Resonant Capital Advisors, LLC Incresed Positions in Q4 2024

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.15M
+ 132.18%
$24.19 - $50.58 $27.8M - $58.1M
2.02M $49M
IVV
Ishares Core S&P 500 ETF

ETFs
2.7K
+ 1.92%
$570.51 - $610.59 $1.54M - $1.65M
143K $84.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
42K
+ 8.01%
$77.86 - $79.27 $3.27M - $3.33M
566K $44.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
46.7K
+ 11.66%
$49.79 - $51.14 $2.32M - $2.39M
447K $22.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 3.08%
$180.88 - $232.93 $242K - $312K
44.8K $9.83M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
59.9K
+ 53.44%
$23.88 - $24.32 $1.43M - $1.46M
172K $4.12M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
55.5K
+ 45.56%
N/A
177K $4.21M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
48.9K
+ 41.05%
$25.0 - $25.11 $1.22M - $1.23M
168K $4.21M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
26.8K
+ 16.66%
$47.65 - $48.6 $1.28M - $1.3M
188K $8.98M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 7.95%
$161.86 - $196.66 $360K - $438K
30.2K $5.72M
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 0.45%
$205.18 - $250.29 $30.4K - $37K
32.7K $7.85M
MUB
Ishares National Muni Bond ETF

ETFs
11.4K
+ 9.92%
$105.78 - $108.7 $1.21M - $1.24M
126K $13.5M
NVDA
Nvidia Corp

Technology
734
+ 1.08%
$117.0 - $148.88 $85.9K - $109K
68.9K $9.26M
TSLA
Tesla, Inc.

Consumer Cyclical
320
+ 5.75%
$213.65 - $479.86 $68.4K - $154K
5.88K $2.37M
V
Visa Inc.

Financial Services
279
+ 1.41%
$273.87 - $320.91 $76.4K - $89.5K
20K $6.32M
SCHP
Schwab Strategic Us Tips ETF

ETFs
232K
+ 125.94%
$25.74 - $53.78 $5.97M - $12.5M
416K $10.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
21.4K
+ 1.86%
$50.67 - $50.9 $1.08M - $1.09M
1.17M $59.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15.3K
+ 22.43%
$50.02 - $51.24 $765K - $783K
83.4K $4.18M
CRM
Salesforce, Inc.

Technology
758
+ 10.53%
$270.87 - $367.87 $205K - $279K
7.96K $2.66M
DOCU
Docusign, Inc.

Technology
76
+ 0.43%
$61.42 - $106.99 $4.67K - $8.13K
17.6K $1.58M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.91K
+ 1.2%
$61.68 - $67.87 $488K - $537K
665K $41.5M
META
Meta Platforms, Inc.

Communication Services
509
+ 5.18%
$554.08 - $632.68 $282K - $322K
10.3K $6.1M
CSCO
Cisco Systems, Inc.

Technology
1.6K
+ 2.6%
$52.45 - $60.02 $84K - $96.2K
63.2K $3.74M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.1K
+ 14.06%
$57.78 - $60.4 $644K - $673K
90.4K $5.24M
DIS
Walt Disney CO

Communication Services
622
+ 2.45%
$92.39 - $117.6 $57.5K - $73.1K
26K $2.9M
NFLX
Netflix Inc

Communication Services
59
+ 2.84%
$687.65 - $936.56 $40.6K - $55.3K
2.14K $1.9M
MA
Mastercard Inc

Financial Services
364
+ 6.52%
$491.3 - $536.15 $179K - $195K
5.95K $3.13M
GILD
Gilead Sciences, Inc.

Healthcare
2.44K
+ 16.23%
$83.95 - $97.9 $205K - $239K
17.5K $1.61M
SCHW
Schwab Charles Corp

Financial Services
580
+ 1.82%
$63.31 - $82.85 $36.7K - $48.1K
32.5K $2.4M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 1.96%
$114.67 - $126.49 $342K - $377K
155K $18M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.4K
+ 43.61%
$24.82 - $25.48 $333K - $342K
44.1K $1.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.39K
+ 3.69%
$50.35 - $50.69 $372K - $375K
208K $10.5M
EQT
Eqt Corp

Energy
394
+ 1.33%
$35.62 - $46.89 $14K - $18.5K
30K $1.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.07K
+ 3.48%
$50.37 - $50.6 $356K - $357K
210K $10.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.52K
+ 0.61%
N/A
253K $46.1M
NTRS
Northern Trust Corp

Financial Services
68
+ 0.32%
$88.4 - $111.16 $6.01K - $7.56K
21.2K $2.17M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.3K
+ 0.75%
$100.16 - $100.7 $531K - $534K
709K $71.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
337
+ 1.11%
$77.25 - $91.3 $26K - $30.8K
30.6K $2.61M
VDE
Vanguard Energy ETF

ETFs
1.97K
+ 42.15%
$116.67 - $136.78 $229K - $269K
6.63K $803K
KR
Kroger CO

Consumer Defensive
347
+ 0.67%
$55.21 - $63.3 $19.2K - $22K
52.3K $3.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.3K
+ 5.79%
$51.54 - $52.55 $325K - $331K
115K $5.95M
PANW
Palo Alto Networks Inc

Technology
7.89K
+ 101.94%
$181.96 - $405.9 $1.44M - $3.2M
15.6K $2.84M
WFC
Wells Fargo & Company

Financial Services
1.06K
+ 12.47%
$54.98 - $77.35 $58.2K - $81.8K
9.54K $670K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 0.42%
$873.59 - $994.69 $20.1K - $22.9K
5.51K $5.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.36K
+ 5.51%
$44.33 - $49.55 $238K - $266K
103K $4.62M
IEMG
Ishares Inc

ETFs
3.28K
+ 1.41%
N/A
237K $12.7M
WMT
Walmart Inc.

Consumer Defensive
665
+ 5.62%
$79.1 - $95.7 $52.6K - $63.6K
12.5K $1.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.14%
$4100.99 - $5300.34 $16.4K - $21.2K
191 $948K
MS
Morgan Stanley

Financial Services
216
+ 3.63%
$104.42 - $134.99 $22.6K - $29.2K
6.16K $774K
Activity Summary
Buys All Purchases 234 New Holdings 20 Increased Positions 214 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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