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
$0
$2.63 Million 0.16% of portfolio
38,424
Q3 2025 Reduced 1.45%
$61.8B
$2.73 Million 0.16% of portfolio
24,310
Q3 2025 Added 4.97%
$82.7B
$2.69 Million 0.16% of portfolio
21,743
Q3 2025 Reduced 2.83%
$149B
$2.71 Million 0.16% of portfolio
24,400
Q3 2025 Added 15.76%
$380B
$2.51 Million 0.15% of portfolio
6,203
Q3 2025 Reduced 0.89%
$74.3B
$2.46 Million 0.15% of portfolio
69,361
Q3 2025 Reduced 0.28%
$240B
$2.5 Million 0.15% of portfolio
10,538
Q3 2025 Added 10.95%
$0
$2.51 Million 0.15% of portfolio
97,607
Q3 2025 Reduced 0.65%
$0
$2.61 Million 0.15% of portfolio
55,706
Q3 2025 Reduced 3.32%
$0
$2.55 Million 0.15% of portfolio
26,391
Q2 2025 Added 1.41%
$0
$2.4 Million 0.14% of portfolio
94,040
Q3 2025 Added 79.87%
$0
$2.41 Million 0.14% of portfolio
4,010
Q4 2024 Added 0.22%
$99.3B
$2.14 Million 0.13% of portfolio
47,553
Q3 2025 Reduced 7.04%
$0
$2.13 Million 0.13% of portfolio
22,829
Q3 2025 Reduced 4.18%
$0
$2.18 Million 0.13% of portfolio
18,225
Q2 2025 Reduced 0.3%
$221B
$1.95 Million 0.12% of portfolio
14,574
Q3 2025 Added 0.49%
$5.53B
$1.95 Million 0.12% of portfolio
53,070
Q3 2025 Reduced 2.94%
$0
$2.06 Million 0.12% of portfolio
4,390
Q3 2025 Added 71.95%
$0
$1.94 Million 0.12% of portfolio
41,426
Q3 2025 Reduced 4.83%
$50.7B
$2.01 Million 0.12% of portfolio
10,743
Q3 2025 Added 8.47%
$260B
$1.88 Million 0.11% of portfolio
11,235
Q3 2025 Added 3.0%
$6.1B
$1.9 Million 0.11% of portfolio
17,621
Q3 2025 Added 3.73%
$278B
$1.9 Million 0.11% of portfolio
18,480
Q3 2025 Added 7.29%
$23.4B
$1.62 Million 0.1% of portfolio
33,039
Q3 2025 Added 1.62%
$0
$1.64 Million 0.1% of portfolio
12,125
Q1 2025 Reduced 0.74%
$0
$1.76 Million 0.1% of portfolio
74,971
Q3 2025 Added 108.76%
$21.3B
$1.66 Million 0.1% of portfolio
30,446
Q3 2025 Reduced 0.18%
$0
$1.7 Million 0.1% of portfolio
42,645
Q3 2025 Reduced 0.44%
$0
$1.48 Million 0.09% of portfolio
60,261
Q2 2025 Reduced 3.13%
$0
$1.53 Million 0.09% of portfolio
3,300
Q2 2020 Reduced 5.71%
$0
$1.58 Million 0.09% of portfolio
71,291
Q3 2025 Added 138.64%
$0
$1.45 Million 0.09% of portfolio
31,821
Q3 2025 Reduced 4.99%
$0
$1.55 Million 0.09% of portfolio
65,489
Q2 2025 Reduced 2.99%
$19.9B
$1.46 Million 0.09% of portfolio
19,043
Q3 2025 Reduced 1.51%
$1.49T
$1.54 Million 0.09% of portfolio
5,500
Q3 2025 Added 4.01%
$0
$1.46 Million 0.09% of portfolio
31,160
Q1 2025 Reduced -0.0%
$336B
$1.4 Million 0.08% of portfolio
4,647
Q3 2025 Added 3.13%
$427B
$1.29 Million 0.08% of portfolio
25,034
Q3 2025 Added 3.12%
$27.6B
$1.32 Million 0.08% of portfolio
688
Q3 2025 Added 0.88%
$79.5B
$1.28 Million 0.08% of portfolio
6,527
Q3 2025 Added 417.61%
$53.4B
$1.41 Million 0.08% of portfolio
8,959
Q3 2025 Reduced 2.9%
$0
$1.37 Million 0.08% of portfolio
17,515
Q2 2025 Reduced 10.65%
$0
$1.38 Million 0.08% of portfolio
10,985
Q3 2025 Added 0.02%
$25.1B
$1.38 Million 0.08% of portfolio
6,692
Q3 2025 New
$14B
$1.29 Million 0.08% of portfolio
17,950
Q3 2025 Reduced 1.62%
$0
$1.11 Million 0.07% of portfolio
53,579
Q1 2025 Reduced 6.28%
$9.64B
$1.12 Million 0.07% of portfolio
24,881
Q3 2025 Added 1.34%
$0
$1.17 Million 0.07% of portfolio
13,465
Q4 2024 Reduced 0.1%
$303B
$1.23 Million 0.07% of portfolio
3,565
Q3 2025 Added 35.65%

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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