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Resources Investment Advisors

Latest statistics and disclosures from Resources Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPLG, IUSB, SCHZ, VOO, and represent 15.36% of Resources Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GSLC (+$61M), MBB (+$53M), CVS (+$50M), SPLG (+$45M), IUSB (+$40M), IVV (+$39M), DGRW (+$31M), QUAL (+$30M), XSOE (+$28M), GSIE (+$26M).
Started 180 new stock positions in VSGX, DGRW, EL, PWR, IVLU, WLY, WTW, DRIV, DXJ, RPG.
Reduced shares in these 10 stocks: SCHD (-$19M), EELV (-$18M), MTUM (-$17M), SCHZ (-$11M), SHYG (-$10M), SCHM (-$9.6M), TLH (-$9.3M), FLRN (-$8.9M), VNLA (-$8.6M), AMGN (-$7.9M).
Sold out of its positions in OCTW, DTE, FHLC, FCG, XJUN, GAB, GPC, NOCT, PEJ, PDP.
Resources Investment Advisors was a net buyer of stock by $639M.
Resources Investment Advisors has $4.3B in assets under management (AUM), dropping by 23.47%.
Central Index Key (CIK): 0001690370

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Portfolio Holdings for Resources Investment Advisors

Resources Investment Advisors holds 967 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Resources Investment Advisors has 967 total positions. Only the first 250 positions are shown.

