Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $6.22 Billion
  • Q1 2024

Resources Investment Advisors, Llc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.22 Billion distributed in 1087 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 $438M, Ishares Core Total Usd Bond Ma with a value of $244M, Ishares Core S&P 500 ETF with a value of $157M, Vanguard Index Fds S&P 500 ETF with a value of $125M, and Ishares Tr with a value of $122M.

Examining the 13F form we can see an increase of $571M in the current position value, from $5.65B to 6.22B.

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 $6.22 Billion
ETFs: $4.85 Billion
Technology: $376 Million
Healthcare: $219 Million
Financial Services: $179 Million
Industrials: $145 Million
Consumer Cyclical: $145 Million
Communication Services: $91.9 Million
Consumer Defensive: $79.3 Million
Other: $91.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$438 Million 7.05% of portfolio
7,126,502
Q1 2024 Reduced 9.92%
$0
$244 Million 3.93% of portfolio
5,361,032
Q1 2024 Added 44.04%
$0
$157 Million 2.52% of portfolio
298,476
Q1 2024 Reduced 6.9%
$0
$125 Million 2.0% of portfolio
259,136
Q1 2024 Added 4.35%
$0
$122 Million 1.96% of portfolio
1,318,925
Q1 2024 Added 8.85%
$0
$122 Million 1.96% of portfolio
742,628
Q1 2024 Reduced 10.65%
$0
$113 Million 1.81% of portfolio
2,541,827
Q1 2024 Added 21,632.45%
$0
$113 Million 1.81% of portfolio
1,216,087
Q1 2024 Added 106.79%
$3.09T
$94.1 Million 1.51% of portfolio
548,627
Q1 2024 Added 3.29%
$3.09T
$92.4 Million 1.48% of portfolio
219,508
Q1 2024 Added 2.33%
$0
$83.2 Million 1.34% of portfolio
1,768,917
Q1 2024 Added 39.55%
$0
$78.7 Million 1.26% of portfolio
1,876,728
Q1 2024 Added 36.46%
$0
$78.2 Million 1.26% of portfolio
753,197
Q1 2024 Added 2.0%
$0
$77 Million 1.24% of portfolio
2,411,118
Q1 2024 Added 3.38%
$0
$77.1 Million 1.24% of portfolio
1,676,446
Q1 2024 Reduced 9.43%
$0
$76.2 Million 1.23% of portfolio
1,401,514
Q1 2024 Reduced 17.99%
$0
$71.4 Million 1.15% of portfolio
794,349
Q1 2024 Reduced 7.85%
$0
$68.4 Million 1.1% of portfolio
658,820
Q1 2024 Added 4.96%
$0
$67.3 Million 1.08% of portfolio
498,598
Q1 2024 Added 16.39%
$0
$67.1 Million 1.08% of portfolio
1,326,681
Q1 2024 Added 18.24%
$0
$64.7 Million 1.04% of portfolio
722,556
Q1 2024 Added 2.43%
$0
$61.5 Million 0.99% of portfolio
329,331
Q1 2024 Added 267.98%
$0
$60.3 Million 0.97% of portfolio
713,891
Q1 2024 Reduced 32.68%
$0
$59.1 Million 0.95% of portfolio
1,955,812
Q1 2024 Added 41.3%
$1.8T
$57.4 Million 0.92% of portfolio
318,038
Q1 2024 Added 1.28%
$0
$52.7 Million 0.85% of portfolio
710,061
Q1 2024 Added 4.23%
$0
$52.8 Million 0.85% of portfolio
478,057
Q1 2024 Added 292.4%
$0
$51.6 Million 0.83% of portfolio
561,251
Q1 2024 Added 8.81%
$78.2B
$47.2 Million 0.76% of portfolio
591,298
Q1 2024 Added 1.82%
$0
$46.5 Million 0.75% of portfolio
612,654
Q1 2024 Reduced 3.6%
$0
$44.8 Million 0.72% of portfolio
1,602,578
Q1 2024 Reduced 8.22%
$0
$44.9 Million 0.72% of portfolio
172,591
Q1 2024 Added 12.36%
$0
$43.5 Million 0.7% of portfolio
1,377,498
Q1 2024 Added 26.35%
$1.03T
$40.4 Million 0.65% of portfolio
267,387
Q1 2024 Added 2.82%
$0
$39.7 Million 0.64% of portfolio
623,491
Q1 2024 Reduced 2.52%
$0
$37.9 Million 0.61% of portfolio
497,105
Q1 2024 Added 4.23%
$0
$36.5 Million 0.59% of portfolio
633,252
Q1 2024 Added 120.29%
$0
$37 Million 0.59% of portfolio
606,524
Q1 2024 Reduced 5.56%
$0
$35.7 Million 0.57% of portfolio
490,125
Q1 2024 Reduced 15.02%
$0
$35 Million 0.56% of portfolio
957,204
Q1 2024 Added 106.01%
$0
$32.9 Million 0.53% of portfolio
403,977
Q1 2024 Reduced 7.5%
$0
$29.8 Million 0.48% of portfolio
120,528
Q1 2024 Reduced 48.25%
$0
$29.9 Million 0.48% of portfolio
305,531
Q1 2024 Added 64.99%
$2.73T
$29.7 Million 0.48% of portfolio
32,839
Q1 2024 Reduced 22.37%
$0
$29.8 Million 0.48% of portfolio
704,799
Q1 2024 Reduced 0.29%
$0
$29.3 Million 0.47% of portfolio
841,310
Q1 2024 Added 10,833.2%
$594B
$28.7 Million 0.46% of portfolio
143,170
Q1 2024 Reduced 4.88%
$0
$28.6 Million 0.46% of portfolio
54,627
Q1 2024 Added 0.22%
$0
$27.3 Million 0.44% of portfolio
867,697
Q1 2024 Added 4.4%

Summary

  • Portfolio
  • No. of Stocks 1,087
  • Current Value $6.22 Billion
  • Prior Value $5.65 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 72 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 442 stocks
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