Resonant Capital Advisors
Latest statistics and disclosures from Resonant Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SGOV, DSTL, VIG, JMST, and represent 21.82% of Resonant Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$29M), SGOV (+$5.3M), SCHR, MEAR, JMST, SCHO, JPST, ICSH, MSFT, VCSH.
- Started 59 new stock positions in ALL, IYW, JBL, IBDQ, TXT, VRTX, EFV, WSM, ADSK, SCHZ.
- Reduced shares in these 10 stocks: IEF, SHV, BSMO, SHY, EFA, USDU, DRI, CF, EBAY, VSS.
- Sold out of its positions in DRI, IEF, SHV, USDU.
- Resonant Capital Advisors was a net buyer of stock by $104M.
- Resonant Capital Advisors has $1.2B in assets under management (AUM), dropping by 13.00%.
- Central Index Key (CIK): 0001803236
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Portfolio Holdings for Resonant Capital Advisors
Resonant Capital Advisors holds 342 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $67M | +3% | 128k | 525.73 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.5 | $64M | +9% | 639k | 100.71 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 3.8 | $44M | +2% | 822k | 53.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.6 | $42M | +2% | 232k | 182.61 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.2 | $37M | +7% | 729k | 50.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $36M | +420% | 584k | 60.74 |
|
| Ishares U S Etf Tr Blackrock Short (MEAR) | 3.0 | $35M | +7% | 693k | 50.12 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $34M | +6% | 441k | 77.31 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.9 | $34M | +9% | 684k | 49.05 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 2.2 | $25M | +2% | 376k | 67.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $24M | +4% | 220k | 110.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $24M | 46k | 524.66 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 1.9 | $23M | +4% | 396k | 57.03 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.5 | $18M | 501k | 35.61 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $18M | +3% | 237k | 74.22 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $17M | +11% | 330k | 50.60 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.4 | $16M | +4% | 173k | 94.41 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 1.3 | $16M | +4% | 136k | 115.10 |
|
| Microsoft Corporation (MSFT) | 1.2 | $14M | +16% | 34k | 420.73 |
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 1.1 | $13M | +4% | 191k | 69.96 |
|
| Apple (AAPL) | 1.1 | $13M | +3% | 75k | 171.48 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $12M | +3% | 148k | 81.53 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.0 | $12M | +2% | 417k | 27.76 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $12M | +4% | 222k | 51.60 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $11M | +25% | 233k | 48.21 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $11M | 23k | 480.70 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $11M | +23% | 216k | 50.45 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.9 | $11M | +6% | 130k | 82.97 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.9 | $10M | +25% | 200k | 50.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $9.9M | +10% | 92k | 107.60 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $9.7M | 231k | 42.01 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.8 | $9.3M | +7% | 470k | 19.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $8.8M | +3% | 21k | 420.52 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.7 | $8.6M | 179k | 48.09 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $8.1M | +6% | 155k | 52.16 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $7.3M | 189k | 38.47 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.2M | +7% | 47k | 152.26 |
|
