Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SGOV, DSTL, VIG, JMST, and represent 22.28% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: JEPI (+$5.8M), COMB, SGOV, MEAR, SCHO, SCHR, USB, IVV, VCSH, IEI.
- Started 26 new stock positions in DGRW, DFAS, JEPI, VB, RHI, SHY, CEG, WFC, SHV, TXN.
- Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf (-$6.4M), IAU, Ishares Ibonds Dec 2023 Term T, VTEB, MUB, SGOL, FNDA, Invesco Bulletshares 2023 Mu buls, IBMM, MPC.
- Sold out of its positions in MO, EXC, Invesco Bulletshares 2023 Mu buls, Guggenheim Bulletshrs 2023 Corp Bd Etf, Ishares Tr Ibonds Dec2023 etf, Ishares Tr ibonds 23 trm hg, IBMM, Ishares Ibonds Dec 2023 Term T, KEYS.
- Resonant Capital Advisors was a net buyer of stock by $31M.
- Resonant Capital Advisors has $1.0B in assets under management (AUM), dropping by 10.33%.
- Central Index Key (CIK): 0001803236
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Positions held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 287 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $59M | +3% | 124k | 477.63 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.7 | $59M | +8% | 586k | 100.27 |
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Etf Ser Solutions Distillate Us (DSTL) | 3.8 | $40M | +2% | 802k | 49.37 |
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Vanguard Specialized Funds Div App Etf (VIG) | 3.7 | $39M | 226k | 170.40 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.3 | $35M | +3% | 679k | 50.88 |
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Ishares U S Etf Tr Blackrock Short (MEAR) | 3.1 | $32M | +11% | 642k | 49.99 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.1 | $32M | +7% | 415k | 77.37 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $31M | +5% | 112k | 277.15 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 3.0 | $31M | +8% | 624k | 49.72 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $23M | +2% | 211k | 108.25 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 2.2 | $23M | 365k | 61.94 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $22M | -2% | 46k | 477.26 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 2.0 | $21M | -5% | 380k | 55.35 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.6 | $17M | 493k | 33.73 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $16M | 228k | 70.35 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $15M | -15% | 295k | 51.05 |
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Select Sector Spdr Tr Energy (XLE) | 1.3 | $14M | 166k | 83.84 |
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Apple (AAPL) | 1.3 | $14M | -2% | 72k | 192.53 |
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.3 | $14M | +5% | 130k | 105.03 |
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Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.2 | $12M | +6% | 183k | 65.74 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.1 | $11M | -3% | 143k | 79.34 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.1 | $11M | 406k | 27.14 |
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Microsoft Corporation (MSFT) | 1.1 | $11M | 29k | 376.04 |
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Ishares Core Msci Emkt (IEMG) | 1.0 | $11M | +2% | 213k | 50.58 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.0 | $10M | +2% | 122k | 83.31 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $10M | +12% | 23k | 436.80 |
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Ishares Gold Tr Ishares New (IAU) | 0.9 | $9.0M | -34% | 231k | 39.03 |
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Ishares Tr National Mun Etf (MUB) | 0.9 | $9.0M | -16% | 83k | 108.41 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $9.0M | +39% | 185k | 48.45 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $8.8M | -4% | 175k | 50.47 |
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.8 | $8.7M | +21% | 179k | 48.51 |
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.8 | $8.5M | +136% | 437k | 19.43 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.8 | $8.0M | -4% | 159k | 50.36 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $7.6M | +4% | 146k | 52.20 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.2M | -5% | 20k | 356.66 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $6.7M | 190k | 35.20 |
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.6 | $6.3M | 74k | 85.34 |
