Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VIG, JMST, DSTL, VCSH, and represent 21.51% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: JMST (+$10M), BSCN (+$10M), SPY (+$9.3M), BSMN (+$6.2M), BSMO (+$5.1M), VCSH (+$5.1M), VTEB, BSCO, IBTD, MUB.
- Started 46 new stock positions in SDY, UA, VIOV, TSM, GE, ADBE, SCHD, CRM, MA, IUSS.
- Reduced shares in these 10 stocks: JMUB, FNDA, FNDF, SLYV, DIS, IGSB, FNDE, COMB, VZ, MMM.
- Sold out of its positions in AMD, Brookfield Asset Management, EMN, Executive Network Partner Cl A Ord, MTB, MOH, NOBL, QRVO, TSLA, AGAC. AXTA, CYBR.
- Resonant Capital Advisors was a net buyer of stock by $92M.
- Resonant Capital Advisors has $802M in assets under management (AUM), dropping by 21.86%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 258 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $41M | +2% | 106k | 384.21 | |
Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $38M | +3% | 250k | 151.85 | |
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.9 | $31M | +48% | 621k | 50.59 | |
Etf Ser Solutions Distillate Us (DSTL) | 3.9 | $31M | +5% | 769k | 40.80 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.9 | $31M | +19% | 413k | 75.19 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 3.3 | $26M | +2% | 109k | 241.89 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $18M | +105% | 47k | 384.21 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $18M | 189k | 94.64 | ||
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 2.1 | $17M | 321k | 53.44 | ||
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 2.0 | $16M | -11% | 563k | 29.07 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 2.0 | $16M | -11% | 340k | 46.72 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.0 | $16M | +9% | 323k | 49.23 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $14M | +46% | 273k | 49.49 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 1.6 | $13M | +64% | 531k | 24.75 | |
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Select Sector Spdr Tr Energy (XLE) | 1.6 | $13M | +2% | 148k | 87.47 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $13M | -6% | 203k | 61.64 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 1.5 | $12M | +563% | 569k | 20.98 | |
Ishares Gold Tr Ishares New (IAU) | 1.3 | $11M | 313k | 34.59 | ||
Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) | 1.3 | $10M | +151% | 410k | 25.14 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.2 | $9.4M | +5% | 136k | 69.63 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $8.4M | +16% | 24k | 351.34 | |
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.0 | $8.4M | +3% | 175k | 47.81 | |
Apple (AAPL) | 1.0 | $8.3M | +2% | 64k | 129.93 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $8.1M | -13% | 163k | 49.82 | |
Ishares Tr National Mun Etf (MUB) | 1.0 | $8.1M | +62% | 76k | 105.52 | |
Ishares Core Msci Emkt (IEMG) | 1.0 | $7.7M | +11% | 165k | 46.70 | |
Ishares Tr Ibonds Dec2023 (IBML) | 0.9 | $7.5M | -4% | 294k | 25.35 | |
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.9 | $7.2M | -14% | 292k | 24.78 | |
