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
$66.2B
$371,000 0.02% of portfolio
4,401
Q3 2025 Added 3.85%
$0
$354,000 0.02% of portfolio
13,914
Q1 2025 Added 39.83%
$0
$410,000 0.02% of portfolio
16,223
Q3 2025 Added 11.22%
$186B
$415,000 0.02% of portfolio
26,042
Q3 2025 Reduced 14.68%
$77B
$406,000 0.02% of portfolio
5,828
Q3 2025 Added 16.61%
$0
$265,000 0.02% of portfolio
11,371
Q1 2025 Reduced 15.33%
$6.69B
$271,000 0.02% of portfolio
4,275
Q3 2025 Reduced 2.44%
$0
$172,000 0.01% of portfolio
10,254
Q3 2025 Reduced 5.57%
$99.4B
$211,000 0.01% of portfolio
781
Q3 2025 Reduced 33.02%
$65.9B
$252,000 0.01% of portfolio
1,175
Q3 2025 Added 0.6%
$8.21B
$237,000 0.01% of portfolio
12,979
Q3 2025 New
$0
$210,000 0.01% of portfolio
1,128
Q2 2025 New
$67.7B
$236,000 0.01% of portfolio
1,391
Q3 2025 New
$65.2B
$242,000 0.01% of portfolio
530
Q3 2025 Added 3.52%
$89.4B
$222,000 0.01% of portfolio
468
Q3 2025 Reduced 4.1%
$63.6B
$226,000 0.01% of portfolio
547
Q3 2025 New
$1.03B
$169,000 0.01% of portfolio
35,132
Q3 2025 Added 13.27%
$27.3B
$236,000 0.01% of portfolio
1,790
Q3 2025 New
$13.2B
$201,000 0.01% of portfolio
1,638
Q3 2025 New
$38.4B
$136,000 0.01% of portfolio
738
Q3 2025 Reduced 19.26%
$49B
$213,000 0.01% of portfolio
1,356
Q3 2025 New
$42.4B
$208,000 0.01% of portfolio
1,373
Q3 2025 New
$27.3B
$231,000 0.01% of portfolio
1,570
Q3 2025 New
$172B
$222,000 0.01% of portfolio
1,685
Q3 2025 New
$45.3B
$226,000 0.01% of portfolio
939
Q3 2025 Added 3.64%
$62.4B
$233,000 0.01% of portfolio
2,078
Q3 2025 New
$51.7B
$201,000 0.01% of portfolio
1,676
Q3 2025 New
$65.8B
$201,000 0.01% of portfolio
671
Q3 2025 New
$0
$209,000 0.01% of portfolio
10,248
Q2 2024 New
$34.2B
$247,000 0.01% of portfolio
300
Q3 2025 New
$53.1B
$220,000 0.01% of portfolio
896
Q3 2025 Added 1.47%
$174B
$126,000 0.01% of portfolio
12,088
Q3 2025 New
$25.7B
$210,000 0.01% of portfolio
753
Q3 2025 Reduced 3.71%
$22.4B
$220,000 0.01% of portfolio
1,575
Q3 2025 New
$0
$201,000 0.01% of portfolio
270
Q3 2025 New
$122B
$219,000 0.01% of portfolio
4,138
Q3 2025 New
$116B
$216,000 0.01% of portfolio
1,889
Q3 2025 New
$7.58B
$248,000 0.01% of portfolio
3,265
Q3 2025 New
$70.5B
$204,000 0.01% of portfolio
363
Q3 2025 New
$0
$206,000 0.01% of portfolio
4,000
Q3 2025 New
$48.3B
$243,000 0.01% of portfolio
255
Q3 2025 Reduced 15.56%
$0
$234,000 0.01% of portfolio
1,676
Q3 2025 Reduced 2.05%
$59.7B
$202,000 0.01% of portfolio
7,146
Q3 2025 Reduced 10.41%
$55.6B
$239,000 0.01% of portfolio
784
Q3 2025 New
$38.6B
$206,000 0.01% of portfolio
838
Q3 2025 New
$52B
$246,000 0.01% of portfolio
7,177
Q3 2025 Added 1.9%
$172M
$131,000 0.01% of portfolio
20,000
Q3 2025 New
$56.9B
$228,000 0.01% of portfolio
5,826
Q3 2025 Reduced 13.51%
$43.7B
$210,000 0.01% of portfolio
23,449
Q3 2025 Reduced 20.33%

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
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email