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 17 of 19

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Energy Transfer LP

ET|29273V100

Shares:13.2K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$1.4B)

SOUTHERN CO

SO|842587107

Shares:2.7K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$1.4B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:960

Value:$244.2K

% of Portfolio:0.0% ($244.2K/$1.4B)

Elevance Health, Inc.

ELV|036752103

Shares:560

Value:$243.6K

% of Portfolio:0.0% ($243.6K/$1.4B)

HUBBELL INC

HUBB|443510607

Shares:735

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$1.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:3.4K

Value:$242.8K

% of Portfolio:0.0% ($242.8K/$1.4B)

Baker Hughes Co

BKR|05722G100

Shares:5.5K

Value:$241.6K

% of Portfolio:0.0% ($241.6K/$1.4B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:5.7K

Value:$238.8K

% of Portfolio:0.0% ($238.8K/$1.4B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:706

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$1.4B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:902

Value:$238.5K

% of Portfolio:0.0% ($238.5K/$1.4B)

QUALYS, INC.

QLYS|74758T303

Shares:1.9K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$1.4B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:2.0K

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$1.4B)

Blackstone Inc.

BX|09260D107

Shares:1.7K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$1.4B)

ASTRAZENECA PLC

AZN|046353108

Shares:3.2K

Value:$233.2K

% of Portfolio:0.0% ($233.2K/$1.4B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:521

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$1.4B)

78464A763

SDY|78464A763

Shares:1.7K

Value:$232.1K

% of Portfolio:0.0% ($232.1K/$1.4B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:6.1K

Value:$231.3K

% of Portfolio:0.0% ($231.3K/$1.4B)

Ingersoll Rand Inc.

IR|45687V106

Shares:2.8K

Value:$227.4K

% of Portfolio:0.0% ($227.4K/$1.4B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:10.2K

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$1.4B)

74348A210

Shares:10.9K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	13.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$1.4B)	QoQ -5.10% (-$13.2K) YoY +18.18% (+$37.7K)
SOUTHERN CO(SOcusip842587107)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$1.4B)	QoQ NEW(+$244.7K) YoY NEW(+$244.7K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	960	QoQ -7.42% (-77) YoY +12.28% (-105)	All Managers (Combined)	$244.2K	0.0% ($244.2K/$1.4B)	QoQ -21.63% (-$67.4K) YoY -8.26% (-$22.0K)
Elevance Health, Inc.(ELVcusip036752103)	560	QoQ -6.04% (-36) YoY +27.85% (+122)	All Managers (Combined)	$243.6K	0.0% ($243.6K/$1.4B)	QoQ +10.78% (-$23.7K) YoY +7.24% (+$16.5K)
HUBBELL INC(HUBBcusip443510607)	735	QoQ +0.68% (-5) YoY +26.50% (+154)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$1.4B)	QoQ -20.46% (-$62.6K) YoY +0.86% (+$2.1K)
Edwards Lifesciences Corp(EWcusip28176E108)	3.4K	QoQ -0.94% (-32) YoY +21.95% (-603)	All Managers (Combined)	$242.8K	0.0% ($242.8K/$1.4B)	QoQ -3.01% (-$7.6K) YoY -7.50% (-$19.7K)
Baker Hughes Co(BKRcusip05722G100)	5.5K	QoQ -0.16% (-9) YoY NEW(+5.5K)	All Managers (Combined)	$241.6K	0.0% ($241.6K/$1.4B)	QoQ +6.96% (-$15.7K) YoY NEW(+$241.6K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	5.7K	QoQ -1.14% (-66) YoY -18.08% (-1.3K)	All Managers (Combined)	$238.8K	0.0% ($238.8K/$1.4B)	QoQ +7.54% (-$16.8K) YoY -37.36% (-$142.5K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	706	QoQ +3.06% (+21) YoY -45.22% (-583)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$1.4B)	QoQ +4.56% (+$10.4K) YoY -30.30% (-$103.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	902	QoQ NEW(+902) YoY NEW(+902)	All Managers (Combined)	$238.5K	0.0% ($238.5K/$1.4B)	QoQ NEW(+$238.5K) YoY NEW(+$238.5K)
QUALYS, INC.(QLYScusip74758T303)	1.9K	QoQ +2.24% (-41) YoY NEW(+1.9K)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$1.4B)	QoQ -8.17% (-$21.0K) YoY NEW(+$235.6K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	2.0K	QoQ +1.14% (-23) YoY NEW(+2.0K)	All Managers (Combined)	$235.2K	0.0% ($235.2K/$1.4B)	QoQ -4.92% (-$12.2K) YoY NEW(+$235.2K)
Blackstone Inc.(BXcusip09260D107)	1.7K	QoQ +13.29% (-197) YoY NEW(+1.7K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$1.4B)	QoQ -8.15% (-$20.8K) YoY NEW(+$234.7K)
ASTRAZENECA PLC(AZNcusip046353108)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$233.2K	0.0% ($233.2K/$1.4B)	QoQ NEW(+$233.2K) YoY NEW(+$233.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	521	QoQ +22.30% (+95) YoY NEW(+521)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$1.4B)	QoQ +12.42% (+$25.7K) YoY NEW(+$232.7K)
(SDYcusip78464A763)	1.7K	QoQ 0.00% (+0) YoY -2.22% (-39)	All Managers (Combined)	$232.1K	0.0% ($232.1K/$1.4B)	QoQ +2.70% (+$6.1K) YoY +1.07% (-$2.5K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	6.1K	QoQ -7.24% (-477) YoY -3.03% (-191)	All Managers (Combined)	$231.3K	0.0% ($231.3K/$1.4B)	QoQ -7.77% (-$19.5K) YoY -21.92% (-$64.9K)
Ingersoll Rand Inc.(IRcusip45687V106)	2.8K	QoQ +12.37% (-313) YoY -10.26% (-325)	All Managers (Combined)	$227.4K	0.0% ($227.4K/$1.4B)	QoQ -0.58% (-$1.3K) YoY -24.36% (-$73.3K)
ARES CAPITAL CORP(ARCCcusip04010L103)	10.2K	QoQ 0.00% (+0) YoY NEW(+10.2K)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$1.4B)	QoQ +1.23% (+$2.8K) YoY NEW(+$227.1K)
(cusip74348A210)✕	10.9K	QoQ NEW(+10.9K) YoY +8.17% (+821)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$1.4B)	QoQ NEW(+$226.8K) YoY +12.63% (+$25.4K)