| Amazon (AMZN) | 0.6 | $7.1M | +23% | 40k | 180.47 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.6 | $7.0M | 74k | 93.73 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.6 | $6.9M | 64k | 108.23 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $6.6M | +8% | 114k | 57.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $6.1M | 51k | 120.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $5.9M | +5% | 29k | 200.30 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $5.7M | +2% | 111k | 51.28 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $5.7M | 84k | 67.13 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $5.4M | 9.8k | 557.42 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.3M | +43% | 5.9k | 903.56 |
|
| Visa Com Cl A (V) | 0.4 | $5.2M | +18% | 19k | 279.08 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $5.2M | +3% | 45k | 116.21 |
|
| Progressive Corporation (PGR) | 0.4 | $5.2M | 25k | 206.82 |
|
|
| Chevron Corporation (CVX) | 0.4 | $5.1M | 33k | 157.74 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $4.8M | 81k | 58.55 |
|
|
| Qualcomm (QCOM) | 0.4 | $4.6M | +6% | 27k | 169.30 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $4.6M | 86k | 53.34 |
|
|
| McKesson Corporation (MCK) | 0.4 | $4.6M | 8.5k | 537.40 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.3M | 17k | 259.90 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $4.2M | 12k | 346.61 |
|
|
| AutoZone (AZO) | 0.4 | $4.2M | +2% | 1.3k | 3151.65 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | +16% | 5.4k | 777.96 |
|
| Johnson & Johnson (JNJ) | 0.4 | $4.2M | +5% | 26k | 158.20 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $4.1M | 197k | 20.97 |
|
|
| Marathon Petroleum Corp (MPC) | 0.4 | $4.1M | +2% | 20k | 201.50 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.0M | +2% | 5.5k | 732.63 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $4.0M | 93k | 43.04 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $3.9M | +40% | 8.1k | 485.58 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $3.9M | 76k | 50.74 |
|
|
| American Express Company (AXP) | 0.3 | $3.8M | 17k | 227.69 |
|
|
| Analog Devices (ADI) | 0.3 | $3.7M | +2% | 19k | 197.79 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.3 | $3.7M | +4% | 186k | 19.77 |
|
| Broadcom (AVGO) | 0.3 | $3.6M | +7% | 2.7k | 1325.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.6M | +31% | 24k | 150.93 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.5M | +17% | 28k | 125.61 |
|
| Pepsi (PEP) | 0.3 | $3.5M | +2% | 20k | 176.05 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.5M | +6% | 22k | 162.25 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $3.3M | 42k | 79.76 |
|
|
| Amgen (AMGN) | 0.3 | $3.3M | 12k | 284.32 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $3.3M | 13k | 250.98 |
|
|
| Danaher Corporation (DHR) | 0.3 | $3.3M | 13k | 249.99 |
|
|
| Stryker Corporation (SYK) | 0.3 | $3.3M | 9.1k | 358.67 |
|
|
| Walt Disney Company (DIS) | 0.3 | $3.2M | +19% | 27k | 122.36 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.2M | +2% | 11k | 281.95 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $3.1M | 36k | 88.42 |
|
|
| Us Bancorp Del Com New (USB) | 0.3 | $3.1M | 68k | 45.19 |
|
|
| Kroger (KR) | 0.3 | $3.0M | 53k | 57.13 |
|
|
| Cisco Systems (CSCO) | 0.3 | $2.9M | +4% | 59k | 49.91 |
|
| Lowe's Companies (LOW) | 0.2 | $2.9M | +10% | 11k | 254.73 |
|
| Pfizer (PFE) | 0.2 | $2.8M | +4% | 102k | 27.75 |
|
| PNC Financial Services (PNC) | 0.2 | $2.7M | 17k | 161.60 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.7M | 49k | 54.23 |
|
|
| eBay (EBAY) | 0.2 | $2.6M | -3% | 50k | 52.78 |
|
| Medtronic SHS (MDT) | 0.2 | $2.6M | +2% | 30k | 87.67 |
|
| EOG Resources (EOG) | 0.2 | $2.6M | +2% | 20k | 127.84 |
|
| Dollar General (DG) | 0.2 | $2.5M | 16k | 156.06 |
|
|
| Abbvie (ABBV) | 0.2 | $2.4M | +6% | 13k | 182.10 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $2.3M | 32k | 72.34 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | +6% | 4.8k | 481.57 |
|
| Becton, Dickinson and (BDX) | 0.2 | $2.3M | +2% | 9.3k | 247.45 |
|
| Devon Energy Corporation (DVN) | 0.2 | $2.2M | +3% | 44k | 50.18 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.2M | 26k | 84.09 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.2 | $2.1M | 90k | 23.57 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.1M | 18k | 115.81 |