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Download the Resources Investment Advisors March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.2	$178M	+28%	432k	411.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.9	$165M	+37%	3.4M	48.15	View chart
Ishares Tr Core Total Usd (IUSB)	2.5	$106M	+61%	2.3M	46.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.4	$104M	-9%	2.2M	46.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$102M		272k	376.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$91M		2.6M	34.80	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$86M	+159%	911k	94.73	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.0	$84M	-8%	1.1M	73.83	View chart
Apple (AAPL)	2.0	$83M	+7%	504k	164.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$76M	+65%	611k	124.06	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.5	$66M	-8%	1.1M	60.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$61M	NEW	755k	81.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.4	$59M	+60%	624k	93.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$58M	-24%	792k	73.16	View chart
Setup an alert Resources Investment Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? Email Address
Ishares Tr Eafe Value Etf (EFV)	1.3	$55M	-3%	1.1M	48.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.2	$52M	-8%	797k	65.58	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.2	$52M	-14%	1.1M	47.75	View chart
CVS Caremark Corporation (CVS)	1.2	$52M	+2616%	695k	74.31	View chart
Microsoft Corporation (MSFT)	1.2	$51M	+15%	178k	288.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$51M	-15%	745k	67.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$50M	-5%	768k	65.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$47M	+32%	645k	72.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$42M	+28%	744k	57.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$41M	+5%	165k	250.16	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$40M	-2%	373k	107.74	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$37M	+336%	1.3M	27.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$36M	+52%	390k	92.81	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$36M	+67%	385k	92.76	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$34M	+199%	474k	70.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.8	$33M	+131%	649k	50.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$31M	NEW	491k	62.34	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$31M	+73%	1.1M	28.94	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$30M		206k	146.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$29M	+3%	143k	204.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$29M	+22%	426k	66.85	View chart
Amazon (AMZN)	0.7	$28M	+13%	275k	103.29	View chart
Spdr Ser Tr S&p 600 Sml Cap (SLY)	0.7	$28M	-7%	334k	84.03	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.7	$28M	-7%	887k	31.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$27M	-8%	275k	96.70	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$26M	NEW	840k	30.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$25M		172k	144.62	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$24M	+70%	684k	35.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$24M	+114%	272k	86.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$23M	+8%	226k	103.73	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$23M	+50%	755k	30.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$23M	+9%	56k	409.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$22M	+20%	145k	154.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$22M	-4%	266k	82.16	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$21M	-7%	426k	50.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$21M	-44%	154k	139.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$21M		418k	50.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$19M	+6%	363k	53.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$18M	+5476%	485k	37.37	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$18M	+27%	160k	110.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$18M	+3%	718k	24.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$16M	+5%	52k	308.77	View chart
JPMorgan Chase & Co. (JPM)	0.4	$16M	+8%	120k	130.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$15M	+2%	68k	225.23	View chart
Privia Health Group (PRVA)	0.4	$15M	-11%	550k	27.61	View chart
Valmont Industries (VMI)	0.4	$15M		47k	319.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$15M		457k	32.12	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$15M	-4%	292k	49.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$14M	-21%	301k	47.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$14M	+29%	145k	99.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$14M		185k	75.55	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$14M	+41%	529k	26.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$14M		325k	41.93	View chart
UnitedHealth (UNH)	0.3	$13M	+22%	28k	472.60	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$13M	+33%	499k	25.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$13M	+3%	173k	73.83	View chart
Johnson & Johnson (JNJ)	0.3	$13M	+11%	81k	155.00	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$12M	-9%	351k	34.33	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$12M	-7%	231k	50.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$12M	-37%	37k	320.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$12M	+5%	107k	109.66	View chart
Palo Alto Networks (PANW)	0.3	$12M	+109%	58k	199.74	View chart
NVIDIA Corporation (NVDA)	0.3	$12M	-17%	42k	277.77	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$11M	+27%	216k	50.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$11M	-48%	258k	41.68	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$11M	+60%	39k	273.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$10M		68k	151.76	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$10M		300k	34.00	View chart
Boeing Company (BA)	0.2	$10M		47k	212.43	View chart
Wal-Mart Stores (WMT)	0.2	$9.8M	+3%	67k	147.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.7M	+21%	40k	244.33	View chart
Automatic Data Processing (ADP)	0.2	$9.4M		42k	222.63	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.2	$9.4M	+32%	368k	25.58	View chart
Visa Com Cl A (V)	0.2	$9.4M	+44%	42k	225.46	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$9.3M		104k	88.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$9.2M	+14%	49k	187.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$9.2M	+143%	168k	54.60	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$9.1M	+118%	99k	91.31	View chart
Qualcomm (QCOM)	0.2	$8.9M		70k	127.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$8.8M		176k	49.99	View chart
Simplify Exchange Traded Fun Convexity Etf (EAFD)	0.2	$8.8M	+11%	444k	19.73	View chart
Strategy Day Hagan Ned (SSUS)	0.2	$8.6M	+66%	261k	33.01	View chart
Pepsi (PEP)	0.2	$8.5M	+16%	47k	182.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$8.2M	-3%	169k	48.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.1M	+34%	78k	104.00	View chart
Home Depot (HD)	0.2	$8.0M	+5%	27k	295.12	View chart
Procter & Gamble Company (PG)	0.2	$8.0M	+14%	54k	148.69	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$7.8M	+25%	110k	71.14	View chart
McDonald's Corporation (MCD)	0.2	$7.8M	+7%	28k	279.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$7.6M	+10%	119k	63.89	View chart
Tesla Motors (TSLA)	0.2	$7.6M	+12%	37k	207.46	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$7.5M	+106%	79k	94.88	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$7.5M	+148%	78k	96.20	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$7.5M	-4%	170k	43.94	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.4M	+20%	151k	48.79	View chart
Abbvie (ABBV)	0.2	$7.3M	+7%	46k	159.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$7.3M		144k	50.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.1M	+4%	38k	189.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.0M	+12%	46k	152.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$7.0M	+72%	66k	106.37	View chart
Merck & Co (MRK)	0.2	$6.9M	+25%	65k	106.39	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$6.9M	+45%	140k	49.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$6.9M	+194%	130k	52.89	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$6.8M		53k	130.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.8M	-22%	62k	110.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.6M	+14%	261k	25.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$6.6M	+4%	194k	34.13	View chart
