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, DSTL, and represent 24.77% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: GARP (+$50M), JPIE (+$25M), IVV (+$22M), MEAR (+$15M), JMST (+$15M), INMU (+$12M), HGER (+$10M), DSTL (+$6.7M), NVDA (+$5.1M), COMB.
- Started 85 new stock positions in ITUB, DAL, TIC, MRVL, WEC, JPIE, IDXX, RGLD, CHD, CTVA.
- Reduced shares in these 10 stocks: SGOV (-$23M), XLE (-$21M), ICSH (-$10M), SCHO (-$9.9M), JPST (-$9.5M), JEPI (-$7.4M), VCSH (-$7.4M), IAU (-$6.0M), IJR (-$5.9M), FNDF (-$5.2M).
- Sold out of its positions in AstraZeneca, BAH, BXP, DASH, FIS, FBT, FLO, GIS, GDDY, HDB.
- Resonant Capital Advisors was a net buyer of stock by $90M.
- Resonant Capital Advisors has $1.9B in assets under management (AUM), dropping by 4.62%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 495 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.3 | $158M | +15% | 242k | 653.21 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 4.6 | $88M | +20% | 1.7M | 50.98 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 4.4 | $84M | +21% | 1.7M | 50.34 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 3.9 | $75M | +4% | 3.0M | 24.91 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 3.5 | $67M | +10% | 1.2M | 57.88 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.2 | $61M | -10% | 770k | 79.27 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $52M | 776k | 67.53 |
|
|
| Ishares Tr Msci Usa Quality (GARP) | 2.6 | $50M | NEW | 785k | 63.97 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $41M | +7% | 1.5M | 27.85 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $37M | -10% | 406k | 90.53 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.8 | $35M | 702k | 49.89 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.6 | $31M | -14% | 640k | 48.93 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $29M | +6% | 134k | 215.06 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $28M | -44% | 281k | 100.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $28M | -17% | 227k | 124.31 |
|
| Apple (AAPL) | 1.5 | $28M | +10% | 110k | 253.79 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $28M | 42k | 652.14 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.3 | $25M | -16% | 772k | 32.43 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.3 | $25M | NEW | 542k | 46.07 |
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 1.3 | $24M | +23% | 927k | 26.27 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $24M | +26% | 139k | 174.41 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $24M | -9% | 270k | 88.46 |
|
| Ishares Tr National Mun Etf (MUB) | 1.2 | $22M | +8% | 208k | 106.15 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $22M | -12% | 315k | 69.75 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.2 | $22M | +4% | 171k | 128.26 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 1.1 | $21M | -12% | 557k | 38.26 |
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.1 | $20M | +4% | 253k | 79.43 |
|
| Microsoft Corporation (MSFT) | 0.9 | $18M | +2% | 48k | 370.17 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $16M | -27% | 184k | 88.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $14M | +13% | 48k | 287.56 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $14M | -40% | 273k | 50.61 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $14M | 48k | 286.86 |
|
|
| Amazon (AMZN) | 0.7 | $14M | +9% | 66k | 208.27 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.7 | $13M | -5% | 271k | 47.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $13M | -2% | 22k | 597.55 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.7 | $13M | -44% | 254k | 50.62 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.6 | $12M | NEW | 509k | 23.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $12M | +4% | 25k | 479.20 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.6 | $11M | -15% | 295k | 37.42 |
|
| Broadcom (AVGO) | 0.6 | $11M | +4% | 36k | 309.51 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | +2% | 36k | 294.16 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $10M | +2% | 61k | 169.66 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.5 | $10M | NEW | 325k | 31.01 |
|
| Chevron Corporation (CVX) | 0.5 | $8.8M | +4% | 43k | 206.90 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.7M | +19% | 15k | 572.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.4 | $8.4M | +2% | 73k | 114.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $8.2M | 26k | 320.81 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $8.1M | +2% | 170k | 47.53 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $8.1M | +2% | 61k | 131.25 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $7.8M | -8% | 93k | 83.57 |
