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
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-6.76K
- 11.11%
$49.75 - $50.27 $336K - $340K
54.1K $2.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.6K
- 16.32%
$33.84 - $37.77 $493K - $550K
74.6K $2.72M
CTSH
Cognizant Technology Solutions Corp

Technology
-4.22K
- 47.19%
$75.32 - $90.7 $318K - $383K
4.72K $361K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-8.29K
- 32.72%
$34.83 - $38.02 $289K - $315K
17K $599K
GS
Goldman Sachs Group Inc

Financial Services
-405
- 10.82%
$524.81 - $672.19 $213K - $272K
3.34K $1.82M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-205
- 6.51%
$243.0 - $367.0 $49.8K - $75.2K
2.94K $717K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-7.33K
- 10.59%
$47.59 - $48.35 $349K - $355K
61.9K $2.99M
ALLY
Ally Financial Inc.

Financial Services
-10.3K
- 7.5%
$32.99 - $40.09 $341K - $414K
127K $4.64M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-6.9K
- 9.65%
$40.29 - $42.24 $278K - $291K
64.6K $2.64M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-787
- 6.07%
$65.15 - $91.81 $51.3K - $72.3K
12.2K $794K
AVDE
American Centy ETF Tr Avantis

ETFs
-64.3K
- 7.97%
$60.63 - $68.55 $3.9M - $4.41M
743K $49.2M
PAYX
Paychex Inc

Industrials
-3.37K
- 22.2%
$136.06 - $154.52 $459K - $521K
11.8K $1.82M
IYF
Ishares Tr

ETFs
-4.53K
- 4.95%
$107.69 - $119.37 $487K - $540K
87K $9.81M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-12.3K
- 38.16%
$24.41 - $24.65 $301K - $304K
20K $489K
GPN
Global Payments Inc

Industrials
-682
- 4.13%
$92.18 - $113.03 $62.9K - $77.1K
15.8K $1.55M
WMG
Warner Music Group Corp.

Communication Services
-9.67K
- 54.52%
$29.3 - $36.3 $283K - $351K
8.06K $252K
FCNCA
First Citizens Bancshares Inc

Financial Services
-44
- 5.36%
$1728.36 - $2231.14 $76K - $98.2K
777 $1.44M
CMI
Cummins Inc

Industrials
-457
- 10.77%
$312.92 - $386.07 $143K - $176K
3.79K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.22K
- 7.49%
$30.73 - $32.26 $222K - $233K
89.2K $2.74M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-1.81K
- 6.14%
$32.41 - $44.87 $58.6K - $81.1K
27.6K $896K
ITA
Ishares Tr

ETFs
-2.08K
- 40.81%
$144.84 - $159.5 $301K - $332K
3.02K $461K
IBB
Ishares Biotechnology ETF

ETFs
-1.85K
- 20.93%
$127.9 - $140.56 $237K - $261K
7K $895K
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.51K
- 38.57%
$63.77 - $71.36 $287K - $322K
7.18K $494K
UL
Unilever PLC

Consumer Defensive
-5.74K
- 19.69%
$54.72 - $60.29 $314K - $346K
23.4K $1.39M
TDIV
First Trust Nasdaq Technology

ETFs
-2.9K
- 32.68%
$73.39 - $83.95 $213K - $243K
5.97K $439K
OSCR
Oscar Health, Inc.

Healthcare
-15.8K
- 10.43%
$12.83 - $17.3 $203K - $274K
136K $1.78M
ROST
Ross Stores, Inc.

Consumer Cyclical
-626
- 8.56%
$123.3 - $154.95 $77.2K - $97K
6.69K $854K
EPD
Enterprise Products Partners L.P.

Energy
-11.7K
- 21.76%
$31.75 - $34.14 $370K - $398K
41.9K $1.43M
SHOP
Shopify Inc.

Technology
-577
- 3.23%
$90.59 - $129.31 $52.3K - $74.6K
17.3K $1.65M
RNR
Renaissancere Holdings LTD

Financial Services
-803
- 12.74%
$226.55 - $263.22 $182K - $211K
5.5K $1.32M
GIS
General Mills Inc

Consumer Defensive
-3.14K
- 23.81%
$57.56 - $65.3 $181K - $205K
10.1K $601K
PFE
Pfizer Inc

Healthcare
-2.72K
- 1.9%
$25.01 - $27.13 $68.1K - $73.8K
140K $3.56M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-945
- 35.0%
$402.49 - $513.76 $380K - $486K
1.76K $850K
IYE
Ishares Tr

ETFs
-7.28K
- 21.45%
$45.23 - $49.95 $329K - $364K
26.7K $1.31M
CION
Cion Investment Corp

Financial Services
-1.75K
- 0.86%
$10.35 - $12.55 $18.1K - $21.9K
201K $2.08M
PRVA
Privia Health Group, Inc.

Healthcare
-67.9K
- 15.21%
$19.64 - $25.69 $1.33M - $1.74M
378K $8.5M
XLV
Select Sector Spdr Fund Health

ETFs
-2.15K
- 20.13%
$137.61 - $149.68 $296K - $322K
8.53K $1.24M
IYJ
Ishares Tr

ETFs
-1.54K
- 24.8%
$127.48 - $142.0 $197K - $219K
4.68K $609K
MSTR
Microstrategy Inc

Technology
-759
- 45.45%
$239.27 - $396.5 $182K - $301K
911 $262K
CB
Chubb LTD

Financial Services
-1.77K
- 14.44%
$257.71 - $301.99 $456K - $534K
10.5K $3.16M
IWV
Ishares Russell 3000 ETF

ETFs
-619
- 49.36%
$313.1 - $349.83 $194K - $217K
635 $201K
ASML
Asml Holding Nv

Technology
-24
- 0.36%
$662.63 - $776.99 $15.9K - $18.6K
6.61K $4.38M
WRB
Berkley W R Corp

Financial Services
-6.11K
- 35.74%
$56.7 - $71.27 $346K - $435K
11K $781K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.49K
- 23.73%
$275.89 - $345.24 $688K - $860K
8.01K $2.76M
HUBS
Hubspot Inc

Technology
-238
- 39.93%
$571.29 - $819.71 $136K - $195K
358 $204K
XLY
Select Sector Spdr Consumer Di

ETFs
-454
- 10.35%
$192.6 - $233.2 $87.4K - $106K
3.93K $776K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.79K
- 10.56%
$48.43 - $49.9 $280K - $289K
49K $2.44M
PRU
Prudential Financial Inc

Financial Services
-1.06K
- 8.73%
$105.04 - $122.33 $111K - $130K
11.1K $1.24M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.56K
- 6.39%
$39.81 - $42.17 $142K - $150K
52.1K $2.1M
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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