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
$2.48 Million 0.16% of portfolio
38,988
Q2 2025 Added 11.79%
$0
$2.43 Million 0.16% of portfolio
26,391
Q2 2025 Added 1.41%
$68B
$2.47 Million 0.16% of portfolio
54,566
Q2 2025 Added 3.18%
$0
$2.46 Million 0.16% of portfolio
57,616
Q2 2025 Reduced 0.84%
$141B
$2.26 Million 0.15% of portfolio
63,198
Q2 2025 Added 279.59%
$0
$2.36 Million 0.15% of portfolio
98,247
Q2 2025 Added 11.03%
$405B
$2.29 Million 0.15% of portfolio
6,259
Q2 2025 Added 17.21%
$99B
$2.37 Million 0.15% of portfolio
51,152
Q2 2025 Reduced 0.15%
$75.3B
$2.27 Million 0.15% of portfolio
69,559
Q2 2025 Added 9.65%
$150B
$2.34 Million 0.15% of portfolio
21,078
Q2 2025 Added 11.47%
$0
$2.17 Million 0.14% of portfolio
18,225
Q2 2025 Reduced 0.3%
$0
$2.21 Million 0.14% of portfolio
4,010
Q4 2024 Added 0.22%
$66.5B
$2.21 Million 0.14% of portfolio
22,377
Q2 2025 Added 11.18%
$0
$2.13 Million 0.14% of portfolio
43,528
Q2 2025 Added 0.12%
$0
$2.13 Million 0.14% of portfolio
23,825
Q2 2025 Added 8.34%
$21.8B
$1.95 Million 0.13% of portfolio
61,287
Q2 2025 Added 7.15%
$18.8B
$1.78 Million 0.12% of portfolio
30,502
Q2 2025 Added 3.88%
$55.6B
$1.71 Million 0.11% of portfolio
9,904
Q2 2025 Added 8.23%
$281B
$1.68 Million 0.11% of portfolio
17,225
Q2 2025 Added 33.08%
$0
$1.7 Million 0.11% of portfolio
42,835
Q2 2025 Reduced 3.86%
$4.64B
$1.72 Million 0.11% of portfolio
54,675
Q2 2025 Reduced 0.8%
$0
$1.54 Million 0.1% of portfolio
65,489
Q2 2025 Reduced 2.99%
$0
$1.48 Million 0.1% of portfolio
60,261
Q2 2025 Reduced 3.13%
$6.4B
$1.53 Million 0.1% of portfolio
16,987
Q2 2025 Added 1,464.18%
$38.3B
$1.55 Million 0.1% of portfolio
9,227
Q2 2025 Added 5.69%
$0
$1.54 Million 0.1% of portfolio
12,125
Q1 2025 Reduced 0.74%
$229B
$1.59 Million 0.1% of portfolio
10,908
Q2 2025 Added 14.83%
$0
$1.31 Million 0.09% of portfolio
10,983
Q2 2025 Added 62.9%
$0
$1.44 Million 0.09% of portfolio
31,160
Q1 2025 Reduced -0.0%
$26.1B
$1.36 Million 0.09% of portfolio
682
Q2 2025 Added 4.28%
$11.9B
$1.45 Million 0.09% of portfolio
14,753
Q2 2025 Added 3.02%
$261B
$1.32 Million 0.09% of portfolio
7,273
Q2 2025 Added 27.06%
$0
$1.36 Million 0.09% of portfolio
33,492
Q4 2024 Reduced 8.81%
$0
$1.33 Million 0.09% of portfolio
52,283
Q2 2025 Added 15.81%
$15.9B
$1.38 Million 0.09% of portfolio
8,362
Q2 2025 Added 0.2%
$0
$1.45 Million 0.09% of portfolio
3,300
Q2 2020 Reduced 5.71%
$217B
$1.34 Million 0.09% of portfolio
232
Q2 2025 Added 12.62%
$13.7B
$1.42 Million 0.09% of portfolio
18,245
Q2 2025 Added 2.52%
$27.8B
$1.37 Million 0.09% of portfolio
32,513
Q2 2025 Added 120.62%
$18.6B
$1.42 Million 0.09% of portfolio
19,334
Q2 2025 Added 5.21%
$11.2B
$1.2 Million 0.08% of portfolio
24,551
Q2 2025 Added 5.83%
$1.27T
$1.2 Million 0.08% of portfolio
5,288
Q2 2025 Added 45.63%
$0
$1.27 Million 0.08% of portfolio
17,515
Q2 2025 Reduced 10.65%
$210B
$1.27 Million 0.08% of portfolio
4,302
Q2 2025 Added 19.73%
$306B
$1.16 Million 0.08% of portfolio
4,506
Q2 2025 Added 12.12%
$26.8B
$1.11 Million 0.07% of portfolio
10,036
Q2 2025 Added 6.88%
$18.1B
$1.01 Million 0.07% of portfolio
2,494
Q2 2025 Added 7.31%
$250B
$1.09 Million 0.07% of portfolio
7,753
Q2 2025 Added 23.61%
$0
$1.1 Million 0.07% of portfolio
13,465
Q4 2024 Reduced 0.1%

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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