Resources Investment Advisors, Llc. Incresed Positions in Q1 2025

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
218K
+ 49.34%
$185.78 - $198.58 $40.5M - $43.3M
660K $126M
OEF
Ishares S&P 100 ETF

ETFs
145K
+ 113.67%
N/A
272K $72.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.05M
+ 76.96%
$29.72 - $31.94 $31.1M - $33.4M
2.4M $74.2M
IAU
Ishares Gold Trust

ETFs
396K
+ 47.33%
$49.74 - $58.96 $19.7M - $23.3M
1.23M $72.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
664K
+ 237.28%
$34.83 - $37.52 $23.1M - $24.9M
944K $34.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
464K
+ 192.49%
$36.63 - $37.45 $17M - $17.4M
705K $26M
BOND
Pimco Active Bond Exchange Tra

ETFs
115K
+ 9.97%
$89.27 - $92.9 $10.3M - $10.7M
1.27M $117M
DFSD
Dimensional ETF Tr Short Durat

ETFs
205K
+ 7.56%
$46.74 - $47.55 $9.58M - $9.75M
2.92M $139M
QUAL
Ishares Msci Usa Quality Facto

ETFs
110K
+ 10.48%
$168.16 - $186.21 $18.5M - $20.4M
1.16M $198M
CVS
Cvs Health Corp

Healthcare
1.46K
+ 0.37%
$44.22 - $68.64 $64.7K - $100K
401K $27.2M
HYD
Vaneck High Yield Muni ETF

ETFs
166K
+ 467.6%
$50.79 - $52.53 $8.45M - $8.74M
202K $10.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
151K
+ 49.48%
$50.87 - $51.09 $7.66M - $7.69M
455K $23.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
61.3K
+ 98.46%
$120.29 - $134.6 $7.38M - $8.25M
124K $15.1M
MDT
Medtronic PLC

Healthcare
68.6K
+ 495.38%
$79.84 - $94.5 $5.47M - $6.48M
82.4K $7.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
348K
+ 10.67%
$32.42 - $36.13 $11.3M - $12.6M
3.61M $119M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
237K
+ 675.96%
$25.12 - $26.05 $5.94M - $6.16M
272K $6.85M
ITM
Vaneck Intermediate Muni ETF

ETFs
120K
+ 55.6%
$45.21 - $46.67 $5.42M - $5.6M
336K $15.3M
IEFA
Ishares Tr

ETFs
14.9K
+ 1.9%
$69.57 - $78.65 $1.03M - $1.17M
796K $60.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
736
+ 1.27%
$442.66 - $534.52 $326K - $393K
58.9K $31.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
52.3K
+ 2.84%
$25.54 - $28.79 $1.34M - $1.51M
1.9M $52.7M
CORP
Pimco Investment Grade Corp Bd

ETFs
45.5K
+ 14.3%
$93.89 - $97.32 $4.27M - $4.43M
364K $35.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
109K
+ 6.72%
$49.25 - $50.66 $5.36M - $5.52M
1.73M $85.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
93.1K
+ 17.52%
$43.76 - $45.31 $4.07M - $4.22M
625K $28.1M
GE
General Electric CO

Industrials
14.1K
+ 29.32%
$168.59 - $212.13 $2.38M - $2.99M
62.2K $12.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
43.1K
+ 285.51%
$100.34 - $100.68 $4.32M - $4.33M
58.1K $5.85M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
52.6K
+ 2.0%
$40.79 - $42.32 $2.15M - $2.23M
2.69M $113M
IWR
Ishares Russell Mid Cap ETF

ETFs
41.2K
+ 225.99%
$82.81 - $92.93 $3.41M - $3.83M
59.4K $5.06M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
126K
+ 16.29%
$26.64 - $27.14 $3.36M - $3.42M
900K $24.1M
IEMG
Ishares Inc

ETFs
50.7K
+ 16.67%
N/A
355K $19M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
29.7K
+ 6.0%
$34.52 - $39.32 $1.02M - $1.17M
525K $19.9M
PODD
Insulet Corp

Healthcare
8.87K
+ 260.95%
$237.06 - $288.29 $2.1M - $2.56M
12.3K $3.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.7K
+ 6.08%
$71.17 - $73.66 $1.54M - $1.6M
378K $27.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
20K
+ 7.05%
$56.51 - $62.98 $1.13M - $1.26M
303K $18.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
27.3K
+ 50.79%
$65.44 - $70.64 $1.78M - $1.93M
81K $5.53M
JNJ
Johnson & Johnson

Healthcare
916
+ 1.06%
$142.06 - $167.7 $130K - $154K
87.4K $14.5M
PG
Procter & Gamble CO

Consumer Defensive
9.84K
+ 9.12%
$158.56 - $176.26 $1.56M - $1.73M
118K $20.1M
IEF
Ishares Barclays

ETFs
19.1K
+ 36.01%
$91.17 - $95.39 $1.74M - $1.82M
72.1K $6.88M
MCD
Mcdonalds Corp

Consumer Cyclical
2.49K
+ 5.3%
$279.74 - $321.29 $696K - $799K
49.4K $15.4M
FISV
Fiserv Inc

Technology
14.5K
+ 50.58%
N/A
43K $5.39M
GLD
Spdr Gold Trust

ETFs
1.28K
+ 4.09%
$243.19 - $288.14 $311K - $369K
32.5K $9.37M
DFAE
Dimensional ETF Tr

ETFs
51.2K
+ 6.38%
$24.64 - $26.86 $1.26M - $1.38M
854K $22.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.9K
+ 2.48%
$26.71 - $31.58 $291K - $344K
449K $13.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.5K
+ 4.75%
$25.35 - $27.46 $1.18M - $1.28M
1.03M $27.1M
IEV
Ishares Tr Europe ETF

ETFs
10.4K
+ 7.35%
$51.89 - $60.68 $542K - $634K
153K $8.88M
HEQT
Simplify Exchange Traded Fds H
51.2K
+ 377.88%
$28.48 - $30.52 $1.46M - $1.56M
64.7K $1.85M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
20.6K
+ 13.36%
$51.6 - $53.93 $1.06M - $1.11M
175K $9.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.9K
+ 14.52%
$58.01 - $64.46 $983K - $1.09M
134K $8.3M
IBM
International Business Machines Corp

Technology
2.72K
+ 10.59%
$217.4 - $264.74 $591K - $720K
28.4K $7.06M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.37K
+ 1.91%
$114.57 - $118.14 $615K - $634K
287K $33.9M
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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