Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SGOV, JMST, MEAR, DSTL, and represent 23.31% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: MEAR (+$13M), JMST (+$13M), SCHR (+$5.1M), AVGO, VCSH, IVV, SGOV, IBDR, IBDQ, IBDS.
- Started 32 new stock positions in LMT, Te Connectivity, DD, DEO, JCI, EXC, LSCC, EXAS, IWD, AMT.
- Reduced shares in these 10 stocks: VYM (-$5.8M), DG, NTLA, , CVS, DLTR, LLY, AOS, CRBU, INTC.
- Sold out of its positions in BNL, CRBU, CNC, DKS, DG, DLTR, INTC, NTLA, EFG, MNST. RWM, SDY, AOS, SONY, TXT, TEL.
- Resonant Capital Advisors was a net buyer of stock by $74M.
- Resonant Capital Advisors has $1.4B in assets under management (AUM), dropping by 10.44%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 352 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $81M | +4% | 141k | 576.82 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.2 | $71M | +3% | 704k | 100.72 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 4.3 | $59M | +28% | 1.2M | 50.94 |
|
| Ishares U S Etf Tr Blackrock Short (MEAR) | 4.1 | $56M | +30% | 1.1M | 50.31 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 3.7 | $50M | +3% | 883k | 56.73 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.7 | $50M | +3% | 251k | 198.82 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 3.2 | $44M | +13% | 869k | 50.60 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.1 | $42M | +11% | 524k | 79.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $41M | +4% | 658k | 62.32 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $29M | +3% | 403k | 71.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $28M | +3% | 239k | 116.96 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $26M | 45k | 575.51 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.9 | $25M | +2% | 427k | 59.57 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $21M | +2% | 400k | 51.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $20M | +4% | 262k | 78.05 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.4 | $20M | 526k | 37.37 |
|
|
| Apple (AAPL) | 1.4 | $19M | +4% | 81k | 233.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.3 | $18M | +3% | 152k | 116.32 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $17M | +3% | 191k | 87.80 |
|
| Microsoft Corporation (MSFT) | 1.2 | $16M | +4% | 37k | 430.30 |
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.2 | $16M | +3% | 219k | 72.63 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $14M | +14% | 295k | 48.98 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.1 | $14M | 446k | 32.27 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.1 | $14M | +3% | 163k | 88.28 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $13M | +2% | 233k | 57.41 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $13M | +3% | 115k | 108.63 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $12M | +2% | 245k | 49.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $12M | 22k | 529.22 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.8 | $11M | +6% | 551k | 20.49 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $10M | +2% | 203k | 50.74 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.7 | $10M | 200k | 50.74 |
|
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.7 | $10M | +5% | 279k | 36.06 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $9.9M | 22k | 460.26 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $9.9M | +10% | 184k | 53.63 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $8.3M | +5% | 140k | 59.51 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $8.3M | +6% | 68k | 121.45 |
|
| Amazon (AMZN) | 0.6 | $8.1M | +4% | 44k | 186.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.9M | 48k | 167.19 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.6 | $7.8M | 161k | 48.54 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $7.7M | 189k | 40.63 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $7.3M | 64k | 114.52 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.5 | $7.3M | 74k | 98.07 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $6.9M | 33k | 210.86 |
|
|
| Progressive Corporation (PGR) | 0.5 | $6.5M | 26k | 253.76 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $6.3M | 88k | 70.83 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $5.8M | +2% | 49k | 117.22 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $5.7M | 109k | 52.66 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $5.6M | +12% | 9.8k | 572.44 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $5.6M | 9.7k | 571.31 |
|
|
| Visa Com Cl A (V) | 0.4 | $5.4M | 20k | 274.95 |
|
|
| Broadcom (AVGO) | 0.4 | $5.4M | +966% | 31k | 172.50 |
|
| Oracle Corporation (ORCL) | 0.4 | $5.1M | 30k | 170.40 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.0M | +2% | 18k | 284.04 |
