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
$0
$208,000 0.0% of portfolio
1,652
Q3 2024 New
$0
$254,000 0.0% of portfolio
2,641
Q3 2024 New
$0
$208,000 0.0% of portfolio
802
Q3 2024 New
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q3 2024 Added 10.04%
$0
$239,000 0.0% of portfolio
2,710
Q3 2024 New
$0
$378,000 0.0% of portfolio
1,111
Q3 2024 Added 0.82%
$0
$269,000 0.0% of portfolio
2,101
Q3 2024 Added 0.05%
$30.4B
$400,000 0.0% of portfolio
1,909
Q3 2024 Added 7.31%
$25.4B
$325,000 0.0% of portfolio
5,070
Q3 2024 Added 6.24%
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 11.72%
$19.2B
$263,000 0.0% of portfolio
1,386
Q3 2024 New
$0
$290,000 0.0% of portfolio
3,410
Q4 2022 New
Victory Portfolios Ii
-
$0 0.0% of portfolio
-
Q3 2024 Added 56.38%
$4.03B
$206,000 0.0% of portfolio
3,260
Q3 2024 New
$67.4B
$332,000 0.0% of portfolio
2,809
Q3 2024 Added 2.97%
Vivid Seats Inc
-
$0 0.0% of portfolio
-
Q1 2022 New
Vs Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
$37.8B
$386,000 0.0% of portfolio
1,546
Q3 2024 Added 7.96%
$36.2B
$216,000 0.0% of portfolio
1,193
Q3 2024 New
$4.37B
$246,000 0.0% of portfolio
7,886
Q3 2024 New
$22.4B
$306,000 0.0% of portfolio
851
Q3 2024 Added 3.78%
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q2 2024 Added 1.22%
$21.1B
$250,000 0.0% of portfolio
3,665
Q3 2024 Added 9.47%
$28.8B
$265,000 0.0% of portfolio
4,341
Q3 2024 Reduced 4.0%
$468M
$364,000 0.0% of portfolio
69,442
Q3 2024 Added 1.35%
$10.1B
$285,000 0.0% of portfolio
686
Q3 2024 Added 9.06%
$0
$407,000 0.0% of portfolio
11,823
Q3 2024 Reduced 0.19%
$0
$321,000 0.0% of portfolio
11,511
Q3 2024 Reduced 7.59%
$22.9B
$379,000 0.0% of portfolio
2,810
Q3 2024 Reduced 5.64%
$14.7B
$379,000 0.0% of portfolio
5,937
Q3 2024 Reduced 14.98%

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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