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 Market Cap. of $10 Billions to $200 Billions

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

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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