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 14 of 19

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922042742

VT|922042742

Shares:3.0K

Value:$347.9K

% of Portfolio:0.0% ($347.9K/$1.4B)

67092P607

Shares:9.0K

Value:$343.8K

% of Portfolio:0.0% ($343.8K/$1.4B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.7K

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$1.4B)

Zoetis Inc.

ZTS|98978V103

Shares:2.1K

Value:$339.7K

% of Portfolio:0.0% ($339.7K/$1.4B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:24.7K

Value:$336.5K

% of Portfolio:0.0% ($336.5K/$1.4B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.5K

Value:$334.4K

% of Portfolio:0.0% ($334.4K/$1.4B)

CF Industries Holdings, Inc.

CF|125269100

Shares:4.3K

Value:$334.2K

% of Portfolio:0.0% ($334.2K/$1.4B)

EXELON CORP

EXC|30161N101

Shares:7.2K

Value:$332.7K

% of Portfolio:0.0% ($332.7K/$1.4B)

25460E869

Shares:28.4K

Value:$331.4K

% of Portfolio:0.0% ($331.4K/$1.4B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.9K

Value:$331.4K

% of Portfolio:0.0% ($331.4K/$1.4B)

Apollo Global Management, Inc.

APO|03769M106

Shares:2.4K

Value:$331.0K

% of Portfolio:0.0% ($331.0K/$1.4B)

33939L407

Shares:8.5K

Value:$328.6K

% of Portfolio:0.0% ($328.6K/$1.4B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.5K

Value:$326.1K

% of Portfolio:0.0% ($326.1K/$1.4B)

Arista Networks, Inc.

ANET|040413205

Shares:4.2K

Value:$322.9K

% of Portfolio:0.0% ($322.9K/$1.4B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:2.5K

Value:$321.3K

% of Portfolio:0.0% ($321.3K/$1.4B)

GRACO INC

GGG|384109104

Shares:3.8K

Value:$320.9K

% of Portfolio:0.0% ($320.9K/$1.4B)

DROPBOX, INC.

DBX|26210C104

Shares:11.7K

Value:$313.7K

% of Portfolio:0.0% ($313.7K/$1.4B)

Johnson Controls International plc

JCI|G51502105

Shares:3.9K

Value:$312.4K

% of Portfolio:0.0% ($312.4K/$1.4B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.8K

Value:$312.2K

% of Portfolio:0.0% ($312.2K/$1.4B)

