Resonant Capital Advisors, LLC New Holdings in Q2 2025

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CR
Crane Holdings, Co.

Industrials
4.15K
New
$132.79 - $189.89 $551K - $788K
4.15K $788K
IBDV
Ishares Tr

Technology
29.9K
New
$21.28 - $21.98 $636K - $657K
29.9K $656K
COF
Capital One Financial Corp

Financial Services
2.85K
New
$150.57 - $212.76 $429K - $606K
2.85K $605K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.07K
New
$66.87 - $79.47 $473K - $562K
7.07K $561K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.33K
New
$70.44 - $86.87 $446K - $550K
6.33K $549K
KLAC
Kla Corp

Technology
496
New
$576.53 - $902.94 $286K - $448K
496 $444K
IBN
Icici Bank LTD

Financial Services
10.8K
New
$30.16 - $34.39 $324K - $370K
10.8K $361K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.11K
New
$177.93 - $313.14 $197K - $347K
1.11K $347K
COIN
Coinbase Global, Inc.

Technology
967
New
$151.47 - $375.07 $146K - $363K
967 $338K
HDB
Hdfc Bank LTD

Financial Services
4.15K
New
$63.78 - $77.48 $265K - $322K
4.15K $318K
WELL
Welltower Inc.

Real Estate
1.99K
New
$136.49 - $155.22 $271K - $308K
1.99K $305K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.29K
New
$45.98 - $56.15 $243K - $297K
5.29K $297K
DASH
Door Dash, Inc.

Communication Services
1.19K
New
$163.16 - $246.51 $194K - $293K
1.19K $292K
HWM
Howmet Aerospace Inc.

Industrials
1.35K
New
$112.33 - $186.13 $152K - $252K
1.35K $252K
FIS
Fidelity National Information Services, Inc.

Technology
3.1K
New
$68.14 - $82.13 $211K - $255K
3.1K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.73K
New
$54.19 - $67.22 $202K - $251K
3.73K $250K
TPR
Tapestry, Inc.

Consumer Cyclical
2.83K
New
$60.6 - $87.81 $171K - $248K
2.83K $248K
NEM
Newmont Corp

Basic Materials
4.24K
New
$44.18 - $59.46 $187K - $252K
4.24K $246K
MCO
Moodys Corp

Financial Services
488
New
$396.7 - $501.59 $194K - $245K
488 $244K
VST
Vistra Corp.

Utilities
1.26K
New
$98.07 - $195.04 $124K - $246K
1.26K $244K
DUK
Duke Energy Corp

Utilities
2.06K
New
$112.46 - $124.05 $232K - $256K
2.06K $243K
SNPS
Synopsys Inc

Technology
474
New
$380.9 - $517.66 $181K - $245K
474 $243K
APA
Apa Corp

Energy
13.2K
New
$14.03 - $21.24 $185K - $279K
13.2K $240K
FDX
Fedex Corp

Industrials
1.04K
New
$198.07 - $245.17 $205K - $254K
1.04K $235K
KMI
Kinder Morgan, Inc.

Energy
7.98K
New
$25.21 - $29.4 $201K - $234K
7.98K $234K
CL
Colgate Palmolive CO

Consumer Defensive
2.57K
New
$87.57 - $96.0 $225K - $246K
2.57K $233K
O
Realty Income Corp

Real Estate
4.05K
New
$52.27 - $58.52 $212K - $237K
4.05K $233K
NET
Cloudflare, Inc.

Technology
1.17K
New
$97.08 - $195.83 $113K - $229K
1.17K $228K
QRVO
Qorvo, Inc.

Technology
2.68K
New
$50.81 - $84.91 $136K - $227K
2.68K $227K
VRSN
Verisign Inc

Technology
782
New
$234.49 - $288.8 $183K - $226K
782 $225K
D
Dominion Energy, Inc

Utilities
3.85K
New
$49.66 - $58.0 $191K - $223K
3.85K $217K
WDAY
Workday, Inc.

Technology
906
New
$210.47 - $274.71 $191K - $249K
906 $217K
ADSK
Autodesk, Inc.

Technology
883
New
N/A
883 $217K
MSI
Motorola Solutions, Inc.

Technology
512
New
$394.72 - $440.39 $202K - $225K
512 $215K
PH
Parker Hannifin Corp

Industrials
308
New
$517.23 - $700.54 $159K - $216K
308 $215K
MMM
3 M CO

Industrials
1.42K
New
$126.09 - $154.15 $179K - $218K
1.42K $215K
SNOW
Snowflake Inc.

Technology
958
New
$130.53 - $223.77 $125K - $214K
958 $214K
ZM
Zoom Video Communications, Inc.

Technology
2.74K
New
$66.7 - $84.62 $183K - $232K
2.74K $213K
AFL
Aflac Inc

Financial Services
1.99K
New
$99.77 - $112.45 $199K - $224K
1.99K $210K
AXON
Axon Enterprise, Inc.

Industrials
253
New
$497.13 - $827.94 $126K - $209K
253 $209K
FANG
Diamondback Energy, Inc.

Energy
1.51K
New
$119.25 - $161.49 $180K - $244K
1.51K $207K
ED
Consolidated Edison Inc

Utilities
2.07K
New
$98.05 - $113.3 $203K - $235K
2.07K $207K
VMC
Vulcan Materials CO

Basic Materials
774
New
$226.49 - $276.01 $175K - $214K
774 $201K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.04K
New
$166.82 - $194.23 $173K - $202K
1.04K $201K
EQIX
Equinix Inc

Real Estate
252
New
$740.07 - $914.43 $186K - $230K
252 $200K
VTV
Vanguard Value ETF

ETFs
1.13K
New
$153.67 - $176.74 $173K - $199K
1.13K $199K
INFY
Infosys LTD

Technology
10.7K
New
$16.14 - $18.75 $173K - $201K
10.7K $198K
ABC
Amerisourcebergen Corp

Healthcare
914
New
N/A
914 $169K
UMC
United Microelectronics Corp

Technology
14.6K
New
$6.12 - $8.32 $89.3K - $121K
14.6K $111K
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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