Resonant Capital Advisors, LLC Purchases in Q3 2024

Resonant Capital Advisors, LLC

  • $1.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
157
+ 0.16%
$41.02 - $46.01 $6.44K - $7.22K
97.4K $4.43M
VTI
Vanguard Total Stock Market Et

ETFs
392
+ 2.27%
$255.18 - $283.2 $100K - $111K
17.7K $5.01M
UNH
Unitedhealth Group Inc

Healthcare
361
+ 16.22%
$488.01 - $604.18 $176K - $218K
2.59K $1.51M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.8K
+ 40.95%
$20.47 - $20.71 $344K - $348K
57.9K $1.19M
V
Visa Inc.

Financial Services
371
+ 1.92%
$253.74 - $291.56 $94.1K - $108K
19.7K $5.42M
NVDA
Nvidia Corp

Technology
3.92K
+ 6.1%
$98.91 - $134.91 $388K - $529K
68.2K $8.28M
UL
Unilever PLC

Consumer Defensive
5.18K
New
$54.7 - $65.59 $284K - $340K
5.18K $336K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.3%
$333.64 - $405.2 $5.34K - $6.48K
5.41K $2.19M
JPM
Jpmorgan Chase & CO

Financial Services
246
+ 0.76%
$194.9 - $224.8 $47.9K - $55.3K
32.6K $6.87M
CTAS
Cintas Corp

Industrials
1.58K
New
$201.38 - $819.83 $318K - $1.29M
1.58K $324K
IEMG
Ishares Inc

ETFs
5.21K
+ 2.28%
$53.64 - $53.64 $279K - $279K
233K $12.5M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
13.2K
+ 5.87%
$19.01 - $20.7 $251K - $274K
238K $4.87M
WMT
Walmart Inc.

Consumer Defensive
1.87K
+ 18.75%
$66.91 - $81.4 $125K - $152K
11.8K $954K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.35K
+ 2.19%
$50.25 - $50.74 $219K - $221K
203K $10.3M
JLL
Jones Lang Lasalle Inc

Real Estate
922
New
$198.7 - $272.0 $183K - $251K
922 $248K
LMT
Lockheed Martin Corp

Industrials
423
New
$460.3 - $584.56 $195K - $247K
423 $247K
AMT
American Tower Corp

Real Estate
1.05K
New
$192.27 - $242.73 $202K - $255K
1.05K $244K
EXAS
Exact Sciences Corp

Healthcare
3.59K
New
$42.43 - $70.83 $152K - $254K
3.59K $244K
JCI
Johnson Controls International PLC

Industrials
3.07K
New
$65.52 - $77.61 $201K - $239K
3.07K $238K
GWW
W.W. Grainger, Inc.

Industrials
227
New
$896.19 - $1044.18 $203K - $237K
227 $235K
NI
Nisource Inc.

Utilities
6.74K
New
$28.54 - $34.64 $192K - $233K
6.74K $233K
EXC
Exelon Corp

Utilities
5.72K
New
$34.24 - $40.55 $196K - $232K
5.72K $232K
UBER
Uber Technologies, Inc

Technology
3.08K
New
$58.48 - $77.47 $180K - $238K
3.08K $231K
WTW
Willis Towers Watson PLC

Financial Services
787
New
$257.34 - $294.53 $203K - $232K
787 $231K
QLYS
Qualys, Inc.

Technology
1.78K
New
$120.88 - $149.14 $215K - $266K
1.78K $228K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.54K
+ 1.8%
$50.32 - $50.75 $178K - $180K
200K $10.2M
XOM
Exxon Mobil Corp

Energy
973
+ 2.02%
$109.72 - $119.0 $107K - $116K
49.2K $5.76M
FIS
Fidelity National Information Services, Inc.

Technology
2.57K
New
$72.8 - $85.04 $187K - $219K
2.57K $215K
DEO
Diageo PLC

Consumer Defensive
1.52K
New
$120.02 - $140.77 $182K - $214K
1.52K $212K
INTU
Intuit Inc

Technology
339
New
$602.97 - $670.49 $204K - $227K
339 $210K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.36K
New
$77.22 - $89.49 $182K - $211K
2.36K $210K
BX
Blackstone Inc.

Financial Services
1.38K
New
$120.77 - $159.66 $166K - $220K
1.38K $210K
LSCC
Lattice Semiconductor Corp

Technology
3.91K
New
$41.64 - $62.95 $163K - $246K
3.91K $207K
ES
Eversource Energy

Utilities
3.05K
New
$56.52 - $68.38 $172K - $208K
3.05K $207K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.09K
New
$173.36 - $189.8 $188K - $206K
1.09K $206K
DHI
Horton D R Inc

Consumer Cyclical
1.08K
New
$135.21 - $197.06 $146K - $213K
1.08K $205K
DE
Deere & CO

Industrials
492
New
$344.84 - $418.0 $170K - $206K
492 $205K
BBY
Best Buy CO Inc

Consumer Cyclical
1.96K
New
$80.23 - $103.29 $157K - $202K
1.96K $202K
RTX
Raytheon Technologies Corp

Industrials
156
+ 1.76%
$99.55 - $123.34 $15.5K - $19.2K
9.02K $1.09M
HCA
Hca Healthcare, Inc.

Healthcare
493
New
$315.12 - $406.43 $155K - $200K
493 $200K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
94
+ 10.16%
$1015.62 - $1159.62 $95.5K - $109K
1.02K $1.17M
CARR
Carrier Global Corp

Industrials
206
+ 2.1%
$61.9 - $80.88 $12.8K - $16.7K
10K $807K
IBM
International Business Machines Corp

Technology
167
+ 5.5%
$175.1 - $223.38 $29.2K - $37.3K
3.21K $708K
GE
General Electric CO

Industrials
399
+ 11.36%
$156.66 - $189.66 $62.5K - $75.7K
3.91K $737K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.25K
+ 25.5%
$24.62 - $25.59 $154K - $160K
30.7K $784K
PANW
Palo Alto Networks Inc

Technology
458
+ 6.29%
$294.18 - $368.01 $135K - $169K
7.74K $2.64M
XLU
Utilities Sector Spdr

ETFs
13
+ 0.1%
$67.67 - $80.78 $880 - $1.05K
13.5K $1.09M
NTRS
Northern Trust Corp

Financial Services
453
+ 2.19%
$82.48 - $92.62 $37.4K - $42K
21.1K $1.9M
ABT
Abbott Laboratories

Healthcare
283
+ 2.16%
$100.07 - $118.13 $28.3K - $33.4K
13.4K $1.53M
Activity Summary
Buys All Purchases 236 New Holdings 32 Increased Positions 204 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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