Resources Investment Advisors

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

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Positions held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Resources Investment Advisors

Companies in the Resources Investment Advisors portfolio as of the March 2021 quarterly 13F filing

Resources Investment Advisors has 664 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.1 $160M +10% 3.0M 53.95
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 4.7 $106M +7% 1.5M 69.28
Columbia Etf Tr I Diversifid Fxd (DIAL) 4.4 $100M +20% 4.7M 21.12
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 3.9 $89M +9% 1.4M 62.29
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.9 $65M +9% 1.3M 50.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $64M +5% 861k 74.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.8 $62M +5% 950k 65.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $58M +4% 448k 129.78
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 2.5 $57M +11% 1.7M 32.95
Tesla Motors (TSLA) 2.5 $56M 83k 667.95
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 2.4 $55M +22% 1.1M 51.30
Apple (AAPL) 1.9 $43M 355k 122.15
Spdr Ser Tr S&p 600 Sml Cap (SLY) 1.7 $39M +3% 419k 93.98
Ark Etf Tr Innovation Etf (ARKK) 1.7 $38M +144% 317k 119.95

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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $38M +20% 620k 60.50
American Centy Etf Tr Diversified Mu (TAXF) 1.6 $36M +27% 662k 54.61
Abbott Laboratories (ABT) 1.3 $30M 252k 119.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $30M 213k 141.66
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.2 $28M +15% 543k 51.35
Microsoft Corporation (MSFT) 0.9 $20M 84k 235.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $20M 197k 99.67
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $19M +7% 369k 50.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $18M 46k 396.34
Alphabet Cap Stk Cl A (GOOGL) 0.8 $18M +3% 8.5k 2062.56
Ishares Tr Core S&p500 Etf (IVV) 0.8 $17M +29% 43k 397.83
Overstock (OSTK) 0.7 $17M 251k 66.40
Qualcomm (QCOM) 0.7 $16M -3% 123k 132.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $15M -11% 75k 206.69
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.7 $15M +10% 113k 131.36
Amazon (AMZN) 0.6 $15M +3% 4.7k 3094.41
Ishares Tr National Mun Etf (MUB) 0.6 $14M -2% 124k 116.05
Facebook Cl A (FB) 0.6 $14M 48k 294.53
Signature Bank (SBNY) 0.6 $13M 58k 226.10
Valmont Industries (VMI) 0.6 $13M 54k 237.67
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $13M 88k 141.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $12M -4% 38k 319.12
Amgen (AMGN) 0.5 $12M +5% 47k 248.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $11M 31k 364.30
EXACT Sciences Corporation (EXAS) 0.5 $11M +5% 86k 131.78
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $11M -3% 245k 45.76
Fate Therapeutics (FATE) 0.5 $11M -2% 132k 82.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $11M 28.00 385714.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $9.8M 102k 96.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $9.2M -3% 95k 96.71
Roblox Corp Cl A (RBLX) 0.4 $8.9M NEW 138k 64.83
Ishares Tr U.s. Tech Etf (IYW) 0.4 $8.8M -3% 101k 87.71
Cerner Corporation (CERN) 0.4 $8.4M +5% 117k 71.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $8.0M 31k 255.46
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $7.8M +16% 137k 57.12
Templeton Emerging Markets Income Fund (TEI) 0.3 $7.7M -4% 1.0M 7.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $7.7M 118k 65.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $7.7M 85k 90.78
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $7.5M -35% 73k 101.91
NVIDIA Corporation (NVDA) 0.3 $7.4M +5% 14k 533.91
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $7.4M +37% 68k 108.53
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $7.4M -8% 51k 144.20
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $7.3M -26% 246k 29.70