|
|
| S&p Global (SPGI) | 0.2 | $2.1M | +2% | 4.9k | 425.45 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.2 | $2.1M | 85k | 24.34 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $2.1M | 43k | 47.46 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $2.0M | 33k | 62.34 |
|
|
| Home Depot (HD) | 0.2 | $2.0M | +8% | 5.3k | 383.60 |
|
| Paypal Holdings (PYPL) | 0.2 | $2.0M | +3% | 30k | 66.99 |
|
| Starbucks Corporation (SBUX) | 0.2 | $2.0M | +12% | 22k | 91.39 |
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| Electronic Arts (EA) | 0.2 | $1.9M | 15k | 132.67 |
|
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.9M | 53k | 36.19 |
|
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| CSX Corporation (CSX) | 0.2 | $1.9M | +5% | 51k | 37.07 |
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| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $1.9M | 28k | 66.26 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $1.8M | +2% | 6.5k | 284.13 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.2 | $1.8M | -24% | 74k | 24.78 |
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| Northern Trust Corporation (NTRS) | 0.2 | $1.8M | 20k | 89.61 |
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| Smucker J M Com New (SJM) | 0.2 | $1.8M | 14k | 125.87 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.8M | -14% | 22k | 79.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.8M | 4.0k | 444.58 |
|
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.8M | NEW | 29k | 61.53 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $1.7M | -3% | 69k | 23.94 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.5M | +6% | 10k | 148.63 |
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| Abbott Laboratories (ABT) | 0.1 | $1.5M | +10% | 13k | 113.66 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.5M | 38k | 38.06 |
|
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.4M | 37k | 39.28 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | +11% | 2.9k | 504.60 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.4M | 31k | 45.61 |
|
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.4M | 13k | 109.17 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | +11% | 7.6k | 174.21 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.3M | 3.3k | 398.69 |
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| Copart (CPRT) | 0.1 | $1.2M | -4% | 22k | 57.92 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $1.2M | 54k | 21.24 |
|
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| Netflix (NFLX) | 0.1 | $1.2M | +121% | 1.9k | 607.33 |
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| Intellia Therapeutics (NTLA) | 0.1 | $1.1M | 42k | 27.51 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | +17% | 25k | 43.35 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $1.1M | 12k | 88.44 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.0M | NEW | 9.1k | 114.96 |
|
| Boeing Company (BA) | 0.1 | $1.0M | +64% | 5.4k | 192.99 |
|
| Merck & Co (MRK) | 0.1 | $1.0M | +21% | 7.8k | 132.71 |
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| Fastenal Company (FAST) | 0.1 | $1.0M | 13k | 77.14 |
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| Cdw (CDW) | 0.1 | $1.0M | -3% | 4.0k | 255.78 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | +20% | 2.0k | 494.70 |
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| Docusign (DOCU) | 0.1 | $1.0M | -2% | 17k | 59.55 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $999k | +2% | 8.6k | 115.56 |
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| EQT Corporation (EQT) | 0.1 | $989k | 27k | 37.07 |
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| Advanced Micro Devices (AMD) | 0.1 | $981k | +11% | 5.4k | 180.49 |
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| Gartner (IT) | 0.1 | $981k | 2.1k | 476.67 |
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| salesforce (CRM) | 0.1 | $973k | +96% | 3.2k | 301.58 |
