Retirement Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Retirement Investment Advisors, Inc.Investment ActivityRetirement Investment Advisors, Inc. has $987.73 million in total holdings as of March 31, 2025.Retirement Investment Advisors, Inc. owns shares of 60 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.83% of the portfolio was purchased this quarter.About 0.10% of the portfolio was sold this quarter.This quarter, Retirement Investment Advisors, Inc. has purchased 62 new stocks and bought additional shares in 18 stocks.Retirement Investment Advisors, Inc. sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Value ETF $215,400,561Vanguard Growth ETF $187,018,246iShares Core MSCI EAFE ETF $147,045,595Vanguard Intermediate-Term Bond ETF $119,543,305iShares Core MSCI Emerging Markets ETF $69,749,695 Largest New Holdings this Quarter 780259305 - Shell $229,366 Holding Largest Purchases this Quarter Vanguard Value ETF 54,669 shares (about $9.44M)Vanguard Intermediate-Term Bond ETF 122,412 shares (about $9.37M)iShares Core MSCI EAFE ETF 122,508 shares (about $9.27M)iShares Core MSCI Emerging Markets ETF 83,678 shares (about $4.52M)Vanguard Small-Cap Value ETF 19,208 shares (about $3.58M) Largest Sales this Quarter NVIDIA 1,391 shares (about $150.76K)SPDR S&P 500 ETF Trust 127 shares (about $71.04K)Invesco QQQ 105 shares (about $49.24K)Exxon Mobil 309 shares (about $36.75K)SPDR S&P Dividend ETF 162 shares (about $21.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRetirement Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$215,400,561$9,443,523 ▲4.6%1,246,96421.8%ETFVUGVanguard Growth ETF$187,018,246$2,288,330 ▲1.2%504,33718.9%ETFIEFAiShares Core MSCI EAFE ETF$147,045,595$9,267,730 ▲6.7%1,943,76214.9%ETFBIVVanguard Intermediate-Term Bond ETF$119,543,305$9,373,087 ▲8.5%1,561,22912.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$69,749,695$4,516,102 ▲6.9%1,292,3797.1%ETFVBRVanguard Small-Cap Value ETF$65,965,662$3,578,258 ▲5.7%354,1026.7%ETFBNDXVanguard Total International Bond ETF$42,305,264$3,222,364 ▲8.2%866,5564.3%ETFMUBiShares National Muni Bond ETF$33,509,570$2,387,583 ▲7.7%317,8073.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$23,329,371$1,351,422 ▲6.1%257,5272.4%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$17,433,301$966,796 ▲5.9%482,2491.8%ETFVBKVanguard Small-Cap Growth ETF$14,721,495$480,629 ▲3.4%58,4721.5%ETFHYDVanEck High Yield Muni ETF$5,587,628$384,055 ▲7.4%109,1760.6%ETFVTEBVanguard Tax-Exempt Bond ETF$4,728,836$5,954 ▼-0.1%95,3010.5%ETFXOMExxon Mobil$4,209,765$36,749 ▼-0.9%35,3970.4%EnergySCHVSchwab U.S. Large-Cap Value ETF$3,833,341$62,277 ▲1.7%144,2190.4%ETFQQQInvesco QQQ$3,287,598$49,237 ▼-1.5%7,0110.3%FinanceSDYSPDR S&P Dividend ETF$2,207,514$21,980 ▼-1.0%16,2700.2%ETFVEAVanguard FTSE Developed Markets ETF$1,811,835$3,863 ▼-0.2%35,6450.2%ETFVXUSVanguard Total International Stock ETF$1,708,682$62 ▼0.0%27,5150.2%ETFBRK.BBerkshire Hathaway$1,621,7060.0%3,0450.2%FinanceIJRiShares Core S&P Small-Cap ETF$1,559,0340.0%14,9090.2%ETFOKEONEOK$1,422,319$99 ▼0.0%14,3350.1%EnergyAAPLApple$1,417,189$7,997 ▼-0.6%6,3800.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,356,189$6,315 ▼-0.5%17,1800.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,239,174$16,339 ▲1.3%27,3790.1%ETFTXNTexas Instruments$1,205,6070.0%6,7090.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,161,294$71,043 ▼-5.8%2,0760.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,132,405$9,181 ▼-0.8%6,5370.1%ETFNVDANVIDIA$992,652$150,757 ▼-13.2%9,1590.1%Computer and TechnologyIBMInternational Business Machines$932,4750.0%3,7500.1%Computer and TechnologyPSXPhillips 66$825,711$864 ▼-0.1%6,6870.1%EnergyTSLATesla$766,5950.0%2,9580.1%Auto/Tires/TrucksCOPConocoPhillips$670,3430.0%6,3830.1%EnergyOGEOGE Energy$621,8850.0%13,5310.1%UtilitiesIWNiShares Russell 2000 Value ETF$619,471$35,631 ▲6.1%4,1030.1%ETFPWVInvesco Large Cap Value ETF$618,964$6,011 ▼-1.0%10,4010.1%ETFVTIVanguard Total Stock Market ETF$530,166$275 ▼-0.1%1,9290.1%ETFWMTWalmart$519,3660.0%5,9160.1%Retail/WholesaleIWMiShares Russell 2000 ETF$474,387$1,197 ▼-0.3%2,3780.0%FinanceIAGGiShares Core International Aggregate Bond ETF$425,965$33,393 ▲8.5%8,5210.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$356,372$6,141 ▼-1.7%3,5400.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$355,4570.0%4,4510.0%ManufacturingETEnergy Transfer$344,045$26,677 ▲8.4%18,5070.0%EnergySFNCSimmons First National$307,9500.0%15,0000.0%FinanceMCDMcDonald's$304,2480.0%9740.0%Retail/WholesaleWMBWilliams Companies$296,649$239 ▼-0.1%4,9640.0%EnergyTRIThomson Reuters$271,7830.0%1,5730.0%Business ServicesSPDWSPDR Portfolio Developed World ex-US ETF$251,4110.0%6,9050.0%ETFJNJJohnson & Johnson$235,6590.0%1,4210.0%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$234,294$16,065 ▲7.4%9,2900.0%ETFSHELShell$229,366$229,366 ▲New Holding2,9430.0%EnergyVGTVanguard Information Technology ETF$213,698$5,424 ▼-2.5%3940.0%ETFBANFBancFirst$208,9730.0%1,9020.0%FinanceRCLRoyal Caribbean Cruises$205,4400.0%1,0000.0%Consumer DiscretionaryFFord Motor$200,8910.0%20,0290.0%Auto/Tires/TrucksMSFTMicrosoft$200,458$11,637 ▼-5.5%5340.0%Computer and TechnologyCannaSys Inc$90.0%20,0000.0%STOCKMJNAMedical Marijuana$60.0%20,0000.0%MedicalOWCPOWC Pharmaceutical Research$00.0%25,0000.0%MedicalHEMPHemp$00.0%10,0000.0%MedicalAMZNAmazon.com$0$213,028 ▼-100.0%00.0%Retail/WholesaleUTHRUnited Therapeutics$0$211,704 ▼-100.0%00.0%MedicalBXBlackstone$0$201,559 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.