Resonant Capital Advisors, LLC Purchases in Q1 2025

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
1.68K
+ 3.38%
$53.9 - $63.11 $90.3K - $106K
51.2K $3.12M
SONY
Sony Group Corp

Technology
12.1K
New
$19.88 - $25.64 $241K - $311K
12.1K $308K
PM
Philip Morris International Inc.

Consumer Defensive
707
+ 14.09%
$117.15 - $158.79 $82.8K - $112K
5.72K $908K
ASML
Asml Holding Nv

Technology
477
+ 132.5%
$662.63 - $776.99 $316K - $371K
837 $554K
UBER
Uber Technologies, Inc

Technology
4.15K
New
$63.17 - $81.49 $262K - $338K
4.15K $302K
HCA
Hca Healthcare, Inc.

Healthcare
837
New
$296.7 - $345.55 $248K - $289K
837 $289K
ADP
Automatic Data Processing Inc

Industrials
366
+ 2.69%
$286.85 - $318.64 $105K - $117K
14K $4.26M
ABT
Abbott Laboratories

Healthcare
154
+ 1.14%
$111.1 - $140.22 $17.1K - $21.6K
13.7K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.77K
+ 3.27%
$51.52 - $52.37 $194K - $197K
119K $6.22M
SPOT
Spotify Technology S.A.

Communication Services
471
New
$457.79 - $648.32 $216K - $305K
471 $259K
MU
Micron Technology Inc

Technology
2.84K
New
$86.89 - $109.38 $247K - $311K
2.84K $246K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.14K
+ 6.16%
$49.69 - $50.76 $256K - $261K
88.6K $4.43M
SO
Southern CO

Utilities
2.66K
New
$80.96 - $92.96 $215K - $247K
2.66K $244K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.2K
+ 13.2%
$34.14 - $37.91 $177K - $197K
44.6K $1.59M
UNH
Unitedhealth Group Inc

Healthcare
365
+ 13.88%
$461.52 - $548.18 $168K - $200K
3K $1.57M
TRV
Travelers Companies, Inc.

Financial Services
902
New
$232.43 - $265.13 $210K - $239K
902 $238K
WRB
Berkley W R Corp

Financial Services
84
+ 0.46%
$56.7 - $71.27 $4.76K - $5.99K
18.4K $1.31M
AZN
Astrazeneca PLC

Healthcare
3.17K
New
$65.37 - $77.96 $207K - $247K
3.17K $233K
SHEL
Shell PLC

Energy
2.43K
+ 52.41%
$62.84 - $73.29 $153K - $178K
7.07K $518K
RWM
Proshares Short Russell2000

ETFs
10.9K
New
$18.05 - $21.08 $196K - $229K
10.9K $225K
INTC
Intel Corp

Technology
9.83K
New
$19.1 - $27.39 $188K - $269K
9.83K $223K
SJM
J M Smucker CO

Consumer Defensive
952
+ 7.12%
$100.41 - $118.41 $95.6K - $113K
14.3K $1.7M
DFS
Discover Financial Services

Financial Services
1.3K
New
$152.99 - $203.25 $199K - $264K
1.3K $221K
ITW
Illinois Tool Works Inc

Industrials
890
New
$244.9 - $274.48 $218K - $244K
890 $220K
MELI
Mercadolibre Inc

Consumer Cyclical
113
New
$1739.0 - $2260.0 $197K - $255K
113 $220K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.3K
New
$19.43 - $19.62 $219K - $221K
11.3K $220K
AMAT
Applied Materials Inc

Technology
1.5K
New
$145.06 - $195.51 $217K - $293K
1.5K $217K
AJG
Arthur J. Gallagher & Co.

Financial Services
629
New
$275.89 - $345.24 $174K - $217K
629 $217K
CI
Cigna Corp

Healthcare
520
+ 61.25%
$274.49 - $329.0 $143K - $171K
1.37K $450K
BRO
Brown & Brown, Inc.

Financial Services
54
+ 0.58%
$100.54 - $124.4 $5.43K - $6.72K
9.39K $1.17M
ES
Eversource Energy

Utilities
3.47K
New
$55.63 - $63.8 $193K - $221K
3.47K $215K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.04K
+ 7.47%
$37.07 - $40.63 $150K - $164K
58.1K $2.29M
CME
Cme Group Inc.

Financial Services
795
New
$225.82 - $266.54 $180K - $212K
795 $210K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.81K
New
$72.7 - $84.32 $205K - $237K
2.81K $210K
NVDA
Nvidia Corp

Technology
18.4K
+ 26.69%
$106.98 - $149.43 $1.97M - $2.75M
87.3K $9.47M
RTX
Raytheon Technologies Corp

Industrials
433
+ 4.78%
$114.1 - $135.66 $49.4K - $58.7K
9.5K $1.26M
EOG
Eog Resources Inc

Energy
685
+ 3.23%
$120.54 - $138.05 $82.6K - $94.6K
21.9K $2.81M
CVS
Cvs Health Corp

Healthcare
3.06K
New
$44.22 - $68.64 $135K - $210K
3.06K $207K
JLL
Jones Lang Lasalle Inc

Real Estate
838
New
$238.0 - $284.76 $199K - $239K
838 $207K
TMUS
T Mobile Us, Inc.

Communication Services
515
+ 34.61%
$211.3 - $272.83 $109K - $141K
2K $534K
ECL
Ecolab Inc.

Basic Materials
814
New
$229.72 - $269.82 $187K - $220K
814 $206K
KO
Coca Cola CO

Consumer Defensive
1.84K
+ 23.23%
$60.81 - $72.32 $112K - $133K
9.74K $697K
AIG
American International Group, Inc.

Financial Services
2.36K
New
$70.5 - $86.94 $166K - $205K
2.36K $204K
WES
Western Midstream Partners, LP

Energy
5K
New
$37.87 - $42.89 $189K - $214K
5K $204K
META
Meta Platforms, Inc.

Communication Services
595
+ 5.75%
$576.36 - $736.67 $343K - $438K
10.9K $6.3M
MSTR
Microstrategy Inc

Technology
711
New
$239.27 - $396.5 $170K - $282K
711 $204K
RSG
Republic Services, Inc.

Industrials
839
New
$200.09 - $242.16 $168K - $203K
839 $203K
CCI
Crown Castle International Corp

Real Estate
1.94K
New
$84.33 - $106.39 $163K - $206K
1.94K $201K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.2K
+ 1.33%
$57.44 - $59.4 $69K - $71.4K
91.6K $5.44M
Activity Summary
Buys All Purchases 282 New Holdings 33 Increased Positions 249 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email