Resources Investment Advisors, Llc. Reduced Holdings in Q1 2025

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-578K
- 41.22%
$96.1 - $106.37 $55.5M - $61.5M
824K $82.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-404K
- 5.33%
$64.88 - $72.1 $26.2M - $29.1M
7.17M $471M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.78M
- 75.63%
$25.54 - $27.64 $45.5M - $49.2M
574K $15.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-388K
- 30.28%
$54.25 - $57.64 $21M - $22.3M
893K $49.2M
AAPL
Apple Inc.

Technology
-15.2K
- 2.34%
$209.68 - $247.1 $3.19M - $3.76M
635K $141M
EFV
Msci Eafe Value ETF

ETFs
-593K
- 24.67%
$51.88 - $60.73 $30.7M - $36M
1.81M $107M
IFRA
Ishares Tr

ETFs
-312K
- 92.58%
$44.8 - $49.25 $14M - $15.3M
25K $1.13M
MUB
Ishares National Muni Bond ETF

ETFs
-127K
- 15.88%
$104.71 - $107.69 $13.3M - $13.6M
671K $70.7M
IYW
Ishares Dj Us Tech ETF

ETFs
-485
- 0.07%
$140.44 - $166.79 $68.1K - $80.9K
657K $92.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.2K
- 3.62%
$190.26 - $242.06 $2.32M - $2.95M
325K $61.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-135K
- 30.53%
$81.83 - $82.73 $11M - $11.2M
307K $25.4M
GOOGL
Alphabet Inc.

Communication Services
-12.5K
- 4.99%
$154.33 - $206.19 $1.93M - $2.58M
238K $36.8M
QCOM
Qualcomm Inc

Technology
-67.4K
- 69.14%
$151.94 - $175.86 $10.2M - $11.8M
30.1K $4.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-58.6K
- 10.6%
$92.45 - $106.69 $5.42M - $6.25M
494K $45.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-348K
- 17.95%
$21.75 - $24.28 $7.57M - $8.46M
1.59M $35.1M
MBB
Ishares Tr

ETFs
-138K
- 8.2%
$90.37 - $94.08 $12.5M - $13M
1.55M $145M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.32K
- 2.89%
$554.06 - $615.85 $3.5M - $3.89M
212K $119M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-272K
- 14.45%
$21.23 - $23.75 $5.77M - $6.46M
1.61M $34.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-203K
- 19.62%
$25.58 - $29.24 $5.19M - $5.93M
831K $21.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-119K
- 74.43%
$56.17 - $59.71 $6.67M - $7.09M
40.8K $2.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-277K
- 18.26%
$25.77 - $27.6 $7.15M - $7.66M
1.24M $33M
VTI
Vanguard Total Stock Market Et

ETFs
-13.4K
- 6.91%
$271.18 - $303.12 $3.64M - $4.07M
181K $49.7M
AVGO
Broadcom Inc.

Technology
-1.41K
- 1.43%
$167.43 - $244.7 $236K - $345K
96.9K $16.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.2K
- 5.91%
$222.15 - $428.22 $489K - $943K
35.1K $9.09M
VUG
Vanguard Growth ETF

ETFs
-10.4K
- 19.98%
$369.1 - $427.61 $3.83M - $4.44M
41.6K $15.4M
CRM
Salesforce, Inc.

Technology
-9.57K
- 20.61%
$268.36 - $359.95 $2.57M - $3.45M
36.9K $9.89M
AVUS
American Centy ETF Tr Avantis

ETFs
-22.5K
- 2.91%
$90.7 - $101.57 $2.04M - $2.29M
750K $69.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-63.6K
- 9.53%
N/A
603K $51.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-314K
- 7.4%
$22.46 - $23.26 $7.05M - $7.3M
3.93M $91.1M
GOOG
Alphabet Inc.

Communication Services
-5.16K
- 4.45%
$156.06 - $207.71 $805K - $1.07M
111K $17.3M
KEYS
Keysight Technologies, Inc.

Technology
-29.1K
- 91.19%
$148.16 - $185.11 $4.31M - $5.39M
2.81K $420K
BDX
Becton Dickinson & CO

Healthcare
-20.5K
- 64.7%
$222.79 - $249.08 $4.56M - $5.1M
11.2K $2.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-134K
- 23.43%
$23.16 - $27.04 $3.11M - $3.63M
438K $10.3M
FTV
Fortive Corp

Technology
-58.8K
- 91.47%
$71.82 - $82.98 $4.22M - $4.88M
5.48K $400K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.73K
- 7.62%
$551.42 - $612.93 $2.61M - $2.9M
57.4K $32.1M
PH
Parker Hannifin Corp

Industrials
-6.57K
- 81.72%
$591.65 - $707.05 $3.89M - $4.65M
1.47K $893K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44.5K
- 39.51%
$95.85 - $99.25 $4.26M - $4.41M
68.1K $6.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.45K
- 9.47%
$468.34 - $539.52 $2.08M - $2.4M
42.5K $19.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-129K
- 56.25%
$29.34 - $31.31 $3.79M - $4.04M
100K $2.98M
BX
Blackstone Inc.

Financial Services
-17K
- 49.79%
$136.53 - $186.74 $2.32M - $3.17M
17.1K $2.39M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-37.1K
- 9.09%
$74.34 - $81.0 $2.76M - $3.01M
371K $28.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-73.6K
- 6.19%
$32.57 - $35.82 $2.4M - $2.64M
1.12M $37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.2K
- 7.06%
$102.49 - $119.96 $1.25M - $1.46M
161K $16.8M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-14.7K
- 44.87%
$173.56 - $210.67 $2.55M - $3.1M
18K $3.13M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-49.8K
- 79.72%
$51.45 - $58.51 $2.56M - $2.91M
12.7K $656K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-50.7K
- 88.53%
$49.34 - $55.91 $2.5M - $2.83M
6.57K $329K
FTCS
First Trust Capital Strength E

ETFs
-32.1K
- 55.72%
$86.39 - $91.35 $2.77M - $2.93M
25.5K $2.29M
FVD
First Tr Value Line Divid Inde

ETFs
-60.7K
- 83.61%
$42.61 - $45.51 $2.59M - $2.76M
11.9K $530K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.81K
- 4.18%
$165.25 - $224.62 $464K - $630K
64.3K $10.7M
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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