HoldingsChannel.com
All Stocks Held By Resonant Capital Advisors LLC
As of  12/31/2023, we find all stocks held by Resonant Capital Advisors LLC to be as follows, presented in the table below with each row detailing each Resonant Capital Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Resonant Capital Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Resonant Capital Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 123,914 +4,624 $59,185
     IVV123,914+4,624$59,185
ISHARES TR (SGOV) 585,732 +47,410 $58,731
     SGOV585,732+47,410$58,731
ETF SER SOLUTIONS (DSTL) 801,847 +22,063 $39,587
     DSTL801,847+22,063$39,587
VANGUARD SPECIALIZED FUNDS (VIG) 226,173 +1,960 $38,540
     VIG226,173+1,960$38,540
J P MORGAN EXCHANGE TRADED F (JMST) 678,912 +23,850 $34,542
     JMST678,912+23,850$34,542
ISHARES U S ETF TR (MEAR) 642,178 +68,564 $32,102
     MEAR642,178+68,564$32,102
VANGUARD SCOTTSDALE FDS (VCSH) 414,705 +28,509 $32,086
     VCSH414,705+28,509$32,086
ISHARES TR (IJH) 112,189 +5,999 $31,093
     IJH112,189+5,999$31,093
SCHWAB STRATEGIC TR 624,151 +50,112 $31,033
     SCHR624,151+50,112$31,033
ISHARES TR (IJR) 210,859 +5,225 $22,825
     IJR210,859+5,225$22,825
SCHWAB STRATEGIC TR 365,229 +5,691 $22,622
     FNDX365,229+5,691$22,622
SPDR S&P 500 ETF TR (SPY) 45,570 -1,338 $21,749
     SPY45,570-1,338$21,749
SCHWAB STRATEGIC TR 380,206 -22,595 $21,044
     FNDA380,206-22,595$21,044
SCHWAB STRATEGIC TR 493,096 +4,049 $16,632
     FNDF493,096+4,049$16,632
ISHARES TR (IEFA) 228,009 +460 $16,040
     IEFA228,009+460$16,040
VANGUARD MUN BD FDS (VTEB) 294,821 -53,378 $15,051
     VTEB294,821-53,378$15,051
SELECT SECTOR SPDR TR (XLE) 165,770 -1,409 $13,898
     XLE165,770-1,409$13,898
APPLE INC 71,845 -1,503 $13,832
     AAPL71,845-1,503$13,832
INVESCO EXCH TRADED FD TR II (RWK) 129,883 +6,443 $13,642
     RWK129,883+6,443$13,642
JANUS DETROIT STR TR 182,752 +11,556 $12,014
     JSMD182,752+11,556$12,014
VANGUARD WHITEHALL FDS (VIGI) 143,339 -5,614 $11,373
     VIGI143,339-5,614$11,373
SCHWAB STRATEGIC TR 405,799 +6,022 $11,013
     FNDE405,799+6,022$11,013
MICROSOFT CORP 28,999 -541 $10,905
     MSFT28,999-541$10,905
ISHARES INC (IEMG) 213,290 +5,886 $10,788
     IEMG213,290+5,886$10,788
SPDR SER TR (SLYV) 121,726 +2,404 $10,141
     SLYV121,726+2,404$10,141
VANGUARD INDEX FDS (VOO) 23,024 +2,629 $10,057
     VOO23,024+2,629$10,057
ISHARES GOLD TR (IAU) 230,631 -120,787 $9,002
     IAU230,631-120,787$9,002
ISHARES TR (MUB) 82,901 -16,308 $8,987
     MUB82,901-16,308$8,987
SCHWAB STRATEGIC TR 185,375 +52,218 $8,981
     SCHO185,375+52,218$8,981
J P MORGAN EXCHANGE TRADED F (JPST) 175,051 -7,650 $8,834
     JPST175,051-7,650$8,834
DIMENSIONAL ETF TRUST (DFNM) 178,573 +31,155 $8,663