|
| McKesson Corporation (MCK) | 0.4 | $7.7M | 8.9k | 866.10 |
|
|
| Visa Com Cl A (V) | 0.4 | $7.2M | +18% | 24k | 302.24 |
|
| Analog Devices (ADI) | 0.4 | $6.8M | 21k | 318.14 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $6.4M | -60% | 265k | 24.27 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $6.3M | 107k | 59.22 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $6.2M | 257k | 24.24 |
|
|
| Cisco Systems (CSCO) | 0.3 | $6.1M | +3% | 79k | 77.59 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $5.8M | 9.3k | 618.28 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $5.7M | +2% | 233k | 24.24 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $5.6M | +7% | 6.1k | 919.77 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $5.6M | +12% | 5.6k | 996.43 |
|
| Amgen (AMGN) | 0.3 | $5.4M | +2% | 15k | 351.85 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $5.3M | 22k | 244.18 |
|
|
| Progressive Corporation (PGR) | 0.3 | $5.2M | +5% | 26k | 198.24 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.3 | $5.1M | -6% | 209k | 24.29 |
|
| American Express Company (AXP) | 0.3 | $5.0M | 17k | 302.48 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $4.7M | -40% | 19k | 244.44 |
|
| AutoZone (AZO) | 0.2 | $4.6M | 1.4k | 3377.78 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $4.6M | -12% | 88k | 52.56 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $4.6M | -21% | 95k | 48.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.6M | +10% | 9.1k | 499.66 |
|
| eBay (EBAY) | 0.2 | $4.4M | 48k | 91.02 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $4.4M | +5% | 14k | 310.79 |
|
| Qualcomm (QCOM) | 0.2 | $4.3M | 33k | 128.78 |
|
|
| Gilead Sciences (GILD) | 0.2 | $4.2M | +7% | 30k | 139.37 |
|
| Kroger (KR) | 0.2 | $4.0M | 56k | 72.36 |
|
|
| Tesla Motors (TSLA) | 0.2 | $4.0M | +18% | 11k | 371.75 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $4.0M | -84% | 65k | 61.26 |
|
| Procter & Gamble Company (PG) | 0.2 | $3.9M | +8% | 27k | 144.44 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $3.9M | -2% | 78k | 49.99 |
|
| EOG Resources (EOG) | 0.2 | $3.9M | +5% | 27k | 144.57 |
|
| Merck & Co (MRK) | 0.2 | $3.8M | +129% | 31k | 121.05 |
|
| Electronic Arts (EA) | 0.2 | $3.8M | 19k | 203.87 |
|
|
| Pepsi (PEP) | 0.2 | $3.8M | +2% | 24k | 155.29 |
|
| Abbvie (ABBV) | 0.2 | $3.7M | +9% | 17k | 217.49 |
|
| PNC Financial Services (PNC) | 0.2 | $3.7M | +2% | 18k | 208.09 |
|
| Lowe's Companies (LOW) | 0.2 | $3.5M | +3% | 15k | 236.28 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $3.4M | -14% | 58k | 59.55 |
|
| Stryker Corporation (SYK) | 0.2 | $3.4M | +4% | 10k | 329.47 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.4M | +3% | 36k | 93.98 |
|
| Automatic Data Processing (ADP) | 0.2 | $3.3M | +10% | 16k | 204.65 |
|
| Northern Trust Corporation (NTRS) | 0.2 | $3.3M | 23k | 140.29 |
|
|
| Booking Holdings (BKNG) | 0.2 | $3.2M | +22% | 764.00 | 4210.32 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $3.1M | +5% | 52k | 60.65 |
|
| CSX Corporation (CSX) | 0.2 | $3.1M | +2% | 77k | 41.05 |
|
| Palo Alto Networks (PANW) | 0.2 | $3.1M | +10% | 20k | 160.32 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $3.0M | -71% | 52k | 56.68 |
|
| Medtronic SHS (MDT) | 0.2 | $3.0M | +3% | 34k | 87.34 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.0M | +5% | 15k | 198.29 |
|
| Netflix (NFLX) | 0.2 | $2.9M | +37% | 30k | 96.15 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.8M | +19% | 23k | 124.53 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.8M | -4% | 105k | 26.61 |
|
| Walt Disney Company (DIS) | 0.1 | $2.7M | +3% | 28k | 96.38 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.7M | +5% | 107k | 25.33 |
|
| S&p Global (SPGI) | 0.1 | $2.7M | -5% | 6.4k | 425.32 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.6M | 21k | 126.60 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.6M | 26k | 97.23 |
|
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $2.5M | 94k | 27.20 |
|
|
| UnitedHealth (UNH) | 0.1 | $2.5M | +162% | 9.4k | 270.59 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | +12% | 13k | 192.90 |
|
| salesforce (CRM) | 0.1 | $2.5M | +13% | 13k | 186.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.5M | +4% | 10k | 243.08 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $2.4M | -9% | 51k | 46.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | 4.0k | 577.18 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.3M | +5% | 44k | 52.64 |
|
