Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, JMST, MEAR, SCHR, VCSH, and represent 23.89% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$30M), VCSH (+$16M), SCHR (+$7.7M), MEAR (+$7.0M), JMST (+$6.6M), VTEB (+$5.4M), SGOV, IEFA, VTI, MUB.
- Started 46 new stock positions in PDD, RDY, MGEE, VGT, TOL, IBDW, BTI, SYY, BIIB, WDC.
- Reduced shares in these 10 stocks: VIG (-$32M), SCHP (-$9.4M), DVN, SJM, SPY, SCMB, DGRW, VGIT, SPIP, PKW.
- Sold out of its positions in AFL, AIG, AXON, CMG, CL, ED, CCI, FANG, ET, EQIX. FIS, HUBS, LYG, LMT, RSG, SNOW, TXN, UMC, UPS, WIT, ZTS, CYBR.
- Resonant Capital Advisors was a net buyer of stock by $72M.
- Resonant Capital Advisors has $1.7B in assets under management (AUM), dropping by 9.56%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 437 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $136M | +28% | 203k | 669.30 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 4.2 | $73M | +9% | 1.4M | 51.04 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 4.0 | $69M | +11% | 1.4M | 50.51 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 3.9 | $67M | +13% | 2.6M | 25.13 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.8 | $66M | +32% | 823k | 79.93 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 3.4 | $59M | +3% | 1.0M | 57.96 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $48M | +6% | 742k | 65.26 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.7 | $46M | +8% | 454k | 100.70 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $35M | +11% | 405k | 87.31 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $35M | 1.3M | 26.30 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.9 | $33M | +19% | 658k | 50.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $32M | +7% | 269k | 118.83 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.7 | $30M | 691k | 42.96 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $28M | -3% | 42k | 668.01 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.6 | $28M | 903k | 31.16 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $27M | -53% | 124k | 216.58 |
|
| Apple (AAPL) | 1.4 | $24M | +3% | 95k | 254.63 |
|
| Microsoft Corporation (MSFT) | 1.4 | $24M | 46k | 517.95 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $23M | +4% | 255k | 89.57 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $22M | +6% | 333k | 65.92 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.2 | $21M | 576k | 36.16 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $20M | 109k | 186.59 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.2 | $20M | 159k | 125.01 |
|
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.1 | $20M | 235k | 83.69 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $19M | +22% | 177k | 106.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $19M | +3% | 210k | 89.34 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $18M | 253k | 72.77 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.9 | $16M | +8% | 714k | 21.80 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $15M | 594k | 24.40 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $14M | 22k | 614.02 |
|
|
| Amazon (AMZN) | 0.7 | $12M | 55k | 219.57 |
|
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.7 | $12M | +2% | 334k | 35.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $12M | 23k | 502.74 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $12M | 48k | 243.55 |
|
|
| Broadcom (AVGO) | 0.7 | $12M | -2% | 35k | 329.91 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.7 | $12M | +10% | 239k | 47.98 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | 35k | 315.43 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $10M | +9% | 179k | 57.10 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $10M | +5% | 198k | 50.73 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.6 | $10M | +6% | 196k | 50.75 |
|
| Meta Platforms Cl A (META) | 0.6 | $9.6M | +2% | 13k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.6M | 39k | 243.10 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $9.0M | +62% | 27k | 329.08 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $8.1M | 101k | 80.17 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.5 | $8.0M | -2% | 72k | 110.66 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $7.9M | -6% | 60k | 132.48 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $7.5M | -5% | 167k | 45.21 |
