Resources Investment Advisors, Llc. Purchases in Q3 2025

Resources Investment Advisors, Llc.

  • $8.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
1.07K
New
$167.86 - $202.79 $179K - $216K
1.07K $203K
EXPD
Expeditors International Of Washington Inc

Industrials
1.66K
New
$111.37 - $124.95 $185K - $208K
1.66K $203K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.23K
New
$156.24 - $190.88 $191K - $234K
1.23K $203K
VOE
Vanguard Mid Cap Value Index F

ETFs
203
+ 1.23%
$164.63 - $174.58 $33.4K - $35.4K
16.7K $2.92M
NEE
Nextera Energy Inc

Utilities
206
+ 0.67%
$69.77 - $77.54 $14.4K - $16K
30.9K $2.33M
MSTR
Microstrategy Inc

Technology
830
+ 102.47%
$300.7 - $455.9 $250K - $378K
1.64K $528K
HLX
Helix Energy Solutions Group Inc

Energy
29.6K
+ 290.76%
$5.7 - $6.96 $169K - $206K
39.8K $261K
IREN
Iris Energy LTD

Financial Services
4.3K
New
$15.1 - $47.14 $64.9K - $203K
4.3K $196K
ROST
Ross Stores, Inc.

Consumer Cyclical
202
+ 3.06%
$127.59 - $152.81 $25.8K - $30.9K
6.81K $1.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.07K
+ 6.24%
$76.16 - $78.59 $157K - $163K
35.2K $2.75M
MCO
Moodys Corp

Financial Services
432
+ 32.43%
$472.69 - $521.32 $204K - $225K
1.76K $840K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
18.8K
New
$8.55 - $9.1 $161K - $171K
18.8K $171K
O
Realty Income Corp

Real Estate
2.34K
+ 26.25%
$56.13 - $60.79 $131K - $142K
11.3K $684K
XLI
Industrial Sector Spdr

ETFs
479
+ 3.42%
$147.94 - $154.99 $70.9K - $74.2K
14.5K $2.24M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
262
+ 6.04%
$195.29 - $223.85 $51.2K - $58.6K
4.6K $1.02M
OMC
Omnicom Group Inc.

Communication Services
1.06K
+ 13.5%
$70.41 - $81.53 $74.6K - $86.3K
8.9K $725K
TFC
Truist Financial Corp

Financial Services
1.22K
+ 3.28%
$42.83 - $47.07 $52.3K - $57.4K
38.4K $1.76M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
338
+ 0.66%
$42.62 - $46.98 $14.4K - $15.9K
51.4K $2.4M
EVRG
Evergy, Inc.

Utilities
843
+ 6.89%
$67.73 - $76.02 $57.1K - $64.1K
13.1K $993K
CDNS
Cadence Design Systems Inc

Technology
202
+ 11.17%
$309.46 - $373.37 $62.5K - $75.4K
2.01K $706K
ELP
Energy CO Of Parana

Utilities
15.2K
New
$8.34 - $9.9 $127K - $150K
15.2K $148K
DNP
Dnp Select Income Fund Inc

Financial Services
14.5K
+ 124.35%
$9.65 - $10.02 $140K - $145K
26.2K $262K
FTCS
First Trust Capital Strength E

ETFs
828
+ 3.29%
$89.72 - $93.74 $74.3K - $77.6K
26K $2.44M
ICLR
Icon PLC

Healthcare
16
+ 0.33%
$139.63 - $195.01 $2.23K - $3.12K
4.88K $854K
KHC
Kraft Heinz CO

Consumer Defensive
5.33K
+ 20.77%
$25.63 - $28.94 $137K - $154K
31K $807K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.7K
+ 9.35%
$50.37 - $50.7 $136K - $137K
31.5K $1.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
270
+ 1.61%
$98.53 - $107.1 $26.6K - $28.9K
17K $1.79M
MLN
Vaneck Long Muni ETF

ETFs
768
+ 0.36%
$16.52 - $17.5 $12.7K - $13.4K
214K $3.74M
HEQT
Simplify Exchange Traded Fds H
1.79K
+ 2.55%
$30.02 - $31.27 $53.7K - $55.9K
71.8K $2.24M
ENTG
Entegris Inc

Technology
582
+ 8.1%
$72.03 - $95.97 $41.9K - $55.9K
7.77K $718K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15.1K
New
$8.57 - $9.09 $129K - $137K
15.1K $136K
VTRS
Viatris Inc

Healthcare
1.12K
+ 0.87%
$8.74 - $10.69 $9.78K - $12K
129K $1.28M
DASH
Door Dash, Inc.

Communication Services
347
+ 22.03%
$234.5 - $272.5 $81.4K - $94.6K
1.92K $522K
UBS
Ubs Group Ag

Financial Services
187
+ 1.08%
$33.77 - $42.38 $6.31K - $7.93K
17.6K $720K
UL
Unilever PLC

Consumer Defensive
2.86K
+ 14.45%
$58.43 - $65.01 $167K - $186K
22.6K $1.34M
EWBC
East West Bancorp Inc

Financial Services
1.1K
+ 42.45%
$97.41 - $109.7 $107K - $121K
3.69K $392K
JEF
Jefferies Financial Group Inc.

Financial Services
1.16K
+ 23.03%
$54.67 - $70.36 $63.4K - $81.6K
6.2K $405K
SHYD
Vaneck Short High Yield Muni E

ETFs
5.26K
+ 20.65%
$22.31 - $23.01 $117K - $121K
30.7K $704K
BIO
Bio Rad Laboratories, Inc.

Healthcare
55
+ 1.9%
$241.95 - $303.82 $13.3K - $16.7K
2.95K $828K
VOT
Vanguard Mid Cap Growth Index

ETFs
252
+ 4.39%
$282.75 - $294.19 $71.3K - $74.1K
6K $1.76M
PULS
Pgim ETF Tr

ETFs
2.52K
+ 8.86%
$49.58 - $49.83 $125K - $125K
30.9K $1.54M
HBAN
Huntington Bancshares Inc

Financial Services
5.85K
+ 19.31%
$15.87 - $17.88 $92.8K - $105K
36.1K $623K
NVS
Novartis Ag

Healthcare
531
+ 8.11%
$113.5 - $129.73 $60.3K - $68.9K
7.08K $907K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
921
+ 35.74%
$122.0 - $138.74 $112K - $128K
3.5K $443K
AR
Antero Resources Corp

Energy
4.64K
+ 68.63%
$29.87 - $37.66 $139K - $175K
11.4K $382K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.51K
+ 7.07%
$26.44 - $27.1 $92.8K - $95.1K
53.1K $1.43M
ILCB
Ishares Morningstar U.S. Equit

ETFs
43
+ 0.27%
$85.66 - $92.67 $3.68K - $3.98K
15.7K $1.45M
LNC
Lincoln National Corp

Financial Services
1.08K
+ 10.25%
$33.37 - $43.29 $36.1K - $46.8K
11.6K $468K
PLD
Prologis, Inc.

Real Estate
181
+ 2.05%
$104.08 - $115.35 $18.8K - $20.9K
9.01K $1.03M
Activity Summary
Buys All Purchases 605 New Holdings 105 Increased Positions 500 Sells All Sells 808 Reductions 808 Sold out 0 Options Calls 1 Puts 0
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