Resources Investment Advisors, Llc. Purchases in Q1 2025

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
3.53K
+ 3.91%
$25.44 - $27.95 $89.8K - $98.6K
93.8K $2.54M
HALO
Halozyme Therapeutics, Inc.

Healthcare
175
+ 1.75%
$47.74 - $65.16 $8.35K - $11.4K
10.2K $649K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.62K
+ 24.4%
$168.84 - $202.89 $273K - $328K
8.24K $1.45M
CHK
Chesapeake Energy Corp

Energy
1.94K
New
N/A
1.94K $166K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10K
New
$16.57 - $18.85 $166K - $189K
10K $166K
HPE
Hewlett Packard Enterprise CO

Technology
10.7K
New
$14.77 - $24.42 $157K - $260K
10.7K $164K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.75K
+ 19.03%
$32.49 - $37.99 $252K - $294K
48.5K $1.62M
FNF
Fidelity National Financial, Inc.

Financial Services
1.52K
+ 21.87%
$54.25 - $65.27 $82.6K - $99.3K
8.48K $552K
MET
Metlife Inc

Financial Services
2.18K
+ 28.27%
$77.7 - $87.0 $169K - $190K
9.89K $793K
TMDX
Trans Medics Group, Inc.

Healthcare
2.07K
+ 52.62%
$56.73 - $79.42 $117K - $164K
5.99K $402K
INSM
Insmed Inc

Healthcare
1.67K
+ 47.09%
$65.25 - $83.83 $109K - $140K
5.23K $398K
NRG
Nrg Energy, Inc.

Utilities
1.47K
+ 65.1%
$84.82 - $113.33 $125K - $166K
3.72K $355K
AOA
Ishares Tr Core Aggressive All

ETFs
2K
+ 25.76%
$75.7 - $80.01 $151K - $160K
9.77K $747K
CLBK
Columbia Financial, Inc.

Financial Services
10.1K
New
$14.76 - $16.27 $149K - $165K
10.1K $151K
HDB
Hdfc Bank LTD

Financial Services
1.67K
+ 10.86%
$58.06 - $66.85 $96.7K - $111K
17K $1.13M
URI
United Rentals, Inc.

Industrials
322
+ 46.87%
$594.17 - $789.56 $191K - $254K
1.01K $632K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
11.4K
New
$12.7 - $13.72 $145K - $156K
11.4K $147K
VLO
Valero Energy Corp

Energy
805
+ 19.13%
$121.76 - $142.99 $98K - $115K
5.01K $662K
OKE
Oneok Inc

Energy
1.55K
+ 18.69%
$89.57 - $109.85 $139K - $170K
9.84K $975K
CAH
Cardinal Health Inc

Healthcare
512
+ 13.61%
$118.02 - $137.77 $60.4K - $70.5K
4.27K $588K
PPL
Ppl Corp

Utilities
3.02K
+ 31.35%
$31.68 - $36.11 $95.5K - $109K
12.6K $456K
WEC
Wec Energy Group, Inc.

Utilities
134
+ 1.56%
$92.12 - $108.98 $12.3K - $14.6K
8.72K $950K
BWXT
Bwx Technologies, Inc.

Industrials
8.43K
+ 15.57%
$96.59 - $128.46 $814K - $1.08M
62.6K $6.17M
DFS
Discover Financial Services

Financial Services
865
+ 33.8%
$152.99 - $203.25 $132K - $176K
3.42K $584K
CDXC
Chroma Dex Corp.

Healthcare
6.32K
+ 10.35%
$5.26 - $8.55 $33.2K - $54K
67.4K $464K
LYG
Lloyds Banking Group PLC

Financial Services
4.9K
+ 4.46%
$2.58 - $3.9 $12.6K - $19.1K
115K $438K
AEE
Ameren Corp

Utilities
542
+ 7.19%
$86.87 - $103.67 $47.1K - $56.2K
8.08K $811K
AIZ
Assurant, Inc.

Financial Services
691
+ 55.77%
$198.92 - $218.67 $137K - $151K
1.93K $404K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.76K
+ 27.58%
$11.66 - $14.98 $78.8K - $101K
31.3K $426K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.36K
+ 86.72%
$67.24 - $84.27 $159K - $199K
5.09K $347K
IT
Gartner Inc

Technology
560
+ 37.43%
$418.25 - $548.38 $234K - $307K
2.06K $862K
DGX
Quest Diagnostics Inc

Healthcare
996
+ 33.47%
N/A
3.97K $544K
OTIS
Otis Worldwide Corp

Industrials
77
+ 0.63%
$90.77 - $104.01 $6.99K - $8.01K
12.3K $1.27M
AZO
Autozone Inc

Consumer Cyclical
18
+ 16.22%
$3193.96 - $3828.11 $57.5K - $68.9K
129 $491K
APD
Air Products & Chemicals, Inc.

Basic Materials
373
+ 7.63%
$283.24 - $338.07 $106K - $126K
5.26K $1.55M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.42K
+ 19.57%
$63.42 - $68.17 $153K - $165K
14.8K $945K
CINF
Cincinnati Financial Corp

Financial Services
759
+ 15.27%
$133.67 - $147.81 $101K - $112K
5.73K $846K
KNSL
Kinsale Capital Group, Inc.

Financial Services
243
+ 42.04%
$416.48 - $494.72 $101K - $120K
821 $399K
COOP
Mr. Cooper Group Inc.

Financial Services
1
+ 0.02%
$91.4 - $119.6 $91.4 - $120
5.39K $644K
USA
Liberty All Star Equity Fund

Financial Services
19.3K
New
$6.41 - $7.32 $124K - $141K
19.3K $126K
PFG
Principal Financial Group Inc

Financial Services
274
+ 1.91%
$76.34 - $89.04 $20.9K - $24.4K
14.6K $1.24M
EXC
Exelon Corp

Utilities
1.43K
+ 21.38%
$37.3 - $46.08 $53.2K - $65.7K
8.09K $372K
AMCR
Amcor PLC

Consumer Cyclical
12.4K
New
$9.33 - $10.39 $116K - $129K
12.4K $120K
POST
Post Holdings, Inc.

Consumer Defensive
790
+ 5.72%
$104.57 - $116.92 $82.6K - $92.4K
14.6K $1.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.51K
+ 7.82%
$59.61 - $66.71 $388K - $434K
89.7K $5.43M
MU
Micron Technology Inc

Technology
648
+ 2.85%
$86.89 - $109.38 $56.3K - $70.9K
23.4K $2.03M
ALLE
Allegion PLC

Industrials
901
+ 30.41%
$123.79 - $135.5 $112K - $122K
3.86K $504K
FTNT
Fortinet, Inc.

Technology
1.1K
+ 20.58%
$92.49 - $114.57 $102K - $126K
6.44K $619K
PWZ
Invesco California Amt Free Mu

ETFs
8.58K
+ 8.03%
$23.68 - $24.72 $203K - $212K
115K $2.75M
Activity Summary
Buys All Purchases 762 New Holdings 116 Increased Positions 646 Sells All Sells 575 Reductions 575 Sold out 0 Options Calls 0 Puts 0
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