| Us Bancorp Com New (USB) | 0.1 | $2.3M | -35% | 43k | 52.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.3M | +6% | 79k | 28.71 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $2.2M | +12% | 95k | 23.26 |
|
| Paypal Holdings (PYPL) | 0.1 | $2.2M | +12% | 49k | 45.23 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | 18k | 118.60 |
|
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $2.1M | -10% | 48k | 44.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.1M | 22k | 97.13 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.1M | +10% | 6.2k | 338.90 |
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| Caterpillar (CAT) | 0.1 | $2.1M | +12% | 2.9k | 708.46 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | -22% | 14k | 147.11 |
|
| Vistra Energy (VST) | 0.1 | $2.0M | +48% | 13k | 150.33 |
|
| Becton, Dickinson and (BDX) | 0.1 | $2.0M | +9% | 13k | 157.23 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $2.0M | +15% | 49k | 40.14 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.9M | +8% | 89k | 21.89 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.9M | NEW | 20k | 95.44 |
|
| Linde SHS (LIN) | 0.1 | $1.9M | +41% | 3.7k | 495.76 |
|
| Home Depot (HD) | 0.1 | $1.8M | +10% | 5.6k | 328.89 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.8M | -32% | 25k | 71.13 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.7M | 4.1k | 426.40 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.7M | +15% | 8.5k | 203.43 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.7M | +24% | 1.3k | 1320.83 |
|
| Pfizer (PFE) | 0.1 | $1.7M | -55% | 61k | 28.08 |
|
| Lululemon Athletica (LULU) | 0.1 | $1.7M | NEW | 11k | 153.10 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.7M | +48% | 12k | 142.85 |
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| EQT Corporation (EQT) | 0.1 | $1.7M | 27k | 63.64 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.7M | +16% | 7.8k | 213.89 |
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| Cardinal Health (CAH) | 0.1 | $1.6M | 7.7k | 211.31 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $1.6M | +86% | 77k | 20.93 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.6M | 12k | 132.10 |
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|
| Fastenal Company (FAST) | 0.1 | $1.6M | +2% | 34k | 46.40 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.5M | 3.3k | 464.18 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.5M | 64k | 23.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.5M | +11% | 9.0k | 164.57 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | +17% | 30k | 48.75 |
|
| Micron Technology (MU) | 0.1 | $1.5M | +32% | 4.3k | 337.99 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | 31k | 46.95 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | +7% | 5.0k | 284.24 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | +2% | 14k | 102.67 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.4M | 30k | 45.87 |
|
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.4M | +2% | 6.6k | 209.02 |
|
| Ross Stores (ROST) | 0.1 | $1.4M | +2% | 6.3k | 216.63 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $1.3M | 18k | 76.54 |
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|
| Danaher Corporation (DHR) | 0.1 | $1.3M | -57% | 7.0k | 189.97 |
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| Philip Morris International (PM) | 0.1 | $1.3M | +6% | 7.9k | 166.81 |
|
| Ge Vernova (GEV) | 0.1 | $1.3M | +16% | 1.5k | 873.39 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | +20% | 1.5k | 845.99 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | 8.7k | 143.23 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.2M | 27k | 45.89 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +13% | 15k | 76.58 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | -30% | 12k | 92.31 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +9% | 14k | 79.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 2.4k | 460.99 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.1M | +21% | 7.6k | 146.28 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $1.1M | +8% | 4.1k | 266.81 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 7.0k | 151.41 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | +10% | 2.1k | 491.95 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | +20% | 11k | 92.88 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.0M | 2.0k | 522.71 |
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| Markel Corporation (MKL) | 0.1 | $1.0M | -26% | 525.00 | 1914.07 |
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| Verizon Communications (VZ) | 0.1 | $994k | +25% | 20k | 50.20 |
