Resources Investment Advisors, Llc. Reduced Holdings in Q4 2024

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-173
- 4.45%
$77.93 - $88.36 $13.5K - $15.3K
3.71K $296K
FXR
First Trust Industrials/Produc

ETFs
-516
- 15.35%
$74.81 - $83.27 $38.6K - $43K
2.85K $212K
PDI
Pimco Dynamic Income Fund

Financial Services
-566
- 3.59%
$18.33 - $20.85 $10.4K - $11.8K
15.2K $278K
SAIA
Saia Inc

Industrials
-131
- 12.96%
$411.44 - $569.08 $53.9K - $74.5K
880 $401K
GGG
Graco Inc

Industrials
-97
- 0.95%
$81.45 - $92.29 $7.9K - $8.95K
10.1K $849K
CMS
Cms Energy Corp

Utilities
-411
- 11.34%
$65.76 - $71.94 $27K - $29.6K
3.21K $214K
NMRK
Newmark Group, Inc.

Real Estate
-724
- 6.31%
$12.79 - $15.98 $9.26K - $11.6K
10.8K $137K
FLMB
Franklin Muni Green Bd ETF

ETFs
-626
- 1.79%
$23.71 - $24.42 $14.8K - $15.3K
34.3K $814K
WMT
Walmart Inc.

Consumer Defensive
-26.7K
- 10.8%
$79.1 - $95.7 $2.11M - $2.55M
220K $19.9M
NIO
Nio Inc.

Consumer Cyclical
-255
- 1.52%
$4.31 - $7.21 $1.1K - $1.84K
16.5K $72K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-56
- 0.94%
$108.6 - $115.42 $6.08K - $6.46K
5.88K $642K
SKM
Sk Telecom CO LTD

Communication Services
-114
- 0.86%
$21.04 - $24.27 $2.4K - $2.77K
13.2K $277K
PRI
Primerica, Inc.

Financial Services
-264
- 4.86%
$265.71 - $304.93 $70.1K - $80.5K
5.17K $1.4M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-924
- 7.88%
$50.07 - $52.35 $46.3K - $48.4K
10.8K $555K
UAL
United Airlines Holdings, Inc.

Industrials
-2.47K
- 48.71%
$55.62 - $102.44 $138K - $253K
2.61K $252K
PIPR
Piper Sandler Companies

Financial Services
-242
- 11.12%
$280.53 - $348.81 $67.9K - $84.4K
1.93K $580K
ARES
Ares Management Corp

Financial Services
-378
- 24.03%
$153.38 - $183.7 $58K - $69.4K
1.2K $211K
IWX
Ishares Tr Russell 200 Value E

ETFs
-267
- 4.56%
$78.25 - $85.17 $20.9K - $22.7K
5.59K $441K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.56K
- 30.76%
$229.85 - $335.91 $359K - $525K
3.52K $1.15M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-282
- 3.78%
$28.89 - $33.95 $8.15K - $9.57K
7.18K $208K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-149
- 1.41%
$46.69 - $49.2 $6.96K - $7.33K
10.4K $487K
EXC
Exelon Corp

Utilities
-289
- 4.16%
$36.22 - $40.97 $10.5K - $11.8K
6.67K $250K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-351
- 5.34%
$104.59 - $118.05 $36.7K - $41.4K
6.22K $675K
USB
Us Bancorp \De\

Financial Services
-2.17K
- 6.32%
$43.98 - $53.66 $95.4K - $116K
32.1K $1.54M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-1.23K
- 20.67%
$58.32 - $85.45 $71.6K - $105K
4.71K $348K
AIG
American International Group, Inc.

Financial Services
-394
- 11.11%
$70.0 - $79.22 $27.6K - $31.2K
3.15K $229K
PRQR
Pro Qr Therapeutics N.V.

Healthcare
-30.1K
- 52.22%
$1.81 - $4.49 $54.4K - $135K
27.5K $75K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-220
- 5.87%
$94.77 - $97.36 $20.8K - $21.4K
3.53K $337K
SGOL
Abrdn Gold ETF Trust

ETFs
-955
- 1.53%
$24.46 - $26.62 $23.4K - $25.4K
61.4K $1.54M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-78
- 0.66%
$13.9 - $17.11 $1.08K - $1.33K
11.8K $168K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-345
- 7.45%
$120.76 - $140.58 $41.7K - $48.5K
4.28K $546K
IYR
Ishares Tr

ETFs
-4
- 0.13%
$90.74 - $102.87 $363 - $411
2.99K $277K
IDNA
Ishares Tr Genomics Immunology

ETFs
-276
- 2.69%
$22.38 - $25.53 $6.18K - $7.05K
9.98K $225K
VTR
Ventas, Inc.

Real Estate
-6
- 0.12%
$57.73 - $66.48 $346 - $399
5.06K $298K
WEC
Wec Energy Group, Inc.

Utilities
-90
- 1.04%
$92.94 - $101.82 $8.36K - $9.16K
8.59K $807K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-85
- 0.5%
$28.56 - $30.02 $2.43K - $2.55K
17K $486K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.5K
- 3.64%
$35.07 - $36.08 $52.6K - $54.1K
39.7K $1.43M
ZBRA
Zebra Technologies Corp

Technology
-134
- 8.31%
$360.09 - $411.94 $48.3K - $55.2K
1.48K $570K
VMC
Vulcan Materials CO

Basic Materials
-137
- 8.86%
$237.95 - $292.31 $32.6K - $40K
1.41K $362K
BMY
Bristol Myers Squibb CO

Healthcare
-4.49K
- 9.36%
$51.92 - $59.94 $233K - $269K
43.5K $2.46M
ABNB
Airbnb, Inc.

Consumer Cyclical
-253
- 11.38%
$125.36 - $147.37 $31.7K - $37.3K
1.97K $258K
ETN
Eaton Corp PLC

Industrials
-81
- 1.11%
$326.96 - $377.52 $26.5K - $30.6K
7.23K $2.4M
TTD
Trade Desk, Inc.

Technology
-717
- 9.27%
$108.7 - $139.51 $77.9K - $100K
7.02K $825K
LNC
Lincoln National Corp

Financial Services
-806
- 7.12%
$30.46 - $36.84 $24.6K - $29.7K
10.5K $333K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-468
- 4.71%
$39.44 - $43.65 $18.5K - $20.4K
9.47K $376K
QPFF
American Centy ETF Tr Quality
-200
- 2.67%
$35.78 - $38.29 $7.16K - $7.66K
7.3K $262K
IEX
Idex Corp

Industrials
-64
- 3.8%
$202.75 - $236.06 $13K - $15.1K
1.62K $339K
MGC
Vanguard Mega Cap ETF

ETFs
-187
- 6.04%
$204.21 - $220.18 $38.2K - $41.2K
2.91K $619K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4
- 0.02%
$51.58 - $52.91 $206 - $212
16.6K $857K
Activity Summary
Buys All Purchases 649 New Holdings 117 Increased Positions 532 Sells All Sells 691 Reductions 691 Sold out 0 Options Calls 0 Puts 0
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