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
GBF
Ishares Tr

ETFs
-3.04K
- 2.26%
$101.93 - $106.84 $310K - $325K
132K $13.5M
INTC
Intel Corp

Technology
-30K
- 32.42%
$19.07 - $26.23 $573K - $788K
62.6K $1.26M
AGI
Alamos Gold Inc

Basic Materials
-32.1K
- 15.89%
$17.54 - $21.38 $563K - $686K
170K $3.13M
SBUX
Starbucks Corp

Consumer Cyclical
-6.18K
- 12.51%
$87.44 - $102.5 $540K - $633K
43.2K $3.94M
EXPD
Expeditors International Of Washington Inc

Industrials
-5.93K
- 65.89%
$110.5 - $128.26 $656K - $761K
3.07K $340K
IYK
Ishares U.S. Consumer Staples

ETFs
-11.2K
- 54.03%
$65.32 - $70.92 $731K - $793K
9.52K $624K
INTU
Intuit Inc

Technology
-1.39K
- 19.2%
$602.01 - $706.25 $839K - $985K
5.87K $3.69M
IXJ
Ishares Global Healthcare ETF

ETFs
-6.68K
- 33.93%
$85.65 - $98.34 $572K - $657K
13K $1.12M
GD
General Dynamics Corp

Industrials
-224
- 1.17%
$260.28 - $314.03 $58.3K - $70.3K
19K $5M
ORCL
Oracle Corp

Technology
-3.73K
- 8.02%
$165.41 - $192.43 $616K - $717K
42.7K $7.12M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.71K
- 34.21%
$208.94 - $264.22 $566K - $716K
5.21K $1.09M
FLJP
Franklin Templeton ETF Tr

ETFs
-23.2K
- 35.26%
$28.25 - $30.5 $654K - $707K
42.5K $1.22M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16.9K
- 37.66%
$38.37 - $42.82 $649K - $725K
28K $1.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-13K
- 51.72%
$59.74 - $60.03 $775K - $779K
12.1K $723K
PSX
Phillips 66

Energy
-2.07K
- 6.73%
$110.35 - $138.93 $229K - $288K
28.8K $3.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-13.7K
- 4.31%
$50.73 - $51.08 $695K - $699K
304K $15.5M
TAXF
American Centy ETF Tr Diversif

ETFs
-11K
- 7.92%
$49.94 - $51.44 $549K - $565K
128K $6.41M
VIG
Vanguard Dividend Appreciation

ETFs
-3.98K
- 3.67%
N/A
104K $19M
IYE
Ishares Tr

ETFs
-14.9K
- 30.53%
$43.93 - $51.37 $655K - $766K
33.9K $1.55M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-10.8K
- 26.6%
$42.32 - $55.35 $457K - $598K
29.8K $1.27M
CVX
Chevron Corp

Energy
-3.77K
- 5.87%
$141.15 - $162.53 $532K - $613K
60.4K $8.75M
NEE
Nextera Energy Inc

Utilities
-3.46K
- 10.12%
$69.77 - $85.43 $242K - $296K
30.7K $2.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-18.2K
- 23.79%
$26.63 - $30.23 $484K - $550K
58.3K $1.55M
XLE
Energy Sector Spdr

ETFs
-6.96K
- 18.9%
$83.32 - $97.27 $580K - $677K
29.9K $2.56M
EPI
Wisdomtree Tr India Earnings F

ETFs
-12.6K
- 67.65%
$45.09 - $50.08 $569K - $632K
6.04K $273K
AVRE
American Centy ETF Tr Avantis
-730
- 0.6%
$41.03 - $46.91 $30K - $34.2K
121K $5.08M
MNA
Iq Merger Arbitrage ETF

ETFs
-20.5K
- 16.85%
$32.6 - $33.04 $667K - $676K
101K $3.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5.23K
- 51.33%
$173.13 - $258.09 $906K - $1.35M
4.96K $1.14M
KLAC
Kla Corp

Technology
-235
- 6.72%
$614.46 - $829.55 $144K - $195K
3.26K $2.06M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-16.6K
- 66.75%
N/A
8.27K $323K
EXTR
Extreme Networks Inc

Technology
-45.9K
- 64.75%
$14.22 - $18.52 $652K - $849K
25K $418K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.48K
- 0.75%
$27.8 - $29.05 $96.7K - $101K
458K $12.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.88K
- 4.26%
$60.73 - $64.94 $418K - $446K
154K $9.47M
EME
Emcor Group, Inc.

Industrials
-1.76K
- 24.36%
$427.96 - $526.95 $755K - $930K
5.48K $2.49M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6.04K
- 26.97%
$100.24 - $101.35 $605K - $612K
16.3K $1.64M
CCL
Carnival Corp

Consumer Cyclical
-39K
- 71.58%
$17.34 - $26.8 $676K - $1.05M
15.5K $385K
FDX
Fedex Corp

Industrials
-2.36K
- 40.05%
$260.5 - $305.15 $616K - $721K
3.54K $995K
GTO
Invesco Actively Managed ETF T

ETFs
-12.3K
- 55.95%
$46.33 - $48.41 $570K - $595K
9.68K $449K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-9.74K
- 6.92%
N/A
131K $8.17M
HEFA
Ishares Currency Hedged Msci E

ETFs
-11.7K
- 4.0%
$34.42 - $35.88 $401K - $418K
280K $9.73M
IYF
Ishares Tr

ETFs
-11.6K
- 11.26%
$102.7 - $119.05 $1.19M - $1.38M
91.5K $10.1M
IQV
Iqvia Holdings Inc.

Healthcare
-59
- 0.41%
$190.97 - $236.63 $11.3K - $14K
14.4K $2.83M
DUK
Duke Energy Corp

Utilities
-1.93K
- 3.78%
$105.76 - $120.76 $204K - $233K
49.1K $5.29M
AXP
American Express CO

Financial Services
-4.12K
- 16.57%
$267.35 - $305.57 $1.1M - $1.26M
20.7K $6.16M
MTD
Mettler Toledo International Inc

Healthcare
-348
- 62.59%
$1160.67 - $1498.12 $404K - $521K
208 $254K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-4.41K
- 2.73%
$94.79 - $95.69 $418K - $422K
157K $14.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4.11K
- 66.61%
$129.13 - $198.21 $530K - $814K
2.06K $381K
MANH
Manhattan Associates Inc

Technology
-1.78K
- 28.37%
$263.36 - $309.78 $468K - $551K
4.49K $1.21M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-12.3K
- 62.72%
$44.57 - $46.43 $547K - $570K
7.3K $333K
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