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.9 | $7.2M | +4% | 84k | 85.87 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.9 | $7.0M | -20% | 94k | 74.22 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $6.9M | +32% | 22k | 308.90 | |
Exxon Mobil Corporation (XOM) | 0.8 | $6.4M | 58k | 110.30 | ||
Microsoft Corporation (MSFT) | 0.8 | $6.4M | +18% | 27k | 239.82 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.7 | $5.9M | 38k | 155.15 | ||
Chevron Corporation (CVX) | 0.7 | $5.9M | +6% | 33k | 179.49 | |
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.7 | $5.8M | +4% | 111k | 52.09 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $5.7M | +12% | 109k | 51.79 | |
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.7 | $5.6M | 75k | 73.94 | ||
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.7 | $5.5M | +290% | 268k | 20.49 | |
Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.7 | $5.5M | 64k | 85.56 | ||
Ishares Tr Core Msci Intl (IDEV) | 0.6 | $5.2M | +33% | 93k | 55.98 | |
McKesson Corporation (MCK) | 0.6 | $4.9M | 13k | 375.60 | ||
Progressive Corporation (PGR) | 0.6 | $4.7M | 37k | 129.71 | ||
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.6 | $4.4M | +6% | 104k | 42.50 | |
Pfizer (PFE) | 0.6 | $4.4M | +4% | 86k | 51.24 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.4M | 9.8k | 446.12 | ||
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $4.3M | +5% | 42k | 102.81 | |
Johnson & Johnson (JNJ) | 0.5 | $4.3M | +5% | 24k | 176.65 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.5 | $4.1M | -9% | 171k | 24.32 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $4.1M | +13% | 31k | 134.10 | |
Ishares Tr Ibonds Dec (IBMM) | 0.5 | $4.1M | +20% | 160k | 25.75 | |
AutoZone (AZO) | 0.5 | $4.1M | 1.7k | 2466.18 | ||
CVS Caremark Corporation (CVS) | 0.5 | $4.1M | 44k | 93.19 | ||
Ishares Tr Ibonds 23 Trm Ts (IBTD) | 0.5 | $3.9M | NEW | 156k | 24.70 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $3.8M | +8% | 65k | 58.48 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.8M | +13% | 43k | 88.73 | |
Visa Com Cl A (V) | 0.4 | $3.5M | +6% | 17k | 207.76 | |
Automatic Data Processing (ADP) | 0.4 | $3.5M | 15k | 239.97 | ||
Dollar General (DG) | 0.4 | $3.4M | 14k | 246.80 | ||
Pepsi (PEP) | 0.4 | $3.4M | +4% | 19k | 181.69 | |
Danaher Corporation (DHR) | 0.4 | $3.3M | 12k | 265.67 | ||
Amgen (AMGN) | 0.4 | $3.3M | 13k | 262.64 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.3M | 12k | 266.84 | ||
McDonald's Corporation (MCD) | 0.4 | $3.2M | +7% | 12k | 263.53 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.2M | 17k | 191.19 | ||
Oracle Corporation (ORCL) | 0.4 | $3.2M | 39k | 81.74 | ||
Bristol Myers Squibb (BMY) | 0.4 | $3.1M | +2% | 43k | 71.95 | |
J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $3.1M | -47% | 61k | 49.74 | |
Analog Devices (ADI) | 0.4 | $3.0M | 19k | 164.03 | ||
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $2.9M | +24% | 79k | 36.97 | |
Cisco Systems (CSCO) | 0.4 | $2.9M | +3% | 61k | 47.64 | |
EOG Resources (EOG) | 0.4 | $2.9M | +5% | 22k | 129.52 | |
PNC Financial Services (PNC) | 0.4 | $2.9M | +2% | 18k | 157.94 | |
Marathon Petroleum Corp (MPC) | 0.4 | $2.9M | +3% | 25k | 116.39 | |
Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.4 | $2.9M | -26% | 127k | 22.49 | |
