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, DSTL, SCHR, and represent 23.74% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: MEAR (+$6.9M), MUNI (+$6.4M), JMST (+$6.3M), MUB (+$5.0M), VOO, BKNG, ASML, TSM, UBER, QQQM.
- Started 85 new stock positions in CRWD, SNOW, AHRT, MUNI, ILMN, TXT, JQUA, MCO, LFUS, GPK.
- Reduced shares in these 10 stocks: SCHR (-$7.4M), VTEB (-$5.4M), IVV, EBAY, INMU, EOG, IEF, BDX, FNDX, VIG.
- Sold out of its positions in AGNC, TIC, AA, ALLY, AIG, AIV, BKR, CBRE, CME, LNG.
- Resonant Capital Advisors was a net buyer of stock by $40M.
- Resonant Capital Advisors has $2.1B in assets under management (AUM), dropping by 9.92%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 538 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Resonant Capital Advisors has 538 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Resonant Capital Advisors June 30, 2026 positions
- Download the Resonant Capital Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $177M | -2% | 236k | 748.89 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 4.5 | $94M | +7% | 1.8M | 51.00 |
|
| Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) | 4.3 | $91M | +8% | 1.8M | 50.38 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 3.3 | $69M | 1.1M | 59.90 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 3.2 | $67M | -10% | 2.7M | 24.66 |
|
| Ishares Tr Msci Us Garp Etf (GARP) | 3.1 | $65M | 792k | 82.55 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.0 | $62M | 784k | 79.03 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $60M | 778k | 77.11 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $44M | -2% | 1.4M | 31.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $39M | 402k | 96.58 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $34M | 226k | 148.31 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.6 | $33M | 632k | 52.76 |
|
|
| Apple (AAPL) | 1.5 | $32M | +2% | 112k | 289.36 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $32M | 42k | 748.67 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $31M | -3% | 130k | 236.62 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $30M | -15% | 596k | 50.58 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.4 | $29M | 763k | 38.06 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $29M | +3% | 144k | 200.09 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.3 | $28M | 280k | 100.67 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $27M | +22% | 254k | 107.62 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $26M | 316k | 82.84 |
|
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.2 | $26M | 256k | 101.32 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.2 | $26M | +3% | 563k | 46.05 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.2 | $25M | 173k | 146.26 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.2 | $25M | 268k | 93.38 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 1.1 | $23M | +2% | 949k | 24.08 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.1 | $23M | +2% | 570k | 39.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $18M | +23% | 27k | 686.82 |
|
| Microsoft Corporation (MSFT) | 0.8 | $18M | 47k | 373.02 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $18M | +2% | 50k | 357.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $17M | 48k | 353.33 |
|
|
| Amazon (AMZN) | 0.8 | $16M | +3% | 68k | 238.34 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $14M | 184k | 75.51 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $14M | 273k | 50.57 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.7 | $14M | +6% | 270k | 50.58 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.6 | $14M | +3% | 281k | 48.34 |
|
| Broadcom (AVGO) | 0.6 | $14M | 36k | 377.75 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $13M | +3% | 26k | 500.39 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.6 | $12M | 298k | 40.36 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $12M | 36k | 327.33 |
|
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.5 | $11M | +16% | 377k | 29.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $9.5M | 26k | 370.04 |
|
|
| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 0.5 | $9.5M | -23% | 391k | 24.25 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.4 | $9.3M | 73k | 127.76 |
|
|
| Cisco Systems (CSCO) | 0.4 | $9.3M | 79k | 117.46 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $9.2M | 170k | 54.03 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $8.7M | 61k | 141.66 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $8.6M | +3% | 96k | 89.01 |
|
| Analog Devices (ADI) | 0.4 | $8.5M | 21k | 397.17 |
|
|
