Resources Investment Advisors, Llc. Sells in Q1 2025

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-4.28K
- 12.94%
$109.66 - $136.26 $469K - $583K
28.8K $3.17M
MTN
Vail Resorts Inc

Consumer Cyclical
-3.37K
- 21.43%
$153.58 - $184.72 $518K - $623K
12.4K $1.98M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-38.7K
- 73.43%
$24.6 - $24.99 $953K - $968K
14K $350K
RBLX
Roblox Corp

Communication Services
-16.6K
- 46.34%
$53.77 - $75.47 $892K - $1.25M
19.2K $1.12M
FV
First Trust Dorsey Wright Focu

ETFs
-14.7K
- 41.82%
$53.91 - $63.03 $790K - $924K
20.4K $1.12M
VTV
Vanguard Value ETF

ETFs
-6.77K
- 10.17%
$167.73 - $179.21 $1.14M - $1.21M
59.8K $10.3M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-80.4K
- 37.7%
$11.17 - $11.61 $898K - $933K
133K $1.49M
META
Meta Platforms, Inc.

Communication Services
-760
- 2.16%
$576.36 - $736.67 $438K - $560K
34.4K $19.8M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-14.7K
- 44.4%
$63.91 - $70.19 $937K - $1.03M
18.4K $1.24M
TAXF
American Centy ETF Tr Diversif

ETFs
-16.2K
- 12.65%
$49.19 - $50.86 $795K - $822K
112K $5.52M
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.4K
- 12.9%
$50.44 - $58.1 $525K - $604K
70.2K $3.62M
NVO
Novo Nordisk A S

Healthcare
-2.19K
- 5.16%
$69.3 - $90.95 $151K - $199K
40.2K $2.79M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.09K
- 10.13%
$161.03 - $235.53 $498K - $728K
27.4K $4.54M
CAT
Caterpillar Inc

Industrials
-672
- 3.62%
$326.75 - $407.63 $220K - $274K
17.9K $5.89M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16K
- 40.31%
$49.78 - $53.19 $798K - $853K
23.7K $1.21M
AXON
Axon Enterprise, Inc.

Industrials
-1.23K
- 49.12%
$496.65 - $710.01 $612K - $875K
1.28K $671K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-9.92K
- 6.32%
$94.87 - $96.11 $941K - $954K
147K $14.1M
SPMD
Spdr Portfolio

ETFs
-6.84K
- 5.47%
$50.21 - $57.73 $343K - $395K
118K $6.05M
PKG
Packaging Corp Of America

Consumer Cyclical
-3.31K
- 71.92%
$192.03 - $242.13 $636K - $802K
1.29K $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.85K
- 31.67%
$237.72 - $276.98 $677K - $789K
6.14K $1.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.2K
- 2.35%
$50.17 - $51.45 $514K - $527K
426K $21.5M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-18.1K
- 58.16%
$42.36 - $43.8 $767K - $793K
13K $565K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.49K
- 29.05%
$89.18 - $104.04 $579K - $675K
15.8K $1.45M
MSCI
Msci Inc.

Financial Services
-1.15K
- 52.48%
$541.46 - $628.34 $624K - $724K
1.04K $590K
STLA
Stellantis N.V.

Consumer Cyclical
-27.8K
- 12.4%
$11.21 - $14.21 $311K - $395K
196K $2.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-9.72K
- 13.32%
$97.25 - $104.79 $945K - $1.02M
63.2K $6.56M
CDNS
Cadence Design Systems Inc

Technology
-2.02K
- 51.8%
$233.96 - $324.52 $472K - $655K
1.88K $477K
IYH
Ishares Tr

ETFs
-18.7K
- 10.75%
$58.32 - $62.76 $1.09M - $1.17M
155K $9.44M
CL
Colgate Palmolive CO

Consumer Defensive
-7.59K
- 49.78%
$85.68 - $97.5 $650K - $740K
7.65K $717K
CMF
Ishares California Muni Bond E

ETFs
-8.65K
- 4.95%
$55.93 - $57.47 $484K - $497K
166K $9.35M
SPGI
S&P Global Inc.

Financial Services
-1.48K
- 16.29%
$478.26 - $543.77 $706K - $803K
7.59K $3.85M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-3.28K
- 4.02%
$61.55 - $71.27 $202K - $234K
78.4K $4.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-8.76K
- 12.29%
$106.22 - $111.09 $930K - $973K
62.5K $6.95M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16.1K
- 57.62%
$37.07 - $40.63 $598K - $656K
11.9K $467K
VFH
Vanguard Financial ETF

ETFs
-5.1K
- 55.19%
$114.07 - $127.34 $582K - $650K
4.14K $495K
PEP
Pepsico Inc

Consumer Defensive
-3.03K
- 5.14%
$142.64 - $156.42 $432K - $474K
55.9K $8.39M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-8.53K
- 19.34%
$73.78 - $76.59 $630K - $654K
35.6K $2.73M
APH
Amphenol Corp

Technology
-7.72K
- 45.79%
$61.62 - $78.55 $476K - $606K
9.14K $599K
KMI
Kinder Morgan, Inc.

Energy
-21.7K
- 44.85%
$26.1 - $31.22 $567K - $678K
26.7K $761K
EMR
Emerson Electric CO

Industrials
-1.81K
- 7.08%
$108.64 - $131.17 $197K - $237K
23.7K $2.6M
MA
Mastercard Inc

Financial Services
-1.56K
- 11.36%
$504.67 - $576.31 $785K - $896K
12.1K $6.65M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.41K
- 36.19%
$77.33 - $90.16 $419K - $488K
9.54K $748K
ETN
Eaton Corp PLC

Industrials
-399
- 5.52%
$271.83 - $371.23 $108K - $148K
6.83K $1.86M
VIG
Vanguard Dividend Appreciation

ETFs
-2.95K
- 2.83%
N/A
101K $18.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-15.7K
- 4.17%
$39.96 - $43.3 $627K - $679K
361K $14.9M
CSX
Csx Corp

Industrials
-9.62K
- 10.9%
$29.11 - $33.67 $280K - $324K
78.6K $2.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5.47K
- 33.48%
$100.59 - $103.47 $551K - $566K
10.9K $1.13M
ACN
Accenture PLC

Technology
-383
- 3.93%
$300.91 - $398.25 $115K - $153K
9.36K $2.92M
GRMN
Garmin LTD

Technology
-2.7K
- 35.84%
$204.55 - $241.93 $552K - $653K
4.83K $1.05M
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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