     DFNM178,573+31,155$8,663
GRANITESHARES ETF TR (COMB) 437,243 +252,146 $8,496
     COMB437,243+252,146$8,496
ISHARES TR (ICSH) 159,360 -7,861 $8,025
     ICSH159,360-7,861$8,025
SCHWAB STRATEGIC TR 145,626 +6,026 $7,602
     SCHP145,626+6,026$7,602
BERKSHIRE HATHAWAY INC DEL      $7,215
     BRK.B20,229-1,222$7,215
INVESCO EXCHANGE TRADED FD T (PRF) 190,434 -31 $6,703
     PRF190,434-31$6,703
INVESCO EXCH TRADED FD TR II (RWL) 74,227 -427 $6,335
     RWL74,227-427$6,335
INVESCO EXCHANGE TRADED FD T (PKW) 63,892 UNCH $6,327
     PKW63,892UNCH$6,327
ALPHABET INC 43,496 -1,475 $6,130
     GOOG43,496-1,475$6,130
J P MORGAN EXCHANGE TRADED F (JEPI) 104,931 +104,931 $5,813
     JEPI104,931+104,931$5,813
VANGUARD WHITEHALL FDS (VYM) 50,510 UNCH $5,638
     VYM50,510UNCH$5,638
ISHARES TR (IGSB) 107,711 +7,646 $5,523
     IGSB107,711+7,646$5,523
ISHARES TR (IDEV) 84,667 +10,421 $5,390
     IDEV84,667+10,421$5,390
SPDR S&P MIDCAP 400 ETF TR (MDY) 9,740 -12 $4,960
     MDY9,740-12$4,960
AMAZON COM INC 32,154 +1,826 $4,885
     AMZN32,154+1,826$4,885
VANGUARD SCOTTSDALE FDS (VGIT) 81,592 +10,193 $4,840
     VGIT81,592+10,193$4,840
CHEVRON CORP NEW 31,957 -1,677 $4,767
     CVX31,957-1,677$4,767
JPMORGAN CHASE & CO 27,790 -1,768 $4,727
     JPM27,790-1,768$4,727
EXXON MOBIL CORP 43,320 +553 $4,331
     XOM43,320+553$4,331
SPDR SER TR (SPMD) 86,406 -1,146 $4,210
     SPMD86,406-1,146$4,210
ACCENTURE PLC IRELAND 11,970 -1,323 $4,200
     ACN11,970-1,323$4,200
INVESCO EXCH TRD SLF IDX FD 197,780 -12,688 $4,131
     BSCO197,780-12,688$4,131
VISA INC 15,858 -1,413 $4,129
     V15,858-1,413$4,129
PROGRESSIVE CORP 24,881 -910 $3,963
     PGR24,881-910$3,963
SPDR SER TR (SPSM) 92,961 +5,916 $3,921
     SPSM92,961+5,916$3,921
JOHNSON & JOHNSON 24,999 -1,789 $3,918
     JNJ24,999-1,789$3,918
VANGUARD INDEX FDS (VTI) 16,504 UNCH $3,915
     VTI16,504UNCH$3,915
MCKESSON CORP 8,437 -535 $3,911
     MCK8,437-535$3,911
J P MORGAN EXCHANGE TRADED F (JMUB) 75,720 +10,351 $3,864
     JMUB75,720+10,351$3,864
QUALCOMM INC 25,757 +53 $3,725
     QCOM25,757+53$3,725
ANALOG DEVICES INC 18,372 +10 $3,648
     ADI18,372+10$3,648
COSTCO WHSL CORP NEW 5,359 -645 $3,618
     COST5,359-645$3,618
ABRDN ETFS (BCI) 177,818 +79,453 $3,443
     BCI177,818+79,453$3,443
AUTOZONE INC 1,308 -283 $3,382
     AZO1,308-283$3,382
PEPSICO INC 19,565 -529 $3,343
     PEP19,565-529$3,343
AMGEN INC 11,573 -1,073 $3,333
     AMGN11,573-1,073$3,333
MCDONALDS CORP 11,057 -613 $3,279
     MCD11,057-613$3,279
CVS HEALTH CORP 41,161 -1,162 $3,250
     CVS41,161-1,162$3,250
AMERICAN EXPRESS CO 16,760 -1,260 $3,140
     AXP16,760-1,260$3,140
VANGUARD ADMIRAL FDS INC (VIOV) 35,373 +2,370 $3,131
     VIOV35,373+2,370$3,131
AUTOMATIC DATA PROCESSING IN 12,990 -1,124 $3,042
