Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, JMST, SCHR, MEAR, VCSH, and represent 23.40% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$13M), ICSH (+$13M), XLE (+$9.1M), SCHR (+$5.5M), SGOV (+$5.2M), IEFA, VIGI, IVV, VCSH, FNDF.
- Started 42 new stock positions in MLI, ANF, MGY, MAR, VUG, XLF, WBD, IYW, FBT, UMC.
- Reduced shares in these 10 stocks: IBDQ, ORCL, BSMP, BSCP, SCHP, IBMN, VTI, ZBH, Unilever, V.
- Sold out of its positions in ARCC, KMX, CLX, COIN, CAG, CXT, DHI, RDY, FND, AJG.
- Resonant Capital Advisors was a net buyer of stock by $94M.
- Resonant Capital Advisors has $1.8B in assets under management (AUM), dropping by 6.03%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 440 positions in its portfolio as reported in the December 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 | $143M | +2% | 209k | 684.94 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 4.0 | $73M | 1.4M | 51.02 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 4.0 | $72M | +8% | 2.9M | 25.08 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 3.8 | $69M | 1.4M | 50.32 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.8 | $69M | +4% | 863k | 79.73 |
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| Etf Ser Solutions Distillate Us (DSTL) | 3.4 | $62M | +2% | 1.0M | 58.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $51M | +3% | 772k | 66.00 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.8 | $51M | +11% | 506k | 100.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $41M | +11% | 453k | 89.46 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.0 | $37M | 1.4M | 27.21 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.9 | $35M | +6% | 700k | 50.29 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.9 | $34M | +8% | 747k | 45.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $33M | +2% | 275k | 120.18 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.6 | $29M | +2% | 921k | 31.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $29M | 42k | 683.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $28M | 126k | 219.78 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.5 | $27M | +17% | 300k | 91.45 |
|
| Apple (AAPL) | 1.5 | $27M | +4% | 100k | 271.86 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $24M | +8% | 360k | 67.22 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $23M | +132% | 461k | 50.77 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.3 | $23M | +11% | 640k | 36.06 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.3 | $23M | +132% | 456k | 50.58 |
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| Microsoft Corporation (MSFT) | 1.2 | $22M | 46k | 483.62 |
|
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.1 | $21M | +3% | 164k | 126.46 |
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| Ishares Gold Tr Ishares New (IAU) | 1.1 | $21M | 253k | 81.17 |
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| Ishares Tr National Mun Etf (MUB) | 1.1 | $21M | +8% | 191k | 107.11 |
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| NVIDIA Corporation (NVDA) | 1.1 | $21M | 110k | 186.50 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.1 | $20M | +2% | 242k | 81.56 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $18M | +96% | 413k | 44.71 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $16M | +12% | 671k | 24.37 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.9 | $16M | +4% | 749k | 21.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $15M | 47k | 313.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $14M | 22k | 627.14 |
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| Amazon (AMZN) | 0.8 | $14M | +9% | 60k | 230.82 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.8 | $14M | +19% | 286k | 48.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $13M | +7% | 42k | 313.00 |
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| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.7 | $12M | +4% | 348k | 35.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $12M | 24k | 502.65 |
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| Broadcom (AVGO) | 0.6 | $12M | -2% | 34k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | 35k | 322.22 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $11M | +2% | 184k | 57.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.6M | -6% | 26k | 335.27 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.4M | -3% | 13k | 660.09 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $8.3M | 101k | 82.48 |
