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.

Portfolio value $1.35 Billion
ETFs: $995 Million
Technology: $97.8 Million
Financial Services: $68.2 Million
Healthcare: $47.9 Million
Consumer Cyclical: $40.5 Million
Communication Services: $31.2 Million
Industrials: $23.1 Million
Consumer Defensive: $21.8 Million
Other: $24.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$496B
$5.2 Million 0.39% of portfolio
48,343
Q4 2024 Reduced 1.67%
$0
$5.24 Million 0.39% of portfolio
90,423
Q4 2024 Added 14.06%
$0
$5.13 Million 0.38% of portfolio
17,694
Q4 2024 Added 0.06%
$201B
$5.04 Million 0.37% of portfolio
16,965
Q4 2024 Reduced 0.81%
$419B
$5.05 Million 0.37% of portfolio
5,509
Q4 2024 Added 0.42%
$327B
$4.96 Million 0.37% of portfolio
34,230
Q4 2024 Added 3.09%
$96.7B
$4.9 Million 0.36% of portfolio
8,601
Q4 2024 Reduced 0.44%
$0
$4.89 Million 0.36% of portfolio
247,752
Q4 2024 Added 3.95%
$377B
$4.93 Million 0.36% of portfolio
29,564
Q4 2024 Reduced 0.35%
$0
$4.61 Million 0.34% of portfolio
84,204
Q4 2024 Reduced 4.2%
$0
$4.62 Million 0.34% of portfolio
102,755
Q4 2024 Added 5.51%
$197B
$4.46 Million 0.33% of portfolio
12,677
Q4 2024 Added 0.49%
$173B
$4.27 Million 0.32% of portfolio
27,817
Q4 2024 Reduced 0.46%
$0
$4.18 Million 0.31% of portfolio
83,436
Q4 2024 Added 22.43%
$0
$4.21 Million 0.31% of portfolio
177,297
Q4 2024 Added 45.56%
$0
$4.21 Million 0.31% of portfolio
168,133
Q4 2024 Added 41.05%
$104B
$4.06 Million 0.3% of portfolio
19,128
Q4 2024 Added 0.02%
$0
$4.12 Million 0.3% of portfolio
171,848
Q4 2024 Added 53.44%
$404B
$4.01 Million 0.3% of portfolio
23,937
Q4 2024 Added 2.03%
$785B
$3.86 Million 0.29% of portfolio
4,996
Q4 2024 Added 1.4%
$127B
$3.98 Million 0.29% of portfolio
13,592
Q4 2024 Reduced 0.04%
$434B
$3.8 Million 0.28% of portfolio
26,287
Q4 2024 Added 1.37%
$253B
$3.74 Million 0.28% of portfolio
63,230
Q4 2024 Added 2.6%
$230B
$3.36 Million 0.25% of portfolio
11,589
Q4 2024 Reduced 1.23%
$141B
$3.31 Million 0.25% of portfolio
9,196
Q4 2024 Reduced 0.55%
$207B
$3.21 Million 0.24% of portfolio
21,087
Q4 2024 Added 1.3%
$48.5B
$3.2 Million 0.24% of portfolio
52,339
Q4 2024 Added 0.67%
$71B
$3.27 Million 0.24% of portfolio
16,965
Q4 2024 Reduced 0.38%
$149B
$3.13 Million 0.23% of portfolio
13,652
Q4 2024 Added 0.55%
$167B
$3.13 Million 0.23% of portfolio
11,993
Q4 2024 Reduced 1.87%
$37.2B
$3.14 Million 0.23% of portfolio
50,753
Q4 2024 Reduced 0.56%
$523B
$3.13 Million 0.23% of portfolio
5,951
Q4 2024 Added 6.52%
$145B
$2.96 Million 0.22% of portfolio
11,974
Q4 2024 Added 0.67%
$142B
$2.93 Million 0.22% of portfolio
110,513
Q4 2024 Added 2.3%
$166B
$2.77 Million 0.21% of portfolio
5,571
Q4 2024 Added 0.45%
$72.6B
$2.84 Million 0.21% of portfolio
20,391
Q4 2024 Added 0.58%
$51.1B
$2.84 Million 0.21% of portfolio
15,626
Q4 2024 Added 101.94%
$180B
$2.9 Million 0.21% of portfolio
26,006
Q4 2024 Added 2.45%
$130B
$2.8 Million 0.21% of portfolio
49,556
Q4 2024 Reduced 0.69%
$268B
$2.66 Million 0.2% of portfolio
7,959
Q4 2024 Added 10.53%
$75.2B
$2.6 Million 0.19% of portfolio
21,213
Q4 2024 Added 1.76%
$75.5B
$2.61 Million 0.19% of portfolio
30,635
Q4 2024 Added 1.11%
$62.7B
$2.57 Million 0.19% of portfolio
53,657
Q4 2024 Reduced 15.48%
$370B
$2.56 Million 0.19% of portfolio
14,387
Q4 2024 Reduced 0.83%
$142B
$2.4 Million 0.18% of portfolio
32,471
Q4 2024 Added 1.82%
$818B
$2.37 Million 0.18% of portfolio
5,881
Q4 2024 Added 5.75%
$119B
$2.34 Million 0.17% of portfolio
29,300
Q4 2024 Reduced 0.58%
$0
$2.3 Million 0.17% of portfolio
26,023
Q2 2023 Reduced 5.44%
$40.2B
$2.34 Million 0.17% of portfolio
15,970
Q4 2024 Added 3.15%

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
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