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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$594M
$3.32 Million 0.04% of portfolio
211,587
Q3 2024 Reduced 0.96%
$648M
$2.34 Million 0.03% of portfolio
196,724
Q3 2024 Added 7.18%
$1.17B
$2.8 Million 0.03% of portfolio
225,411
Q3 2024 Reduced 0.72%
$1.33B
$1.66 Million 0.02% of portfolio
309,838
Q3 2024 Added 4.9%
$683M
$1.44 Million 0.02% of portfolio
22,392
Q3 2024 Added 0.1%
$1.18B
$647,000 0.01% of portfolio
6,142
Q3 2024 Added 1.3%
$580M
$769,000 0.01% of portfolio
22,397
Q3 2024 Added 1.86%
$1.68B
$971,000 0.01% of portfolio
16,864
Q3 2024 Added 2.54%
$533M
$504,000 0.01% of portfolio
19,188
Q3 2024 Reduced 0.46%
$536M
$550,000 0.01% of portfolio
29,455
Q3 2024 Added 1.6%
$1.47B
$533,000 0.01% of portfolio
47,926
Q3 2024 Added 1.01%
$927M
$502,000 0.01% of portfolio
14,015
Q3 2024 Added 1.3%
$831M
$834,000 0.01% of portfolio
17,177
Q3 2024 Reduced 23.31%
$952M
$153,000 0.0% of portfolio
18,568
Q3 2024 Added 5.39%
$1.03B
$302,000 0.0% of portfolio
25,033
Q3 2024 Added 1.01%
$1.17B
$293,000 0.0% of portfolio
11,485
Q3 2024 New
$517M
$216,000 0.0% of portfolio
59,414
Q3 2024 Added 5.5%
$1.12B
$232,000 0.0% of portfolio
6,447
Q3 2024 Reduced 0.66%
$373M
$52,000 0.0% of portfolio
10,000
Q3 2024 Reduced 31.27%
$782M
$22,000 0.0% of portfolio
10,167
Q1 2024 Reduced 8.95%
$1.65B
$284,000 0.0% of portfolio
3,283
Q3 2024 Added 0.09%
$1.29B
$292,000 0.0% of portfolio
9,687
Q3 2024 Added 2.32%
$557M
$338,000 0.0% of portfolio
26,530
Q3 2024 Added 1.25%
$1.6B
$317,000 0.0% of portfolio
34,040
Q3 2024 Reduced 54.9%
$1.25B
$290,000 0.0% of portfolio
11,411
Q3 2024 Reduced 1.71%
$788M
$341,000 0.0% of portfolio
6,000
Q4 2022 New
$803M
$281,000 0.0% of portfolio
15,212
Q3 2024 Added 1.68%
$454M
$75,000 0.0% of portfolio
18,300
Q2 2024 Reduced 1.15%
$893M
$355,000 0.0% of portfolio
31,939
Q3 2024 New
$340M
$92,000 0.0% of portfolio
15,182
Q3 2024 Added 8.19%
$1.86B
$51,000 0.0% of portfolio
17,745
Q2 2024 New
$499M
$106,000 0.0% of portfolio
10,000
Q3 2023 New
$1.63B
$345,000 0.0% of portfolio
44,525
Q3 2024 Added 1.65%
$1.33B
$33,000 0.0% of portfolio
14,787
Q3 2024 Added 2.2%
$866M
$105,000 0.0% of portfolio
13,879
Q3 2024 Reduced 43.94%
$1.68B
$121,000 0.0% of portfolio
20,250
Q2 2024 Added 3.58%
$395M
$421,000 0.0% of portfolio
122,221
Q3 2024 Added 1.28%
$453M
$364,000 0.0% of portfolio
69,442
Q3 2024 Added 1.35%

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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