Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.41 Billion
  • Q1 2025

Resonant Capital Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 370 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 $83.9M, Jp Morgan Ultra Short Mun Inco with a value of $65.1M, Blackrock Short Maturity Munic with a value of $61.9M, Ishares Trishares 0 3 Mnth Tre with a value of $55.4M, and Schwab Intermediate Term Us Tr with a value of $54.2M.

Examining the 13F form we can see an increase of $62.6M in the current position value, from $1.35B to 1.41B.

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

Portfolio value $1.41 Billion
ETFs: $1.05 Billion
Technology: $91 Million
Financial Services: $73.3 Million
Healthcare: $54.8 Million
Consumer Cyclical: $38.5 Million
Communication Services: $29.7 Million
Energy: $24.6 Million
Consumer Defensive: $24.4 Million
Other: $29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.21 Million 0.16% of portfolio
26,023
Q2 2023 Reduced 5.44%
$0
$2.16 Million 0.15% of portfolio
18,279
Q1 2025 Added 0.3%
$138B
$2.12 Million 0.15% of portfolio
18,909
Q1 2025 Added 8.16%
$0
$2.08 Million 0.15% of portfolio
34,875
Q1 2025 Added 3.82%
$49.7B
$2.1 Million 0.15% of portfolio
9,151
Q1 2025 Reduced 2.87%
$21.9B
$2.14 Million 0.15% of portfolio
57,199
Q1 2025 Added 10.77%
$536B
$2.05 Million 0.14% of portfolio
2,194
Q1 2025 Added 2.76%
$0
$2.04 Million 0.14% of portfolio
88,490
Q1 2025 Added 5.16%
$377B
$1.96 Million 0.14% of portfolio
5,340
Q1 2025 Reduced 0.85%
$86.5B
$2.02 Million 0.14% of portfolio
30,980
Q1 2025 Added 1.13%
$0
$1.8 Million 0.13% of portfolio
21,991
Q4 2024 Reduced 1.17%
$68.6B
$1.87 Million 0.13% of portfolio
63,439
Q1 2025 Added 4.85%
$235B
$1.81 Million 0.13% of portfolio
13,669
Q1 2025 Added 1.14%
$0
$1.88 Million 0.13% of portfolio
4,010
Q4 2024 Added 0.22%
$193B
$1.71 Million 0.12% of portfolio
4,456
Q1 2025 Added 13.62%
$4.64B
$1.64 Million 0.12% of portfolio
55,118
Q4 2024 Added 1.48%
$5.76B
$1.56 Million 0.11% of portfolio
1,086
Q1 2025 Added 5.23%
$1.03T
$1.49 Million 0.11% of portfolio
5,732
Q1 2025 Reduced 2.53%
$0
$1.59 Million 0.11% of portfolio
44,556
Q1 2025 Added 13.2%
$284B
$1.57 Million 0.11% of portfolio
2,995
Q1 2025 Added 13.88%
$0
$1.59 Million 0.11% of portfolio
67,506
Q1 2025 Reduced 5.86%
$0
$1.52 Million 0.11% of portfolio
62,211
Q1 2025 Reduced 6.14%
$19.7B
$1.57 Million 0.11% of portfolio
29,362
Q1 2025 Reduced 2.02%
$15.5B
$1.45 Million 0.1% of portfolio
17,797
Q1 2025 Added 1.17%
$0
$1.39 Million 0.1% of portfolio
12,125
Q1 2025 Reduced 0.74%
$0
$1.44 Million 0.1% of portfolio
31,160
Q1 2025 Reduced -0.0%
$0
$1.39 Million 0.1% of portfolio
3,300
Q2 2020 Reduced 5.71%
$74.7B
$1.46 Million 0.1% of portfolio
13,290
Q1 2025 Added 20.23%
$204B
$1.26 Million 0.09% of portfolio
9,499
Q1 2025 Added 4.78%
$40.1B
$1.2 Million 0.09% of portfolio
8,730
Q1 2025 Added 0.37%
$12B
$1.31 Million 0.09% of portfolio
23,198
Q1 2025 Reduced 0.77%
$0
$1.27 Million 0.09% of portfolio
33,492
Q4 2024 Reduced 8.81%
$55B
$1.32 Million 0.09% of portfolio
20,126
Q1 2025 Reduced 0.55%
$0
$1.29 Million 0.09% of portfolio
19,603
Q1 2025 Reduced 3.46%
$17.8B
$1.27 Million 0.09% of portfolio
8,345
Q1 2025 Reduced 3.63%
$19.1B
$1.31 Million 0.09% of portfolio
18,376
Q1 2025 Added 0.46%
$26.1B
$1.22 Million 0.09% of portfolio
654
Q1 2025 Added 1.08%
$0
$1.14 Million 0.08% of portfolio
45,145
Q1 2025 Added 2.28%
$264B
$1.14 Million 0.08% of portfolio
12,943
Q1 2025 Added 3.64%
$24.5B
$1.14 Million 0.08% of portfolio
14,737
Q1 2025 Added 3.27%
$29.8B
$1.17 Million 0.08% of portfolio
9,390
Q1 2025 Added 0.58%
$0
$1.06 Million 0.08% of portfolio
13,465
Q4 2024 Reduced 0.1%
$0
$1.11 Million 0.08% of portfolio
53,579
Q1 2025 Reduced 6.28%
$0
$940,000 0.07% of portfolio
7,007
Q1 2025 Added 0.1%
$218B
$949,000 0.07% of portfolio
206
Q1 2025 Added 7.85%
$0
$923,000 0.07% of portfolio
2,558
Q1 2025 Added 0.16%
$18.8B
$965,000 0.07% of portfolio
8,025
Q1 2025 Added 5.01%
$33.4B
$975,000 0.07% of portfolio
2,324
Q1 2025 Added 1.57%
$4.9B
$931,000 0.07% of portfolio
17,081
Q1 2025 Added 8.24%

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $1.41 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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