|
| Visa Com Cl A (V) | 0.4 | $7.3M | -2% | 22k | 341.38 |
|
| Oracle Corporation (ORCL) | 0.4 | $7.1M | 25k | 281.24 |
|
|
| McKesson Corporation (MCK) | 0.4 | $7.0M | 9.0k | 773.25 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $6.3M | +2% | 56k | 112.75 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.4 | $6.1M | -2% | 107k | 57.19 |
|
| Chevron Corporation (CVX) | 0.4 | $6.1M | +5% | 39k | 155.29 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $6.0M | +32% | 247k | 24.30 |
|
| Progressive Corporation (PGR) | 0.3 | $5.9M | -6% | 24k | 246.95 |
|
| Johnson & Johnson (JNJ) | 0.3 | $5.9M | +5% | 32k | 185.42 |
|
| AutoZone (AZO) | 0.3 | $5.8M | +2% | 1.4k | 4290.24 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.3 | $5.8M | 125k | 46.32 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $5.7M | -7% | 107k | 53.03 |
|
| American Express Company (AXP) | 0.3 | $5.6M | -3% | 17k | 332.16 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.5M | -2% | 9.2k | 597.65 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $5.4M | +19% | 221k | 24.34 |
|
| Qualcomm (QCOM) | 0.3 | $5.4M | +3% | 32k | 166.36 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.3 | $5.1M | 235k | 21.54 |
|
|
| Cisco Systems (CSCO) | 0.3 | $5.0M | +2% | 73k | 68.42 |
|
| Analog Devices (ADI) | 0.3 | $5.0M | 20k | 245.70 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.7M | -7% | 5.1k | 925.64 |
|
| eBay (EBAY) | 0.3 | $4.5M | -3% | 50k | 90.95 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $4.3M | -13% | 72k | 60.03 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.2M | -4% | 5.6k | 763.00 |
|
| Automatic Data Processing (ADP) | 0.2 | $4.2M | 14k | 294.85 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $4.1M | 163k | 25.19 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $4.1M | 21k | 192.74 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $4.1M | -69% | 150k | 26.95 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $4.0M | 79k | 50.47 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $3.9M | +2% | 13k | 303.89 |
|
| Tesla Motors (TSLA) | 0.2 | $3.8M | 8.6k | 444.72 |
|
|
| Amgen (AMGN) | 0.2 | $3.8M | +2% | 14k | 282.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.8M | -4% | 6.6k | 568.81 |
|
| Procter & Gamble Company (PG) | 0.2 | $3.7M | -12% | 24k | 153.65 |
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| Kroger (KR) | 0.2 | $3.7M | 55k | 67.41 |
|
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| Electronic Arts (EA) | 0.2 | $3.6M | +3% | 18k | 201.70 |
|
| Stryker Corporation (SYK) | 0.2 | $3.6M | 9.8k | 370.51 |
|
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| Abbvie (ABBV) | 0.2 | $3.6M | 16k | 231.54 |
|
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| Palo Alto Networks (PANW) | 0.2 | $3.5M | +2% | 17k | 203.62 |
|
| Lowe's Companies (LOW) | 0.2 | $3.4M | +6% | 14k | 251.31 |
|
| PNC Financial Services (PNC) | 0.2 | $3.4M | -3% | 17k | 200.93 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $3.3M | +22% | 67k | 48.85 |
|
| Pfizer (PFE) | 0.2 | $3.3M | +9% | 128k | 25.48 |
|
| Walt Disney Company (DIS) | 0.2 | $3.2M | 28k | 114.50 |
|
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| Pepsi (PEP) | 0.2 | $3.2M | +11% | 23k | 140.44 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.2M | -3% | 34k | 95.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.2M | +12% | 9.0k | 352.75 |
|
| Netflix (NFLX) | 0.2 | $3.1M | 2.6k | 1198.92 |
|
|
| Northern Trust Corporation (NTRS) | 0.2 | $3.1M | 23k | 135.30 |
|
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| S&p Global (SPGI) | 0.2 | $3.1M | 6.3k | 486.69 |
|
|
| Medtronic SHS (MDT) | 0.2 | $3.1M | -4% | 32k | 95.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.0M | -8% | 12k | 246.60 |
|
| Booking Holdings (BKNG) | 0.2 | $3.0M | +140% | 557.00 | 5399.27 |
|
| Paypal Holdings (PYPL) | 0.2 | $3.0M | +3% | 45k | 67.06 |
|
| Danaher Corporation (DHR) | 0.2 | $2.8M | -3% | 14k | 198.58 |
|
| EOG Resources (EOG) | 0.2 | $2.7M | +4% | 24k | 112.12 |
|
| Gilead Sciences (GILD) | 0.2 | $2.7M | +15% | 24k | 111.00 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $2.7M | -2% | 22k | 123.91 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $2.6M | 38k | 68.46 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.6M | -3% | 56k | 46.81 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.5M | 26k | 96.55 |
