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
NFG
National Fuel Gas CO

Energy
164
+ 5.34%
$82.19 - $93.72 $13.5K - $15.4K
3.24K $299K
JBL
Jabil Inc

Technology
193
+ 7.12%
$202.08 - $234.45 $39K - $45.2K
2.91K $630K
TDS
Telephone & Data Systems Inc

Communication Services
49
+ 0.5%
$35.43 - $40.72 $1.74K - $2K
9.9K $388K
POR
Portland General Electric CO

Utilities
248
+ 3.08%
$39.73 - $44.0 $9.85K - $10.9K
8.31K $365K
IAPR
Innovator Etfs Tr Internationa

ETFs
1K
+ 9.68%
$28.99 - $30.05 $29K - $30.1K
11.3K $340K
FAD
First Tr Multi Cap Growth Alph

ETFs
31
+ 1.31%
$145.87 - $162.49 $4.52K - $5.04K
2.39K $384K
ARCC
Ares Capital Corp

Financial Services
3.33K
+ 16.66%
$20.41 - $23.25 $67.9K - $77.4K
23.3K $475K
RY
Royal Bank Of Canada

Financial Services
22
+ 1.05%
$128.46 - $148.6 $2.83K - $3.27K
2.13K $313K
WRB
Berkley W R Corp

Financial Services
52
+ 0.5%
$67.78 - $76.62 $3.52K - $3.98K
10.4K $795K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.02K
+ 20.02%
$16.46 - $17.1 $33.2K - $34.5K
12.1K $205K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
15K
+ 23.08%
$1.89 - $2.48 $28.4K - $37.2K
80K $168K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6
+ 0.07%
$99.08 - $103.57 $594 - $621
9K $926K
VST
Vistra Corp.

Utilities
122
+ 2.25%
$182.0 - $217.92 $22.2K - $26.6K
5.55K $1.09M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
34
+ 0.36%
$64.75 - $69.05 $2.2K - $2.35K
9.42K $649K
AYI
Acuity Brands Inc

Industrials
13
+ 1.93%
$287.07 - $344.52 $3.73K - $4.48K
685 $235K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.17K
+ 13.04%
$42.56 - $49.08 $49.8K - $57.4K
10.1K $434K
TROW
Price T Rowe Group Inc

Financial Services
35
+ 0.71%
$98.67 - $111.52 $3.45K - $3.9K
4.94K $506K
FNDE
Schwab Fundamental Emerging Mk

ETFs
309
+ 4.26%
$33.13 - $36.31 $10.2K - $11.2K
7.57K $273K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
335
+ 5.5%
$91.44 - $91.77 $30.6K - $30.7K
6.43K $589K
RRX
Regal Rexnord Corp

Industrials
231
+ 13.04%
$137.95 - $159.91 $31.9K - $36.9K
2K $287K
EQT
Eqt Corp

Energy
1.01K
+ 15.6%
$49.19 - $59.19 $49.4K - $59.5K
7.45K $405K
VLY
Valley National Bancorp

Financial Services
167
+ 0.96%
$9.18 - $11.1 $1.53K - $1.85K
17.5K $185K
PPA
Invesco Exchange Traded Fd Tr

ETFs
40
+ 2.34%
$139.82 - $155.45 $5.59K - $6.22K
1.75K $272K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7
+ 0.06%
$29.8 - $32.29 $209 - $226
12.1K $389K
HOLX
Hologic Inc

Healthcare
191
+ 3.23%
$63.26 - $68.98 $12.1K - $13.2K
6.11K $412K
ENSG
Ensign Group, Inc

Healthcare
1
+ 0.07%
$136.36 - $174.12 $136 - $174
1.46K $252K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.05K
+ 8.94%
$11.64 - $15.79 $12.3K - $16.6K
12.8K $188K
IDV
Ishares Tr

ETFs
211
+ 2.46%
$34.54 - $37.28 $7.29K - $7.87K
8.81K $321K
GVI
Ishares Tr

ETFs
192
+ 2.58%
$105.8 - $107.81 $20.3K - $20.7K
7.64K $820K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.06%
$281.0 - $296.29 $281 - $296
1.54K $456K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
96
+ 3.3%
$80.54 - $89.67 $7.73K - $8.61K
3K $263K
MGY
Magnolia Oil & Gas Corp

Energy
19
+ 0.11%
$22.5 - $25.26 $428 - $480
16.8K $401K
ET
Energy Transfer LP

Energy
2.64K
+ 11.07%
$17.11 - $18.16 $45.2K - $47.9K
26.5K $454K
L
Loews Corp

Financial Services
4
+ 0.16%
$89.82 - $100.39 $359 - $402
2.47K $248K
SCHO
Schwab Short Term Us Treasury

ETFs
899
+ 2.8%
$24.23 - $24.42 $21.8K - $22K
33K $805K
WBS
Webster Financial Corp

Financial Services
31
+ 0.75%
$55.19 - $62.92 $1.71K - $1.95K
4.15K $246K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
413
+ 2.0%
$17.13 - $17.98 $7.07K - $7.43K
21K $373K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12
+ 0.27%
$51.33 - $58.15 $616 - $698
4.39K $247K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
29
+ 0.36%
$53.62 - $55.95 $1.55K - $1.62K
7.98K $446K
IYJ
Ishares Tr

ETFs
5
+ 0.11%
$142.42 - $148.18 $712 - $741
4.69K $684K
ESS
Essex Property Trust, Inc.

Real Estate
65
+ 1.9%
N/A
3.48K $950K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.12%
$280.68 - $303.97 $281 - $304
806 $243K
IXG
Ishares Global Fin'L ETF

ETFs
29
+ 1.44%
$109.57 - $116.94 $3.18K - $3.39K
2.04K $238K
BBDC
Barings Bdc, Inc.

Financial Services
3.22K
+ 9.89%
$8.76 - $9.9 $28.2K - $31.9K
35.8K $313K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
74
+ 0.13%
$48.31 - $48.93 $3.57K - $3.62K
58.1K $2.84M
EQIX
Equinix Inc

Real Estate
22
+ 8.09%
$756.7 - $811.13 $16.6K - $17.8K
294 $230K
EPD
Enterprise Products Partners L.P.

Energy
88
+ 0.2%
$30.74 - $32.14 $2.71K - $2.83K
43.7K $1.37M
PBP
Invesco Exchange Traded Fd Tr

ETFs
515
+ 5.57%
$21.75 - $22.26 $11.2K - $11.5K
9.76K $215K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.15%
$128.6 - $136.01 $386 - $408
2.04K $276K
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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