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:

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MICROSTRATEGY Inc

MSTR|594972408

Shares:711

Value:$205.0K

% of Portfolio:0.0% ($205.0K/$1.4B)

Western Midstream Partners, LP

WES|958669103

Shares:5.0K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$1.4B)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:2.4K

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$1.4B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:839

Value:$203.2K

% of Portfolio:0.0% ($203.2K/$1.4B)

HUBSPOT INC

HUBS|443573100

Shares:355

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$1.4B)

CROWN CASTLE INC.

CCI|22822V101

Shares:1.9K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$1.4B)

FORD MOTOR CO

F|345370860

Shares:20.0K

Value:$200.4K

% of Portfolio:0.0% ($200.4K/$1.4B)

Under Armour, Inc.

UA|904311206

Shares:27.3K

Value:$162.6K

% of Portfolio:0.0% ($162.6K/$1.4B)

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO|33848E106

Shares:10.0K

Value:$92.2K

% of Portfolio:0.0% ($92.2K/$1.4B)

JETBLUE AIRWAYS CORP

JBLU|477143101

Shares:10.3K

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSTRATEGY Inc(MSTRcusip594972408)	711	QoQ NEW(+711) YoY NEW(+711)	All Managers (Combined)	$205.0K	0.0% ($205.0K/$1.4B)	QoQ NEW(+$205.0K) YoY NEW(+$205.0K)
Western Midstream Partners, LP(WEScusip958669103)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$1.4B)	QoQ NEW(+$204.8K) YoY NEW(+$204.8K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$204.7K	0.0% ($204.7K/$1.4B)	QoQ NEW(+$204.7K) YoY NEW(+$204.7K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	839	QoQ NEW(+839) YoY NEW(+839)	All Managers (Combined)	$203.2K	0.0% ($203.2K/$1.4B)	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)
HUBSPOT INC(HUBScusip443573100)	355	QoQ +1.13% (-4) YoY NEW(+355)	All Managers (Combined)	$202.8K	0.0% ($202.8K/$1.4B)	QoQ -17.07% (-$41.8K) YoY NEW(+$202.8K)
CROWN CASTLE INC.(CCIcusip22822V101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$1.4B)	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
FORD MOTOR CO(Fcusip345370860)	20.0K	QoQ +46.38% (+6.3K) YoY +52.86% (+6.9K)	All Managers (Combined)	$200.4K	0.0% ($200.4K/$1.4B)	QoQ +48.30% (+$65.3K) YoY +15.45% (+$26.8K)
Under Armour, Inc.(UAcusip904311206)	27.3K	QoQ +1.48% (-401) YoY +23.51% (+5.2K)	All Managers (Combined)	$162.6K	0.0% ($162.6K/$1.4B)	QoQ -19.05% (-$38.3K) YoY +2.92% (+$4.6K)
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC(PFOcusip33848E106)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$92.2K	0.0% ($92.2K/$1.4B)	QoQ +2.33% (+$2.1K) YoY +9.24% (+$7.8K)
JETBLUE AIRWAYS CORP(JBLUcusip477143101)	10.3K	QoQ +1.76% (-179) YoY +2.80% (-281)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$1.4B)	QoQ -37.59% (-$29.9K) YoY -33.21% (-$24.7K)