Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025

Resources Investment Advisors, Llc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.01 Billion distributed in 1393 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 $471M, Ishares Core Total Usd Bond Ma with a value of $355M, Schwab Strategic Tr Us Large C with a value of $208M, Ishares Msci Usa Quality Facto with a value of $198M, and Blackrock ETF Tr U S Equity Fa with a value of $178M.

Examining the 13F form we can see an decrease of $279M in the current position value, from $8.28B to 8.01B.

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 $8.01 Billion
ETFs: $6.35 Billion
Technology: $451 Million
Financial Services: $244 Million
Healthcare: $215 Million
Industrials: $173 Million
Consumer Cyclical: $170 Million
Consumer Defensive: $110 Million
Communication Services: $108 Million
Other: $134 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.33 Million 0.03% of portfolio
200,630
Q1 2025 Added 0.01%
$0
$1.49 Million 0.02% of portfolio
132,849
Q1 2025 Reduced 37.7%
$0
$1.41 Million 0.02% of portfolio
141,697
Q1 2025 Reduced 4.03%
$0
$523,000 0.01% of portfolio
23,626
Q1 2025 Reduced 4.6%
$0
$898,000 0.01% of portfolio
42,891
Q1 2025 Reduced 4.81%
$0
$720,000 0.01% of portfolio
66,057
Q1 2025 Reduced 1.14%
$0
$633,000 0.01% of portfolio
54,977
Q1 2025 Added 3.23%
$0
$1.01 Million 0.01% of portfolio
69,520
Q1 2025 Added 4.51%
$0
$147,000 0.0% of portfolio
11,399
Q1 2025 New
$0
$127,000 0.0% of portfolio
12,917
Q1 2025 Added 1.64%
$46.6M
$73,000 0.0% of portfolio
81,000
Q1 2025 Added 58.82%
$0
$126,000 0.0% of portfolio
19,275
Q1 2025 New
$3.97M
$384,000 0.0% of portfolio
6,407,684
Q1 2025 Reduced 0.28%
$0
$248,000 0.0% of portfolio
25,233
Q1 2025 Added 11.9%
$0
$0 0.0% of portfolio
10,601
Q1 2025 New
$0
$140,000 0.0% of portfolio
12,543
Q2 2024 Added 1.82%
$0
$282,000 0.0% of portfolio
14,500
Q1 2025 New
$45.2M
$15,000 0.0% of portfolio
14,234
Q2 2024 New
$0
$87,000 0.0% of portfolio
24,107
Q1 2025 Added 1.96%
$0
$312,000 0.0% of portfolio
12,990
Q1 2025 Reduced 13.8%
$46.9M
$15,000 0.0% of portfolio
24,099
Q1 2025 New
$0
$379,000 0.0% of portfolio
70,545
Q1 2025 Reduced 16.11%

Summary

  • Portfolio
  • No. of Stocks 1,393
  • Current Value $8.01 Billion
  • Prior Value $8.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 116 stocks
  • Additional Purchases 646 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 575 stocks
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email