|
|
| Home Depot (HD) | 0.1 | $2.5M | 6.2k | 405.19 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $2.5M | 98k | 25.74 |
|
|
| salesforce (CRM) | 0.1 | $2.5M | +10% | 11k | 237.36 |
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| CSX Corporation (CSX) | 0.1 | $2.5M | 69k | 35.51 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.4M | 4.0k | 601.06 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.4M | +79% | 94k | 25.52 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | 18k | 119.51 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | -7% | 48k | 45.10 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.1M | -4% | 23k | 93.37 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | +71% | 4.4k | 468.41 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.0M | +8% | 11k | 187.17 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.0M | 64k | 31.42 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $2.0M | -2% | 53k | 36.81 |
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| Abbott Laboratories (ABT) | 0.1 | $2.0M | 15k | 133.94 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.9M | -4% | 41k | 46.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.9M | +7% | 19k | 103.06 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.9M | +3% | 18k | 107.81 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | +2% | 11k | 167.33 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $1.8M | +108% | 75k | 23.47 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.7M | 43k | 39.88 |
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| EQT Corporation (EQT) | 0.1 | $1.7M | 30k | 54.43 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.6M | 12k | 135.65 |
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| Fastenal Company (FAST) | 0.1 | $1.6M | 33k | 49.04 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.6M | +138% | 71k | 22.15 |
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| Linde SHS (LIN) | 0.1 | $1.5M | -6% | 3.3k | 475.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.5M | 66k | 23.62 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.5M | +4% | 5.5k | 280.11 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.5M | 3.3k | 465.06 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $1.5M | 60k | 24.52 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | 31k | 46.96 |
|
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| W.R. Berkley Corporation (WRB) | 0.1 | $1.5M | 19k | 76.62 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.4M | -4% | 32k | 45.42 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.4M | 6.5k | 219.53 |
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| Cardinal Health (CAH) | 0.1 | $1.4M | -2% | 9.0k | 156.96 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | +3% | 4.6k | 301.19 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.4M | NEW | 6.7k | 206.91 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $1.4M | 11k | 125.86 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $1.4M | 18k | 78.34 |
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| Markel Corporation (MKL) | 0.1 | $1.3M | 688.00 | 1911.36 |
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| Docusign (DOCU) | 0.1 | $1.3M | 18k | 72.09 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | +3% | 25k | 51.59 |
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| Vistra Energy (VST) | 0.1 | $1.3M | +417% | 6.5k | 195.92 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +2% | 7.9k | 158.96 |
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| Philip Morris International (PM) | 0.1 | $1.2M | +5% | 7.7k | 162.20 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | +35% | 3.6k | 345.30 |
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| Caterpillar (CAT) | 0.1 | $1.2M | +3% | 2.6k | 477.15 |
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| International Business Machines (IBM) | 0.1 | $1.2M | 4.3k | 282.16 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.2M | 14k | 87.21 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.2M | +3% | 7.2k | 161.79 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | +2% | 6.3k | 182.42 |