Apollo Sr Floating Rate Fd I (AFT) 0.3 $6.7M -3% 448k 14.86
Walt Disney Company (DIS) 0.3 $6.4M +4% 35k 184.50
JPMorgan Chase & Co. (JPM) 0.3 $6.3M -4% 42k 152.22
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.3M +61% 55k 113.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $6.1M +95% 125k 49.19
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $6.1M 27k 221.35
Invitae (NVTA) 0.3 $6.0M -6% 157k 38.21
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $5.9M 155k 38.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $5.9M 23k 260.29
Karuna Therapeutics Ord (KRTX) 0.3 $5.7M -13% 47k 120.22
Ishares Tr U.s. Finls Etf (IYF) 0.2 $5.5M 73k 74.88
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $5.5M -28% 99k 55.39
Vail Resorts (MTN) 0.2 $5.0M 17k 291.67
Exxon Mobil Corporation (XOM) 0.2 $5.0M 90k 55.83
Johnson & Johnson (JNJ) 0.2 $4.9M +8% 30k 164.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.9M +2% 20k 242.99
First Tr Value Line Divid In SHS (FVD) 0.2 $4.9M -25% 129k 37.98
Advanced Micro Devices (AMD) 0.2 $4.8M -15% 61k 78.50
Intel Corporation (INTC) 0.2 $4.8M -7% 75k 64.00
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $4.4M +26% 113k 38.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $4.4M +5% 60k 72.92
Amarin Corp Spons Adr New (AMRN) 0.2 $4.3M -3% 700k 6.21
Home Depot (HD) 0.2 $4.3M -2% 14k 305.27
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.2M +6% 2.0k 2068.54
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $4.2M +192% 80k 52.84
Wal-Mart Stores (WMT) 0.2 $4.1M 30k 135.84
Verizon Communications (VZ) 0.2 $4.0M 69k 58.15
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $3.9M -2% 55k 70.81
At&t (T) 0.2 $3.9M 128k 30.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.8M -6% 26k 147.05
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $3.7M -13% 17k 226.71
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.7M +3% 17k 214.11
Ishares Em Mkt Sm-cp Etf (EEMS) 0.2 $3.6M -9% 63k 57.49
Pfizer (PFE) 0.2 $3.6M +3% 99k 36.23
Workiva Com Cl A (WK) 0.2 $3.6M 41k 88.27
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $3.5M +886% 161k 22.10
Paypal Holdings (PYPL) 0.2 $3.5M +40% 15k 242.87
Vanguard World Fds Health Car Etf (VHT) 0.2 $3.5M 15k 228.75
Abbvie (ABBV) 0.2 $3.4M +2% 32k 108.23
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $3.4M -12% 69k 49.51
Union Pacific Corporation (UNP) 0.1 $3.4M 15k 220.33
Blackstone Group Inc Com Cl A (BX) 0.1 $3.3M +2% 45k 74.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.3M -2% 36k 91.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.3M +3% 22k 151.55
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.1 $3.3M +70% 71k 45.97
Cisco Systems (CSCO) 0.1 $3.2M 62k 51.71
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $3.1M +75% 27k 112.94
Boeing Company (BA) 0.1 $3.1M +3% 12k 254.71
Pepsi (PEP) 0.1 $3.0M 21k 141.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.9M +256% 48k 60.69
ConocoPhillips (COP) 0.1 $2.9M -2% 55k 52.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.9M -5% 27k 107.81
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $2.9M 58k 49.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.8M 75k 37.62
Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.8M 51k 54.87
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $2.8M +146% 93k 29.65
Bank of America Corporation (BAC) 0.1 $2.7M +20% 71k 38.70
Roku Com Cl A (ROKU) 0.1 $2.7M +25% 8.4k 325.74
ConAgra Foods (CAG) 0.1 $2.7M 73k 37.59
McDonald's Corporation (MCD) 0.1 $2.7M +43% 12k 224.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $2.7M +18% 85k 31.78
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.1 $2.7M +19% 60k 45.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.7M +233% 43k 62.71
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $2.7M -5% 60k 44.64
Micron Technology (MU) 0.1 $2.7M -16% 30k 88.19
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $2.6M 47k 56.39
