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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WILLIAMS SONOMA INC

WSM|969904101

Shares:3.5K

Value:$554.3K

% of Portfolio:0.0% ($554.3K/$1.4B)

NOVO NORDISK A S

NVO|670100205

Shares:7.8K

Value:$553.5K

% of Portfolio:0.0% ($553.5K/$1.4B)

EXELIXIS, INC.

EXEL|30161Q104

Shares:14.9K

Value:$550.2K

% of Portfolio:0.0% ($550.2K/$1.4B)

Eaton Corp plc

ETN|G29183103

Shares:2.0K

Value:$535.2K

% of Portfolio:0.0% ($535.2K/$1.4B)

Taylor Morrison Home Corp

TMHC|87724P106

Shares:8.9K

Value:$534.4K

% of Portfolio:0.0% ($534.4K/$1.4B)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.0K

Value:$534.2K

% of Portfolio:0.0% ($534.2K/$1.4B)

BOEING CO

BA|097023105

Shares:3.1K

Value:$524.1K

% of Portfolio:0.0% ($524.1K/$1.4B)

Shell plc

SHEL|780259305

Shares:7.1K

Value:$518.2K

% of Portfolio:0.0% ($518.2K/$1.4B)

OMNICOM GROUP INC.

OMC|681919106

Shares:6.1K

Value:$511.3K

% of Portfolio:0.0% ($511.3K/$1.4B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:4.4K

Value:$501.0K

% of Portfolio:0.0% ($501.0K/$1.4B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:22.8K

Value:$500.8K

% of Portfolio:0.0% ($500.8K/$1.4B)

SAP SE

SAP|803054204

Shares:1.9K

Value:$499.3K

% of Portfolio:0.0% ($499.3K/$1.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:7.0K

Value:$492.8K

% of Portfolio:0.0% ($492.8K/$1.4B)

GoDaddy Inc.

GDDY|380237107

Shares:2.7K

Value:$489.4K

% of Portfolio:0.0% ($489.4K/$1.4B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.0K

Value:$488.2K

% of Portfolio:0.0% ($488.2K/$1.4B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.8K

Value:$487.4K

% of Portfolio:0.0% ($487.4K/$1.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.7K

Value:$485.0K

% of Portfolio:0.0% ($485.0K/$1.4B)

LAM RESEARCH CORP

LRCX|512807306

Shares:6.6K

Value:$483.9K

% of Portfolio:0.0% ($483.9K/$1.4B)

UNION PACIFIC CORP

UNP|907818108

Shares:2.0K

Value:$482.2K

% of Portfolio:0.0% ($482.2K/$1.4B)

Okta, Inc.