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| Copart (CPRT) | 0.1 | $1.1M | 25k | 44.97 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.1M | 54k | 20.69 |
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| Merck & Co (MRK) | 0.1 | $1.1M | +9% | 13k | 84.75 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.1M | +2% | 1.9k | 546.75 |
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| Blackrock (BLK) | 0.1 | $1.1M | +5% | 904.00 | 1165.87 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +3% | 13k | 83.82 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $1.0M | 3.6k | 287.06 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.0M | +4% | 8.4k | 122.59 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.0M | 1.0k | 968.09 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $995k | 7.0k | 142.10 |
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| Goldman Sachs (GS) | 0.1 | $970k | +4% | 1.2k | 796.35 |
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| Brown & Brown (BRO) | 0.1 | $961k | +2% | 10k | 93.79 |
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| Crane Company Common Stock (CR) | 0.1 | $947k | -2% | 5.1k | 184.14 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $944k | NEW | 14k | 68.08 |
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| American Financial (AFG) | 0.1 | $942k | +10% | 6.5k | 145.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $929k | +339% | 4.6k | 203.59 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $908k | +3% | 6.8k | 134.16 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $899k | +17% | 1.9k | 485.40 |
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| Ross Stores (ROST) | 0.1 | $874k | -4% | 5.7k | 152.39 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $858k | +2% | 4.5k | 192.13 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $857k | 1.2k | 718.54 |
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| Eaton Corp SHS (ETN) | 0.0 | $850k | +3% | 2.3k | 374.25 |
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| Boeing Company (BA) | 0.0 | $840k | 3.9k | 215.83 |
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| Constellation Energy (CEG) | 0.0 | $838k | 2.5k | 329.07 |
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| Arista Networks Com Shs (ANET) | 0.0 | $810k | +5% | 5.6k | 145.71 |
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| Gartner (IT) | 0.0 | $809k | +23% | 3.1k | 262.87 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $804k | 30k | 26.79 |
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| At&t (T) | 0.0 | $798k | +6% | 28k | 28.24 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $789k | 5.6k | 140.95 |
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| Ge Vernova (GEV) | 0.0 | $786k | 1.3k | 614.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $779k | 13k | 59.92 |
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| Sprouts Fmrs Mkt (SFM) | 0.0 | $779k | -14% | 7.2k | 108.80 |
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| Universal Hlth Svcs CL B (UHS) | 0.0 | $777k | +8% | 3.8k | 204.44 |
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| Rli (RLI) | 0.0 | $776k | +17% | 12k | 65.22 |
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| Williams-Sonoma (WSM) | 0.0 | $770k | 3.9k | 195.45 |
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| Cdw (CDW) | 0.0 | $768k | -3% | 4.8k | 159.28 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $753k | +11% | 7.5k | 99.95 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $739k | -3% | 14k | 53.40 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $735k | 5.0k | 145.60 |
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| Altria (MO) | 0.0 | $728k | +8% | 11k | 67.12 |
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| Emcor (EME) | 0.0 | $716k | 1.1k | 649.54 |
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| Microchip Technology (MCHP) | 0.0 | $707k | -2% | 11k | 64.22 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $705k | 28k | 25.66 |
|
|
| TJX Companies (TJX) | 0.0 | $696k | +3% | 4.8k | 144.54 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $694k | NEW | 33k | 21.22 |
|
| Nextera Energy (NEE) | 0.0 | $687k | -3% | 9.1k | 75.49 |
|
| Jabil Circuit (JBL) | 0.0 | $679k | 3.1k | 217.17 |