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $2.6M +4% 130k 20.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.6M 32k 82.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.6M +19% 31k 84.70
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.6M -2% 128k 20.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.6M -6% 21k 121.79
Ishares Tr Msci Usa Value (VLUE) 0.1 $2.5M -3% 25k 102.46
Merck & Co (MRK) 0.1 $2.5M +9% 33k 77.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.5M -9% 9.7k 257.12
UnitedHealth (UNH) 0.1 $2.4M -9% 6.6k 372.02
Fidelity Covington Trust Ltd Trm Bd Etf (FLTB) 0.1 $2.4M -3% 46k 52.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.4M +9% 5.0k 475.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.4M -7% 23k 101.12
Phillips 66 (PSX) 0.1 $2.4M 29k 81.54
First Tr Exchange Traded Dj Intl Intrnt (FDNI) 0.1 $2.3M +93% 52k 45.19
Teladoc (TDOC) 0.1 $2.3M -12% 13k 181.75
Nextera Energy (NEE) 0.1 $2.3M +19% 30k 75.61
Ishares Msci Emerg Mrkt (EEMV) 0.1 $2.2M -6% 36k 63.15
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $2.2M +5% 151k 14.86
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.2M +15% 29k 75.90
3M Company (MMM) 0.1 $2.2M +13% 12k 192.65
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.2M +2% 147k 15.00
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $2.2M -4% 38k 56.44
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.2M -11% 14k 159.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $2.1M 42k 50.78
Lamb Weston Hldgs (LW) 0.1 $2.1M 27k 77.50
Lockheed Martin Corporation (LMT) 0.1 $2.1M +2% 5.6k 369.56
Raytheon Technologies Corp (RTX) 0.1 $2.1M +7% 27k 77.27
Square Cl A (SQ) 0.1 $2.0M +15% 9.0k 227.11
Wells Fargo & Company (WFC) 0.1 $2.0M +10% 52k 39.08
Target Corporation (TGT) 0.1 $2.0M +4% 10k 198.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.0M +2% 39k 52.05
Procter & Gamble Company (PG) 0.1 $2.0M +24% 15k 135.42
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $2.0M -9% 33k 59.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.0M +4% 22k 91.59
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.0M +20% 8.9k 220.96
Texas Instruments Incorporated (TXN) 0.1 $1.9M 10k 188.95
CVS Caremark Corporation (CVS) 0.1 $1.9M +5% 25k 75.24
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.1 $1.8M -24% 36k 51.03
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.1 $1.8M 61k 29.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.8M 11k 165.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.8M +246% 41k 43.78
Coca-Cola Company (KO) 0.1 $1.8M +10% 34k 52.70
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.8M -4% 35k 51.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.8M -12% 32k 54.70
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.7M +7% 4.9k 358.44
Deere & Company (DE) 0.1 $1.7M +10% 4.7k 374.02
Nuveen Mun High Income Opp F (NMZ) 0.1 $1.7M +4% 121k 14.43
Wisdomtree Tr Yield Enhanced (SHAG) 0.1 $1.7M -6% 34k 50.98
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $1.7M +5% 34k 49.10
Chevron Corporation (CVX) 0.1 $1.7M -4% 16k 104.78
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $1.7M +16% 63k 26.90
Northrop Grumman Corporation (NOC) 0.1 $1.7M +320% 5.1k 323.74
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.7M 25k 65.47
Costco Wholesale Corporation (COST) 0.1 $1.6M +17% 4.7k 352.49
Visa Com Cl A (V) 0.1 $1.6M -3% 7.7k 211.74
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M +11% 34k 48.26
Cigna Corp (CI) 0.1 $1.6M 6.7k 241.76
Ishares Tr Select Divid Etf (DVY) 0.1 $1.6M -7% 14k 114.23
Bristol Myers Squibb (BMY) 0.1 $1.6M +9% 26k 63.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.6M -4% 26k 61.49
Stratasys SHS (SSYS) 0.1 $1.6M -3% 62k 25.92
Viatris (VTRS) 0.1 $1.6M +52% 112k 13.97
Eli Lilly & Co. (LLY) 0.1 $1.6M -26% 8.4k 186.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.6M -2% 5.7k 274.59
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.5M +5% 30k 51.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M +17% 29k 53.34
