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 2 of 19

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808524730

Shares:560.4K

Value:$17.3M

% of Portfolio:1.2% ($17.3M/$1.4B)

47103U209

Shares:235.9K

Value:$16.5M

% of Portfolio:1.2% ($16.5M/$1.4B)

46434G103

IEMG|46434G103

Shares:303.2K

Value:$16.4M

% of Portfolio:1.1% ($16.4M/$1.4B)

808524862

Shares:623.2K

Value:$15.2M

% of Portfolio:1.1% ($15.2M/$1.4B)

464285204

Shares:252.9K

Value:$14.9M

% of Portfolio:1.0% ($14.9M/$1.4B)

464288414

MUB|464288414

Shares:136.4K

Value:$14.4M

% of Portfolio:1.0% ($14.4M/$1.4B)

MICROSOFT CORP

MSFT|594918104

Shares:38.2K

Value:$14.3M

% of Portfolio:1.0% ($14.3M/$1.4B)

38747R108

Shares:638.7K

Value:$13.9M

% of Portfolio:1.0% ($13.9M/$1.4B)

808524870

Shares:454.4K

Value:$12.2M

% of Portfolio:0.9% ($12.2M/$1.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.2K

Value:$11.8M

% of Portfolio:0.8% ($11.8M/$1.4B)

46641Q837

Shares:224.9K

Value:$11.4M

% of Portfolio:0.8% ($11.4M/$1.4B)

25434V849

Shares:236.1K

Value:$11.2M

% of Portfolio:0.8% ($11.2M/$1.4B)

46434V878

Shares:219.8K

Value:$11.1M

% of Portfolio:0.8% ($11.1M/$1.4B)

922908363

VOO|922908363

Shares:21.7K

Value:$11.1M

% of Portfolio:0.8% ($11.1M/$1.4B)

26922B667

Shares:306.1K

Value:$9.7M

% of Portfolio:0.7% ($9.7M/$1.4B)

NVIDIA CORP

NVDA|67066G104

Shares:87.3K

Value:$9.5M

% of Portfolio:0.7% ($9.5M/$1.4B)

46641Q332

Shares:160.6K

Value:$9.2M

% of Portfolio:0.6% ($9.2M/$1.4B)

AMAZON COM INC

AMZN|023135106

Shares:47.2K

Value:$9.0M

% of Portfolio:0.6% ($9.0M/$1.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:32.6K

Value:$8.0M

% of Portfolio:0.6% ($8.0M/$1.4B)