|
|
| Verizon Communications (VZ) | 0.0 | $675k | -15% | 15k | 43.95 |
|
| Servicenow (NOW) | 0.0 | $675k | 733.00 | 920.28 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $669k | +11% | 2.0k | 341.00 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $661k | -4% | 7.3k | 90.73 |
|
| Elanco Animal Health (ELAN) | 0.0 | $661k | +3% | 33k | 20.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $661k | -18% | 1.5k | 447.23 |
|
| Capital One Financial (COF) | 0.0 | $652k | +7% | 3.1k | 212.58 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $651k | +20% | 3.6k | 178.73 |
|
| Regions Financial Corporation (RF) | 0.0 | $648k | 24k | 26.60 |
|
|
| General Mills (GIS) | 0.0 | $645k | +28% | 13k | 50.42 |
|
| Citigroup Com New (C) | 0.0 | $644k | +3% | 6.3k | 101.50 |
|
| Carrier Global Corporation (CARR) | 0.0 | $643k | 11k | 59.70 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $639k | -4% | 485.00 | 1318.02 |
|
| Chubb (CB) | 0.0 | $636k | +14% | 2.2k | 283.20 |
|
| Exelixis (EXEL) | 0.0 | $635k | -2% | 15k | 41.30 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $626k | +3% | 5.7k | 108.96 |
|
| Taylor Morrison Hom (TMHC) | 0.0 | $620k | 9.4k | 66.01 |
|
|
| Coca-Cola Company (KO) | 0.0 | $612k | -28% | 9.2k | 66.88 |
|
| Uber Technologies (UBER) | 0.0 | $594k | 6.1k | 97.97 |
|
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.0 | $590k | 7.1k | 83.41 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $588k | +17% | 4.6k | 128.24 |
|
| ConocoPhillips (COP) | 0.0 | $580k | +7% | 6.1k | 94.59 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $580k | 6.3k | 91.57 |
|
|
| Omni (OMC) | 0.0 | $577k | +11% | 7.0k | 82.16 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $573k | -6% | 1.5k | 391.64 |
|
| United Rentals (URI) | 0.0 | $571k | 598.00 | 954.66 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $559k | -10% | 3.3k | 168.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $550k | -14% | 8.7k | 62.97 |
|
| Steel Dynamics (STLD) | 0.0 | $547k | 3.9k | 139.88 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $546k | -7% | 2.3k | 236.37 |
|
| Zimmer Holdings (ZBH) | 0.0 | $542k | +15% | 5.5k | 98.74 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $542k | +7% | 362.00 | 1496.53 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $542k | -21% | 2.0k | 267.21 |
|
| Kla Corp Com New (KLAC) | 0.0 | $540k | 501.00 | 1078.60 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $534k | 1.5k | 355.47 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $531k | +22% | 2.6k | 205.26 |
|
| Micron Technology (MU) | 0.0 | $524k | -2% | 3.1k | 167.32 |
|
| Fiserv (FI) | 0.0 | $523k | +28% | 4.1k | 128.93 |
|
| Devon Energy Corporation (DVN) | 0.0 | $520k | -75% | 15k | 35.06 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $515k | -16% | 5.3k | 97.63 |
|
| Intuit (INTU) | 0.0 | $513k | -3% | 751.00 | 682.91 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $512k | 3.4k | 148.61 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $508k | 4.6k | 110.35 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $506k | +5% | 1.4k | 351.26 |
|
| Agnico (AEM) | 0.0 | $506k | 3.0k | 168.56 |
|
|
| MetLife (MET) | 0.0 | $497k | 6.0k | 82.37 |
|
|
| CF Industries Holdings (CF) | 0.0 | $491k | +6% | 5.5k | 89.70 |
|
| Unilever Spon Adr New (UL) | 0.0 | $491k | -4% | 8.3k | 59.28 |
|
| Applied Materials (AMAT) | 0.0 | $484k | -16% | 2.4k | 204.74 |
|
| Metropcs Communications (TMUS) | 0.0 | $483k | -5% | 2.0k | 239.38 |
|
| Dropbox Cl A (DBX) | 0.0 | $479k | +23% | 16k | 30.21 |
|
| Generac Holdings (GNRC) | 0.0 | $472k | 2.8k | 167.40 |
|
|
| NetApp (NTAP) | 0.0 | $461k | -3% | 3.9k | 118.46 |
|
| M&T Bank Corporation (MTB) | 0.0 | $458k | +2% | 2.3k | 197.62 |
|
| Williams Companies (WMB) | 0.0 | $455k | 7.2k | 63.35 |
|
|
| Flex Ord (FLEX) | 0.0 | $445k | 7.7k | 57.97 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $441k | +6% | 17k | 26.08 |
|
| Murphy Usa (MUSA) | 0.0 | $438k | +12% | 1.1k | 388.26 |
|
| Southern Company (SO) | 0.0 | $437k | +31% | 4.6k | 94.77 |
|
| MGE Energy (MGEE) | 0.0 | $429k | NEW | 5.1k | 84.18 |
|
| Honeywell International (HON) | 0.0 | $428k | -9% | 2.0k | 210.50 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $427k | +4% | 612.00 | 698.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $426k | +4% | 2.5k | 170.85 |
