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
LBRDK
Liberty Broadband Corp

Communication Services
57
+ 1.42%
$74.72 - $101.4 $4.26K - $5.78K
4.07K $304K
GNRC
Generac Holdings Inc.

Industrials
20
+ 0.8%
$154.28 - $195.11 $3.09K - $3.9K
2.51K $389K
NUSC
Nuveen Esg Small Cap ETF

ETFs
7
+ 0.08%
$41.74 - $46.2 $292 - $323
8.97K $375K
BRO
Brown & Brown, Inc.

Financial Services
51
+ 0.55%
$100.93 - $113.42 $5.15K - $5.78K
9.34K $952K
RGA
Reinsurance Group Of America Inc

Financial Services
41
+ 0.94%
$201.26 - $231.95 $8.25K - $9.51K
4.41K $941K
IAU
Ishares Gold Trust

ETFs
704
+ 0.29%
$48.37 - $52.65 $34.1K - $37.1K
246K $12.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
+ 0.64%
$209.89 - $233.24 $1.68K - $1.87K
1.26K $267K
SWKS
Skyworks Solutions, Inc.

Technology
143
+ 4.99%
$83.18 - $99.15 $11.9K - $14.2K
3.01K $266K
TTC
Toro CO

Industrials
21
+ 0.73%
$80.1 - $88.44 $1.68K - $1.86K
2.91K $232K
UA
Under Armour Inc Cl C

Consumer Cyclical
371
+ 1.4%
$7.37 - $9.94 $2.73K - $3.69K
26.9K $200K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
33
+ 0.64%
$56.61 - $61.63 $1.87K - $2.03K
5.15K $292K
NTAP
Net App, Inc.

Technology
80
+ 1.83%
$115.31 - $131.11 $9.22K - $10.5K
4.44K $515K
CAT
Caterpillar Inc

Industrials
65
+ 3.69%
$360.37 - $416.88 $23.4K - $27.1K
1.83K $662K
NVS
Novartis Ag

Healthcare
162
+ 6.44%
$96.78 - $117.18 $15.7K - $19K
2.68K $260K
OTIS
Otis Worldwide Corp

Industrials
105
+ 3.13%
$92.57 - $106.01 $9.72K - $11.1K
3.46K $319K
ING
Ing Groep Nv

Financial Services
41
+ 0.34%
$15.1 - $17.73 $619 - $727
12.1K $189K
IT
Gartner Inc

Technology
24
+ 1.06%
$481.22 - $551.8 $11.5K - $13.2K
2.29K $1.11M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.71%
$479.66 - $614.62 $1.44K - $1.84K
426 $207K
AMT
American Tower Corp

Real Estate
61
+ 5.8%
$179.4 - $232.01 $10.9K - $14.2K
1.11K $204K
RTX
Raytheon Technologies Corp

Industrials
43
+ 0.48%
$114.45 - $127.21 $4.92K - $5.47K
9.07K $1.05M
NKE
Nike, Inc.

Consumer Cyclical
86
+ 2.15%
$73.36 - $89.13 $6.31K - $7.67K
4.09K $309K
URI
United Rentals, Inc.

Industrials
6
+ 1.27%
$704.44 - $880.32 $4.23K - $5.28K
480 $338K
PG
Procter & Gamble CO

Consumer Defensive
476
+ 2.03%
$161.05 - $179.7 $76.7K - $85.5K
23.9K $4.01M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.0%
$45.17 - $47.23 $45.2 - $47.2
31.2K $1.41M
CEG
Constellation Energy Corp

Utilities
58
+ 2.83%
$224.28 - $285.52 $13K - $16.6K
2.1K $473K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
3.47K
+ 9.67%
$34.21 - $38.73 $119K - $134K
39.4K $1.35M
CSL
Carlisle Companies Inc

Industrials
2
+ 0.27%
$368.67 - $480.91 $737 - $962
741 $273K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
41
+ 3.34%
$396.64 - $516.74 $16.3K - $21.2K
1.27K $510K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
348
+ 3.82%
$59.24 - $74.8 $20.6K - $26K
9.45K $578K
TDG
Trans Digm Group Inc

Industrials
8
+ 1.76%
$1239.0 - $1442.53 $9.91K - $11.5K
462 $585K
ELAN
Elanco Animal Health Inc

Healthcare
266
+ 0.96%
$11.63 - $14.67 $3.09K - $3.9K
27.8K $337K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.11K
+ 4.07%
$38.37 - $42.82 $81K - $90.4K
54.1K $2.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.95K
+ 1.24%
$113.92 - $127.38 $336K - $376K
242K $27.9M
SPGI
S&P Global Inc.

Financial Services
25
+ 0.45%
$480.36 - $529.17 $12K - $13.2K
5.57K $2.77M
UPS
United Parcel Service Inc

Industrials
159
+ 1.46%
$122.65 - $138.35 $19.5K - $22K
11.1K $1.39M
ACGL
Arch Capital Group Ltd.

Financial Services
89
+ 1.38%
$88.71 - $114.86 $7.9K - $10.2K
6.56K $605K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
30
+ 0.59%
$97.45 - $121.28 $2.92K - $3.64K
5.08K $506K
SJM
J M Smucker CO

Consumer Defensive
200
+ 1.52%
$106.92 - $121.75 $21.4K - $24.4K
13.4K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 0.16%
$442.29 - $483.08 $15.5K - $16.9K
21.5K $9.77M
MSFT
Microsoft Corp

Technology
394
+ 1.06%
$406.35 - $454.46 $160K - $179K
37.6K $15.8M
UHS
Universal Health Services Inc

Healthcare
23
+ 0.69%
$175.8 - $236.9 $4.04K - $5.45K
3.35K $601K
FNDX
Schwab Fundamental U S Large C

ETFs
811K
+ 201.13%
$23.49 - $71.77 $19M - $58.2M
1.21M $28.7M
XLE
Energy Sector Spdr

ETFs
2.66K
+ 1.39%
$83.32 - $97.27 $221K - $258K
194K $16.6M
UNH
Unitedhealth Group Inc

Healthcare
43
+ 1.66%
$485.52 - $625.25 $20.9K - $26.9K
2.63K $1.33M
PFE
Pfizer Inc

Healthcare
2.48K
+ 2.3%
$24.8 - $30.19 $61.5K - $74.9K
111K $2.93M
SCHO
Schwab Short Term Us Treasury

ETFs
297K
+ 100.75%
$24.06 - $48.88 $7.15M - $14.5M
592K $14.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
49
+ 0.8%
$128.36 - $186.0 $6.29K - $9.11K
6.16K $792K
MCHP
Microchip Technology Inc

Technology
35
+ 0.39%
$55.51 - $79.05 $1.94K - $2.77K
9.02K $517K
CDW
Cdw Corp

Technology
69
+ 1.66%
$171.49 - $225.64 $11.8K - $15.6K
4.22K $734K
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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