Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024

Resources Investment Advisors, Llc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.28 Billion distributed in 1394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $522M, Ishares Core Total Usd Bond Ma with a value of $349M, Schwab Strategic Tr Us Large C with a value of $229M, Ishares Msci Usa Quality Facto with a value of $186M, and Blackrock ETF Tr U S Equity Fa with a value of $186M.

Examining the 13F form we can see an decrease of $146M in the current position value, from $8.43B to 8.28B.

Resources Investment Advisors, Llc. is based out at Overland Park, KS

Below you can find more details about Resources Investment Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $8.28 Billion
ETFs: $6.52 Billion
Technology: $541 Million
Financial Services: $244 Million
Healthcare: $194 Million
Consumer Cyclical: $191 Million
Industrials: $185 Million
Communication Services: $125 Million
Consumer Defensive: $109 Million
Other: $122 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.8B
$383,000 0.0% of portfolio
881
Q4 2024 Reduced 11.81%
$30.7B
$252,000 0.0% of portfolio
2,605
Q4 2024 Reduced 48.71%
$31.5B
$398,000 0.0% of portfolio
1,893
Q4 2024 Reduced 0.84%
$27.7B
$298,000 0.0% of portfolio
5,064
Q4 2024 Reduced 0.12%
$25.2B
$265,000 0.0% of portfolio
1,281
Q4 2024 Reduced 7.58%
$55.6B
$405,000 0.0% of portfolio
2,944
Q4 2024 Added 4.81%
$32.9B
$362,000 0.0% of portfolio
1,409
Q4 2024 Reduced 8.86%
$33.7B
$224,000 0.0% of portfolio
1,184
Q4 2024 Reduced 0.75%
$22.6B
$325,000 0.0% of portfolio
877
Q4 2024 Added 3.06%
$31.1B
$218,000 0.0% of portfolio
3,880
Q4 2024 Reduced 10.62%
$13B
$381,000 0.0% of portfolio
2,059
Q4 2024 Reduced 66.61%
$23.6B
$292,000 0.0% of portfolio
2,521
Q4 2024 Reduced 10.28%
$13.5B
$348,000 0.0% of portfolio
4,710
Q4 2024 Reduced 20.67%

Summary

  • Portfolio
  • No. of Stocks 1,394
  • Current Value $8.28 Billion
  • Prior Value $8.43 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 117 stocks
  • Additional Purchases 532 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 691 stocks
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