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
PLTR
Palantir Technologies Inc.

Technology
2.18K
+ 55.39%
$74.01 - $144.25 $161K - $314K
6.1K $831K
VDE
Vanguard Energy ETF

ETFs
4.24K
+ 62.9%
$105.87 - $130.56 $449K - $554K
11K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
1.55K
+ 27.06%
$149.23 - $184.95 $231K - $286K
7.27K $1.32M
SPGI
S&P Global Inc.

Financial Services
572
+ 10.13%
$438.31 - $527.29 $251K - $302K
6.22K $3.28M
MA
Mastercard Inc

Financial Services
564
+ 8.91%
$479.92 - $590.74 $271K - $333K
6.89K $3.87M
CSX
Csx Corp

Industrials
6.12K
+ 9.65%
$26.69 - $32.91 $163K - $201K
69.6K $2.27M
BAC
Bank Of America Corp

Financial Services
6.38K
+ 35.68%
$34.39 - $47.46 $220K - $303K
24.3K $1.15M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.11K
+ 11.79%
$52.31 - $63.72 $215K - $262K
39K $2.48M
GS
Goldman Sachs Group Inc

Financial Services
386
+ 49.3%
$462.22 - $707.75 $178K - $273K
1.17K $827K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 12.62%
$4164.15 - $5789.24 $108K - $151K
232 $1.34M
AMD
Advanced Micro Devices Inc

Technology
1.12K
+ 19.14%
$78.21 - $143.81 $87.4K - $161K
6.95K $986K
COST
Costco Wholesale Corp

Consumer Defensive
141
+ 2.63%
$908.13 - $1056.85 $128K - $149K
5.5K $5.44M
IBM
International Business Machines Corp

Technology
709
+ 19.73%
$221.03 - $294.78 $157K - $209K
4.3K $1.27M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.8K
+ 78.87%
$22.7 - $23.33 $359K - $369K
35.9K $837K
CAT
Caterpillar Inc

Industrials
670
+ 37.12%
$273.94 - $388.21 $184K - $260K
2.48K $960K
SYK
Stryker Corp

Healthcare
376
+ 4.07%
$337.37 - $395.63 $127K - $149K
9.6K $3.8M
EA
Electronic Arts Inc.

Communication Services
693
+ 4.16%
$132.53 - $159.7 $91.8K - $111K
17.4K $2.77M
EBAY
Ebay Inc

Consumer Cyclical
235
+ 0.46%
$59.52 - $79.36 $14K - $18.6K
51.5K $3.83M
MS
Morgan Stanley

Financial Services
1.48K
+ 23.61%
$99.83 - $140.86 $148K - $209K
7.75K $1.09M
GE
General Electric CO

Industrials
487
+ 12.12%
$166.81 - $257.39 $81.2K - $125K
4.51K $1.16M
CAH
Cardinal Health Inc

Healthcare
497
+ 5.69%
$125.0 - $168.0 $62.1K - $83.5K
9.23K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
919
+ 17.21%
$335.24 - $380.78 $308K - $350K
6.26K $2.29M
MCHP
Microchip Technology Inc

Technology
1.84K
+ 19.56%
$35.34 - $71.6 $65.2K - $132K
11.3K $793K
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 14.83%
$113.75 - $148.48 $160K - $209K
10.9K $1.59M
JBL
Jabil Inc

Technology
560
+ 21.68%
$116.88 - $218.1 $65.5K - $122K
3.14K $685K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.83K
+ 8.34%
$72.96 - $90.39 $134K - $166K
23.8K $2.13M
FNDB
Schwab Fundamental U S Broad M

ETFs
9.76K
+ 11.03%
$20.36 - $23.98 $199K - $234K
98.2K $2.36M
INTU
Intuit Inc

Technology
292
+ 60.21%
$544.07 - $787.63 $159K - $230K
777 $611K
NOW
Service Now, Inc.

Technology
166
+ 28.57%
$721.65 - $1040.18 $120K - $173K
747 $767K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.2K
+ 35.83%
$71.28 - $83.74 $228K - $268K
12.1K $1.02M
CRM
Salesforce, Inc.

Technology
970
+ 11.37%
$236.26 - $291.15 $229K - $282K
9.5K $2.59M
AMAT
Applied Materials Inc

Technology
1.33K
+ 88.79%
$126.95 - $183.52 $169K - $244K
2.83K $517K
ASML
Asml Holding Nv

Technology
212
+ 25.33%
$595.37 - $815.24 $126K - $173K
1.05K $840K
WFC
Wells Fargo & Company

Financial Services
2.56K
+ 26.87%
$60.98 - $80.12 $156K - $205K
12.1K $968K
SAP
Sap Se

Technology
715
+ 38.44%
$237.53 - $309.8 $170K - $222K
2.58K $783K
BA
Boeing CO

Industrials
779
+ 25.35%
$136.59 - $217.51 $106K - $169K
3.85K $807K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
245
+ 15.02%
$328.01 - $475.68 $80.4K - $117K
1.88K $877K
UBER
Uber Technologies, Inc

Technology
1.84K
+ 44.42%
$64.62 - $93.3 $119K - $172K
5.99K $559K
PNC
Pnc Financial Services Group, Inc.

Financial Services
394
+ 2.29%
$149.76 - $186.42 $59K - $73.4K
17.6K $3.29M
C
Citigroup Inc

Financial Services
2.35K
+ 62.51%
$58.13 - $85.12 $137K - $200K
6.12K $520K
ETN
Eaton Corp PLC

Industrials
231
+ 11.73%
$246.52 - $356.99 $56.9K - $82.5K
2.2K $785K
KR
Kroger CO

Consumer Defensive
310
+ 0.56%
$64.62 - $74.0 $20K - $22.9K
55.3K $3.97M
USB
Us Bancorp \De\

Financial Services
1.68K
+ 3.18%
$36.4 - $45.76 $61.2K - $77K
54.6K $2.47M
FAST
Fastenal CO

Industrials
17.8K
+ 120.62%
$40.65 - $83.16 $723K - $1.48M
32.5K $1.37M
GILD
Gilead Sciences, Inc.

Healthcare
2.17K
+ 11.47%
$96.91 - $113.0 $210K - $245K
21.1K $2.34M
ISRG
Intuitive Surgical Inc

Healthcare
262
+ 16.86%
$451.58 - $565.94 $118K - $148K
1.82K $986K
IWR
Ishares Russell Mid Cap ETF

ETFs
368
+ 1.41%
$74.88 - $91.97 $27.6K - $33.8K
26.4K $2.43M
EQT
Eqt Corp

Energy
1.14K
+ 3.88%
$46.11 - $60.44 $52.6K - $68.9K
30.5K $1.78M
KO
Coca Cola CO

Consumer Defensive
3.01K
+ 30.9%
$68.37 - $73.9 $206K - $222K
12.8K $902K
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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