Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024

Resources Investment Advisors, Llc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.28 Billion distributed in 1394 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 $522M, Ishares Core Total Usd Bond Ma with a value of $349M, Schwab Strategic Tr Us Large C with a value of $229M, Ishares Msci Usa Quality Facto with a value of $186M, and Blackrock ETF Tr U S Equity Fa with a value of $186M.

Examining the 13F form we can see an decrease of $146M in the current position value, from $8.43B to 8.28B.

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 $8.28 Billion
ETFs: $6.52 Billion
Technology: $541 Million
Financial Services: $244 Million
Healthcare: $194 Million
Consumer Cyclical: $191 Million
Industrials: $185 Million
Communication Services: $125 Million
Consumer Defensive: $109 Million
Other: $122 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.2B
$613,000 0.01% of portfolio
3,623
Q4 2024 Reduced 1.76%
$71.9B
$756,000 0.01% of portfolio
3,061
Q4 2024 Added 5.33%
$15.8B
$484,000 0.01% of portfolio
6,719
Q4 2024 Reduced 5.03%
$55.4B
$829,000 0.01% of portfolio
7,582
Q4 2024 Added 44.14%
$39B
$415,000 0.01% of portfolio
596
Q4 2024 Added 0.85%
$24.1B
$676,000 0.01% of portfolio
41,568
Q4 2024 Reduced 0.96%
$102B
$1.07 Million 0.01% of portfolio
35,983
Q4 2024 Reduced 5.63%
$79.3B
$999,000 0.01% of portfolio
3,942
Q4 2024 Reduced 2.45%
$34.6B
$715,000 0.01% of portfolio
7,910
Q4 2024 Added 8.09%
$8.31B
$425,000 0.01% of portfolio
3,095
Q4 2024 Added 0.72%
$0
$627,000 0.01% of portfolio
13,079
Q4 2024 Reduced 31.79%
$0
$1.04 Million 0.01% of portfolio
28,238
Q4 2024 Added 29.03%
$0
$1.15 Million 0.01% of portfolio
28,988
Q4 2024 Added 34.65%
$0
$807,000 0.01% of portfolio
25,700
Q4 2024 Added 2.8%
$0
$1.1 Million 0.01% of portfolio
27,317
Q4 2024 Reduced 83.21%
$19.5B
$887,000 0.01% of portfolio
3,398
Q4 2024 Reduced 25.68%
$0
$449,000 0.01% of portfolio
9,678
Q4 2024 Reduced 55.95%
$0
$857,000 0.01% of portfolio
17,120
Q4 2024 Added 20.92%
$0
$565,000 0.01% of portfolio
8,076
Q4 2024 Reduced 6.16%
$0
$585,000 0.01% of portfolio
12,269
Q4 2023 Added 0.02%
$0
$792,000 0.01% of portfolio
32,347
Q4 2024 Reduced 32.55%
$0
$802,000 0.01% of portfolio
34,035
Q2 2024 New
$0
$448,000 0.01% of portfolio
19,218
Q2 2024 New
$0
$447,000 0.01% of portfolio
18,978
Q2 2024 New
$0
$1.12 Million 0.01% of portfolio
57,889
Q4 2024 Reduced 74.24%
$0
$672,000 0.01% of portfolio
34,527
Q4 2024 Added 10.82%
$0
$1.03 Million 0.01% of portfolio
15,700
Q4 2024 Reduced 0.29%
$0
$1.19 Million 0.01% of portfolio
29,591
Q4 2024 Reduced 14.1%
$0
$890,000 0.01% of portfolio
21,574
Q3 2024 Reduced 2.97%
$27.7B
$599,000 0.01% of portfolio
5,699
Q4 2024 Reduced 4.79%
$0
$642,000 0.01% of portfolio
5,882
Q4 2024 Reduced 0.94%
$0
$844,000 0.01% of portfolio
8,860
Q2 2024 New
$15.4B
$1.21 Million 0.01% of portfolio
46,076
Q4 2024 Reduced 9.92%
$0
$1.16 Million 0.01% of portfolio
10,318
Q4 2024 Reduced 1.71%
$0
$1.12 Million 0.01% of portfolio
12,998
Q4 2024 Reduced 33.93%
$0
$419,000 0.01% of portfolio
1,254
Q4 2024 Reduced 22.3%
$0
$456,000 0.01% of portfolio
8,866
Q4 2024 Reduced 18.99%
$0
$1.16 Million 0.01% of portfolio
50,664
Q4 2024 Reduced 24.29%
$0
$712,000 0.01% of portfolio
9,360
Q4 2024 Added 1.19%
$0
$624,000 0.01% of portfolio
9,519
Q4 2024 Reduced 54.03%
$0
$469,000 0.01% of portfolio
6,959
Q4 2024 Added 27.31%
$0
$589,000 0.01% of portfolio
21,546
Q4 2024 Reduced 16.88%
$0
$575,000 0.01% of portfolio
11,018
Q4 2024 Added 2.43%
$0
$491,000 0.01% of portfolio
15,305
Q4 2024 Reduced 11.67%
$0
$595,000 0.01% of portfolio
7,768
Q4 2024 Added 41.99%
$0
$913,000 0.01% of portfolio
6,385
Q3 2024 Reduced 0.13%
$0
$420,000 0.01% of portfolio
5,188
Q4 2024 Added 79.08%
$0
$1.1 Million 0.01% of portfolio
3,812
Q4 2024 Reduced 1.6%
$0
$831,000 0.01% of portfolio
6,225
Q4 2024 Reduced 22.31%

Summary

  • Portfolio
  • No. of Stocks 1,394
  • Current Value $8.28 Billion
  • Prior Value $8.43 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 117 stocks
  • Additional Purchases 532 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 691 stocks
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