Resources Investment Advisors, Llc. Purchases in Q2 2025

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.6K
+ 9.01%
$50.36 - $50.68 $837K - $843K
201K $10.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.79K
+ 1.67%
$116.93 - $119.39 $560K - $572K
292K $34.7M
VGT
Vanguard Information Technolog

ETFs
699
+ 22.37%
$470.37 - $663.28 $329K - $464K
3.82K $2.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16K
+ 60.71%
$50.52 - $50.92 $809K - $816K
42.4K $2.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.6K
+ 69.52%
$45.98 - $56.15 $578K - $706K
30.6K $1.72M
INTU
Intuit Inc

Technology
336
+ 11.24%
$544.07 - $787.63 $183K - $265K
3.33K $2.62M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.3K
+ 26.41%
$28.15 - $47.93 $205K - $350K
34.9K $1.67M
COF
Capital One Financial Corp

Financial Services
2.96K
+ 68.95%
$150.57 - $212.76 $445K - $629K
7.24K $1.54M
SII
Sprott Inc.

Financial Services
73
+ 0.23%
$39.51 - $69.09 $2.88K - $5.04K
31.5K $2.17M
RDVY
First Trust Rising Dividend Ac

ETFs
6.04K
+ 7.36%
$51.6 - $62.74 $312K - $379K
88.1K $5.52M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
517
+ 10.31%
$177.93 - $313.14 $92K - $162K
5.53K $1.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.02K
+ 5.08%
$74.88 - $91.97 $226K - $278K
62.5K $5.75M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.49K
+ 0.78%
$24.21 - $29.47 $84.5K - $103K
453K $13.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.27K
+ 6.35%
$166.82 - $194.23 $379K - $441K
38.1K $7.39M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
678
+ 0.34%
$26.33 - $33.39 $17.9K - $22.6K
201K $6.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.02K
+ 1.54%
$39.89 - $49.46 $80.6K - $100K
134K $6.61M
SBUX
Starbucks Corp

Consumer Cyclical
9.87K
+ 24.58%
$79.69 - $99.41 $787K - $981K
50K $4.58M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
13.7K
New
$41.3 - $47.0 $564K - $642K
13.7K $641K
ETN
Eaton Corp PLC

Industrials
156
+ 2.28%
$246.52 - $356.99 $38.5K - $55.7K
6.99K $2.49M
PM
Philip Morris International Inc.

Consumer Defensive
236
+ 0.95%
$149.23 - $184.95 $35.2K - $43.6K
25.1K $4.57M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.87K
+ 194.5%
$139.8 - $197.22 $401K - $565K
4.34K $855K
AMAT
Applied Materials Inc

Technology
1.02K
+ 9.29%
$126.95 - $183.52 $129K - $186K
11.9K $2.19M
HOOD
Robinhood Markets, Inc.

Technology
952
+ 9.72%
$34.17 - $93.63 $32.5K - $89.1K
10.7K $1.01M
EVRG
Evergy, Inc.

Utilities
8.67K
+ 243.13%
$64.06 - $69.64 $555K - $603K
12.2K $842K
ABNB
Airbnb, Inc.

Consumer Cyclical
4.38K
New
$105.69 - $140.64 $463K - $616K
4.38K $579K
ILCV
Ishares Morningstar Value ETF

ETFs
6.67K
+ 64.74%
$72.16 - $83.39 $481K - $556K
17K $1.41M
VOX
Vanguard Communication Service

ETFs
3.36K
New
$133.12 - $171.03 $448K - $575K
3.36K $575K
ADMA
Adma Biologics, Inc.

Healthcare
31.3K
New
$17.6 - $24.51 $550K - $766K
31.3K $569K
COIN
Coinbase Global, Inc.

Technology
331
+ 13.3%
$151.47 - $375.07 $50.1K - $124K
2.82K $988K
KORP
American Centy ETF Tr Diversif

ETFs
11.9K
New
$45.37 - $47.07 $538K - $558K
11.9K $557K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.19K
+ 8.3%
$32.66 - $40.75 $202K - $252K
80.8K $3.27M
RJF
Raymond James Financial Inc

Financial Services
54
+ 0.14%
$123.65 - $153.88 $6.68K - $8.31K
37.9K $5.81M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.49K
+ 29.9%
$59.98 - $74.92 $329K - $411K
23.8K $1.78M
VV
Vanguard Large Cap ETF

ETFs
1.46K
+ 35.03%
$228.25 - $285.3 $332K - $415K
5.61K $1.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.3K
+ 5.44%
$72.96 - $90.39 $168K - $208K
44.5K $3.98M
UPST
Upstart Holdings, Inc.

Financial Services
8.03K
New
$34.8 - $64.85 $280K - $521K
8.03K $519K
VRT
Vertiv Holdings CO

Industrials
5.73K
+ 9.25%
N/A
67.7K $5.87M
NET
Cloudflare, Inc.

Technology
707
+ 16.44%
$97.08 - $195.83 $68.6K - $138K
5.01K $980K
C
Citigroup Inc

Financial Services
72
+ 0.21%
$58.13 - $85.12 $4.19K - $6.13K
34.5K $2.94M
VIG
Vanguard Dividend Appreciation

ETFs
2.68K
+ 2.64%
N/A
104K $19M
FDS
Factset Research Systems Inc

Financial Services
1.15K
+ 30.83%
$398.85 - $473.32 $460K - $546K
4.89K $2.19M
TMDX
Trans Medics Group, Inc.

Healthcare
570
+ 9.52%
$67.67 - $143.04 $38.6K - $81.5K
6.56K $878K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.76K
+ 11.12%
$46.41 - $47.7 $453K - $466K
97.5K $4.64M
HEZU
Ishares Currency Hedged Msci E

ETFs
11.5K
New
$34.68 - $41.63 $398K - $477K
11.5K $470K
UBER
Uber Technologies, Inc

Technology
95
+ 0.42%
$64.62 - $93.3 $6.14K - $8.86K
22.5K $2.1M
ROK
Rockwell Automation, Inc

Industrials
453
+ 10.85%
$218.97 - $332.17 $99.2K - $150K
4.63K $1.54M
VST
Vistra Corp.

Utilities
272
+ 5.28%
$98.07 - $195.04 $26.7K - $53.1K
5.43K $1.05M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.37K
+ 134.28%
$134.25 - $172.52 $318K - $409K
4.14K $713K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
439
+ 0.56%
$54.81 - $67.78 $24.1K - $29.8K
78.8K $5.34M
Activity Summary
Buys All Purchases 698 New Holdings 129 Increased Positions 569 Sells All Sells 687 Reductions 687 Sold out 0 Options Calls 1 Puts 0
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