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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 1.28%
$1146.59 - $1270.6 $14.9K - $16.5K
1.03K $1.22M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.39%
$471.27 - $550.62 $2.83K - $3.3K
1.53K $799K
TJX
Tjx Companies Inc

Consumer Cyclical
321
+ 10.14%
$112.15 - $127.2 $36K - $40.8K
3.49K $421K
SAP
Sap Se

Technology
94
+ 6.24%
$218.13 - $255.54 $20.5K - $24K
1.6K $393K
CDNS
Cadence Design Systems Inc

Technology
58
+ 5.92%
$249.1 - $324.54 $14.4K - $18.8K
1.04K $311K
IBM
International Business Machines Corp

Technology
224
+ 6.99%
$204.9 - $238.04 $45.9K - $53.3K
3.43K $753K
BX
Blackstone Inc.

Financial Services
106
+ 7.7%
$148.45 - $199.05 $15.7K - $21.1K
1.48K $255K
EW
Edwards Lifesciences Corp

Healthcare
250
+ 7.98%
$64.54 - $75.92 $16.1K - $19K
3.38K $250K
WRB
Berkley W R Corp

Financial Services
111
+ 0.61%
$56.48 - $64.94 $6.27K - $7.21K
18.3K $1.07M
AMP
Ameriprise Financial Inc

Financial Services
15
+ 3.01%
$473.15 - $574.01 $7.1K - $8.61K
514 $273K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
421
+ 2.05%
$9.95 - $12.23 $4.19K - $5.15K
21K $245K
BK
Bank Of New York Mellon Corp

Financial Services
162
+ 3.61%
$70.82 - $81.87 $11.5K - $13.3K
4.65K $356K
TMUS
T Mobile Us, Inc.

Communication Services
52
+ 3.62%
$206.1 - $246.94 $10.7K - $12.8K
1.49K $328K
JCI
Johnson Controls International PLC

Industrials
342
+ 11.13%
$74.23 - $86.6 $25.4K - $29.6K
3.42K $269K
NI
Nisource Inc.

Utilities
432
+ 6.41%
$33.74 - $38.25 $14.6K - $16.5K
7.17K $263K
FNDB
Schwab Fundamental U S Broad M

ETFs
56.7K
+ 207.12%
$23.07 - $70.32 $1.31M - $3.99M
84.1K $1.96M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
262
+ 5.26%
$55.73 - $66.16 $14.6K - $17.3K
5.25K $316K
EXC
Exelon Corp

Utilities
1.23K
+ 21.47%
$36.22 - $40.97 $44.5K - $50.4K
6.95K $261K
KMX
Carmax Inc

Consumer Cyclical
45
+ 0.8%
$71.11 - $87.2 $3.2K - $3.92K
5.7K $466K
MTB
M&T Bank Corp

Financial Services
39
+ 1.85%
$172.48 - $221.95 $6.73K - $8.66K
2.15K $404K
QLYS
Qualys, Inc.

Technology
49
+ 2.75%
$119.24 - $159.23 $5.84K - $7.8K
1.83K $256K
COMB
Graniteshares ETF Tr Bloomber

ETFs
16.4K
+ 2.97%
$19.74 - $20.97 $323K - $343K
568K $11.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
149
+ 2.78%
$138.59 - $156.61 $20.6K - $23.3K
5.51K $833K
FICO
Fair Isaac Corp

Technology
6
+ 2.0%
$1911.01 - $2382.4 $11.5K - $14.3K
306 $609K
ETN
Eaton Corp PLC

Industrials
68
+ 3.55%
$326.96 - $377.52 $22.2K - $25.7K
1.98K $657K
EME
Emcor Group, Inc.

Industrials
1
+ 0.1%
$427.96 - $526.95 $428 - $527
975 $442K
SPG
Simon Property Group Inc

Real Estate
93
+ 4.34%
$167.23 - $183.84 $15.6K - $17.1K
2.24K $385K
OKTA
Okta, Inc.

Technology
48
+ 1.21%
$71.81 - $86.11 $3.45K - $4.13K
4.03K $317K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
9.42K
+ 3.95%
$19.27 - $20.9 $182K - $197K
248K $4.89M
TTE
Total Energies Se

Energy
312
+ 7.95%
N/A
4.24K $290K
CSX
Csx Corp

Industrials
4.54K
+ 8.12%
$31.58 - $36.88 $143K - $168K
60.5K $1.95M
FAST
Fastenal CO

Industrials
177
+ 1.26%
$69.99 - $84.35 $12.4K - $14.9K
14.3K $1.03M
DE
Deere & CO

Industrials
39
+ 7.93%
$389.45 - $466.0 $15.2K - $18.2K
531 $224K
WTW
Willis Towers Watson PLC

Financial Services
17
+ 2.16%
$287.99 - $332.53 $4.9K - $5.65K
804 $250K
SGOL
Abrdn Gold ETF Trust

ETFs
804
+ 1.48%
$24.46 - $26.62 $19.7K - $21.4K
55.1K $1.38M
LSCC
Lattice Semiconductor Corp

Technology
30
+ 0.77%
$48.58 - $63.46 $1.46K - $1.9K
3.94K $222K
GWW
W.W. Grainger, Inc.

Industrials
11
+ 4.85%
$1023.06 - $1220.93 $11.3K - $13.4K
238 $250K
PM
Philip Morris International Inc.

Consumer Defensive
162
+ 3.34%
$118.38 - $133.06 $19.2K - $21.6K
5.02K $603K
ALL
Allstate Corp

Financial Services
38
+ 2.08%
$181.25 - $208.2 $6.89K - $7.91K
1.87K $359K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.04%
$94.43 - $105.47 $94.4 - $105
2.27K $230K
VRSK
Verisk Analytics, Inc.

Industrials
20
+ 2.17%
$262.86 - $294.75 $5.26K - $5.9K
943 $259K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
207
+ 4.82%
$101.77 - $113.02 $21.1K - $23.4K
4.5K $475K
MUSA
Murphy Usa Inc.

Consumer Cyclical
4
+ 0.42%
$473.11 - $555.48 $1.89K - $2.22K
956 $479K
STLD
Steel Dynamics Inc

Basic Materials
101
+ 3.26%
N/A
3.2K $313K
RF
Regions Financial Corp

Financial Services
195
+ 0.89%
$22.45 - $27.47 $4.38K - $5.36K
22K $518K
RPM
Rpm International Inc

Basic Materials
36
+ 1.82%
$120.09 - $140.26 $4.32K - $5.05K
2.01K $247K
FIS
Fidelity National Information Services, Inc.

Technology
190
+ 7.38%
$80.14 - $90.95 $15.2K - $17.3K
2.76K $223K
TXN
Texas Instruments Inc

Technology
41
+ 0.48%
N/A
8.6K $1.67M
WM
Waste Management Inc

Industrials
74
+ 5.7%
$201.79 - $228.46 $14.9K - $16.9K
1.37K $277K
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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