Qualcomm (QCOM) | 0.4 | $2.8M | 26k | 109.94 | ||
Invesco Exch Trd Slf Idx Rafi Strg Us Etf (ISDX) | 0.3 | $2.8M | NEW | 104k | 26.86 | |
Invesco Exch Trd Slf Idx Rafi Strg Us Sml (IUSS) | 0.3 | $2.8M | NEW | 84k | 33.19 | |
Procter & Gamble Company (PG) | 0.3 | $2.7M | +9% | 18k | 151.56 | |
Kroger (KR) | 0.3 | $2.7M | 60k | 44.58 | ||
Costco Wholesale Corporation (COST) | 0.3 | $2.7M | 5.9k | 456.50 | ||
Amazon (AMZN) | 0.3 | $2.5M | +4% | 30k | 84.00 | |
Becton, Dickinson and (BDX) | 0.3 | $2.4M | -3% | 9.6k | 254.30 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $2.4M | NEW | 15k | 157.05 | |
Smucker J M Com New (SJM) | 0.3 | $2.4M | 15k | 158.46 | ||
Stryker Corporation (SYK) | 0.3 | $2.4M | 9.6k | 245.24 | ||
eBay (EBAY) | 0.3 | $2.3M | 55k | 41.47 | ||
Lowe's Companies (LOW) | 0.3 | $2.3M | +2% | 11k | 199.24 | |
American Express Company (AXP) | 0.3 | $2.2M | 15k | 147.75 | ||
Truist Financial Corp equities (TFC) | 0.3 | $2.1M | +3% | 48k | 43.03 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.3 | $2.1M | +34% | 118k | 17.47 | |
Abbvie (ABBV) | 0.3 | $2.1M | +6% | 13k | 161.61 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.3 | $2.0M | +61% | 85k | 23.51 | |
Invesco Exch Trd Slf Idx Rafi Strg Emmrkt (ISEM) | 0.2 | $1.9M | NEW | 86k | 22.66 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.9M | +204% | 28k | 67.45 | |
Starbucks Corporation (SBUX) | 0.2 | $1.9M | +2% | 19k | 99.20 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.8M | +57% | 54k | 32.96 | |
Northern Trust Corporation (NTRS) | 0.2 | $1.8M | -6% | 20k | 89.18 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.7M | -2% | 4.8k | 365.84 | |
Devon Energy Corporation (DVN) | 0.2 | $1.7M | 28k | 61.51 | ||
Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.6M | 43k | 38.07 | ||
Electronic Arts (EA) | 0.2 | $1.6M | +4% | 13k | 122.18 | |
Ishares Tr Ibonds 23 Trm Hg (IBHC) | 0.2 | $1.6M | NEW | 68k | 23.47 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | +38% | 23k | 65.64 | |
Home Depot (HD) | 0.2 | $1.5M | +13% | 4.8k | 315.86 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $1.5M | NEW | 63k | 23.86 | |
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $1.5M | NEW | 28k | 52.62 | |
Abbott Laboratories (ABT) | 0.2 | $1.4M | 13k | 109.79 | ||
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.4M | +41% | 68k | 20.14 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.3M | 26k | 50.14 | ||
Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.2 | $1.3M | NEW | 58k | 22.06 | |
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $1.2M | 7.8k | 158.41 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.1M | 3.3k | 332.08 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 4.0k | 266.28 | ||
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.0M | 13k | 82.32 | ||
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $1.0M | 40k | 25.76 | ||
O'reilly Automotive (ORLY) | 0.1 | $1.0M | +10% | 1.2k | 844.03 | |
EQT Corporation (EQT) | 0.1 | $1.0M | +3% | 30k | 33.83 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $947k | +34% | 13k | 70.50 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $899k | +8% | 10k | 88.23 | |
