Resources Investment Advisors, Llc. Portfolio Holdings by Sector

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG IUSB SCHG QUAL DYNF VOO DFAU EFV 486 stocks	$6.55 Million 78.84% of portfolio	200	259	25	-	1 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR PANW CRWD IOT ADBE SNPS 26 stocks	$160,340 1.93% of portfolio	16	9	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD QCOM TXN MU ADI 18 stocks	$158,146 1.9% of portfolio	8	9	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$120,768 1.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT GENI DASH TWLO TRUE 9 stocks	$83,382 1.0% of portfolio	5	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA SE MELI CPNG EBAY OSTK CHWY 9 stocks	$81,719 0.98% of portfolio	5	4	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI RWR IYR 3 stocks	$55,441 0.67% of portfolio	-	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C NU TD UBS ING 13 stocks	$52,454 0.63% of portfolio	6	7	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS UNH CI OSCR ELV MOH HUM CNC 8 stocks	$49,827 0.6% of portfolio	4	4	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY ABBV AMGN MRK PFE GILD AZN 11 stocks	$48,521 0.58% of portfolio	3	8	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW WDAY INTU WK UBER SHOP SAP 31 stocks	$47,996 0.58% of portfolio	20	11	4	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT DXCM PODD SYK STE ABT EW BSX 14 stocks	$42,758 0.51% of portfolio	7	7	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA BWXT RTX LMT GD HWM LHX NOC 15 stocks	$42,409 0.51% of portfolio	6	9	3	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST BJ TGT DLTR DG 6 stocks	$39,010 0.47% of portfolio	3	3	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A ACGL HIG AIG EQH SLF 7 stocks	$34,689 0.42% of portfolio	3	3	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP ALLY COF PYPL SOFI UPST 11 stocks	$34,333 0.41% of portfolio	8	3	1	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK NAD PSLV BX NMZ BK SII KKR 33 stocks	$33,892 0.41% of portfolio	15	16	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE EMR ETN ROK XMTR CMI WTS OTIS 25 stocks	$27,242 0.33% of portfolio	13	12	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX YUM CMG QSR TXRH YUMC DPZ 10 stocks	$25,815 0.31% of portfolio	7	3	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE ED D AEP PEG XEL 24 stocks	$25,766 0.31% of portfolio	11	13	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV ACN FIS CLVT CACI IT BR 16 stocks	$25,469 0.31% of portfolio	10	5	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF IBKR SCHW GS MS LPLA MC SF 15 stocks	$25,322 0.3% of portfolio	9	6	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL SU NFG BP PBR 7 stocks	$23,409 0.28% of portfolio	2	5	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB UL CL 4 stocks	$21,481 0.26% of portfolio	1	3	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS TMO DHR IQV A ICLR DGX IDXX 11 stocks	$18,529 0.22% of portfolio	7	4	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP UPWK PAYX 3 stocks	$18,504 0.22% of portfolio	-	3	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP RRC TPL FANG EOG LPI CNQ OXY 19 stocks	$18,244 0.22% of portfolio	10	8	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA STLA F RACE GM RIVN LCID NIO 8 stocks	$17,418 0.21% of portfolio	6	2	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC FCNCA HDB PNC USB IBN PNFP LARK 28 stocks	$17,204 0.21% of portfolio	15	12	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA TMUS CHT CHTR TDS SKM 9 stocks	$15,651 0.19% of portfolio	6	3	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP MNST KDP 4 stocks	$15,293 0.18% of portfolio	1	3	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX ATR HOLX BAX ALC RMD OSUR 8 stocks	$14,561 0.18% of portfolio	3	5	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB TRV ALL CINF WRB RLI KNSL 11 stocks	$14,446 0.17% of portfolio	6	5	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR CNHI 4 stocks	$13,451 0.16% of portfolio	3	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS WBD LYV NXST FOXA WMG NWSA 8 stocks	$12,408 0.15% of portfolio	5	3	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AON AJG WTW CRVL BRO SLQT 7 stocks	$11,839 0.14% of portfolio	2	4	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE ONON 2 stocks	$11,586 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$11,466 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO AXSM VRTX ARGX ADMA INSM CDXC HALO 24 stocks	$10,304 0.12% of portfolio	14	8	7	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI FDS ICE CME NDAQ MCO MSCI CBOE 8 stocks	$9,794 0.12% of portfolio	3	5	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT HUBB ENVX ENR AEIS NVT AYI PLUG 8 stocks	$8,867 0.11% of portfolio	7	1	3	-	0 Calls 0 Puts
Health Information Services \| Healthcare PRVA VEEV MSPRW 3 stocks	$8,618 0.1% of portfolio	1	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO ZBRA MSI EXTR LITE HPE CIEN LTRX 8 stocks	$8,421 0.1% of portfolio	5	2	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS JBHT CHRW FDX LSTR 5 stocks	$8,330 0.1% of portfolio	2	3	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD WMB ENB LNG KMI OKE ET TRGP 11 stocks	$7,697 0.09% of portfolio	4	5	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML AMAT ENTG 4 stocks	$7,679 0.09% of portfolio	1	3	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC WAB 4 stocks	$7,526 0.09% of portfolio	2	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$7,392 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR CSL JCI LII BLDR AWI 7 stocks	$7,237 0.09% of portfolio	3	4	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL APD SHW RPM DD ESI PPG AVNT 10 stocks	$6,762 0.08% of portfolio	6	4	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM GFF 3 stocks	$6,642 0.08% of portfolio	-	3	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL PRI PRU MET LNC UNM MFC GL 8 stocks	$6,588 0.08% of portfolio	5	3	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME FIX PWR APG GVA TTEK ACM MTZ 9 stocks	$6,345 0.08% of portfolio	4	5	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM VPL 2 stocks	$6,330 0.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM GFL RSG WCN CLH MEG 6 stocks	$6,296 0.08% of portfolio	1	4	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC VLO VVV 4 stocks	$6,105 0.07% of portfolio	1	3	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RE RNR RGA 3 stocks	$6,031 0.07% of portfolio	1	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST MKC KHC LW INGR GIS SJM LANC 9 stocks	$6,030 0.07% of portfolio	5	4	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG RCL ABNB CCL EXPE 5 stocks	$5,865 0.07% of portfolio	3	2	1	-	0 Calls 0 Puts
