Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DSTL, GARP, JMST, MEAR, and represent 21.93% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$21M), JMUB (+$10M), SCMB (+$10M), XOM (+$9.0M), MINO, MSFT, APH, GARP, IGSB, IAU.
- Started 47 new stock positions in DT, PEG, RVMD, SPIP, OKE, CAG, INFY, P, A, OI.
- Reduced shares in these 10 stocks: JMST (-$26M), MEAR (-$25M), SCHR (-$22M), VTEB (-$9.4M), MUB (-$8.4M), , SGOV, EA, DFNM, CVX.
- Sold out of its positions in AEIS, ADSK, EA, ERIC, Exxon Mobil Corporation, FICO, GIS, GPK, HDB, HLN.
- Resonant Capital Advisors was a net seller of stock by $-16M.
- Resonant Capital Advisors has $2.1B in assets under management (AUM), dropping by -0.44%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 551 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Resonant Capital Advisors has 551 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Resonant Capital Advisors Sept. 30, 2026 positions
- Download the Resonant Capital Advisors September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $180M | 235k | 765.85 |
|
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| Etf Ser Solutions Distillate Us (DSTL) | 3.6 | $75M | 1.2M | 63.98 |
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| Ishares Tr Msci Us Garp Etf (GARP) | 3.4 | $70M | +3% | 822k | 85.26 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.2 | $68M | -27% | 1.3M | 50.56 |
|
| Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) | 3.1 | $65M | -27% | 1.3M | 49.63 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.0 | $63M | +3% | 811k | 77.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.7 | $57M | 786k | 71.95 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $44M | -2% | 1.4M | 31.47 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.0 | $42M | -33% | 1.8M | 23.70 |
|
| Apple (AAPL) | 1.9 | $39M | +5% | 118k | 333.02 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $39M | 399k | 96.88 |
|
|
| NVIDIA Corporation (NVDA) | 1.7 | $35M | +5% | 152k | 228.63 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.6 | $34M | 625k | 53.75 |
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|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $33M | 43k | 764.53 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $30M | 223k | 136.04 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $30M | 130k | 233.31 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 1.3 | $28M | +5% | 1.0M | 27.86 |
|
| Microsoft Corporation (MSFT) | 1.3 | $28M | +13% | 54k | 512.90 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.3 | $27M | +7% | 608k | 44.89 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.3 | $27M | 757k | 35.00 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $26M | +2% | 324k | 81.16 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.2 | $25M | 268k | 94.42 |
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|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.2 | $25M | +2% | 587k | 41.87 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.2 | $24M | -14% | 240k | 100.68 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.1 | $24M | +838% | 953k | 25.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.1 | $24M | 172k | 138.40 |
|
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.1 | $23M | 257k | 89.34 |
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|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $19M | -33% | 398k | 47.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $19M | 27k | 700.87 |
|
|
| Amazon (AMZN) | 0.9 | $18M | +5% | 72k | 249.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $17M | +2% | 51k | 344.08 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $17M | -32% | 172k | 101.10 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $17M | +14% | 211k | 78.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $16M | 48k | 340.74 |
|
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.7 | $15M | +14% | 431k | 35.26 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $14M | 273k | 50.37 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.7 | $14M | +268% | 288k | 47.58 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.6 | $13M | -2% | 264k | 50.40 |
|
| Broadcom (AVGO) | 0.6 | $13M | 36k | 351.19 |
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| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.6 | $13M | 301k | 41.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $12M | -4% | 25k | 497.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $12M | +2% | 37k | 330.83 |
|
| Meta Platforms Cl A (META) | 0.6 | $12M | +12% | 16k | 725.18 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.5 | $10M | +4934% | 420k | 24.16 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.5 | $10M | -22% | 218k | 46.03 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.5 | $9.6M | 26k | 374.24 |
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|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.4 | $9.4M | 73k | 128.68 |
|
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $9.3M | 170k | 54.43 |
|
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $9.0M | NEW | 55k | 162.75 |
|
| Visa Com Cl A (V) | 0.4 | $9.0M | +2% | 25k | 359.33 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.4 | $8.8M | 61k | 143.08 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $8.7M | 97k | 89.48 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $8.5M | -2% | 22k | 395.42 |
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| Cisco Systems (CSCO) | 0.4 | $8.4M | 78k | 107.63 |
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| Analog Devices (ADI) | 0.4 | $8.3M | 21k | 396.71 |
