Resonant Capital Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 370Value: $1.4BLatest: 2025Q1

Resonant Capital Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 370 holdings worth $1.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 19

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464287200

IVV|464287200

Shares:149.2K

Value:$83.9M

% of Portfolio:5.8% ($83.9M/$1.4B)

46641Q654

Shares:1.3M

Value:$65.1M

% of Portfolio:4.5% ($65.1M/$1.4B)

46431W838

Shares:1.2M

Value:$61.9M

% of Portfolio:4.3% ($61.9M/$1.4B)

46436E718

Shares:550.3K

Value:$55.4M

% of Portfolio:3.9% ($55.4M/$1.4B)

808524854

Shares:2.2M

Value:$54.2M

% of Portfolio:3.8% ($54.2M/$1.4B)

26922A321

Shares:932.2K

Value:$50.6M

% of Portfolio:3.5% ($50.6M/$1.4B)

921908844

VIG|921908844

Shares:260.3K

Value:$50.5M

% of Portfolio:3.5% ($50.5M/$1.4B)

92206C409

Shares:593.7K

Value:$46.9M

% of Portfolio:3.3% ($46.9M/$1.4B)

464287507

IJH|464287507

Shares:689.0K

Value:$40.2M

% of Portfolio:2.8% ($40.2M/$1.4B)

808524771

FNDX|808524771

Shares:1.3M

Value:$29.8M

% of Portfolio:2.1% ($29.8M/$1.4B)

46432F842

IEFA|46432F842

Shares:349.5K

Value:$26.4M

% of Portfolio:1.8% ($26.4M/$1.4B)

464287804

IJR|464287804

Shares:248.2K

Value:$26.0M

% of Portfolio:1.8% ($26.0M/$1.4B)

922907746

VTEB|922907746

Shares:514.1K

Value:$25.5M

% of Portfolio:1.8% ($25.5M/$1.4B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:44.8K

Value:$25.1M

% of Portfolio:1.8% ($25.1M/$1.4B)

808524755

FNDF|808524755

Shares:670.0K

Value:$24.2M

% of Portfolio:1.7% ($24.2M/$1.4B)

808524763

FNDA|808524763

Shares:879.4K

Value:$24.1M

% of Portfolio:1.7% ($24.1M/$1.4B)

921946810

VIGI|921946810

Shares:235.2K

Value:$19.5M

% of Portfolio:1.4% ($19.5M/$1.4B)

81369Y506

Shares:201.8K

Value:$18.9M

% of Portfolio:1.3% ($18.9M/$1.4B)

Apple Inc.

AAPL|037833100

Shares:82.1K

Value:$18.2M

% of Portfolio:1.3% ($18.2M/$1.4B)