|
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.4 | $8.1M | 71k | 114.50 |
|
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $8.1M | 60k | 134.32 |
|
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $7.8M | 166k | 46.92 |
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| McKesson Corporation (MCK) | 0.4 | $7.3M | 8.9k | 821.04 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $7.2M | +7% | 60k | 120.34 |
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| Visa Com Cl A (V) | 0.4 | $7.1M | -5% | 20k | 350.71 |
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| Johnson & Johnson (JNJ) | 0.4 | $6.8M | +3% | 33k | 206.95 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $6.3M | +4% | 258k | 24.23 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $6.2M | 107k | 57.91 |
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| Chevron Corporation (CVX) | 0.3 | $6.2M | +3% | 41k | 152.41 |
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| Eli Lilly & Co. (LLY) | 0.3 | $6.1M | +2% | 5.7k | 1074.68 |
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| American Express Company (AXP) | 0.3 | $6.1M | 17k | 369.95 |
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| Cisco Systems (CSCO) | 0.3 | $5.8M | +2% | 76k | 77.03 |
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| Progressive Corporation (PGR) | 0.3 | $5.7M | +4% | 25k | 227.72 |
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| Analog Devices (ADI) | 0.3 | $5.7M | +3% | 21k | 271.20 |
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| Qualcomm (QCOM) | 0.3 | $5.7M | +3% | 33k | 171.05 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $5.7M | -2% | 122k | 46.86 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.6M | 9.2k | 605.47 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $5.5M | +2% | 227k | 24.28 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $5.3M | -6% | 101k | 52.88 |
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| Amgen (AMGN) | 0.3 | $4.9M | +10% | 15k | 327.31 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $4.7M | +25% | 8.3k | 570.88 |
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| AutoZone (AZO) | 0.3 | $4.6M | 1.4k | 3391.50 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.2 | $4.4M | -4% | 224k | 19.53 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.3M | 5.0k | 862.35 |
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| eBay (EBAY) | 0.2 | $4.3M | 49k | 87.10 |
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| Tesla Motors (TSLA) | 0.2 | $4.1M | +6% | 9.1k | 449.72 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $4.1M | 80k | 50.64 |
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| McDonald's Corporation (MCD) | 0.2 | $4.1M | +3% | 13k | 305.63 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $4.0M | -6% | 67k | 59.93 |
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| Automatic Data Processing (ADP) | 0.2 | $3.8M | +4% | 15k | 258.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.8M | +14% | 14k | 268.30 |
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| Electronic Arts (EA) | 0.2 | $3.8M | +2% | 19k | 204.33 |
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| Danaher Corporation (DHR) | 0.2 | $3.8M | +14% | 16k | 229.24 |
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| Procter & Gamble Company (PG) | 0.2 | $3.6M | +3% | 25k | 143.31 |
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| Us Bancorp Del Com New (USB) | 0.2 | $3.6M | 67k | 53.88 |
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| PNC Financial Services (PNC) | 0.2 | $3.6M | 17k | 208.73 |
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| S&p Global (SPGI) | 0.2 | $3.5M | +6% | 6.7k | 522.57 |
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| Abbvie (ABBV) | 0.2 | $3.5M | 15k | 228.49 |
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| Stryker Corporation (SYK) | 0.2 | $3.5M | 9.9k | 352.35 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $3.5M | 21k | 162.63 |
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| Lowe's Companies (LOW) | 0.2 | $3.5M | +4% | 14k | 241.16 |
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| Kroger (KR) | 0.2 | $3.5M | 55k | 62.48 |
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| Pfizer (PFE) | 0.2 | $3.4M | +8% | 139k | 24.90 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $3.4M | 35k | 99.91 |