| Visa Com Cl A (V) | 0.4 | $8.3M | 24k | 343.09 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $8.2M | -3% | 15k | 563.29 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $7.7M | +4% | 6.4k | 1199.43 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.4 | $7.6M | +4% | 112k | 67.56 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $7.5M | -10% | 55k | 136.72 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $6.9M | +8% | 287k | 24.14 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $6.6M | 9.3k | 705.04 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $6.6M | 19k | 341.02 |
|
|
| McKesson Corporation (MCK) | 0.3 | $6.5M | -2% | 8.7k | 756.40 |
|
| Qualcomm (QCOM) | 0.3 | $6.5M | +6% | 35k | 184.79 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $6.4M | NEW | 122k | 52.60 |
|
| Chevron Corporation (CVX) | 0.3 | $6.4M | -9% | 38k | 165.76 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $6.0M | -3% | 247k | 24.23 |
|
| Progressive Corporation (PGR) | 0.3 | $5.8M | 27k | 218.45 |
|
|
| Amgen (AMGN) | 0.3 | $5.7M | +3% | 16k | 362.12 |
|
| American Express Company (AXP) | 0.3 | $5.7M | 17k | 338.25 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $5.7M | 233k | 24.22 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $5.6M | +90% | 12k | 478.45 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $5.6M | 22k | 255.67 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.3 | $5.6M | 97k | 57.67 |
|
|
| Micron Technology (MU) | 0.3 | $5.5M | +10% | 4.8k | 1154.29 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $5.3M | +104% | 2.7k | 1989.44 |
|
| Advanced Micro Devices (AMD) | 0.3 | $5.3M | +6% | 9.1k | 580.91 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $5.1M | -3% | 5.4k | 935.47 |
|
| Tesla Motors (TSLA) | 0.2 | $4.9M | +7% | 12k | 420.60 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.9M | 19k | 253.97 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $4.8M | +33% | 27k | 176.54 |
|
| UnitedHealth (UNH) | 0.2 | $4.7M | +20% | 11k | 415.63 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.2 | $4.7M | 209k | 22.34 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $4.6M | 88k | 52.41 |
|
|
| AutoZone (AZO) | 0.2 | $4.5M | +2% | 1.4k | 3195.94 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.4M | -5% | 8.7k | 513.60 |
|
| PNC Financial Services (PNC) | 0.2 | $4.4M | 18k | 246.22 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $4.3M | +7% | 29k | 146.64 |
|
| Abbvie (ABBV) | 0.2 | $4.1M | -2% | 16k | 251.64 |
|
| Northern Trust Corporation (NTRS) | 0.2 | $4.1M | 24k | 174.62 |
|
|
| Merck & Co (MRK) | 0.2 | $4.1M | 32k | 129.34 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $4.1M | +10% | 18k | 225.59 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $4.0M | 78k | 50.66 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $3.9M | +16% | 67k | 58.98 |
|
| Electronic Arts (EA) | 0.2 | $3.9M | +2% | 19k | 205.04 |
|
| Gilead Sciences (GILD) | 0.2 | $3.8M | 30k | 126.34 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $3.8M | 14k | 270.31 |
|
|
| CSX Corporation (CSX) | 0.2 | $3.7M | +2% | 79k | 47.53 |
|
| salesforce (CRM) | 0.2 | $3.7M | +77% | 23k | 156.96 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $3.6M | +24% | 117k | 30.46 |
|
| Booking Holdings (BKNG) | 0.2 | $3.6M | +2508% | 20k | 178.24 |
|
| Stryker Corporation (SYK) | 0.2 | $3.5M | +6% | 11k | 315.72 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.5M | +2% | 8.0k | 433.59 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $3.4M | 64k | 53.11 |
|
|
| Lowe's Companies (LOW) | 0.2 | $3.2M | 15k | 220.49 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.2M | -2% | 35k | 92.27 |
|
| Pepsi (PEP) | 0.2 | $3.2M | -3% | 23k | 135.40 |
|
| Caterpillar (CAT) | 0.1 | $3.1M | 2.9k | 1064.90 |
|
|
| Kroger (KR) | 0.1 | $3.1M | 56k | 55.53 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $3.0M | +13% | 57k | 51.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.9M | 4.0k | 737.21 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.9M | 26k | 110.32 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.8M | -5% | 49k | 57.62 |
|
| Walt Disney Company (DIS) | 0.1 | $2.7M | 28k | 96.99 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.7M | +4% | 24k | 113.26 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.7M | -2% | 102k | 26.50 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.7M | 106k | 25.25 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $2.6M | 43k | 60.92 |
|
|
| Uber Technologies (UBER) | 0.1 | $2.6M | +388% | 36k | 72.16 |
|
| Vistra Energy (VST) | 0.1 | $2.5M | +20% | 16k | 158.63 |
|
| Medtronic SHS (MDT) | 0.1 | $2.5M | -7% | 31k | 78.94 |
|
| Intel Corporation (INTC) | 0.1 | $2.5M | +17% | 18k | 139.63 |
|
| S&p Global (SPGI) | 0.1 | $2.4M | -5% | 6.0k | 407.24 |
|
| Home Depot (HD) | 0.1 | $2.4M | +21% | 6.8k | 352.70 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $2.4M | +11% | 55k | 43.08 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | -5% | 12k | 189.73 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.3M | 44k | 51.85 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.3M | 22k | 103.88 |
