Resonant Capital Advisors, LLC Reduced Holdings in Q3 2025

Resonant Capital Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-145K
- 53.99%
N/A
124K $22.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-348K
- 69.81%
$26.44 - $27.1 $9.19M - $9.42M
150K $4.05M
DVN
Devon Energy Corp

Energy
-46.5K
- 75.8%
$31.75 - $36.99 $1.47M - $1.72M
14.8K $520K
SJM
J M Smucker CO

Consumer Defensive
-12.1K
- 81.94%
$102.24 - $113.2 $1.24M - $1.37M
2.67K $289K
ACN
Accenture PLC

Technology
-1.11K
- 8.23%
$232.56 - $304.78 $257K - $337K
12.3K $3.04M
PGR
Progressive Corp

Financial Services
-1.76K
- 6.84%
$238.61 - $264.3 $419K - $464K
23.9K $5.91M
COST
Costco Wholesale Corp

Consumer Defensive
-420
- 7.64%
$915.95 - $994.57 $385K - $418K
5.08K $4.7M
PG
Procter & Gamble CO

Consumer Defensive
-3.32K
- 12.05%
$150.47 - $161.22 $500K - $535K
24.2K $3.73M
VGIT
Vanguard Intermediate Term Tre

ETFs
-10.9K
- 13.18%
$58.97 - $60.36 $642K - $657K
71.7K $4.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.59K
- 62.55%
$84.28 - $89.46 $640K - $679K
4.55K $404K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-20.3K
- 62.54%
$25.83 - $26.47 $525K - $538K
12.2K $320K
V
Visa Inc.

Financial Services
-581
- 2.64%
$332.09 - $358.86 $193K - $208K
21.5K $7.33M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.07K
- 7.81%
$52.39 - $53.11 $475K - $482K
107K $5.68M
NFLX
Netflix Inc

Communication Services
-10
- 0.38%
$1147.87 - $1297.18 $11.5K - $13K
2.61K $3.13M
ISRG
Intuitive Surgical Inc

Healthcare
-338
- 18.61%
$433.66 - $544.47 $147K - $184K
1.48K $661K
LLY
Eli Lilly & CO

Healthcare
-292
- 5.0%
$625.65 - $812.69 $183K - $237K
5.55K $4.24M
KO
Coca Cola CO

Consumer Defensive
-3.6K
- 28.2%
$65.67 - $71.67 $236K - $258K
9.15K $607K
KR
Kroger CO

Consumer Defensive
-764
- 1.38%
$64.52 - $74.35 $49.3K - $56.8K
54.6K $3.68M
ADP
Automatic Data Processing Inc

Industrials
-161
- 1.13%
$288.69 - $310.94 $46.5K - $50.1K
14.1K $4.14M
CI
Cigna Corp

Healthcare
-661
- 41.89%
$262.23 - $334.39 $173K - $221K
917 $264K
SAP
Sap Se

Technology
-548
- 21.28%
$252.42 - $311.93 $138K - $171K
2.03K $541K
BMY
Bristol Myers Squibb CO

Healthcare
-3.6K
- 7.04%
$43.31 - $48.98 $156K - $176K
47.6K $2.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.1K
- 4.83%
$46.51 - $50.07 $97.8K - $105K
41.4K $1.94M
GDDY
Go Daddy Inc.

Technology
-280
- 8.89%
$133.35 - $178.59 $37.3K - $50K
2.87K $392K
BSX
Boston Scientific Corp

Healthcare
-1.07K
- 16.85%
$97.03 - $108.14 $104K - $116K
5.27K $514K
LBRDK
Liberty Broadband Corp

Communication Services
-107
- 2.44%
$58.3 - $100.8 $6.24K - $10.8K
4.28K $271K
IBN
Icici Bank LTD

Financial Services
-3.84K
- 35.71%
$30.23 - $34.41 $116K - $132K
6.91K $208K
CARR
Carrier Global Corp

Industrials
-92
- 0.85%
$58.75 - $80.73 $5.41K - $7.43K
10.8K $643K
AMT
American Tower Corp

Real Estate
-471
- 23.49%
$192.32 - $232.35 $90.6K - $109K
1.53K $295K
CAH
Cardinal Health Inc

Healthcare
-268
- 2.9%
$146.04 - $167.63 $39.1K - $44.9K
8.96K $1.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.49K
- 14.6%
$60.9 - $70.75 $90.9K - $106K
8.73K $545K
FTNT
Fortinet, Inc.

Technology
-793
- 22.39%
$74.39 - $107.65 $59K - $85.4K
2.75K $231K
NVO
Novo Nordisk A S

Healthcare
-523
- 6.45%
$45.38 - $71.7 $23.7K - $37.5K
7.58K $420K
DE
Deere & CO

Industrials
-200
- 26.21%
$457.26 - $524.37 $91.5K - $105K
563 $257K
TDG
Trans Digm Group Inc

Industrials
-21
- 4.15%
$1271.04 - $1620.83 $26.7K - $34K
485 $639K
CDW
Cdw Corp

Technology
-192
- 3.83%
$156.97 - $182.84 $30.1K - $35.1K
4.82K $768K
DOCU
Docusign, Inc.

Technology
-295
- 1.62%
$67.14 - $85.01 $19.8K - $25.1K
18K $1.29M
MA
Mastercard Inc

Financial Services
-296
- 4.29%
$550.18 - $598.96 $163K - $177K
6.6K $3.75M
ICE
Intercontinental Exchange, Inc.

Financial Services
-388
- 10.48%
$167.28 - $188.45 $64.9K - $73.1K
3.32K $558K
EQT
Eqt Corp

Energy
-56
- 0.18%
$49.19 - $59.19 $2.75K - $3.31K
30.4K $1.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-94
- 6.03%
$366.54 - $479.53 $34.5K - $45.1K
1.46K $573K
SHEL
Shell PLC

Energy
-1.77K
- 25.33%
$69.82 - $73.93 $124K - $131K
5.22K $373K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-421
- 25.7%
$196.15 - $217.83 $82.6K - $91.7K
1.22K $245K
CME
Cme Group Inc.

Financial Services
-385
- 33.02%
$258.83 - $287.1 $99.6K - $111K
781 $211K
VZ
Verizon Communications Inc

Communication Services
-2.78K
- 15.31%
$40.84 - $45.06 $113K - $125K
15.4K $674K
MSTR
Microstrategy Inc

Technology
-83
- 8.38%
$300.7 - $455.9 $25K - $37.8K
908 $292K
INTU
Intuit Inc

Technology
-26
- 3.35%
$646.03 - $807.39 $16.8K - $21K
751 $512K
HLN
Haleon PLC

Healthcare
-5.98K
- 20.33%
$8.72 - $10.35 $52.2K - $61.9K
23.4K $210K
HON
Honeywell International Inc

Industrials
-208
- 9.28%
$207.7 - $240.4 $43.2K - $50K
2.03K $428K
Activity Summary
Buys All Purchases 254 New Holdings 46 Increased Positions 208 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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