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
$130B
$524,000 0.04% of portfolio
3,073
Q1 2025 Reduced 11.67%
$0
$600,000 0.04% of portfolio
13,749
Q1 2025 Added 3.45%
$98.3B
$565,000 0.04% of portfolio
3,279
Q1 2025 Added 9.96%
$14.6B
$507,000 0.04% of portfolio
6,120
Q1 2025 Added 4.42%
$24B
$597,000 0.04% of portfolio
1,631
Q1 2025 Added 3.49%
$52.5B
$364,000 0.03% of portfolio
2,195
Q1 2025 Reduced 1.83%
$37.6B
$456,000 0.03% of portfolio
9,427
Q1 2025 Added 4.55%
$63.5B
$438,000 0.03% of portfolio
5,460
Q1 2025 Added 0.09%
$20.1B
$365,000 0.03% of portfolio
11,787
Q1 2025 Added 6.18%
$207B
$462,000 0.03% of portfolio
581
Q1 2025 Added 2.65%
$147B
$417,000 0.03% of portfolio
3,424
Q1 2025 Reduced 1.83%
$159B
$402,000 0.03% of portfolio
6,764
Q1 2025 Added 21.83%
$138B
$482,000 0.03% of portfolio
2,041
Q1 2025 Added 5.7%
$10.4B
$384,000 0.03% of portfolio
6,318
Q1 2025 New
$254B
$400,000 0.03% of portfolio
3,589
Q1 2025 Added 34.12%
$15.4B
$466,000 0.03% of portfolio
4,437
Q1 2025 Added 10.21%
$99.4B
$418,000 0.03% of portfolio
4,269
Q1 2025 Reduced 77.67%
$106B
$433,000 0.03% of portfolio
1,503
Q1 2025 Reduced 2.97%
$141B
$492,000 0.03% of portfolio
6,951
Q1 2025 Added 19.0%
$39.7B
$381,000 0.03% of portfolio
3,701
Q1 2025 Added 7.12%
$9.35B
$450,000 0.03% of portfolio
958
Q1 2025 Added 0.21%
$96B
$367,000 0.03% of portfolio
1,586
Q1 2025 Added 15.51%
$173B
$423,000 0.03% of portfolio
6,177
Q1 2025 Added 45.86%
$22.4B
$386,000 0.03% of portfolio
4,405
Q1 2025 Reduced 0.83%
$112B
$433,000 0.03% of portfolio
4,124
Q1 2025 Added 16.14%
$0
$364,000 0.03% of portfolio
5,544
Q3 2022 Reduced 78.78%
$0
$383,000 0.03% of portfolio
4,635
Q1 2025 Reduced 7.06%
$95B
$450,000 0.03% of portfolio
1,369
Q1 2025 Added 61.25%
$0
$464,000 0.03% of portfolio
20,077
Q1 2025 Added 5.82%
$0
$364,000 0.03% of portfolio
14,586
Q4 2024 Added 0.61%
$22.8B
$361,000 0.03% of portfolio
1,759
Q1 2025 Added 11.61%
$76.1B
$405,000 0.03% of portfolio
1,488
Q1 2025 Added 21.87%
$143B
$487,000 0.03% of portfolio
4,831
Q1 2025 Added 11.19%
$32.5B
$402,000 0.03% of portfolio
6,730
Q1 2025 New
$68.1B
$396,000 0.03% of portfolio
8,424
Q1 2025 Added 7.45%
$28.1B
$489,000 0.03% of portfolio
2,717
Q1 2025 Added 5.27%
$10.6B
$429,000 0.03% of portfolio
5,509
Q1 2025 Reduced 3.35%
$209B
$427,000 0.03% of portfolio
783
Q1 2025 Added 8.0%
$102B
$425,000 0.03% of portfolio
2,109
Q1 2025 Added 0.24%
$72.8B
$423,000 0.03% of portfolio
5,046
Q1 2025 Added 8.61%
$12.3B
$356,000 0.03% of portfolio
4,197
Q1 2025 Added 3.1%
$79.5B
$372,000 0.03% of portfolio
2,978
Q1 2025 Added 4.45%
$22.6B
$381,000 0.03% of portfolio
1,032
Q1 2025 Added 5.85%
$31.9B
$391,000 0.03% of portfolio
2,189
Q1 2025 Added 1.86%
$54.3B
$401,000 0.03% of portfolio
1,941
Q1 2025 Added 4.08%
$106B
$480,000 0.03% of portfolio
7,998
Q1 2025 Added 21.88%
$7.91B
$419,000 0.03% of portfolio
5,216
Q1 2025 Added 2.64%
$110B
$360,000 0.03% of portfolio
1,477
Q1 2025 Added 17.32%
$157B
$300,000 0.02% of portfolio
640
Q1 2025 Added 20.53%

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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