Resources Investment Advisors, Llc. Purchases in Q4 2024

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UFPI
Ufp Industries Inc

Basic Materials
6.24K
New
$112.19 - $139.02 $701K - $868K
6.24K $703K
CMPO
Compo Secure, Inc.

Industrials
45.5K
New
$13.6 - $16.55 $618K - $752K
45.5K $696K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.9K
+ 93.4%
$82.28 - $117.52 $898K - $1.28M
22.6K $1.92M
AXON
Axon Enterprise, Inc.

Industrials
457
+ 22.26%
$399.22 - $689.78 $182K - $315K
2.51K $1.49M
DHR
Danaher Corp

Healthcare
5.33K
+ 46.64%
$226.16 - $274.52 $1.2M - $1.46M
16.7K $3.84M
FIS
Fidelity National Information Services, Inc.

Technology
8.6K
+ 70.27%
$80.14 - $90.95 $689K - $782K
20.8K $1.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.13K
+ 27.01%
$275.15 - $388.2 $311K - $439K
5.32K $1.82M
WDAY
Workday, Inc.

Technology
938
+ 3.24%
$233.85 - $279.91 $219K - $263K
29.9K $7.72M
RTO
Rentokil Initial PLC

Industrials
24.1K
+ 222.55%
$22.92 - $26.98 $552K - $650K
34.9K $884K
CLBT
Cellebrite Di Ltd.

Technology
27.9K
New
$16.52 - $22.52 $461K - $628K
27.9K $614K
UPS
United Parcel Service Inc

Industrials
6.89K
+ 26.29%
$122.65 - $138.35 $845K - $953K
33.1K $4.17M
CPNG
Coupang, Inc.

Consumer Cyclical
27.3K
New
$21.98 - $26.89 $599K - $733K
27.3K $599K
MLPX
Global X Mlp & Energy Infrastr

ETFs
9.9K
New
$54.89 - $64.32 $543K - $637K
9.9K $598K
SWI
Solar Winds Corp

Technology
42K
New
$12.42 - $14.84 $521K - $623K
42K $597K
SYY
Sysco Corp

Consumer Defensive
8.26K
+ 38.69%
$73.63 - $81.77 $608K - $676K
29.6K $2.26M
EFG
Msci Eafe Growth ETF

ETFs
146K
+ 11.66%
$96.83 - $106.88 $14.2M - $15.7M
1.4M $136M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
24.3K
+ 85.54%
$24.61 - $25.12 $598K - $611K
52.7K $1.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.1K
+ 135.26%
$50.67 - $50.9 $561K - $563K
19.2K $975K
WLY
John Wiley & Sons, Inc.

Communication Services
12.6K
New
$43.58 - $53.13 $549K - $669K
12.6K $552K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
17.5K
New
$30.04 - $32.01 $527K - $561K
17.5K $550K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.1K
+ 7.36%
$50.37 - $50.6 $610K - $613K
177K $8.89M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
8.03K
+ 41.25%
$70.12 - $75.48 $563K - $606K
27.5K $1.94M
CLVT
Clarivate PLC

Technology
154K
+ 121.19%
$4.33 - $6.83 $665K - $1.05M
280K $1.42M
ISRG
Intuitive Surgical Inc

Healthcare
118
+ 0.8%
$471.27 - $550.62 $55.6K - $65K
14.9K $7.8M
MNDY
Monday.Com Ltd.

Technology
2.17K
New
$224.69 - $324.31 $487K - $703K
2.17K $510K
MDXG
Mimedx Group, Inc.

Healthcare
53.1K
New
$5.51 - $9.75 $293K - $518K
53.1K $510K
AVSC
American Centy ETF Tr Avantis
8.23K
+ 4.43%
$52.7 - $59.57 $434K - $490K
194K $10.5M
POST
Post Holdings, Inc.

Consumer Defensive
4.53K
+ 48.68%
$106.14 - $120.72 $480K - $546K
13.8K $1.58M
APAM
Artisan Partners Asset Management Inc.

Financial Services
11.7K
New
$41.74 - $49.17 $488K - $575K
11.7K $503K
CSX
Csx Corp

Industrials
20.2K
+ 29.74%
$31.58 - $36.88 $639K - $746K
88.2K $2.85M
FOVL
Ishares Tr Focused Value Facto

ETFs
7.07K
New
$67.4 - $76.06 $476K - $537K
7.07K $494K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.25M
+ 196.41%
$22.01 - $66.82 $27.4M - $83.3M
1.88M $42.7M
GENI
Genius Sports LTD

Communication Services
56.1K
New
$6.74 - $10.04 $378K - $563K
56.1K $485K
MSTR
Microstrategy Inc

Technology
1.67K
New
$162.69 - $473.83 $272K - $791K
1.67K $483K
FMB
First Tr Exchange Traded Fd Ii

ETFs
17.2K
+ 4.1%
$50.62 - $52.07 $870K - $895K
436K $22.3M
WM
Waste Management Inc

Industrials
2.71K
+ 20.4%
$201.79 - $228.46 $546K - $618K
16K $3.22M
STLA
Stellantis N.V.

Consumer Cyclical
48K
+ 27.25%
$12.37 - $13.99 $593K - $671K
224K $2.92M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.35K
New
$107.98 - $143.92 $362K - $483K
3.35K $450K
MEAR
Blackrock Short Maturity Munic

ETFs
9.33K
+ 11.71%
$49.94 - $50.28 $466K - $469K
89K $4.45M
EMR
Emerson Electric CO

Industrials
533
+ 2.13%
$108.13 - $134.33 $57.6K - $71.6K
25.5K $3.17M
PGR
Progressive Corp

Financial Services
2.73K
+ 16.33%
$239.6 - $268.88 $655K - $735K
19.5K $4.66M
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 103.8%
$181.96 - $405.9 $2.68M - $5.98M
28.9K $5.26M
GCI
Gannett Co., Inc.

Communication Services
79.4K
New
$4.68 - $5.81 $371K - $461K
79.4K $401K
BDX
Becton Dickinson & CO

Healthcare
3.53K
+ 12.57%
$220.02 - $243.75 $778K - $861K
31.7K $7.18M
HEQT
Simplify Exchange Traded Fds H
13.5K
New
$28.73 - $30.22 $389K - $409K
13.5K $399K
NU
Nu Holdings Ltd.

Financial Services
46.8K
+ 176.94%
$10.24 - $15.89 $480K - $744K
73.3K $759K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.2K
+ 21.2%
$50.06 - $55.0 $663K - $728K
75.7K $3.8M
FVD
First Tr Value Line Divid Inde

ETFs
11.3K
+ 18.41%
$43.4 - $46.7 $490K - $527K
72.6K $3.17M
VB
Vanguard Small Cap ETF

ETFs
947
+ 2.0%
$233.76 - $261.58 $221K - $248K
48.2K $11.6M
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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