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
LEN
Lennar Corp

Consumer Cyclical
-22
- 0.25%
$113.93 - $141.54 $2.51K - $3.11K
8.71K $999K
MLN
Vaneck Long Muni ETF

ETFs
-4.9K
- 2.26%
$17.22 - $18.0 $84.4K - $88.2K
212K $3.69M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-6.22K
- 36.3%
$30.71 - $30.87 $191K - $192K
10.9K $336K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-3.56K
- 9.75%
$41.06 - $44.04 $146K - $157K
32.9K $1.37M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-249
- 6.53%
$254.58 - $302.92 $63.4K - $75.4K
3.56K $910K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.14K
- 19.89%
$114.9 - $139.6 $131K - $159K
4.59K $539K
DESP
Despegar.Com, Corp.

Consumer Cyclical
-7.72K
- 8.77%
$18.51 - $19.36 $143K - $149K
80.3K $1.51M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-3.72K
- 21.73%
$50.03 - $50.27 $186K - $187K
13.4K $671K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.65K
- 5.74%
$37.4 - $39.42 $136K - $144K
59.9K $2.26M
APO
Apollo Global Management, Inc.

Financial Services
-733
- 25.34%
$126.01 - $172.06 $92.4K - $126K
2.16K $295K
MO
Altria Group, Inc.

Consumer Defensive
-9.95K
- 18.52%
$50.81 - $60.02 $506K - $597K
43.8K $2.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-149
- 1.38%
$222.66 - $268.42 $33.2K - $40K
10.6K $2.48M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.45K
- 30.3%
$24.1 - $24.34 $180K - $181K
17.1K $417K
CBRE
Cbre Group, Inc.

Real Estate
-1.3K
- 12.17%
$121.79 - $147.13 $158K - $191K
9.35K $1.22M
IXN
Ishares Global Information Tec

ETFs
-441
- 2.88%
$75.73 - $88.4 $33.4K - $39K
14.9K $1.12M
TXN
Texas Instruments Inc

Technology
-860
- 4.2%
N/A
19.6K $3.82M
MGM
Mgm Resorts International

Consumer Cyclical
-3.31K
- 24.16%
$29.64 - $40.37 $98K - $134K
10.4K $307K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.88K
- 27.76%
$142.8 - $176.36 $268K - $331K
4.89K $843K
AON
Aon PLC

Financial Services
-1.32K
- 14.48%
$348.44 - $409.32 $459K - $539K
7.77K $3.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.79K
- 13.37%
$25.81 - $28.52 $201K - $222K
50.5K $1.39M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
-8.23K
- 11.5%
$10.29 - $12.88 $84.6K - $106K
63.3K $695K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.09K
- 4.89%
$47.09 - $50.46 $98.4K - $105K
40.6K $1.94M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.52K
- 4.33%
$55.48 - $59.47 $84.2K - $90.3K
33.5K $1.9M
IWS
Ishares Russell Midcap Value E

ETFs
-1.15K
- 38.83%
$122.59 - $135.24 $141K - $155K
1.81K $228K
O
Realty Income Corp

Real Estate
-3.48K
- 29.43%
$51.67 - $58.49 $180K - $204K
8.35K $484K
SPG
Simon Property Group Inc

Real Estate
-620
- 9.82%
$159.48 - $187.78 $98.9K - $116K
5.69K $945K
HYG
Ishares Tr

ETFs
-1.89K
- 7.4%
$78.51 - $80.11 $148K - $151K
23.6K $1.86M
MEAR
Blackrock Short Maturity Munic

ETFs
-3.31K
- 3.71%
$49.97 - $50.36 $165K - $167K
85.7K $4.31M
FIS
Fidelity National Information Services, Inc.

Technology
-175
- 0.84%
$68.12 - $83.42 $11.9K - $14.6K
20.7K $1.54M
SUB
Ishares Short Term National Mu

ETFs
-1.35K
- 4.85%
$105.3 - $106.24 $142K - $143K
26.4K $2.79M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.16K
- 3.38%
$45.21 - $50.33 $52.4K - $58.3K
33.1K $1.51M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-2.1K
- 31.41%
$64.46 - $66.33 $135K - $139K
4.58K $299K
EVRG
Evergy, Inc.

Utilities
-2.58K
- 42.03%
$59.9 - $69.52 $155K - $180K
3.56K $245K
ECL
Ecolab Inc.

Basic Materials
-1.03K
- 15.43%
$229.72 - $269.82 $237K - $278K
5.65K $1.43M
PHYL
Pgim ETF Tr

ETFs
-3.83K
- 33.1%
$34.67 - $35.44 $133K - $136K
7.74K $269K
IRM
Iron Mountain Inc

Real Estate
-267
- 4.69%
$82.79 - $111.31 $22.1K - $29.7K
5.43K $467K
PEAK
Healthpeak Properties, Inc.

Real Estate
-6.95K
- 33.75%
N/A
13.6K $258K
MMYT
Make My Trip LTD

Consumer Cyclical
-1.52K
- 34.46%
N/A
2.9K $249K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-27
- 0.66%
$211.47 - $267.17 $5.71K - $7.21K
4.06K $858K
TROW
Price T Rowe Group Inc

Financial Services
-223
- 4.37%
$91.57 - $116.93 $20.4K - $26.1K
4.88K $448K
SNOW
Snowflake Inc.

Technology
-712
- 23.06%
$146.16 - $192.78 $104K - $137K
2.38K $347K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-777
- 23.17%
$119.87 - $145.05 $93.1K - $113K
2.58K $322K
BALL
Ball Corp

Consumer Cyclical
-1.44K
- 7.49%
$49.04 - $56.53 $70.7K - $81.5K
17.8K $926K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.26K
- 26.69%
$62.43 - $84.12 $78.8K - $106K
3.47K $225K
CTVA
Corteva, Inc.

Basic Materials
-3.6K
- 20.99%
$55.94 - $66.15 $202K - $238K
13.6K $853K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.34K
- 14.13%
$51.26 - $52.53 $120K - $123K
14.2K $734K
PULS
Pgim ETF Tr

ETFs
-2.6K
- 6.76%
$49.56 - $49.78 $129K - $129K
35.9K $1.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.3K
- 20.41%
$56.12 - $68.15 $241K - $293K
16.8K $1.14M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2K
- 18.51%
$49.36 - $53.08 $98.7K - $106K
8.8K $439K
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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