Resources Investment Advisors, Llc. Reduced Holdings in Q3 2024

Resources Investment Advisors, Llc.

  • $8.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-239K
- 73.47%
$105.92 - $110.83 $25.3M - $26.4M
86.2K $9.52M
HEFA
Ishares Currency Hedged Msci E

ETFs
-566K
- 66.01%
$32.34 - $35.85 $18.3M - $20.3M
292K $10.3M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-430K
- 49.2%
$43.99 - $46.63 $18.9M - $20.1M
444K $20.6M
SVOL
Simplify ETF Simplify Volatili

ETFs
-732K
- 93.32%
$20.05 - $22.81 $14.7M - $16.7M
52.4K $1.15M
NVDA
Nvidia Corp

Technology
-114K
- 20.46%
$98.91 - $134.91 $11.3M - $15.3M
442K $53.7M
SHV
Ishares Tr

ETFs
-70.5K
- 69.34%
$110.05 - $110.63 $7.76M - $7.8M
31.2K $3.45M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-297K
- 18.28%
$29.23 - $33.51 $8.68M - $9.95M
1.33M $43.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-139K
- 89.7%
$38.33 - $42.48 $5.32M - $5.9M
16K $670K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-281K
- 18.0%
$24.86 - $26.33 $7M - $7.41M
1.28M $33.5M
EFG
Msci Eafe Growth ETF

ETFs
-102K
- 7.53%
$96.84 - $108.77 $9.91M - $11.1M
1.26M $135M
IVW
Ishares S&P 500 Growth ETF

ETFs
-55.6K
- 7.86%
$84.77 - $97.13 $4.72M - $5.4M
652K $62.4M
NEAR
Blackrock Short Maturity Bond

ETFs
-63.2K
- 30.18%
$50.09 - $51.31 $3.17M - $3.24M
146K $7.5M
ISRG
Intuitive Surgical Inc

Healthcare
-7.82K
- 34.54%
$416.14 - $494.01 $3.26M - $3.86M
14.8K $7.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-24.1K
- 3.16%
$85.84 - $85.84 $2.07M - $2.07M
739K $63.5M
BA
Boeing CO

Industrials
-2.22K
- 3.0%
$152.04 - $190.6 $338K - $424K
71.9K $10.9M
IXC
Ishares Tr Global Energy ETF

ETFs
-55.8K
- 49.01%
$38.94 - $42.35 $2.17M - $2.36M
58K $2.35M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-40K
- 36.35%
$65.06 - $71.72 $2.6M - $2.87M
70.1K $4.98M
GD
General Dynamics Corp

Industrials
-8K
- 29.42%
$279.51 - $308.09 $2.24M - $2.47M
19.2K $5.8M
SYK
Stryker Corp

Healthcare
-6.27K
- 23.8%
$315.94 - $371.96 $1.98M - $2.33M
20.1K $7.25M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-324K
- 78.55%
$5.32 - $5.92 $1.72M - $1.92M
88.4K $515K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-15.6K
- 74.49%
$97.81 - $108.79 $1.53M - $1.7M
5.36K $582K
MCK
Mckesson Corp

Healthcare
-2.18K
- 48.19%
$479.06 - $630.38 $1.04M - $1.37M
2.34K $1.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29.3K
- 15.11%
$50.25 - $50.74 $1.47M - $1.48M
164K $8.34M
EW
Edwards Lifesciences Corp

Healthcare
-2.17K
- 4.49%
$59.7 - $93.78 $130K - $204K
46.2K $3.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-437K
- 5.46%
$60.84 - $67.51 $26.6M - $29.5M
7.56M $510M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-25K
- 41.19%
$37.45 - $52.79 $937K - $1.32M
35.7K $1.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-14.7K
- 28.02%
$106.11 - $113.72 $1.56M - $1.67M
37.7K $4.26M
USXF
Ishares Esg Advanced Msci Usa

Technology
-28.8K
- 72.65%
$43.59 - $49.35 $1.25M - $1.42M
10.8K $531K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-63.9K
- 9.19%
$18.74 - $20.92 $1.2M - $1.34M
632K $12.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-21.8K
- 8.86%
$76.38 - $78.87 $1.66M - $1.72M
224K $17.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-32K
- 8.25%
$71.45 - $75.64 $2.29M - $2.42M
356K $26.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-63.9K
- 7.37%
$61.11 - $67.85 $3.9M - $4.33M
803K $54.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-8.16K
- 55.16%
$138.82 - $162.76 $1.13M - $1.33M
6.63K $1.08M
COP
Conocophillips

Energy
-4.63K
- 5.96%
$102.3 - $116.61 $474K - $540K
73.1K $7.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-11.9K
- 26.81%
$100.09 - $100.69 $1.19M - $1.19M
32.4K $3.26M
INTC
Intel Corp

Technology
-15.2K
- 14.07%
$18.9 - $34.87 $287K - $529K
92.7K $2.17M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-17.7K
- 64.0%
$64.43 - $67.09 $1.14M - $1.19M
9.95K $663K
AVIG
American Centy ETF Tr Avantis

ETFs
-27.4K
- 69.73%
$40.41 - $42.73 $1.11M - $1.17M
11.9K $506K
NVO
Novo Nordisk A S

Healthcare
-1.67K
- 4.45%
$119.07 - $145.42 $199K - $243K
35.8K $4.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-48.4K
- 42.0%
$22.38 - $23.66 $1.08M - $1.15M
66.9K $1.57M
MRK
Merck & Co., Inc.

Healthcare
-1.82K
- 2.32%
$111.15 - $128.97 $202K - $234K
76.3K $8.66M
PH
Parker Hannifin Corp

Industrials
-3.97K
- 32.91%
$501.01 - $635.92 $1.99M - $2.53M
8.1K $5.12M
PHYL
Pgim ETF Tr

ETFs
-29.1K
- 64.82%
$34.24 - $35.8 $997K - $1.04M
15.8K $565K
MNA
Iq Merger Arbitrage ETF

ETFs
-32.3K
- 20.98%
$31.58 - $32.99 $1.02M - $1.06M
121K $3.99M
ENVX
Enovix Corp

Industrials
-41.4K
- 54.9%
$7.61 - $18.31 $315K - $759K
34K $317K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-39.6K
- 12.44%
$36.98 - $41.55 $1.46M - $1.64M
278K $11.4M
EMB
Ishares Tr

ETFs
-29K
- 7.57%
$87.75 - $93.74 $2.55M - $2.72M
354K $33.2M
PFE
Pfizer Inc

Healthcare
-29K
- 19.04%
$27.7 - $31.39 $803K - $910K
123K $3.57M
PSX
Phillips 66

Energy
-2.59K
- 7.76%
$125.0 - $147.17 $324K - $382K
30.8K $4.05M
Activity Summary
Buys All Purchases 771 New Holdings 112 Increased Positions 659 Sells All Sells 571 Reductions 571 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email