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| Eli Lilly & Co. (LLY) | 0.4 | $7.7M | +4% | 6.7k | 1157.08 |
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| Palo Alto Networks (PANW) | 0.4 | $7.5M | -2% | 19k | 397.31 |
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| McKesson Corporation (MCK) | 0.4 | $7.5M | 8.7k | 854.75 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.3 | $7.2M | +2% | 115k | 63.04 |
|
| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 0.3 | $7.0M | -22% | 304k | 22.89 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $6.8M | +51% | 133k | 51.23 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $6.7M | +11% | 135k | 49.69 |
|
| Amgen (AMGN) | 0.3 | $6.6M | 16k | 421.51 |
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| Qualcomm (QCOM) | 0.3 | $6.6M | 36k | 184.04 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $6.0M | +11% | 13k | 457.30 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $5.9M | -3% | 9.0k | 658.31 |
|
| salesforce (CRM) | 0.3 | $5.9M | +9% | 26k | 230.02 |
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| Advanced Micro Devices (AMD) | 0.3 | $5.8M | +4% | 9.5k | 611.76 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $5.8M | -3% | 239k | 24.24 |
|
| Progressive Corporation (PGR) | 0.3 | $5.7M | +2% | 27k | 207.31 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $5.6M | +15% | 3.1k | 1811.67 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $5.6M | 233k | 24.12 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.3 | $5.4M | 209k | 25.87 |
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| Micron Technology (MU) | 0.3 | $5.3M | +4% | 5.0k | 1065.11 |
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| Amphenol Corp Cl A (APH) | 0.3 | $5.2M | +126% | 62k | 84.43 |
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| American Express Company (AXP) | 0.2 | $5.1M | 17k | 304.10 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.2 | $5.1M | 97k | 52.86 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $5.1M | +7% | 9.3k | 551.47 |
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| Chevron Corporation (CVX) | 0.2 | $5.1M | -34% | 25k | 204.21 |
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| Johnson & Johnson (JNJ) | 0.2 | $5.1M | 19k | 264.74 |
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| Costco Wholesale Corporation (COST) | 0.2 | $5.0M | +2% | 5.5k | 910.34 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.0M | +31% | 88k | 56.66 |
|
| Merck & Co (MRK) | 0.2 | $4.9M | +5% | 33k | 146.16 |
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| Automatic Data Processing (ADP) | 0.2 | $4.7M | 18k | 259.77 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $4.6M | -32% | 193k | 23.86 |
|
| Gilead Sciences (GILD) | 0.2 | $4.6M | +2% | 31k | 149.05 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 0.2 | $4.4M | NEW | 104k | 42.59 |
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| Abbvie (ABBV) | 0.2 | $4.4M | +2% | 17k | 261.59 |
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| Tesla Motors (TSLA) | 0.2 | $4.4M | +7% | 12k | 354.81 |
|
| UnitedHealth (UNH) | 0.2 | $4.1M | 11k | 367.08 |
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| Northern Trust Corporation (NTRS) | 0.2 | $3.9M | -2% | 23k | 170.24 |
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| PNC Financial Services (PNC) | 0.2 | $3.9M | 18k | 222.26 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $3.9M | 63k | 61.50 |
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| Kroger (KR) | 0.2 | $3.7M | +14% | 64k | 58.62 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $3.6M | 117k | 30.61 |
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| CSX Corporation (CSX) | 0.2 | $3.5M | -2% | 76k | 46.51 |
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| Ge Vernova (GEV) | 0.2 | $3.5M | +147% | 3.7k | 950.49 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $3.4M | 35k | 97.74 |
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| Netflix (NFLX) | 0.2 | $3.4M | +67% | 48k | 69.58 |
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| McDonald's Corporation (MCD) | 0.2 | $3.3M | 14k | 230.94 |
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| Booking Holdings (BKNG) | 0.2 | $3.2M | 20k | 162.91 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $3.0M | +2% | 59k | 51.76 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.0M | 49k | 62.40 |
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| Walt Disney Company (DIS) | 0.1 | $3.0M | 29k | 104.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.0M | 4.0k | 740.52 |
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| Stryker Corporation (SYK) | 0.1 | $3.0M | -2% | 11k | 276.27 |
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| Uber Technologies (UBER) | 0.1 | $2.9M | +19% | 43k | 68.51 |
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| Lowe's Companies (LOW) | 0.1 | $2.8M | +5% | 15k | 184.29 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | 26k | 106.71 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.7M | +14% | 11k | 239.94 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.6M | 8.0k | 328.84 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.6M | 106k | 24.96 |
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| Us Bancorp Com New (USB) | 0.1 | $2.6M | 44k | 58.30 |
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| Servicenow (NOW) | 0.1 | $2.5M | +287% | 19k | 134.01 |
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| Vistra Energy (VST) | 0.1 | $2.5M | +11% | 18k | 138.35 |
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| S&p Global (SPGI) | 0.1 | $2.4M | +3% | 6.2k | 394.46 |
