Resources Investment Advisors, Llc. Portfolio Holdings by Sector

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG IUSB SCHG QUAL DYNF VOO MBB DFSD 479 stocks	$6.29 Million 79.09% of portfolio	193	266	17	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$141,931 1.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PANW PLTR IOT ADBE CRWD CHKP 24 stocks	$124,911 1.57% of portfolio	18	5	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD MRVL QCOM TXN MU 18 stocks	$98,605 1.24% of portfolio	12	5	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT GENI DASH TWLO TRUE 9 stocks	$77,051 0.97% of portfolio	5	4	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA SE MELI EBAY CPNG OSTK PDD 8 stocks	$70,452 0.89% of portfolio	5	3	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV LLY MRK AMGN PFE GILD BMY 12 stocks	$56,744 0.71% of portfolio	2	10	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS UNH CI ELV OSCR HUM CNC MOH 8 stocks	$53,944 0.68% of portfolio	5	3	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C NU UBS TD ING 11 stocks	$51,677 0.65% of portfolio	1	10	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IXJ RWR IYR 4 stocks	$51,182 0.64% of portfolio	2	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT BJ TGT DLTR 5 stocks	$41,380 0.52% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM WDAY NOW WK INTU SHOP UBER ADSK 27 stocks	$41,250 0.52% of portfolio	14	13	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK MDT STE DXCM ABT EW PODD BSX 16 stocks	$40,731 0.51% of portfolio	14	2	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA BWXT GD LMT RTX NOC LHX HWM 12 stocks	$38,636 0.49% of portfolio	6	6	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A ACGL HIG AIG EQH 6 stocks	$38,057 0.48% of portfolio	5	1	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE AME EMR ETN XMTR OTIS CMI ROK 25 stocks	$35,445 0.45% of portfolio	18	6	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP ALLY PYPL COF DFS SYF 11 stocks	$34,699 0.44% of portfolio	5	5	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX PSLV CION BK KKR NAC SII SPPP 36 stocks	$27,684 0.35% of portfolio	19	15	6	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SU SHEL BP NFG PBR 7 stocks	$27,405 0.34% of portfolio	1	6	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE ED AEP D PEG WEC 23 stocks	$25,984 0.33% of portfolio	22	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX YUM CMG QSR YUMC TXRH DPZ 9 stocks	$24,762 0.31% of portfolio	6	3	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB UL CL CLX 5 stocks	$24,517 0.31% of portfolio	3	2	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV ACN FIS CLVT IT BR JKHY 14 stocks	$21,790 0.27% of portfolio	9	4	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF IBKR SCHW MS GS LPLA MC SF 12 stocks	$20,990 0.26% of portfolio	8	4	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP RRC TPL FANG EOG CNQ OXY LPI 20 stocks	$20,846 0.26% of portfolio	16	4	6	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO EXAS DHR IQV ICLR A DGX WAT 11 stocks	$19,905 0.25% of portfolio	9	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC PNC FCNCA SFNC IBN HDB USB FITB 30 stocks	$18,778 0.24% of portfolio	23	6	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP UPWK PAYX 3 stocks	$18,660 0.23% of portfolio	-	3	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST KDP 4 stocks	$17,030 0.21% of portfolio	1	3	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA TMUS TDS CHT CHTR SKM 9 stocks	$16,413 0.21% of portfolio	5	4	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare AMRN NVO AXSM VRTX ARGX HALO JAZZ CDXC 19 stocks	$15,093 0.19% of portfolio	12	6	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA STLA F RACE GM NIO LCID 7 stocks	$15,020 0.19% of portfolio	3	4	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB TRV ALL CINF WRB RLI KNSL 10 stocks	$14,767 0.19% of portfolio	7	3	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$13,609 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AON AJG WTW CRVL SLQT 6 stocks	$13,068 0.16% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX HOLX ATR BAX ALC RMD ANGO 8 stocks	$12,109 0.15% of portfolio	5	3	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE PCAR CNHI 4 stocks	$10,738 0.13% of portfolio	2	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS WBD LYV WMG NXST PARA 7 stocks	$9,802 0.12% of portfolio	3	4	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY CASY AZO ULTA WSM BBW GPC TSCO 12 stocks	$9,403 0.12% of portfolio	10	2	3	-	0 Calls 0 Puts
Health Information Services \| Healthcare PRVA VEEV MSPRW 3 stocks	$9,379 0.12% of portfolio	1	2	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI FDS ICE CME MCO MSCI NDAQ CBOE 8 stocks	$9,242 0.12% of portfolio	4	4	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS JBHT CHRW FDX LSTR 5 stocks	$8,930 0.11% of portfolio	4	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML KLAC AMAT ENTG 4 stocks	$8,585 0.11% of portfolio	2	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD WMB ENB OKE LNG KMI TRGP ET 11 stocks	$7,866 0.1% of portfolio	3	8	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC WAB CNI 5 stocks	$7,452 0.09% of portfolio	2	3	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT HUBB ENR ENVX PLUG 5 stocks	$7,411 0.09% of portfolio	4	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL RPM SHW DD ESI LYB AVNT 11 stocks	$7,283 0.09% of portfolio	9	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI ZBRA EXTR HPE LTRX 6 stocks	$7,067 0.09% of portfolio	3	2	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL PRI PRU MET LNC UNM MFC GL 8 stocks	$6,827 0.09% of portfolio	5	3	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST MKC KHC LW GIS SJM INGR LANC 10 stocks	$6,809 0.09% of portfolio	9	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM GFL RSG WCN CLH MEG 6 stocks	$6,642 0.08% of portfolio	5	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM GFF 3 stocks	$6,612 0.08% of portfolio	1	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$6,575 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM ILF 2 stocks	$6,475 0.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH CVCO DHI LEN PHM 5 stocks	$6,370 0.08% of portfolio	4	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR CSL JCI LII AWI BLDR MAS 9 stocks	$6,348 0.08% of portfolio	9	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC VLO VVV 4 stocks	$6,227 0.08% of portfolio	2	2	1	-	0 Calls 0 Puts