|
| ConocoPhillips (COP) | 0.1 | $988k | +20% | 7.5k | 132.00 |
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| Applied Materials (AMAT) | 0.1 | $969k | +16% | 2.8k | 341.79 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $959k | +3% | 4.7k | 204.16 |
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| Chubb (CB) | 0.1 | $956k | +12% | 2.9k | 326.88 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $942k | +32% | 6.2k | 152.75 |
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| International Business Machines (IBM) | 0.0 | $941k | -12% | 3.9k | 242.39 |
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| Emcor (EME) | 0.0 | $907k | +7% | 1.2k | 738.31 |
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| Blackrock (BLK) | 0.0 | $900k | +8% | 936.00 | 961.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $890k | +2% | 4.2k | 213.67 |
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| Citigroup Com New (C) | 0.0 | $886k | +20% | 7.8k | 113.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $883k | 13k | 70.18 |
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| Docusign (DOCU) | 0.0 | $880k | 19k | 47.41 |
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| Jabil Circuit (JBL) | 0.0 | $880k | +3% | 3.3k | 265.63 |
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| TJX Companies (TJX) | 0.0 | $880k | +22% | 5.5k | 159.70 |
|
| Eaton Corp SHS (ETN) | 0.0 | $868k | +11% | 2.4k | 357.67 |
|
| Kla Corp Com New (KLAC) | 0.0 | $866k | +15% | 588.00 | 1472.41 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $847k | +4% | 8.8k | 95.99 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $838k | +139% | 6.1k | 137.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $833k | 13k | 64.08 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $829k | 5.6k | 148.10 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $817k | +30% | 6.5k | 125.46 |
|
| Boeing Company (BA) | 0.0 | $816k | +10% | 4.1k | 199.03 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $816k | +2% | 4.2k | 194.55 |
|
| Microchip Technology (MCHP) | 0.0 | $810k | 13k | 64.61 |
|
|
| At&t (T) | 0.0 | $797k | +19% | 28k | 28.99 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $793k | +13% | 1.8k | 446.54 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $783k | 14k | 56.79 |
|
|
| American Financial (AFG) | 0.0 | $777k | -6% | 6.1k | 127.71 |
|
| CF Industries Holdings (CF) | 0.0 | $767k | +4% | 5.9k | 129.84 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $765k | +17% | 6.2k | 122.78 |
|
| Elanco Animal Health (ELAN) | 0.0 | $763k | 32k | 23.93 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $763k | +92% | 553.00 | 1378.99 |
|
| Steel Dynamics (STLD) | 0.0 | $759k | +3% | 4.2k | 180.52 |
|
| Brown & Brown (BRO) | 0.0 | $740k | +9% | 11k | 65.21 |
|
| Copart (CPRT) | 0.0 | $739k | 22k | 33.20 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $736k | +8% | 2.1k | 343.22 |
|
| Altria (MO) | 0.0 | $733k | +26% | 11k | 66.91 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $720k | +4% | 6.1k | 118.63 |
|
| Williams-Sonoma (WSM) | 0.0 | $720k | +2% | 3.9k | 182.33 |
|
| Constellation Energy (CEG) | 0.0 | $715k | 2.6k | 279.25 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $714k | 5.0k | 141.42 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $709k | -15% | 4.1k | 171.00 |
|
| Astrazeneca Ord (AZN) | 0.0 | $705k | NEW | 3.6k | 197.22 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $704k | 28k | 25.63 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $701k | +45% | 7.5k | 93.00 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $699k | 3.9k | 178.97 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $685k | -2% | 14k | 50.32 |
|
| Regions Financial Corporation (RF) | 0.0 | $684k | +3% | 26k | 26.35 |
|
| Mueller Industries (MLI) | 0.0 | $681k | +63% | 6.1k | 110.80 |
|
| Starbucks Corporation (SBUX) | 0.0 | $674k | +8% | 7.5k | 89.59 |
|
| Intel Corporation (INTC) | 0.0 | $662k | +33% | 15k | 44.13 |
|
| Agnico (AEM) | 0.0 | $656k | +9% | 3.2k | 202.98 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $655k | +6% | 5.0k | 131.35 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $647k | 1.5k | 430.29 |
|
|
| Omni (OMC) | 0.0 | $634k | +5% | 8.3k | 76.02 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $629k | +2% | 8.2k | 77.13 |
|
| Harris Oakmark Etf Trust Intl Large Cap (OAKI) | 0.0 | $621k | NEW | 21k | 30.32 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $618k | -66% | 3.6k | 173.04 |
|
| Capital One Financial (COF) | 0.0 | $613k | +8% | 3.4k | 182.43 |
|
