Resources Investment Advisors, Llc. Sells in Q2 2025

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.39M
- 19.42%
$58.41 - $72.69 $81.3M - $101M
5.78M $420M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-986K
- 12.8%
$45.12 - $46.23 $44.5M - $45.6M
6.72M $311M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-771K
- 86.39%
$50.08 - $63.14 $38.6M - $48.7M
122K $7.67M
HEFA
Ishares Currency Hedged Msci E

ETFs
-725K
- 76.73%
$32.11 - $38.21 $23.3M - $27.7M
220K $8.34M
AAPL
Apple Inc.

Technology
-51K
- 8.02%
$172.42 - $223.89 $8.79M - $11.4M
584K $120M
AVUS
American Centy ETF Tr Avantis

ETFs
-169K
- 22.57%
$81.38 - $100.82 $13.8M - $17.1M
581K $58.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-206K
- 27.67%
$59.32 - $74.36 $12.2M - $15.3M
537K $39.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-403K
- 80.21%
$22.4 - $23.8 $9.02M - $9.58M
99.3K $2.36M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-352K
- 39.1%
$25.27 - $27.14 $8.89M - $9.55M
548K $14.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-160K
- 71.54%
$47.55 - $50.44 $7.61M - $8.08M
63.7K $3.2M
GE
General Electric CO

Industrials
-36.5K
- 58.64%
$166.81 - $257.39 $6.08M - $9.38M
25.7K $6.62M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-108K
- 23.69%
$50.1 - $51.02 $5.4M - $5.5M
347K $17.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-48.1K
- 13.74%
$83.97 - $92.85 $4.04M - $4.47M
302K $26.7M
AME
Ametek Inc

Industrials
-26K
- 92.48%
$151.41 - $182.75 $3.94M - $4.75M
2.12K $382K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-51.6K
- 8.55%
N/A
552K $47.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-60.1K
- 32.77%
$78.98 - $90.1 $4.74M - $5.41M
123K $11.1M
MRVL
Marvell Technology, Inc.

Technology
-65.9K
- 85.51%
$49.38 - $79.97 $3.25M - $5.27M
11.2K $863K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-131K
- 22.78%
$25.48 - $27.78 $3.33M - $3.63M
443K $11.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-114K
- 16.16%
$35.3 - $37.51 $4.02M - $4.27M
591K $22.2M
HYD
Vaneck High Yield Muni ETF

ETFs
-67.1K
- 33.25%
$49.08 - $51.35 $3.3M - $3.45M
135K $6.77M
SYK
Stryker Corp

Healthcare
-10.3K
- 41.59%
$337.37 - $395.63 $3.46M - $4.06M
14.4K $5.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-51.4K
- 53.83%
$62.73 - $78.42 $3.23M - $4.03M
44.1K $3.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.04K
- 1.77%
$483.48 - $539.8 $504K - $562K
57.9K $28.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-286K
- 17.98%
$19.6 - $24.44 $5.61M - $6.99M
1.31M $31.9M
CMF
Ishares California Muni Bond E

ETFs
-54.5K
- 32.83%
$54.52 - $56.7 $2.97M - $3.09M
112K $6.22M
MUB
Ishares National Muni Bond ETF

ETFs
-23.7K
- 3.54%
$102.31 - $105.8 $2.43M - $2.51M
647K $67.6M
V
Visa Inc.

Financial Services
-9.21K
- 20.82%
$308.27 - $373.31 $2.84M - $3.44M
35K $12.4M
GD
General Dynamics Corp

Industrials
-11K
- 59.29%
$247.68 - $291.66 $2.72M - $3.21M
7.55K $2.2M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-45.6K
- 7.03%
$17.61 - $21.46 $803K - $979K
604K $10.7M
COST
Costco Wholesale Corp

Consumer Defensive
-3.39K
- 16.38%
$908.13 - $1056.85 $3.08M - $3.59M
17.3K $17.1M
PG
Procter & Gamble CO

Consumer Defensive
-6.55K
- 5.56%
$157.66 - $172.39 $1.03M - $1.13M
111K $17.7M
ABBV
Abb Vie Inc.

Healthcare
-6.22K
- 13.05%
$170.16 - $206.27 $1.06M - $1.28M
41.5K $7.7M
IAU
Ishares Gold Trust

ETFs
-103K
- 8.33%
$56.1 - $64.74 $5.76M - $6.64M
1.13M $70.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-26K
- 25.95%
$108.06 - $135.3 $2.81M - $3.51M
74.1K $10M
HD
Home Depot, Inc.

Consumer Cyclical
-5.86K
- 19.29%
$335.24 - $380.78 $1.96M - $2.23M
24.5K $8.99M
IEMG
Ishares Inc

ETFs
-38.4K
- 10.82%
N/A
316K $17M
ASML
Asml Holding Nv

Technology
-3.7K
- 55.92%
$595.37 - $815.24 $2.2M - $3.01M
2.91K $2.33M
TAXF
American Centy ETF Tr Diversif

ETFs
-39K
- 34.97%
$47.8 - $49.79 $1.87M - $1.94M
72.6K $3.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.47K
- 10.14%
$390.26 - $489.06 $572K - $716K
13K $5.27M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-50.5K
- 58.07%
$36.2 - $38.97 $1.83M - $1.97M
36.5K $1.42M
JNJ
Johnson & Johnson

Healthcare
-4.66K
- 5.33%
$146.36 - $159.82 $682K - $745K
82.8K $12.6M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-91.5K
- 20.37%
$26.69 - $33.44 $2.44M - $3.06M
358K $11.8M
XOM
Exxon Mobil Corp

Energy
-2.3K
- 1.77%
$99.93 - $119.04 $230K - $274K
128K $13.8M
PWZ
Invesco California Amt Free Mu

ETFs
-69.8K
- 60.5%
$22.71 - $24.18 $1.59M - $1.69M
45.6K $1.06M
CVX
Chevron Corp

Energy
-1.3K
- 2.2%
$133.73 - $168.51 $173K - $218K
57.7K $8.26M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-63.8K
- 22.29%
$40.94 - $52.1 $2.61M - $3.32M
222K $11.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-17.2K
- 6.34%
$85.42 - $94.39 $1.47M - $1.62M
253K $23.8M
VNLA
Janus Henderson Short Duration

ETFs
-30.5K
- 9.51%
$48.74 - $49.2 $1.49M - $1.5M
290K $14.3M
GBF
Ishares Tr

ETFs
-13.7K
- 10.95%
$101.99 - $104.66 $1.4M - $1.43M
112K $11.6M
Activity Summary
Buys All Purchases 698 New Holdings 129 Increased Positions 569 Sells All Sells 687 Reductions 687 Sold out 0 Options Calls 1 Puts 0
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