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| Gilead Sciences (GILD) | 0.2 | $3.4M | +14% | 28k | 122.74 |
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| Oracle Corporation (ORCL) | 0.2 | $3.4M | -30% | 18k | 194.91 |
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| Pepsi (PEP) | 0.2 | $3.4M | +2% | 24k | 144.88 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $3.4M | +6% | 9.6k | 349.99 |
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| Booking Holdings (BKNG) | 0.2 | $3.3M | +12% | 625.00 | 5355.33 |
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| Palo Alto Networks (PANW) | 0.2 | $3.3M | +3% | 18k | 184.20 |
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| Northern Trust Corporation (NTRS) | 0.2 | $3.2M | 23k | 137.31 |
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| Medtronic SHS (MDT) | 0.2 | $3.2M | +2% | 33k | 96.77 |
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| Walt Disney Company (DIS) | 0.2 | $3.1M | -3% | 27k | 114.53 |
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| salesforce (CRM) | 0.2 | $3.1M | +9% | 12k | 265.29 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $2.9M | -27% | 110k | 26.49 |
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| Amphenol Corp Cl A (APH) | 0.2 | $2.8M | -4% | 21k | 135.38 |
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| CSX Corporation (CSX) | 0.1 | $2.7M | +7% | 75k | 36.25 |
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| EOG Resources (EOG) | 0.1 | $2.7M | +4% | 26k | 105.01 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.6M | +3% | 49k | 53.94 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.6M | 56k | 46.81 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.6M | -3% | 37k | 69.67 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.6M | +7% | 101k | 25.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.5M | 26k | 96.27 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $2.5M | -2% | 95k | 26.57 |
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| Paypal Holdings (PYPL) | 0.1 | $2.5M | -2% | 43k | 58.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.5M | 4.0k | 614.31 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.2M | +7% | 12k | 194.07 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | +15% | 74k | 29.89 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $2.2M | 53k | 41.08 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | 18k | 119.35 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.1M | +3% | 19k | 111.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.1M | -3% | 22k | 96.03 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | 11k | 183.40 |
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| Netflix (NFLX) | 0.1 | $2.1M | +739% | 22k | 93.76 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $2.0M | +12% | 85k | 23.41 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.9M | 41k | 47.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | -6% | 4.1k | 473.30 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.8M | +14% | 82k | 22.07 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.8M | 43k | 41.48 |
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| Home Depot (HD) | 0.1 | $1.7M | -18% | 5.0k | 344.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.7M | 5.6k | 304.69 |
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| Abbott Laboratories (ABT) | 0.1 | $1.7M | -7% | 14k | 125.29 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.7M | 12k | 139.34 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.6M | 18k | 91.21 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.6M | 3.3k | 481.61 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.6M | +3% | 7.4k | 214.16 |
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| Cardinal Health (CAH) | 0.1 | $1.6M | -14% | 7.7k | 205.50 |
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| Markel Corporation (MKL) | 0.1 | $1.5M | +3% | 714.00 | 2149.65 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.5M | 65k | 23.64 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.5M | +20% | 8.0k | 185.56 |
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| Caterpillar (CAT) | 0.1 | $1.5M | 2.6k | 572.87 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | 31k | 47.08 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.5M | 6.4k | 227.51 |
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| Vistra Energy (VST) | 0.1 | $1.4M | +37% | 8.9k | 161.33 |