|
| Chevron Corporation (CVX) | 0.4 | $4.9M | 33k | 147.27 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.4 | $4.9M | +5% | 238k | 20.44 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.9M | -3% | 5.5k | 886.53 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $4.8M | 88k | 54.68 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $4.8M | -4% | 79k | 60.42 |
|
| Qualcomm (QCOM) | 0.3 | $4.8M | 28k | 170.05 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.6M | +5% | 28k | 165.85 |
|
| American Express Company (AXP) | 0.3 | $4.6M | 17k | 271.20 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.5M | 13k | 353.48 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $4.4M | 97k | 45.51 |
|
|
| Analog Devices (ADI) | 0.3 | $4.4M | 19k | 230.17 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.4M | -10% | 4.9k | 885.94 |
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| McKesson Corporation (MCK) | 0.3 | $4.3M | 8.6k | 495.04 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $4.2M | +2% | 26k | 162.06 |
|
| AutoZone (AZO) | 0.3 | $4.2M | 1.3k | 3150.04 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $4.1M | +3% | 24k | 173.20 |
|
| Amgen (AMGN) | 0.3 | $3.9M | 12k | 322.21 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $3.9M | 186k | 21.12 |
|
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| Automatic Data Processing (ADP) | 0.3 | $3.8M | 14k | 277.96 |
|
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| Danaher Corporation (DHR) | 0.3 | $3.8M | 14k | 278.29 |
|
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| McDonald's Corporation (MCD) | 0.3 | $3.6M | 12k | 304.51 |
|
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| Pepsi (PEP) | 0.3 | $3.5M | 21k | 170.05 |
|
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $3.5M | 68k | 51.27 |
|
|
| Stryker Corporation (SYK) | 0.2 | $3.3M | 9.2k | 362.06 |
|
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| eBay (EBAY) | 0.2 | $3.3M | +3% | 51k | 65.11 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $3.3M | 20k | 162.91 |
|
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| Cisco Systems (CSCO) | 0.2 | $3.3M | 62k | 53.22 |
|
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| Lowe's Companies (LOW) | 0.2 | $3.2M | 12k | 270.85 |
|
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| PNC Financial Services (PNC) | 0.2 | $3.1M | 17k | 184.85 |
|
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| Pfizer (PFE) | 0.2 | $3.1M | 108k | 28.94 |
|
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $3.0M | +295% | 119k | 25.10 |
|
| Kroger (KR) | 0.2 | $3.0M | 52k | 57.30 |
|
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $3.0M | +341% | 122k | 24.30 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $2.9M | -7% | 64k | 46.23 |
|
| S&p Global (SPGI) | 0.2 | $2.9M | +4% | 5.5k | 516.62 |
|
| Abbvie (ABBV) | 0.2 | $2.9M | +6% | 15k | 197.48 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.8M | +7% | 5.6k | 493.80 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $2.7M | +338% | 112k | 24.37 |
|
| Medtronic SHS (MDT) | 0.2 | $2.7M | 30k | 90.73 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $2.6M | +6% | 7.7k | 341.80 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.6M | -2% | 50k | 51.74 |
|
| EOG Resources (EOG) | 0.2 | $2.6M | +2% | 21k | 122.93 |
|
| Walt Disney Company (DIS) | 0.2 | $2.4M | -4% | 25k | 96.19 |
|
| Paypal Holdings (PYPL) | 0.2 | $2.4M | 30k | 78.03 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.3M | 26k | 88.14 |
|
|
| Becton, Dickinson and (BDX) | 0.2 | $2.3M | 9.5k | 241.10 |
|
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| Electronic Arts (EA) | 0.2 | $2.2M | 16k | 143.44 |
|
|
| Home Depot (HD) | 0.2 | $2.2M | 5.4k | 405.20 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.2M | 18k | 119.61 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.1M | 52k | 41.28 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $2.1M | 33k | 64.86 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $2.1M | -3% | 32k | 64.81 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.2 | $2.1M | 87k | 23.74 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $2.1M | 44k | 47.13 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.0M | -25% | 32k | 62.88 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | +12% | 3.9k | 517.78 |
|
| salesforce (CRM) | 0.1 | $2.0M | +109% | 7.2k | 274.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $2.0M | 80k | 24.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $2.0M | +5% | 50k | 39.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | 4.0k | 488.73 |
