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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46436E205

Shares:20.1K

Value:$464.4K

% of Portfolio:0.0% ($464.4K/$1.4B)

ServiceNow, Inc.

NOW|81762P102

Shares:581

Value:$462.6K

% of Portfolio:0.0% ($462.6K/$1.4B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:9.4K

Value:$456.4K

% of Portfolio:0.0% ($456.4K/$1.4B)

Cigna Group

CI|125523100

Shares:1.4K

Value:$450.4K

% of Portfolio:0.0% ($450.4K/$1.4B)

Murphy USA Inc.

MUSA|626755102

Shares:958

Value:$450.1K

% of Portfolio:0.0% ($450.1K/$1.4B)

METLIFE INC

MET|59156R108

Shares:5.5K

Value:$438.4K

% of Portfolio:0.0% ($438.4K/$1.4B)

CONOCOPHILLIPS

COP|20825C104

Shares:4.1K

Value:$433.1K

% of Portfolio:0.0% ($433.1K/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.5K

Value:$433.1K

% of Portfolio:0.0% ($433.1K/$1.4B)

CARMAX INC

KMX|143130102

Shares:5.5K

Value:$429.3K

% of Portfolio:0.0% ($429.3K/$1.4B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:783

Value:$427.7K

% of Portfolio:0.0% ($427.7K/$1.4B)

Constellation Energy Corp

CEG|21037T109

Shares:2.1K

Value:$425.2K

% of Portfolio:0.0% ($425.2K/$1.4B)

STEEL DYNAMICS INC

STLD|858119100

Shares:3.4K

Value:$425.2K

% of Portfolio:0.0% ($425.2K/$1.4B)

Bank of New York Mellon Corp

BK|064058100

Shares:5.0K

Value:$423.2K

% of Portfolio:0.0% ($423.2K/$1.4B)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:5.2K

Value:$419.7K

% of Portfolio:0.0% ($419.7K/$1.4B)

STARBUCKS CORP

SBUX|855244109

Shares:4.3K

Value:$418.7K

% of Portfolio:0.0% ($418.7K/$1.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.4K

Value:$417.0K

% of Portfolio:0.0% ($417.0K/$1.4B)

NOVARTIS AG

NVS|66987V109

Shares:3.6K

Value:$413.7K

% of Portfolio:0.0% ($413.7K/$1.4B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.5K

Value:$405.6K

% of Portfolio:0.0% ($405.6K/$1.4B)

TotalEnergies SE

TTE|89151E109

Shares:6.2K

Value:$404.3K

% of Portfolio:0.0% ($404.3K/$1.4B)

