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
XYL
Xylem Inc.

Industrials
-32
- 1.39%
$116.02 - $137.45 $3.71K - $4.4K
2.28K $264K
CTAS
Cintas Corp

Industrials
-2
- 0.13%
$182.7 - $226.47 $365 - $453
1.58K $287K
LNT
Alliant Energy Corp

Utilities
-476
- 10.73%
$56.24 - $63.63 $26.8K - $30.3K
3.96K $234K
SHEL
Shell PLC

Energy
-227
- 4.66%
$60.63 - $70.23 $13.8K - $15.9K
4.64K $290K
CPNG
Coupang, Inc.

Consumer Cyclical
-1
- 0.01%
$21.98 - $26.89 $22 - $26.9
11.3K $248K
SYK
Stryker Corp

Healthcare
-51
- 0.55%
$345.14 - $392.15 $17.6K - $20K
9.2K $3.31M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-667
- 4.48%
$21.25 - $22.07 $14.2K - $14.7K
14.2K $303K
GLD
Spdr Gold Trust

ETFs
-100
- 6.06%
$236.59 - $257.5 $23.7K - $25.8K
1.55K $375K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-654
- 4.59%
$22.1 - $22.59 $14.5K - $14.8K
13.6K $301K
F
Ford Motor CO

Consumer Cyclical
-724
- 5.04%
$9.69 - $11.4 $7.02K - $8.25K
13.7K $135K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-248
- 1.99%
$118.0 - $127.04 $29.3K - $31.5K
12.2K $1.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-698
- 1.21%
$20.6 - $20.71 $14.4K - $14.5K
57.2K $1.18M
BA
Boeing CO

Industrials
-662
- 15.99%
$138.14 - $180.72 $91.4K - $120K
3.48K $615K
CF
Cf Industries Holdings, Inc.

Basic Materials
-116
- 2.64%
$81.39 - $94.14 $9.44K - $10.9K
4.28K $364K
FISV
Fiserv Inc

Technology
-30
- 1.04%
N/A
2.85K $356K
Linde PLC
-20
- 0.68%
N/A
2.91K $0
Crane Company
-624
- 9.54%
N/A
5.92K $0
MO
Altria Group, Inc.

Consumer Defensive
-94
- 1.41%
$49.06 - $57.74 $4.61K - $5.43K
6.56K $343K
AFG
American Financial Group Inc

Financial Services
-53
- 0.96%
$126.81 - $149.08 $6.72K - $7.9K
5.44K $745K
JBLU
Jetblue Airways Corp

Industrials
-115
- 1.12%
$5.63 - $8.05 $647 - $926
10.1K $79K
APO
Apollo Global Management, Inc.

Financial Services
-671
- 21.94%
$131.36 - $178.61 $88.1K - $120K
2.39K $394K
FLEX
Flex Ltd.

Technology
-334
- 3.9%
$32.52 - $41.3 $10.9K - $13.8K
8.23K $315K
AZO
Autozone Inc

Consumer Cyclical
-11
- 0.83%
$2981.19 - $3370.27 $32.8K - $37.1K
1.32K $4.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 3.15%
$370.24 - $418.94 $30.7K - $34.8K
2.55K $1.03M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-73
- 0.17%
$46.48 - $51.32 $3.39K - $3.75K
43.4K $2.09M
SHOP
Shopify Inc.

Technology
-438
- 12.49%
$78.14 - $119.49 $34.2K - $52.3K
3.07K $326K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-340
- 1.53%
$521.84 - $558.82 $177K - $190K
21.9K $11.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-65
- 0.38%
$178.39 - $215.0 $11.6K - $14K
17K $3.27M
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.04%
$280.08 - $307.97 $1.4K - $1.54K
13.6K $3.98M
BMY
Bristol Myers Squibb CO

Healthcare
-344
- 0.69%
$51.92 - $59.94 $17.9K - $20.6K
49.6K $2.8M
AXP
American Express CO

Financial Services
-139
- 0.81%
$267.35 - $305.57 $37.2K - $42.5K
17K $5.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 0.15%
$567.81 - $607.81 $39.7K - $42.5K
45.2K $26.5M
MCK
Mckesson Corp

Healthcare
-38
- 0.44%
$482.27 - $628.5 $18.3K - $23.9K
8.6K $4.9M
GOOG
Alphabet Inc.

Communication Services
-43
- 0.09%
$163.08 - $198.16 $7.01K - $8.52K
47.5K $9.04M
AAPL
Apple Inc.

Technology
-1.27K
- 1.56%
$221.69 - $259.02 $281K - $328K
80K $20M
AVGO
Broadcom Inc.

Technology
-186
- 0.6%
$159.67 - $250.0 $29.7K - $46.5K
31K $7.2M
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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