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 • $1,433,527.065K total value

370 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 5 of 19

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STRYKER CORP

SYK|863667101

Shares:9.2K

Value:$3.4M

PEPSICO INC

PEP|713448108

Shares:21.5K

Value:$3.2M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:51.2K

Value:$3.1M

AbbVie Inc.

ABBV|00287Y109

Shares:14.5K

Value:$3.0M

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:17.2K

Value:$3.0M

Marathon Petroleum Corp

MPC|56585A102

Shares:20.6K

Value:$3.0M

DANAHER CORP /DE/

DHR|235851102

Shares:14.0K

Value:$2.9M

S&P Global Inc.

SPGI|78409V104

Shares:5.6K

Value:$2.9M

LOWES COMPANIES INC

LOW|548661107

Shares:12.1K

Value:$2.8M

PFIZER INC

PFE|717081103

Shares:111.3K

Value:$2.8M

Medtronic plc

MDT|G5960L103

Shares:31.1K

Value:$2.8M

EOG RESOURCES INC

EOG|26875P101

Shares:21.9K

Value:$2.8M

Palo Alto Networks Inc

PANW|697435105

Shares:15.8K

Value:$2.7M

Walt Disney Co

DIS|254687106

Shares:26.1K

Value:$2.6M

SCHWAB CHARLES CORP

SCHW|808513105

Shares:32.5K

Value:$2.5M

ELECTRONIC ARTS INC.

EA|285512109

Shares:16.7K

Value:$2.4M

Salesforce, Inc.

CRM|79466L302

Shares:8.5K

Value:$2.3M

78463X509

Shares:58.1K

Value:$2.3M

US BANCORP \DE\

USB|902973304

Shares:52.9K

Value:$2.3M

00162Q452

Shares:43.5K

Value:$2.3M

Instrument	Shares		Other Manager	Value
STRYKER CORP(SYKcusip863667101)	9.2K	QoQ +0.33% (+31) YoY +1.11% (+102)	All Managers (Combined)	$3.4M	QoQ +3.72% (+$123.8K) YoY +5.18% (+$169.6K)
PEPSICO INC(PEPcusip713448108)	21.5K	QoQ +1.75% (-370) YoY +6.88% (-1.4K)	All Managers (Combined)	$3.2M	QoQ -0.38% (-$12.5K) YoY -8.96% (-$317.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	51.2K	QoQ +3.38% (+1.7K) YoY +4.35% (+2.1K)	All Managers (Combined)	$3.1M	QoQ +11.47% (+$321.7K) YoY +17.36% (+$462.4K)
AbbVie Inc.(ABBVcusip00287Y109)	14.5K	QoQ +1.04% (+150) YoY +9.71% (+1.3K)	All Managers (Combined)	$3.0M	QoQ +19.13% (+$489.2K) YoY +26.23% (+$633.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	17.2K	QoQ +1.60% (-273) YoY +1.48% (+252)	All Managers (Combined)	$3.0M	QoQ -7.38% (-$241.8K) YoY +10.38% (+$285.0K)
Marathon Petroleum Corp(MPCcusip56585A102)	20.6K	QoQ +0.91% (+187) YoY +0.85% (-174)	All Managers (Combined)	$3.0M	QoQ +5.39% (+$153.5K) YoY -27.08% (-$1.1M)
DANAHER CORP /DE/(DHRcusip235851102)	14.0K	QoQ +2.50% (-342) YoY +6.45% (-849)	All Managers (Combined)	$2.9M	QoQ -8.42% (-$264.3K) YoY -12.56% (-$412.9K)
S&P Global Inc.(SPGIcusip78409V104)	5.6K	QoQ +1.32% (+74) YoY +15.13% (+742)	All Managers (Combined)	$2.9M	QoQ +3.37% (+$93.7K) YoY +37.50% (+$782.2K)
LOWES COMPANIES INC(LOWcusip548661107)	12.1K	QoQ +1.40% (-168) YoY +6.49% (-741)	All Managers (Combined)	$2.8M	QoQ -4.17% (-$123.3K) YoY -2.48% (-$72.3K)
PFIZER INC(PFEcusip717081103)	111.3K	QoQ +0.67% (-751) YoY +9.22% (-9.4K)	All Managers (Combined)	$2.8M	QoQ -3.83% (-$112.5K) YoY -0.27% (-$7.8K)
Medtronic plc(MDTcusipG5960L103)	31.1K	QoQ +6.26% (+1.8K) YoY +5.07% (+1.5K)	All Managers (Combined)	$2.8M	QoQ +19.21% (+$453.6K) YoY +8.36% (+$217.2K)
EOG RESOURCES INC(EOGcusip26875P101)	21.9K	QoQ +3.22% (+685) YoY +9.36% (+1.9K)	All Managers (Combined)	$2.8M	QoQ +7.99% (+$207.9K) YoY +9.71% (+$248.6K)
Palo Alto Networks Inc(PANWcusip697435105)	15.8K	QoQ +0.95% (-150) YoY +144.47% (+9.3K)	All Managers (Combined)	$2.7M	QoQ -5.32% (-$151.3K) YoY +46.82% (+$858.5K)
Walt Disney Co(DIScusip254687106)	26.1K	QoQ +0.43% (-113) YoY -1.29% (-342)	All Managers (Combined)	$2.6M	QoQ -11.36% (-$330.7K) YoY -20.37% (-$659.8K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	32.5K	QoQ +0.02% (+7) YoY +0.73% (+236)	All Managers (Combined)	$2.5M	QoQ +5.79% (+$139.2K) YoY +9.00% (+$210.0K)
ELECTRONIC ARTS INC.(EAcusip285512109)	16.7K	QoQ +4.43% (+708) YoY +13.70% (+2.0K)	All Managers (Combined)	$2.4M	QoQ +3.16% (+$73.9K) YoY +23.85% (+$464.3K)
Salesforce, Inc.(CRMcusip79466L302)	8.5K	QoQ +7.14% (-569) YoY +164.35% (+5.3K)	All Managers (Combined)	$2.3M	QoQ -14.09% (-$375.5K) YoY +135.23% (+$1.3M)
(cusip78463X509)✕	58.1K	QoQ +7.47% (+4.0K) YoY +10.11% (+5.3K)	All Managers (Combined)	$2.3M	QoQ +10.27% (+$213.1K) YoY +19.79% (+$377.9K)
US BANCORP \DE\(USBcusip902973304)	52.9K	QoQ -1.44% (-773) YoY -22.59% (-15.4K)	All Managers (Combined)	$2.3M	QoQ -12.88% (-$334.0K) YoY -26.82% (-$828.4K)
(cusip00162Q452)✕	43.5K	QoQ +0.10% (+45) YoY +0.43% (+187)	All Managers (Combined)	$2.3M	QoQ +7.96% (+$166.5K) YoY +9.91% (+$203.7K)