Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025

Resonant Capital Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 413 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $98.2M, Jp Morgan Ultra Short Mun Inco with a value of $65.8M, Blackrock Short Maturity Munic with a value of $62M, Schwab Intermediate Term Us Tr with a value of $58.6M, and ETF Ser Solution Distillate Us with a value of $54.5M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.41B to 1.54B.

Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
ETFs: $1.1 Billion
Technology: $129 Million
Financial Services: $84.6 Million
Healthcare: $55.6 Million
Consumer Cyclical: $45.2 Million
Communication Services: $41.1 Million
Industrials: $27.6 Million
Consumer Defensive: $26.1 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.2 Million 6.38% of portfolio
158,138
Q2 2025 Added 5.96%
$0
$65.8 Million 4.28% of portfolio
1,291,697
Q2 2025 Added 0.93%
$0
$62 Million 4.03% of portfolio
1,233,046
Q2 2025 Added 0.06%
$0
$58.6 Million 3.81% of portfolio
2,342,662
Q2 2025 Added 7.41%
$0
$54.5 Million 3.55% of portfolio
985,505
Q2 2025 Added 5.71%
$0
$49.5 Million 3.22% of portfolio
623,094
Q2 2025 Added 4.95%
$0
$49.1 Million 3.19% of portfolio
269,307
Q2 2025 Added 3.48%
$0
$43.2 Million 2.81% of portfolio
696,158
Q2 2025 Added 1.04%
$0
$42.1 Million 2.74% of portfolio
418,153
Q2 2025 Reduced 24.02%
$0
$32.4 Million 2.11% of portfolio
1,321,791
Q2 2025 Added 4.85%
$0
$30.3 Million 1.97% of portfolio
363,436
Q2 2025 Added 3.99%
$0
$27.3 Million 1.78% of portfolio
250,176
Q2 2025 Added 0.78%
$0
$27.4 Million 1.78% of portfolio
684,534
Q2 2025 Added 2.17%
$0
$27 Million 1.75% of portfolio
549,677
Q2 2025 Added 6.92%
$0
$27 Million 1.75% of portfolio
43,623
Q2 2025 Reduced 2.58%
$0
$25.5 Million 1.66% of portfolio
890,652
Q2 2025 Added 1.28%
$0
$21.9 Million 1.42% of portfolio
242,781
Q2 2025 Added 3.24%
$0
$18.9 Million 1.23% of portfolio
161,746
Q2 2025 Reduced 0.49%
$3.69T
$18.9 Million 1.23% of portfolio
92,256
Q2 2025 Added 12.35%
$0
$18.9 Million 1.23% of portfolio
571,159
Q2 2025 Added 1.92%
$0
$18.2 Million 1.19% of portfolio
234,772
Q2 2025 Reduced 0.47%
$0
$17.2 Million 1.12% of portfolio
202,362
Q2 2025 Added 0.3%
$456B
$17.2 Million 1.12% of portfolio
108,838
Q2 2025 Added 24.61%
$0
$16.8 Million 1.09% of portfolio
313,733
Q2 2025 Added 3.48%
$53.5B
$15.9 Million 1.04% of portfolio
255,613
Q2 2025 Added 1.07%
$0
$15.1 Million 0.98% of portfolio
144,086
Q2 2025 Added 5.65%
$0
$14.4 Million 0.94% of portfolio
590,469
Q2 2025 Reduced 5.25%
$0
$13.8 Million 0.9% of portfolio
656,542
Q2 2025 Added 2.79%
$0
$13.3 Million 0.86% of portfolio
498,091
Q2 2025 Added 9.6%
$0
$13 Million 0.84% of portfolio
22,844
Q2 2025 Added 5.51%
$2.26T
$11.9 Million 0.78% of portfolio
54,346
Q2 2025 Added 15.22%
$621B
$11.1 Million 0.72% of portfolio
22,926
Q2 2025 Added 3.08%
$859B
$10.2 Million 0.67% of portfolio
35,304
Q2 2025 Added 8.34%
$0
$10.3 Million 0.67% of portfolio
216,429
Q2 2025 Reduced 8.35%
$127B
$9.87 Million 0.64% of portfolio
35,809
Q2 2025 Added 16.84%
$0
$9.57 Million 0.62% of portfolio
188,909
Q2 2025 Reduced 16.01%
$1.78T
$9.51 Million 0.62% of portfolio
12,878
Q2 2025 Added 17.76%
$0
$9.36 Million 0.61% of portfolio
184,542
Q2 2025 Reduced 16.03%
$0
$9.31 Million 0.61% of portfolio
163,711
Q2 2025 Added 1.94%
$1.24T
$8.63 Million 0.56% of portfolio
48,659
Q2 2025 Added 3.22%
$551B
$7.83 Million 0.51% of portfolio
22,045
Q2 2025 Added 8.44%
$0
$7.91 Million 0.51% of portfolio
63,960
Q1 2025 Reduced 0.19%
$0
$7.83 Million 0.51% of portfolio
102,959
Q2 2025 Reduced 0.18%
$0
$7.69 Million 0.5% of portfolio
73,775
Q2 2025 Reduced 0.33%
$0
$7.48 Million 0.49% of portfolio
176,864
Q2 2025 Reduced 5.02%
$142B
$6.86 Million 0.45% of portfolio
25,699
Q2 2025 Added 1.95%
$1.21T
$6.85 Million 0.45% of portfolio
38,880
Q2 2025 Added 22.93%
$94.7B
$6.54 Million 0.43% of portfolio
8,924
Q2 2025 Added 0.12%
$0
$6.13 Million 0.4% of portfolio
116,092
Q2 2025 Reduced 2.26%

Summary

  • Portfolio
  • No. of Stocks 413
  • Current Value $1.54 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 278 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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