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 7 of 19
46138J528
Shares:62.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.4B)
92206C771
Shares:31.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.4B)
464288802
Shares:12.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.4B)
Shares:3.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.4B)
46137V597
Shares:33.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 29.4K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |||
| 3.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |||
| 1.1K | QoQ +5.23% (+54) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
(cusip46138J528)✕ | 62.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
Tesla, Inc.(TSLAcusip88160R101) | 5.7K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
| 3.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
| 13.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
DOCUSIGN, INC.(DOCUcusip256163106) | 17.8K | QoQ +1.16% (-205)YoY +5.82% (+979) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | |
(cusip92206C771)✕ | 31.2K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | ||
(cusip464288802)✕ | 12.1K | QoQ -0.74% (-91)YoY -4.34% (-551) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | |
| 3.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | |||
| 20.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |||
COPART INC(CPRTcusip217204106) | 23.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
BERKLEY W R CORP(WRBcusip084423102) | 18.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
| 19.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |||
| 8.3K | QoQ -3.62% (-314)YoY -0.99% (-84) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
(cusip46137V597)✕ | 33.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |
| 9.5K | QoQ +4.77% (+433)YoY +3.63% (+333) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
| 654 | QoQ +1.08% (+7)YoY +9.54% (+57) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | ||
| 8.7K | QoQ +0.36% (+32)YoY +7.88% (+638) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) |