Resonant Capital Advisors, LLC Incresed Positions in Q4 2024

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
BAC
Bank Of America Corp

Financial Services
1.04K
+ 5.98%
$39.22 - $47.77 $40.9K - $49.8K
18.5K $812K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.06%
$280.04 - $302.45 $2.8K - $3.02K
17.7K $5.13M
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
WSM
Williams Sonoma Inc

Consumer Cyclical
56
+ 1.64%
$129.13 - $198.21 $7.23K - $11.1K
3.47K $643K
DECK
Deckers Outdoor Corp

Consumer Cyclical
52
+ 2.21%
$152.04 - $211.12 $7.91K - $11K
2.41K $489K
APH
Amphenol Corp

Technology
389
+ 1.96%
$62.07 - $75.35 $24.1K - $29.3K
20.2K $1.41M
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
T
At&T Inc.

Communication Services
3.74K
+ 19.52%
$21.22 - $23.88 $79.4K - $89.3K
22.9K $521K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
129
+ 4.12%
$172.07 - $207.36 $22.2K - $26.7K
3.26K $644K
QQQ
Invesco Qqq Trust, Series 1

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

Consumer Cyclical
34
+ 2.2%
$338.38 - $446.21 $11.5K - $15.2K
1.58K $685K
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
GM
General Motors CO

Consumer Cyclical
60
+ 0.77%
$44.82 - $60.2 $2.69K - $3.61K
7.84K $417K
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
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
INTU
Intuit Inc

Technology
87
+ 25.66%
$602.01 - $706.25 $52.4K - $61.4K
426 $267K
WMB
Williams Companies, Inc.

Energy
238
+ 4.65%
$46.37 - $59.74 $11K - $14.2K
5.36K $290K
BSX
Boston Scientific Corp

Healthcare
358
+ 8.98%
$83.62 - $91.5 $29.9K - $32.8K
4.35K $388K
RLI
Rli Corp

Financial Services
40
+ 0.84%
$151.91 - $180.89 $6.08K - $7.24K
4.8K $791K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.39%
$471.27 - $550.62 $2.83K - $3.3K
1.53K $799K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 1.28%
$1146.59 - $1270.6 $14.9K - $16.5K
1.03K $1.22M
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
AMP
Ameriprise Financial Inc

Financial Services
15
+ 3.01%
$473.15 - $574.01 $7.1K - $8.61K
514 $273K
WRB
Berkley W R Corp

Financial Services
111
+ 0.61%
$56.48 - $64.94 $6.27K - $7.21K
18.3K $1.07M
EOG
Eog Resources Inc

Energy
367
+ 1.76%
$118.22 - $136.54 $43.4K - $50.1K
21.2K $2.6M
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
FNDB
Schwab Fundamental U S Broad M

ETFs
56.7K
+ 207.12%
$23.07 - $70.32 $1.31M - $3.99M
84.1K $1.96M
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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