46137V613

PRF|46137V613

Shares:186.2K

Value:$7.5M

% of Portfolio:0.5% ($7.5M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524730)✕	560.4K	QoQ +25.38% (+113.5K) YoY +34.43% (+143.6K)	All Managers (Combined)	$17.3M	1.2% ($17.3M/$1.4B)	QoQ +32.93% (+$4.3M) YoY +49.16% (+$5.7M)
(cusip47103U209)✕	235.9K	QoQ +4.19% (-9.5K) YoY +23.21% (+44.4K)	All Managers (Combined)	$16.5M	1.2% ($16.5M/$1.4B)	QoQ -2.80% (-$477.2K) YoY +23.33% (+$3.1M)
(IEMGcusip46434G103)	303.2K	QoQ +28.13% (+66.6K) YoY +36.45% (+81.0K)	All Managers (Combined)	$16.4M	1.1% ($16.4M/$1.4B)	QoQ +32.43% (+$4.0M) YoY +42.72% (+$4.9M)
(cusip808524862)✕	623.2K	QoQ +5.29% (+31.4K) YoY +167.82% (+390.5K)	All Managers (Combined)	$15.2M	1.1% ($15.2M/$1.4B)	QoQ +6.52% (+$928.9K) YoY +35.21% (+$4.0M)
(cusip464285204)✕	252.9K	QoQ +2.82% (+6.9K) YoY +9.47% (+21.9K)	All Managers (Combined)	$14.9M	1.0% ($14.9M/$1.4B)	QoQ +22.44% (+$2.7M) YoY +53.64% (+$5.2M)
(MUBcusip464288414)	136.4K	QoQ +8.00% (+10.1K) YoY +48.48% (+44.5K)	All Managers (Combined)	$14.4M	1.0% ($14.4M/$1.4B)	QoQ +6.88% (+$925.9K) YoY +45.50% (+$4.5M)
MICROSOFT CORP(MSFTcusip594918104)	38.2K	QoQ +1.54% (-580) YoY +13.04% (+4.4K)	All Managers (Combined)	$14.3M	1.0% ($14.3M/$1.4B)	QoQ -9.56% (-$1.5M) YoY +0.86% (+$123.1K)
(cusip38747R108)✕	638.7K	QoQ +12.55% (+71.2K) YoY +35.89% (+168.7K)	All Managers (Combined)	$13.9M	1.0% ($13.9M/$1.4B)	QoQ +22.42% (+$2.5M) YoY +48.40% (+$4.5M)
(cusip808524870)✕	454.4K	QoQ +9.21% (+38.4K) YoY +192.93% (+299.3K)	All Managers (Combined)	$12.2M	0.9% ($12.2M/$1.4B)	QoQ +13.69% (+$1.5M) YoY +51.01% (+$4.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.2K	QoQ +3.23% (+696) YoY +6.61% (+1.4K)	All Managers (Combined)	$11.8M	0.8% ($11.8M/$1.4B)	QoQ +21.29% (+$2.1M) YoY +35.01% (+$3.1M)
(cusip46641Q837)✕	224.9K	QoQ +7.18% (+15.1K) YoY +4.06% (+8.8K)	All Managers (Combined)	$11.4M	0.8% ($11.4M/$1.4B)	QoQ +7.29% (+$774.3K) YoY +4.43% (+$483.6K)
(cusip25434V849)✕	236.1K	QoQ +25.58% (+48.1K) YoY +32.23% (+57.6K)	All Managers (Combined)	$11.2M	0.8% ($11.2M/$1.4B)	QoQ +25.06% (+$2.3M) YoY +30.80% (+$2.6M)
(cusip46434V878)✕	219.8K	QoQ +5.89% (+12.2K) YoY +9.76% (+19.6K)	All Managers (Combined)	$11.1M	0.8% ($11.1M/$1.4B)	QoQ +6.46% (+$676.7K) YoY +10.07% (+$1.0M)
(VOOcusip922908363)	21.7K	QoQ -1.26% (-277) YoY -5.52% (-1.3K)	All Managers (Combined)	$11.1M	0.8% ($11.1M/$1.4B)	QoQ -5.82% (-$688.7K) YoY +0.99% (-$109.7K)
(cusip26922B667)✕	306.1K	QoQ +5.74% (-16.6K) YoY NEW(+306.1K)	All Managers (Combined)	$9.7M	0.7% ($9.7M/$1.4B)	QoQ -4.56% (-$462.2K) YoY NEW(+$9.7M)
NVIDIA CORP(NVDAcusip67066G104)	87.3K	QoQ +26.69% (+18.4K) YoY +1393.00% (+81.5K)	All Managers (Combined)	$9.5M	0.7% ($9.5M/$1.4B)	QoQ +2.25% (+$208.9K) YoY +79.09% (+$4.2M)
(cusip46641Q332)✕	160.6K	QoQ +10.24% (+14.9K) YoY +40.71% (+46.5K)	All Managers (Combined)	$9.2M	0.6% ($9.2M/$1.4B)	QoQ +8.80% (+$742.5K) YoY +38.96% (+$2.6M)
AMAZON COM INC(AMZNcusip023135106)	47.2K	QoQ +5.28% (-2.4K) YoY +19.14% (+7.6K)	All Managers (Combined)	$9.0M	0.6% ($9.0M/$1.4B)	QoQ -8.69% (-$854.3K) YoY +25.60% (+$1.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	32.6K	QoQ -0.47% (-156) YoY +11.19% (+3.3K)	All Managers (Combined)	$8.0M	0.6% ($8.0M/$1.4B)	QoQ +1.84% (-$144.8K) YoY +36.18% (+$2.1M)
(PRFcusip46137V613)	186.2K	QoQ 0.00% (+0) YoY -1.67% (-3.2K)	All Managers (Combined)	$7.5M	0.5% ($7.5M/$1.4B)	QoQ +0.17% (+$13.0K) YoY +3.28% (-$239.1K)