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.6 | $6.3M | 64k | 99.02 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.1M | -3% | 44k | 140.93 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $5.8M | NEW | 105k | 55.40 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.6M | 51k | 111.63 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $5.5M | +7% | 108k | 51.27 |
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Ishares Tr Core Msci Intl (IDEV) | 0.5 | $5.4M | +14% | 85k | 63.66 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $5.0M | 9.7k | 509.27 |
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Amazon (AMZN) | 0.5 | $4.9M | +6% | 32k | 151.94 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $4.8M | +14% | 82k | 59.32 |
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Chevron Corporation (CVX) | 0.5 | $4.8M | -4% | 32k | 149.16 |
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JPMorgan Chase & Co. (JPM) | 0.5 | $4.7M | -5% | 28k | 170.10 |
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Exxon Mobil Corporation (XOM) | 0.4 | $4.3M | 43k | 99.98 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $4.2M | 86k | 48.72 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $4.2M | -9% | 12k | 350.91 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $4.1M | -6% | 198k | 20.89 |
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Visa Com Cl A (V) | 0.4 | $4.1M | -8% | 16k | 260.35 |
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Progressive Corporation (PGR) | 0.4 | $4.0M | -3% | 25k | 159.28 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $3.9M | +6% | 93k | 42.18 |
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Johnson & Johnson (JNJ) | 0.4 | $3.9M | -6% | 25k | 156.74 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.9M | 17k | 237.22 |
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McKesson Corporation (MCK) | 0.4 | $3.9M | -5% | 8.4k | 463.53 |
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J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $3.9M | +15% | 76k | 51.03 |
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Qualcomm (QCOM) | 0.4 | $3.7M | 26k | 144.63 |
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Analog Devices (ADI) | 0.4 | $3.6M | 18k | 198.56 |
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Costco Wholesale Corporation (COST) | 0.3 | $3.6M | -10% | 5.4k | 675.20 |
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Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.3 | $3.4M | +80% | 178k | 19.36 |
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AutoZone (AZO) | 0.3 | $3.4M | -17% | 1.3k | 2585.61 |
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Pepsi (PEP) | 0.3 | $3.3M | -2% | 20k | 170.87 |
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Amgen (AMGN) | 0.3 | $3.3M | -8% | 12k | 288.02 |
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McDonald's Corporation (MCD) | 0.3 | $3.3M | -5% | 11k | 296.51 |
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CVS Caremark Corporation (CVS) | 0.3 | $3.3M | -2% | 41k | 78.96 |
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American Express Company (AXP) | 0.3 | $3.1M | -6% | 17k | 187.34 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $3.1M | +7% | 35k | 88.50 |
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Automatic Data Processing (ADP) | 0.3 | $3.0M | -7% | 13k | 234.22 |
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Danaher Corporation (DHR) | 0.3 | $3.0M | +2% | 13k | 231.58 |
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Procter & Gamble Company (PG) | 0.3 | $3.0M | -2% | 20k | 146.54 |
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Us Bancorp Del Com New (USB) | 0.3 | $3.0M | +493% | 68k | 43.77 |
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Marathon Petroleum Corp (MPC) | 0.3 | $2.9M | -21% | 20k | 148.36 |
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Cisco Systems (CSCO) | 0.3 | $2.9M | -6% | 57k | 50.52 |
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Broadcom (AVGO) | 0.3 | $2.8M | +75% | 2.5k | 1116.25 |
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Pfizer (PFE) | 0.3 | $2.8M | +11% | 98k | 28.79 |
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Stryker Corporation (SYK) | 0.3 | $2.7M | -10% | 9.0k | 300.26 |
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Eli Lilly & Co. (LLY) | 0.3 | $2.7M | -5% | 4.6k | 582.92 |
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PNC Financial Services (PNC) | 0.2 | $2.6M | -11% | 17k | 154.85 |
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Bristol Myers Squibb (BMY) | 0.2 | $2.6M | +15% | 50k | 51.31 |
