Resonant Capital Advisors, LLC Purchases in Q4 2024

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
1.97K
+ 42.15%
$116.67 - $136.78 $229K - $269K
6.63K $803K
CYBR
Cyber Ark Software Ltd.

Technology
685
New
$274.1 - $333.15 $188K - $228K
685 $228K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.71K
New
$131.66 - $144.0 $225K - $246K
1.71K $226K
BKR
Baker Hughes CO

Energy
5.51K
New
$35.98 - $44.88 $198K - $247K
5.51K $225K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.3K
+ 5.79%
$51.54 - $52.55 $325K - $331K
115K $5.95M
KR
Kroger CO

Consumer Defensive
347
+ 0.67%
$55.21 - $63.3 $19.2K - $22K
52.3K $3.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.66K
New
$75.99 - $88.85 $202K - $236K
2.66K $208K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
814
New
$229.83 - $258.46 $187K - $210K
814 $201K
PANW
Palo Alto Networks Inc

Technology
7.89K
+ 101.94%
$181.96 - $405.9 $1.44M - $3.2M
15.6K $2.84M
WFC
Wells Fargo & Company

Financial Services
1.06K
+ 12.47%
$54.98 - $77.35 $58.2K - $81.8K
9.54K $670K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.36K
+ 5.51%
$44.33 - $49.55 $238K - $266K
103K $4.62M
IEMG
Ishares Inc

ETFs
3.28K
+ 1.41%
N/A
237K $12.7M
WMT
Walmart Inc.

Consumer Defensive
665
+ 5.62%
$79.1 - $95.7 $52.6K - $63.6K
12.5K $1.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.14%
$4100.99 - $5300.34 $16.4K - $21.2K
191 $948K
MS
Morgan Stanley

Financial Services
216
+ 3.63%
$104.42 - $134.99 $22.6K - $29.2K
6.16K $774K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
24
+ 0.28%
$110.69 - $154.48 $2.66K - $3.71K
8.66K $1.1M
CPRT
Copart Inc

Consumer Cyclical
569
+ 2.49%
$51.36 - $63.8 $29.2K - $36.3K
23.4K $1.34M
FNDA
Schwab Fundamental U S Small C

ETFs
434K
+ 101.59%
$29.26 - $59.11 $12.7M - $25.6M
861K $25.6M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.06%
$280.04 - $302.45 $2.8K - $3.02K
17.7K $5.13M
BAC
Bank Of America Corp

Financial Services
1.04K
+ 5.98%
$39.22 - $47.77 $40.9K - $49.8K
18.5K $812K
NOW
Service Now, Inc.

Technology
27
+ 5.01%
$867.18 - $1148.42 $23.4K - $31K
566 $600K
EA
Electronic Arts Inc.

Communication Services
488
+ 3.15%
$140.69 - $167.97 $68.7K - $82K
16K $2.34M
DECK
Deckers Outdoor Corp

Consumer Cyclical
52
+ 2.21%
$152.04 - $211.12 $7.91K - $11K
2.41K $489K
WSM
Williams Sonoma Inc

Consumer Cyclical
56
+ 1.64%
$129.13 - $198.21 $7.23K - $11.1K
3.47K $643K
APH
Amphenol Corp

Technology
389
+ 1.96%
$62.07 - $75.35 $24.1K - $29.3K
20.2K $1.41M
EXEL
Exelixis, Inc.

Healthcare
210
+ 1.51%
$25.39 - $36.46 $5.33K - $7.66K
14.2K $471K
GDDY
Go Daddy Inc.

Technology
21
+ 0.82%
$153.16 - $209.03 $3.22K - $4.39K
2.58K $509K
MKL
Markel Corp

Financial Services
3
+ 0.47%
$1542.01 - $1785.11 $4.63K - $5.36K
647 $1.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
129
+ 4.12%
$172.07 - $207.36 $22.2K - $26.7K
3.26K $644K
T
At&T Inc.

Communication Services
3.74K
+ 19.52%
$21.22 - $23.88 $79.4K - $89.3K
22.9K $521K
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.22%
$481.22 - $538.17 $4.33K - $4.84K
4.01K $2.05M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34
+ 2.2%
$338.38 - $446.21 $11.5K - $15.2K
1.58K $685K
GS
Goldman Sachs Group Inc

Financial Services
57
+ 8.53%
$486.1 - $608.57 $27.7K - $34.7K
725 $415K
CAH
Cardinal Health Inc

Healthcare
160
+ 1.87%
$107.89 - $125.33 $17.3K - $20.1K
8.7K $1.03M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.6K
+ 13.57%
$25.25 - $26.34 $116K - $121K
38.5K $973K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.12K
+ 4.39%
$57.53 - $60.83 $352K - $372K
146K $8.38M
JBL
Jabil Inc

Technology
80
+ 3.25%
$118.97 - $147.77 $9.52K - $11.8K
2.54K $365K
HON
Honeywell International Inc

Industrials
191
+ 14.11%
$202.84 - $236.0 $38.7K - $45.1K
1.55K $349K
DFAS
Dimensional ETF Tr U S Small C

ETFs
966
+ 2.96%
$63.58 - $71.15 $61.4K - $68.7K
33.6K $2.19M
RHI
Robert Half International Inc.

Industrials
322
+ 2.08%
$65.55 - $76.8 $21.1K - $24.7K
15.8K $1.11M
CVX
Chevron Corp

Energy
1.03K
+ 3.09%
$141.15 - $162.53 $145K - $167K
34.2K $4.96M
GM
General Motors CO

Consumer Cyclical
60
+ 0.77%
$44.82 - $60.2 $2.69K - $3.61K
7.84K $417K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
965
+ 14.65%
$80.93 - $85.66 $78.1K - $82.7K
7.55K $611K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.87K
+ 295.12%
$26.93 - $84.95 $212K - $668K
10.5K $287K
DBX
Dropbox, Inc.

Technology
277
+ 2.57%
$25.05 - $30.8 $6.94K - $8.53K
11.1K $332K
WMB
Williams Companies, Inc.

Energy
238
+ 4.65%
$46.37 - $59.74 $11K - $14.2K
5.36K $290K
INTU
Intuit Inc

Technology
87
+ 25.66%
$602.01 - $706.25 $52.4K - $61.4K
426 $267K
RLI
Rli Corp

Financial Services
40
+ 0.84%
$151.91 - $180.89 $6.08K - $7.24K
4.8K $791K
BSX
Boston Scientific Corp

Healthcare
358
+ 8.98%
$83.62 - $91.5 $29.9K - $32.8K
4.35K $388K
Activity Summary
Buys All Purchases 234 New Holdings 20 Increased Positions 214 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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