OKTA|679295105

Shares:4.4K

Value:$466.9K

% of Portfolio:0.0% ($466.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS SONOMA INC(WSMcusip969904101)	3.5K	QoQ +0.92% (-32) YoY +127.07% (+2.0K)	All Managers (Combined)	$554.3K	0.0% ($554.3K/$1.4B)	QoQ -13.83% (-$89.0K) YoY +13.06% (+$64.0K)
NOVO NORDISK A S(NVOcusip670100205)	7.8K	QoQ +15.25% (-1.0K) YoY +32.80% (-1.9K)	All Managers (Combined)	$553.5K	0.0% ($553.5K/$1.4B)	QoQ -5.42% (-$31.8K) YoY -27.52% (-$210.2K)
EXELIXIS, INC.(EXELcusip30161Q104)	14.9K	QoQ +5.31% (+752) YoY +12.31% (+1.6K)	All Managers (Combined)	$550.2K	0.0% ($550.2K/$1.4B)	QoQ +16.76% (+$79.0K) YoY +74.74% (+$235.3K)
Eaton Corp plc(ETNcusipG29183103)	2.0K	QoQ -0.65% (-13) YoY +11.93% (-210)	All Managers (Combined)	$535.2K	0.0% ($535.2K/$1.4B)	QoQ -18.62% (-$122.5K) YoY -2.68% (-$14.8K)
Taylor Morrison Home Corp(TMHCcusip87724P106)	8.9K	QoQ -5.81% (-550) YoY +8.27% (+680)	All Managers (Combined)	$534.4K	0.0% ($534.4K/$1.4B)	QoQ -7.61% (-$44.1K) YoY +4.56% (+$23.3K)
T-Mobile US, Inc.(TMUScusip872590104)	2.0K	QoQ +34.61% (+515) YoY +61.14% (+760)	All Managers (Combined)	$534.2K	0.0% ($534.2K/$1.4B)	QoQ +62.65% (+$205.8K) YoY +163.31% (+$331.3K)
BOEING CO(BAcusip097023105)	3.1K	QoQ -11.67% (-406) YoY -43.02% (-2.3K)	All Managers (Combined)	$524.1K	0.0% ($524.1K/$1.4B)	QoQ -14.88% (-$91.7K) YoY -49.65% (-$516.9K)
Shell plc(SHELcusip780259305)	7.1K	QoQ +52.41% (+2.4K) YoY +46.17% (+2.2K)	All Managers (Combined)	$518.2K	0.0% ($518.2K/$1.4B)	QoQ +78.27% (+$227.5K) YoY +59.78% (+$193.9K)
OMNICOM GROUP INC.(OMCcusip681919106)	6.1K	QoQ +4.41% (+259) YoY +12.00% (-656)	All Managers (Combined)	$511.3K	0.0% ($511.3K/$1.4B)	QoQ +0.57% (+$2.9K) YoY -3.95% (-$21.0K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	4.4K	QoQ -1.84% (-83) YoY +8.79% (-357)	All Managers (Combined)	$501.0K	0.0% ($501.0K/$1.4B)	QoQ +5.15% (-$24.6K) YoY -6.67% (-$35.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	22.8K	QoQ +3.51% (-774) YoY +18.91% (+3.6K)	All Managers (Combined)	$500.8K	0.0% ($500.8K/$1.4B)	QoQ -4.32% (-$22.6K) YoY +22.71% (+$92.7K)
SAP SE(SAPcusip803054204)	1.9K	QoQ +16.25% (+260) YoY +36.96% (+502)	All Managers (Combined)	$499.3K	0.0% ($499.3K/$1.4B)	QoQ +26.74% (+$105.4K) YoY +88.52% (+$234.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	7.0K	QoQ +19.00% (+1.1K) YoY +33.93% (+1.8K)	All Managers (Combined)	$492.8K	0.0% ($492.8K/$1.4B)	QoQ +17.67% (+$74.0K) YoY +48.55% (+$161.1K)
GoDaddy Inc.(GDDYcusip380237107)	2.7K	QoQ +5.26% (-136) YoY +12.22% (+296)	All Managers (Combined)	$489.4K	0.0% ($489.4K/$1.4B)	QoQ -3.92% (-$20.0K) YoY +70.34% (+$202.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.0K	QoQ +21.88% (+1.4K) YoY +42.16% (+2.4K)	All Managers (Combined)	$488.2K	0.0% ($488.2K/$1.4B)	QoQ +39.45% (+$138.1K) YoY +94.57% (+$237.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	4.8K	QoQ +11.18% (+486) YoY +46.52% (+1.5K)	All Managers (Combined)	$487.4K	0.0% ($487.4K/$1.4B)	QoQ +25.57% (+$99.3K) YoY +115.82% (+$261.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.7K	QoQ -68.61% (-5.9K) YoY -64.65% (-4.9K)	All Managers (Combined)	$485.0K	0.0% ($485.0K/$1.4B)	QoQ -69.92% (-$1.1M) YoY -63.54% (-$845.3K)
LAM RESEARCH CORP(LRCXcusip512807306)	6.6K	QoQ +26.18% (+1.4K) YoY NEW(+6.6K)	All Managers (Combined)	$483.9K	0.0% ($483.9K/$1.4B)	QoQ +26.83% (+$102.4K) YoY NEW(+$483.9K)
UNION PACIFIC CORP(UNPcusip907818108)	2.0K	QoQ +5.69% (+110) YoY +17.77% (+308)	All Managers (Combined)	$482.2K	0.0% ($482.2K/$1.4B)	QoQ +9.49% (+$41.8K) YoY +13.13% (+$56.0K)
Okta, Inc.(OKTAcusip679295105)	4.4K	QoQ +10.20% (+411) YoY +19.78% (+733)	All Managers (Combined)	$466.9K	0.0% ($466.9K/$1.4B)	QoQ +47.15% (+$149.6K) YoY +20.47% (+$79.3K)