Resources Investment Advisors, Llc. Incresed Positions in Q2 2025

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
3.02K
+ 5.08%
$74.88 - $91.97 $226K - $278K
62.5K $5.75M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.49K
+ 0.78%
$24.21 - $29.47 $84.5K - $103K
453K $13.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.27K
+ 6.35%
$166.82 - $194.23 $379K - $441K
38.1K $7.39M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
678
+ 0.34%
$26.33 - $33.39 $17.9K - $22.6K
201K $6.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.02K
+ 1.54%
$39.89 - $49.46 $80.6K - $100K
134K $6.61M
SBUX
Starbucks Corp

Consumer Cyclical
9.87K
+ 24.58%
$79.69 - $99.41 $787K - $981K
50K $4.58M
ETN
Eaton Corp PLC

Industrials
156
+ 2.28%
$246.52 - $356.99 $38.5K - $55.7K
6.99K $2.49M
PM
Philip Morris International Inc.

Consumer Defensive
236
+ 0.95%
$149.23 - $184.95 $35.2K - $43.6K
25.1K $4.57M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.87K
+ 194.5%
$139.8 - $197.22 $401K - $565K
4.34K $855K
AMAT
Applied Materials Inc

Technology
1.02K
+ 9.29%
$126.95 - $183.52 $129K - $186K
11.9K $2.19M
EVRG
Evergy, Inc.

Utilities
8.67K
+ 243.13%
$64.06 - $69.64 $555K - $603K
12.2K $842K
ILCV
Ishares Morningstar Value ETF

ETFs
6.67K
+ 64.74%
$72.16 - $83.39 $481K - $556K
17K $1.41M
COIN
Coinbase Global, Inc.

Technology
331
+ 13.3%
$151.47 - $375.07 $50.1K - $124K
2.82K $988K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.19K
+ 8.3%
$32.66 - $40.75 $202K - $252K
80.8K $3.27M
RJF
Raymond James Financial Inc

Financial Services
54
+ 0.14%
$123.65 - $153.88 $6.68K - $8.31K
37.9K $5.81M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.49K
+ 29.9%
$59.98 - $74.92 $329K - $411K
23.8K $1.78M
VV
Vanguard Large Cap ETF

ETFs
1.46K
+ 35.03%
$228.25 - $285.3 $332K - $415K
5.61K $1.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.3K
+ 5.44%
$72.96 - $90.39 $168K - $208K
44.5K $3.98M
VRT
Vertiv Holdings CO

Industrials
5.73K
+ 9.25%
N/A
67.7K $5.87M
NET
Cloudflare, Inc.

Technology
707
+ 16.44%
$97.08 - $195.83 $68.6K - $138K
5.01K $980K
C
Citigroup Inc

Financial Services
72
+ 0.21%
$58.13 - $85.12 $4.19K - $6.13K
34.5K $2.94M
VIG
Vanguard Dividend Appreciation

ETFs
2.68K
+ 2.64%
N/A
104K $19M
FDS
Factset Research Systems Inc

Financial Services
1.15K
+ 30.83%
$398.85 - $473.32 $460K - $546K
4.89K $2.19M
TMDX
Trans Medics Group, Inc.

Healthcare
570
+ 9.52%
$67.67 - $143.04 $38.6K - $81.5K
6.56K $878K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.76K
+ 11.12%
$46.41 - $47.7 $453K - $466K
97.5K $4.64M
UBER
Uber Technologies, Inc

Technology
95
+ 0.42%
$64.62 - $93.3 $6.14K - $8.86K
22.5K $2.1M
ROK
Rockwell Automation, Inc

Industrials
453
+ 10.85%
$218.97 - $332.17 $99.2K - $150K
4.63K $1.54M
VST
Vistra Corp.

Utilities
272
+ 5.28%
$98.07 - $195.04 $26.7K - $53.1K
5.43K $1.05M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.37K
+ 134.28%
$134.25 - $172.52 $318K - $409K
4.14K $713K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
439
+ 0.56%
$54.81 - $67.78 $24.1K - $29.8K
78.8K $5.34M
USFR
Wisdomtree Floating Rate Treas

ETFs
8.73K
+ 91.8%
$50.28 - $50.47 $439K - $440K
18.2K $917K
KKR
Kkr & Co. Inc.

Financial Services
1.44K
+ 10.45%
$92.79 - $134.29 $134K - $194K
15.2K $2.03M
AXON
Axon Enterprise, Inc.

Industrials
57
+ 4.46%
$497.13 - $827.94 $28.3K - $47.2K
1.33K $1.1M
SHOP
Shopify Inc.

Technology
768
+ 4.45%
$76.89 - $115.35 $59.1K - $88.6K
18K $2.08M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.83K
+ 6.8%
$27.3 - $31.8 $186K - $217K
107K $3.41M
MEAR
Blackrock Short Maturity Munic

ETFs
8.09K
+ 9.43%
$49.74 - $50.27 $402K - $407K
93.8K $4.72M
MA
Mastercard Inc

Financial Services
419
+ 3.45%
$479.92 - $590.74 $201K - $248K
12.6K $7.06M
VPU
Vanguard Utilities ETF

ETFs
2.1K
+ 44.06%
$158.36 - $178.82 $333K - $376K
6.87K $1.21M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
16K
+ 10.83%
$22.43 - $23.23 $358K - $371K
163K $3.8M
SNOW
Snowflake Inc.

Technology
940
+ 39.56%
$130.53 - $223.77 $123K - $210K
3.32K $742K
CEG
Constellation Energy Corp

Utilities
114
+ 3.9%
$170.96 - $322.76 $19.5K - $36.8K
3.04K $981K
IXUS
Ishares Tr

ETFs
1.08K
+ 2.66%
$62.37 - $77.63 $67.2K - $83.6K
41.6K $3.21M
CSX
Csx Corp

Industrials
3.96K
+ 5.04%
$26.69 - $32.91 $106K - $130K
82.6K $2.69M
AOA
Ishares Tr Core Aggressive All

ETFs
3.75K
+ 38.36%
$69.46 - $83.4 $260K - $312K
13.5K $1.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.01K
+ 2.72%
$79.56 - $82.92 $239K - $250K
114K $9.41M
CSL
Carlisle Companies Inc

Industrials
762
+ 26.63%
$317.1 - $408.5 $242K - $311K
3.62K $1.35M
JBL
Jabil Inc

Technology
1.14K
+ 72.74%
$116.88 - $218.1 $133K - $249K
2.71K $591K
EW
Edwards Lifesciences Corp

Healthcare
1.29K
+ 2.7%
$67.07 - $78.22 $86.5K - $101K
49K $3.83M
SCHO
Schwab Short Term Us Treasury

ETFs
15K
+ 87.43%
$24.19 - $24.45 $362K - $366K
32.1K $783K
Activity Summary
Buys All Purchases 698 New Holdings 129 Increased Positions 569 Sells All Sells 687 Reductions 687 Sold out 0 Options Calls 1 Puts 0
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