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| Robert Half International (RHI) | 0.1 | $958k | +4% | 12k | 79.28 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $955k | +48% | 1.6k | 581.59 |
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| Caribou Biosciences (CRBU) | 0.1 | $947k | 184k | 5.14 |
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| Crane Company Common Stock (CR) | 0.1 | $932k | +78% | 6.9k | 135.13 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $932k | 36k | 25.62 |
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| Linde SHS (LIN) | 0.1 | $930k | +15% | 2.0k | 464.32 |
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| Cardinal Health (CAH) | 0.1 | $910k | -5% | 8.1k | 112.40 |
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| Markel Corporation (MKL) | 0.1 | $908k | 597.00 | 1521.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $894k | +9% | 9.2k | 97.53 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $892k | -2% | 6.0k | 148.44 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $889k | +15% | 7.3k | 121.57 |
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| O'reilly Automotive (ORLY) | 0.1 | $882k | +2% | 781.00 | 1128.88 |
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| Tesla Motors (TSLA) | 0.1 | $879k | +92% | 5.0k | 175.79 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $862k | 7.0k | 123.18 |
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| Brown & Brown (BRO) | 0.1 | $849k | 9.7k | 87.54 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $818k | +3% | 2.4k | 337.05 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $806k | 40k | 20.43 |
|
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $797k | 4.1k | 192.88 |
|
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| Lam Research Corporation (LRCX) | 0.1 | $767k | +7% | 788.00 | 973.32 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $764k | +89% | 5.9k | 129.33 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $748k | 1.4k | 522.88 |
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| Te Connectivity SHS (TEL) | 0.1 | $744k | 5.1k | 145.24 |
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| Microchip Technology (MCHP) | 0.1 | $734k | +2% | 8.2k | 89.71 |
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| American Financial (AFG) | 0.1 | $699k | +2% | 5.1k | 136.48 |
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| Ross Stores (ROST) | 0.1 | $696k | +2% | 4.7k | 146.76 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $667k | 3.1k | 218.46 |
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| Rli (RLI) | 0.1 | $659k | +3% | 4.4k | 148.47 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $657k | 10k | 65.65 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $652k | 13k | 50.17 |
|
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| Vanguard World Energy Etf (VDE) | 0.1 | $637k | +3% | 4.8k | 131.70 |
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| Floor & Decor Hldgs Cl A (FND) | 0.1 | $620k | 4.8k | 129.62 |
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| Universal Hlth Svcs CL B (UHS) | 0.1 | $611k | +4% | 3.3k | 182.46 |
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| Dollar Tree (DLTR) | 0.1 | $610k | 4.6k | 133.15 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $599k | +42% | 1.5k | 399.09 |
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| General Electric Com New (GE) | 0.1 | $595k | +8% | 3.4k | 175.54 |
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| Caterpillar (CAT) | 0.1 | $587k | +21% | 1.6k | 366.43 |
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| Hf Sinclair Corp (DINO) | 0.1 | $586k | +4% | 9.7k | 60.37 |
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| BlackRock (BLK) | 0.0 | $565k | +7% | 678.00 | 833.70 |
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| Carrier Global Corporation (CARR) | 0.0 | $565k | +3% | 9.7k | 58.13 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $564k | -2% | 8.0k | 70.43 |