Gold \| Basic Materials AGI NEM GOLD WPM AEM SAND KGC NGD 8 stocks	$6,204 0.08% of portfolio	5	2	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RE RNR RGA 3 stocks	$6,166 0.08% of portfolio	1	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG DESP RCL EXPE CCL MMYT 6 stocks	$5,654 0.07% of portfolio	2	4	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU ROST BURL 4 stocks	$5,335 0.07% of portfolio	1	3	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS GPN RTO VVI 4 stocks	$4,560 0.06% of portfolio	3	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME FIX APG PWR GVA TTEK ACM BLD 8 stocks	$4,336 0.05% of portfolio	6	2	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY USFD PFGC 3 stocks	$4,037 0.05% of portfolio	2	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT CCI IRM DLR EQIX 5 stocks	$3,494 0.04% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC CAH HSIC 4 stocks	$3,489 0.04% of portfolio	3	1	-	-	0 Calls 0 Puts
Airlines \| Industrials ULCC DAL UAL LUV RYAAY VLRS 6 stocks	$3,290 0.04% of portfolio	4	2	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MTN WYNN MGM 3 stocks	$3,188 0.04% of portfolio	1	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$3,143 0.04% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS ZTS NBIX HLN RDY CRON TLRY 7 stocks	$3,011 0.04% of portfolio	3	3	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST GWW POOL WSO AIT SITE 6 stocks	$2,939 0.04% of portfolio	5	1	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT WH H 4 stocks	$2,889 0.04% of portfolio	2	2	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials TTC ROLL LECO SNA SWK 5 stocks	$2,839 0.04% of portfolio	5	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH FLEX JBL 4 stocks	$2,752 0.03% of portfolio	3	1	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN KEYS FTV TRMB TDY CGNX MVIS 7 stocks	$2,624 0.03% of portfolio	3	4	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$2,581 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD FR PSA EGP 4 stocks	$2,566 0.03% of portfolio	4	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG PECO O ADC NNN 5 stocks	$2,554 0.03% of portfolio	1	3	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL VTR PEAK OHI 4 stocks	$2,550 0.03% of portfolio	1	3	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE ONON 2 stocks	$2,457 0.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOA BKR SLB VAL HAL 5 stocks	$2,356 0.03% of portfolio	5	-	1	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD UFPI 2 stocks	$2,347 0.03% of portfolio	2	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF SEAS XPOF PLBY 4 stocks	$2,105 0.03% of portfolio	3	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials FCN BAH VRSK EFX 4 stocks	$2,099 0.03% of portfolio	3	1	2	-	0 Calls 0 Puts
Publishing \| Communication Services RELX WLY GCI 3 stocks	$1,938 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL IP PKG SON AMCR 5 stocks	$1,922 0.02% of portfolio	3	2	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER URI 2 stocks	$1,880 0.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials LOMA MLM VMC EXP CRH.L 5 stocks	$1,854 0.02% of portfolio	4	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP RIO TMC 3 stocks	$1,810 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX CPRT GPI 3 stocks	$1,786 0.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM 2 stocks	$1,742 0.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ DORM ALSN 3 stocks	$1,719 0.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX EA TTWO 3 stocks	$1,657 0.02% of portfolio	1	2	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE JLL NMRK 3 stocks	$1,637 0.02% of portfolio	2	1	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA AVB SUI 3 stocks	$1,573 0.02% of portfolio	1	2	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL BFAM 2 stocks	$1,534 0.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF AIZ TIPT 3 stocks	$1,360 0.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UTI LRN LOPE 3 stocks	$1,354 0.02% of portfolio	3	-	2	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CMPO CRS MLI 3 stocks	$1,105 0.01% of portfolio	3	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP BUD 2 stocks	$1,024 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ STX 3 stocks	$1,002 0.01% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy NBR RIG 2 stocks	$1,001 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK AWR SBS 3 stocks	$998 0.01% of portfolio	-	3	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN INSE DKNG 3 stocks	$989 0.01% of portfolio	3	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$985 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$960 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA EHC DVA 3 stocks	$912 0.01% of portfolio	3	-	2	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI ATO 2 stocks	$887 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE ARLO 2 stocks	$861 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$853 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT FSS 2 stocks	$836 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$772 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SAIA 2 stocks	$694 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$644 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate DX AGNC RC 3 stocks	$618 0.01% of portfolio	2	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL VFC HBI 3 stocks	$590 0.01% of portfolio	2	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$589 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$581 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$560 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE STLD 2 stocks	$552 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$420 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$413 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services VOYA 1 stocks	$344 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$298 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
N/A \| N/A NRGX 1 stocks	$282 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$257 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Marine Shipping \| Industrials DAC 1 stocks	$256 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Services \| Communication Services IGLD 1 stocks	$255 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$250 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$205 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Textile Manufacturing \| Consumer Cyclical UFI 1 stocks	$110 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Resources Investment Advisors, Llc. Portfolio Holdings by Sector

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