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
ADP
Automatic Data Processing Inc

Industrials
366
+ 2.69%
$286.85 - $318.64 $105K - $117K
14K $4.26M
ABT
Abbott Laboratories

Healthcare
154
+ 1.14%
$111.1 - $140.22 $17.1K - $21.6K
13.7K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.77K
+ 3.27%
$51.52 - $52.37 $194K - $197K
119K $6.22M
T
At&T Inc.

Communication Services
4.34K
+ 18.93%
$21.56 - $28.28 $93.5K - $123K
27.2K $770K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.14K
+ 6.16%
$49.69 - $50.76 $256K - $261K
88.6K $4.43M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.2K
+ 13.2%
$34.14 - $37.91 $177K - $197K
44.6K $1.59M
UNH
Unitedhealth Group Inc

Healthcare
365
+ 13.88%
$461.52 - $548.18 $168K - $200K
3K $1.57M
WRB
Berkley W R Corp

Financial Services
84
+ 0.46%
$56.7 - $71.27 $4.76K - $5.99K
18.4K $1.31M
SHEL
Shell PLC

Energy
2.43K
+ 52.41%
$62.84 - $73.29 $153K - $178K
7.07K $518K
SJM
J M Smucker CO

Consumer Defensive
952
+ 7.12%
$100.41 - $118.41 $95.6K - $113K
14.3K $1.7M
CI
Cigna Corp

Healthcare
520
+ 61.25%
$274.49 - $329.0 $143K - $171K
1.37K $450K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.04K
+ 7.47%
$37.07 - $40.63 $150K - $164K
58.1K $2.29M
NVDA
Nvidia Corp

Technology
18.4K
+ 26.69%
$106.98 - $149.43 $1.97M - $2.75M
87.3K $9.47M
RTX
Raytheon Technologies Corp

Industrials
433
+ 4.78%
$114.1 - $135.66 $49.4K - $58.7K
9.5K $1.26M
EOG
Eog Resources Inc

Energy
685
+ 3.23%
$120.54 - $138.05 $82.6K - $94.6K
21.9K $2.81M
TMUS
T Mobile Us, Inc.

Communication Services
515
+ 34.61%
$211.3 - $272.83 $109K - $141K
2K $534K
KO
Coca Cola CO

Consumer Defensive
1.84K
+ 23.23%
$60.81 - $72.32 $112K - $133K
9.74K $697K
META
Meta Platforms, Inc.

Communication Services
595
+ 5.75%
$576.36 - $736.67 $343K - $438K
10.9K $6.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.2K
+ 1.33%
$57.44 - $59.4 $69K - $71.4K
91.6K $5.44M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
183
+ 14.44%
$402.49 - $513.76 $73.7K - $94K
1.45K $702K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.26K
+ 3.64%
$23.9 - $24.18 $149K - $151K
178K $4.31M
GE
General Electric CO

Industrials
295
+ 7.92%
$168.59 - $212.13 $49.7K - $62.6K
4.02K $804K
CAH
Cardinal Health Inc

Healthcare
32
+ 0.37%
$118.02 - $137.77 $3.78K - $4.41K
8.73K $1.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 0.1%
$48.65 - $53.06 $2.19K - $2.39K
43.5K $2.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.44K
+ 18.45%
$56.12 - $68.15 $80.8K - $98.1K
9.24K $626K
MPC
Marathon Petroleum Corp

Energy
187
+ 0.92%
$134.72 - $159.03 $25.2K - $29.7K
20.6K $3M
OKTA
Okta, Inc.

Technology
411
+ 10.21%
$78.83 - $116.72 $32.4K - $48K
4.44K $466K
NFLX
Netflix Inc

Communication Services
59
+ 2.76%
$828.4 - $1058.6 $48.9K - $62.5K
2.19K $2.05M
IBM
International Business Machines Corp

Technology
164
+ 4.78%
$217.4 - $264.74 $35.7K - $43.4K
3.59K $893K
NVS
Novartis Ag

Healthcare
913
+ 34.12%
$97.14 - $115.57 $88.7K - $106K
3.59K $400K
SCHW
Schwab Charles Corp

Financial Services
7
+ 0.02%
$71.24 - $83.64 $499 - $585
32.5K $2.54M
MO
Altria Group, Inc.

Consumer Defensive
1.44K
+ 21.88%
$50.81 - $60.02 $73K - $86.2K
8K $480K
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 9.26%
$37.81 - $46.49 $48.5K - $59.7K
15.2K $687K
TTE
Total Energies Se

Energy
1.94K
+ 45.86%
N/A
6.18K $423K
QCOM
Qualcomm Inc

Technology
848
+ 3.05%
$151.94 - $175.86 $129K - $149K
28.7K $4.4M
SYK
Stryker Corp

Healthcare
31
+ 0.34%
$355.18 - $399.9 $11K - $12.4K
9.23K $3.43M
ICE
Intercontinental Exchange, Inc.

Financial Services
297
+ 9.96%
$142.8 - $176.36 $42.4K - $52.4K
3.28K $565K
EXPD
Expeditors International Of Washington Inc

Industrials
383
+ 5.01%
$109.09 - $126.48 $41.8K - $48.4K
8.03K $965K
FAST
Fastenal CO

Industrials
467
+ 3.27%
$71.11 - $79.98 $33.2K - $37.4K
14.7K $1.14M
MKL
Markel Corp

Financial Services
7
+ 1.08%
$1660.14 - $2059.83 $11.6K - $14.4K
654 $1.22M
SAP
Sap Se

Technology
260
+ 16.25%
$241.4 - $293.69 $62.8K - $76.4K
1.86K $499K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.43K
+ 32.57%
$27.01 - $28.54 $92.7K - $97.9K
14K $390K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.38K
+ 18.28%
$78.0 - $84.37 $108K - $117K
8.94K $713K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.96K
+ 39.83%
$25.1 - $25.34 $99.5K - $100K
13.9K $351K
BSX
Boston Scientific Corp

Healthcare
486
+ 11.19%
$89.38 - $106.18 $43.4K - $51.6K
4.83K $487K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
7.08K
+ 33.2%
$10.62 - $11.83 $75.2K - $83.7K
28.4K $329K
CB
Chubb LTD

Financial Services
173
+ 10.32%
$257.71 - $301.99 $44.6K - $52.2K
1.85K $558K
SPGI
S&P Global Inc.

Financial Services
74
+ 1.33%
$478.26 - $543.77 $35.4K - $40.2K
5.65K $2.87M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
218
+ 17.32%
$208.48 - $244.03 $45.4K - $53.2K
1.48K $360K
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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