EXACT Sciences Corporation (EXAS)	0.2	$6.6M	-3%	97k	67.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.4M	-16%	84k	76.23	View chart
ConocoPhillips (COP)	0.2	$6.4M		65k	99.21	View chart
Chevron Corporation (CVX)	0.2	$6.4M		39k	163.16	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$6.3M	+193%	86k	74.06	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$6.3M	+45%	290k	21.75	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$6.1M	-10%	344k	17.87	View chart
Meta Platforms Cl A (META)	0.1	$6.1M	+75%	29k	211.94	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.1	$6.1M	-9%	61k	100.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.0M	-4%	61k	99.64	View chart
Costco Wholesale Corporation (COST)	0.1	$5.9M	+18%	12k	496.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$5.7M		27k	210.92	View chart
Advanced Micro Devices (AMD)	0.1	$5.5M	+146%	56k	98.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.5M	-2%	41k	132.01	View chart
Cisco Systems (CSCO)	0.1	$5.4M	+21%	103k	52.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.3M	+9%	165k	32.15	View chart
Coca-Cola Company (KO)	0.1	$5.3M	+2%	85k	62.03	View chart
Pfizer (PFE)	0.1	$5.3M	+12%	130k	40.80	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$5.2M	-5%	221k	23.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.2M	+16%	49k	105.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.0M	+29%	69k	72.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.0M	+50%	90k	55.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.9M		67k	73.78	View chart
Broadcom (AVGO)	0.1	$4.9M	+3%	7.6k	641.50	View chart
Verizon Communications (VZ)	0.1	$4.9M	+21%	125k	38.89	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$4.9M	-51%	52k	92.59	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$4.8M	-10%	106k	45.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.8M		105k	45.17	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$4.7M	-5%	50k	92.82	View chart
Amgen (AMGN)	0.1	$4.6M	-63%	19k	241.75	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$4.6M	+9%	424k	10.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$4.5M	+34%	120k	37.32	View chart
Workiva Com Cl A (WK)	0.1	$4.5M		44k	102.41	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$4.4M	+19%	86k	50.66	View chart
Union Pacific Corporation (UNP)	0.1	$4.3M	+23%	22k	201.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.3M	NEW	72k	59.96	View chart
Servicenow (NOW)	0.1	$4.3M	+22%	9.2k	464.70	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)	0.1	$4.2M	-6%	137k	30.89	View chart
Deere & Company (DE)	0.1	$4.2M	+12%	10k	412.89	View chart
Everest Re Group (RE)	0.1	$4.2M		12k	358.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.1M	+56%	104k	39.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.1M		17k	249.43	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.1M		66k	62.31	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.1	$4.1M	+25%	146k	28.06	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.9M	+53%	5.7k	680.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.9M	+12%	40k	97.93	View chart
Bank of America Corporation (BAC)	0.1	$3.9M	+36%	135k	28.60	View chart
Vail Resorts (MTN)	0.1	$3.8M		16k	233.68	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.8M	+18%	149k	25.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN)	0.1	$3.7M	+522%	177k	21.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.7M	-11%	8.00	465600.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.7M	+3%	21k	178.40	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$3.7M	+48%	125k	29.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.7M	-4%	37k	99.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.7M	+20%	24k	151.01	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.6M	+23%	14k	255.47	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.6M	+21%	80k	44.87	View chart
Eli Lilly & Co. (LLY)	0.1	$3.6M		10k	343.41	View chart
Bristol Myers Squibb (BMY)	0.1	$3.5M	+10%	51k	69.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$3.5M	+40%	58k	60.95	View chart
Apollo Sr Floating Rate Fd I (AFT)	0.1	$3.5M	-4%	275k	12.63	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$3.5M	-6%	132k	26.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.4M	+24%	85k	40.40	View chart
Intel Corporation (INTC)	0.1	$3.4M	+24%	106k	32.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.4M	+188%	59k	58.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.4M	+8%	7.4k	458.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M		7.2k	472.75	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$3.4M	-72%	111k	30.43	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$3.3M		41k	80.66	View chart
Workday Cl A (WDAY)	0.1	$3.3M	+20%	16k	206.54	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$3.3M	-13%	69k	47.36	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.3M	+23%	86k	37.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.2M	+30%	45k	71.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.2M	+5%	103k	31.22	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.2M	-18%	54k	59.51	View chart
Walt Disney Company (DIS)	0.1	$3.2M	+3%	32k	100.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.2M		65k	48.92	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$3.2M	+21%	194k	16.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.2M		36k	87.84	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$3.1M	-5%	69k	45.24	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	0.1	$3.1M		50k	62.28	View chart
At&t (T)	0.1	$3.1M	+3%	160k	19.25	View chart
ConAgra Foods (CAG)	0.1	$3.1M	+8%	82k	37.56	View chart
Templeton Emerging Markets Income Fund (TEI)	0.1	$3.1M	-3%	605k	5.07	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$3.0M	-7%	13k	238.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.0M	+58%	64k	47.82	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$3.0M	+21%	65k	46.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.0M	-5%	22k	138.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.0M	-43%	29k	104.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.0M	+3%	16k	183.22	View chart
Keysight Technologies (KEYS)	0.1	$3.0M	+20%	18k	161.48	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$3.0M	+4%	59k	49.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.9M	+219%	61k	47.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.9M		18k	158.76	View chart
Lamb Weston Hldgs (LW)	0.1	$2.9M		27k	104.52	View chart
Phillips 66 (PSX)	0.1	$2.9M		28k	101.38	View chart
Honeywell International (HON)	0.1	$2.9M	+39%	15k	191.12	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	+2%	28k	101.26	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$2.8M	+16%	29k	95.78	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.8M	+7%	29k	96.47	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$2.8M	-5%	55k	50.65	View chart
American Express Company (AXP)	0.1	$2.8M	+54%	17k	164.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.7M	-57%	13k	216.40	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$2.7M	-14%	64k	42.70	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$2.7M	-3%	75k	36.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.7M	+16%	30k	90.55	View chart
Nextera Energy (NEE)	0.1	$2.7M	+5%	35k	77.08	View chart
Gilead Sciences (GILD)	0.1	$2.7M	+89%	32k	82.97	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$2.7M		78k	34.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.6M	+22%	28k	93.02	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$2.6M	NEW	37k	70.72	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$2.6M	-3%	132k	19.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.6M	+130%	34k	76.49	View chart
3M Company (MMM)	0.1	$2.6M	+31%	25k	105.11	View chart
O'reilly Automotive (ORLY)	0.1	$2.6M	+2%	3.1k	848.98	View chart
Activision Blizzard (ATVI)	0.1	$2.6M	+3%	30k	85.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.6M	-3%	32k	80.22	View chart
salesforce (CRM)	0.1	$2.5M	+3%	13k	199.78	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$2.5M	-53%	93k	26.67	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.5M	-6%	62k	40.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.5M		35k	69.92	View chart
Canadian Pacific Railway (CP)	0.1	$2.5M	+989%	32k	76.94	View chart
Pimco Etf Tr Broad Us Tips (TIPZ)	0.1	$2.5M	+136%	44k	55.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.4M		30k	83.04	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.4M	+7%	47k	50.54	View chart
Fiserv (FISV)	0.1	$2.4M	+22%	21k	113.03	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.4M	-5%	52k	45.08	View chart
Proshares Tr Ultrapro Short S (SPXU)	0.1	$2.3M	-48%	172k	13.48	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$2.3M	-4%	79k	29.23	View chart

