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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$510 Million 6.05% of portfolio
7,559,504
Q3 2024 Reduced 5.46%
$0
$402 Million 4.77% of portfolio
8,539,338
Q3 2024 Added 19.34%
$0
$225 Million 2.67% of portfolio
2,158,425
Q3 2024 Reduced 1.57%
$0
$193 Million 2.29% of portfolio
1,077,455
Q3 2024 Added 1.25%
$0
$181 Million 2.14% of portfolio
3,649,548
Q3 2024 Added 1.0%
$0
$165 Million 1.95% of portfolio
312,240
Q3 2024 Added 9.04%
$0
$157 Million 1.87% of portfolio
1,642,972
Q3 2024 Added 1.67%
$0
$149 Million 1.76% of portfolio
2,584,467
Q3 2024 Added 95.9%
$0
$135 Million 1.6% of portfolio
1,255,594
Q3 2024 Reduced 7.53%
$0
$126 Million 1.5% of portfolio
218,859
Q3 2024 Reduced 2.7%
$0
$114 Million 1.35% of portfolio
2,391,290
Q3 2024 Added 9.82%
$0
$108 Million 1.28% of portfolio
3,136,038
Q3 2024 Added 14.02%
$0
$108 Million 1.28% of portfolio
714,361
Q3 2024 Added 2.11%
$0
$105 Million 1.24% of portfolio
2,429,125
Q3 2024 Added 5.31%
$0
$100 Million 1.19% of portfolio
2,531,792
Q3 2024 Added 23.1%
$0
$97 Million 1.15% of portfolio
1,024,870
Q3 2024 Added 22.44%
$0
$88 Million 1.04% of portfolio
810,380
Q3 2024 Added 4.11%
$0
$85.8 Million 1.02% of portfolio
760,097
Q3 2024 Reduced 0.38%
$0
$78.1 Million 0.93% of portfolio
1,277,756
Q3 2024 Added 25.49%
$0
$78.6 Million 0.93% of portfolio
1,654,617
Q3 2024 Reduced 2.4%
$0
$77.1 Million 0.92% of portfolio
2,427,194
Q3 2024 Added 4.82%
$0
$71.5 Million 0.85% of portfolio
1,398,989
Q3 2024 Reduced 2.79%
$0
$70.8 Million 0.84% of portfolio
744,603
Q3 2024 Added 0.29%
$0
$65.2 Million 0.77% of portfolio
2,241,155
Q3 2024 Added 0.05%
$0
$63.5 Million 0.75% of portfolio
739,484
Q3 2024 Reduced 3.16%
$0
$62.4 Million 0.74% of portfolio
652,040
Q3 2024 Reduced 7.86%
$0
$60 Million 0.71% of portfolio
769,086
Q3 2024 Added 1.45%
$0
$58.4 Million 0.69% of portfolio
487,965
Q3 2024 Added 1.38%
$0
$54.5 Million 0.65% of portfolio
802,832
Q3 2024 Reduced 7.37%
$0
$54.3 Million 0.64% of portfolio
191,830
Q3 2024 Added 1.28%
$0
$47.5 Million 0.56% of portfolio
1,687,423
Q3 2024 Added 83.28%
$0
$44.6 Million 0.53% of portfolio
1,308,301
Q3 2024 Reduced 4.56%
$0
$44 Million 0.52% of portfolio
547,854
Q3 2024 Reduced 1.26%
$0
$43.9 Million 0.52% of portfolio
1,328,055
Q3 2024 Reduced 18.28%
$0
$42.2 Million 0.5% of portfolio
629,040
Q3 2024 Added 0.39%
$0
$42.2 Million 0.5% of portfolio
634,689
Q3 2024 Added 5.43%
$0
$41.5 Million 0.49% of portfolio
498,520
Q3 2024 Added 0.31%
$0
$38.7 Million 0.46% of portfolio
67,453
Q3 2024 Added 5.56%
$0
$38.2 Million 0.45% of portfolio
755,451
Q3 2024 Added 36.86%
$0
$35.5 Million 0.42% of portfolio
133,267
Q3 2024 Added 3.93%
$0
$34.4 Million 0.41% of portfolio
444,613
Q3 2024 Reduced 4.27%
$0
$34.4 Million 0.41% of portfolio
732,705
Q3 2024 Added 2.67%
$0
$33.5 Million 0.4% of portfolio
1,282,439
Q3 2024 Reduced 18.0%
$0
$33.2 Million 0.39% of portfolio
399,196
Q3 2024 Added 214.62%
$0
$33.2 Million 0.39% of portfolio
354,405
Q3 2024 Reduced 7.57%
$0
$31.5 Million 0.37% of portfolio
379,236
Q3 2024 Reduced 3.44%
$0
$29.9 Million 0.35% of portfolio
250,152
Q3 2024 Added 769.46%
$0
$28.5 Million 0.34% of portfolio
541,864
Q3 2024 Added 53.14%
$0
$28.5 Million 0.34% of portfolio
149,384
Q3 2024 Added 7.89%

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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