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
$68.6B
$2.23 Million 0.16% of portfolio
52,884
Q1 2025 Reduced 1.44%
$138B
$2.12 Million 0.15% of portfolio
18,909
Q1 2025 Added 8.16%
$51.7B
$2.1 Million 0.15% of portfolio
9,151
Q1 2025 Reduced 2.87%
$21.5B
$2.14 Million 0.15% of portfolio
57,199
Q1 2025 Added 10.77%
$530B
$2.05 Million 0.14% of portfolio
2,194
Q1 2025 Added 2.76%
$380B
$1.96 Million 0.14% of portfolio
5,340
Q1 2025 Reduced 0.85%
$87.9B
$2.02 Million 0.14% of portfolio
30,980
Q1 2025 Added 1.13%
$74.1B
$1.87 Million 0.13% of portfolio
63,439
Q1 2025 Added 4.85%
$220B
$1.81 Million 0.13% of portfolio
13,669
Q1 2025 Added 1.14%
$173B
$1.71 Million 0.12% of portfolio
4,456
Q1 2025 Added 13.62%
$11.7B
$1.7 Million 0.12% of portfolio
14,321
Q1 2025 Added 7.12%
$5.99B
$1.56 Million 0.11% of portfolio
1,086
Q1 2025 Added 5.23%
$1.05T
$1.49 Million 0.11% of portfolio
5,732
Q1 2025 Reduced 2.53%
$267B
$1.57 Million 0.11% of portfolio
2,995
Q1 2025 Added 13.88%
$19.9B
$1.57 Million 0.11% of portfolio
29,362
Q1 2025 Reduced 2.02%
$16.3B
$1.45 Million 0.1% of portfolio
17,797
Q1 2025 Added 1.17%
$219B
$1.26 Million 0.09% of portfolio
9,499
Q1 2025 Added 4.78%
$41.2B
$1.2 Million 0.09% of portfolio
8,730
Q1 2025 Added 0.37%
$11B
$1.31 Million 0.09% of portfolio
23,198
Q1 2025 Reduced 0.77%
$60.5B
$1.32 Million 0.09% of portfolio
20,126
Q1 2025 Reduced 0.55%
$17.7B
$1.27 Million 0.09% of portfolio
8,345
Q1 2025 Reduced 3.63%
$18.2B
$1.31 Million 0.09% of portfolio
18,376
Q1 2025 Added 0.46%
$27.4B
$1.22 Million 0.09% of portfolio
654
Q1 2025 Added 1.08%
$260B
$1.14 Million 0.08% of portfolio
12,943
Q1 2025 Added 3.64%
$27B
$1.14 Million 0.08% of portfolio
14,737
Q1 2025 Added 3.27%
$29.2B
$1.17 Million 0.08% of portfolio
9,390
Q1 2025 Added 0.58%
$229B
$949,000 0.07% of portfolio
206
Q1 2025 Added 7.85%
$18.7B
$965,000 0.07% of portfolio
8,025
Q1 2025 Added 5.01%
$28.2B
$975,000 0.07% of portfolio
2,324
Q1 2025 Added 1.57%
$4.68B
$931,000 0.07% of portfolio
17,081
Q1 2025 Added 8.24%
$256B
$908,000 0.06% of portfolio
5,724
Q1 2025 Added 14.09%
$3.16B
$786,000 0.06% of portfolio
9,787
Q1 2025 Added 103.94%
$13.1B
$823,000 0.06% of portfolio
4,182
Q1 2025 Reduced 5.15%
$283B
$804,000 0.06% of portfolio
4,019
Q1 2025 Added 7.92%
$253B
$893,000 0.06% of portfolio
3,593
Q1 2025 Added 4.78%
$207B
$903,000 0.06% of portfolio
10,066
Q1 2025 Added 12.41%
$10.9B
$718,000 0.05% of portfolio
5,471
Q1 2025 Added 0.55%
$383B
$746,000 0.05% of portfolio
17,892
Q1 2025 Reduced 3.18%
$14.8B
$660,000 0.05% of portfolio
6,317
Q1 2025 Added 2.57%
$121B
$702,000 0.05% of portfolio
1,450
Q1 2025 Added 14.44%
$195B
$770,000 0.05% of portfolio
27,243
Q1 2025 Added 18.93%
$180B
$687,000 0.05% of portfolio
15,150
Q1 2025 Added 9.26%
$32.9B
$641,000 0.05% of portfolio
6,672
Q1 2025 Added 1.72%
$47.1B
$679,000 0.05% of portfolio
5,316
Q1 2025 Reduced 3.54%
$10.7B
$637,000 0.05% of portfolio
3,393
Q1 2025 Added 1.28%
$181B
$769,000 0.05% of portfolio
1,554
Q1 2025 Added 1.44%
$301B
$697,000 0.05% of portfolio
9,740
Q1 2025 Added 23.23%
$24.4B
$691,000 0.05% of portfolio
4,316
Q1 2025 Added 2.2%
$85.2B
$657,000 0.05% of portfolio
475
Q1 2025 Added 2.81%

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
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