Resources Investment Advisors, Llc. Reduced Holdings in Q4 2024

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-824K
- 9.65%
$45.07 - $47.1 $37.1M - $38.8M
7.72M $349M
EFV
Msci Eafe Value ETF

ETFs
-183K
- 7.08%
$51.78 - $57.15 $9.47M - $10.5M
2.4M $126M
CVS
Cvs Health Corp

Healthcare
-176K
- 30.61%
$43.78 - $67.46 $7.72M - $11.9M
399K $17.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-282K
- 37.29%
$50.37 - $50.63 $14.2M - $14.3M
474K $23.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-158K
- 66.99%
$50.62 - $50.97 $8.02M - $8.07M
78.1K $3.96M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-229K
- 17.84%
$24.94 - $26.14 $5.71M - $5.98M
1.05M $26.3M
MSFT
Microsoft Corp

Technology
-11K
- 4.09%
$406.35 - $454.46 $4.46M - $4.99M
258K $109M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-30.6K
- 2.84%
$176.42 - $186.91 $5.4M - $5.72M
1.05M $186M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-84.2K
- 65.6%
$74.5 - $78.37 $6.27M - $6.6M
44.1K $3.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-80.9K
- 22.23%
$57.29 - $63.1 $4.63M - $5.1M
283K $16.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-99.2K
- 15.22%
$94.43 - $105.47 $9.37M - $10.5M
553K $56.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-72.6K
- 9.82%
N/A
667K $57.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-121K
- 25.33%
$44.33 - $49.55 $5.36M - $5.99M
356K $16M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-135K
- 83.21%
$39.04 - $40.41 $5.28M - $5.47M
27.3K $1.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-237K
- 62.91%
$20.6 - $20.71 $4.87M - $4.9M
139K $2.88M
LLY
Eli Lilly & CO

Healthcare
-3.71K
- 23.03%
$727.2 - $932.06 $2.7M - $3.45M
12.4K $9.56M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-397K
- 85.58%
$10.7 - $11.74 $4.24M - $4.66M
66.8K $722K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-120K
- 9.15%
$33.62 - $35.69 $4.02M - $4.27M
1.19M $40.2M
CNI
Canadian National Railway CO

Industrials
-36.2K
- 92.87%
$100.62 - $117.12 $3.64M - $4.23M
2.77K $281K
META
Meta Platforms, Inc.

Communication Services
-8.19K
- 18.89%
$554.08 - $632.68 $4.54M - $5.18M
35.2K $20.7M
WFC
Wells Fargo & Company

Financial Services
-83.6K
- 52.33%
$54.98 - $77.35 $4.59M - $6.46M
76.1K $5.35M
AMD
Advanced Micro Devices Inc

Technology
-1.87K
- 2.37%
$118.88 - $172.8 $223K - $324K
77.2K $9.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.85K
- 0.86%
$189.5 - $206.17 $729K - $794K
442K $84.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-56.9K
- 7.96%
$148.14 - $166.23 $8.43M - $9.46M
657K $105M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-17.2K
- 34.43%
$185.87 - $204.12 $3.2M - $3.51M
32.7K $6.16M
V
Visa Inc.

Financial Services
-18.7K
- 29.18%
$273.87 - $320.91 $5.12M - $6M
45.4K $14.3M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-167K
- 74.24%
$19.38 - $19.58 $3.23M - $3.27M
57.9K $1.12M
XOM
Exxon Mobil Corp

Energy
-16.4K
- 10.58%
$105.51 - $125.37 $1.73M - $2.05M
139K $14.9M
MUB
Ishares National Muni Bond ETF

ETFs
-12.8K
- 1.58%
$105.78 - $108.7 $1.35M - $1.39M
798K $85M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-120K
- 69.55%
$25.0 - $25.11 $3M - $3.02M
52.6K $1.32M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-36.4K
- 8.19%
$76.72 - $82.83 $2.79M - $3.01M
408K $31.5M
MCO
Moodys Corp

Financial Services
-6.1K
- 71.76%
$454.04 - $500.88 $2.77M - $3.06M
2.4K $1.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-28.2K
- 65.12%
$100.16 - $100.7 $2.82M - $2.84M
15.1K $1.51M
IEMG
Ishares Inc

ETFs
-52.1K
- 14.64%
N/A
304K $16.3M
MRK
Merck & Co., Inc.

Healthcare
-15.5K
- 20.26%
$96.31 - $114.76 $1.49M - $1.77M
60.8K $6.05M
IYH
Ishares Tr

ETFs
-21.8K
- 11.15%
$57.53 - $65.24 $1.25M - $1.42M
174K $10.1M
UBER
Uber Technologies, Inc

Technology
-27.2K
- 51.98%
$59.93 - $86.34 $1.63M - $2.35M
25.1K $1.52M
DFAX
Dimensional ETF Tr
-16.5K
- 1.78%
$24.76 - $27.04 $408K - $446K
909K $22.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18K
- 6.02%
$88.59 - $94.57 $1.59M - $1.7M
281K $24.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.36K
- 7.95%
$567.81 - $607.81 $3.05M - $3.26M
62.1K $36.4M
ROBO
Robo Global Robotics And Autom

ETFs
-39.1K
- 31.15%
$55.06 - $58.6 $2.15M - $2.29M
86.4K $4.86M
QCOM
Qualcomm Inc

Technology
-3.54K
- 3.5%
$150.4 - $178.04 $532K - $630K
97.5K $15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.9K
- 8.44%
$113.92 - $127.38 $1.82M - $2.03M
173K $19.9M
JNJ
Johnson & Johnson

Healthcare
-3.74K
- 4.14%
$143.34 - $165.86 $535K - $619K
86.5K $12.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18.9K
- 15.15%
$124.61 - $133.96 $2.35M - $2.53M
106K $13.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.45K
- 5.61%
$174.22 - $187.62 $1.47M - $1.58M
142K $24.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
-13.6K
- 65.11%
$138.59 - $156.61 $1.89M - $2.14M
7.31K $1.11M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-6.01K
- 4.02%
$184.21 - $199.29 $1.11M - $1.2M
143K $26.5M
EMB
Ishares Tr

ETFs
-4.22K
- 1.19%
$88.94 - $93.46 $375K - $394K
350K $31.2M
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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