Resonant Capital Advisors, LLC Portfolio Holdings
Resonant Capital Advisors, LLC
- $1.22 Billion
- Q2 2024
Resonant Capital Advisors, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.22 Billion distributed in 336 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 $73.8M, Ishares Trishares 0 3 Mnth Tre with a value of $68.3M, Jp Morgan Ultra Short Mun Inco with a value of $45.3M, Vanguard Dividend Appreciation with a value of $44.4M, and ETF Ser Solution Distillate Us with a value of $43.9M.
Examining the 13F form we can see an increase of $52.1M in the current position value, from $1.17B to 1.22B.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 336
- Current Value $1.22 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q2 2024
- Filing Date August 01, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 232 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks