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

Page 13 of 19

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UNILEVER PLC

UL|904767704

Shares:6.8K

Value:$402.8K

% of Portfolio:0.0% ($402.8K/$1.4B)

GENERAL MILLS INC

GIS|370334104

Shares:6.7K

Value:$402.4K

% of Portfolio:0.0% ($402.4K/$1.4B)

General Motors Co

GM|37045V100

Shares:8.4K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$1.4B)

M&T BANK CORP

MTB|55261F104

Shares:2.2K

Value:$391.3K

% of Portfolio:0.0% ($391.3K/$1.4B)

808524797

SCHD|808524797

Shares:14.0K

Value:$390.5K

% of Portfolio:0.0% ($390.5K/$1.4B)

NetApp, Inc.

NTAP|64110D104

Shares:4.4K

Value:$386.9K

% of Portfolio:0.0% ($386.9K/$1.4B)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:6.3K

Value:$384.6K

% of Portfolio:0.0% ($384.6K/$1.4B)

464287457

Shares:4.6K

Value:$383.5K

% of Portfolio:0.0% ($383.5K/$1.4B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.7K

Value:$381.9K

% of Portfolio:0.0% ($381.9K/$1.4B)

EMCOR Group, Inc.

EME|29084Q100

Shares:1.0K

Value:$381.5K

% of Portfolio:0.0% ($381.5K/$1.4B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.6K

Value:$367.2K

% of Portfolio:0.0% ($367.2K/$1.4B)

PINTEREST, INC.

PINS|72352L106

Shares:11.8K

Value:$365.4K

% of Portfolio:0.0% ($365.4K/$1.4B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.2K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$1.4B)

46435G243

Shares:14.6K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$1.4B)

CINTAS CORP

CTAS|172908105

Shares:1.8K

Value:$361.5K

% of Portfolio:0.0% ($361.5K/$1.4B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.5K

Value:$360.4K

% of Portfolio:0.0% ($360.4K/$1.4B)

Liberty Broadband Corp

LBRDK|530307305

Shares:4.2K

Value:$357.0K

% of Portfolio:0.0% ($357.0K/$1.4B)

89628W302

Shares:5.5K

Value:$354.3K

% of Portfolio:0.0% ($354.3K/$1.4B)

46435U283

Shares:13.9K

Value:$351.7K

% of Portfolio:0.0% ($351.7K/$1.4B)