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Oracle Corporation (ORCL) | 0.2 | $2.5M | +5% | 24k | 105.43 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.5M | +6% | 18k | 139.69 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.2 | $2.4M | -4% | 98k | 24.91 |
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Medtronic SHS (MDT) | 0.2 | $2.4M | 29k | 83.06 |
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Kroger (KR) | 0.2 | $2.4M | -12% | 52k | 45.71 |
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EOG Resources (EOG) | 0.2 | $2.4M | -11% | 20k | 120.95 |
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Lowe's Companies (LOW) | 0.2 | $2.3M | -4% | 10k | 222.55 |
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eBay (EBAY) | 0.2 | $2.3M | -3% | 52k | 43.62 |
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Becton, Dickinson and (BDX) | 0.2 | $2.2M | -11% | 9.0k | 243.83 |
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Dollar General (DG) | 0.2 | $2.2M | +16% | 16k | 135.95 |
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Charles Schwab Corporation (SCHW) | 0.2 | $2.2M | -2% | 32k | 68.80 |
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.2 | $2.1M | 90k | 23.76 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.1M | NEW | 18k | 117.13 |
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S&p Global (SPGI) | 0.2 | $2.1M | +47% | 4.8k | 440.52 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.2 | $2.1M | 85k | 24.54 |
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Meta Platforms Cl A (META) | 0.2 | $2.0M | +97% | 5.8k | 353.96 |
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NVIDIA Corporation (NVDA) | 0.2 | $2.0M | -7% | 4.1k | 495.22 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.0M | 26k | 77.73 |
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Walt Disney Company (DIS) | 0.2 | $2.0M | 22k | 90.56 |
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Electronic Arts (EA) | 0.2 | $2.0M | +5% | 15k | 136.81 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | +13% | 26k | 75.35 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $2.0M | NEW | 33k | 59.62 |
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Devon Energy Corporation (DVN) | 0.2 | $1.9M | +43% | 43k | 45.30 |
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Abbvie (ABBV) | 0.2 | $1.9M | 12k | 154.97 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | +64% | 4.5k | 426.51 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.9M | +4% | 53k | 35.41 |
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Palo Alto Networks (PANW) | 0.2 | $1.9M | +52% | 6.3k | 294.88 |
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Starbucks Corporation (SBUX) | 0.2 | $1.9M | 19k | 96.01 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.8M | 43k | 42.52 |
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Smucker J M Com New (SJM) | 0.2 | $1.8M | -3% | 14k | 126.38 |
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Paypal Holdings (PYPL) | 0.2 | $1.8M | +2% | 29k | 61.41 |
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $1.7M | 28k | 61.10 |
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Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $1.7M | 72k | 23.86 |
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Northern Trust Corporation (NTRS) | 0.2 | $1.7M | -6% | 20k | 85.08 |
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Home Depot (HD) | 0.2 | $1.7M | -5% | 4.9k | 346.55 |
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CSX Corporation (CSX) | 0.2 | $1.7M | +93% | 49k | 34.67 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 4.0k | 409.74 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | +215% | 2.6k | 596.60 |
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United Parcel Service CL B (UPS) | 0.1 | $1.5M | +151% | 9.7k | 157.23 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.4M | 31k | 46.36 |
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Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.4M | +155% | 38k | 36.27 |
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.4M | 37k | 37.49 |
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Abbott Laboratories (ABT) | 0.1 | $1.3M | +2% | 12k | 110.07 |
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Intellia Therapeutics (NTLA) | 0.1 | $1.3M | +32% | 41k | 30.49 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.3M | 13k | 100.51 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.2M | 3.3k | 377.70 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | NEW | 6.8k | 170.46 |