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.5M -3% 9.5k 160.89
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.1 $1.5M +11% 48k 31.79
United Parcel Service CL B (UPS) 0.1 $1.5M +6% 9.0k 169.96
O'reilly Automotive (ORLY) 0.1 $1.5M +9% 3.0k 507.14
Honeywell International (HON) 0.1 $1.5M -11% 6.9k 217.04
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $1.5M 6.3k 234.98
First Tr Exchange-traded Dorsey Wright (FVC) 0.1 $1.5M -10% 43k 34.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.5M +516% 20k 71.83
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 11k 131.47
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $1.5M -63% 44k 33.19
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.1 $1.5M NEW 44k 32.90
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M -26% 11k 132.82
United Rentals (URI) 0.1 $1.4M 4.4k 329.37
Ishares Tr Mbs Etf (MBB) 0.1 $1.4M -7% 13k 108.40
Proshares Tr Ultrashrt S&p500 (SDS) 0.1 $1.4M 131k 10.82
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.4M +20% 11k 125.50
Skyworks Solutions (SWKS) 0.1 $1.3M -11% 7.4k 183.46
Select Sector Spdr Tr Energy (XLE) 0.1 $1.3M +3% 27k 49.09
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.3M +27% 28k 48.28
Mastercard Incorporated Cl A (MA) 0.1 $1.3M -10% 3.7k 355.95
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.3M -12% 4.4k 296.57
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.3M 15k 88.72
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.1 $1.3M NEW 47k 27.55
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $1.3M -3% 25k 50.24
Nxp Semiconductors N V (NXPI) 0.1 $1.2M +48% 6.2k 201.36
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $1.2M +226% 19k 66.32
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.2M -4% 17k 72.07
Caterpillar (CAT) 0.1 $1.2M -20% 5.3k 231.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.2M +8% 31k 39.43
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $1.2M -8% 14k 90.58
Enterprise Financial Services (EFSC) 0.1 $1.2M 24k 49.45
Ishares Silver Tr Ishares (SLV) 0.1 $1.2M +2% 53k 22.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.2M -7% 10k 118.24
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $1.2M 11k 103.23
Paysign (PAYS) 0.1 $1.2M -4% 267k 4.37
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 15k 78.36
Netflix (NFLX) 0.1 $1.1M 2.2k 521.68
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.1M +7% 4.5k 252.41
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.1M -12% 27k 41.10
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.1M +28% 4.9k 223.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $1.1M -5% 21k 51.28
3-d Sys Corp Del Com New (DDD) 0.0 $1.1M -13% 40k 27.44
Us Bancorp Del Com New (USB) 0.0 $1.1M -3% 20k 55.30
Teradyne (TER) 0.0 $1.1M +35% 8.8k 121.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.1M +13% 10k 101.94
C H Robinson Worldwide Com New (CHRW) 0.0 $1.1M 11k 95.43
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.0 $1.0M +7% 16k 65.97
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.0 $1.0M +6% 6.5k 157.10
First Tr Morningstar Divid L SHS (FDL) 0.0 $1.0M 31k 32.73
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $1.0M -2% 32k 32.02
Applied Materials (AMAT) 0.0 $1.0M +72% 7.5k 133.61
Shopify Cl A (SHOP) 0.0 $1.0M 909.00 1106.71
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.0M +52% 27k 37.90
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $1000k +12% 16k 61.91
Paychex (PAYX) 0.0 $989k 10k 97.99
Paccar (PCAR) 0.0 $980k +37% 11k 92.88
Medtronic SHS (MDT) 0.0 $980k +2% 8.3k 118.16
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $979k -6% 38k 25.85
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $971k -18% 4.5k 218.06
Emerson Electric (EMR) 0.0 $970k 11k 90.22
American Express Company (AXP) 0.0 $964k -2% 6.8k 141.43

Past Filings by Resources Investment Advisors

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