     ADP12,990-1,124$3,042
DANAHER CORPORATION 12,902 +319 $2,988
     DHR12,902+319$2,988
PROCTER AND GAMBLE CO 20,338 -567 $2,980
     PG20,338-567$2,980
US BANCORP DEL 67,872 +56,444 $2,971
     USB67,872+56,444$2,971
MARATHON PETE CORP 19,823 -5,407 $2,941
     MPC19,823-5,407$2,941
CISCO SYS INC 56,507 -3,749 $2,855
     CSCO56,507-3,749$2,855
BROADCOM INC 2,530 +1,088 $2,824
     AVGO2,530+1,088$2,824
PFIZER INC 97,898 +9,762 $2,818
     PFE97,898+9,762$2,818
STRYKER CORPORATION 9,018 -1,110 $2,708
     SYK9,018-1,110$2,708
ELI LILLY & CO 4,612 -256 $2,688
     LLY4,612-256$2,688
PNC FINL SVCS GROUP INC 16,653 -2,246 $2,579
     PNC16,653-2,246$2,579
BRISTOL MYERS SQUIBB CO 50,023 +6,863 $2,567
     BMY50,023+6,863$2,567
ORACLE CORP 24,044 +1,335 $2,535
     ORCL24,044+1,335$2,535
ALPHABET INC 17,952 +1,040 $2,508
     GOOGL17,952+1,040$2,508
INVESCO EXCH TRD SLF IDX FD 98,067 -5,118 $2,443
     BSMO98,067-5,118$2,443
MEDTRONIC PLC 28,852 -117 $2,397
     MDT28,852-117$2,397
KROGER CO 52,232 -7,535 $2,388
     KR52,232-7,535$2,388
EOG RES INC 19,476 -2,607 $2,356
     EOG19,476-2,607$2,356
LOWES COS INC 10,324 -453 $2,298
     LOW10,324-453$2,298
EBAY INC. 51,839 -2,049 $2,261
     EBAY51,839-2,049$2,261
BECTON DICKINSON & CO 9,043 -1,179 $2,205
     BDX9,043-1,179$2,205
DOLLAR GEN CORP NEW 16,027 +2,231 $2,179
     DG16,027+2,231$2,179
SCHWAB CHARLES CORP 31,659 -914 $2,178
     SCHW31,659-914$2,178
INVESCO EXCH TRD SLF IDX FD 90,020 UNCH $2,138
     BSMQ90,020UNCH$2,138
ISHARES TR (IEI) 18,225 +18,225 $2,135
     IEI18,225+18,225$2,135
S&P GLOBAL INC 4,776 +1,538 $2,104
     SPGI4,776+1,538$2,104
INVESCO EXCH TRD SLF IDX FD 85,041 UNCH $2,087
     BSMP85,041UNCH$2,087
META PLATFORMS INC 5,775 +2,857 $2,044
     META5,775+2,857$2,044
NVIDIA CORPORATION 4,089 -308 $2,025
     NVDA4,089-308$2,025
ISHARES TR (IWR) 26,023 UNCH $2,023
     IWR26,023UNCH$2,023
DISNEY WALT CO 22,223 +420 $2,013
     DIS22,223+420$2,013
ELECTRONIC ARTS INC 14,597 +803 $1,997
     EA14,597+803$1,997
ISHARES TR (EFA) 26,044 +3,056 $1,962
     EFA26,044+3,056$1,962
DIMENSIONAL ETF TRUST (DFAS) 32,852 +32,852 $1,959
     DFAS32,852+32,852$1,959
DEVON ENERGY CORP NEW 42,861 +13,024 $1,942
     DVN42,861+13,024$1,942
ABBVIE INC 12,427 +51 $1,926
     ABBV12,427+51$1,926
MASTERCARD INCORPORATED 4,508 +1,767 $1,923
     MA4,508+1,767$1,923
SPDR INDEX SHS FDS (SPEM) 53,162 +2,341 $1,882
     SPEM53,162+2,341$1,882
PALO ALTO NETWORKS INC 6,311 +2,165 $1,861
     PANW6,311+2,165$1,861
STARBUCKS CORP 19,370 -198 $1,860
     SBUX19,370-198$1,860
ALPS ETF TR (AMLP) 43,246 +45 $1,839
     AMLP43,246+45$1,839
SMUCKER J M CO 14,235 -575 $1,799
     SJM14,235-575$1,799
PAYPAL HLDGS INC 28,644 +668 $1,759
     PYPL28,644+668$1,759