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| Merck & Co (MRK) | 0.1 | $1.4M | +8% | 14k | 106.11 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | 4.7k | 308.40 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 8.1k | 177.53 |
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| EQT Corporation (EQT) | 0.1 | $1.4M | -12% | 27k | 53.60 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | +3% | 26k | 55.00 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $1.4M | 18k | 80.22 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | +66% | 2.5k | 566.36 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.4M | -5% | 30k | 45.89 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $1.3M | 19k | 70.12 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $1.3M | -3% | 11k | 125.92 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | +5% | 8.9k | 149.01 |
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| International Business Machines (IBM) | 0.1 | $1.3M | +3% | 4.4k | 296.21 |
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| Fastenal Company (FAST) | 0.1 | $1.3M | 33k | 40.13 |
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| Docusign (DOCU) | 0.1 | $1.3M | +2% | 19k | 68.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +3% | 13k | 93.20 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.2M | +2% | 2.0k | 605.01 |
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| Philip Morris International (PM) | 0.1 | $1.2M | -4% | 7.4k | 161.87 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | 3.6k | 330.11 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | 6.7k | 171.44 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.1M | +100% | 27k | 42.69 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | +2% | 1.1k | 1069.86 |
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| Linde SHS (LIN) | 0.1 | $1.1M | -18% | 2.6k | 426.39 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | +4% | 1.9k | 579.90 |
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| Ross Stores (ROST) | 0.1 | $1.1M | +8% | 6.2k | 180.14 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | 6.2k | 177.75 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | +2% | 1.2k | 879.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $988k | 7.0k | 141.14 |
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| Gartner (IT) | 0.1 | $957k | +23% | 3.8k | 252.28 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $947k | +3% | 3.8k | 250.88 |
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| Micron Technology (MU) | 0.1 | $933k | +4% | 3.3k | 285.52 |
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| Coca-Cola Company (KO) | 0.1 | $931k | +45% | 13k | 69.91 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $928k | +2% | 4.6k | 203.46 |
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| Blackrock (BLK) | 0.1 | $925k | -4% | 864.00 | 1070.34 |
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| Constellation Energy (CEG) | 0.0 | $909k | 2.6k | 353.27 |
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| Crane Company Common Stock (CR) | 0.0 | $903k | -4% | 4.9k | 184.43 |
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| American Financial (AFG) | 0.0 | $888k | 6.5k | 136.68 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $873k | -9% | 13k | 69.42 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $868k | +25% | 41k | 21.15 |
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| Copart (CPRT) | 0.0 | $866k | -11% | 22k | 39.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $855k | -10% | 4.1k | 210.34 |
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| Universal Hlth Svcs CL B (UHS) | 0.0 | $841k | 3.9k | 218.02 |
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| Ge Vernova (GEV) | 0.0 | $829k | 1.3k | 653.57 |
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| Brown & Brown (BRO) | 0.0 | $822k | 10k | 79.70 |
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| Rli (RLI) | 0.0 | $813k | +6% | 13k | 63.98 |
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| Chubb (CB) | 0.0 | $812k | +15% | 2.6k | 313.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $812k | 13k | 62.47 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $808k | +15% | 8.4k | 95.92 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $804k | 5.6k | 143.52 |
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| Boeing Company (BA) | 0.0 | $803k | -4% | 3.7k | 217.12 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $793k | 1.2k | 673.82 |