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| CSX Corporation (CSX) | 0.1 | $1.9M | +3% | 56k | 34.53 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $1.9M | 27k | 70.37 |
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| Northern Trust Corporation (NTRS) | 0.1 | $1.9M | +2% | 21k | 90.70 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.9M | -10% | 19k | 97.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.9M | 22k | 83.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | +4% | 8.6k | 206.57 |
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| Smucker J M Com New (SJM) | 0.1 | $1.6M | -10% | 13k | 121.10 |
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| Abbott Laboratories (ABT) | 0.1 | $1.5M | +2% | 13k | 114.01 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.5M | 37k | 41.55 |
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| UnitedHealth (UNH) | 0.1 | $1.5M | +16% | 2.6k | 584.68 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $1.5M | 61k | 24.82 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.5M | 13k | 120.37 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.5M | 11k | 136.34 |
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| Netflix (NFLX) | 0.1 | $1.5M | +2% | 2.1k | 709.27 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | 31k | 47.21 |
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| Tesla Motors (TSLA) | 0.1 | $1.5M | +41% | 5.6k | 261.63 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.4M | -4% | 36k | 39.15 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.4M | 3.3k | 424.50 |
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| Linde SHS (LIN) | 0.1 | $1.4M | +26% | 2.9k | 476.86 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.4M | -15% | 20k | 67.51 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.4M | 54k | 25.13 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | 20k | 65.32 |
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| Gilead Sciences (GILD) | 0.1 | $1.3M | NEW | 15k | 83.84 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $1.2M | 51k | 24.00 |
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| Copart (CPRT) | 0.1 | $1.2M | 23k | 52.40 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.2M | +40% | 58k | 20.65 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.2M | +10% | 1.0k | 1151.60 |
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| Gartner (IT) | 0.1 | $1.1M | 2.3k | 506.76 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 1.8k | 618.98 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 9.0k | 121.16 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.1M | 14k | 80.78 |
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| Docusign (DOCU) | 0.1 | $1.1M | 18k | 62.09 |
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| EQT Corporation (EQT) | 0.1 | $1.1M | +2% | 30k | 36.64 |
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| Merck & Co (MRK) | 0.1 | $1.1M | +2% | 9.4k | 114.32 |
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| Robert Half International (RHI) | 0.1 | $1.0M | +12% | 16k | 67.41 |
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| Crane Company Common Stock (CR) | 0.1 | $1.0M | -5% | 6.5k | 158.28 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $1.0M | +47% | 18k | 56.73 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.0M | 7.7k | 131.40 |
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| Markel Corporation (MKL) | 0.1 | $1.0M | 644.00 | 1568.58 |
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| Fastenal Company (FAST) | 0.1 | $1.0M | 14k | 71.42 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $995k | -5% | 6.1k | 162.76 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $990k | +3% | 2.6k | 375.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $969k | +6% | 5.9k | 164.08 |
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| Brown & Brown (BRO) | 0.1 | $962k | -8% | 9.3k | 103.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $955k | +18% | 12k | 80.75 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $953k | -2% | 8.6k | 110.41 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $952k | 4.4k | 217.87 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $946k | 7.0k | 135.07 |
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| Cardinal Health (CAH) | 0.1 | $944k | -2% | 8.5k | 110.52 |
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| Cdw (CDW) | 0.1 | $940k | -2% | 4.2k | 226.30 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $890k | 34k | 26.28 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $839k | +3% | 7.0k | 119.07 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $821k | +2% | 20k | 41.77 |
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| Carrier Global Corporation (CARR) | 0.1 | $808k | +2% | 10k | 80.49 |
