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
GE
General Electric CO

Industrials
-4.7K
- 8.9%
$159.95 - $194.23 $751K - $912K
48.1K $8.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
-14.9K
- 17.29%
$106.33 - $110.69 $1.58M - $1.65M
71.3K $7.6M
IEV
Ishares Tr Europe ETF

ETFs
-17.5K
- 10.96%
$52.03 - $57.63 $910K - $1.01M
142K $7.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-37.1K
- 10.62%
$42.33 - $43.3 $1.57M - $1.61M
312K $13.3M
IXC
Ishares Tr Global Energy ETF

ETFs
-45.3K
- 78.07%
$36.95 - $43.06 $1.67M - $1.95M
12.7K $485K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10K
- 35.94%
$198.04 - $221.51 $1.99M - $2.22M
17.9K $3.77M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-50.9K
- 82.07%
$35.94 - $36.85 $1.83M - $1.87M
11.1K $408K
AZO
Autozone Inc

Consumer Cyclical
-562
- 83.51%
$2981.19 - $3370.27 $1.68M - $1.89M
111 $355K
NVDA
Nvidia Corp

Technology
-55.3K
- 12.51%
$117.0 - $148.88 $6.47M - $8.24M
387K $52M
LMT
Lockheed Martin Corp

Industrials
-820
- 6.46%
$479.66 - $614.62 $393K - $504K
11.9K $5.77M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-29.1K
- 33.71%
$53.38 - $60.64 $1.55M - $1.77M
57.3K $3.12M
OEF
Ishares S&P 100 ETF

ETFs
-5.96K
- 4.47%
N/A
127K $33.9M
MPC
Marathon Petroleum Corp

Energy
-7.71K
- 38.38%
$131.65 - $174.84 $1.02M - $1.35M
12.4K $1.73M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-44.9K
- 41.12%
$45.39 - $62.98 $2.04M - $2.83M
64.3K $3.65M
ACGL
Arch Capital Group Ltd.

Financial Services
-9.36K
- 30.37%
$88.71 - $114.86 $830K - $1.07M
21.5K $1.98M
MA
Mastercard Inc

Financial Services
-3.86K
- 21.97%
$491.3 - $536.15 $1.89M - $2.07M
13.7K $7.21M
GS
Goldman Sachs Group Inc

Financial Services
-3.51K
- 48.37%
$486.1 - $608.57 $1.7M - $2.13M
3.74K $2.14M
HD
Home Depot, Inc.

Consumer Cyclical
-2.25K
- 6.68%
$385.02 - $431.37 $865K - $969K
31.4K $12.2M
ABBV
Abb Vie Inc.

Healthcare
-1.86K
- 3.65%
$164.99 - $203.87 $307K - $380K
49.2K $8.74M
AMGN
Amgen Inc

Healthcare
-580
- 3.07%
$258.78 - $328.31 $150K - $190K
18.3K $4.77M
SLB
Schlumberger Limited

Energy
-30.2K
- 74.29%
$36.83 - $45.59 $1.11M - $1.38M
10.5K $401K
ASML
Asml Holding Nv

Technology
-392
- 5.58%
$658.43 - $872.27 $258K - $342K
6.63K $4.6M
VUG
Vanguard Growth ETF

ETFs
-6.84K
- 11.63%
$378.79 - $428.11 $2.59M - $2.93M
51.9K $21.3M
FTCS
First Trust Capital Strength E

ETFs
-11.3K
- 16.39%
$87.62 - $94.03 $990K - $1.06M
57.6K $5.06M
SPGI
S&P Global Inc.

Financial Services
-1.96K
- 17.76%
$480.36 - $529.17 $940K - $1.04M
9.06K $4.51M
VZ
Verizon Communications Inc

Communication Services
-11.2K
- 7.61%
$39.6 - $45.21 $444K - $507K
136K $5.45M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.32K
- 23.54%
$244.52 - $284.07 $812K - $944K
10.8K $2.66M
CMI
Cummins Inc

Industrials
-3.81K
- 47.31%
$324.93 - $383.42 $1.24M - $1.46M
4.25K $1.48M
IXN
Ishares Global Information Tec

ETFs
-14K
- 47.87%
$80.67 - $87.84 $1.13M - $1.23M
15.3K $1.3M
DESP
Despegar.Com, Corp.

Consumer Cyclical
-137K
- 60.93%
$12.33 - $19.46 $1.69M - $2.67M
88.1K $1.7M
PRVA
Privia Health Group, Inc.

Healthcare
-93.5K
- 17.33%
$16.82 - $22.8 $1.57M - $2.13M
446K $8.73M
RTX
Raytheon Technologies Corp

Industrials
-7.48K
- 18.73%
$114.45 - $127.21 $856K - $952K
32.5K $3.76M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.02K
- 25.32%
$1146.59 - $1270.6 $1.17M - $1.29M
3K $3.56M
CMCSA
Comcast Corp

Communication Services
-18.7K
- 22.24%
$37.39 - $45.14 $700K - $846K
65.5K $2.46M
YJUN
First Tr Exchange Traded Fd Vi
-45.2K
- 79.25%
$21.53 - $22.81 $973K - $1.03M
11.8K $255K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-2.41K
- 75.6%
$408.59 - $476.19 $985K - $1.15M
778 $326K
JHMM
John Hancock Multifactor Mid C

ETFs
-16.8K
- 37.79%
$59.61 - $64.8 $1M - $1.09M
27.7K $1.65M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-11.3K
- 11.84%
$100.38 - $107.86 $1.13M - $1.22M
84.1K $8.67M
ADI
Analog Devices Inc

Technology
-3.8K
- 34.43%
$206.35 - $236.48 $784K - $899K
7.24K $1.54M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-26.1K
- 26.76%
$40.18 - $41.59 $1.05M - $1.09M
71.5K $2.95M
ITA
Ishares Tr

ETFs
-6.46K
- 55.89%
$144.31 - $157.31 $932K - $1.02M
5.1K $740K
AMAT
Applied Materials Inc

Technology
-2.88K
- 21.77%
$161.44 - $213.89 $465K - $616K
10.3K $1.68M
GFF
Griffon Corp

Industrials
-14.1K
- 55.18%
$62.88 - $85.16 $888K - $1.2M
11.5K $817K
MCD
Mcdonalds Corp

Consumer Cyclical
-922
- 1.93%
$288.47 - $316.54 $266K - $292K
46.9K $13.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
-9.05K
- 12.13%
$55.1 - $61.74 $498K - $559K
65.6K $3.63M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-20.8K
- 32.71%
$47.71 - $49.76 $991K - $1.03M
42.7K $2.09M
VRT
Vertiv Holdings CO

Industrials
-11K
- 16.58%
N/A
55.5K $4.81M
SVOL
Simplify ETF Simplify Volatili

ETFs
-42.6K
- 81.29%
$20.4 - $21.93 $869K - $934K
9.8K $203K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-17.8K
- 22.61%
$49.74 - $50.43 $884K - $897K
60.9K $3.03M
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
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