Raytheon Technologies Corp (RTX) | 0.1 | $899k | +35% | 8.9k | 100.92 | |
Arch Cap Group Ord (ACGL) | 0.1 | $892k | -2% | 14k | 62.78 | |
Cardinal Health (CAH) | 0.1 | $891k | +9% | 12k | 77.37 | |
S&p Global (SPGI) | 0.1 | $879k | +16% | 2.6k | 334.94 | |
UnitedHealth (UNH) | 0.1 | $875k | +44% | 1.7k | 530.18 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $844k | 7.0k | 120.60 | ||
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $844k | -32% | 18k | 46.98 | |
Markel Corporation (MKL) | 0.1 | $841k | +7% | 638.00 | 1317.49 | |
Copart (CPRT) | 0.1 | $832k | +118% | 14k | 60.89 | |
W.R. Berkley Corporation (WRB) | 0.1 | $819k | -2% | 11k | 72.57 | |
Merck & Co (MRK) | 0.1 | $792k | +22% | 7.1k | 111.61 | |
Cdw (CDW) | 0.1 | $787k | 4.4k | 178.58 | ||
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $759k | +2% | 7.3k | 104.52 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $740k | NEW | 13k | 57.82 | |
Dollar Tree (DLTR) | 0.1 | $713k | -5% | 5.0k | 141.44 | |
American Financial (AFG) | 0.1 | $711k | 5.2k | 137.28 | ||
Gartner (IT) | 0.1 | $710k | -2% | 2.1k | 336.14 | |
Docusign (DOCU) | 0.1 | $697k | 13k | 55.42 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $692k | +9% | 1.3k | 550.99 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $682k | 2.9k | 235.48 | ||
Brown & Brown (BRO) | 0.1 | $682k | +2% | 12k | 56.97 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $680k | +11% | 1.5k | 469.07 | |
Amphenol Corp Cl A (APH) | 0.1 | $677k | 8.9k | 76.35 | ||
Fastenal Company (FAST) | 0.1 | $653k | +7% | 14k | 47.32 | |
Expeditors International of Washington (EXPD) | 0.1 | $645k | +6% | 6.2k | 103.92 | |
Reinsurance Grp Of America I Com New (RGA) | 0.1 | $644k | 4.5k | 142.09 | ||
Medtronic SHS (MDT) | 0.1 | $635k | +54% | 8.1k | 78.24 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $630k | 15k | 41.97 | ||
Broadcom (AVGO) | 0.1 | $622k | +107% | 1.1k | 559.13 | |
Boeing Company (BA) | 0.1 | $607k | +5% | 3.2k | 190.49 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $606k | 5.6k | 108.21 | ||
United Parcel Service CL B (UPS) | 0.1 | $604k | +37% | 3.5k | 173.84 | |
Rli (RLI) | 0.1 | $604k | +8% | 4.6k | 131.27 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $591k | -36% | 12k | 50.27 | |
Te Connectivity SHS (TEL) | 0.1 | $577k | 5.0k | 114.80 | ||
Palo Alto Networks (PANW) | 0.1 | $570k | +12% | 4.1k | 139.54 | |
Microchip Technology (MCHP) | 0.1 | $554k | +5% | 7.9k | 70.25 | |
Ross Stores (ROST) | 0.1 | $545k | 4.7k | 116.07 | ||
Linde SHS (LIN) | 0.1 | $532k | +2% | 1.6k | 326.18 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $526k | -9% | 14k | 37.90 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $521k | -12% | 2.4k | 214.24 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $518k | +12% | 7.7k | 67.03 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $507k | NEW | 4.4k | 114.89 | |
Regions Financial Corporation (RF) | 0.1 | $503k | +5% | 23k | 21.76 | |
NVIDIA Corporation (NVDA) | 0.1 | $502k | NEW | 3.4k | 146.14 | |
Hf Sinclair Corp (DINO) | 0.1 | $498k | +2% | 9.6k | 51.89 | |
Paypal Holdings (PYPL) | 0.1 | $493k | -53% | 6.9k | 71.22 | |
Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $493k | +12% | 21k | 23.28 | |
