Resonant Capital Advisors, LLC Incresed Positions in Q2 2025

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.9K
+ 5.96%
$498.8 - $620.9 $4.44M - $5.52M
158K $98.2M
MSFT
Microsoft Corp

Technology
7.65K
+ 20.05%
$354.56 - $497.45 $2.71M - $3.8M
45.8K $22.8M
NVDA
Nvidia Corp

Technology
21.5K
+ 24.61%
$94.31 - $157.99 $2.03M - $3.4M
109K $17.2M
AVGO
Broadcom Inc.

Technology
5.16K
+ 16.84%
$146.29 - $275.65 $755K - $1.42M
35.8K $9.87M
SCHR
Schwab Intermediate Term Us Tr

ETFs
162K
+ 7.41%
$24.54 - $25.07 $3.96M - $4.05M
2.34M $58.6M
DSTL
ETF Ser Solution Distillate Us

ETFs
53.3K
+ 5.71%
$48.53 - $55.35 $2.59M - $2.95M
986K $54.5M
IEFA
Ishares Tr

ETFs
13.9K
+ 3.99%
$67.83 - $84.09 $945K - $1.17M
363K $30.3M
META
Meta Platforms, Inc.

Communication Services
1.94K
+ 17.76%
$484.66 - $738.09 $941K - $1.43M
12.9K $9.51M
FNDF
Schwab Fundamental Intl Large

ETFs
14.5K
+ 2.17%
$32.25 - $40.02 $469K - $582K
685K $27.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.15K
+ 1.04%
$51.16 - $62.02 $366K - $443K
696K $43.2M
FNDX
Schwab Fundamental U S Large C

ETFs
61.1K
+ 4.85%
$20.84 - $24.54 $1.27M - $1.5M
1.32M $32.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
29.4K
+ 4.95%
$77.94 - $79.5 $2.29M - $2.33M
623K $49.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7.61K
+ 3.24%
$75.29 - $91.16 $573K - $694K
243K $21.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.72K
+ 8.34%
$210.28 - $289.91 $572K - $788K
35.3K $10.2M
GOOGL
Alphabet Inc.

Communication Services
7.25K
+ 22.93%
$144.7 - $178.6 $1.05M - $1.3M
38.9K $6.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 5.51%
$456.74 - $568.03 $544K - $677K
22.8K $13M
VIG
Vanguard Dividend Appreciation

ETFs
9.05K
+ 3.48%
N/A
269K $49.1M
CMCSA
Comcast Corp

Communication Services
46.5K
+ 279.59%
$32.84 - $36.72 $1.53M - $1.71M
63.2K $2.26M
FNDE
Schwab Fundamental Emerging Mk

ETFs
10.7K
+ 1.92%
$26.66 - $33.09 $286K - $355K
571K $18.9M
SPMD
Spdr Portfolio

ETFs
22.1K
+ 25.22%
$44.89 - $54.38 $991K - $1.2M
110K $5.96M
NFLX
Netflix Inc

Communication Services
428
+ 19.51%
$855.86 - $1339.13 $366K - $573K
2.62K $3.51M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
35.6K
+ 6.92%
$48.13 - $49.85 $1.71M - $1.77M
550K $27M
FNDA
Schwab Fundamental U S Small C

ETFs
11.2K
+ 1.28%
$23.85 - $28.69 $268K - $323K
891K $25.5M
ADBE
Adobe Inc.

Technology
3.57K
+ 80.21%
$340.0 - $420.68 $1.22M - $1.5M
8.03K $3.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.94K
+ 0.78%
$90.56 - $109.49 $176K - $213K
250K $27.3M
GOOG
Alphabet Inc.

Communication Services
1.52K
+ 3.22%
$146.58 - $180.01 $223K - $273K
48.7K $8.63M
TSLA
Tesla, Inc.

Consumer Cyclical
2.82K
+ 49.23%
$221.86 - $362.89 $626K - $1.02M
8.55K $2.72M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12K
+ 38.89%
$57.41 - $74.81 $692K - $901K
43K $3.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
43.6K
+ 9.6%
$26.18 - $26.93 $1.14M - $1.18M
498K $13.3M
AXP
American Express CO

Financial Services
619
+ 3.68%
$231.39 - $318.98 $143K - $197K
17.4K $5.56M
IAU
Ishares Gold Trust

ETFs
2.71K
+ 1.07%
$56.1 - $64.74 $152K - $175K
256K $15.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.3K
+ 18.11%
$35.35 - $42.68 $682K - $823K
126K $5.36M
CSCO
Cisco Systems, Inc.

Technology
6K
+ 9.1%
$53.19 - $69.38 $319K - $416K
71.9K $4.99M
DIS
Walt Disney CO

Communication Services
2.08K
+ 7.94%
$81.72 - $124.01 $170K - $257K
28.2K $3.5M
APH
Amphenol Corp

Technology
2.25K
+ 11.18%
$59.09 - $98.75 $133K - $222K
22.4K $2.21M
ADI
Analog Devices Inc

Technology
463
+ 2.34%
$164.6 - $238.02 $76.2K - $110K
20.2K $4.81M
PANW
Palo Alto Networks Inc

Technology
929
+ 5.89%
$152.44 - $204.64 $142K - $190K
16.7K $3.42M
V
Visa Inc.

Financial Services
1.72K
+ 8.44%
$308.27 - $373.31 $529K - $641K
22K $7.83M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.9K
+ 0.93%
$50.52 - $50.92 $603K - $608K
1.29M $65.8M
AAPL
Apple Inc.

Technology
10.1K
+ 12.35%
$172.42 - $223.89 $1.75M - $2.27M
92.3K $18.9M
MUB
Ishares National Muni Bond ETF

ETFs
7.71K
+ 5.65%
$102.31 - $105.8 $789K - $816K
144K $15.1M
SCHW
Schwab Charles Corp

Financial Services
2.74K
+ 8.44%
$69.06 - $91.24 $189K - $250K
35.2K $3.21M
NTRS
Northern Trust Corp

Financial Services
277
+ 1.24%
$84.45 - $126.79 $23.4K - $35.1K
22.6K $2.87M
MPC
Marathon Petroleum Corp

Energy
1.17K
+ 5.68%
$118.55 - $170.08 $138K - $199K
21.7K $3.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.66K
+ 45.63%
$141.37 - $228.57 $234K - $379K
5.29K $1.2M
IEMG
Ishares Inc

ETFs
10.6K
+ 3.48%
N/A
314K $16.8M
WMT
Walmart Inc.

Consumer Defensive
4.28K
+ 33.08%
$81.79 - $99.98 $350K - $428K
17.2K $1.68M
MCK
Mckesson Corp

Healthcare
11
+ 0.12%
$652.83 - $732.78 $7.18K - $8.06K
8.92K $6.54M
QCOM
Qualcomm Inc

Technology
2.28K
+ 7.96%
$124.66 - $159.48 $284K - $364K
30.9K $4.93M
Activity Summary
Buys All Purchases 333 New Holdings 55 Increased Positions 278 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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