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Resources Investment Advisors, LLC. Buys Dimensional World ex U.S. Core Equity 2 ETF, ISHARES TRUST, FIRST TR EXCHANGE, Sells iShares U.S. Preferred Stock, ESS U.S.Global Jets ETF, Roku Inc

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Nov 05, 2021
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Investment company Resources Investment Advisors, LLC. (Current Portfolio) buys Dimensional World ex U.S. Core Equity 2 ETF, ISHARES TRUST, FIRST TR EXCHANGE, ISHARES TRUST, Fortinet Inc, sells iShares U.S. Preferred Stock, ESS U.S.Global Jets ETF, Roku Inc, Activision Blizzard Inc, SPDR Biotech ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Resources Investment Advisors, LLC.. As of 2021Q3, Resources Investment Advisors, LLC. owns 751 stocks with a total value of $2.5 billion. These are the details of the buys and sells.

For the details of Resources Investment Advisors, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/resources+investment+advisors%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Resources Investment Advisors, LLC.
  1. Schwab US Aggregate Bond ETF (SCHZ) - 3,527,725 shares, 7.62% of the total portfolio. Shares added by 5.75%
  2. VanEck Morningstar Wide Moat ETF (MOAT) - 1,750,307 shares, 5.10% of the total portfolio. Shares added by 4.76%
  3. Columbia Diversified Fixed Income Allocation ETF (DIAL) - 5,849,035 shares, 4.97% of the total portfolio. Shares added by 7.13%
  4. Goldman Sachs Equal Weight U.S. Large Cap Equity E (GSEW) - 1,713,153 shares, 4.56% of the total portfolio. Shares added by 6.16%
  5. Schwab U.S. Mid-Cap ETF (SCHM) - 1,020,804 shares, 3.11% of the total portfolio. Shares added by 5.99%
New Purchase: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Resources Investment Advisors, LLC. initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $25.83 and $27.09, with an estimated average price of $26.41. The stock is now traded at around $26.660000. The impact to a portfolio due to this purchase was 0.65%. The holding were 634,476 shares as of 2021-09-30.

New Purchase: ISHARES TRUST (IUSV)

Resources Investment Advisors, LLC. initiated holding in ISHARES TRUST. The purchase prices were between $69.51 and $73.69, with an estimated average price of $72.22. The stock is now traded at around $75.550000. The impact to a portfolio due to this purchase was 0.14%. The holding were 49,659 shares as of 2021-09-30.

New Purchase: Innovator Growth Accelerated Plus ETF - April (QTAP)

Resources Investment Advisors, LLC. initiated holding in Innovator Growth Accelerated Plus ETF - April. The purchase prices were between $27.88 and $29.21, with an estimated average price of $28.67. The stock is now traded at around $29.930000. The impact to a portfolio due to this purchase was 0.04%. The holding were 35,170 shares as of 2021-09-30.

New Purchase: WisdomTree Emerging Markets Corporate Bond Fund (EMCB)

Resources Investment Advisors, LLC. initiated holding in WisdomTree Emerging Markets Corporate Bond Fund. The purchase prices were between $74.91 and $76.13, with an estimated average price of $75.43. The stock is now traded at around $75.020000. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,227 shares as of 2021-09-30.

New Purchase: FT Cboe Vest U.S. Equity Buffer ETF - July (FJUL)

Resources Investment Advisors, LLC. initiated holding in FT Cboe Vest U.S. Equity Buffer ETF - July. The purchase prices were between $34.24 and $35.61, with an estimated average price of $35.04. The stock is now traded at around $36.255000. The impact to a portfolio due to this purchase was 0.04%. The holding were 31,315 shares as of 2021-09-30.

New Purchase: Innovator Triple Stacker ETF - January (TSJA)

Resources Investment Advisors, LLC. initiated holding in Innovator Triple Stacker ETF - January. The purchase prices were between $27.94 and $29.08, with an estimated average price of $28.7. The stock is now traded at around $29.635000. The impact to a portfolio due to this purchase was 0.03%. The holding were 24,763 shares as of 2021-09-30.

Added: FIRST TR EXCHANGE (FTSL)

Resources Investment Advisors, LLC. added to a holding in FIRST TR EXCHANGE by 121.21%. The purchase prices were between $47.35 and $47.86, with an estimated average price of $47.57. The stock is now traded at around $47.975000. The impact to a portfolio due to this purchase was 0.11%. The holding were 105,754 shares as of 2021-09-30.