|
|
| eBay (EBAY) | 0.1 | $2.2M | -59% | 20k | 111.75 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $2.2M | 94k | 23.16 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.2M | +5% | 27k | 82.34 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.1M | 18k | 117.45 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $2.1M | +13% | 5.7k | 373.73 |
|
| Applied Materials (AMAT) | 0.1 | $2.1M | +2% | 2.9k | 723.00 |
|
| Paypal Holdings (PYPL) | 0.1 | $2.1M | 48k | 43.18 |
|
|
| Netflix (NFLX) | 0.1 | $2.1M | -4% | 29k | 71.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | 9.9k | 205.02 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.0M | +296% | 16k | 124.17 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $2.0M | NEW | 6.7k | 302.97 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.0M | -32% | 36k | 56.48 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | 14k | 146.55 |
|
|
| Linde SHS (LIN) | 0.1 | $1.9M | 3.8k | 518.94 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.9M | 88k | 21.80 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.9M | +3% | 50k | 38.23 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.9M | 12k | 154.30 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.8M | 8.8k | 209.04 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.8M | +931% | 6.1k | 301.71 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.8M | +3% | 31k | 56.98 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.8M | +1258% | 25k | 71.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.8M | -5% | 14k | 124.44 |
|
| Ge Vernova (GEV) | 0.1 | $1.7M | 1.5k | 1175.36 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.7M | 3.3k | 523.80 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.7M | 30k | 55.77 |
|
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $1.6M | NEW | 23k | 72.28 |
|
| Cardinal Health (CAH) | 0.1 | $1.6M | -13% | 6.6k | 237.56 |
|
| Philip Morris International (PM) | 0.1 | $1.6M | +8% | 8.5k | 182.38 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.6M | 12k | 131.43 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $1.5M | 18k | 87.88 |
|
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| Goldman Sachs (GS) | 0.1 | $1.5M | 1.5k | 1011.37 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.5M | 63k | 23.55 |
|
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $1.5M | -7% | 71k | 20.84 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | -24% | 60k | 24.55 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.5M | 31k | 46.81 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $1.4M | 8.8k | 162.98 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $1.4M | +10% | 12k | 114.18 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | +9% | 15k | 90.74 |
|
| EOG Resources (EOG) | 0.1 | $1.4M | -61% | 11k | 129.73 |
|
| Ross Stores (ROST) | 0.1 | $1.4M | 6.4k | 212.85 |
|
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| EQT Corporation (EQT) | 0.1 | $1.3M | -5% | 25k | 53.17 |
|
| Coca-Cola Company (KO) | 0.1 | $1.3M | +8% | 16k | 81.79 |
|
| International Business Machines (IBM) | 0.1 | $1.3M | +16% | 4.5k | 281.21 |
|
| Pfizer (PFE) | 0.1 | $1.3M | -13% | 53k | 24.08 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.3M | +3% | 1.3k | 965.73 |
|
| Jabil Circuit (JBL) | 0.1 | $1.2M | -3% | 3.2k | 385.48 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $1.2M | 27k | 45.34 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +3% | 15k | 82.64 |
|
| Fastenal Company (FAST) | 0.1 | $1.2M | -27% | 25k | 48.03 |
|
| Western Digital (WDC) | 0.1 | $1.2M | +2% | 1.8k | 638.72 |
|
| Citigroup Com New (C) | 0.1 | $1.2M | +5% | 8.2k | 139.96 |
|
| Danaher Corporation (DHR) | 0.1 | $1.2M | -13% | 6.0k | 190.88 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | +6% | 2.3k | 501.81 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.1M | +16% | 505.00 | 2273.73 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.1M | +3% | 571.00 | 1981.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 7.0k | 156.30 |
|
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 2.5k | 426.12 |
|
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| Markel Corporation (MKL) | 0.0 | $1.0M | 533.00 | 1953.01 |
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| Arista Networks Com Shs (ANET) | 0.0 | $1.0M | -3% | 6.0k | 169.88 |
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| Emcor (EME) | 0.0 | $1.0M | 1.2k | 829.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.0M | 4.2k | 242.43 |
|
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| Te Connectivity Ord Shs (TEL) | 0.0 | $1.0M | -24% | 5.0k | 201.61 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $978k | -14% | 3.5k | 280.00 |