46138G672

Shares:162.5K

Value:$17.5M

% of Portfolio:1.2% ($17.5M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	149.2K	QoQ +4.14% (-5.9K) YoY +16.86% (+21.5K)	All Managers (Combined)	$83.9M	5.8% ($83.9M/$1.4B)	QoQ -0.59% (-$500.0K) YoY +24.89% (+$16.7M)
(cusip46641Q654)✕	1.3M	QoQ +9.23% (+108.2K) YoY +75.51% (+550.6K)	All Managers (Combined)	$65.1M	4.5% ($65.1M/$1.4B)	QoQ +9.34% (+$5.6M) YoY +75.89% (+$28.1M)
(cusip46431W838)✕	1.2M	QoQ +17.14% (+180.3K) YoY +77.79% (+539.2K)	All Managers (Combined)	$61.9M	4.3% ($61.9M/$1.4B)	QoQ +17.82% (+$9.4M) YoY +78.21% (+$27.2M)
(cusip46436E718)✕	550.3K	QoQ -22.35% (-158.4K) YoY -13.85% (-88.5K)	All Managers (Combined)	$55.4M	3.9% ($55.4M/$1.4B)	QoQ -22.08% (-$15.7M) YoY -13.89% (-$8.9M)
(cusip808524854)✕	2.2M	QoQ +8.14% (+164.2K) YoY +218.87% (+1.5M)	All Managers (Combined)	$54.2M	3.8% ($54.2M/$1.4B)	QoQ +10.67% (+$5.2M) YoY +61.61% (+$20.7M)
(cusip26922A321)✕	932.2K	QoQ +4.74% (+42.2K) YoY +13.46% (+110.6K)	All Managers (Combined)	$50.6M	3.5% ($50.6M/$1.4B)	QoQ +3.44% (+$1.7M) YoY +14.15% (+$6.3M)
(VIGcusip921908844)	260.3K	QoQ +2.93% (+7.4K) YoY +12.06% (+28.0K)	All Managers (Combined)	$50.5M	3.5% ($50.5M/$1.4B)	QoQ +1.96% (+$974.6K) YoY +19.05% (+$8.1M)
(cusip92206C409)✕	593.7K	QoQ +4.86% (+27.6K) YoY +34.76% (+153.2K)	All Managers (Combined)	$46.9M	3.3% ($46.9M/$1.4B)	QoQ +6.11% (+$2.7M) YoY +37.61% (+$12.8M)
(IJHcusip464287507)	689.0K	QoQ +3.53% (-23.5K) YoY +17.96% (+104.9K)	All Managers (Combined)	$40.2M	2.8% ($40.2M/$1.4B)	QoQ -3.04% (-$1.3M) YoY +13.31% (+$4.7M)
(FNDXcusip808524771)	1.3M	QoQ +3.88% (+47.1K) YoY +235.59% (+885.0K)	All Managers (Combined)	$29.8M	2.1% ($29.8M/$1.4B)	QoQ +3.57% (+$1.0M) YoY +17.57% (+$4.4M)
(IEFAcusip46432F842)	349.5K	QoQ +31.48% (+83.7K) YoY +47.62% (+112.8K)	All Managers (Combined)	$26.4M	1.8% ($26.4M/$1.4B)	QoQ +41.52% (+$7.8M) YoY +50.47% (+$8.9M)
(IJRcusip464287804)	248.2K	QoQ +2.67% (-6.5K) YoY +12.87% (+28.3K)	All Managers (Combined)	$26.0M	1.8% ($26.0M/$1.4B)	QoQ -6.81% (-$1.9M) YoY +6.80% (+$1.7M)
(VTEBcusip922907746)	514.1K	QoQ +15.07% (+67.4K) YoY +55.73% (+184.0K)	All Managers (Combined)	$25.5M	1.8% ($25.5M/$1.4B)	QoQ +13.90% (+$3.1M) YoY +52.72% (+$8.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	44.8K	QoQ -0.82% (-373) YoY -1.73% (-791)	All Managers (Combined)	$25.1M	1.8% ($25.1M/$1.4B)	QoQ -5.37% (-$1.4M) YoY +5.08% (-$1.2M)
(FNDFcusip808524755)	670.0K	QoQ +28.04% (+146.7K) YoY +33.80% (+169.3K)	All Managers (Combined)	$24.2M	1.7% ($24.2M/$1.4B)	QoQ +39.34% (+$6.8M) YoY +35.79% (+$6.4M)
(FNDAcusip808524763)	879.4K	QoQ +2.19% (-18.9K) YoY +122.12% (+483.5K)	All Managers (Combined)	$24.1M	1.7% ($24.1M/$1.4B)	QoQ -5.75% (-$1.5M) YoY +6.68% (+$1.5M)
(VIGIcusip921946810)	235.2K	QoQ +40.89% (+68.3K) YoY +58.59% (+86.9K)	All Managers (Combined)	$19.5M	1.4% ($19.5M/$1.4B)	QoQ +46.09% (+$6.2M) YoY +61.34% (+$7.4M)
(cusip81369Y506)✕	201.8K	QoQ +4.25% (+8.2K) YoY +16.47% (+28.5K)	All Managers (Combined)	$18.9M	1.3% ($18.9M/$1.4B)	QoQ +13.74% (+$2.3M) YoY +15.29% (+$2.5M)
Apple Inc.(AAPLcusip037833100)	82.1K	QoQ +2.68% (-2.2K) YoY +9.96% (+7.4K)	All Managers (Combined)	$18.2M	1.3% ($18.2M/$1.4B)	QoQ -8.91% (-$1.8M) YoY +42.44% (+$5.4M)
(cusip46138G672)✕	162.5K	QoQ +5.06% (-7.8K) YoY +19.34% (+26.4K)	All Managers (Combined)	$17.5M	1.2% ($17.5M/$1.4B)	QoQ -2.48% (-$447.2K) YoY +11.86% (+$1.9M)