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| Microchip Technology (MCHP) | 0.0 | $792k | +12% | 12k | 63.72 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $768k | 14k | 54.71 |
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| Citigroup Com New (C) | 0.0 | $754k | 6.5k | 116.69 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $752k | 5.0k | 148.98 |
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| Nextera Energy (NEE) | 0.0 | $752k | +2% | 9.4k | 80.28 |
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| Capital One Financial (COF) | 0.0 | $751k | 3.1k | 242.36 |
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| Cdw (CDW) | 0.0 | $749k | +14% | 5.5k | 136.20 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $733k | +37% | 5.0k | 146.58 |
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| Jabil Circuit (JBL) | 0.0 | $729k | +2% | 3.2k | 228.02 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $726k | +14% | 8.6k | 84.36 |
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| Elanco Animal Health (ELAN) | 0.0 | $719k | -3% | 32k | 22.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $710k | +6% | 1.6k | 453.36 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $704k | 28k | 25.64 |
|
|
| Emcor (EME) | 0.0 | $701k | +3% | 1.1k | 611.79 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $695k | -4% | 5.3k | 131.03 |
|
| TJX Companies (TJX) | 0.0 | $693k | -6% | 4.5k | 153.61 |
|
| Eaton Corp SHS (ETN) | 0.0 | $693k | -4% | 2.2k | 318.51 |
|
| Steel Dynamics (STLD) | 0.0 | $691k | +3% | 4.1k | 169.90 |
|
| Williams-Sonoma (WSM) | 0.0 | $689k | -2% | 3.9k | 178.59 |
|
| Regions Financial Corporation (RF) | 0.0 | $688k | +3% | 25k | 27.34 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $673k | 5.8k | 116.09 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $665k | 2.0k | 336.66 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $664k | +2% | 499.00 | 1329.85 |
|
| Exelixis (EXEL) | 0.0 | $652k | -3% | 15k | 43.83 |
|
| Omni (OMC) | 0.0 | $647k | +13% | 7.9k | 81.48 |
|
| Verizon Communications (VZ) | 0.0 | $645k | +3% | 16k | 40.73 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $640k | 4.6k | 137.87 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $634k | +3% | 375.00 | 1690.62 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $634k | +11% | 8.0k | 79.67 |
|
| Applied Materials (AMAT) | 0.0 | $626k | +2% | 2.4k | 256.99 |
|
| Kla Corp Com New (KLAC) | 0.0 | $617k | 508.00 | 1215.08 |
|
|
| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $599k | 7.1k | 84.64 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $596k | 1.5k | 396.31 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $592k | +24% | 11k | 54.32 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $585k | 6.3k | 92.42 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $582k | +54% | 6.9k | 84.21 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $581k | NEW | 1.8k | 323.01 |
|
| ConocoPhillips (COP) | 0.0 | $580k | 6.2k | 93.61 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $578k | +14% | 6.1k | 95.35 |
|
| Taylor Morrison Hom (TMHC) | 0.0 | $577k | +4% | 9.8k | 58.87 |
|
| At&t (T) | 0.0 | $571k | -18% | 23k | 24.84 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $561k | 3.5k | 160.97 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $560k | 4.7k | 120.15 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $557k | NEW | 4.1k | 135.91 |
|
| Intuit (INTU) | 0.0 | $545k | +9% | 822.00 | 662.42 |
|
| Murphy Usa (MUSA) | 0.0 | $538k | +18% | 1.3k | 403.52 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $533k | NEW | 5.5k | 96.88 |
|
| Carrier Global Corporation (CARR) | 0.0 | $531k | -6% | 10k | 52.84 |
|
| Cintas Corporation (CTAS) | 0.0 | $531k | +9% | 2.8k | 188.07 |
|
| Intercontinental Exchange (ICE) | 0.0 | $527k | 3.3k | 161.96 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $516k | +4% | 2.1k | 242.91 |
|
| Broadstone Net Lease (BNL) | 0.0 | $514k | NEW | 29k | 17.66 |
|
| Synchrony Financial (SYF) | 0.0 | $510k | NEW | 6.1k | 83.43 |
|
| Altria (MO) | 0.0 | $510k | -19% | 8.7k | 58.75 |
|
| Devon Energy Corporation (DVN) | 0.0 | $509k | -6% | 14k | 36.63 |
|
| Agnico (AEM) | 0.0 | $502k | 3.0k | 169.53 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $493k | +11% | 18k | 27.80 |
|
| Union Pacific Corporation (UNP) | 0.0 | $488k | -8% | 2.1k | 231.32 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $488k | +26% | 9.6k | 50.88 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $484k | NEW | 6.6k | 73.07 |
