Resonant Capital Advisors, LLC Incresed Positions in Q3 2024

Resonant Capital Advisors, LLC

  • $1.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
257K
+ 28.83%
$50.61 - $50.96 $13M - $13.1M
1.15M $58.6M
MEAR
Blackrock Short Maturity Munic

ETFs
261K
+ 30.33%
$49.99 - $50.34 $13M - $13.1M
1.12M $56.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5.83K
+ 4.33%
$520.18 - $576.82 $3.03M - $3.36M
141K $81.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
101K
+ 13.2%
$48.4 - $50.91 $4.9M - $5.16M
869K $44M
DSTL
ETF Ser Solution Distillate Us

ETFs
28.6K
+ 3.35%
$50.87 - $56.8 $1.46M - $1.63M
882K $50.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56K
+ 11.97%
$76.94 - $79.54 $4.31M - $4.46M
524K $41.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.3K
+ 4.33%
$57.32 - $62.65 $1.57M - $1.71M
658K $41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.08K
+ 3.05%
$105.53 - $118.34 $747K - $838K
239K $27.9M
FNDX
Schwab Fundamental U S Large C

ETFs
13.5K
+ 3.47%
$65.36 - $71.76 $884K - $970K
403K $28.9M
AAPL
Apple Inc.

Technology
3.75K
+ 4.83%
$207.23 - $234.82 $776K - $879K
81.2K $18.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.8K
+ 3.66%
$100.3 - $100.74 $2.49M - $2.5M
703K $70.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
89.1K
+ 295.48%
$24.78 - $25.11 $2.21M - $2.24M
119K $2.99M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
94.2K
+ 341.9%
$23.75 - $23.75 $2.24M - $2.24M
122K $2.89M
IEFA
Ishares Tr

ETFs
11.1K
+ 4.43%
$70.09 - $78.74 $779K - $875K
262K $20.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
86.4K
+ 338.24%
$23.63 - $24.42 $2.04M - $2.11M
112K $2.73M
SCHO
Schwab Short Term Us Treasury

ETFs
37.7K
+ 14.68%
$47.93 - $49.06 $1.81M - $1.85M
295K $14.4M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
8.14K
+ 3.85%
$65.4 - $72.79 $532K - $592K
219K $15.9M
IAU
Ishares Gold Trust

ETFs
5.85K
+ 2.44%
$44.06 - $50.5 $258K - $295K
245K $12.2M
RWK
Invesco Exchange Traded Fd Tr

ETFs
5.38K
+ 3.68%
$107.13 - $116.56 $576K - $627K
152K $17.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.98K
+ 3.15%
$80.13 - $88.89 $399K - $442K
163K $14.4M
FNDF
Schwab Fundamental Intl Large

ETFs
6.54K
+ 1.26%
$33.67 - $37.71 $220K - $247K
526K $19.7M
VIG
Vanguard Dividend Appreciation

ETFs
8.34K
+ 3.43%
$182.15 - $182.15 $1.52M - $1.52M
251K $45.8M
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.2K
+ 1.41%
$28.02 - $32.68 $174K - $203K
446K $14.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
18.2K
+ 10.93%
$51.58 - $53.79 $936K - $976K
184K $9.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
193
+ 0.91%
$405.19 - $478.57 $78.2K - $92.4K
21.5K $9.9M
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 12.15%
$453.41 - $572.44 $483K - $610K
9.83K $5.63M
PGR
Progressive Corp

Financial Services
15
+ 0.06%
$209.46 - $259.24 $3.14K - $3.89K
25.5K $6.47M
CRM
Salesforce, Inc.

Technology
3.76K
+ 109.45%
$238.42 - $276.53 $897K - $1.04M
7.2K $1.97M
ORCL
Oracle Corp

Technology
338
+ 1.15%
$125.9 - $170.35 $42.6K - $57.6K
29.7K $5.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.02K
+ 2.31%
$49.93 - $51.15 $451K - $462K
400K $20.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.55K
+ 5.72%
$54.98 - $59.51 $415K - $449K
140K $8.3M
COMB
Graniteshares ETF Tr Bloomber

ETFs
31.3K
+ 6.02%
$19.07 - $20.73 $597K - $649K
551K $11.3M
AXP
American Express CO

Financial Services
126
+ 0.74%
$225.92 - $271.17 $28.5K - $34.2K
17.1K $4.64M
AVGO
Broadcom Inc.

Technology
28.3K
+ 966.93%
$136.27 - $1745.86 $3.86M - $49.4M
31.2K $5.39M
TSLA
Tesla, Inc.

Consumer Cyclical
1.64K
+ 41.93%
$191.76 - $263.26 $315K - $433K
5.56K $1.46M
EBAY
Ebay Inc

Consumer Cyclical
1.57K
+ 3.18%
$52.61 - $65.44 $82.7K - $103K
51K $3.32M
LOW
Lowes Companies Inc

Consumer Cyclical
145
+ 1.23%
$213.3 - $270.78 $30.9K - $39.3K
11.9K $3.22M
MUB
Ishares National Muni Bond ETF

ETFs
3.68K
+ 3.31%
$106.13 - $108.7 $390K - $399K
115K $12.5M
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 1.57%
$245.82 - $304.51 $44.5K - $55.1K
11.7K $3.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
228
+ 0.76%
$57.22 - $80.08 $13K - $18.3K
30.3K $2.36M
ADP
Automatic Data Processing Inc

Industrials
115
+ 0.85%
$233.44 - $279.45 $26.8K - $32.1K
13.6K $3.76M
ABBV
Abb Vie Inc.

Healthcare
931
+ 6.86%
$163.84 - $199.33 $153K - $186K
14.5K $2.87M
JNJ
Johnson & Johnson

Healthcare
728
+ 2.89%
$145.48 - $167.38 $106K - $122K
25.9K $4.2M
SPGI
S&P Global Inc.

Financial Services
263
+ 4.98%
$446.32 - $527.38 $117K - $139K
5.55K $2.87M
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 0.33%
$156.14 - $187.2 $8.74K - $10.5K
17K $3.15M
MA
Mastercard Inc

Financial Services
412
+ 7.96%
$429.6 - $500.99 $177K - $206K
5.59K $2.76M
CSCO
Cisco Systems, Inc.

Technology
910
+ 1.5%
$44.74 - $53.22 $40.7K - $48.4K
61.6K $3.28M
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
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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