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| Ross Stores (ROST) | 0.1 | $807k | +2% | 5.4k | 150.51 |
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| Te Connectivity Ord Shs | 0.1 | $794k | NEW | 5.6k | 142.68 |
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| Booking Holdings (BKNG) | 0.1 | $788k | +11% | 187.00 | 4212.12 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $785k | +25% | 31k | 25.53 |
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| Universal Hlth Svcs CL B (UHS) | 0.1 | $762k | -6% | 3.3k | 229.01 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $762k | 3.4k | 223.48 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $750k | +8% | 1.5k | 491.27 |
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| American Financial (AFG) | 0.1 | $740k | 5.5k | 134.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $739k | +11% | 3.9k | 188.87 |
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| Rli (RLI) | 0.1 | $738k | 4.8k | 154.98 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $724k | +2% | 6.5k | 111.88 |
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| Microchip Technology (MCHP) | 0.1 | $721k | -3% | 9.0k | 80.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $718k | -88% | 5.6k | 128.20 |
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| International Business Machines (IBM) | 0.1 | $709k | +5% | 3.2k | 221.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $696k | 13k | 52.81 |
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| Bank of America Corporation (BAC) | 0.1 | $692k | +2% | 17k | 39.68 |
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| Caterpillar (CAT) | 0.1 | $689k | +4% | 1.8k | 391.03 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $648k | +16% | 454.00 | 1427.13 |
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| Taylor Morrison Hom (TMHC) | 0.0 | $640k | +2% | 9.1k | 70.26 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $637k | -27% | 5.0k | 126.18 |
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| Verizon Communications (VZ) | 0.0 | $635k | +4% | 14k | 44.91 |
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| Eaton Corp SHS (ETN) | 0.0 | $634k | +2% | 1.9k | 331.44 |
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| Boeing Company (BA) | 0.0 | $630k | 4.1k | 152.04 |
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| Floor & Decor Hldgs Cl A (FND) | 0.0 | $627k | -2% | 5.1k | 124.17 |
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| Morgan Stanley Com New (MS) | 0.0 | $620k | +3% | 5.9k | 104.24 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $614k | 13k | 45.86 |
|
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| Omni (OMC) | 0.0 | $613k | 5.9k | 104.09 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $611k | 8.2k | 74.14 |
|
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| Lam Research Corporation (LRCX) | 0.0 | $609k | -6% | 744.00 | 818.09 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $600k | 1.5k | 389.12 |
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| Philip Morris International (PM) | 0.0 | $596k | +5% | 4.9k | 122.75 |
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| Fair Isaac Corporation (FICO) | 0.0 | $583k | +3% | 300.00 | 1943.52 |
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| Coca-Cola Company (KO) | 0.0 | $577k | +15% | 8.0k | 72.35 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $576k | 4.7k | 123.52 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $570k | +13% | 1.2k | 465.08 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $548k | -3% | 6.6k | 83.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $546k | 3.1k | 174.29 |
|
|
| BlackRock (BLK) | 0.0 | $544k | +9% | 573.00 | 949.51 |
|
| NetApp (NTAP) | 0.0 | $539k | +5% | 4.4k | 123.51 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $537k | 11k | 48.84 |
|
|
| Constellation Energy (CEG) | 0.0 | $532k | 2.0k | 260.02 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $530k | +105% | 3.4k | 154.92 |
|
| Fiserv (FI) | 0.0 | $518k | +8% | 2.9k | 179.65 |
|
| Regions Financial Corporation (RF) | 0.0 | $515k | +2% | 22k | 23.55 |
|
| Nextera Energy (NEE) | 0.0 | $497k | +6% | 5.9k | 84.53 |
|
| Union Pacific Corporation (UNP) | 0.0 | $491k | +17% | 2.0k | 246.48 |
|
| Servicenow (NOW) | 0.0 | $482k | +15% | 539.00 | 894.39 |
|
| Wells Fargo & Company (WFC) | 0.0 | $479k | +5% | 8.5k | 56.49 |
|
| Intercontinental Exchange (ICE) | 0.0 | $479k | +2% | 3.0k | 160.64 |
|
| Chubb (CB) | 0.0 | $470k | +8% | 1.6k | 289.30 |
|