| Exelixis (EXEL) | 0.0 | $607k | -4% | 14k | 42.89 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $604k | +66% | 3.5k | 171.21 |
|
| Carrier Global Corporation (CARR) | 0.0 | $596k | +5% | 11k | 56.31 |
|
| Apa Corporation (APA) | 0.0 | $594k | 14k | 42.44 |
|
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $589k | -2% | 6.1k | 95.96 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $589k | -2% | 6.9k | 85.15 |
|
| Intercontinental Exchange (ICE) | 0.0 | $589k | +15% | 3.7k | 157.28 |
|
| Murphy Usa (MUSA) | 0.0 | $583k | -11% | 1.2k | 493.97 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $580k | +99% | 1.9k | 304.32 |
|
| Generac Holdings (GNRC) | 0.0 | $579k | 3.0k | 195.33 |
|
|
| Honeywell International (HON) | 0.0 | $576k | +95% | 2.5k | 226.03 |
|
| Union Pacific Corporation (UNP) | 0.0 | $565k | +10% | 2.3k | 242.62 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $565k | -55% | 8.5k | 66.28 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $565k | 1.8k | 313.81 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $560k | +29% | 2.7k | 210.03 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $556k | -3% | 480.00 | 1158.96 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $553k | 5.5k | 100.62 |
|
|
| Citizens Financial (CFG) | 0.0 | $552k | NEW | 9.2k | 59.97 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $547k | -13% | 9.4k | 58.14 |
|
| Broadstone Net Lease (BNL) | 0.0 | $545k | 29k | 18.56 |
|
|
| Taylor Morrison Hom (TMHC) | 0.0 | $544k | -4% | 9.3k | 58.24 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $541k | +24% | 6.3k | 85.23 |
|
| Deere & Company (DE) | 0.0 | $534k | +60% | 945.00 | 564.91 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $533k | +13% | 2.7k | 197.71 |
|
| Cdw (CDW) | 0.0 | $531k | -20% | 4.4k | 121.02 |
|
| Hubbell (HUBB) | 0.0 | $527k | +5% | 1.1k | 490.74 |
|
| Uber Technologies (UBER) | 0.0 | $525k | +23% | 7.3k | 71.93 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $523k | NEW | 7.9k | 65.94 |
|
| Flextronics Intl Ord (FLEX) | 0.0 | $522k | +2% | 8.0k | 65.46 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $516k | +16% | 30k | 16.97 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $514k | +7% | 4.8k | 108.25 |
|
| Direxion Shares Etf Trust Daily S&p 500 Be (SPDN) | 0.0 | $512k | +28% | 52k | 9.95 |
|
| M&T Bank Corporation (MTB) | 0.0 | $507k | +3% | 2.5k | 206.72 |
|
| Williams Companies (WMB) | 0.0 | $507k | -2% | 7.0k | 72.78 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $505k | +14% | 19k | 26.05 |
|
| Waste Management (WM) | 0.0 | $498k | 2.2k | 229.79 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $495k | +36% | 3.8k | 130.94 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $490k | +5% | 1.2k | 392.46 |
|
| Host Hotels & Resorts (HST) | 0.0 | $489k | +8% | 25k | 19.35 |
|
| Western Digital (WDC) | 0.0 | $481k | +4% | 1.8k | 270.49 |
|
| Intuit (INTU) | 0.0 | $479k | +34% | 1.1k | 432.38 |
|
| FedEx Corporation (FDX) | 0.0 | $478k | +5% | 1.3k | 357.59 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $478k | +7% | 16k | 30.68 |
|
| SLB Com Stk (SLB) | 0.0 | $473k | +18% | 9.2k | 51.65 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $470k | +23% | 7.5k | 62.75 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $467k | 8.5k | 55.16 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $467k | 8.8k | 52.78 |
|
|
| Hca Holdings (HCA) | 0.0 | $461k | +10% | 973.00 | 473.24 |
|
| Exelon Corporation (EXC) | 0.0 | $460k | +2% | 9.4k | 49.02 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $452k | +78% | 22k | 20.70 |
|
| Valero Energy Corporation (VLO) | 0.0 | $446k | +28% | 1.8k | 247.08 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $445k | +7% | 3.7k | 118.62 |
|
| Ecolab (ECL) | 0.0 | $443k | +46% | 1.7k | 266.60 |
|
| MetLife (MET) | 0.0 | $443k | +7% | 6.3k | 70.72 |
|
| Cadence Design Systems (CDNS) | 0.0 | $437k | +9% | 1.6k | 277.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $437k | 2.4k | 181.42 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $437k | +9% | 409.00 | 1067.54 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $435k | +29% | 486.00 | 895.24 |
|
| Okta Cl A (OKTA) | 0.0 | $435k | +8% | 5.5k | 78.71 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $434k | +21% | 718.00 | 604.39 |
|
| Synchrony Financial (SYF) | 0.0 | $433k | +4% | 6.4k | 68.02 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $427k | 14k | 31.57 |
|
|
| General Motors Company (GM) | 0.0 | $425k | +7% | 5.7k | 74.50 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $425k | +3% | 4.3k | 100.09 |
|
| Cirrus Logic (CRUS) | 0.0 | $425k | NEW | 2.9k | 144.62 |
