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
BK
Bank Of New York Mellon Corp

Financial Services
400
+ 8.61%
$75.42 - $88.95 $30.2K - $35.6K
5.05K $423K
F
Ford Motor CO

Consumer Cyclical
6.33K
+ 46.38%
$9.12 - $10.43 $57.7K - $66K
20K $200K
OTIS
Otis Worldwide Corp

Industrials
246
+ 7.12%
$90.77 - $104.01 $22.3K - $25.6K
3.7K $381K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
54
+ 0.3%
$114.57 - $118.14 $6.19K - $6.38K
18.3K $2.16M
WMB
Williams Companies, Inc.

Energy
383
+ 7.14%
$54.02 - $61.09 $20.7K - $23.4K
5.74K $343K
LBRDK
Liberty Broadband Corp

Communication Services
126
+ 3.1%
$73.49 - $88.64 $9.26K - $11.2K
4.2K $356K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.08K
+ 1.17%
N/A
179K $4.26M
EPD
Enterprise Products Partners L.P.

Energy
750
+ 9.38%
$31.75 - $34.14 $23.8K - $25.6K
8.75K $298K
GWW
W.W. Grainger, Inc.

Industrials
64
+ 26.89%
$953.54 - $1132.42 $61K - $72.5K
302 $298K
EEM
Ishares Msci Emerging Markets

ETFs
458
+ 3.45%
$40.81 - $45.34 $18.7K - $20.8K
13.7K $600K
FTNT
Fortinet, Inc.

Technology
403
+ 14.8%
$92.49 - $114.57 $37.3K - $46.2K
3.13K $300K
UNP
Union Pacific Corp

Industrials
110
+ 5.7%
$225.21 - $254.42 $24.8K - $28K
2.04K $482K
ALL
Allstate Corp

Financial Services
76
+ 4.08%
$180.99 - $210.18 $13.8K - $16K
1.94K $401K
JCI
Johnson Controls International PLC

Industrials
466
+ 13.64%
$76.12 - $90.6 $35.5K - $42.2K
3.88K $310K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.01K
+ 2.28%
$24.79 - $25.26 $25K - $25.5K
45.1K $1.14M
ACGL
Arch Capital Group Ltd.

Financial Services
113
+ 1.72%
$88.13 - $96.94 $9.96K - $11K
6.67K $641K
UHS
Universal Health Services Inc

Healthcare
43
+ 1.28%
$163.99 - $193.27 $7.05K - $8.31K
3.39K $637K
NI
Nisource Inc.

Utilities
277
+ 3.86%
$35.57 - $41.23 $9.85K - $11.4K
7.45K $298K
NTRS
Northern Trust Corp

Financial Services
1.17K
+ 5.54%
$96.09 - $113.81 $113K - $133K
22.4K $2.21M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.11K
+ 5.82%
$22.61 - $23.14 $25K - $25.6K
20.1K $464K
INTU
Intuit Inc

Technology
59
+ 13.85%
$555.63 - $630.23 $32.8K - $37.2K
485 $297K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 2.86%
$306.61 - $340.78 $7.05K - $7.84K
827 $279K
DFIV
Dimensional ETF Tr

ETFs
3
+ 0.04%
$35.33 - $40.77 $106 - $122
6.91K $271K
ZTS
Zoetis Inc.

Healthcare
141
+ 7.34%
$156.48 - $175.67 $22.1K - $24.8K
2.06K $339K
VRSK
Verisk Analytics, Inc.

Industrials
16
+ 1.7%
$268.63 - $301.33 $4.3K - $4.82K
959 $285K
LMT
Lockheed Martin Corp

Industrials
95
+ 22.3%
$423.19 - $506.29 $40.2K - $48.1K
521 $232K
LNT
Alliant Energy Corp

Utilities
73
+ 1.84%
$56.66 - $66.04 $4.14K - $4.82K
4.03K $259K
XYL
Xylem Inc.

Industrials
110
+ 4.83%
$114.02 - $132.04 $12.5K - $14.5K
2.39K $285K
DVY
Ishares Tr

ETFs
7
+ 0.1%
$128.58 - $138.1 $900 - $967
7.01K $940K
STLD
Steel Dynamics Inc

Basic Materials
187
+ 5.84%
N/A
3.39K $332K
FISV
Fiserv Inc

Technology
127
+ 4.45%
N/A
2.98K $372K
GGG
Graco Inc

Industrials
202
+ 5.55%
$80.53 - $87.54 $16.3K - $17.7K
3.84K $320K
C
Citigroup Inc

Financial Services
168
+ 4.67%
$67.23 - $84.63 $11.3K - $14.2K
3.76K $267K
MRK
Merck & Co., Inc.

Healthcare
1.11K
+ 12.41%
$83.01 - $101.02 $92.2K - $112K
10.1K $903K
GS
Goldman Sachs Group Inc

Financial Services
58
+ 8.0%
$524.81 - $672.19 $30.4K - $39K
783 $427K
PEP
Pepsico Inc

Consumer Defensive
370
+ 1.75%
$142.64 - $156.42 $52.8K - $57.9K
21.5K $3.22M
CYBR
Cyber Ark Software Ltd.

Technology
21
+ 3.07%
$312.8 - $414.31 $6.57K - $8.7K
706 $238K
CPNG
Coupang, Inc.

Consumer Cyclical
476
+ 4.22%
$21.34 - $25.52 $10.2K - $12.1K
11.8K $258K
WMT
Walmart Inc.

Consumer Defensive
454
+ 3.64%
$84.5 - $105.05 $38.4K - $47.7K
12.9K $1.14M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
94
+ 11.55%
$221.78 - $273.45 $20.8K - $25.7K
908 $206K
CSL
Carlisle Companies Inc

Industrials
75
+ 10.12%
$326.43 - $408.24 $24.5K - $30.6K
816 $277K
OMC
Omnicom Group Inc.

Communication Services
259
+ 4.42%
$79.43 - $88.34 $20.6K - $22.9K
6.12K $507K
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 7.85%
$4295.4 - $5141.88 $64.4K - $77.1K
206 $949K
Core Natural Resources Inc
3.19K
New
N/A
3.19K $0
DSMC
ETF Ser Solutions Distillate S
16.6K
+ 5.74%
N/A
306K $0
Proshares Tr
6.13K
New
N/A
6.13K $0
Ge Healthcare Technologies I
2.74K
New
N/A
2.74K $0
Te Connectivity PLC
685
+ 12.21%
N/A
6.3K $0
Blackrock Inc
17
+ 2.84%
N/A
615 $0
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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