Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.54 Billion
  • Q2 2025

Resonant Capital Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 413 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 $98.2M, Jp Morgan Ultra Short Mun Inco with a value of $65.8M, Blackrock Short Maturity Munic with a value of $62M, Schwab Intermediate Term Us Tr with a value of $58.6M, and ETF Ser Solution Distillate Us with a value of $54.5M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.41B to 1.54B.

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

Portfolio value $1.54 Billion
ETFs: $1.1 Billion
Technology: $129 Million
Financial Services: $84.6 Million
Healthcare: $55.6 Million
Consumer Cyclical: $45.2 Million
Communication Services: $41.1 Million
Industrials: $27.6 Million
Consumer Defensive: $26.1 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.96 Million 0.39% of portfolio
109,559
Q2 2025 Added 25.22%
$442B
$5.85 Million 0.38% of portfolio
54,238
Q2 2025 Added 4.57%
$227B
$5.56 Million 0.36% of portfolio
17,424
Q2 2025 Added 3.68%
$684B
$5.6 Million 0.36% of portfolio
25,604
Q2 2025 Reduced 12.76%
$439B
$5.44 Million 0.35% of portfolio
5,499
Q2 2025 Added 2.63%
$0
$5.36 Million 0.35% of portfolio
125,803
Q2 2025 Added 18.11%
$0
$5.35 Million 0.35% of portfolio
9,452
Q2 2025 Reduced 2.75%
$302B
$5.37 Million 0.35% of portfolio
37,471
Q2 2025 Added 4.57%
$0
$5.12 Million 0.33% of portfolio
16,843
Q2 2025 Reduced 2.11%
$173B
$4.93 Million 0.32% of portfolio
30,947
Q2 2025 Added 7.96%
$293B
$4.99 Million 0.32% of portfolio
71,896
Q2 2025 Added 9.1%
$0
$4.94 Million 0.32% of portfolio
237,666
Q2 2025 Reduced 0.13%
$75.9B
$4.87 Million 0.32% of portfolio
1,313
Q2 2025 Reduced 1.5%
$0
$4.94 Million 0.32% of portfolio
82,591
Q2 2025 Reduced 9.86%
$119B
$4.81 Million 0.31% of portfolio
20,217
Q2 2025 Added 2.34%
$452B
$4.58 Million 0.3% of portfolio
29,961
Q2 2025 Added 4.56%
$0
$4.5 Million 0.29% of portfolio
185,555
Q2 2025 Added 4.18%
$0
$4.44 Million 0.29% of portfolio
186,814
Q2 2025 Added 4.15%
$368B
$4.39 Million 0.29% of portfolio
27,568
Q2 2025 Added 7.47%
$124B
$4.4 Million 0.29% of portfolio
14,251
Q2 2025 Added 2.1%
$0
$4.19 Million 0.27% of portfolio
166,457
Q1 2025 Reduced 1.0%
$52.6B
$3.97 Million 0.26% of portfolio
55,338
Q2 2025 Added 0.56%
$150B
$4.01 Million 0.26% of portfolio
13,433
Q2 2025 Added 5.56%
$548B
$3.87 Million 0.25% of portfolio
6,893
Q2 2025 Added 8.91%
$53.3B
$3.83 Million 0.25% of portfolio
51,476
Q2 2025 Added 0.46%
$0
$3.92 Million 0.25% of portfolio
78,922
Q2 2025 Reduced 10.9%
$142B
$3.8 Million 0.25% of portfolio
9,603
Q2 2025 Added 4.07%
$152B
$3.68 Million 0.24% of portfolio
13,164
Q2 2025 Added 2.44%
$222B
$3.66 Million 0.24% of portfolio
12,525
Q2 2025 Added 4.52%
$207B
$3.5 Million 0.23% of portfolio
28,194
Q2 2025 Added 7.94%
$545B
$3.51 Million 0.23% of portfolio
2,622
Q2 2025 Added 19.51%
$79.3B
$3.61 Million 0.23% of portfolio
21,746
Q2 2025 Added 5.68%
$52.5B
$3.42 Million 0.22% of portfolio
16,705
Q2 2025 Added 5.89%
$182B
$3.28 Million 0.21% of portfolio
6,217
Q2 2025 Added 10.13%
$78.6B
$3.2 Million 0.21% of portfolio
43,029
Q2 2025 Added 38.89%
$77.3B
$3.29 Million 0.21% of portfolio
17,632
Q2 2025 Added 2.29%
$179B
$3.21 Million 0.21% of portfolio
35,219
Q2 2025 Added 8.44%
$157B
$3.11 Million 0.2% of portfolio
8,030
Q2 2025 Added 80.21%
$351B
$2.89 Million 0.19% of portfolio
15,546
Q2 2025 Added 6.94%
$150B
$2.92 Million 0.19% of portfolio
14,758
Q2 2025 Added 5.46%
$26.5B
$2.87 Million 0.19% of portfolio
22,639
Q2 2025 Added 1.24%
$152B
$2.85 Million 0.19% of portfolio
12,842
Q2 2025 Added 5.77%
$122B
$2.9 Million 0.19% of portfolio
33,228
Q2 2025 Added 6.72%
$69.2B
$2.77 Million 0.18% of portfolio
23,158
Q2 2025 Added 5.75%
$138B
$2.84 Million 0.18% of portfolio
117,214
Q2 2025 Added 5.35%
$1.08T
$2.72 Million 0.18% of portfolio
8,554
Q2 2025 Added 49.23%
$202B
$2.72 Million 0.18% of portfolio
20,598
Q2 2025 Reduced 4.0%
$49.5B
$2.77 Million 0.18% of portfolio
17,371
Q2 2025 Added 4.16%
$232B
$2.59 Million 0.17% of portfolio
9,498
Q2 2025 Added 11.37%

Summary

  • Portfolio
  • No. of Stocks 413
  • Current Value $1.54 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 278 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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