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Copart (CPRT) | 0.1 | $1.1M | -14% | 23k | 49.00 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $1.1M | -57% | 54k | 19.74 |
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Caribou Biosciences (CRBU) | 0.1 | $1.1M | NEW | 184k | 5.73 |
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Docusign (DOCU) | 0.1 | $1.0M | +34% | 17k | 59.45 |
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EQT Corporation (EQT) | 0.1 | $1.0M | -16% | 27k | 38.66 |
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Robert Half International (RHI) | 0.1 | $1.0M | NEW | 12k | 87.92 |
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Cdw (CDW) | 0.1 | $932k | -9% | 4.1k | 227.32 |
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Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $930k | +12% | 36k | 25.57 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $927k | +5% | 21k | 43.85 |
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Gartner (IT) | 0.1 | $922k | -6% | 2.0k | 451.11 |
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UnitedHealth (UNH) | 0.1 | $893k | +6% | 1.7k | 526.47 |
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Cardinal Health (CAH) | 0.1 | $867k | -22% | 8.6k | 101.30 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $865k | NEW | 9.0k | 96.39 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $862k | NEW | 11k | 82.04 |
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Boeing Company (BA) | 0.1 | $857k | 3.3k | 260.66 |
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W.R. Berkley Corporation (WRB) | 0.1 | $853k | -12% | 12k | 70.72 |
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Fastenal Company (FAST) | 0.1 | $850k | -9% | 13k | 64.77 |
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Amphenol Corp Cl A (APH) | 0.1 | $839k | -6% | 8.4k | 99.34 |
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Markel Corporation (MKL) | 0.1 | $832k | -8% | 586.00 | 1419.90 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $821k | 7.0k | 117.22 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $808k | -4% | 40k | 20.45 |
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Expeditors International of Washington (EXPD) | 0.1 | $804k | -18% | 6.3k | 127.20 |
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Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $784k | -19% | 6.1k | 127.91 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $771k | NEW | 7.0k | 110.13 |
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O'reilly Automotive (ORLY) | 0.1 | $724k | -3% | 762.00 | 950.08 |
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Te Connectivity SHS (TEL) | 0.1 | $721k | -5% | 5.1k | 140.50 |
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Microchip Technology (MCHP) | 0.1 | $720k | -3% | 8.0k | 90.18 |
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Advanced Micro Devices (AMD) | 0.1 | $718k | +2% | 4.9k | 147.41 |
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Linde SHS (LIN) | 0.1 | $711k | +2% | 1.7k | 410.71 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $709k | 2.3k | 303.17 |
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Raytheon Technologies Corp (RTX) | 0.1 | $703k | +11% | 8.4k | 84.14 |
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Merck & Co (MRK) | 0.1 | $702k | 6.4k | 109.78 |
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Brown & Brown (BRO) | 0.1 | $695k | -16% | 9.8k | 71.11 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $692k | -3% | 1.4k | 489.99 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $686k | -5% | 3.0k | 227.29 |
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Reinsurance Grp Of America I Com New (RGA) | 0.1 | $671k | -13% | 4.1k | 161.78 |
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Dollar Tree (DLTR) | 0.1 | $649k | -7% | 4.6k | 142.05 |
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Tesla Motors (TSLA) | 0.1 | $647k | -7% | 2.6k | 248.48 |
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Ross Stores (ROST) | 0.1 | $643k | -6% | 4.6k | 138.39 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $633k | 10k | 63.33 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $623k | -13% | 13k | 47.90 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $596k | 8.2k | 72.85 |
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American Financial (AFG) | 0.1 | $591k | -6% | 5.0k | 118.89 |
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Thermo Fisher Scientific (TMO) | 0.1 | $586k | -21% | 1.1k | 531.13 |
