Resonant Capital Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 352 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 $81.1M, Ishares Trishares 0 3 Mnth Tre with a value of $70.9M, Jp Morgan Ultra Short Mun Inco with a value of $58.6M, Blackrock Short Maturity Munic with a value of $56.4M, and ETF Ser Solution Distillate Us with a value of $50.1M.
Examining the 13F form we can see an increase of $121M in the current position value, from $1.22B to 1.34B.
Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
ETFs: $987 Million
Technology: $94.2 Million
Financial Services: $65.1 Million
Healthcare: $54.2 Million
Consumer Cyclical: $38.4 Million
Communication Services: $27.8 Million
Industrials: $24 Million
Energy: $22.2 Million
Other: $26.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