Gold \| Basic Materials AGI NEM AEM WPM SAND KGC NGD 7 stocks	$5,534 0.07% of portfolio	3	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU ROST BURL 4 stocks	$5,493 0.07% of portfolio	1	3	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH DHI CVCO LEN PHM 5 stocks	$5,383 0.06% of portfolio	1	4	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY CASY ULTA BBW AZO WSM GPC TSCO 11 stocks	$4,831 0.06% of portfolio	5	5	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY USFD PFGC 3 stocks	$4,328 0.05% of portfolio	1	2	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH JBL FLEX 4 stocks	$3,907 0.05% of portfolio	3	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT IRM CCI DLR EQIX 5 stocks	$3,683 0.04% of portfolio	4	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC CAH HSIC 4 stocks	$3,530 0.04% of portfolio	2	2	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS RTO GPN VVI 4 stocks	$3,424 0.04% of portfolio	-	4	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT WH H 4 stocks	$3,208 0.04% of portfolio	3	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS ZTS NBIX RDY HLN CRON TLRY 7 stocks	$3,159 0.04% of portfolio	5	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST GWW POOL AIT SITE 5 stocks	$3,031 0.04% of portfolio	5	-	-	-	0 Calls 0 Puts
Airlines \| Industrials ULCC DAL UAL LUV VLRS 5 stocks	$2,975 0.04% of portfolio	4	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$2,933 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MTN WYNN MGM 3 stocks	$2,915 0.04% of portfolio	-	3	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials ROLL TTC LECO SNA SWK 5 stocks	$2,728 0.03% of portfolio	3	2	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN KEYS TRMB TDY CGNX FTV 6 stocks	$2,520 0.03% of portfolio	3	3	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$2,479 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA ESS AVB SUI 4 stocks	$2,473 0.03% of portfolio	3	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX EA NTES TTWO 4 stocks	$2,469 0.03% of portfolio	1	3	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF SEAS HAS XPOF PLBY 5 stocks	$2,393 0.03% of portfolio	4	1	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL VTR PEAK 3 stocks	$2,346 0.03% of portfolio	2	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP RIO TMC 3 stocks	$2,335 0.03% of portfolio	-	2	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD UFPI 2 stocks	$2,283 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD FR PSA EGP 4 stocks	$2,274 0.03% of portfolio	2	2	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O PECO ADC 4 stocks	$2,247 0.03% of portfolio	2	2	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL BFAM HRB FTDR 4 stocks	$2,131 0.03% of portfolio	3	1	2	-	0 Calls 0 Puts
Building Materials \| Basic Materials LOMA MLM VMC EXP JHX CRH.L 6 stocks	$2,092 0.03% of portfolio	2	4	1	-	0 Calls 0 Puts
Consulting Services \| Industrials FCN BAH VRSK TRU 4 stocks	$2,069 0.02% of portfolio	3	1	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT FSS SCWO 3 stocks	$2,065 0.02% of portfolio	3	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX WLY GCI 3 stocks	$1,959 0.02% of portfolio	1	2	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL IP PKG AMCR SON 5 stocks	$1,959 0.02% of portfolio	1	4	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL STX PSTG HPQ WDC 5 stocks	$1,923 0.02% of portfolio	3	2	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER URI 2 stocks	$1,839 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE JLL NMRK 3 stocks	$1,691 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$1,671 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UTI LRN LOPE 3 stocks	$1,644 0.02% of portfolio	1	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX CPRT GPI 3 stocks	$1,522 0.02% of portfolio	-	3	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ DORM ALSN 3 stocks	$1,510 0.02% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$1,459 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CMPO CRS MLI 3 stocks	$1,428 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOA BKR SLB HLX 4 stocks	$1,402 0.02% of portfolio	2	2	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE ARLO 2 stocks	$1,280 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF TIPT AIZ 3 stocks	$1,257 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN DKNG INSE 3 stocks	$1,207 0.01% of portfolio	3	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA CF 2 stocks	$1,180 0.01% of portfolio	1	1	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM 2 stocks	$1,024 0.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA EHC ENSG 3 stocks	$1,003 0.01% of portfolio	2	1	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$981 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP BUD 2 stocks	$876 0.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$830 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SAIA ARCB 3 stocks	$774 0.01% of portfolio	1	2	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK SBS 2 stocks	$770 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE RS STLD 3 stocks	$747 0.01% of portfolio	1	2	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI ATO 2 stocks	$727 0.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$706 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy NBR RIG 2 stocks	$685 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL RL UAA HBI 4 stocks	$663 0.01% of portfolio	3	1	2	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$641 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$636 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate DX AGNC RC 3 stocks	$586 0.01% of portfolio	1	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$564 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$390 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services VOYA 1 stocks	$357 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$317 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$304 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$287 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials DAC 1 stocks	$283 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$253 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$245 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Services \| Communication Services IGLD 1 stocks	$243 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate—Diversified \| Real Estate JOE 1 stocks	$217 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Textile Manufacturing \| Consumer Cyclical UFI 1 stocks	$120 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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Resources Investment Advisors, Llc. Portfolio Holdings by Sector

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