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 3 of 19

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Alphabet Inc.

GOOG|02079K107

Shares:47.1K

Value:$7.4M

% of Portfolio:0.5% ($7.4M/$1.4B)

46138G698

Shares:74.0K

Value:$7.4M

% of Portfolio:0.5% ($7.4M/$1.4B)

46137V308

Shares:64.0K

Value:$7.2M

% of Portfolio:0.5% ($7.2M/$1.4B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:25.2K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.4B)

VISA INC.

V|92826C839

Shares:20.3K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.4B)

46435G326

Shares:103.1K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.4B)

Meta Platforms, Inc.

META|30303M102

Shares:10.9K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.4B)

464288646

Shares:118.8K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.4B)

EXXON MOBIL CORP

XOM|30231G102

Shares:51.9K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.4B)

MCKESSON CORP

MCK|58155Q103

Shares:8.9K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.4B)

CHEVRON CORP

CVX|166764100

Shares:35.8K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.4B)

92206C706

VGIT|92206C706

Shares:91.6K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.4B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:9.7K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

Broadcom Inc.

AVGO|11135F101

Shares:30.6K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

003261104

Shares:238.0K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

AUTOZONE INC

AZO|053332102

Shares:1.3K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.4K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:31.6K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.4B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:28.7K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.4B)

922908769

VTI|922908769

Shares:17.2K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	47.1K	QoQ -0.68% (-327) YoY +0.38% (+179)	All Managers (Combined)	$7.4M	0.5% ($7.4M/$1.4B)	QoQ -18.52% (-$1.7M) YoY +2.99% (+$214.4K)
(cusip46138G698)✕	74.0K	QoQ 0.00% (+0) YoY -0.27% (-207)	All Managers (Combined)	$7.4M	0.5% ($7.4M/$1.4B)	QoQ +1.45% (+$105.1K) YoY +5.68% (-$395.9K)
(cusip46137V308)✕	64.0K	QoQ -0.19% (-124) YoY -0.19% (-124)	All Managers (Combined)	$7.2M	0.5% ($7.2M/$1.4B)	QoQ -2.33% (-$171.9K) YoY +3.89% (-$270.2K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	25.2K	QoQ +0.40% (+102) YoY +1.11% (+277)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.4B)	QoQ +18.59% (+$1.1M) YoY +38.35% (+$2.0M)
VISA INC.(Vcusip92826C839)	20.3K	QoQ +1.59% (+320) YoY +8.22% (+1.5K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.4B)	QoQ +12.66% (+$800.9K) YoY +35.90% (+$1.9M)
(cusip46435G326)✕	103.1K	QoQ +12.71% (+11.6K) YoY +22.51% (+19.0K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.4B)	QoQ +20.44% (+$1.2M) YoY +25.73% (+$1.5M)
Meta Platforms, Inc.(METAcusip30303M102)	10.9K	QoQ +5.75% (+595) YoY +35.24% (+2.9K)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.4B)	QoQ +4.10% (+$248.3K) YoY +60.53% (+$2.4M)
(cusip464288646)✕	118.8K	QoQ +3.27% (+3.8K) YoY +7.26% (+8.0K)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.4B)	QoQ +4.61% (+$274.3K) YoY +9.54% (+$542.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	51.9K	QoQ +7.29% (+3.5K) YoY +15.64% (+7.0K)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.4B)	QoQ +18.62% (+$968.5K) YoY +18.35% (+$956.6K)
MCKESSON CORP(MCKcusip58155Q103)	8.9K	QoQ +3.62% (+312) YoY +5.00% (+425)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.4B)	QoQ +22.35% (+$1.1M) YoY +31.62% (+$1.4M)
CHEVRON CORP(CVXcusip166764100)	35.8K	QoQ +4.68% (+1.6K) YoY +10.33% (+3.4K)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.4B)	QoQ +20.90% (+$1.0M) YoY +17.01% (+$871.7K)
(VGITcusip92206C706)	91.6K	QoQ +1.32% (+1.2K) YoY +12.69% (+10.3K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.4B)	QoQ +3.77% (+$198.0K) YoY +14.32% (+$682.0K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	9.7K	QoQ 0.00% (-0) YoY -0.40% (-40)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ -6.45% (-$358.4K) YoY -4.45% (-$242.2K)
Broadcom Inc.(AVGOcusip11135F101)	30.6K	QoQ -1.27% (-396) YoY +1027.97% (+27.9K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ -28.70% (-$2.1M) YoY +42.48% (+$1.5M)
(cusip003261104)✕	238.0K	QoQ -3.94% (-9.8K) YoY +27.86% (+51.9K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ +4.37% (-$213.9K) YoY +38.79% (+$1.4M)
AUTOZONE INC(AZOcusip053332102)	1.3K	QoQ +1.06% (+14) YoY -0.52% (-7)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ +20.33% (+$859.0K) YoY +20.34% (-$859.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.4K	QoQ -2.74% (-151) YoY -2.47% (-136)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ +0.39% (-$19.8K) YoY +25.89% (-$1.0M)
Alphabet Inc.(GOOGLcusip02079K305)	31.6K	QoQ +4.64% (-1.4K) YoY +34.32% (+8.1K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.4B)	QoQ -14.51% (-$830.7K) YoY +37.62% (+$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	28.7K	QoQ +9.00% (+2.4K) YoY +8.87% (+2.3K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.4B)	QoQ +24.99% (+$950.2K) YoY +14.13% (+$588.4K)
(VTIcusip922908769)	17.2K	QoQ -2.75% (-488) YoY +4.12% (+682)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.4B)	QoQ -7.77% (-$398.9K) YoY +10.11% (+$434.4K)