|
| Uber Technologies (UBER) | 0.0 | $484k | -2% | 5.9k | 81.71 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $481k | NEW | 2.4k | 199.68 |
|
| M&T Bank Corporation (MTB) | 0.0 | $478k | +2% | 2.4k | 201.48 |
|
| Waste Management (WM) | 0.0 | $476k | +56% | 2.2k | 219.71 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $474k | 17k | 28.00 |
|
|
| Flex Ord (FLEX) | 0.0 | $472k | 7.8k | 60.42 |
|
|
| MetLife (MET) | 0.0 | $461k | -3% | 5.8k | 78.94 |
|
| Hubbell (HUBB) | 0.0 | $450k | +6% | 1.0k | 444.11 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $449k | 9.0k | 49.90 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $448k | 1.4k | 312.58 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $443k | 3.1k | 144.76 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $443k | NEW | 6.8k | 65.40 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $443k | +4% | 2.4k | 185.61 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $443k | 4.4k | 99.85 |
|
|
| Okta Cl A (OKTA) | 0.0 | $441k | +10% | 5.1k | 86.47 |
|
| Servicenow (NOW) | 0.0 | $440k | +291% | 2.9k | 153.19 |
|
| CF Industries Holdings (CF) | 0.0 | $436k | +2% | 5.6k | 77.34 |
|
| Mueller Industries (MLI) | 0.0 | $433k | NEW | 3.8k | 114.80 |
|
| General Motors Company (GM) | 0.0 | $432k | 5.3k | 81.32 |
|
|
| NetApp (NTAP) | 0.0 | $431k | +3% | 4.0k | 107.09 |
|
| Williams Companies (WMB) | 0.0 | $428k | 7.1k | 60.11 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $426k | +32% | 4.1k | 103.67 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $423k | 3.0k | 141.06 |
|
|
| General Mills (GIS) | 0.0 | $423k | -28% | 9.1k | 46.50 |
|
| Astrazeneca Sponsored Adr | 0.0 | $421k | +32% | 4.6k | 91.93 |
|
| United Rentals (URI) | 0.0 | $420k | -13% | 519.00 | 809.32 |
|
| Host Hotels & Resorts (HST) | 0.0 | $420k | +10% | 23k | 18.08 |
|
| Metropcs Communications (TMUS) | 0.0 | $418k | 2.1k | 203.04 |
|
|
| Intel Corporation (INTC) | 0.0 | $415k | +12% | 11k | 36.90 |
|
| Godaddy Cl A (GDDY) | 0.0 | $413k | +15% | 3.3k | 124.08 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $413k | 26k | 15.86 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $412k | NEW | 845.00 | 488.07 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $411k | +22% | 4.8k | 86.29 |
|
| Hca Holdings (HCA) | 0.0 | $411k | +13% | 881.00 | 466.86 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $410k | 16k | 25.24 |
|
|
| Anthem (ELV) | 0.0 | $407k | +27% | 1.2k | 350.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $403k | NEW | 5.1k | 79.02 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $401k | 9.0k | 44.65 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $400k | NEW | 7.3k | 54.77 |
|
| Exelon Corporation (EXC) | 0.0 | $400k | +4% | 9.2k | 43.59 |
|
| Generac Holdings (GNRC) | 0.0 | $399k | +3% | 2.9k | 136.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $399k | +4% | 15k | 27.43 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.0 | $396k | 5.5k | 71.37 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $390k | -4% | 4.4k | 89.42 |
|
| United Parcel Service CL B (UPS) | 0.0 | $390k | NEW | 3.9k | 99.19 |
|
| MGE Energy (MGEE) | 0.0 | $389k | -2% | 5.0k | 78.42 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $388k | 8.5k | 45.85 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $384k | 4.6k | 82.82 |
|
|
| Gra (GGG) | 0.0 | $383k | +5% | 4.7k | 81.97 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $381k | 16k | 24.04 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $381k | 5.2k | 73.48 |
|
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $379k | +49% | 40k | 9.43 |
|
| Qualys (QLYS) | 0.0 | $374k | +22% | 2.8k | 132.90 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $374k | -2% | 2.4k | 154.14 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $369k | 5.1k | 71.62 |
|
|
| FedEx Corporation (FDX) | 0.0 | $367k | +34% | 1.3k | 290.21 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $366k | 2.5k | 143.76 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $363k | NEW | 5.5k | 65.42 |
|
| Tapestry (TPR) | 0.0 | $361k | 2.8k | 127.77 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $357k | +8% | 14k | 25.89 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $355k | 612.00 | 580.71 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $353k | 14k | 25.39 |
|
|
| Crocs (CROX) | 0.0 | $348k | NEW | 4.1k | 85.52 |
|
| Apa Corporation (APA) | 0.0 | $345k | 14k | 24.46 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $342k | 4.3k | 79.36 |