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| Caterpillar (CAT) | 0.1 | $2.4M | +2% | 3.0k | 810.79 |
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| Emcor (EME) | 0.1 | $2.4M | +162% | 3.2k | 754.49 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.4M | -2% | 23k | 103.92 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $2.3M | 54k | 42.56 |
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| Procter & Gamble Company (PG) | 0.1 | $2.3M | -46% | 16k | 145.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | 12k | 185.65 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.3M | 44k | 51.87 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.3M | 22k | 103.89 |
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| General Dynamics Corporation (GD) | 0.1 | $2.2M | +239% | 6.7k | 331.83 |
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| Devon Energy Corporation (DVN) | 0.1 | $2.2M | +203% | 48k | 46.04 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $2.2M | 96k | 22.69 |
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| Dimensional Etf Trust Us Small Cap Etf | 0.1 | $2.1M | +3% | 28k | 77.42 |
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| Zoetis Cl A (ZTS) | 0.1 | $2.1M | +22% | 30k | 69.83 |
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| Intel Corporation (INTC) | 0.1 | $2.1M | 17k | 120.23 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.1M | 18k | 113.44 |
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| Intuit (INTU) | 0.1 | $2.1M | NEW | 7.4k | 275.71 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $2.0M | 6.7k | 304.64 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.0M | +673% | 13k | 160.65 |
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| eBay (EBAY) | 0.1 | $2.0M | -3% | 19k | 106.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.0M | 16k | 125.26 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $2.0M | 51k | 39.56 |
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| AutoZone (AZO) | 0.1 | $1.9M | -51% | 685.00 | 2830.02 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.9M | 89k | 21.14 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $1.9M | 12k | 155.68 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.8M | 5.7k | 312.29 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | +34% | 80k | 21.76 |
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| Bank of America Corporation (BAC) | 0.1 | $1.7M | +2% | 32k | 54.43 |
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| Philip Morris International (PM) | 0.1 | $1.7M | +5% | 9.0k | 190.82 |
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| Lululemon Athletica (LULU) | 0.1 | $1.7M | +42% | 18k | 96.19 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.7M | 3.3k | 509.74 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $1.7M | 23k | 73.80 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.7M | 8.9k | 188.08 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | +5% | 2.4k | 675.52 |
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| Expeditors International of Washington (EXPD) | 0.1 | $1.6M | 8.8k | 184.64 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $1.6M | 18k | 89.76 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.6M | 30k | 52.33 |
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| Coca-Cola Company (KO) | 0.1 | $1.6M | +11% | 18k | 86.59 |
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| Applied Materials (AMAT) | 0.1 | $1.6M | +6% | 3.1k | 511.38 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +3% | 16k | 98.83 |
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| Oracle Corporation (ORCL) | 0.1 | $1.6M | -16% | 11k | 137.30 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.5M | +26% | 7.6k | 203.59 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +10% | 8.1k | 187.05 |
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| EOG Resources (EOG) | 0.1 | $1.5M | +3% | 11k | 137.76 |
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| Home Depot (HD) | 0.1 | $1.5M | -22% | 5.2k | 284.48 |
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| Ross Stores (ROST) | 0.1 | $1.5M | 6.3k | 233.40 |
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| Cardinal Health (CAH) | 0.1 | $1.5M | 6.6k | 222.50 |
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| Pepsi (PEP) | 0.1 | $1.5M | -50% | 12k | 126.72 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $1.4M | +2% | 72k | 20.06 |
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| Linde SHS (LIN) | 0.1 | $1.4M | -22% | 2.9k | 474.65 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.4M | 31k | 44.41 |
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| Goldman Sachs (GS) | 0.1 | $1.4M | 1.5k | 900.36 |
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| Pfizer (PFE) | 0.1 | $1.3M | -11% | 47k | 28.52 |
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| Danaher Corporation (DHR) | 0.1 | $1.3M | 6.0k | 221.95 |
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| Public Storage (PSA) | 0.1 | $1.3M | NEW | 4.6k | 285.81 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.3M | +7% | 6.5k | 194.93 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.2M | +4% | 1.3k | 923.09 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +5% | 16k | 80.05 |
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| Docusign (DOCU) | 0.1 | $1.2M | +2% | 18k | 67.15 |
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| EQT Corporation (EQT) | 0.1 | $1.2M | -5% | 24k | 48.56 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -55% | 6.2k | 183.37 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $1.1M | 4.6k | 246.24 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $1.1M | -23% | 48k | 23.42 |