|
| Cintas Corporation (CTAS) | 0.0 | $424k | -11% | 2.5k | 169.14 |
|
| Tapestry (TPR) | 0.0 | $424k | +6% | 3.0k | 141.11 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $423k | +10% | 5.3k | 80.39 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $418k | +19% | 1.1k | 388.23 |
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $418k | NEW | 5.5k | 75.47 |
|
| Servicenow (NOW) | 0.0 | $417k | +39% | 4.0k | 104.55 |
|
| Gra (GGG) | 0.0 | $417k | +5% | 4.9k | 84.65 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $415k | 3.0k | 138.32 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $415k | +27% | 1.4k | 304.08 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $407k | NEW | 3.8k | 105.72 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $406k | +46% | 2.1k | 194.14 |
|
| Halliburton Company (HAL) | 0.0 | $405k | +22% | 10k | 38.99 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $404k | 16k | 25.07 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $403k | 8.9k | 45.06 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $403k | +45% | 966.00 | 416.74 |
|
| Diamondback Energy (FANG) | 0.0 | $395k | +49% | 2.0k | 197.79 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 0.0 | $394k | 5.5k | 71.14 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $393k | +4% | 6.7k | 58.78 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $392k | 3.7k | 104.73 |
|
|
| Corning Incorporated (GLW) | 0.0 | $391k | +25% | 2.9k | 135.97 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $391k | +49% | 6.6k | 59.32 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $387k | +15% | 501.00 | 772.64 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $386k | +8% | 4.5k | 85.20 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $385k | +66% | 2.6k | 145.94 |
|
| Southern Company (SO) | 0.0 | $384k | +15% | 4.0k | 96.52 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $383k | 4.4k | 87.83 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $383k | 4.6k | 82.57 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $381k | -18% | 956.00 | 398.00 |
|
| United Rentals (URI) | 0.0 | $380k | 521.00 | 728.56 |
|
|
| Fortinet (FTNT) | 0.0 | $377k | +63% | 4.6k | 81.72 |
|
| Carlisle Companies (CSL) | 0.0 | $375k | +7% | 1.1k | 333.62 |
|
| Unilever Spon Adr New (UL) | 0.0 | $373k | -4% | 6.5k | 57.62 |
|
| EnerSys (ENS) | 0.0 | $373k | NEW | 2.1k | 173.72 |
|
| Dropbox Cl A (DBX) | 0.0 | $370k | -8% | 16k | 22.72 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $369k | -5% | 15k | 24.75 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $369k | +19% | 5.1k | 71.82 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $367k | 5.1k | 71.73 |
|
|
| NetApp (NTAP) | 0.0 | $362k | -12% | 3.5k | 102.39 |
|
| Quanta Services (PWR) | 0.0 | $361k | +16% | 658.00 | 549.02 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $361k | 7.3k | 49.37 |
|
|
| Prologis (PLD) | 0.0 | $358k | +32% | 2.7k | 132.18 |
|
| Icici Bank Adr (IBN) | 0.0 | $358k | +102% | 14k | 25.90 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $358k | -7% | 3.6k | 98.38 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $356k | -2% | 9.4k | 37.94 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $355k | +52% | 1.3k | 276.60 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $354k | +36% | 1.7k | 206.34 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $354k | 14k | 25.44 |
|
|
| Cenovus Energy (CVE) | 0.0 | $351k | NEW | 13k | 26.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $348k | -5% | 797.00 | 436.79 |
|
| Genpact SHS (G) | 0.0 | $347k | NEW | 9.3k | 37.25 |
|
| Equinix (EQIX) | 0.0 | $346k | NEW | 353.00 | 980.24 |
|
| BP Sponsored Adr (BP) | 0.0 | $346k | NEW | 7.4k | 47.00 |
|
| Illinois Tool Works (ITW) | 0.0 | $345k | +57% | 1.3k | 261.90 |
|
| Biogen Idec (BIIB) | 0.0 | $344k | +11% | 1.9k | 183.33 |
|
| L3harris Technologies (LHX) | 0.0 | $342k | +31% | 992.00 | 345.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $341k | 1.3k | 261.92 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $340k | NEW | 6.1k | 55.52 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $339k | -12% | 5.8k | 58.40 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $338k | +21% | 496.00 | 682.24 |
|
| Ally Financial (ALLY) | 0.0 | $337k | NEW | 8.6k | 39.23 |
|
| Church & Dwight (CHD) | 0.0 | $337k | NEW | 3.6k | 93.32 |
|
| Acuity Brands (AYI) | 0.0 | $336k | NEW | 1.2k | 280.22 |
|
| Allstate Corporation (ALL) | 0.0 | $336k | +23% | 1.6k | 208.30 |
|
| Edwards Lifesciences (EW) | 0.0 | $335k | +9% | 4.2k | 80.08 |
|