Past Filings by Resources Investment Advisors

SEC 13F filings are viewable for Resources Investment Advisors going back to 2017

Resources Investment Advisors 2023 Q1 filed May 10, 2023
Resources Investment Advisors 2022 Q4 filed Feb. 2, 2023
Resources Investment Advisors 2022 Q3 filed Nov. 8, 2022
Resources Investment Advisors 2022 Q2 filed Aug. 8, 2022
Resources Investment Advisors 2022 Q1 filed May 5, 2022
Resources Investment Advisors 2021 Q4 filed Feb. 23, 2022
Resources Investment Advisors 2021 Q3 filed Nov. 5, 2021
Resources Investment Advisors 2021 Q2 filed Aug. 9, 2021
Resources Investment Advisors 2021 Q1 filed May 10, 2021
Resources Investment Advisors 2020 Q4 filed Feb. 8, 2021
Resources Investment Advisors 2020 Q3 filed Oct. 9, 2020
Resources Investment Advisors 2020 Q2 filed Aug. 14, 2020
Resources Investment Advisors 2020 Q1 filed May 14, 2020
Resources Investment Advisors 2019 Q4 filed Feb. 7, 2020
Resources Investment Advisors 2019 Q3 filed Nov. 8, 2019
Resources Investment Advisors 2019 Q2 filed Aug. 12, 2019

View all past filings

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Resources Investment Advisors

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Portfolio Holdings for Resources Investment Advisors

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Past Filings by Resources Investment Advisors