JABIL INC

JBL|466313103

Shares:2.6K

Value:$351.5K

% of Portfolio:0.0% ($351.5K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNILEVER PLC(ULcusip904767704)	6.8K	QoQ +21.82% (+1.2K) YoY NEW(+6.8K)	All Managers (Combined)	$402.8K	0.0% ($402.8K/$1.4B)	QoQ +27.95% (+$88.0K) YoY NEW(+$402.8K)
GENERAL MILLS INC(GIScusip370334104)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$402.4K	0.0% ($402.4K/$1.4B)	QoQ NEW(+$402.4K) YoY NEW(+$402.4K)
General Motors Co(GMcusip37045V100)	8.4K	QoQ +7.44% (-584) YoY +48.02% (+2.7K)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$1.4B)	QoQ -5.13% (-$21.5K) YoY +53.50% (+$138.1K)
M&T BANK CORP(MTBcusip55261F104)	2.2K	QoQ +1.86% (-40) YoY +57.48% (+799)	All Managers (Combined)	$391.3K	0.0% ($391.3K/$1.4B)	QoQ -3.15% (-$12.7K) YoY +93.54% (+$189.1K)
(SCHDcusip808524797)	14.0K	QoQ +32.57% (+3.4K) YoY +321.13% (+10.6K)	All Managers (Combined)	$390.5K	0.0% ($390.5K/$1.4B)	QoQ +35.67% (+$102.7K) YoY +46.03% (+$123.1K)
NetApp, Inc.(NTAPcusip64110D104)	4.4K	QoQ -0.83% (-37) YoY +82.17% (+2.0K)	All Managers (Combined)	$386.9K	0.0% ($386.9K/$1.4B)	QoQ -24.95% (-$128.7K) YoY +52.44% (+$133.1K)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$384.6K	0.0% ($384.6K/$1.4B)	QoQ NEW(+$384.6K) YoY NEW(+$384.6K)
(cusip464287457)✕	4.6K	QoQ -7.05% (-352) YoY -25.44% (-1.6K)	All Managers (Combined)	$383.5K	0.0% ($383.5K/$1.4B)	QoQ -6.20% (-$25.4K) YoY -24.58% (-$125.0K)
Otis Worldwide Corp(OTIScusip68902V107)	3.7K	QoQ +7.12% (+246) YoY +12.97% (+425)	All Managers (Combined)	$381.9K	0.0% ($381.9K/$1.4B)	QoQ +19.36% (+$62.0K) YoY +17.44% (+$56.7K)
EMCOR Group, Inc.(EMEcusip29084Q100)	1.0K	QoQ +5.84% (-57) YoY +7.83% (+75)	All Managers (Combined)	$381.5K	0.0% ($381.5K/$1.4B)	QoQ -13.80% (-$61.1K) YoY +13.82% (+$46.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.6K	QoQ +15.51% (+213) YoY +28.83% (+355)	All Managers (Combined)	$367.2K	0.0% ($367.2K/$1.4B)	QoQ +32.52% (+$90.1K) YoY +39.93% (+$104.8K)
PINTEREST, INC.(PINScusip72352L106)	11.8K	QoQ +6.17% (+686) YoY +10.23% (-1.1K)	All Managers (Combined)	$365.4K	0.0% ($365.4K/$1.4B)	QoQ +13.50% (+$43.5K) YoY -1.43% (-$5.3K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.2K	QoQ -1.83% (-41) YoY +1.76% (+38)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$1.4B)	QoQ -5.32% (-$20.5K) YoY +7.99% (+$27.0K)
(cusip46435G243)✕	14.6K	QoQ 0.00% (+0) YoY -2.34% (-350)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$1.4B)	QoQ +1.17% (+$4.2K) YoY -0.30% (-$1.1K)
CINTAS CORP(CTAScusip172908105)	1.8K	QoQ +11.61% (+183) YoY NEW(+1.8K)	All Managers (Combined)	$361.5K	0.0% ($361.5K/$1.4B)	QoQ +25.55% (+$73.6K) YoY NEW(+$361.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.5K	QoQ +17.31% (+218) YoY NEW(+1.5K)	All Managers (Combined)	$360.4K	0.0% ($360.4K/$1.4B)	QoQ +34.77% (+$93.0K) YoY NEW(+$360.4K)
Liberty Broadband Corp(LBRDKcusip530307305)	4.2K	QoQ +3.09% (+126) YoY +4.48% (+180)	All Managers (Combined)	$357.0K	0.0% ($357.0K/$1.4B)	QoQ +17.28% (+$52.6K) YoY +55.27% (+$127.1K)
(cusip89628W302)✕	5.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$354.3K	0.0% ($354.3K/$1.4B)	QoQ -3.84% (-$14.2K) YoY +5.21% (+$17.6K)
(cusip46435U283)✕	13.9K	QoQ +39.82% (+4.0K) YoY NEW(+13.9K)	All Managers (Combined)	$351.7K	0.0% ($351.7K/$1.4B)	QoQ +40.60% (+$101.6K) YoY NEW(+$351.7K)
JABIL INC(JBLcusip466313103)	2.6K	QoQ +1.73% (-44) YoY +55.50% (+922)	All Managers (Combined)	$351.5K	0.0% ($351.5K/$1.4B)	QoQ -3.80% (-$13.9K) YoY +57.96% (+$129.0K)