|
|
| Fiserv (FI) | 0.0 | $339k | +24% | 5.1k | 67.17 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $337k | NEW | 2.7k | 125.87 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $336k | 1.3k | 257.95 |
|
|
| Carlisle Companies (CSL) | 0.0 | $334k | +7% | 1.0k | 319.86 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $333k | +19% | 432.00 | 771.87 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $331k | 3.7k | 88.51 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $330k | +2% | 4.2k | 78.67 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $329k | +5% | 374.00 | 878.96 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $328k | 1.2k | 276.13 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $327k | +31% | 8.9k | 36.54 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $326k | +10% | 6.4k | 50.79 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $326k | -4% | 2.8k | 117.21 |
|
| Edwards Lifesciences (EW) | 0.0 | $324k | +12% | 3.8k | 85.25 |
|
| Skyworks Solutions (SWKS) | 0.0 | $323k | +9% | 5.1k | 63.41 |
|
| Nike CL B (NKE) | 0.0 | $323k | -13% | 5.0k | 64.17 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $322k | 956.00 | 336.47 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $317k | +28% | 1.4k | 223.69 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $312k | -16% | 12k | 25.60 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $308k | +10% | 1.1k | 287.25 |
|
| Owens Corning (OC) | 0.0 | $304k | +22% | 2.7k | 111.91 |
|
| Cigna Corp (CI) | 0.0 | $304k | +20% | 1.1k | 275.23 |
|
| Simon Property (SPG) | 0.0 | $302k | 1.6k | 185.11 |
|
|
| Southern Company (SO) | 0.0 | $301k | -25% | 3.4k | 87.20 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $299k | NEW | 14k | 21.89 |
|
| Ecolab (ECL) | 0.0 | $299k | 1.1k | 263.25 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $299k | +9% | 4.1k | 73.56 |
|
| SLB Com Stk (SLB) | 0.0 | $299k | +7% | 7.7k | 38.69 |
|
| Biogen Idec (BIIB) | 0.0 | $296k | +6% | 1.7k | 175.99 |
|
| Western Digital (WDC) | 0.0 | $294k | 1.7k | 172.27 |
|
|
| RPM International (RPM) | 0.0 | $294k | 2.8k | 104.00 |
|
|
| Ford Motor Company (F) | 0.0 | $294k | -7% | 22k | 13.12 |
|
| MercadoLibre (MELI) | 0.0 | $292k | +4% | 145.00 | 2014.26 |
|
| Travelers Companies (TRV) | 0.0 | $292k | -12% | 1.0k | 290.06 |
|
| Coupang Cl A (CPNG) | 0.0 | $287k | -7% | 12k | 23.59 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $286k | -13% | 3.3k | 87.35 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $285k | NEW | 590.00 | 483.67 |
|
| Cme (CME) | 0.0 | $282k | +32% | 1.0k | 273.08 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $280k | 2.3k | 123.27 |
|
|
| Realty Income (O) | 0.0 | $279k | -2% | 4.9k | 56.64 |
|
| American Tower Reit (AMT) | 0.0 | $276k | 1.6k | 177.51 |
|
|
| Deere & Company (DE) | 0.0 | $275k | +4% | 589.00 | 467.19 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $275k | 3.4k | 82.02 |
|
|
| Allstate Corporation (ALL) | 0.0 | $274k | -32% | 1.3k | 209.58 |
|
| Autodesk (ADSK) | 0.0 | $271k | +2% | 917.00 | 296.01 |
|
| Comfort Systems USA (FIX) | 0.0 | $269k | -4% | 288.00 | 933.29 |
|
| Ameriprise Financial (AMP) | 0.0 | $269k | -3% | 548.00 | 490.34 |
|
| AmerisourceBergen (COR) | 0.0 | $268k | +7% | 794.00 | 337.75 |
|
| Toro Company (TTC) | 0.0 | $268k | +3% | 3.4k | 79.11 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $268k | 9.3k | 28.84 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $267k | +12% | 26k | 10.11 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $265k | 12k | 21.95 |
|
|
| Prologis (PLD) | 0.0 | $262k | +8% | 2.1k | 127.66 |
|
| Moody's Corporation (MCO) | 0.0 | $262k | +9% | 512.00 | 510.85 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $260k | 4.0k | 65.01 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $258k | 664.00 | 389.20 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $258k | 12k | 22.47 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $258k | -7% | 2.5k | 102.80 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $257k | NEW | 3.2k | 79.57 |
|
| Enterprise Products Partners (EPD) | 0.0 | $257k | -23% | 8.0k | 32.06 |
|
| Honeywell International (HON) | 0.0 | $255k | -35% | 1.3k | 195.09 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $254k | +6% | 4.4k | 57.37 |
|
| Dominion Resources (D) | 0.0 | $252k | 4.3k | 58.59 |
|
