Resonant Capital Advisors, LLC Portfolio Holdings
Resonant Capital Advisors, LLC
- $1.34 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 352
- Current Value $1.34 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 32 stocks
- Additional Purchases 204 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks