Resonant Capital Advisors, LLC Reduced Holdings in Q3 2024

Resonant Capital Advisors, LLC

  • $1.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-44.9K
- 88.91%
$117.9 - $128.2 $5.29M - $5.76M
5.6K $717K
LLY
Eli Lilly & CO

Healthcare
-574
- 10.43%
$772.14 - $960.02 $443K - $551K
4.93K $4.37M
CVS
Cvs Health Corp

Healthcare
-10.7K
- 25.09%
$55.81 - $63.18 $596K - $675K
31.9K $2M
SCHW
Schwab Charles Corp

Financial Services
-1.03K
- 3.12%
$61.74 - $76.08 $63.5K - $78.2K
31.9K $2.07M
CVX
Chevron Corp

Energy
-301
- 0.9%
$137.88 - $161.97 $41.5K - $48.8K
33.2K $4.89M
LRCX
Lam Research Corp

Technology
-53
- 6.65%
$731.56 - $1127.3 $38.8K - $59.7K
744 $607K
MPC
Marathon Petroleum Corp

Energy
-42
- 0.21%
$158.61 - $180.75 $6.66K - $7.59K
20.3K $3.3M
DIS
Walt Disney CO

Communication Services
-1.18K
- 4.44%
$85.6 - $98.61 $101K - $116K
25.4K $2.44M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.88K
- 27.12%
$113.45 - $126.18 $213K - $237K
5.05K $636K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.65K
- 15.25%
$60.84 - $67.51 $222K - $247K
20.3K $1.37M
MCHP
Microchip Technology Inc

Technology
-342
- 3.67%
$72.0 - $95.98 $24.6K - $32.8K
8.98K $721K
BA
Boeing CO

Industrials
-11
- 0.26%
$152.04 - $190.6 $1.67K - $2.1K
4.14K $629K
CDNS
Cadence Design Systems Inc

Technology
-284
- 22.49%
$246.84 - $321.11 $70.1K - $91.2K
979 $265K
ASML
Asml Holding Nv

Technology
-9
- 1.88%
$749.82 - $1098.95 $6.75K - $9.89K
469 $390K
AMAT
Applied Materials Inc

Technology
-98
- 6.41%
$174.88 - $254.97 $17.1K - $25K
1.43K $288K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-4.6K
- 17.73%
$11.2 - $12.46 $51.5K - $57.3K
21.3K $238K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.87K
- 1.52%
$21.05 - $21.17 $60.5K - $60.8K
186K $3.93M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.79K
- 4.56%
$57.8 - $60.8 $219K - $230K
79.3K $4.79M
AMP
Ameriprise Financial Inc

Financial Services
-150
- 23.11%
$391.53 - $469.81 $58.7K - $70.5K
499 $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-715
- 21.15%
$77.02 - $85.06 $55.1K - $60.8K
2.67K $225K
SLB
Schlumberger Limited

Energy
-23
- 0.34%
$39.57 - $49.67 $910 - $1.14K
6.65K $278K
SHEL
Shell PLC

Energy
-24
- 0.49%
$65.65 - $73.28 $1.58K - $1.76K
4.87K $320K
VDE
Vanguard Energy ETF

ETFs
-25
- 0.53%
$117.44 - $131.06 $2.94K - $3.28K
4.66K $570K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.26K
- 8.22%
$23.13 - $23.43 $29.1K - $29.5K
14.1K $329K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.31K
- 8.43%
$21.96 - $22.69 $28.8K - $29.8K
14.3K $322K
TTC
Toro CO

Industrials
-16
- 0.55%
$81.82 - $99.44 $1.31K - $1.59K
2.89K $250K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-174
- 3.9%
$104.47 - $116.17 $18.2K - $20.2K
4.29K $463K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-1.35K
- 8.31%
$21.22 - $22.22 $28.7K - $30K
14.9K $329K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.38K
- 1.69%
$24.29 - $24.63 $33.6K - $34K
80.4K $1.97M
CDW
Cdw Corp

Technology
-106
- 2.49%
$206.67 - $239.84 $21.9K - $25.4K
4.15K $939K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.43K
- 1.63%
$23.47 - $23.74 $33.6K - $34K
86.5K $2.05M
SJM
J M Smucker CO

Consumer Defensive
-1.52K
- 10.37%
$109.12 - $122.4 $166K - $187K
13.2K $1.59M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 0.79%
$147.95 - $191.05 $3.7K - $4.78K
3.13K $544K
Crane Company
-368
- 5.32%
N/A
6.54K $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-11
- 0.71%
$320.55 - $412.94 $3.53K - $4.54K
1.54K $600K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-344
- 5.33%
$138.82 - $162.76 $47.8K - $56K
6.11K $994K
FCX
Freeport Mcmoran Inc

Basic Materials
-127
- 1.86%
$39.52 - $51.92 $5.02K - $6.59K
6.7K $334K
AER
Aer Cap Holdings N.V.

Industrials
-11
- 0.4%
$86.24 - $98.28 $949 - $1.08K
2.77K $262K
TTE
Total Energies Se

Energy
-49
- 1.23%
$68.61 - $68.61 $3.36K - $3.36K
3.92K $269K
LNT
Alliant Energy Corp

Utilities
-642
- 12.65%
$50.74 - $60.74 $32.6K - $39K
4.44K $269K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.67K
- 4.44%
$35.73 - $39.48 $59.5K - $65.8K
35.9K $1.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1
- 0.03%
$56.47 - $63.69 $56.5 - $63.7
3.43K $215K
GD
General Dynamics Corp

Industrials
-1
- 0.08%
$279.51 - $308.09 $280 - $308
1.29K $389K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-205
- 3.02%
$75.88 - $83.21 $15.6K - $17.1K
6.59K $548K
VB
Vanguard Small Cap ETF

ETFs
-27
- 2.03%
$214.77 - $237.72 $5.8K - $6.42K
1.3K $308K
OTIS
Otis Worldwide Corp

Industrials
-76
- 2.22%
$91.43 - $104.43 $6.95K - $7.94K
3.35K $348K
IR
Ingersoll Rand Inc.

Industrials
-40
- 1.21%
$86.9 - $100.4 $3.48K - $4.02K
3.26K $320K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-243
- 0.71%
$25.19 - $26.39 $6.12K - $6.41K
33.9K $890K
COST
Costco Wholesale Corp

Consumer Defensive
-204
- 3.59%
$801.83 - $917.05 $164K - $187K
5.49K $4.86M
Activity Summary
Buys All Purchases 236 New Holdings 32 Increased Positions 204 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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