|
| Okta Cl A (OKTA) | 0.0 | $425k | -2% | 4.6k | 91.70 |
|
| Coupang Cl A (CPNG) | 0.0 | $421k | +2% | 13k | 32.20 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $421k | -6% | 7.6k | 55.49 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $420k | +12% | 15k | 28.79 |
|
| Allstate Corporation (ALL) | 0.0 | $419k | -9% | 1.9k | 215.73 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $415k | -14% | 26k | 15.94 |
|
| Apollo Global Mgmt (APO) | 0.0 | $414k | +5% | 3.1k | 133.27 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $413k | 3.0k | 137.80 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $413k | +13% | 9.0k | 46.12 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $411k | +11% | 16k | 25.31 |
|
| Pinterest Cl A (PINS) | 0.0 | $410k | +3% | 13k | 32.17 |
|
| Nike CL B (NKE) | 0.0 | $409k | +16% | 5.8k | 70.13 |
|
| Hubbell (HUBB) | 0.0 | $408k | +5% | 948.00 | 430.31 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $406k | +14% | 2.3k | 178.14 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $404k | -62% | 4.5k | 88.95 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.0 | $399k | 5.5k | 71.97 |
|
|
| Exelon Corporation (EXC) | 0.0 | $396k | +11% | 8.8k | 45.01 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $396k | 9.0k | 44.10 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $393k | -8% | 2.9k | 136.83 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $385k | 4.6k | 82.96 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $381k | 14k | 27.30 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $379k | -6% | 4.5k | 84.60 |
|
| Gra (GGG) | 0.0 | $376k | +8% | 4.4k | 84.96 |
|
| Shell Spon Ads (SHEL) | 0.0 | $374k | -25% | 5.2k | 71.53 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $371k | +3% | 4.4k | 84.31 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $371k | 8.5k | 43.78 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $369k | NEW | 16k | 23.28 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $368k | +18% | 6.1k | 60.68 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $365k | 1.1k | 324.58 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $362k | +6% | 21k | 17.19 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $362k | +41% | 2.9k | 123.75 |
|
| Skyworks Solutions (SWKS) | 0.0 | $359k | +5% | 4.7k | 76.98 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $357k | 5.2k | 69.37 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $355k | 14k | 25.48 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $346k | -5% | 3.8k | 91.43 |
|
| Apa Corporation (APA) | 0.0 | $343k | +7% | 14k | 24.28 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $342k | -17% | 2.7k | 126.04 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $340k | +5% | 982.00 | 346.37 |
|
| Intel Corporation (INTC) | 0.0 | $337k | -3% | 10k | 33.55 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $336k | +15% | 7.4k | 45.25 |
|
| Doordash Cl A (DASH) | 0.0 | $334k | +3% | 1.2k | 271.99 |
|
| RPM International (RPM) | 0.0 | $333k | +22% | 2.8k | 117.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $332k | 1.3k | 255.09 |
|
|
| Hca Holdings (HCA) | 0.0 | $330k | -24% | 775.00 | 426.20 |
|
| Enterprise Products Partners (EPD) | 0.0 | $328k | 11k | 31.27 |
|
|
| MercadoLibre (MELI) | 0.0 | $325k | -6% | 139.00 | 2336.94 |
|
| Travelers Companies (TRV) | 0.0 | $323k | +9% | 1.2k | 279.22 |
|
| Illinois Tool Works (ITW) | 0.0 | $322k | +35% | 1.2k | 262.37 |
|
| Tapestry (TPR) | 0.0 | $322k | 2.8k | 113.22 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $322k | NEW | 1.8k | 178.73 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $320k | +41% | 3.9k | 82.50 |
|
| Spdr Series Trust Portfli Tips Etf (SPIP) | 0.0 | $320k | -62% | 12k | 26.31 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $319k | +3% | 4.2k | 75.39 |
|
| Carlisle Companies (CSL) | 0.0 | $318k | -3% | 968.00 | 328.96 |
|
| General Motors Company (GM) | 0.0 | $318k | +3% | 5.2k | 60.97 |
|
| Owens Corning (OC) | 0.0 | $315k | +5% | 2.2k | 141.46 |
|
| Ecolab (ECL) | 0.0 | $314k | +8% | 1.1k | 274.57 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $314k | +4% | 3.1k | 101.37 |
|
| Realty Income (O) | 0.0 | $309k | +25% | 5.1k | 60.79 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $309k | +8% | 3.7k | 83.48 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $306k | 2.5k | 121.00 |
