Resources Investment Advisors, Llc. Sells in Q3 2025

Resources Investment Advisors, Llc.

  • $8.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-559K
- 74.19%
$106.99 - $114.46 $59.8M - $64M
195K $22.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-289K
- 49.13%
$171.38 - $197.01 $49.6M - $57M
300K $58.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-430K
- 80.58%
$24.11 - $24.94 $10.4M - $10.7M
104K $2.58M
ISRG
Intuitive Surgical Inc

Healthcare
-15.3K
- 74.33%
$433.66 - $544.47 $6.63M - $8.33M
5.28K $2.36M
EFV
Msci Eafe Value ETF

ETFs
-282K
- 11.35%
$62.79 - $68.42 $17.7M - $19.3M
2.2M $149M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-157K
- 45.29%
$50.82 - $51.09 $7.99M - $8.03M
190K $9.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-304K
- 24.71%
$25.21 - $25.99 $7.67M - $7.9M
926K $23.9M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-282K
- 51.53%
$26.88 - $27.78 $7.59M - $7.84M
266K $7.38M
WDAY
Workday, Inc.

Technology
-29.8K
- 93.93%
$213.69 - $247.69 $6.38M - $7.39M
1.93K $463K
CRM
Salesforce, Inc.

Technology
-24.2K
- 64.99%
$231.66 - $273.65 $5.6M - $6.61M
13K $3.09M
CORP
Pimco Investment Grade Corp Bd

ETFs
-49.1K
- 13.22%
$95.87 - $99.18 $4.7M - $4.87M
322K $31.7M
SYK
Stryker Corp

Healthcare
-8.59K
- 59.68%
$368.57 - $403.53 $3.17M - $3.47M
5.81K $2.15M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-41.2K
- 7.46%
N/A
511K $43.8M
AVUS
American Centy ETF Tr Avantis

ETFs
-74.2K
- 12.78%
$101.2 - $109.16 $7.51M - $8.1M
506K $55M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-24.8K
- 14.52%
$95.22 - $96.21 $2.36M - $2.38M
146K $14M
AVDE
American Centy ETF Tr Avantis

ETFs
-60.8K
- 11.31%
$73.24 - $79.04 $4.45M - $4.81M
477K $37.6M
IEMG
Ishares Inc

ETFs
-35.1K
- 11.1%
N/A
281K $15.1M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-41.6K
- 61.38%
$42.16 - $43.5 $1.75M - $1.81M
26.2K $1.14M
DXCM
Dexcom Inc

Healthcare
-1.2K
- 1.5%
$66.46 - $89.53 $79.6K - $107K
78.7K $5.3M
EMB
Ishares Tr

ETFs
-26.2K
- 7.74%
$91.52 - $95.59 $2.4M - $2.51M
313K $29.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 66.67%
$692600.0 - $759798.0 $1.39M - $1.52M
1 $754K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-57.8K
- 13.05%
$25.67 - $27.21 $1.48M - $1.57M
385K $10.4M
PG
Procter & Gamble CO

Consumer Defensive
-4.42K
- 3.97%
$150.47 - $161.22 $665K - $712K
107K $16.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-35.4K
- 5.98%
$37.14 - $37.85 $1.31M - $1.34M
556K $21M
VNLA
Janus Henderson Short Duration

ETFs
-24.2K
- 8.32%
$48.99 - $49.29 $1.18M - $1.19M
266K $13.1M
NVO
Novo Nordisk A S

Healthcare
-10.2K
- 25.97%
$45.38 - $71.7 $465K - $734K
29.2K $1.62M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-20.7K
- 54.04%
$51.7 - $54.73 $1.07M - $1.13M
17.6K $961K
FSK
Fs Kkr Capital Corp

Financial Services
-13.4K
- 10.17%
$14.93 - $22.48 $199K - $300K
118K $1.76M
META
Meta Platforms, Inc.

Communication Services
-1.09K
- 3.12%
$695.21 - $791.73 $757K - $862K
33.8K $24.8M
BBAX
J P Morgan Betabuilders Develo

ETFs
-16.9K
- 68.29%
$53.96 - $58.06 $914K - $984K
7.87K $443K
NFLX
Netflix Inc

Communication Services
-211
- 4.51%
$1147.87 - $1297.18 $242K - $274K
4.46K $5.35M
UPS
United Parcel Service Inc

Industrials
-4.84K
- 17.58%
$82.58 - $105.54 $399K - $510K
22.7K $1.89M
ELV
Elevance Health, Inc.

Healthcare
-1.29K
- 18.34%
$274.66 - $395.76 $354K - $510K
5.74K $1.85M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-20.4K
- 61.98%
$44.76 - $47.49 $911K - $967K
12.5K $592K
V
Visa Inc.

Financial Services
-1.12K
- 3.18%
$332.09 - $358.86 $370K - $400K
33.9K $11.6M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-41.6K
- 7.93%
$40.12 - $43.16 $1.67M - $1.79M
482K $20.6M
LLY
Eli Lilly & CO

Healthcare
-853
- 7.11%
$625.65 - $812.69 $534K - $693K
11.1K $8.5M
ACN
Accenture PLC

Technology
-1.45K
- 15.94%
$232.56 - $304.78 $338K - $443K
7.67K $1.89M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.01K
- 1.22%
$211.65 - $238.24 $849K - $956K
326K $71.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12K
- 4.74%
$92.18 - $95.14 $1.11M - $1.14M
241K $23M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-10.2K
- 42.93%
$71.6 - $76.11 $733K - $779K
13.6K $1.03M
CI
Cigna Corp

Healthcare
-885
- 8.32%
$262.23 - $334.39 $232K - $296K
9.76K $2.81M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.03K
- 38.9%
$159.87 - $247.68 $324K - $502K
3.18K $565K
KKR
Kkr & Co. Inc.

Financial Services
-4.67K
- 30.63%
$129.95 - $152.16 $606K - $710K
10.6K $1.37M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-10.5K
- 10.03%
N/A
93.8K $5.85M
T
At&T Inc.

Communication Services
-18.5K
- 10.0%
$26.94 - $29.62 $498K - $548K
166K $4.7M
FIS
Fidelity National Information Services, Inc.

Technology
-2.06K
- 6.22%
$63.37 - $82.35 $131K - $170K
31.1K $2.05M
SBUX
Starbucks Corp

Consumer Cyclical
-3.37K
- 6.74%
$81.9 - $96.86 $276K - $327K
46.7K $3.95M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-11.8K
- 26.66%
$50.09 - $50.73 $593K - $601K
32.6K $1.65M
Activity Summary
Buys All Purchases 605 New Holdings 105 Increased Positions 500 Sells All Sells 808 Reductions 808 Sold out 0 Options Calls 1 Puts 0
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