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
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
134
+ 2.64%
$80.4 - $106.5 $10.8K - $14.3K
5.22K $419K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
55
+ 3.49%
$314.47 - $431.35 $17.3K - $23.7K
1.63K $597K
WSM
Williams Sonoma Inc

Consumer Cyclical
32
+ 0.92%
$158.1 - $217.71 $5.06K - $6.97K
3.51K $554K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.16%
$360.07 - $417.26 $1.44K - $1.67K
2.56K $923K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.28K
+ 3.82%
$58.81 - $68.2 $75.4K - $87.4K
34.9K $2.08M
PFE
Pfizer Inc

Healthcare
751
+ 0.68%
$25.01 - $27.13 $18.8K - $20.4K
111K $2.82M
LOW
Lowes Companies Inc

Consumer Cyclical
168
+ 1.4%
$222.66 - $268.42 $37.4K - $45.1K
12.1K $2.83M
SPMD
Spdr Portfolio

ETFs
3.29K
+ 3.9%
$50.21 - $57.73 $165K - $190K
87.5K $4.48M
BAH
Booz Allen Hamilton Holding Corp

Industrials
158
+ 2.57%
$102.72 - $143.06 $16.2K - $22.6K
6.32K $660K
IT
Gartner Inc

Technology
36
+ 1.57%
$418.25 - $548.38 $15.1K - $19.7K
2.32K $975K
NOW
Service Now, Inc.

Technology
15
+ 2.65%
$783.83 - $1170.39 $11.8K - $17.6K
581 $462K
PANW
Palo Alto Networks Inc

Technology
150
+ 0.96%
$167.82 - $208.28 $25.2K - $31.2K
15.8K $2.69M
DECK
Deckers Outdoor Corp

Consumer Cyclical
384
+ 15.95%
$111.56 - $223.11 $42.8K - $85.7K
2.79K $312K
RHI
Robert Half International Inc.

Industrials
1.3K
+ 8.24%
$51.96 - $71.3 $67.5K - $92.7K
17.1K $931K
PNC
Pnc Financial Services Group, Inc.

Financial Services
273
+ 1.61%
$168.84 - $202.89 $46.1K - $55.4K
17.2K $3.03M
DHR
Danaher Corp

Healthcare
342
+ 2.51%
$201.62 - $250.59 $69K - $85.7K
14K $2.87M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.76K
+ 3.66%
$40.03 - $46.81 $150K - $176K
107K $4.34M
DIS
Walt Disney CO

Communication Services
113
+ 0.43%
$96.87 - $114.0 $10.9K - $12.9K
26.1K $2.58M
CRM
Salesforce, Inc.

Technology
569
+ 7.15%
$268.36 - $359.95 $153K - $205K
8.53K $2.29M
RWK
Invesco Exchange Traded Fd Tr

ETFs
7.83K
+ 5.06%
$106.43 - $123.29 $833K - $965K
163K $17.5M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
9.49K
+ 4.19%
$68.32 - $78.49 $648K - $745K
236K $16.5M
ACN
Accenture PLC

Technology
49
+ 0.39%
$300.91 - $398.25 $14.7K - $19.5K
12.7K $3.97M
IVV
Ishares Core S&P 500 ETF

ETFs
5.94K
+ 4.15%
$554.06 - $615.85 $3.29M - $3.66M
149K $83.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
345
+ 1.13%
$65.15 - $91.81 $22.5K - $31.7K
31K $2.02M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 4.64%
$154.33 - $206.19 $217K - $289K
31.6K $4.89M
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 5.29%
$190.26 - $242.06 $451K - $573K
47.2K $8.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.5K
+ 3.54%
$57.21 - $65.8 $1.35M - $1.55M
689K $40.2M
FNDA
Schwab Fundamental U S Small C

ETFs
18.9K
+ 2.19%
$26.87 - $30.99 $507K - $585K
879K $24.1M
MSFT
Microsoft Corp

Technology
580
+ 1.54%
$375.39 - $447.2 $218K - $259K
38.2K $14.3M
AAPL
Apple Inc.

Technology
2.15K
+ 2.69%
$209.68 - $247.1 $451K - $532K
82.1K $18.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.47K
+ 2.68%
$102.49 - $119.96 $663K - $776K
248K $26M
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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