|
|
| Waste Management (WM) | 0.0 | $305k | -17% | 1.4k | 220.83 |
|
| Qualys (QLYS) | 0.0 | $305k | +8% | 2.3k | 132.33 |
|
| Simon Property (SPG) | 0.0 | $303k | 1.6k | 187.67 |
|
|
| American Tower Reit (AMT) | 0.0 | $298k | -23% | 1.5k | 194.02 |
|
| Anthem (ELV) | 0.0 | $295k | -7% | 912.00 | 323.12 |
|
| Strategy Cl A New (MSTR) | 0.0 | $293k | -8% | 908.00 | 322.21 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $290k | NEW | 4.1k | 70.98 |
|
| Smucker J M Com New (SJM) | 0.0 | $289k | -81% | 2.7k | 108.60 |
|
| Ford Motor Company (F) | 0.0 | $289k | 24k | 11.96 |
|
|
| CarMax (KMX) | 0.0 | $287k | +4% | 6.4k | 44.87 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $286k | 958.00 | 298.28 |
|
|
| Autodesk (ADSK) | 0.0 | $285k | 896.00 | 317.67 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $281k | -6% | 665.00 | 421.96 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $280k | NEW | 1.2k | 236.78 |
|
| Ameriprise Financial (AMP) | 0.0 | $280k | -7% | 569.00 | 491.25 |
|
| Crane Holdings (CXT) | 0.0 | $278k | 4.1k | 67.07 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $277k | 1.1k | 251.51 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $275k | 2.3k | 120.75 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $272k | -2% | 4.3k | 63.54 |
|
| SYSCO Corporation (SYY) | 0.0 | $272k | NEW | 3.3k | 82.34 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $270k | 4.0k | 67.41 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $269k | -8% | 3.7k | 73.70 |
|
| D.R. Horton (DHI) | 0.0 | $269k | NEW | 1.6k | 169.47 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $268k | NEW | 9.3k | 28.90 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $268k | +14% | 353.00 | 758.15 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $266k | 11k | 23.36 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $265k | -11% | 3.5k | 76.72 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $265k | 12k | 21.95 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $265k | 3.7k | 71.37 |
|
|
| Cigna Corp (CI) | 0.0 | $264k | -41% | 917.00 | 288.25 |
|
| Qorvo (QRVO) | 0.0 | $262k | +7% | 2.9k | 91.08 |
|
| Edwards Lifesciences (EW) | 0.0 | $262k | -13% | 3.4k | 77.77 |
|
| Dominion Resources (D) | 0.0 | $261k | +10% | 4.3k | 61.17 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $259k | 12k | 22.52 |
|
|
| Deere & Company (DE) | 0.0 | $258k | -26% | 563.00 | 458.88 |
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $258k | -5% | 27k | 9.61 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $258k | -21% | 763.00 | 337.49 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $257k | NEW | 421.00 | 609.32 |
|
| Vulcan Materials Company (VMC) | 0.0 | $256k | +7% | 832.00 | 307.62 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $254k | -6% | 819.00 | 309.74 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $252k | 972.00 | 259.44 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $252k | 1.2k | 214.59 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $251k | 3.3k | 75.10 |
|
|
| Toro Company (TTC) | 0.0 | $249k | NEW | 3.3k | 76.20 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $248k | 7.2k | 34.61 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $248k | NEW | 300.00 | 825.18 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $246k | NEW | 1.7k | 143.18 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $245k | -25% | 1.2k | 201.53 |
|
| Eversource Energy (ES) | 0.0 | $243k | 3.4k | 71.14 |
|
|
| W.W. Grainger (GWW) | 0.0 | $243k | -15% | 255.00 | 952.96 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $243k | +3% | 530.00 | 458.37 |
|
| L3harris Technologies (LHX) | 0.0 | $239k | NEW | 784.00 | 305.41 |
|
| ConAgra Foods (CAG) | 0.0 | $238k | NEW | 13k | 18.31 |
|
| Pulte (PHM) | 0.0 | $237k | NEW | 1.8k | 132.35 |
|
| Valero Energy Corporation (VLO) | 0.0 | $237k | NEW | 1.4k | 170.26 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $235k | -2% | 1.7k | 140.05 |
|
| Ingersoll Rand (IR) | 0.0 | $234k | -14% | 2.8k | 82.62 |
|
| American Electric Power Company (AEP) | 0.0 | $234k | NEW | 2.1k | 112.50 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $233k | NEW | 1.6k | 143.79 |
|