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $251k | +49% | 15k | 16.37 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $251k | NEW | 809.00 | 310.24 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $248k | NEW | 1.4k | 173.49 |
|
| American Electric Power Company (AEP) | 0.0 | $248k | +3% | 2.2k | 115.31 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $247k | +6% | 1.3k | 197.15 |
|
| Iqvia Holdings (IQV) | 0.0 | $247k | 1.1k | 225.41 |
|
|
| Ingersoll Rand (IR) | 0.0 | $243k | +8% | 3.1k | 79.22 |
|
| Boston Properties (BXP) | 0.0 | $243k | NEW | 3.6k | 67.57 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $242k | NEW | 1.1k | 214.06 |
|
| Qorvo (QRVO) | 0.0 | $240k | 2.8k | 84.51 |
|
|
| Quanta Services (PWR) | 0.0 | $239k | +3% | 567.00 | 422.06 |
|
| Halliburton Company (HAL) | 0.0 | $239k | NEW | 8.5k | 28.26 |
|
| Vulcan Materials Company (VMC) | 0.0 | $237k | 832.00 | 285.22 |
|
|
| Icon SHS (ICLR) | 0.0 | $236k | 1.3k | 182.22 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $235k | -25% | 840.00 | 279.92 |
|
| 3M Company (MMM) | 0.0 | $234k | 1.5k | 160.10 |
|
|
| Doordash Cl A (DASH) | 0.0 | $233k | -16% | 1.0k | 226.48 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $233k | -3% | 408.00 | 570.21 |
|
| Sea Sponsord Ads (SE) | 0.0 | $232k | 1.8k | 127.57 |
|
|
| M/a (MTSI) | 0.0 | $232k | NEW | 1.4k | 171.28 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $230k | 1.6k | 140.67 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $230k | +4% | 253.00 | 907.92 |
|
| Valero Energy Corporation (VLO) | 0.0 | $229k | 1.4k | 162.79 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $228k | 1.1k | 205.02 |
|
|
| Now (DNOW) | 0.0 | $226k | NEW | 17k | 13.25 |
|
| Fortinet (FTNT) | 0.0 | $224k | +2% | 2.8k | 79.41 |
|
| American Intl Group Com New (AIG) | 0.0 | $224k | NEW | 2.6k | 85.55 |
|
| Cummins (CMI) | 0.0 | $224k | NEW | 438.00 | 510.45 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $223k | +2% | 1.4k | 160.79 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $222k | 11k | 19.74 |
|
|
| CRH Ord (CRH) | 0.0 | $222k | NEW | 1.8k | 124.80 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $221k | -5% | 1.6k | 139.16 |
|
| L3harris Technologies (LHX) | 0.0 | $221k | -3% | 753.00 | 293.57 |
|
| W.W. Grainger (GWW) | 0.0 | $221k | -14% | 219.00 | 1009.05 |
|
| Republic Services (RSG) | 0.0 | $217k | NEW | 1.0k | 211.93 |
|
| Smucker J M Com New (SJM) | 0.0 | $217k | -16% | 2.2k | 97.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $215k | 1.1k | 190.99 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $215k | 8.3k | 25.76 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $215k | NEW | 7.4k | 28.82 |
|
| Eversource Energy (ES) | 0.0 | $212k | -7% | 3.2k | 67.33 |
|
| Xylem (XYL) | 0.0 | $212k | 1.6k | 136.18 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $211k | NEW | 903.00 | 233.87 |
|
| Spdr Series Trust State Street Spd (SPIP) | 0.0 | $208k | -34% | 8.0k | 25.95 |
|
| Illinois Tool Works (ITW) | 0.0 | $207k | -31% | 836.00 | 247.91 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $206k | NEW | 939.00 | 219.36 |
|
| Emerson Electric (EMR) | 0.0 | $205k | NEW | 1.5k | 132.72 |
|
| Icici Bank Adr (IBN) | 0.0 | $203k | 6.8k | 29.80 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $202k | NEW | 3.0k | 66.46 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $202k | 4.0k | 50.47 |
|
|
| Entergy Corporation (ETR) | 0.0 | $202k | 2.2k | 92.43 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $201k | NEW | 975.00 | 206.52 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $201k | +3% | 1.8k | 113.10 |
|
| Diamondback Energy (FANG) | 0.0 | $201k | NEW | 1.3k | 150.33 |
|
| Norfolk Southern (NSC) | 0.0 | $201k | +3% | 695.00 | 288.72 |
|
| Corning Incorporated (GLW) | 0.0 | $200k | NEW | 2.3k | 87.56 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $165k | NEW | 10k | 16.10 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $164k | NEW | 21k | 7.86 |
|
| Flowers Foods (FLO) | 0.0 | $163k | NEW | 15k | 10.88 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $145k | +2% | 12k | 11.73 |
|
| Transocean Registered Shs (RIG) | 0.0 | $143k | 35k | 4.13 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $138k | NEW | 49k | 2.84 |
|
| Immuneering Corp Class A Com (IMRX) | 0.0 | $132k | 20k | 6.58 |
|
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $65k | +8% | 15k | 4.21 |
|
| Baytex Energy Corp (BTE) | 0.0 | $41k | 13k | 3.25 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2025 Q4 filed Jan. 29, 2026
- 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