| Realty Income (O) | 0.0 | $333k | +9% | 5.4k | 61.45 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $333k | +12% | 687.00 | 484.91 |
|
| Simon Property (SPG) | 0.0 | $333k | +9% | 1.8k | 186.53 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $333k | NEW | 2.1k | 157.82 |
|
| American Electric Power Company (AEP) | 0.0 | $331k | +17% | 2.5k | 131.08 |
|
| Howmet Aerospace (HWM) | 0.0 | $329k | +28% | 1.4k | 230.46 |
|
| Rambus (RMBS) | 0.0 | $329k | NEW | 3.8k | 86.03 |
|
| W.W. Grainger (GWW) | 0.0 | $328k | +37% | 301.00 | 1090.81 |
|
| Gentex Corporation (GNTX) | 0.0 | $328k | NEW | 15k | 21.85 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $326k | +23% | 998.00 | 327.07 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $324k | +16% | 296.00 | 1095.36 |
|
| Bill Com Holdings Ord (BILL) | 0.0 | $320k | NEW | 8.4k | 38.30 |
|
| Twilio Cl A (TWLO) | 0.0 | $319k | NEW | 2.5k | 125.82 |
|
| Haleon Spon Ads (HLN) | 0.0 | $319k | +20% | 32k | 10.01 |
|
| Toro Company (TTC) | 0.0 | $317k | 3.4k | 93.83 |
|
|
| Cme (CME) | 0.0 | $317k | +3% | 1.1k | 295.35 |
|
| American Tower Reit (AMT) | 0.0 | $316k | +17% | 1.8k | 172.58 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $315k | +3% | 4.2k | 75.10 |
|
| Crocs (CROX) | 0.0 | $315k | -6% | 3.8k | 83.02 |
|
| Cigna Corp (CI) | 0.0 | $312k | +5% | 1.2k | 266.75 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $307k | NEW | 706.00 | 435.17 |
|
| Travelers Companies (TRV) | 0.0 | $307k | +4% | 1.1k | 291.68 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $307k | +31% | 1.5k | 206.09 |
|
| 3M Company (MMM) | 0.0 | $304k | +42% | 2.1k | 145.23 |
|
| Enterprise Products Partners (EPD) | 0.0 | $303k | 8.0k | 37.84 |
|
|
| Owens Corning (OC) | 0.0 | $301k | 2.8k | 108.93 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $300k | +4% | 4.2k | 71.76 |
|
| AmerisourceBergen (COR) | 0.0 | $299k | +19% | 951.00 | 314.14 |
|
| Autodesk (ADSK) | 0.0 | $298k | +35% | 1.2k | 239.40 |
|
| Republic Services (RSG) | 0.0 | $294k | +30% | 1.3k | 219.02 |
|
| CRH Ord (CRH) | 0.0 | $290k | +54% | 2.7k | 105.41 |
|
| MKS Instruments (MKSI) | 0.0 | $287k | NEW | 1.3k | 229.81 |
|
| Apollo Global Mgmt (APO) | 0.0 | $287k | -15% | 2.6k | 111.42 |
|
| Entergy Corporation (ETR) | 0.0 | $286k | +16% | 2.5k | 112.36 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $286k | NEW | 4.1k | 69.37 |
|
| Waters Corporation (WAT) | 0.0 | $282k | NEW | 948.00 | 297.80 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $282k | NEW | 4.3k | 65.26 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $282k | NEW | 1.1k | 250.58 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $282k | 2.4k | 114.99 |
|
|
| Ingersoll Rand (IR) | 0.0 | $280k | +13% | 3.5k | 80.12 |
|
| Cummins (CMI) | 0.0 | $279k | +18% | 519.00 | 538.02 |
|
| Anthem (ELV) | 0.0 | $278k | -18% | 949.00 | 292.75 |
|
| Sandisk Corp (SNDK) | 0.0 | $276k | NEW | 434.00 | 635.34 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $275k | +12% | 3.0k | 91.37 |
|
| Dominion Resources (D) | 0.0 | $275k | +3% | 4.5k | 61.82 |
|
| Ameriprise Financial (AMP) | 0.0 | $275k | +12% | 619.00 | 444.40 |
|
| Phillips 66 (PSX) | 0.0 | $274k | NEW | 1.5k | 182.18 |
|
| Consolidated Edison (ED) | 0.0 | $272k | NEW | 2.4k | 113.18 |
|
| Wec Energy Group (WEC) | 0.0 | $272k | NEW | 2.3k | 115.77 |
|
| Gartner (IT) | 0.0 | $271k | -54% | 1.7k | 158.34 |
|
| MercadoLibre (MELI) | 0.0 | $270k | +7% | 156.00 | 1729.02 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $269k | 9.4k | 28.66 |
|
|
| Terex Corporation (TEX) | 0.0 | $269k | NEW | 4.6k | 59.10 |
|
| Ford Motor Company (F) | 0.0 | $268k | +3% | 23k | 11.54 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $267k | +30% | 9.7k | 27.46 |
|
| American Intl Group Com New (AIG) | 0.0 | $266k | +35% | 3.5k | 75.25 |
|
| Fiserv (FISV) | 0.0 | $264k | -6% | 4.7k | 55.80 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $264k | 12k | 21.84 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $262k | +17% | 12k | 21.68 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $259k | +3% | 16k | 16.22 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $258k | 12k | 22.43 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $257k | 2.3k | 113.10 |
|
|
| Yum! Brands (YUM) | 0.0 | $257k | NEW | 1.7k | 155.48 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $255k | NEW | 3.5k | 72.74 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $254k | 3.2k | 79.15 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $254k | +10% | 13k | 18.88 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $254k | NEW | 2.5k | 102.18 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $253k | NEW | 3.8k | 66.48 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $253k | NEW | 783.00 | 322.71 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $251k | 3.3k | 77.08 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $250k | NEW | 1.5k | 164.13 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $249k | NEW | 1.4k | 173.45 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $247k | -19% | 1.3k | 187.61 |
