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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$2.17 Million 0.16% of portfolio
21,189
Q4 2024 Added 0.32%
$65.6B
$2.14 Million 0.16% of portfolio
9,421
Q4 2024 Reduced 0.52%
$417B
$2.1 Million 0.16% of portfolio
5,386
Q4 2024 Reduced 0.37%
$0
$2.11 Million 0.16% of portfolio
18,225
Q4 2023 New
$0
$2.19 Million 0.16% of portfolio
33,593
Q4 2024 Added 2.96%
$0
$2.07 Million 0.15% of portfolio
54,063
Q4 2024 Added 4.07%
$0
$2.09 Million 0.15% of portfolio
43,433
Q4 2024 Reduced 0.17%
$0
$2.05 Million 0.15% of portfolio
4,010
Q4 2024 Added 0.22%
$68.5B
$1.95 Million 0.14% of portfolio
60,505
Q4 2024 Added 8.12%
$451B
$1.9 Million 0.14% of portfolio
2,135
Q4 2024 Added 2.84%
$0
$1.96 Million 0.14% of portfolio
84,145
Q4 2024 Added 207.12%
$201B
$1.74 Million 0.13% of portfolio
3,922
Q4 2024 Added 1.58%
$129B
$1.74 Million 0.13% of portfolio
19,116
Q4 2024 Reduced 0.63%
$0
$1.69 Million 0.13% of portfolio
71,705
Q4 2024 Reduced 17.14%
$21.7B
$1.69 Million 0.13% of portfolio
51,636
Q4 2024 Added 2.92%
$0
$1.66 Million 0.12% of portfolio
21,991
Q4 2024 Reduced 1.17%
$177B
$1.67 Million 0.12% of portfolio
8,600
Q4 2024 Added 0.48%
$18.2B
$1.58 Million 0.12% of portfolio
17,592
Q4 2024 Added 0.43%
$120B
$1.61 Million 0.12% of portfolio
17,482
Q4 2024 Added 16.23%
$11B
$1.47 Million 0.11% of portfolio
13,369
Q4 2024 Added 1.52%
$226B
$1.53 Million 0.11% of portfolio
13,515
Q4 2024 Added 0.87%
$0
$1.49 Million 0.11% of portfolio
12,216
Q4 2024 Reduced 1.99%
$13.9B
$1.34 Million 0.1% of portfolio
23,379
Q4 2024 Added 2.49%
$18.8B
$1.38 Million 0.1% of portfolio
29,968
Q4 2024 Added 1.33%
$493B
$1.33 Million 0.1% of portfolio
2,630
Q4 2024 Added 1.66%
$0
$1.35 Million 0.1% of portfolio
39,360
Q4 2024 Added 9.67%
$41.5B
$1.41 Million 0.1% of portfolio
20,237
Q4 2024 Added 1.96%
$0
$1.4 Million 0.1% of portfolio
20,305
Q3 2024 Reduced 15.25%
$82.5B
$1.39 Million 0.1% of portfolio
11,054
Q4 2024 Added 1.46%
$0
$1.39 Million 0.1% of portfolio
33,492
Q4 2024 Reduced 8.81%
$0
$1.41 Million 0.1% of portfolio
31,161
Q4 2024 Added 0.0%
$0
$1.4 Million 0.1% of portfolio
3,300
Q2 2020 Reduced 5.71%
$3.96B
$1.38 Million 0.1% of portfolio
55,118
Q4 2024 Added 1.48%
$82.7B
$1.22 Million 0.09% of portfolio
1,032
Q4 2024 Added 1.28%
$0
$1.18 Million 0.09% of portfolio
57,167
Q4 2024 Reduced 1.21%
$275B
$1.13 Million 0.08% of portfolio
12,489
Q4 2024 Added 5.62%
$27.4B
$1.12 Million 0.08% of portfolio
647
Q4 2024 Added 0.47%
$16.3B
$1.07 Million 0.08% of portfolio
18,292
Q4 2024 Added 0.61%
$33.4B
$1.03 Million 0.08% of portfolio
8,698
Q4 2024 Added 1.87%
$0
$1.03 Million 0.08% of portfolio
2,554
Q4 2024 Reduced 3.15%
$0
$1.1 Million 0.08% of portfolio
44,137
Q4 2024 Added 43.61%
$6.5B
$1.11 Million 0.08% of portfolio
15,781
Q4 2024 Added 2.08%
$188B
$1.05 Million 0.08% of portfolio
9,066
Q4 2024 Added 0.48%
$42.3B
$1.03 Million 0.08% of portfolio
14,270
Q4 2024 Added 1.26%
$41.9B
$1.11 Million 0.08% of portfolio
2,288
Q4 2024 Added 1.06%
$0
$1.02 Million 0.08% of portfolio
13,465
Q4 2024 Reduced 0.1%
$18B
$1.1 Million 0.08% of portfolio
8,659
Q4 2024 Added 0.28%
$14B
$941,000 0.07% of portfolio
4,409
Q4 2024 Added 0.94%
$0
$919,000 0.07% of portfolio
7,000
Q4 2020 Reduced 13.04%

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
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email