Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025

Resonant Capital Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 413 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 $98.2M, Jp Morgan Ultra Short Mun Inco with a value of $65.8M, Blackrock Short Maturity Munic with a value of $62M, Schwab Intermediate Term Us Tr with a value of $58.6M, and ETF Ser Solution Distillate Us with a value of $54.5M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.41B to 1.54B.

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

Portfolio value $1.54 Billion
ETFs: $1.1 Billion
Technology: $129 Million
Financial Services: $84.6 Million
Healthcare: $55.6 Million
Consumer Cyclical: $45.2 Million
Communication Services: $41.1 Million
Industrials: $27.6 Million
Consumer Defensive: $26.1 Million
Other: $33 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$22.8 Million 1.48% of portfolio
45,803
Q2 2025 Added 20.05%
$3.84T
$18.9 Million 1.23% of portfolio
92,256
Q2 2025 Added 12.35%
$424B
$17.2 Million 1.12% of portfolio
108,838
Q2 2025 Added 24.61%
$2.36T
$11.9 Million 0.78% of portfolio
54,346
Q2 2025 Added 15.22%
$644B
$11.1 Million 0.72% of portfolio
22,926
Q2 2025 Added 3.08%
$914B
$10.2 Million 0.67% of portfolio
35,304
Q2 2025 Added 8.34%
$140B
$9.87 Million 0.64% of portfolio
35,809
Q2 2025 Added 16.84%
$1.75T
$9.51 Million 0.62% of portfolio
12,878
Q2 2025 Added 17.76%
$1.52T
$8.63 Million 0.56% of portfolio
48,659
Q2 2025 Added 3.22%
$566B
$7.83 Million 0.51% of portfolio
22,045
Q2 2025 Added 8.44%
$143B
$6.86 Million 0.45% of portfolio
25,699
Q2 2025 Added 1.95%
$1.5T
$6.85 Million 0.45% of portfolio
38,880
Q2 2025 Added 22.93%
$99.5B
$6.54 Million 0.43% of portfolio
8,924
Q2 2025 Added 0.12%
$480B
$5.85 Million 0.38% of portfolio
54,238
Q2 2025 Added 4.57%
$251B
$5.56 Million 0.36% of portfolio
17,424
Q2 2025 Added 3.68%
$813B
$5.6 Million 0.36% of portfolio
25,604
Q2 2025 Reduced 12.76%
$313B
$5.37 Million 0.35% of portfolio
37,471
Q2 2025 Added 4.57%
$186B
$4.93 Million 0.32% of portfolio
30,947
Q2 2025 Added 7.96%
$278B
$4.99 Million 0.32% of portfolio
71,896
Q2 2025 Added 9.1%
$80.3B
$4.87 Million 0.32% of portfolio
1,313
Q2 2025 Reduced 1.5%
$127B
$4.81 Million 0.31% of portfolio
20,217
Q2 2025 Added 2.34%
$463B
$4.58 Million 0.3% of portfolio
29,961
Q2 2025 Added 4.56%
$722B
$4.56 Million 0.3% of portfolio
5,844
Q2 2025 Added 10.62%
$380B
$4.39 Million 0.29% of portfolio
27,568
Q2 2025 Added 7.47%
$120B
$4.4 Million 0.29% of portfolio
14,251
Q2 2025 Added 2.1%
$47.9B
$3.97 Million 0.26% of portfolio
55,338
Q2 2025 Added 0.56%
$152B
$4.01 Million 0.26% of portfolio
13,433
Q2 2025 Added 5.56%
$571B
$3.87 Million 0.25% of portfolio
6,893
Q2 2025 Added 8.91%
$49.4B
$3.83 Million 0.25% of portfolio
51,476
Q2 2025 Added 0.46%
$143B
$3.8 Million 0.25% of portfolio
9,603
Q2 2025 Added 4.07%
$147B
$3.68 Million 0.24% of portfolio
13,164
Q2 2025 Added 2.44%
$224B
$3.66 Million 0.24% of portfolio
12,525
Q2 2025 Added 4.52%
$212B
$3.5 Million 0.23% of portfolio
28,194
Q2 2025 Added 7.94%
$547B
$3.51 Million 0.23% of portfolio
2,622
Q2 2025 Added 19.51%
$92.1B
$3.61 Million 0.23% of portfolio
21,746
Q2 2025 Added 5.68%
$60.8B
$3.42 Million 0.22% of portfolio
16,705
Q2 2025 Added 5.89%
$177B
$3.28 Million 0.21% of portfolio
6,217
Q2 2025 Added 10.13%
$79.4B
$3.2 Million 0.21% of portfolio
43,029
Q2 2025 Added 38.89%
$82.3B
$3.29 Million 0.21% of portfolio
17,632
Q2 2025 Added 2.29%
$167B
$3.21 Million 0.21% of portfolio
35,219
Q2 2025 Added 8.44%
$168B
$3.11 Million 0.2% of portfolio
8,030
Q2 2025 Added 80.21%
$390B
$2.89 Million 0.19% of portfolio
15,546
Q2 2025 Added 6.94%
$140B
$2.92 Million 0.19% of portfolio
14,758
Q2 2025 Added 5.46%
$27B
$2.87 Million 0.19% of portfolio
22,639
Q2 2025 Added 1.24%
$166B
$2.85 Million 0.19% of portfolio
12,842
Q2 2025 Added 5.77%
$126B
$2.9 Million 0.19% of portfolio
33,228
Q2 2025 Added 6.72%
$70.2B
$2.77 Million 0.18% of portfolio
23,158
Q2 2025 Added 5.75%
$135B
$2.84 Million 0.18% of portfolio
117,214
Q2 2025 Added 5.35%
$1.34T
$2.72 Million 0.18% of portfolio
8,554
Q2 2025 Added 49.23%

Summary

  • Portfolio
  • No. of Stocks 413
  • Current Value $1.54 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 278 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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