Resonant-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  null,
  "PINS",
  "FLEX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AFG",
  "RF",
  "MU",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "JLL",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "KMX",
  "ARCC",
  "WRB",
  "BSX",
  null,
  null,
  "CCI",
  null,
  null,
  "EBAY",
  null,
  "EOG",
  "EXPD",
  "FCX",
  null,
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "PFO",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HUBB",
  "HUBS",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "CNR",
  "MS",
  "TMUS",
  "DBX",
  "EQT",
  "EXC",
  "FICO",
  "FND",
  "GE",
  "NTRS",
  "NI",
  "RHI",
  "NVS",
  "OMC",
  "ORLY",
  "AER",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KR",
  "ORCL",
  null,
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  null,
  "FNDX",
  null,
  "IEFA",
  "SPGI",
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SPG",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "MET",
  "SCHW",
  null,
  null,
  "JBL",
  null,
  "PRF",
  "EME",
  "VIG",
  "LSCC",
  "TTE",
  null,
  "ULTA",
  "GDDY",
  "GGG",
  "TSM",
  "IT",
  "VYM",
  "DD",
  "VRTX",
  "EA",
  "EW",
  "VRSK",
  "RLI",
  null,
  "QLYS",
  "MUSA",
  "SFM",
  "GM",
  "ACGL",
  "TMHC",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "TAP",
  "F",
  "GNRC",
  "DECK",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "IR",
  "TTC",
  null,
  "CAH",
  "BKR",
  "SGOL",
  null,
  "ES",
  "JBLU",
  "UA",
  "NVO",
  "VIGI",
  "AMZN",
  "HCA",
  null,
  null,
  "RGA",
  null,
  "USB",
  "VEA",
  null,
  "VTEB",
  "VT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WES",
  "WFC",
  "WSM",
  "WTW",
  "WMB",
  null,
  null,
  "XYL",
  null,
  "LNT",
  "ELAN",
  null,
  "OC",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "LBRDK",
  "JCI",
  "HST",
  "LH",
  "MKL",
  "SO",
  "SJM",
  "OKTA",
  "OTIS",
  null,
  "CRM",
  "SWKS",
  "DIA",
  "SPOT",
  "UHS",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  "GWW",
  "ESGU",
  "NTAP",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BAH",
  "BMY",
  "CDNS",
  "CARR",
  "CSL",
  "CDW",
  "CF",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CPNG",
  "CR",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "DVN",
  null,
  "DFS",
  "DOCU",
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 370
Total Value: 1433527065
Accession Number: 0001667731-25-000543
Form Type: 13F-HR
CIK: resonant-capital-advisors
Manager Name: Resonant-Capital-Advisors

Data Enrichment

83% identified

306 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

370 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921943858

VEA|921943858

Shares:13.0K

Value:$660.8K

% of Portfolio:0.0% ($660.8K/$1.4B)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:6.3K

Value:$660.6K

% of Portfolio:0.0% ($660.6K/$1.4B)

FISERV INC

FI|337738108

Shares:3.0K

Value:$657.6K

% of Portfolio:0.0% ($657.6K/$1.4B)

TransDigm Group INC

TDG|893641100

Shares:475

Value:$657.1K

% of Portfolio:0.0% ($657.1K/$1.4B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:6.7K

Value:$641.7K

% of Portfolio:0.0% ($641.7K/$1.4B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:10.1K

Value:$638.0K

% of Portfolio:0.0% ($638.0K/$1.4B)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:3.4K

Value:$637.5K

% of Portfolio:0.0% ($637.5K/$1.4B)

Mondelez International, Inc.

MDLZ|609207105

Shares:9.2K

Value:$631.3K

% of Portfolio:0.0% ($631.3K/$1.4B)

46435G425

ESGU|46435G425

Shares:5.0K

Value:$615.4K

% of Portfolio:0.0% ($615.4K/$1.4B)

COMCAST CORP

CMCSA|20030N101

Shares:16.6K

Value:$614.3K

% of Portfolio:0.0% ($614.3K/$1.4B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.6K

Value:$605.2K

% of Portfolio:0.0% ($605.2K/$1.4B)

464287234

EEM|464287234

Shares:13.7K

Value:$600.8K

% of Portfolio:0.0% ($600.8K/$1.4B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.8K

Value:$599.5K

% of Portfolio:0.0% ($599.5K/$1.4B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.6K

Value:$597.8K

% of Portfolio:0.0% ($597.8K/$1.4B)

CATERPILLAR INC

CAT|149123101

Shares:1.8K

Value:$595.3K

% of Portfolio:0.0% ($595.3K/$1.4B)

FAIR ISAAC CORP

FICO|303250104

Shares:319

Value:$588.3K

% of Portfolio:0.0% ($588.3K/$1.4B)

BlackRock, Inc.

