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
PLTR
Palantir Technologies Inc.

Technology
751
+ 23.65%
$64.98 - $124.62 $48.8K - $93.6K
3.93K $331K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.73K
+ 17.8%
$11.66 - $14.98 $43.5K - $55.9K
24.7K $336K
WM
Waste Management Inc

Industrials
213
+ 15.51%
$200.54 - $233.78 $42.7K - $49.8K
1.59K $367K
UL
Unilever PLC

Consumer Defensive
1.21K
+ 21.83%
$54.72 - $60.29 $66.3K - $73.1K
6.76K $402K
HLN
Haleon PLC

Healthcare
6.93K
+ 33.43%
$9.02 - $10.67 $62.5K - $74K
27.7K $284K
ING
Ing Groep Nv

Financial Services
1.97K
+ 16.27%
$15.51 - $20.74 $30.5K - $40.8K
14.1K $275K
GD
General Dynamics Corp

Industrials
267
+ 21.87%
$241.94 - $272.58 $64.6K - $72.8K
1.49K $405K
AEM
Agnico Eagle Mines LTD

Basic Materials
20
+ 0.75%
$79.66 - $108.41 $1.59K - $2.17K
2.68K $290K
COP
Conocophillips

Energy
573
+ 16.14%
$88.6 - $105.85 $50.8K - $60.7K
4.12K $433K
FNDB
Schwab Fundamental U S Broad M

ETFs
4.35K
+ 5.16%
$22.52 - $24.48 $97.8K - $106K
88.5K $2.04M
AMT
American Tower Corp

Real Estate
187
+ 16.8%
$173.46 - $217.6 $32.4K - $40.7K
1.3K $282K
DE
Deere & CO

Industrials
109
+ 20.53%
$408.57 - $509.27 $44.5K - $55.5K
640 $300K
NEE
Nextera Energy Inc

Utilities
1.11K
+ 19.0%
$66.96 - $76.16 $74.3K - $84.5K
6.95K $492K
CTAS
Cintas Corp

Industrials
183
+ 11.61%
$182.09 - $208.14 $33.3K - $38.1K
1.76K $361K
EA
Electronic Arts Inc.

Communication Services
708
+ 4.43%
$116.53 - $146.29 $82.5K - $104K
16.7K $2.41M
TDG
Trans Digm Group Inc

Industrials
13
+ 2.81%
$1251.32 - $1394.11 $16.3K - $18.1K
475 $657K
EXC
Exelon Corp

Utilities
267
+ 3.84%
$37.3 - $46.08 $9.96K - $12.3K
7.22K $332K
VDE
Vanguard Energy ETF

ETFs
115
+ 1.74%
$119.14 - $132.76 $13.7K - $15.3K
6.74K $874K
UPS
United Parcel Service Inc

Industrials
2.24K
+ 20.23%
$109.66 - $136.26 $245K - $305K
13.3K $1.46M
BK
Bank Of New York Mellon Corp

Financial Services
400
+ 8.61%
$75.42 - $88.95 $30.2K - $35.6K
5.05K $423K
F
Ford Motor CO

Consumer Cyclical
6.33K
+ 46.38%
$9.12 - $10.43 $57.7K - $66K
20K $200K
OTIS
Otis Worldwide Corp

Industrials
246
+ 7.12%
$90.77 - $104.01 $22.3K - $25.6K
3.7K $381K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
54
+ 0.3%
$114.57 - $118.14 $6.19K - $6.38K
18.3K $2.16M
WMB
Williams Companies, Inc.

Energy
383
+ 7.14%
$54.02 - $61.09 $20.7K - $23.4K
5.74K $343K
LBRDK
Liberty Broadband Corp

Communication Services
126
+ 3.1%
$73.49 - $88.64 $9.26K - $11.2K
4.2K $356K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.08K
+ 1.17%
N/A
179K $4.26M
GWW
W.W. Grainger, Inc.

Industrials
64
+ 26.89%
$953.54 - $1132.42 $61K - $72.5K
302 $298K
EPD
Enterprise Products Partners L.P.

Energy
750
+ 9.38%
$31.75 - $34.14 $23.8K - $25.6K
8.75K $298K
EEM
Ishares Msci Emerging Markets

ETFs
458
+ 3.45%
$40.81 - $45.34 $18.7K - $20.8K
13.7K $600K
PINS
Pinterest, Inc.

Communication Services
686
+ 6.18%
$29.79 - $40.0 $20.4K - $27.4K
11.8K $365K
FTNT
Fortinet, Inc.

Technology
403
+ 14.8%
$92.49 - $114.57 $37.3K - $46.2K
3.13K $300K
ALL
Allstate Corp

Financial Services
76
+ 4.08%
$180.99 - $210.18 $13.8K - $16K
1.94K $401K
UNP
Union Pacific Corp

Industrials
110
+ 5.7%
$225.21 - $254.42 $24.8K - $28K
2.04K $482K
JCI
Johnson Controls International PLC

Industrials
466
+ 13.64%
$76.12 - $90.6 $35.5K - $42.2K
3.88K $310K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.01K
+ 2.28%
$24.79 - $25.26 $25K - $25.5K
45.1K $1.14M
UHS
Universal Health Services Inc

Healthcare
43
+ 1.28%
$163.99 - $193.27 $7.05K - $8.31K
3.39K $637K
ACGL
Arch Capital Group Ltd.

Financial Services
113
+ 1.72%
$88.13 - $96.94 $9.96K - $11K
6.67K $641K
NTRS
Northern Trust Corp

Financial Services
1.17K
+ 5.54%
$96.09 - $113.81 $113K - $133K
22.4K $2.21M
NI
Nisource Inc.

Utilities
277
+ 3.86%
$35.57 - $41.23 $9.85K - $11.4K
7.45K $298K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.11K
+ 5.82%
$22.61 - $23.14 $25K - $25.6K
20.1K $464K
INTU
Intuit Inc

Technology
59
+ 13.85%
$555.63 - $630.23 $32.8K - $37.2K
485 $297K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 2.86%
$306.61 - $340.78 $7.05K - $7.84K
827 $279K
DFIV
Dimensional ETF Tr

ETFs
3
+ 0.04%
$35.33 - $40.77 $106 - $122
6.91K $271K
VRSK
Verisk Analytics, Inc.

Industrials
16
+ 1.7%
$268.63 - $301.33 $4.3K - $4.82K
959 $285K
ZTS
Zoetis Inc.

Healthcare
141
+ 7.34%
$156.48 - $175.67 $22.1K - $24.8K
2.06K $339K
LMT
Lockheed Martin Corp

Industrials
95
+ 22.3%
$423.19 - $506.29 $40.2K - $48.1K
521 $232K
LNT
Alliant Energy Corp

Utilities
73
+ 1.84%
$56.66 - $66.04 $4.14K - $4.82K
4.03K $259K
XYL
Xylem Inc.

Industrials
110
+ 4.83%
$114.02 - $132.04 $12.5K - $14.5K
2.39K $285K
DVY
Ishares Tr

ETFs
7
+ 0.1%
$128.58 - $138.1 $900 - $967
7.01K $940K
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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