
Cigna Corp

Healthcare
56
+ 0.54%
$265.59 - $358.58 $14.9K - $20.1K
10.5K $2.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.76K
+ 0.95%
$80.93 - $85.66 $385K - $407K
503K $40.7M
ELV
Elevance Health, Inc.

Healthcare
795
+ 11.31%
$365.96 - $514.62 $291K - $409K
7.82K $2.89M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39.7K
+ 4.23%
$26.16 - $28.82 $1.04M - $1.14M
979K $25.7M
UNH
Unitedhealth Group Inc

Healthcare
3.06K
+ 10.11%
$485.52 - $625.25 $1.48M - $1.91M
33.3K $16.8M
EXAS
Exact Sciences Corp

Healthcare
994
+ 1.0%
$49.33 - $71.97 $49K - $71.5K
101K $5.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.0%
$71.75 - $75.11 $144 - $150
356K $25.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
268
+ 1.98%
$501.29 - $612.85 $134K - $164K
13.8K $7.17M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
19.8K
+ 4.16%
$35.09 - $39.06 $694K - $773K
495K $17.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
466K
+ 188.86%
$26.93 - $84.95 $12.5M - $39.6M
712K $19.5M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
30.7K
+ 2.31%
$30.48 - $34.2 $936K - $1.05M
1.36M $41.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
655K
+ 172.75%
$27.54 - $83.04 $18M - $54.4M
1.03M $28.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
186K
+ 66.72%
$18.41 - $40.87 $3.42M - $7.59M
464K $8.59M
MBB
Ishares Tr

ETFs
41.7K
+ 2.54%
$91.26 - $95.82 $3.81M - $4M
1.68M $154M
DFAI
Dimensional ETF Tr

ETFs
101K
+ 4.17%
$29.0 - $31.6 $2.94M - $3.2M
2.53M $73.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
114K
+ 5.07%
$26.05 - $29.17 $2.96M - $3.31M
2.35M $61.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
971K
+ 177.21%
$25.79 - $80.4 $25M - $78.1M
1.52M $39.6M
IEFA
Ishares Tr

ETFs
12.2K
+ 1.58%
$70.06 - $77.43 $852K - $942K
781K $54.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.57K
+ 0.2%
$55.45 - $61.08 $143K - $157K
1.28M $71M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.14M
+ 141.61%
$22.4 - $68.28 $25.5M - $77.6M
1.94M $45M
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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