Added: ISHARES TRUST (IUSG)

Resources Investment Advisors, LLC. added to a holding in ISHARES TRUST by 33.23%. The purchase prices were between $101.22 and $109.25, with an estimated average price of $105.45. The stock is now traded at around $114.380000. The impact to a portfolio due to this purchase was 0.11%. The holding were 111,720 shares as of 2021-09-30.

Added: Fortinet Inc (FTNT)

Resources Investment Advisors, LLC. added to a holding in Fortinet Inc by 853.58%. The purchase prices were between $242.34 and $320.19, with an estimated average price of $289.33. The stock is now traded at around $335.100000. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,134 shares as of 2021-09-30.

Added: First Trust Preferred Securities and Income ETF (FPE)

Resources Investment Advisors, LLC. added to a holding in First Trust Preferred Securities and Income ETF by 62.84%. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.547300. The impact to a portfolio due to this purchase was 0.08%. The holding were 240,641 shares as of 2021-09-30.

Added: Schwab US Dividend Equity ETF (SCHD)

Resources Investment Advisors, LLC. added to a holding in Schwab US Dividend Equity ETF by 25.41%. The purchase prices were between $73.64 and $77.51, with an estimated average price of $75.71. The stock is now traded at around $78.725000. The impact to a portfolio due to this purchase was 0.05%. The holding were 81,453 shares as of 2021-09-30.

Added: iShares High Yield Bond Factor ETF (HYDB)

Resources Investment Advisors, LLC. added to a holding in iShares High Yield Bond Factor ETF by 310.89%. The purchase prices were between $50.98 and $51.88, with an estimated average price of $51.43. The stock is now traded at around $51.784100. The impact to a portfolio due to this purchase was 0.05%. The holding were 27,953 shares as of 2021-09-30.

Sold Out: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Resources Investment Advisors, LLC. sold out a holding in SPDR Bloomberg 1-3 Month T-Bill ETF. The sale prices were between $91.45 and $91.48, with an estimated average price of $91.46.

Sold Out: FIRST TR EXCH VII (FTGC)

Resources Investment Advisors, LLC. sold out a holding in FIRST TR EXCH VII. The sale prices were between $22.72 and $24.29, with an estimated average price of $23.64.

Sold Out: Invesco China Technology ETF (CQQQ)

Resources Investment Advisors, LLC. sold out a holding in Invesco China Technology ETF. The sale prices were between $63.94 and $82.69, with an estimated average price of $71.5.

Sold Out: (MXIM)

Resources Investment Advisors, LLC. sold out a holding in . The sale prices were between $96.12 and $106.63, with an estimated average price of $100.35.

Sold Out: Activision Blizzard Inc (ATVI)

Resources Investment Advisors, LLC. sold out a holding in Activision Blizzard Inc. The sale prices were between $72.81 and $94.4, with an estimated average price of $83.7.

Sold Out: Newmont Corp (NEM)

Resources Investment Advisors, LLC. sold out a holding in Newmont Corp. The sale prices were between $53.71 and $63.98, with an estimated average price of $59.05.

Reduced: iShares U.S. Preferred Stock (PFF)

Resources Investment Advisors, LLC. reduced to a holding in iShares U.S. Preferred Stock by 28.52%. The sale prices were between $38.38 and $39.33, with an estimated average price of $38.93. The stock is now traded at around $39.360000. The impact to a portfolio due to this sale was -0.07%. Resources Investment Advisors, LLC. still held 108,640 shares as of 2021-09-30.

Reduced: ESS U.S.Global Jets ETF (JETS)

Resources Investment Advisors, LLC. reduced to a holding in ESS U.S.Global Jets ETF by 84.53%. The sale prices were between $21.57 and $24.62, with an estimated average price of $23.06. The stock is now traded at around $24.529900. The impact to a portfolio due to this sale was -0.05%. Resources Investment Advisors, LLC. still held 9,883 shares as of 2021-09-30.

Reduced: Roku Inc (ROKU)

Resources Investment Advisors, LLC. reduced to a holding in Roku Inc by 22.69%. The sale prices were between $302.92 and $479.5, with an estimated average price of $377.12. The stock is now traded at around $276.630000. The impact to a portfolio due to this sale was -0.03%. Resources Investment Advisors, LLC. still held 5,114 shares as of 2021-09-30.



Here is the complete portfolio of Resources Investment Advisors, LLC.. Also check out:

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3. Resources Investment Advisors, LLC.'s High Yield stocks
4. Stocks that Resources Investment Advisors, LLC. keeps buying
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