Resonant Capital Advisors, LLC Reduced Holdings in Q2 2025

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-132K
- 24.02%
$100.35 - $100.71 $13.3M - $13.3M
418K $42.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-36K
- 16.01%
$50.36 - $50.68 $1.81M - $1.82M
189K $9.57M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-35.2K
- 16.03%
$50.48 - $50.71 $1.78M - $1.79M
185K $9.36M
UPS
United Parcel Service Inc

Industrials
-10.5K
- 78.86%
$91.92 - $110.2 $963K - $1.15M
2.81K $283K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-19.7K
- 8.35%
$46.77 - $47.89 $922K - $944K
216K $10.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-32.7K
- 5.25%
$24.19 - $24.45 $792K - $801K
590K $14.4M
BMY
Bristol Myers Squibb CO

Healthcare
-79
- 0.15%
$44.12 - $59.6 $3.49K - $4.71K
51.2K $2.37M
UNH
Unitedhealth Group Inc

Healthcare
-367
- 12.25%
$274.35 - $599.47 $101K - $220K
2.63K $819K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-9.66K
- 10.9%
$48.46 - $50.2 $468K - $485K
78.9K $3.92M
VGIT
Vanguard Intermediate Term Tre

ETFs
-9.03K
- 9.86%
$58.63 - $59.9 $530K - $541K
82.6K $4.94M
AZO
Autozone Inc

Consumer Cyclical
-20
- 1.5%
$3478.38 - $3880.15 $69.6K - $77.6K
1.31K $4.87M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-314
- 0.13%
$19.55 - $21.78 $6.14K - $6.84K
238K $4.94M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-5.9K
- 15.38%
$25.57 - $26.34 $151K - $155K
32.5K $846K
TXN
Texas Instruments Inc

Technology
-784
- 29.05%
N/A
1.92K $372K
GM
General Motors CO

Consumer Cyclical
-3.37K
- 40.04%
$42.48 - $50.46 $143K - $170K
5.05K $248K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.21K
- 23.1%
$67.02 - $83.8 $80.8K - $101K
4.01K $304K
SPG
Simon Property Group Inc

Real Estate
-595
- 27.11%
$140.37 - $171.44 $83.5K - $102K
1.6K $257K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.68K
- 2.26%
$51.68 - $52.76 $139K - $142K
116K $6.13M
TTE
Total Energies Se

Energy
-1.06K
- 17.19%
N/A
5.12K $350K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-2.02K
- 2.99%
$23.2 - $23.63 $46.8K - $47.7K
65.5K $1.54M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-9.36K
- 5.02%
$35.77 - $42.27 $335K - $396K
177K $7.48M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.95K
- 3.13%
$24.37 - $24.56 $47.5K - $47.9K
60.3K $1.48M
SHEL
Shell PLC

Energy
-79
- 1.12%
$59.75 - $73.05 $4.72K - $5.77K
6.99K $492K
LNT
Alliant Energy Corp

Utilities
-62
- 1.54%
$58.79 - $64.85 $3.64K - $4.02K
3.97K $240K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.09K
- 10.65%
$58.41 - $72.69 $122K - $152K
17.5K $1.27M
T
At&T Inc.

Communication Services
-794
- 2.91%
$26.33 - $28.94 $20.9K - $23K
26.4K $765K
Crane Company
-408
- 7.18%
N/A
5.27K $0
Lam Research Corp
-98
- 1.48%
N/A
6.54K $0
ES
Eversource Energy

Utilities
-20
- 0.58%
$54.25 - $65.89 $1.09K - $1.32K
3.45K $219K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-54
- 0.3%
$116.93 - $119.39 $6.31K - $6.45K
18.2K $2.17M
NTAP
Net App, Inc.

Technology
-366
- 8.31%
$76.1 - $106.55 $27.9K - $39K
4.04K $430K
SGOL
Abrdn Gold ETF Trust

ETFs
-443
- 0.8%
$28.39 - $32.75 $12.6K - $14.5K
54.7K $1.72M
FLEX
Flex Ltd.

Technology
-905
- 10.5%
$26.68 - $50.09 $24.1K - $45.3K
7.72K $385K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.72K
- 3.86%
$32.02 - $39.74 $55.1K - $68.4K
42.8K $1.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.2%
$320.42 - $424.58 $1.6K - $2.12K
2.55K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-267
- 2.75%
$468.22 - $566.51 $125K - $151K
9.45K $5.35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-487
- 0.84%
$34.72 - $42.74 $16.9K - $20.8K
57.6K $2.46M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-245
- 0.33%
$89.02 - $104.29 $21.8K - $25.6K
73.8K $7.69M
VTI
Vanguard Total Stock Market Et

ETFs
-363
- 2.11%
$243.75 - $303.93 $88.5K - $110K
16.8K $5.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
-182
- 0.18%
$61.79 - $76.67 $11.2K - $14K
103K $7.83M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-791
- 0.49%
$94.8 - $117.22 $75K - $92.7K
162K $18.9M
ORCL
Oracle Corp

Technology
-3.75K
- 12.76%
$122.82 - $218.63 $460K - $819K
25.6K $5.6M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.11K
- 0.47%
$62.52 - $78.19 $69.4K - $86.8K
235K $18.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 2.58%
$496.48 - $617.85 $574K - $715K
43.6K $27M
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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