BLK|09290D101

Shares:615

Value:$582.1K

% of Portfolio:0.0% ($582.1K/$1.4B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.3K

Value:$565.6K

% of Portfolio:0.0% ($565.6K/$1.4B)

Chubb Ltd

CB|H1467J104

Shares:1.8K

Value:$559.9K

% of Portfolio:0.0% ($559.9K/$1.4B)

ASML HOLDING NV

ASML|N07059210

Shares:837

Value:$554.6K

% of Portfolio:0.0% ($554.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$660.8K	0.0% ($660.8K/$1.4B)	QoQ +6.29% (+$39.1K) YoY +1.31% (+$8.6K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	6.3K	QoQ +2.56% (-158) YoY +5.17% (-311)	All Managers (Combined)	$660.6K	0.0% ($660.6K/$1.4B)	QoQ -16.65% (-$132.0K) YoY -25.89% (-$230.9K)
FISERV INC(FIcusip337738108)	3.0K	QoQ +4.45% (+127) YoY +19.31% (+482)	All Managers (Combined)	$657.6K	0.0% ($657.6K/$1.4B)	QoQ +12.29% (+$72.0K) YoY +64.85% (+$258.7K)
TransDigm Group INC(TDGcusip893641100)	475	QoQ +2.81% (+13) YoY +54.72% (+168)	All Managers (Combined)	$657.1K	0.0% ($657.1K/$1.4B)	QoQ +12.22% (+$71.6K) YoY +73.77% (+$279.0K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	6.7K	QoQ +1.72% (+113) YoY +14.99% (+870)	All Managers (Combined)	$641.7K	0.0% ($641.7K/$1.4B)	QoQ +5.94% (+$36.0K) YoY +19.64% (+$105.4K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	10.1K	QoQ +3.22% (-314) YoY +3.62% (+352)	All Managers (Combined)	$638.0K	0.0% ($638.0K/$1.4B)	QoQ -4.44% (-$29.7K) YoY +13.01% (+$73.5K)
UNIVERSAL HEALTH SERVICES INC(UHScusip913903100)	3.4K	QoQ +1.28% (+43) YoY +1.37% (+46)	All Managers (Combined)	$637.5K	0.0% ($637.5K/$1.4B)	QoQ +6.07% (+$36.5K) YoY +4.39% (+$26.9K)
Mondelez International, Inc.(MDLZcusip609207105)	9.2K	QoQ +18.44% (+1.4K) YoY +15.34% (+1.2K)	All Managers (Combined)	$631.3K	0.0% ($631.3K/$1.4B)	QoQ +34.43% (+$161.7K) YoY +11.89% (+$67.1K)
(ESGUcusip46435G425)	5.0K	QoQ 0.00% (-0) YoY -44.57% (-4.1K)	All Managers (Combined)	$615.4K	0.0% ($615.4K/$1.4B)	QoQ -5.36% (-$34.9K) YoY -41.21% (-$431.5K)
COMCAST CORP(CMCSAcusip20030N101)	16.6K	QoQ -13.18% (-2.5K) YoY -33.02% (-8.2K)	All Managers (Combined)	$614.3K	0.0% ($614.3K/$1.4B)	QoQ -14.64% (-$105.4K) YoY -42.99% (-$463.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.6K	QoQ +11.27% (-368) YoY +16.63% (+518)	All Managers (Combined)	$605.2K	0.0% ($605.2K/$1.4B)	QoQ -6.35% (-$41.1K) YoY +42.33% (+$180.0K)
(EEMcusip464287234)	13.7K	QoQ +3.44% (+458) YoY +2.04% (+276)	All Managers (Combined)	$600.8K	0.0% ($600.8K/$1.4B)	QoQ +8.09% (+$45.0K) YoY +8.55% (+$47.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.8K	QoQ +15.04% (-763) YoY +7.33% (-399)	All Managers (Combined)	$599.5K	0.0% ($599.5K/$1.4B)	QoQ -2.14% (-$13.2K) YoY -38.89% (-$381.7K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.6K	QoQ +3.48% (-55) YoY +13.97% (-200)	All Managers (Combined)	$597.8K	0.0% ($597.8K/$1.4B)	QoQ -12.78% (-$87.6K) YoY -20.10% (-$150.4K)
CATERPILLAR INC(CATcusip149123101)	1.8K	QoQ -1.15% (-21) YoY +12.67% (+203)	All Managers (Combined)	$595.3K	0.0% ($595.3K/$1.4B)	QoQ -10.13% (-$67.1K) YoY +1.40% (+$8.3K)
FAIR ISAAC CORP(FICOcusip303250104)	319	QoQ +4.24% (-13) YoY +20.83% (+55)	All Managers (Combined)	$588.3K	0.0% ($588.3K/$1.4B)	QoQ -3.43% (-$20.9K) YoY +78.32% (+$258.4K)
BlackRock, Inc.(BLKcusip09290D101)	615	QoQ +2.84% (-17) YoY NEW(+615)	All Managers (Combined)	$582.1K	0.0% ($582.1K/$1.4B)	QoQ -5.04% (-$30.9K) YoY NEW(+$582.1K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.3K	QoQ +9.95% (+297) YoY +26.74% (+692)	All Managers (Combined)	$565.6K	0.0% ($565.6K/$1.4B)	QoQ +27.29% (+$121.3K) YoY +59.09% (+$210.1K)
Chubb Ltd(CBcusipH1467J104)	1.8K	QoQ +10.32% (+173) YoY +38.70% (+516)	All Managers (Combined)	$559.9K	0.0% ($559.9K/$1.4B)	QoQ +20.52% (+$95.3K) YoY +61.58% (+$213.4K)
ASML HOLDING NV(ASMLcusipN07059210)	837	QoQ +132.50% (+477) YoY +79.22% (+370)	All Managers (Combined)	$554.6K	0.0% ($554.6K/$1.4B)	QoQ +122.28% (+$305.1K) YoY +22.37% (+$101.4K)