Resonant Capital Advisors, LLC Incresed Positions in Q3 2025

Resonant Capital Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
44.8K
+ 28.35%
$620.67 - $670.08 $27.8M - $30M
203K $136M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
200K
+ 32.05%
$78.96 - $80.04 $15.8M - $16M
823K $65.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
306K
+ 13.07%
$24.69 - $25.26 $7.56M - $7.74M
2.65M $66.6M
MEAR
Blackrock Short Maturity Munic

ETFs
140K
+ 11.32%
$50.17 - $50.56 $7M - $7.06M
1.37M $69.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
129K
+ 9.96%
$50.81 - $51.07 $6.54M - $6.57M
1.42M $72.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
108K
+ 19.68%
$48.5 - $50.19 $5.25M - $5.43M
658K $32.9M
AAPL
Apple Inc.

Technology
3.04K
+ 3.29%
$202.38 - $256.87 $614K - $780K
95.3K $24.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46.2K
+ 6.64%
$62.09 - $66.51 $2.87M - $3.07M
742K $48.4M
IEFA
Ishares Tr

ETFs
41.3K
+ 11.37%
$81.7 - $87.53 $3.38M - $3.62M
405K $35.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.7K
+ 7.46%
$108.46 - $120.63 $2.02M - $2.25M
269K $31.9M
VTI
Vanguard Total Stock Market Et

ETFs
10.6K
+ 62.82%
$303.93 - $329.86 $3.22M - $3.49M
27.4K $9M
MUB
Ishares National Muni Bond ETF

ETFs
32.7K
+ 22.69%
$103.24 - $106.68 $3.37M - $3.49M
177K $18.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35.9K
+ 8.59%
$100.37 - $100.74 $3.61M - $3.62M
454K $45.7M
NVDA
Nvidia Corp

Technology
585
+ 0.54%
$153.3 - $186.58 $89.7K - $109K
109K $20.4M
FNDX
Schwab Fundamental U S Large C

ETFs
21.2K
+ 1.6%
$24.38 - $26.34 $517K - $558K
1.34M $35.3M
GOOGL
Alphabet Inc.

Communication Services
544
+ 1.4%
$174.36 - $254.72 $94.9K - $139K
39.4K $9.58M
FNDA
Schwab Fundamental U S Small C

ETFs
11.9K
+ 1.33%
$28.75 - $31.93 $342K - $379K
903K $28.1M
FNDF
Schwab Fundamental Intl Large

ETFs
6.73K
+ 0.98%
$39.84 - $43.15 $268K - $290K
691K $29.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.59K
+ 0.8%
$33.13 - $36.31 $152K - $166K
576K $20.8M
COMB
Graniteshares ETF Tr Bloomber

ETFs
57.4K
+ 8.75%
$20.58 - $21.88 $1.18M - $1.26M
714K $15.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
325
+ 140.09%
$5364.25 - $5815.92 $1.74M - $1.89M
557 $3.01M
XLE
Energy Sector Spdr

ETFs
7.56K
+ 3.73%
$84.25 - $91.99 $637K - $695K
210K $18.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
60.4K
+ 32.31%
N/A
247K $5.87M
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 5.63%
$155.17 - $185.42 $262K - $313K
31.6K $5.87M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
22.6K
+ 10.46%
$47.18 - $48.17 $1.07M - $1.09M
239K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 0.27%
$293.94 - $444.72 $6.76K - $10.2K
8.58K $3.81M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
41.8K
+ 79.87%
$25.24 - $25.56 $1.05M - $1.07M
94K $2.4M
IEMG
Ishares Inc

ETFs
19.3K
+ 6.14%
N/A
333K $17.9M
VST
Vistra Corp.

Utilities
5.27K
+ 417.61%
$182.0 - $217.92 $958K - $1.15M
6.53K $1.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.84K
+ 71.95%
$420.11 - $472.68 $772K - $868K
4.39K $2.06M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12.1K
+ 5.0%
$86.07 - $90.74 $1.04M - $1.1M
255K $22.8M
AZO
Autozone Inc

Consumer Cyclical
39
+ 2.97%
$3649.42 - $4354.54 $142K - $170K
1.35K $5.8M
IBDV
Ishares Tr

Technology
41.4K
+ 138.64%
$21.75 - $22.22 $901K - $920K
71.3K $1.58M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
39.1K
+ 108.76%
$23.13 - $23.54 $903K - $919K
75K $1.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 9.13%
$55.61 - $57.37 $831K - $857K
179K $10.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
35.6K
+ 19.16%
$24.14 - $24.34 $858K - $865K
221K $5.38M
EA
Electronic Arts Inc.

Communication Services
653
+ 3.76%
$147.79 - $202.05 $96.5K - $132K
18K $3.64M
USB
Us Bancorp \De\

Financial Services
12.3K
+ 22.48%
$43.94 - $50.41 $539K - $618K
66.8K $3.23M
CVX
Chevron Corp

Energy
1.89K
+ 5.04%
$145.57 - $161.83 $275K - $306K
39.4K $6.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.53K
+ 339.6%
$192.76 - $203.86 $679K - $719K
4.56K $928K
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.32%
$184.85 - $231.54 $9.24K - $11.6K
15.6K $3.61M
ICSH
Blackrock Ultra Short Term Bon

ETFs
11.8K
+ 6.41%
$50.52 - $50.75 $597K - $600K
196K $9.97M
LOW
Lowes Companies Inc

Consumer Cyclical
801
+ 6.24%
$215.01 - $273.02 $172K - $219K
13.6K $3.43M
PEP
Pepsico Inc

Consumer Defensive
2.41K
+ 11.69%
$133.81 - $152.16 $322K - $366K
23K $3.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 1.01%
$459.11 - $506.91 $107K - $118K
23.2K $11.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.48K
+ 5.02%
$50.47 - $50.74 $478K - $481K
198K $10.1M
MCK
Mckesson Corp

Healthcare
114
+ 1.28%
$659.01 - $772.54 $75.1K - $88.1K
9.04K $6.98M
APP
App Lovin Corp

Technology
9
+ 0.76%
$335.1 - $718.54 $3.02K - $6.47K
1.19K $857K
XOM
Exxon Mobil Corp

Energy
1.39K
+ 2.57%
$105.83 - $117.22 $148K - $163K
55.6K $6.27M
Activity Summary
Buys All Purchases 254 New Holdings 46 Increased Positions 208 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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