| Xylem (XYL) | 0.0 | $232k | NEW | 1.6k | 147.50 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $232k | +63% | 6.8k | 34.16 |
|
| Fortinet (FTNT) | 0.0 | $231k | -22% | 2.7k | 84.08 |
|
| AmerisourceBergen (COR) | 0.0 | $231k | -19% | 738.00 | 312.53 |
|
| Icon SHS (ICLR) | 0.0 | $230k | NEW | 1.3k | 175.00 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $229k | -13% | 5.8k | 39.22 |
|
| Quanta Services (PWR) | 0.0 | $227k | NEW | 547.00 | 414.42 |
|
| Workday Cl A (WDAY) | 0.0 | $226k | +3% | 939.00 | 240.73 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $224k | NEW | 243.00 | 922.20 |
|
| FedEx Corporation (FDX) | 0.0 | $223k | -9% | 941.00 | 237.27 |
|
| Moody's Corporation (MCO) | 0.0 | $223k | -4% | 468.00 | 476.48 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $223k | NEW | 1.7k | 132.17 |
|
| 3M Company (MMM) | 0.0 | $223k | 1.4k | 155.18 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $222k | 11k | 19.71 |
|
|
| Synopsys (SNPS) | 0.0 | $222k | -5% | 449.00 | 493.39 |
|
| Biogen Idec (BIIB) | 0.0 | $221k | NEW | 1.6k | 140.08 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $220k | NEW | 4.1k | 53.08 |
|
| Howmet Aerospace (HWM) | 0.0 | $217k | -18% | 1.1k | 196.23 |
|
| Prologis (PLD) | 0.0 | $216k | NEW | 1.9k | 114.52 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $214k | -79% | 8.3k | 25.61 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $214k | NEW | 1.4k | 157.56 |
|
| Aon Shs Cl A (AON) | 0.0 | $212k | NEW | 595.00 | 356.58 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $211k | 1.1k | 187.43 |
|
|
| Cme (CME) | 0.0 | $211k | -33% | 781.00 | 270.19 |
|
| Verisign (VRSN) | 0.0 | $211k | -3% | 753.00 | 279.57 |
|
| Haleon Spon Ads (HLN) | 0.0 | $210k | -20% | 23k | 8.97 |
|
| Iqvia Holdings (IQV) | 0.0 | $210k | NEW | 1.1k | 189.94 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $210k | NEW | 15k | 13.98 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $209k | 10k | 20.41 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $209k | -35% | 6.9k | 30.23 |
|
| Yum! Brands (YUM) | 0.0 | $209k | NEW | 1.4k | 152.00 |
|
| Toll Brothers (TOL) | 0.0 | $208k | NEW | 1.5k | 138.14 |
|
| Garmin SHS (GRMN) | 0.0 | $206k | NEW | 838.00 | 246.22 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $206k | NEW | 4.0k | 51.56 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $204k | NEW | 363.00 | 562.27 |
|
| Kinder Morgan (KMI) | 0.0 | $202k | -10% | 7.1k | 28.31 |
|
| Clorox Company (CLX) | 0.0 | $202k | NEW | 1.6k | 123.30 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $202k | NEW | 270.00 | 746.63 |
|
| Norfolk Southern (NSC) | 0.0 | $202k | NEW | 671.00 | 300.41 |
|
| Entergy Corporation (ETR) | 0.0 | $201k | NEW | 2.2k | 93.19 |
|
| Western Digital (WDC) | 0.0 | $201k | NEW | 1.7k | 120.06 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $194k | +11% | 12k | 16.27 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $172k | -5% | 10k | 16.79 |
|
| Under Armour CL C (UA) | 0.0 | $170k | +13% | 35k | 4.83 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $165k | NEW | 11k | 14.64 |
|
| Immuneering Corp Class A Com (IMRX) | 0.0 | $140k | NEW | 20k | 7.00 |
|
| Banco Santander Adr (SAN) | 0.0 | $127k | NEW | 12k | 10.48 |
|
| Transocean Registered Shs (RIG) | 0.0 | $108k | +7% | 35k | 3.12 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $74k | +2% | 14k | 5.22 |
|
| Baytex Energy Corp (BTE) | 0.0 | $29k | 13k | 2.36 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2025 Q3 filed Oct. 29, 2025
- Resonant Capital Advisors 2025 Q2 filed July 31, 2025
- Resonant Capital Advisors 2025 Q1 filed April 28, 2025
- Resonant Capital Advisors 2024 Q4 filed Jan. 24, 2025
- Resonant Capital Advisors 2024 Q3 filed Oct. 18, 2024
- Resonant Capital Advisors 2024 Q2 filed Aug. 1, 2024
- Resonant Capital Advisors 2024 Q1 filed May 1, 2024
- Resonant Capital Advisors 2023 Q4 filed Jan. 31, 2024
- Resonant Capital Advisors 2023 Q3 filed Oct. 31, 2023
- Resonant Capital Advisors 2023 Q2 filed July 25, 2023
- Resonant Capital Advisors 2023 Q1 filed April 21, 2023
- Resonant Capital Advisors 2022 Q4 filed Jan. 23, 2023
- Resonant Capital Advisors 2022 Q3 filed Oct. 20, 2022
- Resonant Capital Advisors 2022 Q2 filed July 12, 2022
- Resonant Capital Advisors 2022 Q1 filed April 19, 2022
- Resonant Capital Advisors 2021 Q4 filed Jan. 26, 2022