Resources-Management-Corp-Ct-Adv

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "RGEN",
  "FIBK",
  "ITRI",
  "QRVO",
  "NTR",
  "NLY",
  "RJF",
  null,
  "AAL",
  "BEP",
  "SMCI",
  "AMR",
  "BCE",
  "ARI",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "ITT",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "KTB",
  "ALL",
  "GOOGL",
  null,
  null,
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ABR",
  "CP.TO",
  "AUB",
  "WRB",
  "BSX",
  "CMI",
  "LEG",
  null,
  "DUK",
  null,
  "D",
  "UTG",
  null,
  "EOG",
  "STNE",
  "FFBC",
  null,
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "ALTO",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "GBCI",
  "QCOM",
  "ISRG",
  null,
  "HLI",
  "ITW",
  "INGR",
  "RIVN",
  "EMR",
  "BCSF",
  "ICE",
  "META",
  "IVW",
  "IJH",
  "RPID",
  "ROG",
  "SWK",
  "KMI",
  "LRCX",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  null,
  "MDT",
  "AHCO",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "ELF",
  "EXC",
  "FHN",
  "FTV",
  "GE",
  "GPC",
  "GXO",
  "HIG",
  "NVS",
  "OMC",
  "ODFL",
  "ORLY",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "VHT",
  "DOC",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PKG",
  "PPG",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "SNV",
  "NBTB",
  "MRNA",
  "OSIS",
  "TLN",
  "ALC",
  "NBBK",
  "AB",
  "SPH",
  "SUN",
  "PNW",
  "STAG",
  "VWO",
  "GUT",
  "TRMK",
  "VIG",
  "TSCO",
  "XLB",
  "IWN",
  null,
  "OHI",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  null,
  "K",
  "TT",
  "HASI",
  "ARE",
  "SWX",
  "AEE",
  "HAL",
  "AVY",
  "AFL",
  "UBSI",
  "APH",
  "ALLE",
  "VFC",
  "FI",
  "NTRA",
  "WAB",
  "WSO",
  "F",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IR",
  null,
  "TTC",
  "AEP",
  "EKSO",
  "EVLV",
  "ES",
  "HIFS",
  "INDB",
  "JBLU",
  "AOS",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "LCID",
  "KD",
  null,
  "NEU",
  null,
  "DKNG",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WASH",
  "WMT",
  "WSBC",
  "WBS",
  "WFC",
  "WWD",
  "XPO",
  "XYL",
  "ZBRA",
  "SOLV",
  "LNT",
  "PTC",
  "MTB",
  "FBNC",
  "NSC",
  null,
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  "MGM",
  "SO",
  "TTD",
  "STBA",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RBLX",
  "SCI",
  "RUN",
  null,
  null,
  "LYV",
  "LYB",
  "GEV",
  "MELI",
  "MCK",
  "NUE",
  "FDX",
  "AME",
  null,
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BKU",
  "BNS",
  "BBWI",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BOKF",
  "BA",
  "BMY",
  "BIP",
  "BR",
  "CNI",
  "CARR",
  "CAVA",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CHCO",
  "KO",
  "CCOI",
  "CMA",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CBU",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "DCOM",
  "DLR",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 428
Total Value: 711113
Accession Number: 0000749044-25-000002
Form Type: 13F-HR
CIK: resources-management-corp-ct-adv
Manager Name: Resources-Management-Corp-Ct-Adv

Data Enrichment

90% identified

385 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

428 positions • $711.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 22

Sort by:

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:165

Value:$80.0K

% of Portfolio:11.2% ($80.0K/$711.1K)

ENTERGY CORP /DE/

ETR|29364G103

Shares:900

Value:$77.0K

% of Portfolio:10.8% ($77.0K/$711.1K)

464287556

Shares:572

Value:$73.0K

% of Portfolio:10.3% ($73.0K/$711.1K)

922908744

VTV|922908744

Shares:416

Value:$72.0K

% of Portfolio:10.1% ($72.0K/$711.1K)

PPG INDUSTRIES INC

PPG|693506107

Shares:640

Value:$70.0K

% of Portfolio:9.8% ($70.0K/$711.1K)

Cheniere Energy, Inc.

LNG|16411R208

Shares:300

Value:$69.0K

% of Portfolio:9.7% ($69.0K/$711.1K)

464287234

EEM|464287234

Shares:1.6K

Value:$69.0K

% of Portfolio:9.7% ($69.0K/$711.1K)

Motorola Solutions, Inc.

MSI|620076307

Shares:150

Value:$66.0K

% of Portfolio:9.3% ($66.0K/$711.1K)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:472

Value:$66.0K

% of Portfolio:9.3% ($66.0K/$711.1K)

922908652

VXF|922908652

Shares:374

Value:$64.0K

% of Portfolio:9.0% ($64.0K/$711.1K)

ALLIANT ENERGY CORP

LNT|018802108

Shares:1.0K

Value:$64.0K

% of Portfolio:9.0% ($64.0K/$711.1K)

WATSCO INC

WSO|942622200

Shares:125

Value:$64.0K

% of Portfolio:9.0% ($64.0K/$711.1K)

Cigna Group

CI|125523100

Shares:193

Value:$63.0K

% of Portfolio:8.9% ($63.0K/$711.1K)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:947

Value:$61.0K

% of Portfolio:8.6% ($61.0K/$711.1K)

Zscaler, Inc.

