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 Market Cap. of $10 Billions to $200 Billions