Elanco Animal Health Inc

ELAN|28414H103

Shares:29.4K

Value:$308.8K

% of Portfolio:0.0% ($308.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTcusip922042742)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$347.9K	0.0% ($347.9K/$1.4B)	QoQ -1.30% (-$4.6K) YoY +4.93% (+$16.4K)
(cusip67092P607)✕	9.0K	QoQ 0.00% (-0) YoY -1.47% (-134)	All Managers (Combined)	$343.8K	0.0% ($343.8K/$1.4B)	QoQ -8.45% (-$31.8K) YoY -9.17% (-$34.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.7K	QoQ +7.14% (+383) YoY NEW(+5.7K)	All Managers (Combined)	$343.3K	0.0% ($343.3K/$1.4B)	QoQ +18.30% (+$53.1K) YoY NEW(+$343.3K)
Zoetis Inc.(ZTScusip98978V103)	2.1K	QoQ +7.33% (+141) YoY +24.87% (+411)	All Managers (Combined)	$339.7K	0.0% ($339.7K/$1.4B)	QoQ +8.46% (+$26.5K) YoY +21.51% (+$60.1K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	24.7K	QoQ +17.80% (+3.7K) YoY +20.81% (+4.3K)	All Managers (Combined)	$336.5K	0.0% ($336.5K/$1.4B)	QoQ +37.00% (+$90.9K) YoY +60.97% (+$127.5K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$334.4K	0.0% ($334.4K/$1.4B)	QoQ NEW(+$334.4K) YoY NEW(+$334.4K)
CF Industries Holdings, Inc.(CFcusip125269100)	4.3K	QoQ -0.04% (-2) YoY +34.00% (+1.1K)	All Managers (Combined)	$334.2K	0.0% ($334.2K/$1.4B)	QoQ -8.44% (-$30.8K) YoY +25.85% (+$68.6K)
EXELON CORP(EXCcusip30161N101)	7.2K	QoQ +3.84% (+267) YoY +23.01% (+1.4K)	All Managers (Combined)	$332.7K	0.0% ($332.7K/$1.4B)	QoQ +27.12% (+$71.0K) YoY +50.88% (+$112.2K)
(cusip25460E869)✕	28.4K	QoQ +33.19% (+7.1K) YoY +9.57% (+2.5K)	All Managers (Combined)	$331.4K	0.0% ($331.4K/$1.4B)	QoQ +41.17% (+$96.7K) YoY +5.07% (+$16.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.9K	QoQ +23.64% (+751) YoY NEW(+3.9K)	All Managers (Combined)	$331.4K	0.0% ($331.4K/$1.4B)	QoQ +37.98% (+$91.2K) YoY NEW(+$331.4K)
Apollo Global Management, Inc.(APOcusip03769M106)	2.4K	QoQ +1.25% (-30) YoY -13.55% (-379)	All Managers (Combined)	$331.0K	0.0% ($331.0K/$1.4B)	QoQ -16.04% (-$63.3K) YoY +5.27% (-$16.6K)
(cusip33939L407)✕	8.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$328.6K	0.0% ($328.6K/$1.4B)	QoQ +6.73% (+$20.7K) YoY -5.50% (-$19.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.5K	QoQ -0.32% (-5) YoY -9.30% (-158)	All Managers (Combined)	$326.1K	0.0% ($326.1K/$1.4B)	QoQ -6.56% (-$22.9K) YoY -6.43% (-$22.4K)
Arista Networks, Inc.(ANETcusip040413205)	4.2K	QoQ -1.46% (-62) YoY NEW(+4.2K)	All Managers (Combined)	$322.9K	0.0% ($322.9K/$1.4B)	QoQ -30.92% (-$144.6K) YoY NEW(+$322.9K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	2.5K	QoQ +0.99% (-25) YoY +50.47% (+851)	All Managers (Combined)	$321.3K	0.0% ($321.3K/$1.4B)	QoQ -17.50% (-$68.2K) YoY +51.08% (+$108.6K)
GRACO INC(GGGcusip384109104)	3.8K	QoQ +5.54% (+202) YoY +55.08% (+1.4K)	All Managers (Combined)	$320.9K	0.0% ($320.9K/$1.4B)	QoQ +4.57% (+$14.0K) YoY +38.57% (+$89.3K)
DROPBOX, INC.(DBXcusip26210C104)	11.7K	QoQ +6.03% (-668) YoY NEW(+11.7K)	All Managers (Combined)	$313.7K	0.0% ($313.7K/$1.4B)	QoQ -5.72% (-$19.0K) YoY NEW(+$313.7K)
Johnson Controls International plc(JCIcusipG51502105)	3.9K	QoQ +13.64% (+466) YoY NEW(+3.9K)	All Managers (Combined)	$312.4K	0.0% ($312.4K/$1.4B)	QoQ +15.33% (+$41.5K) YoY NEW(+$312.4K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.8K	QoQ +15.94% (-384) YoY +730.95% (-2.5K)	All Managers (Combined)	$312.2K	0.0% ($312.2K/$1.4B)	QoQ -36.16% (-$176.9K) YoY -1.29% (-$4.1K)
Elanco Animal Health Inc(ELANcusip28414H103)	29.4K	QoQ +5.66% (-1.6K) YoY +13.04% (-3.4K)	All Managers (Combined)	$308.8K	0.0% ($308.8K/$1.4B)	QoQ -8.38% (-$28.3K) YoY -27.08% (-$114.7K)