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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.1B
$1.63 Million 0.02% of portfolio
36,806
Q3 2024 Added 1.1%
$24.3B
$1.31 Million 0.02% of portfolio
25,842
Q3 2024 Reduced 8.85%
$60.2B
$1.81 Million 0.02% of portfolio
10,195
Q3 2024 Reduced 3.82%
$61.7B
$1.71 Million 0.02% of portfolio
40,715
Q3 2024 Added 0.7%
$0
$1.8 Million 0.02% of portfolio
77,761
Q3 2024 Reduced 2.31%
$0
$1.41 Million 0.02% of portfolio
26,241
Q3 2024 Added 91.05%
$0
$1.85 Million 0.02% of portfolio
12,029
Q3 2024 Added 3.31%
$124B
$1.55 Million 0.02% of portfolio
19,370
Q3 2024 Added 12.75%
$3.06B
$1.33 Million 0.02% of portfolio
61,621
Q3 2024 Added 0.4%
$7.73B
$1.66 Million 0.02% of portfolio
8,689
Q3 2024 Added 5.0%
$0
$1.85 Million 0.02% of portfolio
44,932
Q3 2024 Reduced 6.4%
$0
$2.09 Million 0.02% of portfolio
14,693
Q3 2024 Reduced 9.45%
$0
$1.27 Million 0.02% of portfolio
14,619
Q3 2024 Added 7.05%
$0
$1.86 Million 0.02% of portfolio
63,102
Q3 2024 Reduced 11.46%
$0
$1.72 Million 0.02% of portfolio
36,466
Q3 2024 Added 64.9%
$0
$1.29 Million 0.02% of portfolio
24,461
Q3 2024 Reduced 4.12%
$0
$1.64 Million 0.02% of portfolio
35,733
Q3 2024 Reduced 41.19%
$0
$1.79 Million 0.02% of portfolio
182,527
Q3 2024 Reduced 3.0%
$82.8B
$1.31 Million 0.02% of portfolio
2,581
Q3 2024 Added 28.66%
$37.3B
$1.67 Million 0.02% of portfolio
21,359
Q3 2024 Added 2.67%
$56B
$1.75 Million 0.02% of portfolio
11,225
Q3 2024 Reduced 13.96%
$11.2B
$1.55 Million 0.02% of portfolio
1,756
Q3 2024 Reduced 9.72%
$95.3B
$1.93 Million 0.02% of portfolio
4,972
Q3 2024 Reduced 5.28%
$60.3B
$1.91 Million 0.02% of portfolio
8,156
Q3 2024 Reduced 2.84%
$61.3B
$1.42 Million 0.02% of portfolio
33,209
Q3 2024 Added 2.71%
$146B
$1.65 Million 0.02% of portfolio
25,351
Q3 2024 Added 7.25%
$1.97B
$1.93 Million 0.02% of portfolio
184,584
Q3 2024 Reduced 0.06%
$75.4B
$1.57 Million 0.02% of portfolio
34,294
Q3 2024 Added 6.96%
$14.9B
$1.29 Million 0.02% of portfolio
20,897
Q3 2024 Added 1.29%
$0
$1.98 Million 0.02% of portfolio
40,626
Q3 2024 Reduced 13.23%
$0
$1.83 Million 0.02% of portfolio
34,489
Q3 2024 Reduced 5.78%
$0
$2.06 Million 0.02% of portfolio
21,121
Q3 2024 Reduced 12.79%
$0
$1.74 Million 0.02% of portfolio
36,854
Q3 2024 Added 12.15%
$116B
$1.31 Million 0.02% of portfolio
2,817
Q3 2024 Added 62.74%
$15.9B
$1.45 Million 0.02% of portfolio
124,536
Q3 2024 Added 0.36%
$63.7B
$1.52 Million 0.02% of portfolio
11,891
Q3 2024 Added 1.75%
$34B
$1.96 Million 0.02% of portfolio
6,644
Q3 2024 Added 71.72%
$0
$1.8 Million 0.02% of portfolio
40,173
Q3 2024 Added 18.92%
$37.8B
$1.84 Million 0.02% of portfolio
13,187
Q3 2024 Reduced 14.05%
$6.24B
$688,000 0.01% of portfolio
13,522
Q3 2024 Added 0.9%
$4.92B
$1.17 Million 0.01% of portfolio
18,433
Q3 2024 Added 2.29%
$7.09B
$837,000 0.01% of portfolio
4,712
Q3 2024 Added 1.95%
$38.1B
$902,000 0.01% of portfolio
6,080
Q3 2024 Reduced 1.43%
$37.7B
$630,000 0.01% of portfolio
7,820
Q3 2024 Reduced 11.3%
$0
$595,000 0.01% of portfolio
20,250
Q3 2024 Reduced 27.68%
$41.9B
$622,000 0.01% of portfolio
6,219
Q3 2024 Reduced 26.9%
$230B
$1.24 Million 0.01% of portfolio
11,689
Q3 2024 Added 49.78%
$12.2B
$424,000 0.01% of portfolio
2,913
Q3 2024 Added 2.9%
$15.6B
$463,000 0.01% of portfolio
7,631
Q3 2024 Added 9.01%

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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