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
WSM
Williams Sonoma Inc

Consumer Cyclical
450
+ 12.84%
$137.62 - $174.44 $61.9K - $78.5K
3.96K $646K
UNP
Union Pacific Corp

Industrials
450
+ 22.05%
$208.27 - $238.46 $93.7K - $107K
2.49K $573K
SHOP
Shopify Inc.

Technology
227
+ 7.06%
$76.89 - $115.35 $17.5K - $26.2K
3.44K $397K
EEM
Ishares Msci Emerging Markets

ETFs
546
+ 3.97%
$38.52 - $48.28 $21K - $26.4K
14.3K $689K
APO
Apollo Global Management, Inc.

Financial Services
541
+ 22.38%
$108.68 - $145.07 $58.8K - $78.5K
2.96K $419K
HST
Host Hotels & Resorts, Inc.

Real Estate
4.52K
+ 29.64%
$12.7 - $16.07 $57.4K - $72.7K
19.8K $303K
DE
Deere & CO

Industrials
123
+ 19.22%
$412.99 - $531.48 $50.8K - $65.4K
763 $387K
GNRC
Generac Holdings Inc.

Industrials
299
+ 11.79%
$101.92 - $143.21 $30.5K - $42.8K
2.84K $406K
ROST
Ross Stores, Inc.

Consumer Cyclical
668
+ 12.57%
$126.62 - $154.26 $84.6K - $103K
5.98K $763K
BK
Bank Of New York Mellon Corp

Financial Services
508
+ 10.07%
$73.31 - $91.62 $37.2K - $46.5K
5.55K $506K
SO
Southern CO

Utilities
852
+ 32.02%
$84.91 - $92.56 $72.3K - $78.9K
3.51K $322K
GDDY
Go Daddy Inc.

Technology
434
+ 15.97%
$162.11 - $192.36 $70.4K - $83.5K
3.15K $567K
COP
Conocophillips

Energy
1.57K
+ 38.0%
$82.66 - $106.1 $130K - $166K
5.69K $510K
MEAR
Blackrock Short Maturity Munic

ETFs
799
+ 0.06%
$49.74 - $50.27 $39.7K - $40.2K
1.23M $62M
PINS
Pinterest, Inc.

Communication Services
531
+ 4.5%
$24.21 - $35.95 $12.9K - $19.1K
12.3K $441K
ECL
Ecolab Inc.

Basic Materials
236
+ 28.99%
$225.65 - $270.95 $53.3K - $63.9K
1.05K $282K
LBRDK
Liberty Broadband Corp

Communication Services
185
+ 4.41%
$73.65 - $101.29 $13.6K - $18.7K
4.38K $431K
FTNT
Fortinet, Inc.

Technology
415
+ 13.28%
$84.71 - $108.69 $35.2K - $45.1K
3.54K $374K
CVS
Cvs Health Corp

Healthcare
1.02K
+ 33.26%
$60.04 - $70.18 $61.1K - $71.4K
4.08K $281K
RSG
Republic Services, Inc.

Industrials
281
+ 33.49%
$227.2 - $258.07 $63.8K - $72.5K
1.12K $276K
NVS
Novartis Ag

Healthcare
322
+ 8.97%
$101.96 - $121.01 $32.8K - $39K
3.91K $473K
AMP
Ameriprise Financial Inc

Financial Services
87
+ 16.38%
$422.19 - $533.73 $36.7K - $46.4K
618 $329K
ING
Ing Groep Nv

Financial Services
1.79K
+ 12.72%
$16.62 - $21.98 $29.7K - $39.3K
15.9K $346K
CI
Cigna Corp

Healthcare
209
+ 15.27%
$301.89 - $340.04 $63.1K - $71.1K
1.58K $521K
RF
Regions Financial Corp

Financial Services
1.2K
+ 5.27%
$18.34 - $23.52 $22K - $28.3K
24K $564K
DFIV
Dimensional ETF Tr

ETFs
1.01K
+ 14.67%
$34.67 - $43.21 $35.1K - $43.8K
7.92K $339K
QLYS
Qualys, Inc.

Technology
256
+ 13.68%
$115.21 - $142.87 $29.5K - $36.6K
2.13K $303K
MDLZ
Mondelez International, Inc.

Consumer Defensive
979
+ 10.6%
$63.54 - $68.5 $62.2K - $67.1K
10.2K $689K
AJG
Arthur J. Gallagher & Co.

Financial Services
245
+ 38.95%
$310.86 - $348.77 $76.2K - $85.4K
874 $279K
AEM
Agnico Eagle Mines LTD

Basic Materials
282
+ 10.52%
$99.48 - $124.46 $28.1K - $35.1K
2.96K $352K
F
Ford Motor CO

Consumer Cyclical
4.14K
+ 20.72%
$8.69 - $10.85 $36K - $44.9K
24.1K $261K
EW
Edwards Lifesciences Corp

Healthcare
536
+ 16.0%
$67.07 - $78.22 $35.9K - $41.9K
3.89K $303K
FCX
Freeport Mcmoran Inc

Basic Materials
627
+ 10.26%
$29.15 - $44.46 $18.3K - $27.9K
6.74K $292K
VRSK
Verisk Analytics, Inc.

Industrials
136
+ 14.18%
$277.03 - $321.33 $37.7K - $43.7K
1.1K $341K
CYBR
Cyber Ark Software Ltd.

Technology
18
+ 2.55%
$305.98 - $406.88 $5.51K - $7.32K
724 $294K
STLD
Steel Dynamics Inc

Basic Materials
562
+ 16.59%
N/A
3.95K $387K
MET
Metlife Inc

Financial Services
678
+ 12.42%
$68.42 - $82.49 $46.4K - $55.9K
6.14K $493K
ACGL
Arch Capital Group Ltd.

Financial Services
981
+ 14.7%
$84.99 - $96.82 $83.4K - $95K
7.65K $696K
DBX
Dropbox, Inc.

Technology
1.08K
+ 9.2%
$25.42 - $29.7 $27.5K - $32.1K
12.8K $366K
CCI
Crown Castle International Corp

Real Estate
537
+ 27.72%
$94.83 - $107.06 $50.9K - $57.5K
2.47K $254K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
50
+ 5.51%
$201.28 - $266.34 $10.1K - $13.3K
958 $255K
MTB
M&T Bank Corp

Financial Services
82
+ 3.75%
$156.58 - $193.99 $12.8K - $15.9K
2.27K $440K
IR
Ingersoll Rand Inc.

Industrials
472
+ 16.61%
$66.75 - $84.94 $31.5K - $40.1K
3.31K $275K
DHR
Danaher Corp

Healthcare
764
+ 5.46%
$174.64 - $205.16 $133K - $157K
14.8K $2.92M
TRV
Travelers Companies, Inc.

Financial Services
155
+ 17.18%
$233.83 - $276.34 $36.2K - $42.8K
1.06K $282K
ACN
Accenture PLC

Technology
707
+ 5.56%
$279.23 - $323.21 $197K - $229K
13.4K $4.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
422
+ 6.68%
$99.97 - $129.69 $42.2K - $54.7K
6.74K $701K
AZN
Astrazeneca PLC

Healthcare
745
+ 23.48%
$64.87 - $75.0 $48.3K - $55.9K
3.92K $273K
OC
Owens Corning

Industrials
359
+ 20.57%
$126.32 - $147.75 $45.3K - $53K
2.1K $289K
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
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email