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
$29.6B
$952,000 0.07% of portfolio
9,336
Q4 2024 Added 0.55%
$0
$973,000 0.07% of portfolio
38,468
Q4 2024 Added 13.57%
$250B
$890,000 0.07% of portfolio
8,955
Q4 2024 Reduced 4.25%
$188B
$948,000 0.07% of portfolio
191
Q4 2024 Added 2.14%
$235B
$774,000 0.06% of portfolio
6,162
Q4 2024 Added 3.63%
$17.1B
$792,000 0.06% of portfolio
6,159
Q4 2024 Added 0.8%
$11.6B
$745,000 0.06% of portfolio
5,441
Q4 2024 Reduced 0.96%
$52.3B
$833,000 0.06% of portfolio
5,511
Q4 2024 Added 2.78%
$202B
$799,000 0.06% of portfolio
1,532
Q4 2024 Added 0.39%
$372B
$812,000 0.06% of portfolio
18,480
Q4 2024 Added 5.98%
$0
$803,000 0.06% of portfolio
6,627
Q4 2024 Added 42.15%
$3.33B
$791,000 0.06% of portfolio
4,799
Q4 2024 Added 0.84%
$18.6B
$846,000 0.06% of portfolio
7,642
Q4 2024 Reduced 1.38%
$229B
$753,000 0.06% of portfolio
3,429
Q4 2024 Added 6.99%
$187B
$612,000 0.05% of portfolio
5,072
Q4 2024 Reduced 14.08%
$0
$621,000 0.05% of portfolio
13,000
Q4 2024 Reduced 1.4%
$222B
$621,000 0.05% of portfolio
3,724
Q4 2024 Reduced 4.81%
$14.1B
$643,000 0.05% of portfolio
3,474
Q4 2024 Added 1.64%
$0
$714,000 0.05% of portfolio
5,600
Q3 2024 Reduced 88.91%
$1.09T
$644,000 0.05% of portfolio
3,263
Q4 2024 Added 4.12%
$0
$650,000 0.05% of portfolio
5,048
Q3 2024 Reduced 27.12%
$234B
$731,000 0.05% of portfolio
1,407
Q4 2024 Reduced 23.7%
$0
$611,000 0.05% of portfolio
7,554
Q4 2024 Added 14.65%
$130B
$657,000 0.05% of portfolio
1,982
Q4 2024 Added 3.55%
$47.3B
$609,000 0.05% of portfolio
306
Q4 2024 Added 2.0%
$299B
$670,000 0.05% of portfolio
9,544
Q4 2024 Added 12.47%
$196B
$662,000 0.05% of portfolio
1,826
Q4 2024 Added 3.69%
$105B
$615,000 0.05% of portfolio
3,479
Q4 2024 Reduced 15.99%
$148B
$719,000 0.05% of portfolio
19,178
Q4 2024 Reduced 2.45%
$21.1B
$685,000 0.05% of portfolio
1,576
Q4 2024 Added 2.2%
$26.9B
$734,000 0.05% of portfolio
4,223
Q4 2024 Added 1.66%
$73.4B
$585,000 0.04% of portfolio
462
Q4 2024 Added 1.76%
$23B
$475,000 0.04% of portfolio
4,500
Q4 2024 Added 4.82%
$191B
$585,000 0.04% of portfolio
6,804
Q4 2024 Reduced 3.45%
$26.5B
$515,000 0.04% of portfolio
4,442
Q4 2024 Added 1.83%
$0
$481,000 0.04% of portfolio
11,000
Q2 2020 Reduced 59.26%
$12.4B
$601,000 0.04% of portfolio
3,350
Q4 2024 Added 0.69%
$6.98B
$578,000 0.04% of portfolio
9,451
Q4 2024 Added 3.82%
$275B
$492,000 0.04% of portfolio
7,904
Q4 2024 Reduced 0.85%
$11.4B
$479,000 0.04% of portfolio
956
Q4 2024 Added 0.42%
$30B
$517,000 0.04% of portfolio
9,017
Q4 2024 Added 0.39%
$98B
$473,000 0.04% of portfolio
2,104
Q4 2024 Added 2.83%
$17.7B
$504,000 0.04% of portfolio
5,861
Q4 2024 Reduced 0.41%
$165B
$554,000 0.04% of portfolio
13,866
Q4 2024 Reduced 1.94%
$4.71B
$489,000 0.04% of portfolio
2,408
Q4 2024 Added 2.21%
$33.3B
$509,000 0.04% of portfolio
2,581
Q4 2024 Added 0.82%
$169B
$521,000 0.04% of portfolio
22,907
Q4 2024 Added 19.52%
$119B
$510,000 0.04% of portfolio
1,267
Q4 2024 Added 3.34%
$206B
$600,000 0.04% of portfolio
566
Q4 2024 Added 5.01%

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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