|
| Corteva (CTVA) | 0.0 | $246k | NEW | 2.9k | 83.71 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $245k | NEW | 436.00 | 561.89 |
|
| Qorvo (QRVO) | 0.0 | $245k | +11% | 3.2k | 77.40 |
|
| Nike CL B (NKE) | 0.0 | $244k | -8% | 4.6k | 53.32 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $243k | NEW | 2.5k | 97.36 |
|
| Royal Gold (RGLD) | 0.0 | $239k | NEW | 939.00 | 254.49 |
|
| Workday Cl A (WDAY) | 0.0 | $236k | NEW | 1.8k | 129.92 |
|
| Coherent Corp (COHR) | 0.0 | $236k | NEW | 990.00 | 238.21 |
|
| Mosaic (MOS) | 0.0 | $235k | NEW | 9.2k | 25.50 |
|
| AFLAC Incorporated (AFL) | 0.0 | $235k | NEW | 2.1k | 109.71 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $234k | -2% | 3.3k | 71.18 |
|
| Emerson Electric (EMR) | 0.0 | $230k | +13% | 1.8k | 131.02 |
|
| Transocean Registered Shs (RIG) | 0.0 | $229k | 35k | 6.63 |
|
|
| Eversource Energy (ES) | 0.0 | $228k | +4% | 3.3k | 69.28 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $227k | NEW | 2.7k | 84.60 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $227k | NEW | 2.5k | 92.21 |
|
| Dow (DOW) | 0.0 | $226k | NEW | 5.4k | 41.65 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $226k | +61% | 20k | 11.28 |
|
| Monster Beverage Corp (MNST) | 0.0 | $225k | NEW | 3.1k | 72.46 |
|
| Target Corporation (TGT) | 0.0 | $224k | NEW | 1.8k | 121.20 |
|
| Norfolk Southern (NSC) | 0.0 | $223k | +11% | 778.00 | 287.00 |
|
| Kinder Morgan (KMI) | 0.0 | $222k | NEW | 6.6k | 33.53 |
|
| Vulcan Materials Company (VMC) | 0.0 | $222k | 816.00 | 272.30 |
|
|
| Now (DNOW) | 0.0 | $222k | +9% | 19k | 11.91 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $221k | 1.1k | 196.20 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $221k | 11k | 19.62 |
|
|
| Marvell Technology (MRVL) | 0.0 | $219k | NEW | 2.2k | 99.05 |
|
| Silicon Laboratories (SLAB) | 0.0 | $219k | NEW | 1.1k | 208.15 |
|
| Garmin SHS (GRMN) | 0.0 | $217k | NEW | 935.00 | 232.01 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $217k | NEW | 3.6k | 61.05 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $216k | NEW | 761.00 | 283.76 |
|
| Zoetis Cl A (ZTS) | 0.0 | $216k | NEW | 1.8k | 118.21 |
|
| Keysight Technologies (KEYS) | 0.0 | $215k | NEW | 763.00 | 282.37 |
|
| Paccar (PCAR) | 0.0 | $215k | NEW | 1.9k | 115.50 |
|
| Suncor Energy (SU) | 0.0 | $214k | NEW | 3.2k | 66.11 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $213k | NEW | 664.00 | 320.55 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $213k | 8.3k | 25.48 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $213k | 4.0k | 53.14 |
|
|
| Alcoa (AA) | 0.0 | $212k | NEW | 3.2k | 66.33 |
|
| Roper Industries (ROP) | 0.0 | $207k | NEW | 586.00 | 353.86 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $207k | NEW | 4.3k | 48.18 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $206k | NEW | 5.0k | 41.17 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $203k | +7% | 1.5k | 135.46 |
|
| Targa Res Corp (TRGP) | 0.0 | $200k | NEW | 799.00 | 250.73 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $192k | +2% | 21k | 8.98 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $146k | NEW | 11k | 13.85 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $134k | NEW | 12k | 11.27 |
|
| Western Union Company (WU) | 0.0 | $133k | NEW | 15k | 8.73 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $123k | NEW | 30k | 4.07 |
|
| Acuren Corporation (TIC) | 0.0 | $118k | NEW | 18k | 6.58 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $106k | NEW | 10k | 10.15 |
|
| Rapid7 (RPD) | 0.0 | $93k | NEW | 17k | 5.51 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $89k | NEW | 11k | 8.45 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $76k | NEW | 15k | 5.03 |
|
| Kkr Real Estate Finance Trust (KREF) | 0.0 | $72k | NEW | 11k | 6.37 |
|
| Baytex Energy Corp (BTE) | 0.0 | $56k | 13k | 4.49 |
|
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $55k | -7% | 14k | 3.88 |
|
| Payoneer Global (PAYO) | 0.0 | $49k | NEW | 10k | 4.83 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $35k | -65% | 17k | 2.12 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2026 Q1 filed April 29, 2026
- 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