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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
183
+ 14.44%
$402.49 - $513.76 $73.7K - $94K
1.45K $702K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.26K
+ 3.64%
$23.9 - $24.18 $149K - $151K
178K $4.31M
GE
General Electric CO

Industrials
295
+ 7.92%
$168.59 - $212.13 $49.7K - $62.6K
4.02K $804K
CAH
Cardinal Health Inc

Healthcare
32
+ 0.37%
$118.02 - $137.77 $3.78K - $4.41K
8.73K $1.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 0.1%
$48.65 - $53.06 $2.19K - $2.39K
43.5K $2.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.44K
+ 18.45%
$56.12 - $68.15 $80.8K - $98.1K
9.24K $626K
MPC
Marathon Petroleum Corp

Energy
187
+ 0.92%
$134.72 - $159.03 $25.2K - $29.7K
20.6K $3M
OKTA
Okta, Inc.

Technology
411
+ 10.21%
$78.83 - $116.72 $32.4K - $48K
4.44K $466K
NFLX
Netflix Inc

Communication Services
59
+ 2.76%
$828.4 - $1058.6 $48.9K - $62.5K
2.19K $2.05M
NVS
Novartis Ag

Healthcare
913
+ 34.12%
$97.14 - $115.57 $88.7K - $106K
3.59K $400K
SCHW
Schwab Charles Corp

Financial Services
7
+ 0.02%
$71.24 - $83.64 $499 - $585
32.5K $2.54M
MO
Altria Group, Inc.

Consumer Defensive
1.44K
+ 21.88%
$50.81 - $60.02 $73K - $86.2K
8K $480K
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 9.26%
$37.81 - $46.49 $48.5K - $59.7K
15.2K $687K
TTE
Total Energies Se

Energy
1.94K
+ 45.86%
N/A
6.18K $423K
QCOM
Qualcomm Inc

Technology
848
+ 3.05%
$151.94 - $175.86 $129K - $149K
28.7K $4.4M
SYK
Stryker Corp

Healthcare
31
+ 0.34%
$355.18 - $399.9 $11K - $12.4K
9.23K $3.43M
ICE
Intercontinental Exchange, Inc.

Financial Services
297
+ 9.96%
$142.8 - $176.36 $42.4K - $52.4K
3.28K $565K
EXPD
Expeditors International Of Washington Inc

Industrials
383
+ 5.01%
$109.09 - $126.48 $41.8K - $48.4K
8.03K $965K
FAST
Fastenal CO

Industrials
467
+ 3.27%
$71.11 - $79.98 $33.2K - $37.4K
14.7K $1.14M
SAP
Sap Se

Technology
260
+ 16.25%
$241.4 - $293.69 $62.8K - $76.4K
1.86K $499K
MKL
Markel Corp

Financial Services
7
+ 1.08%
$1660.14 - $2059.83 $11.6K - $14.4K
654 $1.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.43K
+ 32.57%
$27.01 - $28.54 $92.7K - $97.9K
14K $390K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.38K
+ 18.28%
$78.0 - $84.37 $108K - $117K
8.94K $713K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.96K
+ 39.83%
$25.1 - $25.34 $99.5K - $100K
13.9K $351K
BSX
Boston Scientific Corp

Healthcare
486
+ 11.19%
$89.38 - $106.18 $43.4K - $51.6K
4.83K $487K
CB
Chubb LTD

Financial Services
173
+ 10.32%
$257.71 - $301.99 $44.6K - $52.2K
1.85K $558K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
7.08K
+ 33.2%
$10.62 - $11.83 $75.2K - $83.7K
28.4K $329K
SPGI
S&P Global Inc.

Financial Services
74
+ 1.33%
$478.26 - $543.77 $35.4K - $40.2K
5.65K $2.87M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
218
+ 17.32%
$208.48 - $244.03 $45.4K - $53.2K
1.48K $360K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.73K
+ 17.8%
$11.66 - $14.98 $43.5K - $55.9K
24.7K $336K
PLTR
Palantir Technologies Inc.

Technology
751
+ 23.65%
$64.98 - $124.62 $48.8K - $93.6K
3.93K $331K
WM
Waste Management Inc

Industrials
213
+ 15.51%
$200.54 - $233.78 $42.7K - $49.8K
1.59K $367K
UL
Unilever PLC

Consumer Defensive
1.21K
+ 21.83%
$54.72 - $60.29 $66.3K - $73.1K
6.76K $402K
ING
Ing Groep Nv

Financial Services
1.97K
+ 16.27%
$15.51 - $20.74 $30.5K - $40.8K
14.1K $275K
HLN
Haleon PLC

Healthcare
6.93K
+ 33.43%
$9.02 - $10.67 $62.5K - $74K
27.7K $284K
GD
General Dynamics Corp

Industrials
267
+ 21.87%
$241.94 - $272.58 $64.6K - $72.8K
1.49K $405K
AEM
Agnico Eagle Mines LTD

Basic Materials
20
+ 0.75%
$79.66 - $108.41 $1.59K - $2.17K
2.68K $290K
COP
Conocophillips

Energy
573
+ 16.14%
$88.6 - $105.85 $50.8K - $60.7K
4.12K $433K
EXEL
Exelixis, Inc.

Healthcare
752
+ 5.31%
$32.38 - $39.16 $24.3K - $29.4K
14.9K $550K
FNDB
Schwab Fundamental U S Broad M

ETFs
4.35K
+ 5.16%
$22.52 - $24.48 $97.8K - $106K
88.5K $2.04M
AMT
American Tower Corp

Real Estate
187
+ 16.8%
$173.46 - $217.6 $32.4K - $40.7K
1.3K $282K
DE
Deere & CO

Industrials
109
+ 20.53%
$408.57 - $509.27 $44.5K - $55.5K
640 $300K
EA
Electronic Arts Inc.

Communication Services
708
+ 4.43%
$116.53 - $146.29 $82.5K - $104K
16.7K $2.41M
NEE
Nextera Energy Inc

Utilities
1.11K
+ 19.0%
$66.96 - $76.16 $74.3K - $84.5K
6.95K $492K
CTAS
Cintas Corp

Industrials
183
+ 11.61%
$182.09 - $208.14 $33.3K - $38.1K
1.76K $361K
TDG
Trans Digm Group Inc

Industrials
13
+ 2.81%
$1251.32 - $1394.11 $16.3K - $18.1K
475 $657K
VDE
Vanguard Energy ETF

ETFs
115
+ 1.74%
$119.14 - $132.76 $13.7K - $15.3K
6.74K $874K
EXC
Exelon Corp

Utilities
267
+ 3.84%
$37.3 - $46.08 $9.96K - $12.3K
7.22K $332K
UPS
United Parcel Service Inc

Industrials
2.24K
+ 20.23%
$109.66 - $136.26 $245K - $305K
13.3K $1.46M
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
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