ZS|98980G102

Shares:300

Value:$60.0K

% of Portfolio:8.4% ($60.0K/$711.1K)

Natera, Inc.

NTRA|632307104

Shares:407

Value:$58.0K

% of Portfolio:8.2% ($58.0K/$711.1K)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:200

Value:$57.0K

% of Portfolio:8.0% ($57.0K/$711.1K)

922908637

VV|922908637

Shares:210

Value:$54.0K

% of Portfolio:7.6% ($54.0K/$711.1K)

46641Q209

Shares:900

Value:$51.0K

% of Portfolio:7.2% ($51.0K/$711.1K)

Uber Technologies, Inc

UBER|90353T100

Shares:682

Value:$50.0K

% of Portfolio:7.0% ($50.0K/$711.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	165	QoQ 0.00% (-0) YoY -37.73% (-100)	All Managers (Combined)	$80.0K	11.2% ($80.0K/$711.1K)	QoQ -9.09% (-$0) YoY -31.03% (-$0)
ENTERGY CORP /DE/(ETRcusip29364G103)	900	QoQ 0.00% (+0) YoY +50.00% (+300)	All Managers (Combined)	$77.0K	10.8% ($77.0K/$711.1K)	QoQ +13.23% (+$0) YoY +22.22% (+$0)
(cusip464287556)✕	572	QoQ +110.29% (+300) YoY +102.83% (+290)	All Managers (Combined)	$73.0K	10.3% ($73.0K/$711.1K)	QoQ +102.77% (+$0) YoY +87.17% (+$0)
(VTVcusip922908744)	416	QoQ -26.50% (-150) YoY -26.50% (-150)	All Managers (Combined)	$72.0K	10.1% ($72.0K/$711.1K)	QoQ -25.00% (-$0) YoY -21.73% (-$0)
PPG INDUSTRIES INC(PPGcusip693506107)	640	QoQ -67.01% (-1.3K) YoY -73.98% (-1.8K)	All Managers (Combined)	$70.0K	9.8% ($70.0K/$711.1K)	QoQ -69.82% (-$0) YoY -80.33% (-$0)
Cheniere Energy, Inc.(LNGcusip16411R208)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$69.0K	9.7% ($69.0K/$711.1K)	QoQ NEW(+$0) YoY NEW(+$0)
(EEMcusip464287234)	1.6K	QoQ -66.48% (-3.1K) YoY -70.80% (-3.8K)	All Managers (Combined)	$69.0K	9.7% ($69.0K/$711.1K)	QoQ -65.15% (-$0) YoY -69.05% (-$0)
Motorola Solutions, Inc.(MSIcusip620076307)	150	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$66.0K	9.3% ($66.0K/$711.1K)	QoQ -4.34% (-$0) YoY +24.52% (+$0)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	472	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$66.0K	9.3% ($66.0K/$711.1K)	QoQ -9.58% (-$0) YoY +8.19% (+$0)
(VXFcusip922908652)	374	QoQ 0.00% (-0) YoY NEW(+374)	All Managers (Combined)	$64.0K	9.0% ($64.0K/$711.1K)	QoQ -9.85% (-$0) YoY NEW(+$0)
ALLIANT ENERGY CORP(LNTcusip018802108)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$64.0K	9.0% ($64.0K/$711.1K)	QoQ NEW(+$0) YoY NEW(+$0)
WATSCO INC(WSOcusip942622200)	125	QoQ 0.00% (+0) YoY -10.71% (-15)	All Managers (Combined)	$64.0K	9.0% ($64.0K/$711.1K)	QoQ +8.47% (+$0) YoY +6.66% (-$0)
Cigna Group(CIcusip125523100)	193	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$63.0K	8.9% ($63.0K/$711.1K)	QoQ +18.86% (+$0) YoY -10.00% (-$0)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	947	QoQ -65.17% (-1.8K) YoY -77.80% (-3.3K)	All Managers (Combined)	$61.0K	8.6% ($61.0K/$711.1K)	QoQ -74.68% (-$0) YoY -86.79% (-$0)
Zscaler, Inc.(ZScusip98980G102)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$60.0K	8.4% ($60.0K/$711.1K)	QoQ +11.11% (+$0) YoY +3.44% (+$0)
Natera, Inc.(NTRAcusip632307104)	407	QoQ NEW(+407) YoY NEW(+407)	All Managers (Combined)	$58.0K	8.2% ($58.0K/$711.1K)	QoQ NEW(+$0) YoY NEW(+$0)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	200	QoQ 0.00% (-0) YoY -44.28% (-159)	All Managers (Combined)	$57.0K	8.0% ($57.0K/$711.1K)	QoQ -25.97% (-$0) YoY -47.22% (-$0)
(VVcusip922908637)	210	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$54.0K	7.6% ($54.0K/$711.1K)	QoQ -5.26% (-$0) YoY +8.00% (+$0)
(cusip46641Q209)✕	900	QoQ 0.00% (+0) YoY -48.57% (-850)	All Managers (Combined)	$51.0K	7.2% ($51.0K/$711.1K)	QoQ +6.25% (+$0) YoY -48.48% (-$0)
Uber Technologies, Inc(UBERcusip90353T100)	682	QoQ 0.00% (+0) YoY +1.79% (-12)	All Managers (Combined)	$50.0K	7.0% ($50.0K/$711.1K)	QoQ +21.95% (+$0) YoY -3.84% (-$0)