Resonant Capital Advisors, LLC Portfolio Holdings
Resonant Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
Resonant Capital Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 345 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 $84.4M, Ishares Trishares 0 3 Mnth Tre with a value of $71.1M, Jp Morgan Ultra Short Mun Inco with a value of $59.4M, Blackrock Short Maturity Munic with a value of $52.5M, and Schwab Intermediate Term Us Tr with a value of $49M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $1.34B to 1.35B.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 345
- Current Value $1.35 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 214 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks