Latest Resources Investment Advisors, LLC. Stock Portfolio
Resources Investment Advisors, LLC. Performance:
2025 Q3: 2.32%YTD: 25.11%2024: 4.42%
Performance for 2025 Q3 is 2.32%, and YTD is 25.11%, and 2024 is 4.42%.
About Resources Investment Advisors, LLC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, OneDigital Investment Advisors LLC reported an equity portfolio of $9.7 Billions as of 30 Sep, 2025.
The top stock holdings of OneDigital Investment Advisors LLC are BIL, ACWF, BECO. The fund has invested 4.8% of it's portfolio in SPDR SERIES TRUST and 3.2% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES INC (ACWV), LKQ CORP (LKQ) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in WORKDAY INC (WDAY), ISHARES TR and SPDR SERIES TRUST (BIL). OneDigital Investment Advisors LLC opened new stock positions in BLACKROCK ETF TRUST II (HYMU), ISHARES TR (AMPS) and BIO-TECHNE CORP (TECH). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), VIVID SEATS INC (SEAT) and MSP RECOVERY INC (MSPR).
The top stock holdings of OneDigital Investment Advisors LLC are BIL, ACWF, BECO. The fund has invested 4.8% of it's portfolio in SPDR SERIES TRUST and 3.2% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES INC (ACWV), LKQ CORP (LKQ) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in WORKDAY INC (WDAY), ISHARES TR and SPDR SERIES TRUST (BIL). OneDigital Investment Advisors LLC opened new stock positions in BLACKROCK ETF TRUST II (HYMU), ISHARES TR (AMPS) and BIO-TECHNE CORP (TECH). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), VIVID SEATS INC (SEAT) and MSP RECOVERY INC (MSPR).
Resources Investment Advisors, LLC. Annual Return Estimates Vs S&P 500
Our best estimate is that OneDigital Investment Advisors LLC made a return of 2.32% in the last quarter. In trailing 12 months, it's portfolio return was 25.55%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust ii | 6,227,280 |
| ishares tr | 5,921,970 |
| bio-techne corp | 5,751,730 |
| etf opportunities trust | 2,825,150 |
New stocks bought by Resources Investment Advisors, LLC.
Additions
| Ticker | % Inc. |
|---|---|
| global x fds | 10,495 |
| spdr series trust | 543 |
| j p morgan exchange traded f | 259 |
| samsara inc | 184 |
| franklin templeton etf tr | 169 |
| fidelity merrimack str tr | 147 |
| fidelity covington trust | 141 |
| fidelity covington trust | 139 |
Additions to existing portfolio by Resources Investment Advisors, LLC.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -80.58 |
| intuitive surgical inc | -74.33 |
| ishares tr | -74.19 |
| salesforce inc | -64.99 |
| stryker corporation | -59.68 |
| ishares tr | -51.53 |
| ishares tr | -49.13 |
| ishares tr | -45.29 |
Resources Investment Advisors, LLC. reduced stake in above stock
Sold off
Sector Distribution
OneDigital Investment Advisors LLC has about 79.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 79.8 |
| Technology | 7.9 |
| Healthcare | 2.1 |
| Industrials | 2 |
| Financial Services | 2 |
| Consumer Cyclical | 1.9 |
| Communication Services | 1.3 |
| Utilities | 1.1 |
Market Cap. Distribution
OneDigital Investment Advisors LLC has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 79.8 |
| MEGA-CAP | 9 |
| LARGE-CAP | 7.2 |
| MID-CAP | 3 |
Stocks belong to which Index?
About 18.3% of the stocks held by OneDigital Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 81.6 |
| S&P 500 | 14.9 |
| RUSSELL 2000 | 3.4 |
Resources Investment Advisors, LLC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Resources Investment Advisors, LLC.
OneDigital Investment Advisors LLC has 1480 stocks in it's portfolio. About 23.7% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for OneDigital Investment Advisors LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.03 | 77,958 | 2,971,760 | added | 6.47 | ||
| AAPL | apple inc | 1.56 | 596,489 | 151,884,000 | added | 2.09 | ||
| AAXJ | ishares tr | 1.55 | 1,583,830 | 150,701,000 | added | 2.59 | ||
| AAXJ | ishares tr | 1.53 | 2,197,980 | 149,089,000 | reduced | -11.35 | ||
| AAXJ | ishares tr | 0.82 | 747,406 | 79,591,300 | added | 15.48 | ||
| AAXJ | ishares tr | 0.36 | 292,529 | 34,960,200 | added | 0.28 | ||
| AAXJ | ishares tr | 0.30 | 312,520 | 29,748,800 | reduced | -7.74 | ||
| AAXJ | ishares tr | 0.30 | 542,939 | 28,792,100 | added | 5.64 | ||
| AAXJ | ishares tr | 0.23 | 194,570 | 22,157,700 | reduced | -74.19 | ||
| AAXJ | ishares tr | 0.22 | 403,996 | 21,096,700 | reduced | -1.7 | ||
| AAXJ | ishares tr | 0.12 | 106,439 | 11,213,900 | reduced | -4.54 | ||
| AAXJ | ishares tr | 0.10 | 91,812 | 9,455,740 | reduced | -3.3 | ||
| AAXJ | ishares tr | 0.07 | 116,451 | 6,642,370 | added | 4.4 | ||
| AAXJ | ishares tr | 0.04 | 25,404 | 3,446,030 | added | 6.88 | ||
| AAXJ | ishares tr | 0.03 | 33,521 | 2,721,600 | reduced | -2.59 | ||
| AAXJ | ishares tr | 0.03 | 80,369 | 2,541,260 | reduced | -4.23 | ||
| AAXJ | ishares tr | 0.03 | 23,585 | 2,518,440 | reduced | -0.08 | ||
| ABBV | abbvie inc | 0.10 | 40,974 | 9,487,020 | reduced | -1.18 | ||
| ABEQ | unified ser tr | 0.05 | 131,544 | 4,746,110 | reduced | -1.7 | ||
| ABT | abbott labs | 0.04 | 28,903 | 3,871,210 | reduced | -0.33 | ||