Resonant Capital Advisors, LLC Reduced Holdings in Q4 2024

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
-69.2K
- 6.17%
$49.94 - $50.28 $3.45M - $3.48M
1.05M $52.5M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.78K
- 0.53%
$32.92 - $37.15 $91.6K - $103K
523K $17.4M
AMGN
Amgen Inc

Healthcare
-229
- 1.87%
$258.78 - $328.31 $59.3K - $75.2K
12K $3.13M
XOM
Exxon Mobil Corp

Energy
-822
- 1.67%
$105.51 - $125.37 $86.7K - $103K
48.3K $5.2M
QCOM
Qualcomm Inc

Technology
-128
- 0.46%
$150.4 - $178.04 $19.3K - $22.8K
27.8K $4.27M
PGR
Progressive Corp

Financial Services
-381
- 1.49%
$239.6 - $268.88 $91.3K - $102K
25.1K $6.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-437
- 23.7%
$501.29 - $612.85 $219K - $268K
1.41K $731K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-14.8K
- 17.14%
$23.48 - $23.73 $348K - $352K
71.7K $1.69M
AMD
Advanced Micro Devices Inc

Technology
-831
- 14.08%
$118.88 - $172.8 $98.8K - $144K
5.07K $612K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-14.2K
- 17.6%
$24.45 - $24.62 $346K - $349K
66.3K $1.62M
MDT
Medtronic PLC

Healthcare
-170
- 0.58%
$79.61 - $92.24 $13.5K - $15.7K
29.3K $2.34M
ABBV
Abb Vie Inc.

Healthcare
-121
- 0.83%
$164.99 - $203.87 $20K - $24.7K
14.4K $2.56M
NVO
Novo Nordisk A S

Healthcare
-243
- 3.45%
$85.0 - $120.04 $20.7K - $29.2K
6.8K $585K
MCD
Mcdonalds Corp

Consumer Cyclical
-144
- 1.23%
$288.47 - $316.54 $41.5K - $45.6K
11.6K $3.36M
SPMD
Spdr Portfolio

ETFs
-3.69K
- 4.2%
$54.13 - $59.56 $200K - $220K
84.2K $4.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-261
- 1.17%
$75.1 - $82.99 $19.6K - $21.7K
22K $1.66M
EBAY
Ebay Inc

Consumer Cyclical
-284
- 0.56%
$57.51 - $67.17 $16.3K - $19.1K
50.8K $3.14M
MRK
Merck & Co., Inc.

Healthcare
-397
- 4.25%
$96.31 - $114.76 $38.2K - $45.6K
8.96K $890K
EXPD
Expeditors International Of Washington Inc

Industrials
-107
- 1.38%
$110.5 - $128.26 $11.8K - $13.7K
7.64K $846K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.47K
- 1.31%
$40.15 - $42.9 $99.1K - $106K
186K $7.51M
ELV
Elevance Health, Inc.

Healthcare
-125
- 17.34%
$365.96 - $514.62 $45.7K - $64.3K
596 $220K
BDX
Becton Dickinson & CO

Healthcare
-49
- 0.52%
$220.02 - $243.75 $10.8K - $11.9K
9.42K $2.14M
CARR
Carrier Global Corp

Industrials
-286
- 2.85%
$66.69 - $82.65 $19.1K - $23.6K
9.75K $665K
ASML
Asml Holding Nv

Technology
-109
- 23.24%
$658.43 - $872.27 $71.8K - $95.1K
360 $249K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-437
- 5.3%
$59.25 - $72.99 $25.9K - $31.9K
7.8K $465K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-3.24K
- 8.81%
$40.82 - $45.39 $132K - $147K
33.5K $1.39M
LEN
Lennar Corp

Consumer Cyclical
-57
- 2.33%
$136.2 - $188.96 $7.76K - $10.8K
2.39K $325K
SBUX
Starbucks Corp

Consumer Cyclical
-121
- 0.63%
$87.44 - $102.5 $10.6K - $12.4K
19.1K $1.74M
ORCL
Oracle Corp

Technology
-105
- 0.35%
$165.41 - $192.43 $17.4K - $20.2K
29.6K $4.93M
TGT
Target Corp

Consumer Defensive
-538
- 23.39%
$121.59 - $160.69 $65.4K - $86.5K
1.76K $238K
GE
General Electric CO

Industrials
-188
- 4.81%
$159.95 - $194.23 $30.1K - $36.5K
3.72K $621K
OMC
Omnicom Group Inc.

Communication Services
-24
- 0.41%
$85.82 - $105.47 $2.06K - $2.53K
5.86K $504K
CMCSA
Comcast Corp

Communication Services
-481
- 2.45%
$37.39 - $45.14 $18K - $21.7K
19.2K $719K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 0.37%
$385.02 - $431.37 $7.7K - $8.63K
5.39K $2.1M
IR
Ingersoll Rand Inc.

Industrials
-731
- 22.42%
$90.46 - $105.35 $66.1K - $77K
2.53K $228K
FCX
Freeport Mcmoran Inc

Basic Materials
-113
- 1.69%
$38.08 - $50.82 $4.3K - $5.74K
6.59K $250K
VZ
Verizon Communications Inc

Communication Services
-274
- 1.94%
$39.6 - $45.21 $10.9K - $12.4K
13.9K $554K
KO
Coca Cola CO

Consumer Defensive
-68
- 0.85%
$61.74 - $71.71 $4.2K - $4.88K
7.9K $492K
NEE
Nextera Energy Inc

Utilities
-42
- 0.71%
$69.77 - $85.43 $2.93K - $3.59K
5.84K $418K
ICLR
Icon PLC

Healthcare
-8
- 0.83%
$187.22 - $297.57 $1.5K - $2.38K
958 $200K
CI
Cigna Corp

Healthcare
-46
- 5.14%
$265.59 - $358.58 $12.2K - $16.5K
849 $234K
VEA
Vanguard Ftse Developed Market

ETFs
-185
- 1.4%
$47.57 - $52.44 $8.8K - $9.7K
13K $621K
ZTS
Zoetis Inc.

Healthcare
-50
- 2.54%
$162.24 - $194.42 $8.11K - $9.72K
1.92K $313K
XLU
Utilities Sector Spdr

ETFs
-13
- 0.1%
$74.89 - $82.93 $974 - $1.08K
13.5K $1.02M
GD
General Dynamics Corp

Industrials
-69
- 5.35%
$260.28 - $314.03 $18K - $21.7K
1.22K $321K
EEM
Ishares Msci Emerging Markets

ETFs
-87
- 0.65%
$41.82 - $47.36 $3.64K - $4.12K
13.3K $555K
SLB
Schlumberger Limited

Energy
-908
- 13.66%
$36.83 - $45.59 $33.4K - $41.4K
5.74K $220K
UNP
Union Pacific Corp

Industrials
-59
- 2.96%
$223.15 - $249.32 $13.2K - $14.7K
1.93K $440K
PINS
Pinterest, Inc.

Communication Services
-384
- 3.34%
$28.24 - $34.15 $10.8K - $13.1K
11.1K $321K
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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