Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024

Resonant Capital Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 345 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 $84.4M, Ishares Trishares 0 3 Mnth Tre with a value of $71.1M, Jp Morgan Ultra Short Mun Inco with a value of $59.4M, Blackrock Short Maturity Munic with a value of $52.5M, and Schwab Intermediate Term Us Tr with a value of $49M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $1.34B to 1.35B.

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

Portfolio value $1.35 Billion
ETFs: $995 Million
Technology: $97.8 Million
Financial Services: $68.2 Million
Healthcare: $47.9 Million
Consumer Cyclical: $40.5 Million
Communication Services: $31.2 Million
Industrials: $23.1 Million
Consumer Defensive: $21.8 Million
Other: $24.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$20 Million 1.48% of portfolio
79,967
Q4 2024 Reduced 1.56%
$2.9T
$15.8 Million 1.17% of portfolio
37,574
Q4 2024 Added 1.06%
$2.09T
$9.83 Million 0.73% of portfolio
44,799
Q4 2024 Added 3.08%
$669B
$9.77 Million 0.72% of portfolio
21,545
Q4 2024 Added 0.16%
$284B
$9.26 Million 0.69% of portfolio
68,940
Q4 2024 Added 1.08%
$1.03T
$9.04 Million 0.67% of portfolio
47,467
Q4 2024 Reduced 0.09%
$764B
$7.85 Million 0.58% of portfolio
32,742
Q4 2024 Added 0.45%
$75.9B
$7.2 Million 0.53% of portfolio
31,043
Q4 2024 Reduced 0.6%
$592B
$6.32 Million 0.47% of portfolio
20,009
Q4 2024 Added 1.41%
$167B
$6.02 Million 0.45% of portfolio
25,106
Q4 2024 Reduced 1.49%
$1.5T
$6.1 Million 0.45% of portfolio
10,341
Q4 2024 Added 5.18%
$1.02T
$5.72 Million 0.42% of portfolio
30,226
Q4 2024 Added 7.95%
$449B
$5.2 Million 0.39% of portfolio
48,343
Q4 2024 Reduced 1.67%
$221B
$5.04 Million 0.37% of portfolio
16,965
Q4 2024 Reduced 0.81%
$463B
$5.05 Million 0.37% of portfolio
5,509
Q4 2024 Added 0.42%
$300B
$4.96 Million 0.37% of portfolio
34,230
Q4 2024 Added 3.09%
$437B
$4.93 Million 0.36% of portfolio
29,564
Q4 2024 Reduced 0.35%
$217B
$4.46 Million 0.33% of portfolio
12,677
Q4 2024 Added 0.49%
$173B
$4.27 Million 0.32% of portfolio
27,817
Q4 2024 Reduced 0.46%
$66B
$4.22 Million 0.31% of portfolio
1,319
Q4 2024 Reduced 0.83%
$118B
$4.06 Million 0.3% of portfolio
19,128
Q4 2024 Added 0.02%
$416B
$4.01 Million 0.3% of portfolio
23,937
Q4 2024 Added 2.03%
$883B
$3.86 Million 0.29% of portfolio
4,996
Q4 2024 Added 1.4%
$132B
$3.98 Million 0.29% of portfolio
13,592
Q4 2024 Reduced 0.04%
$437B
$3.8 Million 0.28% of portfolio
26,287
Q4 2024 Added 1.37%
$261B
$3.74 Million 0.28% of portfolio
63,230
Q4 2024 Added 2.6%
$224B
$3.36 Million 0.25% of portfolio
11,589
Q4 2024 Reduced 1.23%
$149B
$3.31 Million 0.25% of portfolio
9,196
Q4 2024 Reduced 0.55%
$215B
$3.21 Million 0.24% of portfolio
21,087
Q4 2024 Added 1.3%
$45B
$3.2 Million 0.24% of portfolio
52,339
Q4 2024 Added 0.67%
$76.6B
$3.27 Million 0.24% of portfolio
16,965
Q4 2024 Reduced 0.38%
$150B
$3.13 Million 0.23% of portfolio
13,652
Q4 2024 Added 0.55%
$166B
$3.13 Million 0.23% of portfolio
11,993
Q4 2024 Reduced 1.87%
$35.8B
$3.14 Million 0.23% of portfolio
50,753
Q4 2024 Reduced 0.56%
$548B
$3.13 Million 0.23% of portfolio
5,951
Q4 2024 Added 6.52%
$153B
$2.96 Million 0.22% of portfolio
11,974
Q4 2024 Added 0.67%
$147B
$2.93 Million 0.22% of portfolio
110,513
Q4 2024 Added 2.3%
$172B
$2.77 Million 0.21% of portfolio
5,571
Q4 2024 Added 0.45%
$72.7B
$2.84 Million 0.21% of portfolio
20,391
Q4 2024 Added 0.58%
$55B
$2.84 Million 0.21% of portfolio
15,626
Q4 2024 Added 101.94%
$206B
$2.9 Million 0.21% of portfolio
26,006
Q4 2024 Added 2.45%
$127B
$2.8 Million 0.21% of portfolio
49,556
Q4 2024 Reduced 0.69%
$293B
$2.66 Million 0.2% of portfolio
7,959
Q4 2024 Added 10.53%
$70.6B
$2.6 Million 0.19% of portfolio
21,213
Q4 2024 Added 1.76%
$80.7B
$2.61 Million 0.19% of portfolio
30,635
Q4 2024 Added 1.11%
$68.7B
$2.57 Million 0.19% of portfolio
53,657
Q4 2024 Reduced 15.48%
$374B
$2.56 Million 0.19% of portfolio
14,387
Q4 2024 Reduced 0.83%
$142B
$2.4 Million 0.18% of portfolio
32,471
Q4 2024 Added 1.82%
$899B
$2.37 Million 0.18% of portfolio
5,881
Q4 2024 Added 5.75%

Summary

  • Portfolio
  • No. of Stocks 345
  • Current Value $1.35 Billion
  • Prior Value $1.34 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 214 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email