Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC

  • $1.35 Billion
  • Q4 2024

Resonant Capital Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 345 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $84.4M, Ishares Trishares 0 3 Mnth Tre with a value of $71.1M, Jp Morgan Ultra Short Mun Inco with a value of $59.4M, Blackrock Short Maturity Munic with a value of $52.5M, and Schwab Intermediate Term Us Tr with a value of $49M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $1.34B to 1.35B.

Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $995 Million
Technology: $97.8 Million
Financial Services: $68.2 Million
Healthcare: $47.9 Million
Consumer Cyclical: $40.5 Million
Communication Services: $31.2 Million
Industrials: $23.1 Million
Consumer Defensive: $21.8 Million
Other: $24.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$20 Million 1.48% of portfolio
79,967
Q4 2024 Reduced 1.56%
$2.89T
$15.8 Million 1.17% of portfolio
37,574
Q4 2024 Added 1.06%
$1.86T
$9.83 Million 0.73% of portfolio
44,799
Q4 2024 Added 3.08%
$687B
$9.77 Million 0.72% of portfolio
21,545
Q4 2024 Added 0.16%
$276B
$9.26 Million 0.69% of portfolio
68,940
Q4 2024 Added 1.08%
$983B
$9.04 Million 0.67% of portfolio
47,467
Q4 2024 Reduced 0.09%
$688B
$7.85 Million 0.58% of portfolio
32,742
Q4 2024 Added 0.45%
$72.2B
$7.2 Million 0.53% of portfolio
31,043
Q4 2024 Reduced 0.6%
$548B
$6.32 Million 0.47% of portfolio
20,009
Q4 2024 Added 1.41%
$163B
$6.02 Million 0.45% of portfolio
25,106
Q4 2024 Reduced 1.49%
$1.17T
$6.1 Million 0.45% of portfolio
10,341
Q4 2024 Added 5.18%
$931B
$5.72 Million 0.42% of portfolio
30,226
Q4 2024 Added 7.95%
$431B
$5.2 Million 0.39% of portfolio
48,343
Q4 2024 Reduced 1.67%
$191B
$5.04 Million 0.37% of portfolio
16,965
Q4 2024 Reduced 0.81%
$433B
$5.05 Million 0.37% of portfolio
5,509
Q4 2024 Added 0.42%
$265B
$4.96 Million 0.37% of portfolio
34,230
Q4 2024 Added 3.09%
$363B
$4.93 Million 0.36% of portfolio
29,564
Q4 2024 Reduced 0.35%
$183B
$4.46 Million 0.33% of portfolio
12,677
Q4 2024 Added 0.49%
$156B
$4.27 Million 0.32% of portfolio
27,817
Q4 2024 Reduced 0.46%
$69.9B
$4.22 Million 0.31% of portfolio
1,319
Q4 2024 Reduced 0.83%
$91.9B
$4.06 Million 0.3% of portfolio
19,128
Q4 2024 Added 0.02%
$401B
$4.01 Million 0.3% of portfolio
23,937
Q4 2024 Added 2.03%
$717B
$3.86 Million 0.29% of portfolio
4,996
Q4 2024 Added 1.4%
$125B
$3.98 Million 0.29% of portfolio
13,592
Q4 2024 Reduced 0.04%
$404B
$3.8 Million 0.28% of portfolio
26,287
Q4 2024 Added 1.37%
$236B
$3.74 Million 0.28% of portfolio
63,230
Q4 2024 Added 2.6%
$233B
$3.36 Million 0.25% of portfolio
11,589
Q4 2024 Reduced 1.23%
$134B
$3.31 Million 0.25% of portfolio
9,196
Q4 2024 Reduced 0.55%
$202B
$3.21 Million 0.24% of portfolio
21,087
Q4 2024 Added 1.3%
$49.4B
$3.2 Million 0.24% of portfolio
52,339
Q4 2024 Added 0.67%
$62.7B
$3.27 Million 0.24% of portfolio
16,965
Q4 2024 Reduced 0.38%
$140B
$3.13 Million 0.23% of portfolio
13,652
Q4 2024 Added 0.55%
$157B
$3.13 Million 0.23% of portfolio
11,993
Q4 2024 Reduced 1.87%
$36.3B
$3.14 Million 0.23% of portfolio
50,753
Q4 2024 Reduced 0.56%
$489B
$3.13 Million 0.23% of portfolio
5,951
Q4 2024 Added 6.52%
$139B
$2.96 Million 0.22% of portfolio
11,974
Q4 2024 Added 0.67%
$124B
$2.93 Million 0.22% of portfolio
110,513
Q4 2024 Added 2.3%
$154B
$2.77 Million 0.21% of portfolio
5,571
Q4 2024 Added 0.45%
$62.3B
$2.84 Million 0.21% of portfolio
20,391
Q4 2024 Added 0.58%
$50.9B
$2.84 Million 0.21% of portfolio
15,626
Q4 2024 Added 101.94%
$154B
$2.9 Million 0.21% of portfolio
26,006
Q4 2024 Added 2.45%
$109B
$2.8 Million 0.21% of portfolio
49,556
Q4 2024 Reduced 0.69%
$255B
$2.66 Million 0.2% of portfolio
7,959
Q4 2024 Added 10.53%
$63.1B
$2.6 Million 0.19% of portfolio
21,213
Q4 2024 Added 1.76%
$72B
$2.61 Million 0.19% of portfolio
30,635
Q4 2024 Added 1.11%
$56.8B
$2.57 Million 0.19% of portfolio
53,657
Q4 2024 Reduced 15.48%
$317B
$2.56 Million 0.19% of portfolio
14,387
Q4 2024 Reduced 0.83%
$140B
$2.4 Million 0.18% of portfolio
32,471
Q4 2024 Added 1.82%
$797B
$2.37 Million 0.18% of portfolio
5,881
Q4 2024 Added 5.75%

Summary

  • Portfolio
  • No. of Stocks 345
  • Current Value $1.35 Billion
  • Prior Value $1.34 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 214 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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