Resources Investment Advisors, Llc. Incresed Positions in Q4 2024

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
92.8K
+ 14.64%
$26.01 - $28.19 $2.41M - $2.62M
727K $19M
RDVY
First Trust Rising Dividend Ac

ETFs
19.9K
+ 20.8%
$58.65 - $64.37 $1.17M - $1.28M
116K $6.83M
ITM
Vaneck Intermediate Muni ETF

ETFs
28.5K
+ 15.23%
$45.56 - $46.97 $1.3M - $1.34M
216K $9.94M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
45.7K
+ 164.03%
$24.55 - $25.16 $1.12M - $1.15M
73.6K $1.81M
WTMF
Wisdomtree Tr Managed Futures

ETFs
40.4K
+ 7.92%
$34.6 - $36.99 $1.4M - $1.49M
551K $19.2M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
24.8K
+ 140.91%
$44.25 - $47.77 $1.1M - $1.19M
42.5K $1.9M
IGHG
Proshares Investment Grade Int

ETFs
13.2K
+ 136.9%
$76.8 - $78.32 $1.02M - $1.04M
22.9K $1.79M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.48K
+ 2.76%
$129.96 - $144.97 $323K - $360K
92.5K $12.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14.5K
+ 7.72%
$63.58 - $71.15 $922K - $1.03M
202K $13.2M
CBRE
Cbre Group, Inc.

Real Estate
7.13K
+ 202.41%
$119.22 - $140.71 $850K - $1M
10.6K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
3.36K
+ 3.68%
$261.5 - $284.63 $879K - $957K
94.7K $25M
TXN
Texas Instruments Inc

Technology
4.69K
+ 29.74%
N/A
20.5K $3.98M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.02K
+ 33.64%
$209.89 - $233.24 $1.05M - $1.17M
19.9K $4.23M
HON
Honeywell International Inc

Industrials
2.46K
+ 13.78%
$202.84 - $236.0 $498K - $579K
20.3K $4.58M
SCHW
Schwab Charles Corp

Financial Services
6.64K
+ 16.2%
$63.31 - $82.85 $420K - $550K
47.6K $3.52M
SE
Sea LTD

Consumer Cyclical
7.46K
+ 120.45%
$93.56 - $117.41 $698K - $875K
13.6K $1.45M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.4K
+ 16.64%
$91.94 - $100.02 $1.04M - $1.14M
79.6K $7.37M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.43K
+ 4.01%
$264.18 - $304.19 $377K - $434K
37K $10.4M
NKE
Nike, Inc.

Consumer Cyclical
14K
+ 83.38%
$73.36 - $89.13 $1.03M - $1.25M
30.8K $2.33M
AER
Aer Cap Holdings N.V.

Industrials
8.82K
+ 379.97%
$91.85 - $100.3 $810K - $885K
11.1K $1.07M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.57K
+ 11.94%
$340.59 - $380.5 $534K - $597K
14.7K $5.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.1K
+ 13.58%
$57.53 - $60.83 $1.1M - $1.16M
160K $9.18M
BIO
Bio Rad Laboratories, Inc.

Healthcare
2.49K
+ 379.3%
$313.15 - $374.28 $780K - $933K
3.15K $1.03M
SPOT
Spotify Technology S.A.

Communication Services
1.58K
+ 146.83%
$362.95 - $502.38 $572K - $792K
2.65K $1.19M
VBR
Vanguard Small Cap Value ETF

ETFs
4.27K
+ 12.42%
$197.36 - $217.3 $843K - $928K
38.7K $7.66M
DXCM
Dexcom Inc

Healthcare
1.55K
+ 2.64%
$65.68 - $81.01 $102K - $125K
60.3K $4.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.3K
+ 62.62%
$51.09 - $55.27 $783K - $847K
39.8K $2.03M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.3K
+ 22.24%
$99.04 - $109.59 $1.31M - $1.45M
73K $7.26M
CB
Chubb LTD

Financial Services
3.04K
+ 33.07%
$271.57 - $301.89 $826K - $918K
12.2K $3.38M
C
Citigroup Inc

Financial Services
7.33K
+ 26.81%
$61.31 - $72.5 $450K - $532K
34.7K $2.44M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
19.8K
+ 14.75%
$51.82 - $54.2 $1.03M - $1.08M
154K $8M
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.05%
$280.08 - $307.97 $5.88K - $6.47K
44.3K $13M
IGBH
Ishares Interest Rate Hedged L

ETFs
29.1K
+ 97.98%
$24.14 - $24.57 $703K - $715K
58.8K $1.43M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.9K
+ 93.4%
$82.28 - $117.52 $898K - $1.28M
22.6K $1.92M
AXON
Axon Enterprise, Inc.

Industrials
457
+ 22.26%
$399.22 - $689.78 $182K - $315K
2.51K $1.49M
DHR
Danaher Corp

Healthcare
5.33K
+ 46.64%
$226.16 - $274.52 $1.2M - $1.46M
16.7K $3.84M
FIS
Fidelity National Information Services, Inc.

Technology
8.6K
+ 70.27%
$80.14 - $90.95 $689K - $782K
20.8K $1.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.13K
+ 27.01%
$275.15 - $388.2 $311K - $439K
5.32K $1.82M
WDAY
Workday, Inc.

Technology
938
+ 3.24%
$233.85 - $279.91 $219K - $263K
29.9K $7.72M
RTO
Rentokil Initial PLC

Industrials
24.1K
+ 222.55%
$22.92 - $26.98 $552K - $650K
34.9K $884K
UPS
United Parcel Service Inc

Industrials
6.89K
+ 26.29%
$122.65 - $138.35 $845K - $953K
33.1K $4.17M
SYY
Sysco Corp

Consumer Defensive
8.26K
+ 38.69%
$73.63 - $81.77 $608K - $676K
29.6K $2.26M
EFG
Msci Eafe Growth ETF

ETFs
146K
+ 11.66%
$96.83 - $106.88 $14.2M - $15.7M
1.4M $136M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
24.3K
+ 85.54%
$24.61 - $25.12 $598K - $611K
52.7K $1.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.1K
+ 135.26%
$50.67 - $50.9 $561K - $563K
19.2K $975K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.1K
+ 7.36%
$50.37 - $50.6 $610K - $613K
177K $8.89M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
8.03K
+ 41.25%
$70.12 - $75.48 $563K - $606K
27.5K $1.94M
CLVT
Clarivate PLC

Technology
154K
+ 121.19%
$4.33 - $6.83 $665K - $1.05M
280K $1.42M
ISRG
Intuitive Surgical Inc

Healthcare
118
+ 0.8%
$471.27 - $550.62 $55.6K - $65K
14.9K $7.8M
Activity Summary
Buys All Purchases 649 New Holdings 117 Increased Positions 532 Sells All Sells 691 Reductions 691 Sold out 0 Options Calls 0 Puts 0
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