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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.4 Million 0.06% of portfolio
463,427
Q3 2024 Added 3.57%
$0
$2.61 Million 0.03% of portfolio
219,921
Q3 2024 Added 13.51%
$0
$2.14 Million 0.03% of portfolio
205,054
Q3 2024 Reduced 0.34%
$0
$1.79 Million 0.02% of portfolio
182,527
Q3 2024 Reduced 3.0%
$0
$487,000 0.01% of portfolio
23,290
Q3 2024 Added 1.29%
$0
$921,000 0.01% of portfolio
46,703
Q3 2024 Reduced 8.29%
$3.97M
$486,000 0.01% of portfolio
8,103,058
Q3 2024 Reduced 3.38%
$0
$564,000 0.01% of portfolio
62,474
Q3 2024 Added 1.71%
$0
$672,000 0.01% of portfolio
54,310
Q3 2024 Added 13.28%
$0
$1.01 Million 0.01% of portfolio
70,320
Q3 2024 Added 1.15%
$16.3M
$428,000 0.01% of portfolio
178,426
Q3 2024 Added 11.24%
$0
$559,000 0.01% of portfolio
27,458
Q3 2024 Added 112.95%
$0
$515,000 0.01% of portfolio
88,446
Q3 2024 Reduced 78.55%
$14.6M
$5,000 0.0% of portfolio
14,000
Q3 2024 Reduced 15.15%
$27.6M
$9,000 0.0% of portfolio
20,048
Q3 2024 Added 99.52%
$40.1M
$22,000 0.0% of portfolio
15,000
Q2 2023 New
$0
$35,000 0.0% of portfolio
16,118
Q2 2024 New
$24.8M
$12,000 0.0% of portfolio
16,375
Q4 2023 Reduced 2.22%
$38.2M
$9,000 0.0% of portfolio
11,158
Q3 2024 Reduced 17.53%
$46.9M
$9,000 0.0% of portfolio
10,514
Q3 2024 Reduced 44.48%
$0
$164,000 0.0% of portfolio
32,576
Q3 2024 New
$0
$223,000 0.0% of portfolio
22,250
Q3 2024 Added 80.53%
$0
$145,000 0.0% of portfolio
12,543
Q2 2024 Added 1.82%
$0
$319,000 0.0% of portfolio
15,763
Q2 2024 Added 3.88%
$0
$139,000 0.0% of portfolio
37,504
Q3 2024 Reduced 1.37%

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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