| Murphy Usa (MUSA) | 0.0 | $469k | 952.00 | 492.87 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $465k | -3% | 4.3k | 108.19 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $459k | 10k | 44.57 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $458k | -3% | 2.4k | 187.48 |
|
| MetLife (MET) | 0.0 | $449k | -2% | 5.4k | 82.48 |
|
| CarMax (KMX) | 0.0 | $438k | 5.7k | 77.38 |
|
|
| At&t (T) | 0.0 | $422k | +32% | 19k | 22.00 |
|
| Emcor (EME) | 0.0 | $419k | 974.00 | 430.53 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $415k | 5.0k | 83.15 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $405k | 28k | 14.69 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $401k | +6% | 2.6k | 156.78 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $401k | NEW | 1.6k | 243.06 |
|
| Generac Holdings (GNRC) | 0.0 | $396k | +29% | 2.5k | 158.88 |
|
| Steel Dynamics (STLD) | 0.0 | $392k | 3.1k | 126.54 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $391k | 469.00 | 833.25 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $390k | 1.3k | 302.20 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $389k | +6% | 370.00 | 1051.24 |
|
| Zoetis Cl A (ZTS) | 0.0 | $385k | +3% | 2.0k | 195.38 |
|
| United Rentals (URI) | 0.0 | $384k | +3% | 474.00 | 809.73 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $384k | 9.0k | 42.84 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $382k | 3.1k | 124.91 |
|
|
| CF Industries Holdings (CF) | 0.0 | $377k | +16% | 4.4k | 85.80 |
|
| M&T Bank Corporation (MTB) | 0.0 | $376k | +28% | 2.1k | 178.12 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $376k | +521% | 2.4k | 159.45 |
|
| Anthem (ELV) | 0.0 | $375k | +43% | 721.00 | 520.00 |
|
| TJX Companies (TJX) | 0.0 | $372k | +7% | 3.2k | 117.54 |
|
| Pinterest Cl A (PINS) | 0.0 | $372k | 12k | 32.37 |
|
|
| Arista Networks (ANET) | 0.0 | $367k | +9% | 956.00 | 383.82 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $365k | 15k | 25.16 |
|
|
| Simon Property (SPG) | 0.0 | $362k | +4% | 2.1k | 169.02 |
|
| Exelixis (EXEL) | 0.0 | $362k | 14k | 25.95 |
|
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.0 | $361k | 5.5k | 65.18 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $359k | 3.0k | 119.70 |
|
|
| Target Corporation (TGT) | 0.0 | $359k | +4% | 2.3k | 155.86 |
|
| Nike CL B (NKE) | 0.0 | $355k | +4% | 4.0k | 88.75 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $349k | 8.5k | 41.25 |
|
|
| General Motors Company (GM) | 0.0 | $349k | +16% | 7.8k | 44.84 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $348k | -2% | 3.4k | 103.94 |
|
| Allstate Corporation (ALL) | 0.0 | $348k | +9% | 1.8k | 190.56 |
|
| Altria (MO) | 0.0 | $347k | +8% | 6.7k | 52.06 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $345k | 1.5k | 229.10 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $337k | NEW | 5.2k | 64.96 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $336k | 2.7k | 125.98 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $334k | 6.7k | 49.92 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $334k | +5% | 4.0k | 83.80 |
|
| Carlisle Companies (CSL) | 0.0 | $332k | +3% | 739.00 | 449.75 |
|
| Goldman Sachs (GS) | 0.0 | $331k | +36% | 668.00 | 495.11 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $329k | -8% | 15k | 22.11 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $329k | -8% | 14k | 23.42 |
|
| Cintas Corporation (CTAS) | 0.0 | $325k | NEW | 1.6k | 205.88 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $323k | -8% | 14k | 22.64 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $322k | +6% | 4.5k | 71.86 |
|
| Shell Spon Ads (SHEL) | 0.0 | $321k | 4.9k | 65.95 |
|
|
| Ingersoll Rand (IR) | 0.0 | $320k | 3.3k | 98.16 |
|
|
| Qorvo (QRVO) | 0.0 | $316k | +9% | 3.1k | 103.30 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $315k | 5.1k | 61.51 |
|
|
| Gra (GGG) | 0.0 | $312k | +20% | 3.6k | 87.51 |
|
| Xylem (XYL) | 0.0 | $312k | +6% | 2.3k | 135.03 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $310k | 4.0k | 77.29 |
|
|
| Cigna Corp (CI) | 0.0 | $310k | +2% | 895.00 | 346.44 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $310k | -2% | 1.3k | 237.91 |
|
| Hubbell (HUBB) | 0.0 | $307k | +7% | 716.00 | 428.35 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $306k | +6% | 12k | 26.63 |
|
| Metropcs Communications (TMUS) | 0.0 | $296k | +6% | 1.4k | 206.36 |
|
| Apa Corporation (APA) | 0.0 | $296k | +32% | 12k | 24.46 |
|
| Okta Cl A (OKTA) | 0.0 | $296k | +7% | 4.0k | 74.34 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $295k | 6.0k | 49.40 |
|
|
| Jabil Circuit (JBL) | 0.0 | $295k | +23% | 2.5k | 119.83 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $289k | 2.5k | 115.02 |
|
|
| Applied Materials (AMAT) | 0.0 | $289k | -6% | 1.4k | 202.05 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $287k | +4% | 5.0k | 57.62 |
|
