Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025

Resonant Capital Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 370 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $83.9M, Jp Morgan Ultra Short Mun Inco with a value of $65.1M, Blackrock Short Maturity Munic with a value of $61.9M, Ishares Trishares 0 3 Mnth Tre with a value of $55.4M, and Schwab Intermediate Term Us Tr with a value of $54.2M.

Examining the 13F form we can see an increase of $62.6M in the current position value, from $1.35B to 1.41B.

Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
ETFs: $1.05 Billion
Technology: $91 Million
Financial Services: $73.3 Million
Healthcare: $54.8 Million
Consumer Cyclical: $38.5 Million
Communication Services: $29.7 Million
Energy: $24.6 Million
Consumer Defensive: $24.4 Million
Other: $29 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$18.2 Million 1.29% of portfolio
82,118
Q1 2025 Added 2.69%
$3.77T
$14.3 Million 1.01% of portfolio
38,154
Q1 2025 Added 1.54%
$622B
$11.8 Million 0.84% of portfolio
22,241
Q1 2025 Added 3.23%
$416B
$9.47 Million 0.67% of portfolio
87,341
Q1 2025 Added 26.69%
$2.32T
$8.97 Million 0.64% of portfolio
47,168
Q1 2025 Added 5.29%
$855B
$7.99 Million 0.57% of portfolio
32,586
Q1 2025 Reduced 0.48%
$1.17T
$7.36 Million 0.52% of portfolio
47,140
Q1 2025 Reduced 0.69%
$145B
$7.13 Million 0.51% of portfolio
25,208
Q1 2025 Added 0.41%
$575B
$7.12 Million 0.5% of portfolio
20,329
Q1 2025 Added 1.6%
$1.58T
$6.3 Million 0.45% of portfolio
10,936
Q1 2025 Added 5.75%
$452B
$6.17 Million 0.44% of portfolio
51,869
Q1 2025 Added 7.29%
$102B
$6 Million 0.42% of portfolio
8,913
Q1 2025 Added 3.63%
$294B
$5.99 Million 0.42% of portfolio
35,832
Q1 2025 Added 4.68%
$417B
$5.07 Million 0.36% of portfolio
5,358
Q1 2025 Reduced 2.74%
$71.6B
$5.08 Million 0.36% of portfolio
1,333
Q1 2025 Added 1.06%
$113B
$5.13 Million 0.36% of portfolio
30,647
Q1 2025 Reduced 1.28%
$439B
$4.75 Million 0.34% of portfolio
28,653
Q1 2025 Added 9.0%
$227B
$4.52 Million 0.32% of portfolio
16,805
Q1 2025 Reduced 0.94%
$375B
$4.37 Million 0.31% of portfolio
25,652
Q1 2025 Added 7.16%
$177B
$4.4 Million 0.31% of portfolio
28,665
Q1 2025 Added 3.05%
$738B
$4.36 Million 0.31% of portfolio
5,283
Q1 2025 Added 5.74%
$126B
$4.26 Million 0.3% of portfolio
13,958
Q1 2025 Added 2.69%
$642B
$4.1 Million 0.29% of portfolio
29,349
Q1 2025 Reduced 0.73%
$280B
$4.07 Million 0.29% of portfolio
65,900
Q1 2025 Added 4.22%
$164B
$4 Million 0.28% of portfolio
12,851
Q1 2025 Added 7.15%
$121B
$3.98 Million 0.28% of portfolio
19,754
Q1 2025 Added 3.27%
$181B
$3.97 Million 0.28% of portfolio
12,726
Q1 2025 Added 0.39%
$220B
$3.74 Million 0.27% of portfolio
11,983
Q1 2025 Added 3.4%
$52B
$3.72 Million 0.26% of portfolio
55,028
Q1 2025 Added 5.14%
$44.9B
$3.47 Million 0.25% of portfolio
51,241
Q1 2025 Added 0.96%
$533B
$3.47 Million 0.25% of portfolio
6,329
Q1 2025 Added 6.35%
$149B
$3.43 Million 0.24% of portfolio
9,227
Q1 2025 Added 0.34%
$201B
$3.22 Million 0.23% of portfolio
21,457
Q1 2025 Added 1.75%
$331B
$3.05 Million 0.22% of portfolio
14,537
Q1 2025 Added 1.04%
$102B
$3.12 Million 0.22% of portfolio
51,231
Q1 2025 Added 3.38%
$87.4B
$3 Million 0.21% of portfolio
20,578
Q1 2025 Added 0.92%
$79.5B
$3.03 Million 0.21% of portfolio
17,238
Q1 2025 Added 1.61%
$169B
$2.87 Million 0.2% of portfolio
5,645
Q1 2025 Added 1.33%
$122B
$2.8 Million 0.2% of portfolio
31,135
Q1 2025 Added 6.26%
$141B
$2.83 Million 0.2% of portfolio
12,142
Q1 2025 Added 1.4%
$69.1B
$2.81 Million 0.2% of portfolio
21,898
Q1 2025 Added 3.23%
$138B
$2.87 Million 0.2% of portfolio
13,994
Q1 2025 Added 2.51%
$141B
$2.82 Million 0.2% of portfolio
111,264
Q1 2025 Added 0.68%
$58.9B
$2.69 Million 0.19% of portfolio
15,776
Q1 2025 Added 0.96%
$221B
$2.58 Million 0.18% of portfolio
26,119
Q1 2025 Added 0.43%
$173B
$2.54 Million 0.18% of portfolio
32,478
Q1 2025 Added 0.02%
$43.7B
$2.41 Million 0.17% of portfolio
16,678
Q1 2025 Added 4.43%
$26.4B
$2.21 Million 0.16% of portfolio
22,362
Q1 2025 Added 5.54%
$264B
$2.29 Million 0.16% of portfolio
8,528
Q1 2025 Added 7.15%

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $1.41 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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