ALLSTATE CORP

ALL|020002101

Shares:1.9K

Value:$403.9K

% of Portfolio:0.0% ($403.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E205)✕	20.1K	QoQ +5.82% (+1.1K) YoY NEW(+20.1K)	All Managers (Combined)	$464.4K	0.0% ($464.4K/$1.4B)	QoQ +7.35% (+$31.8K) YoY NEW(+$464.4K)
ServiceNow, Inc.(NOWcusip81762P102)	581	QoQ +2.65% (-15) YoY +38.33% (+161)	All Managers (Combined)	$462.6K	0.0% ($462.6K/$1.4B)	QoQ -22.91% (-$137.5K) YoY +44.45% (+$142.3K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	9.4K	QoQ +4.54% (-410) YoY +15.28% (-1.3K)	All Managers (Combined)	$456.4K	0.0% ($456.4K/$1.4B)	QoQ -11.75% (-$60.8K) YoY -37.78% (-$277.2K)
Cigna Group(CIcusip125523100)	1.4K	QoQ +61.24% (+520) YoY +68.38% (+556)	All Managers (Combined)	$450.4K	0.0% ($450.4K/$1.4B)	QoQ +92.11% (+$216.0K) YoY +52.53% (+$155.1K)
Murphy USA Inc.(MUSAcusip626755102)	958	QoQ +0.20% (-2) YoY +11.39% (+98)	All Managers (Combined)	$450.1K	0.0% ($450.1K/$1.4B)	QoQ -6.16% (-$29.6K) YoY +24.84% (+$89.6K)
METLIFE INC(METcusip59156R108)	5.5K	QoQ +0.09% (-5) YoY +2.47% (+132)	All Managers (Combined)	$438.4K	0.0% ($438.4K/$1.4B)	QoQ -1.85% (-$8.3K) YoY +11.02% (+$43.5K)
CONOCOPHILLIPS(COPcusip20825C104)	4.1K	QoQ +16.13% (+573) YoY NEW(+4.1K)	All Managers (Combined)	$433.1K	0.0% ($433.1K/$1.4B)	QoQ +22.98% (+$80.9K) YoY NEW(+$433.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.5K	QoQ -2.96% (-46) YoY NEW(+1.5K)	All Managers (Combined)	$433.1K	0.0% ($433.1K/$1.4B)	QoQ +15.46% (-$58.0K) YoY NEW(+$433.1K)
CARMAX INC(KMXcusip143130102)	5.5K	QoQ -3.35% (-191) YoY +9.04% (-457)	All Managers (Combined)	$429.3K	0.0% ($429.3K/$1.4B)	QoQ -7.89% (-$36.8K) YoY -2.45% (-$10.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	783	QoQ +8.00% (+58) YoY NEW(+783)	All Managers (Combined)	$427.7K	0.0% ($427.7K/$1.4B)	QoQ +3.03% (+$12.6K) YoY NEW(+$427.7K)
Constellation Energy Corp(CEGcusip21037T109)	2.1K	QoQ +0.23% (-5) YoY +10.36% (+198)	All Managers (Combined)	$425.2K	0.0% ($425.2K/$1.4B)	QoQ -9.65% (-$45.4K) YoY +20.37% (+$72.0K)
STEEL DYNAMICS INC(STLDcusip858119100)	3.4K	QoQ +5.84% (+187) YoY +14.93% (-440)	All Managers (Combined)	$425.2K	0.0% ($425.2K/$1.4B)	QoQ +16.02% (+$58.7K) YoY -2.95% (-$12.9K)
Bank of New York Mellon Corp(BKcusip064058100)	5.0K	QoQ +8.60% (+400) YoY NEW(+5.0K)	All Managers (Combined)	$423.2K	0.0% ($423.2K/$1.4B)	QoQ +18.56% (+$66.3K) YoY NEW(+$423.2K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	5.2K	QoQ +2.63% (-134) YoY +9.07% (-434)	All Managers (Combined)	$419.7K	0.0% ($419.7K/$1.4B)	QoQ -17.15% (-$86.9K) YoY -32.28% (-$200.1K)
STARBUCKS CORP(SBUXcusip855244109)	4.3K	QoQ -77.66% (-14.8K) YoY -80.34% (-17.5K)	All Managers (Combined)	$418.7K	0.0% ($418.7K/$1.4B)	QoQ -75.99% (-$1.3M) YoY -78.90% (-$1.6M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.4K	QoQ -1.83% (-64) YoY +43.56% (+1.0K)	All Managers (Combined)	$417.0K	0.0% ($417.0K/$1.4B)	QoQ -1.03% (-$4.3K) YoY +72.41% (+$175.2K)
NOVARTIS AG(NVScusip66987V109)	3.6K	QoQ +34.11% (+913) YoY +41.63% (+1.1K)	All Managers (Combined)	$413.7K	0.0% ($413.7K/$1.4B)	QoQ +58.87% (+$153.3K) YoY +62.40% (+$159.0K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.5K	QoQ +21.86% (+267) YoY +11.21% (+150)	All Managers (Combined)	$405.6K	0.0% ($405.6K/$1.4B)	QoQ +26.07% (+$83.9K) YoY +7.30% (+$27.6K)
TotalEnergies SE(TTEcusip89151E109)	6.2K	QoQ +45.85% (+1.9K) YoY +57.49% (+2.3K)	All Managers (Combined)	$404.3K	0.0% ($404.3K/$1.4B)	QoQ +72.68% (+$170.2K) YoY +48.06% (+$131.2K)
ALLSTATE CORP(ALLcusip020002101)	1.9K	QoQ +4.07% (+76) YoY +23.55% (+370)	All Managers (Combined)	$403.9K	0.0% ($403.9K/$1.4B)	QoQ +11.80% (+$42.7K) YoY +47.81% (+$130.7K)