| Flex Ord (FLEX) | 0.0 | $286k | 8.6k | 33.43 |
|
|
| Owens Corning (OC) | 0.0 | $285k | +5% | 1.6k | 176.52 |
|
| Skyworks Solutions (SWKS) | 0.0 | $283k | +26% | 2.9k | 98.77 |
|
| Shopify Cl A (SHOP) | 0.0 | $281k | 3.5k | 80.14 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $281k | 6.6k | 42.22 |
|
|
| Honeywell International (HON) | 0.0 | $280k | +7% | 1.4k | 206.71 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $279k | +12% | 1.3k | 223.09 |
|
| Icon SHS (ICLR) | 0.0 | $278k | 966.00 | 287.31 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $277k | 11k | 24.55 |
|
|
| Dropbox Cl A (DBX) | 0.0 | $275k | +12% | 11k | 25.43 |
|
| Waste Management (WM) | 0.0 | $270k | +2% | 1.3k | 207.60 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $269k | -12% | 4.4k | 60.69 |
|
| Cadence Design Systems (CDNS) | 0.0 | $265k | -22% | 979.00 | 271.03 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $262k | 2.8k | 94.72 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $257k | 3.9k | 65.50 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $255k | +27% | 14k | 17.80 |
|
| Toro Company (TTC) | 0.0 | $251k | 2.9k | 87.09 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $249k | NEW | 922.00 | 269.81 |
|
| Proshares Tr Short Qqq (PSQ) | 0.0 | $248k | NEW | 6.2k | 40.18 |
|
| Verisk Analytics (VRSK) | 0.0 | $247k | 923.00 | 267.96 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $247k | NEW | 423.00 | 584.56 |
|
| American Tower Reit (AMT) | 0.0 | $245k | NEW | 1.1k | 232.56 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $244k | NEW | 3.6k | 68.12 |
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $242k | -17% | 21k | 11.35 |
|
| Ge Vernova (GEV) | 0.0 | $240k | NEW | 941.00 | 254.98 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $240k | NEW | 3.1k | 77.98 |
|
| RPM International (RPM) | 0.0 | $239k | +4% | 2.0k | 121.00 |
|
| W.W. Grainger (GWW) | 0.0 | $236k | NEW | 227.00 | 1038.81 |
|
| Ameriprise Financial (AMP) | 0.0 | $234k | -23% | 499.00 | 469.81 |
|
| Williams Companies (WMB) | 0.0 | $234k | 5.1k | 45.65 |
|
|
| NiSource (NI) | 0.0 | $234k | NEW | 6.7k | 34.65 |
|
| Enterprise Products Partners (EPD) | 0.0 | $233k | -38% | 8.0k | 29.11 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $233k | NEW | 787.00 | 295.41 |
|
| Exelon Corporation (EXC) | 0.0 | $232k | NEW | 5.7k | 40.55 |
|
| Uber Technologies (UBER) | 0.0 | $231k | NEW | 3.1k | 75.16 |
|
| Qualys (QLYS) | 0.0 | $229k | NEW | 1.8k | 128.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $225k | -21% | 2.7k | 84.53 |
|
| Micron Technology (MU) | 0.0 | $222k | +9% | 2.1k | 103.71 |
|
| Under Armour CL C (UA) | 0.0 | $222k | +3% | 27k | 8.36 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $219k | 12k | 18.16 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $218k | 2.3k | 95.76 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $217k | NEW | 1.5k | 142.88 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $216k | 3.4k | 63.00 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $216k | NEW | 2.6k | 83.75 |
|
| Crane Holdings (CXT) | 0.0 | $215k | 3.8k | 56.10 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $215k | 10k | 20.94 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $212k | 13k | 16.05 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $211k | NEW | 1.4k | 153.13 |
|
| Intuit (INTU) | 0.0 | $211k | NEW | 339.00 | 621.00 |
|
| Dupont De Nemours (DD) | 0.0 | $210k | NEW | 2.4k | 89.11 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $209k | 21k | 10.18 |
|
|
| Eversource Energy (ES) | 0.0 | $207k | NEW | 3.0k | 68.05 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $207k | NEW | 3.9k | 53.07 |
|
| Edwards Lifesciences (EW) | 0.0 | $207k | +6% | 3.1k | 65.99 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $206k | NEW | 1.1k | 189.80 |
|
| Deere & Company (DE) | 0.0 | $206k | NEW | 492.00 | 418.80 |
|
| D.R. Horton (DHI) | 0.0 | $206k | NEW | 1.1k | 190.77 |
|
| Best Buy (BBY) | 0.0 | $204k | NEW | 2.0k | 104.20 |
|
| Haleon Spon Ads (HLN) | 0.0 | $202k | -3% | 19k | 10.58 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $201k | NEW | 2.1k | 93.85 |
|
| Hca Holdings (HCA) | 0.0 | $200k | NEW | 493.00 | 406.43 |
|
| Ford Motor Company (F) | 0.0 | $152k | 14k | 10.56 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $94k | 10k | 9.41 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $67k | NEW | 10k | 6.56 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- 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
- Resonant Capital Advisors 2021 Q3 filed Oct. 18, 2021
- Resonant Capital Advisors 2021 Q2 filed July 16, 2021
- Resonant Capital Advisors 2021 Q1 filed April 28, 2021
- Resonant Capital Advisors 2020 Q4 filed Jan. 15, 2021