Resonant Capital Advisors, LLC Incresed Positions in Q1 2025

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
180K
+ 17.14%
$49.97 - $50.36 $9.01M - $9.08M
1.23M $61.9M
IEFA
Ishares Tr

ETFs
83.7K
+ 31.48%
$69.57 - $78.65 $5.82M - $6.58M
350K $26.4M
FNDF
Schwab Fundamental Intl Large

ETFs
147K
+ 28.04%
$32.9 - $37.45 $4.83M - $5.5M
670K $24.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
68.3K
+ 40.9%
$78.97 - $85.82 $5.39M - $5.86M
235K $19.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
108K
+ 9.23%
$50.72 - $50.92 $5.49M - $5.51M
1.28M $65.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
164K
+ 8.14%
$24.05 - $24.86 $3.95M - $4.08M
2.18M $54.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
113K
+ 25.39%
$28.11 - $32.0 $3.19M - $3.63M
560K $17.3M
IEMG
Ishares Inc

ETFs
66.6K
+ 28.14%
N/A
303K $16.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
67.4K
+ 15.08%
$49.25 - $50.66 $3.32M - $3.41M
514K $25.5M
IAU
Ishares Gold Trust

ETFs
6.94K
+ 2.82%
$49.74 - $58.96 $345K - $409K
253K $14.9M
COMB
Graniteshares ETF Tr Bloomber

ETFs
71.2K
+ 12.55%
$19.9 - $21.85 $1.42M - $1.56M
639K $13.9M
XLE
Energy Sector Spdr

ETFs
8.24K
+ 4.26%
$85.7 - $93.96 $706K - $775K
202K $18.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48.1K
+ 25.59%
$47.35 - $48.24 $2.28M - $2.32M
236K $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
696
+ 3.23%
$442.66 - $534.52 $308K - $372K
22.2K $11.8M
DSTL
ETF Ser Solution Distillate Us

ETFs
42.2K
+ 4.75%
$53.28 - $57.28 $2.25M - $2.42M
932K $50.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.4K
+ 9.22%
$25.69 - $26.89 $985K - $1.03M
454K $12.2M
VIG
Vanguard Dividend Appreciation

ETFs
7.42K
+ 2.94%
N/A
260K $47.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.6K
+ 12.72%
$63.77 - $71.36 $742K - $830K
103K $7.11M
PGR
Progressive Corp

Financial Services
102
+ 0.41%
$235.61 - $291.22 $24K - $29.7K
25.2K $7.13M
MCK
Mckesson Corp

Healthcare
312
+ 3.63%
$566.21 - $672.99 $177K - $210K
8.91K $6M
CVX
Chevron Corp

Energy
1.6K
+ 4.68%
$146.71 - $167.97 $235K - $269K
35.8K $5.99M
FNDX
Schwab Fundamental U S Large C

ETFs
47.1K
+ 3.88%
$23.03 - $25.01 $1.09M - $1.18M
1.26M $29.8M
XOM
Exxon Mobil Corp

Energy
3.53K
+ 7.29%
$105.44 - $118.93 $372K - $419K
51.9K $6.17M
JNJ
Johnson & Johnson

Healthcare
2.37K
+ 9.0%
$142.06 - $167.7 $336K - $397K
28.7K $4.75M
SCHO
Schwab Short Term Us Treasury

ETFs
31.4K
+ 5.3%
$24.1 - $24.34 $756K - $763K
623K $15.2M
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
+ 8.01%
$104.71 - $107.69 $1.06M - $1.09M
136K $14.4M
AMGN
Amgen Inc

Healthcare
858
+ 7.15%
$258.59 - $327.36 $222K - $281K
12.9K $4M
AZO
Autozone Inc

Consumer Cyclical
14
+ 1.06%
$3193.96 - $3828.11 $44.7K - $53.6K
1.33K $5.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.1K
+ 7.18%
$50.39 - $50.66 $760K - $764K
225K $11.4M
V
Visa Inc.

Financial Services
320
+ 1.6%
$306.92 - $362.71 $98.2K - $116K
20.3K $7.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 10.25%
$56.17 - $59.71 $838K - $891K
161K $9.18M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.2K
+ 5.9%
$50.44 - $50.7 $617K - $621K
220K $11.1M
KR
Kroger CO

Consumer Defensive
2.69K
+ 5.14%
$58.36 - $67.72 $157K - $182K
55K $3.72M
LLY
Eli Lilly & CO

Healthcare
287
+ 5.74%
$725.72 - $929.72 $208K - $267K
5.28K $4.36M
GILD
Gilead Sciences, Inc.

Healthcare
1.43K
+ 8.16%
$89.14 - $117.41 $127K - $168K
18.9K $2.12M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
18.7K
+ 166.35%
$26.63 - $26.75 $499K - $502K
30K $803K
ABBV
Abb Vie Inc.

Healthcare
150
+ 1.04%
$169.2 - $216.66 $25.4K - $32.5K
14.5K $3.05M
MDT
Medtronic PLC

Healthcare
1.84K
+ 6.26%
$79.84 - $94.5 $147K - $173K
31.1K $2.8M
DVN
Devon Energy Corp

Energy
5.56K
+ 10.77%
$33.15 - $38.55 $184K - $214K
57.2K $2.14M
IBMO
Ishares Tr Ibonds December 202

ETFs
15.7K
+ 133.1%
$25.45 - $25.6 $399K - $401K
27.5K $701K
MCD
Mcdonalds Corp

Consumer Cyclical
394
+ 3.4%
$279.74 - $321.29 $110K - $127K
12K $3.74M
PG
Procter & Gamble CO

Consumer Defensive
1.72K
+ 7.16%
$158.56 - $176.26 $272K - $302K
25.7K $4.37M
MA
Mastercard Inc

Financial Services
378
+ 6.35%
$504.67 - $576.31 $191K - $218K
6.33K $3.47M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
54
+ 5.23%
$1187.71 - $1432.58 $64.1K - $77.4K
1.09K $1.56M
EBAY
Ebay Inc

Consumer Cyclical
488
+ 0.96%
$61.61 - $70.93 $30.1K - $34.6K
51.2K $3.47M
CSCO
Cisco Systems, Inc.

Technology
2.67K
+ 4.22%
$58.74 - $64.87 $157K - $173K
65.9K $4.07M
BMY
Bristol Myers Squibb CO

Healthcare
1.68K
+ 3.38%
$53.9 - $63.11 $90.3K - $106K
51.2K $3.12M
PM
Philip Morris International Inc.

Consumer Defensive
707
+ 14.09%
$117.15 - $158.79 $82.8K - $112K
5.72K $908K
ASML
Asml Holding Nv

Technology
477
+ 132.5%
$662.63 - $776.99 $316K - $371K
837 $554K
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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