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| Booking Holdings (BKNG) | 0.0 | $562k | +2% | 155.00 | 3627.88 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $554k | 14k | 41.08 |
|
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| Eaton Corp SHS (ETN) | 0.0 | $550k | +5% | 1.8k | 312.68 |
|
| Wal-Mart Stores (WMT) | 0.0 | $548k | +365% | 9.1k | 60.38 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $548k | NEW | 22k | 24.81 |
|
| Verizon Communications (VZ) | 0.0 | $546k | +22% | 13k | 41.96 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $544k | +3% | 8.4k | 64.48 |
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| Zimmer Holdings (ZBH) | 0.0 | $537k | 4.1k | 132.22 |
|
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| Arch Cap Group Ord (ACGL) | 0.0 | $536k | +2% | 5.8k | 92.44 |
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| Omni (OMC) | 0.0 | $532k | 5.5k | 97.44 |
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| Bank of America Corporation (BAC) | 0.0 | $530k | +40% | 14k | 37.92 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $514k | 6.7k | 76.19 |
|
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| Taylor Morrison Hom (TMHC) | 0.0 | $511k | 8.2k | 62.17 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $508k | -40% | 6.2k | 81.78 |
|
| Williams-Sonoma (WSM) | 0.0 | $490k | NEW | 1.5k | 317.53 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $471k | 11k | 42.81 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $461k | +91% | 4.9k | 94.16 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $458k | NEW | 18k | 24.91 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $457k | NEW | 19k | 23.80 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $457k | NEW | 19k | 23.85 |
|
| International Business Machines (IBM) | 0.0 | $455k | +16% | 2.4k | 190.96 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $453k | +30% | 467.00 | 970.47 |
|
| Intel Corporation (INTC) | 0.0 | $452k | +16% | 10k | 44.17 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $447k | NEW | 4.3k | 103.79 |
|
| CarMax (KMX) | 0.0 | $440k | -6% | 5.1k | 87.11 |
|
| Steel Dynamics (STLD) | 0.0 | $438k | +2% | 2.9k | 148.68 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $432k | -2% | 2.5k | 171.98 |
|
| Union Pacific Corporation (UNP) | 0.0 | $426k | +20% | 1.7k | 245.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $425k | +34% | 3.1k | 136.60 |
|
| Elanco Animal Health (ELAN) | 0.0 | $424k | 26k | 16.28 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $408k | -16% | 19k | 21.27 |
|
| Philip Morris International (PM) | 0.0 | $406k | +19% | 4.4k | 92.93 |
|
| Nike CL B (NKE) | 0.0 | $400k | +18% | 4.2k | 94.35 |
|
| Fiserv (FI) | 0.0 | $399k | +5% | 2.5k | 159.82 |
|
| Centene Corporation (CNC) | 0.0 | $398k | +17% | 5.1k | 78.48 |
|
| MetLife (MET) | 0.0 | $395k | +23% | 5.3k | 74.11 |
|
| Okta Cl A (OKTA) | 0.0 | $388k | +8% | 3.7k | 104.62 |
|
| Target Corporation (TGT) | 0.0 | $386k | +28% | 2.2k | 177.21 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $381k | +7% | 6.9k | 55.03 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $381k | NEW | 4.1k | 92.42 |
|
| Enterprise Products Partners (EPD) | 0.0 | $379k | 13k | 29.18 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $379k | +7% | 9.1k | 41.59 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $378k | +6% | 307.00 | 1231.60 |
|
| General Dynamics Corporation (GD) | 0.0 | $378k | +2% | 1.3k | 282.49 |
|
| Autodesk (ADSK) | 0.0 | $378k | NEW | 1.5k | 260.42 |
|
| Pinterest Cl A (PINS) | 0.0 | $371k | NEW | 11k | 34.67 |
|
| Wells Fargo & Company (WFC) | 0.0 | $370k | +55% | 6.4k | 57.96 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $368k | 4.1k | 89.46 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $366k | 15k | 24.48 |
|
|
| Murphy Usa (MUSA) | 0.0 | $361k | +4% | 860.00 | 419.20 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $356k | 15k | 23.23 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $356k | +4% | 2.6k | 137.43 |
|
