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.
Stock Holdings Table Market Cap. of $200 Billions or more
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