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Lam Research Corporation (LRCX) | 0.1 | $577k | +30% | 735.00 | 784.98 |
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Rli (RLI) | 0.1 | $572k | -9% | 4.3k | 133.12 |
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Vanguard World Fds Energy Etf (VDE) | 0.1 | $551k | +74% | 4.7k | 117.28 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $542k | 14k | 40.21 |
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Carrier Global Corporation (CARR) | 0.1 | $539k | 9.4k | 57.64 |
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Booking Holdings (BKNG) | 0.1 | $536k | 151.00 | 3547.22 |
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Floor & Decor Hldgs Cl A (FND) | 0.1 | $530k | -4% | 4.8k | 111.56 |
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Hf Sinclair Corp (DINO) | 0.1 | $518k | -9% | 9.3k | 55.57 |
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BlackRock (BLK) | 0.0 | $510k | +2% | 628.00 | 811.80 |
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Zimmer Holdings (ZBH) | 0.0 | $492k | +11% | 4.0k | 121.94 |
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Universal Hlth Svcs CL B (UHS) | 0.0 | $489k | -5% | 3.2k | 152.44 |
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Ishares Msci Pac Jp Etf (EPP) | 0.0 | $478k | 11k | 43.41 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $474k | NEW | 6.7k | 70.28 |
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Omni (OMC) | 0.0 | $470k | -12% | 5.4k | 87.21 |
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Crane Company Common Stock (CR) | 0.0 | $456k | 3.9k | 118.14 |
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Regions Financial Corporation (RF) | 0.0 | $450k | 23k | 19.61 |
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Intel Corporation (INTC) | 0.0 | $441k | -12% | 8.8k | 50.25 |
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Taylor Morrison Hom (TMHC) | 0.0 | $434k | +3% | 8.1k | 53.35 |
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salesforce (CRM) | 0.0 | $432k | +4% | 1.6k | 263.14 |
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Arch Cap Group Ord (ACGL) | 0.0 | $422k | -9% | 5.7k | 74.27 |
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Netflix (NFLX) | 0.0 | $418k | 859.00 | 486.88 |
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CarMax (KMX) | 0.0 | $417k | +9% | 5.4k | 76.74 |
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CF Industries Holdings (CF) | 0.0 | $406k | -2% | 5.1k | 79.50 |
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Eaton Corp SHS (ETN) | 0.0 | $403k | 1.7k | 240.82 |
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Verizon Communications (VZ) | 0.0 | $400k | +16% | 11k | 37.70 |
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Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $399k | -5% | 5.0k | 80.59 |
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General Electric Com New (GE) | 0.0 | $398k | 3.1k | 127.71 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $394k | -43% | 3.4k | 115.03 |
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Sprouts Fmrs Mkt (SFM) | 0.0 | $394k | NEW | 8.2k | 48.11 |
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Caterpillar (CAT) | 0.0 | $391k | +4% | 1.3k | 295.67 |
|
Nike CL B (NKE) | 0.0 | $389k | -2% | 3.6k | 108.94 |
|
Lennar Corp Cl A (LEN) | 0.0 | $386k | 2.6k | 149.04 |
|
|
Elanco Animal Health (ELAN) | 0.0 | $384k | +19% | 26k | 14.90 |
|
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $366k | 15k | 24.48 |
|
|
Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $357k | -7% | 15k | 23.28 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $356k | 1.1k | 337.36 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $354k | +3% | 1.4k | 245.62 |
|
Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $354k | -7% | 16k | 21.78 |
|
Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $349k | -7% | 16k | 22.39 |
|
Philip Morris International (PM) | 0.0 | $349k | -3% | 3.7k | 95.37 |
|
Brown Forman Corp CL B (BF.B) | 0.0 | $348k | +14% | 6.1k | 57.31 |
|
Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $347k | -4% | 8.5k | 40.95 |
|
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $345k | -4% | 26k | 13.29 |
|
Enterprise Products Partners (EPD) | 0.0 | $343k | 13k | 26.35 |
|
|
Steel Dynamics (STLD) | 0.0 | $342k | +7% | 2.9k | 118.53 |
|
A. O. Smith Corporation (AOS) | 0.0 | $340k | -19% | 4.1k | 82.44 |
|
General Dynamics Corporation (GD) | 0.0 | $339k | +3% | 1.3k | 259.67 |
|
Schlumberger Com Stk (SLB) | 0.0 | $338k | -2% | 6.5k | 52.29 |
|