| Constellation Energy (CEG) | 0.0 | $353k | +5% | 1.9k | 184.85 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $349k | 16k | 21.50 |
|
|
| Coca-Cola Company (KO) | 0.0 | $349k | +47% | 5.7k | 61.65 |
|
| Honeywell International (HON) | 0.0 | $349k | +16% | 1.7k | 205.25 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $348k | 8.5k | 41.07 |
|
|
| Chubb (CB) | 0.0 | $347k | +11% | 1.3k | 259.95 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $345k | 16k | 22.16 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $342k | 1.3k | 265.63 |
|
|
| Simon Property (SPG) | 0.0 | $338k | +5% | 2.2k | 156.49 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.0 | $337k | 5.5k | 60.74 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $337k | NEW | 805.00 | 418.01 |
|
| Emcor (EME) | 0.0 | $335k | NEW | 957.00 | 350.20 |
|
| Nextera Energy (NEE) | 0.0 | $332k | +24% | 5.2k | 63.91 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $332k | 3.0k | 110.50 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $330k | +9% | 264.00 | 1249.61 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $325k | 3.3k | 99.27 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $324k | +18% | 4.8k | 67.04 |
|
| Icon SHS (ICLR) | 0.0 | $324k | 964.00 | 335.95 |
|
|
| United Rentals (URI) | 0.0 | $323k | NEW | 448.00 | 721.11 |
|
| Servicenow (NOW) | 0.0 | $320k | NEW | 420.00 | 762.40 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $320k | NEW | 332.00 | 962.49 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $316k | NEW | 336.00 | 941.26 |
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $315k | 26k | 12.17 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $315k | -21% | 2.7k | 116.86 |
|
| Exelixis (EXEL) | 0.0 | $315k | 13k | 23.73 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $314k | +28% | 2.8k | 112.45 |
|
| Shopify Cl A (SHOP) | 0.0 | $314k | NEW | 4.1k | 77.17 |
|
| Monster Beverage Corp (MNST) | 0.0 | $311k | NEW | 5.2k | 59.28 |
|
| Ingersoll Rand (IR) | 0.0 | $301k | +2% | 3.2k | 94.95 |
|
| Applied Materials (AMAT) | 0.0 | $300k | NEW | 1.5k | 206.23 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $300k | 5.2k | 57.47 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $298k | 1.3k | 228.59 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $296k | NEW | 6.3k | 47.02 |
|
| Cigna Corp (CI) | 0.0 | $295k | NEW | 813.00 | 363.19 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $293k | -7% | 5.6k | 51.83 |
|
| Godaddy Cl A (GDDY) | 0.0 | $287k | NEW | 2.4k | 118.68 |
|
| Qorvo (QRVO) | 0.0 | $282k | +10% | 2.5k | 114.83 |
|
| Zoetis Cl A (ZTS) | 0.0 | $280k | +24% | 1.7k | 169.21 |
|
| Allstate Corporation (ALL) | 0.0 | $273k | NEW | 1.6k | 173.94 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $273k | +8% | 3.9k | 69.62 |
|
| Ameriprise Financial (AMP) | 0.0 | $271k | +4% | 619.00 | 438.44 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $270k | 11k | 25.05 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $267k | +4% | 3.3k | 80.63 |
|
| Cadence Design Systems (CDNS) | 0.0 | $266k | NEW | 855.00 | 311.28 |
|
| CF Industries Holdings (CF) | 0.0 | $266k | -37% | 3.2k | 83.21 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $265k | NEW | 1.4k | 195.03 |
|
| Toro Company (TTC) | 0.0 | $264k | 2.9k | 91.99 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $263k | +7% | 3.1k | 85.74 |
|
| Edwards Lifesciences (EW) | 0.0 | $263k | +3% | 2.7k | 95.56 |
|
| Waste Management (WM) | 0.0 | $262k | NEW | 1.2k | 213.15 |
|
| Broadstone Net Lease (BNL) | 0.0 | $261k | +2% | 16k | 15.96 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $259k | -10% | 5.1k | 50.40 |
|
| General Motors Company (GM) | 0.0 | $258k | NEW | 5.7k | 45.35 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $257k | -21% | 9.1k | 28.34 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $255k | NEW | 2.5k | 100.53 |
|
| NetApp (NTAP) | 0.0 | $254k | NEW | 2.4k | 104.97 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $254k | NEW | 1.9k | 135.06 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $253k | NEW | 87.00 | 2906.77 |
|
