Resources Investment Advisors, Llc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.37 Billion distributed in 1458 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 $420M, Ishares Core Total Usd Bond Ma with a value of $311M, Schwab Strategic Tr Us Large C with a value of $212M, Ishares Msci Usa Quality Facto with a value of $202M, and Blackrock ETF Tr U S Equity Fa with a value of $194M.

Examining the 13F form we can see an increase of $368M in the current position value, from $8.01B to 8.37B.

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 $8.37 Billion
ETFs: $6.62 Billion
Technology: $538 Million
Financial Services: $249 Million
Healthcare: $201 Million
Consumer Cyclical: $188 Million
Industrials: $175 Million
Communication Services: $117 Million
Consumer Defensive: $103 Million
Other: $127 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,458
  • Current Value $8.37 Billion
  • Prior Value $8.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 129 stocks
  • Additional Purchases 569 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 687 stocks
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