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 15 of 19

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Sony Group Corp

SONY|835699307

Shares:12.1K

Value:$308.1K

% of Portfolio:0.0% ($308.1K/$1.4B)

GE Vernova Inc.

GEV|36828A101

Shares:1.0K

Value:$307.1K

% of Portfolio:0.0% ($307.1K/$1.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:3.2K

Value:$307.1K

% of Portfolio:0.0% ($307.1K/$1.4B)

921910725

VSGX|921910725

Shares:5.2K

Value:$303.8K

% of Portfolio:0.0% ($303.8K/$1.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:4.1K

Value:$302.3K

% of Portfolio:0.0% ($302.3K/$1.4B)

DEERE & CO

DE|244199105

Shares:640

Value:$301.4K

% of Portfolio:0.0% ($301.4K/$1.4B)

Fortinet, Inc.

FTNT|34959E109

Shares:3.1K

Value:$300.9K

% of Portfolio:0.0% ($300.9K/$1.4B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.8K

Value:$298.7K

% of Portfolio:0.0% ($298.7K/$1.4B)

NISOURCE INC.

NI|65473P105

Shares:7.4K

Value:$298.6K

% of Portfolio:0.0% ($298.6K/$1.4B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:302

Value:$298.3K

% of Portfolio:0.0% ($298.3K/$1.4B)

INTUIT INC.

INTU|461202103

Shares:485

Value:$297.8K

% of Portfolio:0.0% ($297.8K/$1.4B)

AppLovin Corp

APP|03831W108

Shares:1.1K

Value:$293.3K

% of Portfolio:0.0% ($293.3K/$1.4B)

UNITED RENTALS, INC.

URI|911363109

Shares:466

Value:$292.0K

% of Portfolio:0.0% ($292.0K/$1.4B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.7K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$1.4B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:837

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$1.4B)

922908751

VB|922908751

Shares:1.3K

Value:$288.7K

% of Portfolio:0.0% ($288.7K/$1.4B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:959

Value:$285.4K

% of Portfolio:0.0% ($285.4K/$1.4B)

FLEX LTD.

FLEX|Y2573F102

Shares:8.6K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$1.4B)

Xylem Inc.

XYL|98419M100

Shares:2.4K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$1.4B)

Haleon plc

HLN|405552100

Shares:27.7K

Value:$284.7K

% of Portfolio:0.0% ($284.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sony Group Corp(SONYcusip835699307)	12.1K	QoQ NEW(+12.1K) YoY +295.21% (+9.1K)	All Managers (Combined)	$308.1K	0.0% ($308.1K/$1.4B)	QoQ NEW(+$308.1K) YoY +17.03% (+$44.8K)
GE Vernova Inc.(GEVcusip36828A101)	1.0K	QoQ -1.56% (-16) YoY NEW(+1.0K)	All Managers (Combined)	$307.1K	0.0% ($307.1K/$1.4B)	QoQ -8.71% (-$29.3K) YoY NEW(+$307.1K)
SHOPIFY INC.(SHOPcusip82509L107)	3.2K	QoQ +4.82% (-148) YoY -20.84% (-847)	All Managers (Combined)	$307.1K	0.0% ($307.1K/$1.4B)	QoQ -5.87% (-$19.2K) YoY -2.06% (-$6.5K)
(VSGXcusip921910725)	5.2K	QoQ 0.00% (+0) YoY -1.24% (-65)	All Managers (Combined)	$303.8K	0.0% ($303.8K/$1.4B)	QoQ +4.02% (+$11.7K) YoY +1.34% (-$4.0K)
Uber Technologies, Inc(UBERcusip90353T100)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$302.3K	0.0% ($302.3K/$1.4B)	QoQ NEW(+$302.3K) YoY NEW(+$302.3K)
DEERE & CO(DEcusip244199105)	640	QoQ +20.52% (+109) YoY +18.51% (+100)	All Managers (Combined)	$301.4K	0.0% ($301.4K/$1.4B)	QoQ +33.46% (+$75.6K) YoY +35.41% (+$78.8K)
Fortinet, Inc.(FTNTcusip34959E109)	3.1K	QoQ +14.79% (+403) YoY NEW(+3.1K)	All Managers (Combined)	$300.9K	0.0% ($300.9K/$1.4B)	QoQ +16.96% (+$43.6K) YoY NEW(+$300.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.8K	QoQ +9.37% (+750) YoY -32.69% (-4.3K)	All Managers (Combined)	$298.7K	0.0% ($298.7K/$1.4B)	QoQ +19.07% (+$47.8K) YoY -21.25% (-$80.6K)
NISOURCE INC.(NIcusip65473P105)	7.4K	QoQ +3.86% (+277) YoY NEW(+7.4K)	All Managers (Combined)	$298.6K	0.0% ($298.6K/$1.4B)	QoQ +13.27% (+$35.0K) YoY NEW(+$298.6K)
W.W. GRAINGER, INC.(GWWcusip384802104)	302	QoQ +26.89% (+64) YoY +48.03% (+98)	All Managers (Combined)	$298.3K	0.0% ($298.3K/$1.4B)	QoQ +18.91% (+$47.5K) YoY +43.75% (+$90.8K)
INTUIT INC.(INTUcusip461202103)	485	QoQ +13.84% (+59) YoY NEW(+485)	All Managers (Combined)	$297.8K	0.0% ($297.8K/$1.4B)	QoQ +11.22% (+$30.0K) YoY NEW(+$297.8K)
AppLovin Corp(APPcusip03831W108)	1.1K	QoQ +2.88% (-31) YoY NEW(+1.1K)	All Managers (Combined)	$293.3K	0.0% ($293.3K/$1.4B)	QoQ -15.81% (-$55.1K) YoY NEW(+$293.3K)
UNITED RENTALS, INC.(URIcusip911363109)	466	QoQ -2.91% (-14) YoY +4.01% (-18)	All Managers (Combined)	$292.0K	0.0% ($292.0K/$1.4B)	QoQ -13.63% (-$46.1K) YoY -9.60% (-$31.0K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.7K	QoQ +0.75% (+20) YoY NEW(+2.7K)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$1.4B)	QoQ +39.65% (+$82.5K) YoY NEW(+$290.6K)
HCA Healthcare, Inc.(HCAcusip40412C101)	837	QoQ NEW(+837) YoY NEW(+837)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$1.4B)	QoQ NEW(+$289.2K) YoY NEW(+$289.2K)
(VBcusip922908751)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$288.7K	0.0% ($288.7K/$1.4B)	QoQ -7.71% (-$24.1K) YoY -2.99% (-$8.9K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	959	QoQ +1.69% (+16) YoY NEW(+959)	All Managers (Combined)	$285.4K	0.0% ($285.4K/$1.4B)	QoQ +9.89% (+$25.7K) YoY NEW(+$285.4K)
FLEX LTD.(FLEXcusipY2573F102)	8.6K	QoQ +4.81% (-396) YoY -0.05% (-5)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$1.4B)	QoQ -9.68% (-$30.6K) YoY +15.55% (-$38.4K)
Xylem Inc.(XYLcusip98419M100)	2.4K	QoQ +4.83% (+110) YoY +53.11% (+828)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$1.4B)	QoQ +7.93% (+$21.0K) YoY +41.52% (+$83.7K)
Haleon plc(HLNcusip405552100)	27.7K	QoQ +33.43% (+6.9K) YoY +49.47% (+9.2K)	All Managers (Combined)	$284.7K	0.0% ($284.7K/$1.4B)	QoQ +43.92% (+$86.9K) YoY +78.93% (+$125.6K)