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
JPIB
Jpmorgan International Bond Op

ETFs
-232
- 3.04%
$47.26 - $48.47 $11K - $11.2K
7.39K $349K
TDIV
First Trust Nasdaq Technology

ETFs
-68
- 0.76%
$78.03 - $82.13 $5.31K - $5.58K
8.87K $696K
AWR
American States Water CO

Utilities
-45
- 1.39%
$77.72 - $87.27 $3.5K - $3.93K
3.2K $248K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-452
- 14.09%
$61.21 - $76.19 $27.7K - $34.4K
2.76K $206K
FIX
Comfort Systems Usa Inc

Industrials
-196
- 10.25%
$370.68 - $504.12 $72.7K - $98.8K
1.72K $727K
MO
Altria Group, Inc.

Consumer Defensive
-1.67K
- 3.01%
$49.06 - $57.74 $81.8K - $96.3K
53.7K $2.81M
OVV
Ovintiv Inc.

Energy
-712
- 11.83%
$37.74 - $46.71 $26.9K - $33.3K
5.31K $214K
HSIC
Henry Schein Inc

Healthcare
-2
- 0.05%
$66.54 - $77.66 $133 - $155
4.01K $277K
SPG
Simon Property Group Inc

Real Estate
-195
- 3.0%
$167.23 - $183.84 $32.6K - $35.8K
6.31K $1.09M
FEX
First Tr Large Cap Core Alphde

ETFs
-133
- 2.12%
$103.29 - $112.88 $13.7K - $15K
6.14K $640K
FITB
Fifth Third Bancorp

Financial Services
-26
- 0.13%
$41.76 - $48.44 $1.09K - $1.26K
20.5K $865K
FCTR
First Tr Exchange Traded Fd

ETFs
-938
- 8.74%
$30.91 - $35.25 $29K - $33.1K
9.79K $322K
KOMP
Spdr S&P Kensho New Economies

ETFs
-546
- 4.91%
$48.59 - $54.76 $26.5K - $29.9K
10.6K $537K
TYL
Tyler Technologies Inc

Technology
-9
- 1.43%
$576.64 - $635.69 $5.19K - $5.72K
619 $356K
SAND
Sandstorm Gold LTD

Basic Materials
-200
- 0.99%
$5.36 - $6.48 $1.07K - $1.3K
20.1K $111K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-3.7K
- 23.97%
$1.07 - $1.47 $3.96K - $5.44K
11.7K $12K
CW
Curtiss Wright Corp

Industrials
-111
- 9.55%
$335.08 - $389.49 $37.2K - $43.2K
1.05K $372K
ATO
Atmos Energy Corp

Utilities
-71
- 3.08%
$136.41 - $151.43 $9.69K - $10.8K
2.24K $311K
DOX
Amdocs LTD

Technology
-42
- 1.65%
$82.94 - $92.86 $3.48K - $3.9K
2.51K $213K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-397
- 3.56%
$20.98 - $21.19 $8.33K - $8.41K
10.8K $226K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-161
- 4.93%
$76.21 - $82.24 $12.3K - $13.2K
3.1K $241K
FSIG
First Tr ETF Iv LTD Duration I
-29
- 0.16%
$18.8 - $19.23 $545 - $558
17.8K $336K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-23
- 1.41%
$417.69 - $450.94 $9.61K - $10.4K
1.61K $685K
DX
Dynex Capital Inc

Real Estate
-250
- 0.94%
$12.07 - $12.72 $3.02K - $3.18K
26.3K $332K
BSX
Boston Scientific Corp

Healthcare
-705
- 6.93%
$83.62 - $91.5 $59K - $64.5K
9.47K $846K
CFG
Citizens Financial Group Inc

Financial Services
-473
- 8.38%
$39.92 - $48.46 $18.9K - $22.9K
5.17K $226K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-69
- 0.83%
$50.53 - $55.55 $3.49K - $3.83K
8.24K $420K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-118
- 11.81%
$338.38 - $446.21 $39.9K - $52.7K
881 $383K
JKHY
Henry Jack & Associates Inc

Technology
-16
- 0.79%
$171.12 - $186.18 $2.74K - $2.98K
2.02K $354K
LII
Lennox International Inc

Industrials
-14
- 2.2%
$589.36 - $678.43 $8.25K - $9.5K
621 $378K
AKAM
Akamai Technologies Inc

Technology
-63
- 2.71%
N/A
2.26K $205K
AINV
Apollo Investment Corp

Financial Services
-381
- 1.19%
N/A
31.6K $350K
ADSK
Autodesk, Inc.

Technology
-16
- 0.3%
N/A
5.38K $1.32M
EVRG
Evergy, Inc.

Utilities
-19
- 0.31%
$59.06 - $65.0 $1.12K - $1.24K
6.15K $378K
FSS
Federal Signal Corp

Industrials
-11
- 0.38%
$81.56 - $99.7 $897 - $1.1K
2.91K $269K
AMP
Ameriprise Financial Inc

Financial Services
-420
- 11.96%
$473.15 - $574.01 $199K - $241K
3.09K $1.65M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-12
- 0.29%
$123.69 - $133.68 $1.48K - $1.6K
4.09K $510K
PH
Parker Hannifin Corp

Industrials
-59
- 0.73%
$621.74 - $709.46 $36.7K - $41.9K
8.04K $5.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-62
- 1.6%
$278.19 - $315.36 $17.2K - $19.6K
3.81K $1.1M
K
Kellogg CO

Consumer Defensive
-52
- 1.5%
$80.34 - $81.29 $4.18K - $4.23K
3.43K $277K
PLUG
Plug Power Inc

Industrials
-400
- 2.71%
$1.87 - $2.67 $748 - $1.07K
14.4K $30K
PARA
Paramount Global

Communication Services
-103
- 0.81%
$10.27 - $11.57 $1.06K - $1.19K
12.6K $131K
VEEV
Veeva Systems Inc

Healthcare
-16
- 0.84%
$201.81 - $250.45 $3.23K - $4.01K
1.89K $398K
KEY
Keycorp

Financial Services
-459
- 2.74%
$16.21 - $19.97 $7.44K - $9.17K
16.3K $279K
KGC
Kinross Gold Corp

Basic Materials
-28
- 0.28%
$9.03 - $10.75 $253 - $301
10K $92K
AEE
Ameren Corp

Utilities
-149
- 1.94%
$85.81 - $94.98 $12.8K - $14.2K
7.54K $671K
GDDY
Go Daddy Inc.

Technology
-363
- 20.87%
$153.16 - $209.03 $55.6K - $75.9K
1.38K $271K
HXL
Hexcel Corp

Industrials
-76
- 1.72%
$58.56 - $65.31 $4.45K - $4.96K
4.34K $272K
Dimensional ETF Trust
-117K
- 9.84%
N/A
1.07M $0
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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