| Altria (MO) | 0.0 | $251k | NEW | 5.6k | 44.60 |
|
| Flex Ord (FLEX) | 0.0 | $247k | +8% | 8.6k | 28.61 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $245k | +13% | 1.6k | 150.35 |
|
| Carlisle Companies (CSL) | 0.0 | $245k | NEW | 625.00 | 391.85 |
|
| Arista Networks (ANET) | 0.0 | $242k | NEW | 836.00 | 289.98 |
|
| TJX Companies (TJX) | 0.0 | $242k | NEW | 2.4k | 101.42 |
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $241k | 2.8k | 86.91 |
|
|
| Hubbell (HUBB) | 0.0 | $241k | NEW | 581.00 | 415.05 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $239k | NEW | 5.2k | 46.00 |
|
| American Tower Reit (AMT) | 0.0 | $236k | NEW | 1.2k | 197.59 |
|
| Gra (GGG) | 0.0 | $232k | NEW | 2.5k | 93.46 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $230k | -18% | 4.0k | 57.23 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $230k | 1.8k | 131.24 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $228k | +3% | 3.3k | 69.06 |
|
| Anthem (ELV) | 0.0 | $227k | NEW | 438.00 | 518.54 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $226k | NEW | 3.3k | 68.49 |
|
| Textron (TXT) | 0.0 | $226k | NEW | 2.4k | 95.95 |
|
| Gilead Sciences (GILD) | 0.0 | $223k | +12% | 3.1k | 73.25 |
|
| Deere & Company (DE) | 0.0 | $223k | NEW | 540.00 | 412.21 |
|
| Jabil Circuit (JBL) | 0.0 | $223k | NEW | 1.7k | 133.95 |
|
| Owens Corning (OC) | 0.0 | $222k | NEW | 1.3k | 167.40 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $221k | NEW | 2.8k | 78.23 |
|
| Exelon Corporation (EXC) | 0.0 | $221k | NEW | 5.9k | 37.57 |
|
| Apa Corporation (APA) | 0.0 | $217k | NEW | 6.3k | 34.38 |
|
| Generac Holdings (GNRC) | 0.0 | $213k | NEW | 1.7k | 126.14 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $209k | NEW | 3.8k | 54.40 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $209k | +3% | 20k | 10.23 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $208k | NEW | 6.1k | 34.29 |
|
| W.W. Grainger (GWW) | 0.0 | $208k | NEW | 204.00 | 1017.30 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $207k | 13k | 15.73 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $203k | NEW | 1.2k | 163.22 |
|
| M&T Bank Corporation (MTB) | 0.0 | $202k | NEW | 1.4k | 145.44 |
|
| Skyworks Solutions (SWKS) | 0.0 | $202k | NEW | 1.9k | 108.32 |
|
| Xylem (XYL) | 0.0 | $202k | NEW | 1.6k | 129.24 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $201k | NEW | 4.4k | 45.59 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 0.0 | $201k | 10k | 20.06 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $199k | +14% | 12k | 16.49 |
|
| At&t (T) | 0.0 | $197k | -23% | 11k | 17.60 |
|
| Coupang Cl A (CPNG) | 0.0 | $188k | +3% | 11k | 17.79 |
|
| Ford Motor Company (F) | 0.0 | $174k | +15% | 13k | 13.28 |
|
| Haleon Spon Ads (HLN) | 0.0 | $159k | 19k | 8.60 |
|
|
| Under Armour CL C (UA) | 0.0 | $158k | -29% | 22k | 7.14 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $84k | 10k | 8.44 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $74k | NEW | 10k | 7.42 |
|
| Rubicon Technologies Cl A (RBT) | 0.0 | $5.8k | 14k | 0.40 |
|
Past Filings by Resonant Capital Advisors
SEC 13F filings are viewable for Resonant Capital Advisors going back to 2019
- Resonant Capital Advisors 2024 Q1 filed May 1, 2024
- Resonant Capital Advisors 2023 Q4 filed Jan. 31, 2024
- Resonant Capital Advisors 2023 Q3 filed Oct. 31, 2023
- Resonant Capital Advisors 2023 Q2 filed July 25, 2023
- Resonant Capital Advisors 2023 Q1 filed April 21, 2023
- Resonant Capital Advisors 2022 Q4 filed Jan. 23, 2023
- Resonant Capital Advisors 2022 Q3 filed Oct. 20, 2022
- Resonant Capital Advisors 2022 Q2 filed July 12, 2022
- Resonant Capital Advisors 2022 Q1 filed April 19, 2022
- Resonant Capital Advisors 2021 Q4 filed Jan. 26, 2022
- Resonant Capital Advisors 2021 Q3 filed Oct. 18, 2021
- Resonant Capital Advisors 2021 Q2 filed July 16, 2021
- Resonant Capital Advisors 2021 Q1 filed April 28, 2021
- Resonant Capital Advisors 2020 Q4 filed Jan. 15, 2021
- Resonant Capital Advisors 2020 Q3 filed Nov. 3, 2020
- Resonant Capital Advisors 2020 Q2 filed Aug. 5, 2020