Resonant Capital Advisors, LLC Reduced Holdings in Q1 2025

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-158K
- 22.35%
$100.34 - $100.68 $15.9M - $15.9M
550K $55.4M
AVGO
Broadcom Inc.

Technology
-396
- 1.28%
$167.43 - $244.7 $66.3K - $96.9K
30.6K $5.13M
GOOG
Alphabet Inc.

Communication Services
-327
- 0.69%
$156.06 - $207.71 $51K - $67.9K
47.1K $7.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-373
- 0.83%
$551.42 - $612.93 $206K - $229K
44.8K $25M
SBUX
Starbucks Corp

Consumer Cyclical
-14.8K
- 77.67%
$91.75 - $115.81 $1.36M - $1.72M
4.27K $418K
TXN
Texas Instruments Inc

Technology
-5.9K
- 68.62%
N/A
2.7K $525K
TSLA
Tesla, Inc.

Consumer Cyclical
-149
- 2.53%
$222.15 - $428.22 $33.1K - $63.8K
5.73K $1.49M
ORCL
Oracle Corp

Technology
-215
- 0.73%
$139.81 - $186.47 $30.1K - $40.1K
29.3K $4.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-277
- 1.26%
$507.05 - $563.67 $140K - $156K
21.7K $11.1M
AXP
American Express CO

Financial Services
-160
- 0.94%
$255.39 - $325.87 $40.9K - $52.1K
16.8K $4.52M
USB
Us Bancorp \De\

Financial Services
-773
- 1.44%
$40.92 - $50.9 $31.6K - $39.3K
52.9K $2.23M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-124
- 0.19%
$109.15 - $120.99 $13.5K - $15K
64K $7.21M
ROST
Ross Stores, Inc.

Consumer Cyclical
-195
- 3.54%
$123.3 - $154.95 $24K - $30.2K
5.32K $679K
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 0.85%
$347.25 - $424.87 $16K - $19.5K
5.34K $1.96M
NTAP
Net App, Inc.

Technology
-37
- 0.83%
$87.84 - $126.3 $3.25K - $4.67K
4.41K $386K
ETN
Eaton Corp PLC

Industrials
-13
- 0.66%
$271.83 - $371.23 $3.53K - $4.83K
1.97K $535K
RGA
Reinsurance Group Of America Inc

Financial Services
-227
- 5.15%
$186.01 - $231.1 $42.2K - $52.5K
4.18K $823K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-702
- 3.46%
$64.88 - $72.1 $45.5K - $50.6K
19.6K $1.29M
CMCSA
Comcast Corp

Communication Services
-2.53K
- 13.19%
$33.19 - $38.23 $83.9K - $96.7K
16.6K $614K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-4.07K
- 6.14%
$24.41 - $24.65 $99.4K - $100K
62.2K $1.52M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-4.2K
- 5.86%
$23.55 - $23.74 $98.9K - $99.7K
67.5K $1.59M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-91
- 0.74%
$113.22 - $126.36 $10.3K - $11.5K
12.1K $1.39M
BA
Boeing CO

Industrials
-406
- 11.67%
$148.15 - $186.25 $60.1K - $75.6K
3.07K $524K
APH
Amphenol Corp

Technology
-111
- 0.55%
$61.62 - $78.55 $6.84K - $8.72K
20.1K $1.32M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.59K
- 6.28%
$20.64 - $20.73 $74.1K - $74.4K
53.6K $1.11M
CDNS
Cadence Design Systems Inc

Technology
-77
- 7.43%
$233.96 - $324.52 $18K - $25K
960 $244K
CAT
Caterpillar Inc

Industrials
-21
- 1.15%
$326.75 - $407.63 $6.86K - $8.56K
1.81K $595K
BAC
Bank Of America Corp

Financial Services
-588
- 3.18%
$39.61 - $47.74 $23.3K - $28.1K
17.9K $746K
NKE
Nike, Inc.

Consumer Cyclical
-231
- 5.65%
$63.29 - $81.72 $14.6K - $18.9K
3.85K $244K
LEN
Lennar Corp

Consumer Cyclical
-19
- 0.8%
$113.93 - $141.54 $2.16K - $2.69K
2.37K $271K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.06K
- 15.33%
$23.29 - $23.38 $47.9K - $48.1K
11.4K $265K
URI
United Rentals, Inc.

Industrials
-14
- 2.92%
$594.17 - $789.56 $8.32K - $11.1K
466 $292K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-550
- 5.82%
$58.09 - $67.05 $31.9K - $36.9K
8.9K $534K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.12K
- 15.57%
$22.11 - $22.43 $46.8K - $47.5K
11.5K $257K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-2.16K
- 15.15%
$21.16 - $21.77 $45.6K - $46.9K
12.1K $262K
BDX
Becton Dickinson & CO

Healthcare
-270
- 2.87%
$222.79 - $249.08 $60.2K - $67.3K
9.15K $2.1M
KMX
Carmax Inc

Consumer Cyclical
-191
- 3.35%
$69.25 - $89.19 $13.2K - $17K
5.51K $429K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2
- 0.05%
$75.03 - $97.25 $150 - $195
4.28K $334K
CPRT
Copart Inc

Consumer Cyclical
-181
- 0.77%
$52.3 - $59.83 $9.47K - $10.8K
23.2K $1.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-352
- 7.06%
$81.83 - $82.73 $28.8K - $29.1K
4.64K $383K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.68K
- 1.0%
$25.05 - $25.16 $42K - $42.2K
166K $4.19M
HON
Honeywell International Inc

Industrials
-5
- 0.32%
$202.75 - $226.52 $1.01K - $1.13K
1.54K $326K
SPG
Simon Property Group Inc

Real Estate
-41
- 1.83%
$159.48 - $187.78 $6.54K - $7.7K
2.2K $364K
FCX
Freeport Mcmoran Inc

Basic Materials
-477
- 7.24%
$34.5 - $43.01 $16.5K - $20.5K
6.11K $231K
EW
Edwards Lifesciences Corp

Healthcare
-32
- 0.95%
$67.95 - $76.19 $2.17K - $2.44K
3.35K $242K
AER
Aer Cap Holdings N.V.

Industrials
-241
- 8.69%
$94.11 - $105.78 $22.7K - $25.5K
2.53K $258K
TJX
Tjx Companies Inc

Consumer Cyclical
-64
- 1.83%
$112.81 - $126.16 $7.22K - $8.07K
3.42K $417K
Crane Company
-238
- 4.02%
N/A
5.68K $0
Arista Networks Inc
-62
- 1.47%
N/A
4.17K $0
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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