Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $8.43 Billion
  • Q3 2024

Resources Investment Advisors, Llc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.43 Billion distributed in 1432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $510M, Ishares Core Total Usd Bond Ma with a value of $402M, Schwab Strategic Tr Us Large C with a value of $225M, Ishares Msci Usa Quality Facto with a value of $193M, and Blackrock ETF Tr U S Equity Fa with a value of $181M.

Examining the 13F form we can see an increase of $622M in the current position value, from $7.81B to 8.43B.

Resources Investment Advisors, Llc. is based out at Overland Park, KS

Below you can find more details about Resources Investment Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $8.43 Billion
ETFs: $6.57 Billion
Technology: $549 Million
Financial Services: $250 Million
Healthcare: $231 Million
Consumer Cyclical: $205 Million
Industrials: $190 Million
Communication Services: $124 Million
Consumer Defensive: $108 Million
Other: $142 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$160 Million 1.9% of portfolio
686,330
Q3 2024 Reduced 0.66%
$3.25T
$116 Million 1.37% of portfolio
268,484
Q3 2024 Added 3.19%
$2.29T
$69.4 Million 0.82% of portfolio
372,440
Q3 2024 Added 1.44%
$336B
$53.7 Million 0.64% of portfolio
442,256
Q3 2024 Reduced 20.46%
$1.14T
$45 Million 0.53% of portfolio
271,488
Q3 2024 Added 3.69%
$58.2B
$36.2 Million 0.43% of portfolio
575,745
Q3 2024 Reduced 1.31%
$697B
$29.9 Million 0.35% of portfolio
141,738
Q3 2024 Reduced 1.97%
$590B
$26.4 Million 0.31% of portfolio
57,270
Q3 2024 Added 6.58%
$1.32T
$24.8 Million 0.29% of portfolio
43,343
Q3 2024 Added 0.44%
$1.17T
$21.1 Million 0.25% of portfolio
126,226
Q3 2024 Added 3.75%
$250B
$19.9 Million 0.24% of portfolio
246,997
Q3 2024 Reduced 0.14%
$89.4B
$18.2 Million 0.22% of portfolio
105,761
Q3 2024 Added 867.53%
$422B
$18.9 Million 0.22% of portfolio
21,342
Q3 2024 Reduced 0.67%
$441B
$18.2 Million 0.22% of portfolio
154,946
Q3 2024 Added 10.92%
$468B
$17.7 Million 0.21% of portfolio
30,233
Q3 2024 Reduced 11.67%
$519B
$17.6 Million 0.21% of portfolio
64,078
Q3 2024 Reduced 5.51%
$730B
$14.3 Million 0.17% of portfolio
16,092
Q3 2024 Reduced 0.53%
$378B
$14.6 Million 0.17% of portfolio
90,243
Q3 2024 Reduced 5.9%
$215B
$14.6 Million 0.17% of portfolio
47,815
Q3 2024 Reduced 2.13%
$398B
$14.2 Million 0.17% of portfolio
82,244
Q3 2024 Reduced 6.84%
$402B
$13.6 Million 0.16% of portfolio
33,656
Q3 2024 Reduced 3.06%
$344B
$13.6 Million 0.16% of portfolio
49,548
Q3 2024 Reduced 7.38%
$192B
$13 Million 0.15% of portfolio
79,024
Q3 2024 Added 14.24%
$122B
$12.3 Million 0.15% of portfolio
44,317
Q3 2024 Reduced 0.87%
$1.33T
$11.6 Million 0.14% of portfolio
44,330
Q3 2024 Added 6.79%
$106B
$10.9 Million 0.13% of portfolio
71,869
Q3 2024 Reduced 3.0%
$1.02T
$10.7 Million 0.13% of portfolio
61,701
Q3 2024 Added 5.47%
$310B
$10.1 Million 0.12% of portfolio
51,073
Q3 2024 Reduced 9.08%
$184B
$9.95 Million 0.12% of portfolio
52,780
Q3 2024 Added 66.05%
$2.12B
$10.5 Million 0.12% of portfolio
88,292
Q3 2024 Added 0.11%
$2.23B
$9.83 Million 0.12% of portfolio
539,850
Q3 2024 Reduced 0.29%
$354B
$9.14 Million 0.11% of portfolio
230,220
Q3 2024 Reduced 1.95%
$280B
$9.45 Million 0.11% of portfolio
64,205
Q3 2024 Added 0.22%
$211B
$9.27 Million 0.11% of portfolio
54,511
Q3 2024 Reduced 3.41%
$267B
$9.02 Million 0.11% of portfolio
159,706
Q3 2024 Added 11.63%
$504B
$8.67 Million 0.1% of portfolio
17,548
Q3 2024 Added 4.73%
$248B
$8.66 Million 0.1% of portfolio
76,301
Q3 2024 Reduced 2.32%
$205B
$8.36 Million 0.1% of portfolio
13,516
Q3 2024 Reduced 4.38%
$193B
$7.52 Million 0.09% of portfolio
19,215
Q3 2024 Added 2.47%
$270B
$7.49 Million 0.09% of portfolio
104,269
Q3 2024 Reduced 1.62%
$121B
$7.7 Million 0.09% of portfolio
73,105
Q3 2024 Reduced 5.96%
$185B
$7.29 Million 0.09% of portfolio
14,829
Q3 2024 Reduced 34.54%
$128B
$7.43 Million 0.09% of portfolio
12,702
Q3 2024 Reduced 2.87%
$457B
$7.91 Million 0.09% of portfolio
46,423
Q3 2024 Added 1.13%
$138B
$7.25 Million 0.09% of portfolio
20,068
Q3 2024 Reduced 23.8%
$223B
$6.74 Million 0.08% of portfolio
24,860
Q3 2024 Reduced 6.65%
$64.9B
$6.78 Million 0.08% of portfolio
28,118
Q3 2024 Reduced 3.95%
$240B
$6.8 Million 0.08% of portfolio
127,683
Q3 2024 Reduced 4.04%
$10.5B
$6.78 Million 0.08% of portfolio
99,608
Q3 2024 Reduced 3.63%

Summary

  • Portfolio
  • No. of Stocks 1,432
  • Current Value $8.43 Billion
  • Prior Value $7.81 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 112 stocks
  • Additional Purchases 659 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 571 stocks
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