Resources Investment Advisors, Llc. Portfolio Holdings

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025

Resources Investment Advisors, Llc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.01 Billion distributed in 1393 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 $471M, Ishares Core Total Usd Bond Ma with a value of $355M, Schwab Strategic Tr Us Large C with a value of $208M, Ishares Msci Usa Quality Facto with a value of $198M, and Blackrock ETF Tr U S Equity Fa with a value of $178M.

Examining the 13F form we can see an decrease of $279M in the current position value, from $8.28B to 8.01B.

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 $8.01 Billion
ETFs: $6.35 Billion
Technology: $451 Million
Financial Services: $244 Million
Healthcare: $215 Million
Industrials: $173 Million
Consumer Cyclical: $170 Million
Consumer Defensive: $110 Million
Communication Services: $108 Million
Other: $134 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$2.24 Million 0.03% of portfolio
31,631
Q1 2025 Added 2.87%
$71B
$2.18 Million 0.03% of portfolio
34,380
Q1 2025 Added 11.65%
$150B
$2.79 Million 0.03% of portfolio
40,157
Q1 2025 Reduced 5.16%
$0
$2.71 Million 0.03% of portfolio
54,103
Q1 2025 Reduced 11.11%
$0
$2.41 Million 0.03% of portfolio
31,301
Q1 2025 Added 36.57%
$8.92B
$2.27 Million 0.03% of portfolio
56,876
Q1 2025 Added 1.09%
$4.39B
$2.45 Million 0.03% of portfolio
63,894
Q1 2025 Added 14.27%
$75.3B
$2.08 Million 0.03% of portfolio
15,939
Q1 2025 Added 16.8%
$0
$2.55 Million 0.03% of portfolio
27,247
Q1 2025 Reduced 8.76%
$0
$2.03 Million 0.03% of portfolio
23,660
Q1 2025 Reduced 6.46%
$0
$2.34 Million 0.03% of portfolio
17,832
Q1 2025 Reduced 1.5%
$0
$2.72 Million 0.03% of portfolio
91,951
Q1 2025 Reduced 0.43%
$0
$2.28 Million 0.03% of portfolio
19,681
Q1 2025 Reduced 2.79%
$0
$2.72 Million 0.03% of portfolio
74,638
Q1 2025 Reduced 16.32%
$0
$2.33 Million 0.03% of portfolio
200,630
Q1 2025 Added 0.01%
$29.8B
$2.2 Million 0.03% of portfolio
196,275
Q1 2025 Reduced 12.4%
$9.94B
$2.18 Million 0.03% of portfolio
1,642
Q1 2025 Added 1.86%
$61.9B
$2.28 Million 0.03% of portfolio
8,638
Q1 2025 Added 12.52%
$0
$2.73 Million 0.03% of portfolio
35,598
Q1 2025 Reduced 19.34%
$0
$2.59 Million 0.03% of portfolio
16,120
Q1 2025 Added 5.0%
$0
$2.44 Million 0.03% of portfolio
48,981
Q1 2025 Reduced 10.56%
$0
$2.58 Million 0.03% of portfolio
9,752
Q1 2025 Reduced 5.51%
$3.65B
$2.74 Million 0.03% of portfolio
36,080
Q1 2025 Reduced 7.51%
$26.1B
$1.25 Million 0.02% of portfolio
12,219
Q1 2025 Added 9.64%
$60.1B
$1.55 Million 0.02% of portfolio
5,259
Q1 2025 Added 7.63%
$0
$1.64 Million 0.02% of portfolio
31,532
Q1 2025 Added 70.49%
$55.7B
$1.37 Million 0.02% of portfolio
12,547
Q1 2025 Added 5.86%
$105B
$1.93 Million 0.02% of portfolio
8,890
Q1 2025 Reduced 2.65%
$50.3B
$1.31 Million 0.02% of portfolio
2,700
Q1 2025 Reduced 12.71%
$100B
$1.6 Million 0.02% of portfolio
7,942
Q1 2025 Added 9.7%
$130B
$1.59 Million 0.02% of portfolio
10,923
Q1 2025 Added 5.6%
$33.5B
$1.96 Million 0.02% of portfolio
20,367
Q1 2025 Reduced 5.05%
$53.1B
$1.32 Million 0.02% of portfolio
5,384
Q1 2025 Added 0.13%
$11.1B
$1.77 Million 0.02% of portfolio
17,291
Q1 2025 Added 7.64%
$0
$1.58 Million 0.02% of portfolio
47,254
Q1 2025 Reduced 0.07%
$0
$1.55 Million 0.02% of portfolio
45,344
Q1 2025 Added 0.7%
$52.3B
$1.32 Million 0.02% of portfolio
20,893
Q1 2025 Added 4.33%
$17.2B
$1.91 Million 0.02% of portfolio
4,391
Q1 2025 Added 24.36%
$39.2B
$1.22 Million 0.02% of portfolio
9,352
Q1 2025 Reduced 12.17%
$27.5B
$1.26 Million 0.02% of portfolio
5,540
Q1 2025 Added 13.15%
$21.5B
$1.57 Million 0.02% of portfolio
7,619
Q1 2025 Added 15.23%
$40B
$1.83 Million 0.02% of portfolio
16,568
Q1 2025 Added 6.19%
$37.5B
$1.52 Million 0.02% of portfolio
33,192
Q1 2025 Added 33.83%
$92.1B
$1.76 Million 0.02% of portfolio
5,005
Q1 2025 Reduced 5.9%
$1.29B
$1.51 Million 0.02% of portfolio
80,343
Q1 2025 Reduced 8.77%
$23.5B
$1.4 Million 0.02% of portfolio
8,786
Q1 2025 Added 2.78%
$0
$1.77 Million 0.02% of portfolio
37,138
Q1 2025 Reduced 2.98%
$0
$1.64 Million 0.02% of portfolio
60,850
Q1 2025 Added 67.35%
$45.3B
$1.37 Million 0.02% of portfolio
24,455
Q1 2025 Added 4.24%

Summary

  • Portfolio
  • No. of Stocks 1,393
  • Current Value $8.01 Billion
  • Prior Value $8.28 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 116 stocks
  • Additional Purchases 646 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 575 stocks
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