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
USFR
Wisdomtree Floating Rate Treas

ETFs
8.73K
+ 91.8%
$50.28 - $50.47 $439K - $440K
18.2K $917K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.22K
New
$49.48 - $61.22 $357K - $442K
7.22K $439K
KKR
Kkr & Co. Inc.

Financial Services
1.44K
+ 10.45%
$92.79 - $134.29 $134K - $194K
15.2K $2.03M
AXON
Axon Enterprise, Inc.

Industrials
57
+ 4.46%
$497.13 - $827.94 $28.3K - $47.2K
1.33K $1.1M
SHOP
Shopify Inc.

Technology
768
+ 4.45%
$76.89 - $115.35 $59.1K - $88.6K
18K $2.08M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.83K
+ 6.8%
$27.3 - $31.8 $186K - $217K
107K $3.41M
MEAR
Blackrock Short Maturity Munic

ETFs
8.09K
+ 9.43%
$49.74 - $50.27 $402K - $407K
93.8K $4.72M
MA
Mastercard Inc

Financial Services
419
+ 3.45%
$479.92 - $590.74 $201K - $248K
12.6K $7.06M
VPU
Vanguard Utilities ETF

ETFs
2.1K
+ 44.06%
$158.36 - $178.82 $333K - $376K
6.87K $1.21M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
16K
+ 10.83%
$22.43 - $23.23 $358K - $371K
163K $3.8M
CEG
Constellation Energy Corp

Utilities
114
+ 3.9%
$170.96 - $322.76 $19.5K - $36.8K
3.04K $981K
FSLR
First Solar, Inc.

Technology
2.36K
New
$120.38 - $192.98 $284K - $455K
2.36K $390K
IXUS
Ishares Tr

ETFs
1.08K
+ 2.66%
$62.37 - $77.63 $67.2K - $83.6K
41.6K $3.21M
URTH
Ishares Msci World ETF

ETFs
2.28K
New
$136.3 - $169.38 $311K - $387K
2.28K $386K
YMAR
First Tr Ex Tr Viii Cboe Vest
15K
New
$22.43 - $25.58 $337K - $384K
15K $383K
CSX
Csx Corp

Industrials
3.96K
+ 5.04%
$26.69 - $32.91 $106K - $130K
82.6K $2.69M
AOA
Ishares Tr Core Aggressive All

ETFs
3.75K
+ 38.36%
$69.46 - $83.4 $260K - $312K
13.5K $1.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.01K
+ 2.72%
$79.56 - $82.92 $239K - $250K
114K $9.41M
JBL
Jabil Inc

Technology
1.14K
+ 72.74%
$116.88 - $218.1 $133K - $249K
2.71K $591K
CSL
Carlisle Companies Inc

Industrials
762
+ 26.63%
$317.1 - $408.5 $242K - $311K
3.62K $1.35M
EW
Edwards Lifesciences Corp

Healthcare
1.29K
+ 2.7%
$67.07 - $78.22 $86.5K - $101K
49K $3.83M
SCHO
Schwab Short Term Us Treasury

ETFs
15K
+ 87.43%
$24.19 - $24.45 $362K - $366K
32.1K $783K
QPFF
American Centy ETF Tr Quality
10K
+ 136.99%
$33.63 - $35.38 $336K - $354K
17.3K $611K
DT
Dynatrace, Inc.

Technology
6.3K
New
$41.21 - $55.9 $260K - $352K
6.3K $347K
FIX
Comfort Systems Usa Inc

Industrials
121
+ 9.29%
$296.51 - $536.21 $35.9K - $64.9K
1.42K $763K
APH
Amphenol Corp

Technology
412
+ 4.51%
$59.09 - $98.75 $24.3K - $40.7K
9.55K $942K
HUBB
Hubbell Inc

Industrials
122
+ 3.25%
$315.94 - $408.41 $38.5K - $49.8K
3.87K $1.58M
SAN
Banco Santander, S.A.

Financial Services
40.6K
New
$5.72 - $8.32 $232K - $338K
40.6K $337K
EUSB
Ishares Tr Esg Advanced Total

Technology
7.51K
+ 22.38%
$42.54 - $43.56 $320K - $327K
41.1K $1.79M
TOST
Toast, Inc.

Technology
7.54K
New
$30.03 - $45.23 $226K - $341K
7.54K $333K
NTRA
Natera, Inc.

Healthcare
1.9K
New
$132.23 - $171.87 $251K - $327K
1.9K $320K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.96K
New
$41.55 - $46.04 $289K - $321K
6.96K $320K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.21K
+ 1.65%
$25.93 - $32.91 $31.3K - $39.7K
74.6K $2.45M
PLMR
Palomar Holdings, Inc.

Financial Services
2.05K
New
$129.99 - $175.67 $267K - $361K
2.05K $316K
VGSH
Vanguard

ETFs
5.06K
+ 3.58%
$58.32 - $58.95 $295K - $298K
147K $8.61M
LITE
Lumentum Holdings Inc.

Technology
3.26K
New
$49.56 - $95.06 $161K - $310K
3.26K $309K
BRO
Brown & Brown, Inc.

Financial Services
2.79K
New
$104.48 - $124.43 $291K - $347K
2.79K $308K
PWR
Quanta Services, Inc.

Industrials
371
+ 27.73%
$239.47 - $381.26 $88.8K - $141K
1.71K $646K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
154
+ 0.66%
$57.46 - $75.58 $8.85K - $11.6K
23.4K $1.77M
URA
Global X Uranium ETF

ETFs
571
+ 3.21%
$20.26 - $38.81 $11.6K - $22.2K
18.4K $712K
SOXX
Ishares Semiconductor ETF

ETFs
1.27K
New
$154.86 - $239.07 $196K - $303K
1.27K $302K
IDV
Ishares Tr

ETFs
8.59K
New
$27.79 - $34.84 $239K - $299K
8.59K $296K
LHX
L3 Harris Technologies, Inc.

Industrials
242
+ 4.27%
$200.21 - $256.99 $48.5K - $62.2K
5.91K $1.48M
NTES
Net Ease, Inc.

Communication Services
2.17K
New
$91.37 - $134.58 $198K - $291K
2.17K $291K
TW
Tradeweb Markets Inc.

Financial Services
1.99K
New
$125.37 - $149.02 $249K - $296K
1.99K $291K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.27K
+ 59.42%
$53.36 - $61.57 $228K - $263K
11.4K $704K
GLW
Corning Inc

Technology
1.18K
+ 3.55%
$39.07 - $52.59 $46K - $61.9K
34.4K $1.81M
HRB
H&R Block Inc

Consumer Cyclical
5.18K
New
$54.32 - $63.04 $281K - $327K
5.18K $284K
EXEL
Exelixis, Inc.

Healthcare
6.42K
New
$34.13 - $46.26 $219K - $297K
6.42K $283K
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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