Bank of America Corporation (BAC) | 0.0 | $334k | +25% | 9.9k | 33.67 |
|
International Business Machines (IBM) | 0.0 | $333k | +3% | 2.0k | 163.55 |
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $331k | 8.5k | 39.10 |
|
|
Exelixis (EXEL) | 0.0 | $322k | +2% | 13k | 23.99 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $322k | -6% | 3.1k | 103.45 |
|
Centene Corporation (CNC) | 0.0 | $320k | +7% | 4.3k | 74.21 |
|
Intercontinental Exchange (ICE) | 0.0 | $319k | +2% | 2.5k | 128.43 |
|
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.0 | $314k | 5.5k | 56.62 |
|
|
Fiserv (FI) | 0.0 | $314k | +6% | 2.4k | 132.84 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $309k | NEW | 3.0k | 102.88 |
|
Wal-Mart Stores (WMT) | 0.0 | $309k | 2.0k | 158.22 |
|
|
Okta Cl A (OKTA) | 0.0 | $308k | NEW | 3.4k | 90.53 |
|
Honeywell International (HON) | 0.0 | $306k | -3% | 1.5k | 209.71 |
|
Alliant Energy Corporation (LNT) | 0.0 | $294k | -3% | 5.7k | 51.30 |
|
Murphy Usa (MUSA) | 0.0 | $294k | +2% | 824.00 | 356.56 |
|
TransDigm Group Incorporated (TDG) | 0.0 | $292k | +2% | 289.00 | 1011.60 |
|
Simon Property (SPG) | 0.0 | $291k | 2.0k | 142.64 |
|
|
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $288k | 5.2k | 55.28 |
|
|
Otis Worldwide Corp (OTIS) | 0.0 | $288k | 3.2k | 89.47 |
|
|
MetLife (MET) | 0.0 | $285k | 4.3k | 66.13 |
|
|
Cyberark Software SHS (CYBR) | 0.0 | $282k | -9% | 1.3k | 219.05 |
|
Fair Isaac Corporation (FICO) | 0.0 | $281k | NEW | 241.00 | 1164.01 |
|
Marathon Oil Corporation (MRO) | 0.0 | $278k | +38% | 12k | 24.16 |
|
Broadstone Net Lease (BNL) | 0.0 | $278k | 16k | 17.50 |
|
|
Toro Company (TTC) | 0.0 | $278k | 2.9k | 96.35 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $278k | NEW | 1.3k | 213.33 |
|
Icon SHS (ICLR) | 0.0 | $272k | -7% | 961.00 | 283.07 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $271k | 358.00 | 756.92 |
|
|
Chubb (CB) | 0.0 | $270k | 1.2k | 226.85 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $270k | -6% | 4.1k | 65.80 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.0 | $270k | -28% | 2.8k | 94.69 |
|
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $268k | NEW | 11k | 24.91 |
|
Wisdomtree Tr Blmbg Us Bull (USDU) | 0.0 | $264k | NEW | 11k | 25.11 |
|
Zoetis Cl A (ZTS) | 0.0 | $262k | -29% | 1.3k | 197.37 |
|
Under Armour CL C (UA) | 0.0 | $262k | +10% | 31k | 8.35 |
|
Nextera Energy (NEE) | 0.0 | $253k | NEW | 4.2k | 60.74 |
|
Qorvo (QRVO) | 0.0 | $251k | NEW | 2.2k | 112.61 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $247k | -7% | 3.6k | 68.19 |
|
At&t (T) | 0.0 | $245k | +22% | 15k | 16.78 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $242k | 3.2k | 76.13 |
|
|
Flex Ord (FLEX) | 0.0 | $242k | 7.9k | 30.46 |
|
|
Target Corporation (TGT) | 0.0 | $242k | NEW | 1.7k | 142.42 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $242k | -7% | 2.3k | 104.48 |
|
Ingersoll Rand (IR) | 0.0 | $241k | -22% | 3.1k | 77.62 |
|
Morgan Stanley Com New (MS) | 0.0 | $238k | -8% | 2.6k | 93.25 |
|
EXACT Sciences Corporation (EXAS) | 0.0 | $235k | 3.2k | 73.98 |
|
|
Coca-Cola Company (KO) | 0.0 | $226k | -3% | 3.8k | 58.93 |
|
Ameriprise Financial (AMP) | 0.0 | $225k | -2% | 591.00 | 379.83 |
|
Gilead Sciences (GILD) | 0.0 | $219k | NEW | 2.7k | 81.01 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $219k | 1.8k | 124.97 |
|
|
Darden Restaurants (DRI) | 0.0 | $217k | NEW | 1.3k | 164.30 |
|
Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $212k | -2% | 10k | 21.08 |
|
Constellation Energy (CEG) | 0.0 | $211k | NEW | 1.8k | 116.89 |
|
Diageo Spon Adr New (DEO) | 0.0 | $209k | -6% | 1.4k | 145.66 |
|
Aercap Holdings Nv SHS (AER) | 0.0 | $207k | NEW | 2.8k | 74.32 |
|
Apollo Global Mgmt (APO) | 0.0 | $203k | NEW | 2.2k | 93.19 |
|
Wells Fargo & Company (WFC) | 0.0 | $203k | NEW | 4.1k | 49.22 |
|
Edwards Lifesciences (EW) | 0.0 | $202k | -27% | 2.7k | 76.25 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $182k | 13k | 13.80 |
|
|
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $169k | -10% | 20k | 8.61 |
|
Coupang Cl A (CPNG) | 0.0 | $165k | 10k | 16.19 |
|
|
Ing Groep Sponsored Adr (ING) | 0.0 | $158k | -10% | 11k | 15.02 |
|
Haleon Spon Ads (HLN) | 0.0 | $152k | -9% | 19k | 8.23 |
|
Ford Motor Company (F) | 0.0 | $138k | +5% | 11k | 12.19 |
|
Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $80k | 10k | 7.96 |
|
|
Rubicon Technologies Cl A (RBT) | 0.0 | $27k | 14k | 1.85 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- 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
- 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