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| Citigroup Com New (C) | 0.1 | $1.1M | +5% | 8.7k | 129.48 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.1M | +2% | 2.1k | 546.17 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | +5% | 2.6k | 429.71 |
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| Fastenal Company (FAST) | 0.1 | $1.1M | -10% | 22k | 49.53 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $1.1M | 3.5k | 308.11 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $1.1M | 27k | 39.44 |
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| Okta Cl A (OKTA) | 0.1 | $1.1M | -2% | 5.1k | 209.11 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 7.0k | 152.07 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.0M | 4.2k | 247.93 |
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| Blackrock (BLK) | 0.0 | $1.0M | +5% | 972.00 | 1058.29 |
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| NetApp (NTAP) | 0.0 | $1.0M | 4.9k | 210.08 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $1.0M | -4% | 4.8k | 211.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $986k | -50% | 18k | 56.22 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $983k | 2.4k | 406.63 |
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| Williams-Sonoma (WSM) | 0.0 | $954k | +6% | 4.2k | 227.94 |
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| Chubb (CB) | 0.0 | $950k | +2% | 2.9k | 326.26 |
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| Comfort Systems USA (FIX) | 0.0 | $949k | 574.00 | 1654.09 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $948k | 13k | 75.39 |
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| Steel Dynamics (STLD) | 0.0 | $947k | 4.3k | 222.14 |
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| Markel Corporation (MKL) | 0.0 | $926k | 541.00 | 1712.45 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $925k | NEW | 36k | 25.39 |
|
| Jabil Circuit (JBL) | 0.0 | $924k | 3.2k | 286.86 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $923k | +8% | 9.5k | 97.24 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $922k | +2% | 1.8k | 522.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $918k | 13k | 70.61 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $912k | 14k | 66.79 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $903k | +14% | 1.7k | 537.95 |
|
| Sandisk Corp (SNDK) | 0.0 | $901k | +2% | 518.00 | 1739.89 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $896k | +11% | 8.6k | 104.53 |
|
| Medtronic SHS (MDT) | 0.0 | $893k | -67% | 10k | 87.01 |
|
| Brown & Brown (BRO) | 0.0 | $886k | +4% | 15k | 60.90 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $871k | +12% | 9.8k | 88.51 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $869k | 5.6k | 155.20 |
|
|
| Western Digital (WDC) | 0.0 | $856k | +2% | 1.9k | 454.46 |
|
| Verizon Communications (VZ) | 0.0 | $854k | +21% | 19k | 45.87 |
|
| Spdr Series Trust St Str Tips Etf (SPIP) | 0.0 | $846k | NEW | 35k | 24.37 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $842k | 5.0k | 166.80 |
|
|
| American Financial (AFG) | 0.0 | $832k | 6.1k | 136.76 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $824k | 8.9k | 92.36 |
|
|
| Nextera Energy (NEE) | 0.0 | $823k | +2% | 11k | 75.74 |
|
| Exelixis (EXEL) | 0.0 | $819k | 14k | 58.41 |
|
|
| Altria (MO) | 0.0 | $809k | -2% | 12k | 68.45 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $805k | +3% | 5.6k | 144.63 |
|
| Mueller Industries (MLI) | 0.0 | $800k | +105% | 13k | 60.61 |
|
| At&t (T) | 0.0 | $790k | +24% | 32k | 24.40 |
|
| Union Pacific Corporation (UNP) | 0.0 | $788k | +4% | 2.9k | 272.13 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $787k | +2% | 34k | 23.07 |
|
| International Business Machines (IBM) | 0.0 | $782k | -21% | 3.6k | 219.93 |
|
| Fortinet (FTNT) | 0.0 | $777k | 4.3k | 178.76 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $776k | -2% | 3.8k | 204.02 |
|
| Twilio Cl A (TWLO) | 0.0 | $775k | 2.7k | 292.46 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $769k | -10% | 5.4k | 142.57 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $764k | 5.1k | 149.05 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $741k | 8.7k | 85.41 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $736k | 2.6k | 280.09 |
|
|
| Constellation Energy (CEG) | 0.0 | $734k | +22% | 2.9k | 254.02 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $732k | -9% | 3.5k | 208.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $729k | +388% | 2.8k | 264.75 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $728k | 4.1k | 175.98 |
|
|
| Boeing Company (BA) | 0.0 | $723k | 3.9k | 186.05 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $722k | +2% | 20k | 35.50 |
|
| Copart (CPRT) | 0.0 | $708k | +14% | 26k | 27.28 |
|
| CF Industries Holdings (CF) | 0.0 | $706k | +5% | 6.1k | 115.20 |
|
| Regions Financial Corporation (RF) | 0.0 | $703k | 26k | 27.18 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $701k | 31k | 22.39 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $700k | +22% | 7.4k | 95.05 |
|
| Marvell Technology (MRVL) | 0.0 | $697k | +9% | 2.6k | 264.21 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $694k | 27k | 25.64 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $685k | +8% | 3.0k | 230.24 |
|
| Intercontinental Exchange (ICE) | 0.0 | $683k | +35% | 4.5k | 152.03 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $682k | +6% | 3.9k | 174.26 |
|
| Valero Energy Corporation (VLO) | 0.0 | $671k | +12% | 1.7k | 387.61 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2026 Q3 filed Oct. 15, 2026
- 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