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
$16.3B
$240,000 0.02% of portfolio
3,970
Q2 2025 Reduced 1.54%
$87.2B
$244,000 0.02% of portfolio
1,261
Q2 2025 New
$33.7B
$336,000 0.02% of portfolio
12,912
Q2 2025 Added 6.42%
$79.9B
$347,000 0.02% of portfolio
1,109
Q2 2025 New
$44.3B
$254,000 0.02% of portfolio
2,474
Q2 2025 Added 27.72%
$7.82B
$366,000 0.02% of portfolio
12,824
Q2 2025 Added 9.2%
$0
$258,000 0.02% of portfolio
11,483
Q1 2025 Reduced 15.57%
$0
$367,000 0.02% of portfolio
14,586
Q4 2024 Added 0.61%
$95.8B
$243,000 0.02% of portfolio
2,064
Q2 2025 New
$78.8B
$282,000 0.02% of portfolio
1,050
Q2 2025 Added 28.99%
$47.6B
$303,000 0.02% of portfolio
3,886
Q2 2025 Added 16.0%
$70.7B
$382,000 0.02% of portfolio
983
Q2 2025 Added 75.54%
$53.7B
$238,000 0.02% of portfolio
13,180
Q2 2023 New
$94.6B
$292,000 0.02% of portfolio
1,187
Q2 2025 New
$0
$352,000 0.02% of portfolio
13,914
Q1 2025 Added 39.83%
$0
$264,000 0.02% of portfolio
12,079
Q1 2025 Reduced 15.15%
$17B
$294,000 0.02% of portfolio
724
Q2 2025 Added 2.55%
$2.75B
$306,000 0.02% of portfolio
2,969
Q2 2025 Added 6.34%
$0
$339,000 0.02% of portfolio
7,919
Q2 2025 Added 14.67%
$0
$265,000 0.02% of portfolio
11,371
Q1 2025 Reduced 15.33%
$0
$384,000 0.02% of portfolio
4,635
Q1 2025 Reduced 7.06%
$0
$292,000 0.02% of portfolio
28,403
Q1 2025 Added 33.2%
$0
$250,000 0.02% of portfolio
2,274
Q2 2025 Added 0.04%
$68.2B
$325,000 0.02% of portfolio
10,493
Q2 2025 Added 19.92%
$44.3B
$343,000 0.02% of portfolio
7,908
Q2 2025 Added 9.53%
$60B
$235,000 0.02% of portfolio
1,036
Q2 2025 New
$137B
$318,000 0.02% of portfolio
4,150
Q2 2025 New
$0
$339,000 0.02% of portfolio
8,467
Q4 2023 Reduced 4.51%
$8.7B
$304,000 0.02% of portfolio
4,011
Q2 2025 Reduced 23.1%
$48.5B
$314,000 0.02% of portfolio
302
Q1 2025 Added 26.89%
$14.4B
$350,000 0.02% of portfolio
4,078
Q2 2025 Added 6.12%
$44.4B
$261,000 0.02% of portfolio
24,125
Q2 2025 Added 20.72%
$76.9B
$248,000 0.02% of portfolio
5,051
Q2 2025 Reduced 40.04%
$61.1B
$279,000 0.02% of portfolio
874
Q2 2025 Added 38.95%
$72.7B
$255,000 0.02% of portfolio
958
Q2 2025 Added 5.51%
$11.3B
$303,000 0.02% of portfolio
19,777
Q2 2025 Added 29.64%
$75.1B
$252,000 0.02% of portfolio
1,354
Q2 2025 New
$43.6B
$252,000 0.02% of portfolio
3,099
Q2 2025 New
$61.9B
$374,000 0.02% of portfolio
3,541
Q2 2025 Added 13.28%
$89.6B
$233,000 0.02% of portfolio
10,432
Q2 2025 Added 6.15%
$31.6B
$275,000 0.02% of portfolio
3,314
Q2 2025 Added 16.61%
$92.1B
$346,000 0.02% of portfolio
15,851
Q2 2025 Added 12.72%
$113B
$361,000 0.02% of portfolio
10,750
Q2 2025 New
$20.3B
$241,000 0.02% of portfolio
433
Q2 2025 Added 21.97%
$23.2B
$365,000 0.02% of portfolio
896
Q2 2025 Added 21.9%
$60.2B
$292,000 0.02% of portfolio
6,736
Q2 2025 Added 10.26%
$54.7B
$246,000 0.02% of portfolio
4,238
Q2 2025 New
$1.19B
$297,000 0.02% of portfolio
5,294
Q2 2025 New
$113B
$368,000 0.02% of portfolio
796
Q2 2025 Added 52.78%

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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