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| Flex Ord (FLEX) | 0.0 | $977k | -24% | 6.0k | 162.07 |
|
| Chubb (CB) | 0.0 | $971k | -2% | 2.8k | 341.81 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $968k | -3% | 4.6k | 212.65 |
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| Steel Dynamics (STLD) | 0.0 | $967k | 4.2k | 229.99 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $956k | 2.4k | 397.68 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $953k | 13k | 75.79 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $941k | -2% | 6.0k | 156.72 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $934k | 14k | 68.41 |
|
|
| Nextera Energy (NEE) | 0.0 | $927k | -6% | 11k | 87.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $926k | 13k | 71.25 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $920k | 3.9k | 233.10 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $899k | 2.0k | 450.98 |
|
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| Brown & Brown (BRO) | 0.0 | $897k | +23% | 14k | 64.15 |
|
| Blackrock (BLK) | 0.0 | $889k | 925.00 | 961.56 |
|
|
| Altria (MO) | 0.0 | $888k | +10% | 12k | 73.02 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $885k | 5.6k | 158.03 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $873k | -5% | 3.9k | 223.07 |
|
| Generac Holdings (GNRC) | 0.0 | $869k | 3.0k | 292.81 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $863k | 8.9k | 97.06 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $860k | -2% | 7.4k | 116.67 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $859k | +24% | 7.7k | 112.09 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $857k | -2% | 1.7k | 496.73 |
|
| American Financial (AFG) | 0.0 | $845k | 6.0k | 139.94 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $835k | +100% | 8.7k | 95.62 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $835k | -3% | 4.1k | 205.29 |
|
| Boeing Company (BA) | 0.0 | $834k | -6% | 3.9k | 216.47 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $831k | +26% | 8.8k | 94.85 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $826k | 5.0k | 163.67 |
|
|
| TJX Companies (TJX) | 0.0 | $804k | -3% | 5.3k | 151.50 |
|
| Docusign (DOCU) | 0.0 | $798k | -3% | 18k | 44.42 |
|
| Regions Financial Corporation (RF) | 0.0 | $793k | 26k | 30.46 |
|
|
| Mueller Industries (MLI) | 0.0 | $791k | +4% | 6.4k | 122.93 |
|
| O'reilly Automotive (ORLY) | 0.0 | $787k | -31% | 8.5k | 92.09 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $785k | +26% | 2.6k | 298.07 |
|
| Carrier Global Corporation (CARR) | 0.0 | $783k | 11k | 73.35 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $778k | -11% | 5.4k | 144.61 |
|
| Exelixis (EXEL) | 0.0 | $774k | 14k | 54.41 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $773k | 31k | 24.61 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $759k | 7.4k | 102.19 |
|
|
| Microchip Technology (MCHP) | 0.0 | $758k | -33% | 8.3k | 91.20 |
|
| Union Pacific Corporation (UNP) | 0.0 | $756k | +19% | 2.8k | 272.00 |
|
| NetApp (NTAP) | 0.0 | $746k | +36% | 4.8k | 154.76 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $742k | 5.1k | 146.51 |
|
|
| Corning Incorporated (GLW) | 0.0 | $738k | 2.9k | 255.43 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $731k | +14% | 549.00 | 1332.04 |
|
| Okta Cl A (OKTA) | 0.0 | $721k | -4% | 5.3k | 136.45 |
|
| Marvell Technology (MRVL) | 0.0 | $719k | +9% | 2.4k | 297.89 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $712k | +3% | 8.4k | 84.58 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $709k | 1.8k | 393.96 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $700k | -7% | 2.0k | 354.24 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $694k | 27k | 25.64 |
|
|
| Taylor Morrison Hom (TMHC) | 0.0 | $683k | 9.5k | 71.74 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $674k | +50% | 14k | 47.94 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $672k | +9% | 33k | 20.12 |
|
| Fortinet (FTNT) | 0.0 | $663k | -6% | 4.3k | 153.62 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $654k | +19% | 11k | 58.34 |
|
| Verizon Communications (VZ) | 0.0 | $651k | -22% | 15k | 42.34 |
|
| Devon Energy Corporation (DVN) | 0.0 | $650k | +15% | 16k | 41.32 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $646k | 5.5k | 117.50 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $645k | +21% | 6.2k | 103.45 |
|
| Copart (CPRT) | 0.0 | $640k | +2% | 23k | 28.19 |
|
| Murphy Usa (MUSA) | 0.0 | $638k | 1.2k | 538.87 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $635k | -3% | 1.5k | 431.46 |
|
| CF Industries Holdings (CF) | 0.0 | $630k | 5.8k | 108.26 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2026 Q2 filed July 27, 2026
- 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