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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Resonant-Capital-Advisors
Data Enrichment
83% identified306 identified64 unidentified
Holdings
370 positions • $1.4B total value
Manager:
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Page 6 of 19
464288661
Shares:18.3K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.4B)
25434V500
Shares:34.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.4B)
808524789
Shares:88.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.4B)
46138J510
Shares:67.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.4B)
97717X131
Shares:44.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 22.4K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | |||
| 26.0K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | |||
(cusip464288661)✕ | 18.3K | QoQ +0.29% (+54)YoY +0.29% (+54) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | |
| 57.2K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |||
| 18.9K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |||
| 9.2K | QoQ -2.86% (-270)YoY -1.30% (-121) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | ||
(cusip25434V500)✕ | 34.9K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | ||
NETFLIX INC(NFLXcusip64110L106) | 2.2K | QoQ +2.76% (+59) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |
(cusip808524789)✕ | 88.5K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | ||
| 31.0K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |||
HOME DEPOT, INC.(HDcusip437076102) | 5.3K | QoQ -0.85% (-46)YoY +0.33% (-18) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |
| 4.0K | QoQ 0.00% (-0)YoY +0.25% (+10) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | ||
| 63.4K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | |||
| 13.7K | QoQ +1.13% (+154)YoY +6.53% (+839) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | ||
| 22.0K | QoQ 0.00% (+0)YoY -1.46% (-328) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | ||
ADOBE INC.(ADBEcusip00724F101) | 4.5K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | ||
J M SMUCKER Co(SJMcusip832696405) | 14.3K | QoQ +7.12% (+952)YoY -0.04% (-7) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | |
| 55.1K | QoQ 0.00% (+0)YoY +1.23% (+670) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
(cusip46138J510)✕ | 67.5K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
(cusip97717X131)✕ | 44.6K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) |