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
SHV
Ishares Tr

ETFs
-4.8K
- 15.39%
$109.92 - $110.57 $528K - $531K
26.4K $2.91M
MLN
Vaneck Long Muni ETF

ETFs
-24.3K
- 10.06%
$17.61 - $18.29 $427K - $444K
217K $3.88M
IFRA
Ishares Tr

ETFs
-6.44K
- 1.88%
$45.94 - $51.71 $296K - $333K
337K $15.6M
F
Ford Motor CO

Consumer Cyclical
-40.1K
- 20.84%
$9.69 - $11.4 $388K - $457K
152K $1.51M
AMT
American Tower Corp

Real Estate
-296
- 3.14%
$179.4 - $232.01 $53.1K - $68.7K
9.13K $1.67M
PEG
Public Service Enterprise Group Inc

Utilities
-5.01K
- 25.82%
$81.87 - $94.51 $410K - $473K
14.4K $1.21M
ADBE
Adobe Inc.

Technology
-159
- 2.65%
$437.39 - $552.96 $69.5K - $87.9K
5.84K $2.6M
SUB
Ishares Short Term National Mu

ETFs
-4.59K
- 14.2%
$104.94 - $106.2 $482K - $488K
27.8K $2.93M
VHT
Vanguard Health Care ETF

ETFs
-733
- 6.63%
$250.81 - $283.3 $184K - $208K
10.3K $2.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.7K
- 8.64%
$126.68 - $134.74 $468K - $498K
39.1K $4.99M
NVS
Novartis Ag

Healthcare
-3.18K
- 31.3%
$96.78 - $117.18 $307K - $372K
6.97K $678K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-909
- 1.77%
$75.1 - $82.99 $68.3K - $75.4K
50.5K $3.82M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-34.9K
- 19.11%
$8.85 - $11.25 $309K - $392K
148K $1.31M
DHI
Horton D R Inc

Consumer Cyclical
-469
- 5.85%
$137.24 - $194.56 $64.4K - $91.2K
7.55K $1.06M
BAX
Baxter International Inc

Healthcare
-10.7K
- 57.79%
$28.63 - $37.84 $305K - $403K
7.79K $227K
COP
Conocophillips

Energy
-258
- 0.35%
$95.12 - $114.72 $24.5K - $29.6K
72.8K $7.22M
MU
Micron Technology Inc

Technology
-244
- 1.06%
$84.16 - $113.41 $20.5K - $27.7K
22.7K $1.91M
IXUS
Ishares Tr

ETFs
-2.74K
- 6.27%
$65.95 - $72.56 $181K - $199K
41K $2.71M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-9.03K
- 22.49%
$42.79 - $44.9 $387K - $406K
31.1K $1.34M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-10.4K
- 57.89%
$33.77 - $44.09 $351K - $459K
7.57K $256K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-13.3K
- 9.33%
$25.17 - $26.23 $334K - $348K
129K $3.25M
BP
Bp PLC

Energy
-14.1K
- 64.77%
$28.16 - $33.14 $397K - $467K
7.66K $226K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-6.29K
- 17.6%
$40.0 - $52.93 $252K - $333K
29.4K $1.19M
DEO
Diageo PLC

Consumer Defensive
-786
- 3.01%
$118.0 - $139.88 $92.7K - $110K
25.3K $3.22M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-8.49K
- 8.6%
$26.16 - $29.13 $222K - $247K
90.2K $2.36M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-10.6K
- 22.57%
$41.66 - $43.47 $443K - $463K
36.5K $1.56M
BBAX
J P Morgan Betabuilders Develo

ETFs
-6.64K
- 34.54%
$48.75 - $54.36 $324K - $361K
12.6K $613K
MMM
3 M CO

Industrials
-1.96K
- 8.73%
$124.74 - $137.12 $244K - $268K
20.4K $2.64M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.12K
- 3.74%
$104.01 - $115.38 $221K - $245K
54.6K $5.77M
IEF
Ishares Barclays

ETFs
-1.17K
- 2.15%
$92.08 - $98.18 $107K - $115K
53K $4.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8.1K
- 20.3%
$47.26 - $48.18 $383K - $390K
31.8K $1.51M
RMD
Resmed Inc

Healthcare
-1.64K
- 64.03%
$228.69 - $256.07 $375K - $419K
920 $210K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.3K
- 24.29%
$22.39 - $23.45 $364K - $381K
50.7K $1.16M
IBB
Ishares Biotechnology ETF

ETFs
-1.95K
- 18.03%
$131.21 - $148.85 $256K - $290K
8.86K $1.17M
SO
Southern CO

Utilities
-813
- 1.91%
$81.5 - $94.15 $66.3K - $76.5K
41.7K $3.44M
IWM
Ishares Russell 2000 ETF

ETFs
-1.82K
- 9.09%
$216.13 - $242.4 $393K - $441K
18.2K $4.02M
AZPN
Aspen Technology, Inc.

Technology
-1.69K
- 64.75%
$231.19 - $253.16 $391K - $428K
921 $229K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-1.95K
- 8.78%
$115.56 - $130.43 $225K - $254K
20.2K $2.34M
ZTS
Zoetis Inc.

Healthcare
-1.15K
- 18.33%
$162.24 - $194.42 $186K - $223K
5.1K $830K
VLO
Valero Energy Corp

Energy
-2.48K
- 37.11%
$118.59 - $144.02 $295K - $358K
4.21K $515K
IYC
Ishares U.S. Consumer Discreti

ETFs
-4.73K
- 57.8%
$85.96 - $101.28 $406K - $479K
3.45K $331K
RE
Everest Re Group LTD

Financial Services
-1.04K
- 8.17%
N/A
11.7K $4.33M
XLV
Select Sector Spdr Fund Health

ETFs
-1.35K
- 11.26%
$136.28 - $154.74 $185K - $210K
10.7K $1.47M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-15.6K
- 32.55%
$24.45 - $24.62 $382K - $384K
32.3K $792K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.87K
- 18.64%
$45.17 - $47.23 $310K - $324K
30K $1.36M
TGT
Target Corp

Consumer Defensive
-1.08K
- 9.63%
$121.59 - $160.69 $131K - $174K
10.1K $1.37M
MDT
Medtronic PLC

Healthcare
-2.61K
- 15.85%
$79.61 - $92.24 $208K - $241K
13.8K $1.11M
NOC
Northrop Grumman Corp

Industrials
-357
- 10.08%
$466.52 - $543.88 $167K - $194K
3.19K $1.49M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-44
- 4.37%
$701.85 - $1046.91 $30.9K - $46.1K
962 $685K
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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