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 18 of 19

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INTEL CORP

INTC|458140100

Shares:9.8K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$1.4B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:890

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$1.4B)

Discover Financial Services

DFS|254709108

Shares:1.3K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$1.4B)

TORO CO

TTC|891092108

Shares:3.0K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$1.4B)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

Shares:4.2K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$1.4B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.7K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$1.4B)

46138J783

Shares:11.3K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$1.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:113

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$1.4B)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:15.3K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$1.4B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:3.4K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$1.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.5K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.4B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:629

Value:$217.2K

% of Portfolio:0.0% ($217.2K/$1.4B)

EVERSOURCE ENERGY

ES|30040W108

Shares:3.5K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$1.4B)

464287309

IVW|464287309

Shares:2.3K

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$1.4B)

CME GROUP INC.

CME|12572Q105

Shares:795

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$1.4B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:2.8K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$1.4B)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:838

Value:$207.7K

% of Portfolio:0.0% ($207.7K/$1.4B)

CVS HEALTH Corp

CVS|126650100

Shares:3.1K

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$1.4B)

ECOLAB INC.

ECL|278865100

Shares:814

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$1.4B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:908

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	9.8K	QoQ NEW(+9.8K) YoY -3.96% (-406)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$1.4B)	QoQ NEW(+$223.2K) YoY -50.62% (-$228.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	890	QoQ NEW(+890) YoY NEW(+890)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$1.4B)	QoQ NEW(+$222.1K) YoY NEW(+$222.1K)
Discover Financial Services(DFScusip254709108)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$1.4B)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
TORO CO(TTCcusip891092108)	3.0K	QoQ +4.12% (-120) YoY +5.32% (-153)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$1.4B)	QoQ -5.38% (-$12.6K) YoY -16.26% (-$43.0K)
LATTICE SEMICONDUCTOR CORP(LSCCcusip518415104)	4.2K	QoQ +7.11% (-280) YoY +49.25% (+1.4K)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$1.4B)	QoQ -0.82% (-$1.8K) YoY +0.07% (+$155)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$1.4B)	QoQ NEW(+$220.7K) YoY NEW(+$220.7K)
(cusip46138J783)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$1.4B)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
MERCADOLIBRE INC(MELIcusip58733R102)	113	QoQ NEW(+113) YoY NEW(+113)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$1.4B)	QoQ NEW(+$220.4K) YoY NEW(+$220.4K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	15.3K	QoQ +5.24% (-760) YoY NEW(+15.3K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$1.4B)	QoQ -15.00% (-$38.8K) YoY NEW(+$219.5K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	3.4K	QoQ +12.49% (-376) YoY +81.74% (+1.5K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$1.4B)	QoQ -18.01% (-$48.1K) YoY +8.44% (+$17.0K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.5K	QoQ NEW(+1.5K) YoY +3.02% (-44)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.4B)	QoQ NEW(+$217.4K) YoY -27.50% (-$82.5K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	629	QoQ NEW(+629) YoY NEW(+629)	All Managers (Combined)	$217.2K	0.0% ($217.2K/$1.4B)	QoQ NEW(+$217.2K) YoY NEW(+$217.2K)
EVERSOURCE ENERGY(EScusip30040W108)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$1.4B)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
(IVWcusip464287309)	2.3K	QoQ +0.04% (-1) YoY NEW(+2.3K)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$1.4B)	QoQ -8.53% (-$19.7K) YoY NEW(+$211.0K)
CME GROUP INC.(CMEcusip12572Q105)	795	QoQ NEW(+795) YoY NEW(+795)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$1.4B)	QoQ NEW(+$210.9K) YoY NEW(+$210.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$1.4B)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
JONES LANG LASALLE INC(JLLcusip48020Q107)	838	QoQ NEW(+838) YoY NEW(+838)	All Managers (Combined)	$207.7K	0.0% ($207.7K/$1.4B)	QoQ NEW(+$207.7K) YoY NEW(+$207.7K)
CVS HEALTH Corp(CVScusip126650100)	3.1K	QoQ NEW(+3.1K) YoY -92.63% (-38.5K)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$1.4B)	QoQ NEW(+$207.2K) YoY -93.74% (-$3.1M)
ECOLAB INC.(ECLcusip278865100)	814	QoQ NEW(+814) YoY NEW(+814)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$1.4B)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	908	QoQ +11.54% (+94) YoY NEW(+908)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$1.4B)	QoQ +2.69% (+$5.4K) YoY NEW(+$206.6K)