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 Market Cap. of $10 Billions to $200 Billions
