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
EXC
Exelon Corp

Utilities
1.43K
+ 21.38%
$37.3 - $46.08 $53.2K - $65.7K
8.09K $372K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.51K
+ 7.82%
$59.61 - $66.71 $388K - $434K
89.7K $5.43M
POST
Post Holdings, Inc.

Consumer Defensive
790
+ 5.72%
$104.57 - $116.92 $82.6K - $92.4K
14.6K $1.7M
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
BR
Broadridge Financial Solutions, Inc.

Technology
267
+ 8.98%
$221.46 - $244.83 $59.1K - $65.4K
3.24K $785K
NET
Cloudflare, Inc.

Technology
845
+ 24.46%
$110.71 - $176.5 $93.5K - $149K
4.3K $484K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.48K
+ 53.77%
$61.92 - $76.95 $91.8K - $114K
4.24K $318K
CRS
Carpenter Technology Corp

Industrials
528
+ 43.17%
$172.39 - $212.53 $91K - $112K
1.75K $317K
D
Dominion Energy, Inc

Utilities
995
+ 4.24%
$52.85 - $57.43 $52.6K - $57.1K
24.5K $1.37M
CMCSA
Comcast Corp

Communication Services
4.02K
+ 6.13%
$33.19 - $38.23 $133K - $153K
69.5K $2.57M
SJM
J M Smucker CO

Consumer Defensive
612
+ 14.58%
$100.41 - $118.41 $61.5K - $72.5K
4.81K $569K
OXY
Occidental Petroleum Corp

Energy
2.16K
+ 12.95%
$45.45 - $52.7 $98.3K - $114K
18.9K $931K
DVY
Ishares Tr

ETFs
444
+ 2.86%
$128.58 - $138.1 $57.1K - $61.3K
16K $2.14M
NTRS
Northern Trust Corp

Financial Services
1.14K
+ 58.27%
$96.09 - $113.81 $110K - $130K
3.1K $306K
BAX
Baxter International Inc

Healthcare
1.93K
+ 24.83%
$29.26 - $36.57 $56.6K - $70.7K
9.72K $332K
VOE
Vanguard Mid Cap Value Index F

ETFs
768
+ 5.0%
$156.61 - $168.02 $120K - $129K
16.1K $2.59M
XEL
Xcel Energy Inc

Utilities
890
+ 7.31%
$63.37 - $72.1 $56.4K - $64.2K
13.1K $925K
AME
Ametek Inc

Industrials
1.84K
+ 6.98%
$170.39 - $190.43 $313K - $350K
28.1K $4.84M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1.97K
+ 12.99%
N/A
17.1K $898K
ES
Eversource Energy

Utilities
778
+ 6.76%
$55.63 - $63.8 $43.3K - $49.6K
12.3K $763K
LPLA
Lpl Financial Holdings Inc.

Financial Services
305
+ 8.67%
$308.87 - $383.33 $94.2K - $117K
3.82K $1.25M
VRSN
Verisign Inc

Technology
166
+ 12.96%
$205.1 - $254.74 $34K - $42.3K
1.45K $367K
VEEV
Veeva Systems Inc

Healthcare
268
+ 14.16%
$210.58 - $246.8 $56.4K - $66.1K
2.16K $500K
EW
Edwards Lifesciences Corp

Healthcare
2.37K
+ 5.22%
$67.95 - $76.19 $161K - $180K
47.7K $3.46M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.74K
+ 5.09%
$24.5 - $24.95 $91.7K - $93.4K
77.3K $1.91M
GM
General Motors CO

Consumer Cyclical
3.73K
+ 30.9%
$45.22 - $54.92 $169K - $205K
15.8K $743K
JKHY
Henry Jack & Associates Inc

Technology
459
+ 22.7%
$166.47 - $191.28 $76.4K - $87.8K
2.48K $453K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.23K
+ 22.28%
$23.49 - $23.77 $99.3K - $100K
23.2K $546K
JCI
Johnson Controls International PLC

Industrials
1.12K
+ 13.72%
$76.12 - $90.6 $84.9K - $101K
9.25K $741K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.68K
+ 30.47%
$56.63 - $59.39 $95K - $99.6K
7.18K $413K
ETR
Entergy Corp

Utilities
402
+ 6.06%
$75.26 - $87.89 $30.3K - $35.3K
7.04K $601K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.74K
+ 41.47%
$60.05 - $72.21 $104K - $126K
5.93K $372K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
121
+ 1.6%
$34.58 - $45.97 $4.18K - $5.56K
7.69K $353K
PJAN
Innovator U.S. Equity Power Bu

ETFs
3.39K
+ 5.86%
$41.09 - $43.24 $139K - $147K
61.3K $2.54M
BALT
Innovator Etfs Tr
3.1K
+ 12.06%
$31.31 - $31.89 $97.1K - $98.9K
28.8K $903K
TFC
Truist Financial Corp

Financial Services
4.13K
+ 12.19%
$39.48 - $48.15 $163K - $199K
38K $1.57M
CNP
Centerpoint Energy Inc

Utilities
1.56K
+ 17.96%
$30.87 - $36.25 $48.1K - $56.4K
10.2K $370K
WCN
Waste Connections, Inc.

Industrials
87
+ 2.67%
$169.89 - $195.19 $14.8K - $17K
3.34K $652K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 0.14%
$110.86 - $121.12 $1.55K - $1.7K
10.3K $1.25M
FAD
First Tr Multi Cap Growth Alph

ETFs
866
+ 41.26%
$125.55 - $147.66 $109K - $128K
2.97K $383K
GENI
Genius Sports LTD

Communication Services
1.65K
+ 2.95%
$8.32 - $11.08 $13.7K - $18.3K
57.7K $577K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
472
+ 5.04%
$75.32 - $84.77 $35.6K - $40K
9.83K $803K
HCA
Hca Healthcare, Inc.

Healthcare
107
+ 8.94%
$296.7 - $345.55 $31.7K - $37K
1.3K $450K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.01K
+ 9.8%
$63.38 - $72.02 $127K - $145K
22.5K $1.48M
LHX
L3 Harris Technologies, Inc.

Industrials
458
+ 8.8%
$194.65 - $222.86 $89.1K - $102K
5.67K $1.19M
WPM
Wheaton Precious Metals Corp.

Basic Materials
91
+ 2.35%
$55.75 - $77.63 $5.07K - $7.06K
3.97K $308K
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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