Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025

Resonant Capital Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 370 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 $83.9M, Jp Morgan Ultra Short Mun Inco with a value of $65.1M, Blackrock Short Maturity Munic with a value of $61.9M, Ishares Trishares 0 3 Mnth Tre with a value of $55.4M, and Schwab Intermediate Term Us Tr with a value of $54.2M.

Examining the 13F form we can see an increase of $62.6M in the current position value, from $1.35B to 1.41B.

Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
ETFs: $1.05 Billion
Technology: $91 Million
Financial Services: $73.3 Million
Healthcare: $54.8 Million
Consumer Cyclical: $38.5 Million
Communication Services: $29.7 Million
Energy: $24.6 Million
Consumer Defensive: $24.4 Million
Other: $29 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.88B
$931,000 0.07% of portfolio
17,081
Q1 2025 Added 8.24%
$3.35B
$786,000 0.06% of portfolio
9,787
Q1 2025 Added 103.94%
$6.28B
$534,000 0.04% of portfolio
8,901
Q1 2025 Reduced 5.82%
$9.35B
$450,000 0.03% of portfolio
958
Q1 2025 Added 0.21%
$7.91B
$419,000 0.03% of portfolio
5,216
Q1 2025 Added 2.64%
$6.6B
$308,000 0.02% of portfolio
29,414
Q1 2025 Added 5.66%
$8.43B
$313,000 0.02% of portfolio
11,744
Q1 2025 Added 6.03%
$2.94B
$312,000 0.02% of portfolio
2,792
Q1 2025 Added 15.95%
$7.44B
$220,000 0.02% of portfolio
3,027
Q1 2025 Added 4.13%
$6.88B
$221,000 0.02% of portfolio
4,215
Q1 2025 Added 7.12%
$5.44B
$235,000 0.02% of portfolio
1,871
Q1 2025 Added 2.24%
$8.2B
$321,000 0.02% of portfolio
2,537
Q1 2025 Added 1.0%
$3.66B
$204,000 0.01% of portfolio
711
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $1.41 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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