Us Bancorp Del Com New (USB) | 0.1 | $492k | -3% | 11k | 44.09 | |
Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $488k | +13% | 22k | 22.25 | |
Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $484k | +13% | 22k | 21.59 | |
Universal Hlth Svcs CL B (UHS) | 0.1 | $479k | 3.4k | 140.89 | ||
Wal-Mart Stores (WMT) | 0.1 | $475k | NEW | 3.3k | 142.20 | |
Omni (OMC) | 0.1 | $475k | +5% | 5.8k | 82.27 | |
Glacier Ban (GBCI) | 0.1 | $474k | 9.6k | 49.42 | ||
Ishares Msci Pac Jp Etf (EPP) | 0.1 | $471k | 11k | 42.79 | ||
Intel Corporation (INTC) | 0.1 | $469k | -64% | 18k | 26.43 | |
Nike CL B (NKE) | 0.1 | $454k | +2% | 3.9k | 117.01 | |
Verizon Communications (VZ) | 0.1 | $438k | -69% | 11k | 39.40 | |
Walt Disney Company (DIS) | 0.1 | $435k | -74% | 5.0k | 86.88 | |
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.1 | $424k | 26k | 16.51 | ||
Zimmer Holdings (ZBH) | 0.1 | $422k | +7% | 3.3k | 127.74 | |
CarMax (KMX) | 0.0 | $389k | +10% | 6.4k | 60.89 | |
Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $385k | 8.9k | 43.47 | ||
Brookfield Corp Cl A Ltd Vt Sh | 0.0 | $385k | NEW | 12k | 31.46 | |
Edwards Lifesciences (EW) | 0.0 | $380k | 5.1k | 74.61 | ||
Keysight Technologies (KEYS) | 0.0 | $379k | 2.2k | 171.07 | ||
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $377k | +7% | 4.9k | 76.27 | |
CF Industries Holdings (CF) | 0.0 | $375k | +3% | 4.4k | 85.20 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $355k | 15k | 23.77 | ||
A. O. Smith Corporation (AOS) | 0.0 | $350k | 6.1k | 57.24 | ||
Allstate Corporation (ALL) | 0.0 | $347k | NEW | 2.5k | 136.30 | |
Philip Morris International (PM) | 0.0 | $344k | +29% | 3.4k | 102.48 | |
Floor & Decor Hldgs Cl A (FND) | 0.0 | $343k | 4.9k | 69.63 | ||
Toro Company (TTC) | 0.0 | $340k | +19% | 3.0k | 113.54 | |
Union Pacific Corporation (UNP) | 0.0 | $339k | NEW | 1.6k | 207.07 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $338k | 4.4k | 76.28 | ||
Centene Corporation (CNC) | 0.0 | $337k | +26% | 4.1k | 82.01 | |
Nextera Energy (NEE) | 0.0 | $333k | -14% | 4.0k | 83.60 | |
Zoetis Cl A (ZTS) | 0.0 | $333k | +3% | 2.3k | 146.55 | |
3M Company (MMM) | 0.0 | $331k | -74% | 2.8k | 119.92 | |
Intercontinental Exchange (ICE) | 0.0 | $327k | NEW | 3.2k | 102.59 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $326k | -22% | 11k | 29.38 | |
Brown Forman Corp CL B (BF.B) | 0.0 | $318k | 4.8k | 65.88 | ||
Comcast Corp Cl A (CMCSA) | 0.0 | $316k | +14% | 9.0k | 34.97 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $311k | NEW | 895.00 | 347.73 | |
Carrier Global Corporation (CARR) | 0.0 | $311k | +14% | 7.5k | 41.40 | |
Schlumberger Com Stk (SLB) | 0.0 | $311k | 5.8k | 53.64 | ||
Meta Platforms Cl A (META) | 0.0 | $306k | +44% | 2.5k | 120.34 | |
Morgan Stanley Com New (MS) | 0.0 | $305k | NEW | 3.6k | 85.02 | |
Otis Worldwide Corp (OTIS) | 0.0 | $305k | +22% | 3.9k | 78.31 | |
Diageo Spon Adr New (DEO) | 0.0 | $304k | +9% | 1.7k | 178.19 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $303k | NEW | 4.3k | 71.20 | |
MetLife (MET) | 0.0 | $301k | NEW | 4.2k | 72.37 | |
Chubb (CB) | 0.0 | $298k | +7% | 1.3k | 221.40 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $297k | 8.7k | 34.18 | ||
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $297k | NEW | 4.8k | 62.08 | |
International Business Machines (IBM) | 0.0 | $287k | -3% | 2.0k | 140.89 | |
Vanguard World Fds Energy Etf (VDE) | 0.0 | $287k | NEW | 2.4k | 121.28 | |
Lam Research Corporation (LRCX) | 0.0 | $281k | NEW | 666.00 | 421.48 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $274k | NEW | 1.0k | 265.35 | |
Lennar Corp Cl A (LEN) | 0.0 | $274k | NEW | 3.0k | 90.50 | |
Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.0 | $268k | 11k | 25.03 | ||
Freeport-mcmoran CL B (FCX) | 0.0 | $267k | NEW | 7.0k | 38.00 | |
Coca-Cola Company (KO) | 0.0 | $264k | NEW | 4.2k | 63.61 | |
Broadstone Net Lease (BNL) | 0.0 | $259k | 16k | 16.21 | ||
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.0 | $258k | 5.5k | 46.53 | ||
Novo-nordisk A S Adr (NVO) | 0.0 | $258k | NEW | 1.9k | 135.34 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $257k | 5.2k | 49.19 | ||
Bank of America Corporation (BAC) | 0.0 | $255k | -15% | 7.7k | 33.12 | |
Steel Dynamics (STLD) | 0.0 | $246k | NEW | 2.5k | 98.04 | |
Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $245k | 10k | 24.60 | ||
Elanco Animal Health (ELAN) | 0.0 | $236k | NEW | 19k | 12.22 | |
Target Corporation (TGT) | 0.0 | $235k | -10% | 1.6k | 149.04 | |
At&t (T) | 0.0 | $234k | NEW | 13k | 18.41 | |
Altria (MO) | 0.0 | $234k | +3% | 5.0k | 46.65 | |
General Electric Com New (GE) | 0.0 | $230k | NEW | 2.7k | 83.79 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $230k | +7% | 895.00 | 256.41 | |
Shell Spon Ads (SHEL) | 0.0 | $229k | 4.0k | 56.95 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $225k | NEW | 3.0k | 75.54 | |
Netflix (NFLX) | 0.0 | $222k | NEW | 753.00 | 294.88 | |
Taylor Morrison Hom (TMHC) | 0.0 | $221k | NEW | 7.3k | 30.35 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $220k | NEW | 2.9k | 74.84 | |
Ingersoll Rand (IR) | 0.0 | $220k | NEW | 4.2k | 52.25 | |
Under Armour CL C (UA) | 0.0 | $219k | NEW | 25k | 8.92 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $219k | NEW | 1.8k | 125.11 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $217k | -53% | 1.9k | 113.96 | |
Exelon Corporation (EXC) | 0.0 | $213k | NEW | 4.9k | 43.23 | |
salesforce (CRM) | 0.0 | $211k | NEW | 1.6k | 132.59 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $203k | NEW | 3.2k | 64.34 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $203k | NEW | 603.00 | 336.53 | |
Icon SHS (ICLR) | 0.0 | $203k | -6% | 1.0k | 194.25 | |
Gilead Sciences (GILD) | 0.0 | $202k | -37% | 2.4k | 85.85 | |
Murphy Usa (MUSA) | 0.0 | $202k | NEW | 724.00 | 279.54 | |
Cnh Indl N V SHS (CNHI) | 0.0 | $169k | 11k | 16.06 | ||
Ford Motor Company (F) | 0.0 | $145k | +5% | 13k | 11.63 | |
Ing Groep Sponsored Adr (ING) | 0.0 | $142k | 12k | 12.17 | ||
Swvl Holdings Corp Class A Com (SWVL) | 0.0 | $2.1k | NEW | 15k | 0.14 |
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- 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
- Resonant Capital Advisors 2020 Q3 filed Nov. 3, 2020
- Resonant Capital Advisors 2020 Q2 filed Aug. 5, 2020
- Resonant Capital Advisors 2020 Q1 filed May 14, 2020
- Resonant Capital Advisors 2019 Q4 filed Feb. 18, 2020