Resources Investment Advisors, Llc. New Holdings in Q2 2025

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
328K
New
$35.12 - $48.24 $11.5M - $15.8M
328K $15.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
166K
New
$44.68 - $45.96 $7.4M - $7.61M
166K $7.58M
PVAL
Putnam ETF Tr Putnam Focused L
142K
New
$33.6 - $40.23 $4.79M - $5.73M
142K $5.73M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
46.8K
New
$88.49 - $92.4 $4.14M - $4.32M
46.8K $4.32M
AVES
American Centy ETF Tr Avantis

ETFs
54.5K
New
$42.02 - $53.63 $2.29M - $2.92M
54.5K $2.92M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
47.6K
New
$46.92 - $55.01 $2.23M - $2.62M
47.6K $2.58M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
54.1K
New
$45.68 - $47.4 $2.47M - $2.56M
54.1K $2.56M
FSMD
Fidelity Covington Tr Small Mi

ETFs
48.8K
New
$34.67 - $41.47 $1.69M - $2.02M
48.8K $2.02M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
34.8K
New
$48.46 - $50.2 $1.68M - $1.74M
34.8K $1.72M
BBAX
J P Morgan Betabuilders Develo

ETFs
24.8K
New
$42.69 - $54.65 $1.06M - $1.36M
24.8K $1.35M
ESS
Essex Property Trust, Inc.

Real Estate
3.42K
New
N/A
3.42K $932K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
13.7K
New
$41.3 - $47.0 $564K - $642K
13.7K $641K
ABNB
Airbnb, Inc.

Consumer Cyclical
4.38K
New
$105.69 - $140.64 $463K - $616K
4.38K $579K
VOX
Vanguard Communication Service

ETFs
3.36K
New
$133.12 - $171.03 $448K - $575K
3.36K $575K
ADMA
Adma Biologics, Inc.

Healthcare
31.3K
New
$17.6 - $24.51 $550K - $766K
31.3K $569K
KORP
American Centy ETF Tr Diversif

ETFs
11.9K
New
$45.37 - $47.07 $538K - $558K
11.9K $557K
UPST
Upstart Holdings, Inc.

Financial Services
8.03K
New
$34.8 - $64.85 $280K - $521K
8.03K $519K
HEZU
Ishares Currency Hedged Msci E

ETFs
11.5K
New
$34.68 - $41.63 $398K - $477K
11.5K $470K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.22K
New
$49.48 - $61.22 $357K - $442K
7.22K $439K
FSLR
First Solar, Inc.

Technology
2.36K
New
$120.38 - $192.98 $284K - $455K
2.36K $390K
URTH
Ishares Msci World ETF

ETFs
2.28K
New
$136.3 - $169.38 $311K - $387K
2.28K $386K
YMAR
First Tr Ex Tr Viii Cboe Vest
15K
New
$22.43 - $25.58 $337K - $384K
15K $383K
DT
Dynatrace, Inc.

Technology
6.3K
New
$41.21 - $55.9 $260K - $352K
6.3K $347K
SAN
Banco Santander, S.A.

Financial Services
40.6K
New
$5.72 - $8.32 $232K - $338K
40.6K $337K
TOST
Toast, Inc.

Technology
7.54K
New
$30.03 - $45.23 $226K - $341K
7.54K $333K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.96K
New
$41.55 - $46.04 $289K - $321K
6.96K $320K
NTRA
Natera, Inc.

Healthcare
1.9K
New
$132.23 - $171.87 $251K - $327K
1.9K $320K
PLMR
Palomar Holdings, Inc.

Financial Services
2.05K
New
$129.99 - $175.67 $267K - $361K
2.05K $316K
LITE
Lumentum Holdings Inc.

Technology
3.26K
New
$49.56 - $95.06 $161K - $310K
3.26K $309K
BRO
Brown & Brown, Inc.

Financial Services
2.79K
New
$104.48 - $124.43 $291K - $347K
2.79K $308K
SOXX
Ishares Semiconductor ETF

ETFs
1.27K
New
$154.86 - $239.07 $196K - $303K
1.27K $302K
IDV
Ishares Tr

ETFs
8.59K
New
$27.79 - $34.84 $239K - $299K
8.59K $296K
NTES
Net Ease, Inc.

Communication Services
2.17K
New
$91.37 - $134.58 $198K - $291K
2.17K $291K
TW
Tradeweb Markets Inc.

Financial Services
1.99K
New
$125.37 - $149.02 $249K - $296K
1.99K $291K
HRB
H&R Block Inc

Consumer Cyclical
5.18K
New
$54.32 - $63.04 $281K - $327K
5.18K $284K
EXEL
Exelixis, Inc.

Healthcare
6.42K
New
$34.13 - $46.26 $219K - $297K
6.42K $283K
MTZ
Mastec Inc

Industrials
1.66K
New
$106.07 - $171.99 $176K - $286K
1.66K $283K
PSTG
Pure Storage, Inc.

Technology
4.83K
New
$37.18 - $57.58 $180K - $278K
4.83K $278K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
8.57K
New
$25.96 - $30.99 $222K - $266K
8.57K $265K
EWBC
East West Bancorp Inc

Financial Services
2.59K
New
$71.03 - $101.75 $184K - $263K
2.59K $261K
RRX
Regal Rexnord Corp

Industrials
1.77K
New
$94.06 - $147.0 $167K - $260K
1.77K $256K
AEIS
Advanced Energy Industries Inc

Industrials
1.92K
New
$79.03 - $133.84 $152K - $257K
1.92K $254K
CHWY
Chewy, Inc.

Consumer Cyclical
5.95K
New
$31.21 - $48.21 $186K - $287K
5.95K $253K
PCG
Pg&E Corp

Utilities
18.1K
New
$13.55 - $17.87 $246K - $324K
18.1K $252K
ZS
Zscaler, Inc.

Technology
797
New
$174.67 - $315.32 $139K - $251K
797 $250K
PEGA
Pegasystems Inc

Technology
4.6K
New
$49.95 - $103.29 $230K - $475K
4.6K $249K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.47K
New
$59.24 - $71.39 $205K - $247K
3.47K $246K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.65K
New
$68.47 - $102.48 $181K - $271K
2.65K $243K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.91K
New
$65.04 - $82.18 $189K - $239K
2.91K $238K
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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