Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.69 Billion
  • Q3 2025

Resonant Capital Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.69 Billion distributed in 437 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 $136M, Jp Morgan Ultra Short Mun Inco with a value of $72.5M, Blackrock Short Maturity Munic with a value of $69.3M, Schwab Intermediate Term Us Tr with a value of $66.6M, and Vanguard Sht Term Corp Bd ETF with a value of $65.8M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.54B to 1.69B.

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

Portfolio value $1.69 Billion
ETFs: $1.21 Billion
Technology: $143 Million
Financial Services: $85.8 Million
Healthcare: $59.5 Million
Consumer Cyclical: $53 Million
Communication Services: $46.8 Million
Industrials: $29.5 Million
Energy: $24.7 Million
Other: $34.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$6.11 Million 0.36% of portfolio
39,359
Q3 2025 Added 5.04%
$0
$6.13 Million 0.36% of portfolio
107,244
Q3 2025 Reduced 2.11%
$0
$5.87 Million 0.35% of portfolio
247,176
Q3 2025 Added 32.31%
$127B
$5.91 Million 0.35% of portfolio
23,942
Q3 2025 Reduced 6.84%
$488B
$5.87 Million 0.35% of portfolio
31,647
Q3 2025 Added 5.63%
$0
$5.78 Million 0.34% of portfolio
124,867
Q3 2025 Reduced 0.74%
$70.6B
$5.8 Million 0.34% of portfolio
1,352
Q3 2025 Added 2.97%
$0
$5.68 Million 0.34% of portfolio
107,020
Q3 2025 Reduced 7.81%
$275B
$5.56 Million 0.33% of portfolio
16,735
Q3 2025 Reduced 3.95%
$192B
$5.35 Million 0.32% of portfolio
32,172
Q3 2025 Added 3.96%
$0
$5.47 Million 0.32% of portfolio
9,183
Q3 2025 Reduced 2.85%
$0
$5.38 Million 0.32% of portfolio
221,111
Q3 2025 Added 19.16%
$118B
$5.02 Million 0.3% of portfolio
20,419
Q3 2025 Added 1.0%
$292B
$5.02 Million 0.3% of portfolio
73,396
Q3 2025 Added 2.09%
$0
$5.05 Million 0.3% of portfolio
234,607
Q3 2025 Reduced 1.29%
$408B
$4.7 Million 0.28% of portfolio
5,079
Q3 2025 Reduced 7.64%
$0
$4.3 Million 0.26% of portfolio
71,709
Q3 2025 Reduced 13.18%
$878B
$4.24 Million 0.25% of portfolio
5,552
Q3 2025 Reduced 5.0%
$106B
$4.14 Million 0.25% of portfolio
14,090
Q3 2025 Reduced 1.13%
$96.6B
$4.11 Million 0.24% of portfolio
21,317
Q3 2025 Reduced 1.97%
$0
$4.12 Million 0.24% of portfolio
163,430
Q3 2025 Reduced 1.82%
$0
$3.99 Million 0.24% of portfolio
78,979
Q3 2025 Added 0.07%
$0
$4.05 Million 0.24% of portfolio
150,398
Q3 2025 Reduced 69.81%
$220B
$3.9 Million 0.23% of portfolio
12,828
Q3 2025 Added 2.42%
$171B
$3.81 Million 0.23% of portfolio
13,493
Q3 2025 Added 2.5%
$1.36T
$3.81 Million 0.23% of portfolio
8,577
Q3 2025 Added 0.27%
$348B
$3.73 Million 0.22% of portfolio
24,247
Q3 2025 Reduced 12.05%
$46.5B
$3.68 Million 0.22% of portfolio
54,574
Q3 2025 Reduced 1.38%
$526B
$3.75 Million 0.22% of portfolio
6,597
Q3 2025 Reduced 4.29%
$55.8B
$3.64 Million 0.22% of portfolio
18,024
Q3 2025 Added 3.76%
$387B
$3.61 Million 0.21% of portfolio
15,596
Q3 2025 Added 0.32%
$135B
$3.61 Million 0.21% of portfolio
9,770
Q3 2025 Added 1.74%
$63.5B
$3.49 Million 0.21% of portfolio
17,130
Q3 2025 Added 2.54%
$74.4B
$3.42 Million 0.2% of portfolio
16,999
Q3 2025 Reduced 3.59%
$145B
$3.43 Million 0.2% of portfolio
13,643
Q3 2025 Added 6.24%
$152B
$3.18 Million 0.19% of portfolio
9,017
Q3 2025 Added 12.29%
$202B
$3.25 Million 0.19% of portfolio
28,345
Q3 2025 Added 0.54%
$137B
$3.26 Million 0.19% of portfolio
127,865
Q3 2025 Added 9.09%
$70.3B
$3.23 Million 0.19% of portfolio
66,831
Q3 2025 Added 22.48%
$491B
$3.13 Million 0.19% of portfolio
2,612
Q3 2025 Reduced 0.38%
$173B
$3.23 Million 0.19% of portfolio
33,829
Q3 2025 Reduced 3.95%
$197B
$3.23 Million 0.19% of portfolio
23,006
Q3 2025 Added 11.69%
$123B
$3.04 Million 0.18% of portfolio
31,875
Q3 2025 Reduced 4.07%
$76.6B
$2.99 Million 0.18% of portfolio
44,553
Q3 2025 Added 3.54%
$162B
$3.07 Million 0.18% of portfolio
6,304
Q3 2025 Added 1.4%
$27.1B
$3.07 Million 0.18% of portfolio
22,796
Q3 2025 Added 0.69%
$196B
$3.01 Million 0.18% of portfolio
557
Q3 2025 Added 140.09%
$155B
$3.04 Million 0.18% of portfolio
12,327
Q3 2025 Reduced 8.23%
$153B
$2.83 Million 0.17% of portfolio
14,282
Q3 2025 Reduced 3.23%

Summary

  • Portfolio
  • No. of Stocks 437
  • Current Value $1.69 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 208 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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