SCHWAB STRATEGIC TR 28,104 +162 $1,717
     FNDB28,104+162$1,717
ISHARES TR (IBTE) 71,689 UNCH $1,710
     IBTE71,689UNCH$1,710
NORTHERN TR CORP 20,026 -1,334 $1,704
     NTRS20,026-1,334$1,704
HOME DEPOT INC 4,884 -309 $1,693
     HD4,884-309$1,693
CSX CORP 48,541 +23,504 $1,683
     CSX48,541+23,504$1,683
INVESCO QQQ TR 4,000 UNCH $1,639
     QQQ4,000UNCH$1,639
ADOBE INC 2,559 +1,749 $1,527
     ADBE2,559+1,749$1,527
UNITED PARCEL SERVICE INC 9,656 +5,817 $1,518
     UPS9,656+5,817$1,518
VANGUARD SCOTTSDALE FDS (VMBS) 31,160 UNCH $1,445
     VMBS31,160UNCH$1,445
WISDOMTREE TR 38,158 +23,202 $1,384
     IQDG38,158+23,202$1,384
INVESCO EXCHANGE TRADED FD T (PRFZ) 36,465 UNCH $1,367
     PRFZ36,465UNCH$1,367
ABBOTT LABS 11,627 +284 $1,280
     ABT11,627+284$1,280
INTELLIA THERAPEUTICS INC 41,348 +10,082 $1,261
     NTLA41,348+10,082$1,261
ISHARES TR (SUSA) 12,529 -79 $1,259
     SUSA12,529-79$1,259
SPDR DOW JONES INDL AVERAGE (DIA) 3,300 UNCH $1,246
     DIA3,300UNCH$1,246
TEXAS INSTRS INC 6,837 +6,837 $1,165
     TXN6,837+6,837$1,165
COPART INC 22,553 -3,729 $1,105
     CPRT22,553-3,729$1,105
ABRDN GOLD ETF TRUST (SGOL) 54,448 -74,245 $1,075
     SGOL54,448-74,245$1,075
CARIBOU BIOSCIENCES INC 184,198 +184,198 $1,055
     CRBU184,198+184,198$1,055
DOCUSIGN INC 17,300 +4,464 $1,028
     DOCU17,300+4,464$1,028
EQT CORP 26,529 -5,187 $1,026
     EQT26,529-5,187$1,026
ROBERT HALF INC. 11,524 +11,524 $1,013
     RHI11,524+11,524$1,013
CDW CORP 4,101 -429 $932
     CDW4,101-429$932
SPDR SER TR (SPIP) 36,383 +3,909 $930
     SPIP36,383+3,909$930
COMCAST CORP NEW 21,132 +1,025 $927
     CMCSA21,132+1,025$927
GARTNER INC 2,044 -137 $922
     IT2,044-137$922
UNITEDHEALTH GROUP INC 1,697 +111 $893
     UNH1,697+111$893
CARDINAL HEALTH INC 8,562 -2,425 $867
     CAH8,562-2,425$867
ISHARES TR (IEF) 8,972 +8,972 $865
     IEF8,972+8,972$865
ISHARES TR (SHY) 10,502 +10,502 $862
     SHY10,502+10,502$862
BOEING CO 3,288 +16 $857
     BA3,288+16$857
BERKLEY W R CORP 12,054 -1,743 $852
     WRB12,054-1,743$852
FASTENAL CO 13,119 -1,312 $850
     FAST13,119-1,312$850
AMPHENOL CORP NEW 8,441 -593 $839
     APH8,441-593$839
MARKEL GROUP INC 586 -57 $832
     MKL586-57$832
ISHARES TR (DVY) 7,000 UNCH $821
     DVY7,000UNCH$821
INVESCO EXCH TRD SLF IDX FD 39,481 -1,881 $808
     BSCP39,481-1,881$808
EXPEDITORS INTL WASH INC 6,322 -1,419 $804
     EXPD6,322-1,419$804
BOOZ ALLEN HAMILTON HLDG COR 6,132 -1,448 $784
     BAH6,132-1,448$784
ISHARES TR (SHV) 7,000 +7,000 $771
     SHV7,000+7,000$771
OREILLY AUTOMOTIVE INC 762 -27 $724
     ORLY762-27$724
TE CONNECTIVITY LTD 5,131 -307 $721
     TEL5,131-307$721
MICROCHIP TECHNOLOGY INC. 7,988 -328 $720
     MCHP7,988-328$720
ADVANCED MICRO DEVICES INC 4,870 +114 $718
     AMD4,870+114$718
LINDE PLC 1,730 +46 $711
     LIN1,730+46$711
ISHARES TR (IWF) 2,337 UNCH $709
     IWF2,337UNCH$709
RTX CORPORATION 8,355 +886 $703
     RTX8,355+886$703
MERCK & CO INC 6,393 +112 $702
     MRK6,393+112$702
BROWN & BROWN INC 9,770 -1,925 $695
     BRO9,770-1,925$695
ULTA BEAUTY INC 1,412 -46 $692
     ULTA1,412-46$692
LABORATORY CORP AMER HLDGS 3,019 -190 $686
     LH3,019-190$686
REINSURANCE GRP OF AMERICA I 4,146 -657 $671
     RGA4,146-657$671
DOLLAR TREE INC 4,567 -358 $649
     DLTR4,567-358$649
TESLA INC 2,604 -211 $647
     TSLA2,604-211$647
ROSS STORES INC 4,649 -337 $643
     ROST4,649-337$643
SELECT SECTOR SPDR TR (XLU) 10,000 UNCH $633
     XLU10,000UNCH$633
VANGUARD TAX MANAGED FDS (VEA) 13,000 -2,000 $623
     VEA13,000-2,000$623
MONDELEZ INTL INC 8,180 -46 $596
     MDLZ8,180-46$596
AMERICAN FINL GROUP INC OHIO 4,971 -352 $591
     AFG4,971-352$591
THERMO FISHER SCIENTIFIC INC 1,104 -301 $586
     TMO1,104-301$586
LAM RESEARCH CORP 735 +171 $577
     LRCX735+171$577
RLI CORP 4,300 -427 $572
     RLI4,300-427$572
VANGUARD WORLD FDS (VDE) 4,695 +2,007 $551
     VDE4,695+2,007$551
ISHARES TR (EEM) 13,474 -175 $542
     EEM13,474-175$542
CARRIER GLOBAL CORPORATION 9,351 -38 $539
     CARR9,351-38$539
BOOKING HOLDINGS INC 151 UNCH $536
     BKNG151UNCH$536
FLOOR & DECOR HLDGS INC 4,752 -240 $530
     FND4,752-240$530
HF SINCLAIR CORP 9,326 -1,004 $518
     DINO9,326-1,004$518
BLACKROCK INC 628 +16 $510
     BLK628+16$510
ZIMMER BIOMET HOLDINGS INC 4,036 +426 $492
     ZBH4,036+426$492
UNIVERSAL HLTH SVCS INC 3,205 -184 $489
     UHS3,205-184$489
ISHARES INC (EPP) 11,000 UNCH $478
     EPP11,000UNCH$478
WISDOMTREE TR 6,745 +6,745 $474
     DGRW6,745+6,745$474
OMNICOM GROUP INC 5,394 -781 $470
     OMC5,394-781$470
CRANE COMPANY 3,858 +29 $456
     CR3,858+29$456
REGIONS FINANCIAL CORP NEW 22,946 +433 $450
     RF22,946+433$450
INTEL CORP 8,776 -1,211 $441
     INTC8,776-1,211$441
TAYLOR MORRISON HOME CORP 8,135 +285 $434
     TMHC8,135+285$434
SALESFORCE INC 1,641 +71 $432
     CRM1,641+71$432
ARCH CAP GROUP LTD 5,684 -624 $422
     ACGL5,684-624$422
NETFLIX INC 859 +11 $418
     NFLX859+11$418
CARMAX INC 5,430 +481 $417
     KMX5,430+481$417
CF INDS HLDGS INC 5,104 -133 $406
     CF5,104-133$406
EATON CORP PLC 1,674 +32 $403
     ETN1,674+32$403
VERIZON COMMUNICATIONS INC 10,615 +1,512 $400
     VZ10,615+1,512$400
LIBERTY BROADBAND CORP 4,951 -303 $399
     LBRDK4,951-303$399
GENERAL ELECTRIC CO 3,113 -25 $398
     GE3,113-25$398
SPROUTS FMRS MKT INC 8,182 +8,182 $394
     SFM8,182+8,182$394
VANGUARD INTL EQUITY INDEX F (VSS) 3,427 -2,604 $394
     VSS3,427-2,604$394
CATERPILLAR INC 1,323 +56 $391
     CAT1,323+56$391
NIKE INC 3,571 -92 $389
     NKE3,571-92$389
LENNAR CORP 2,590 +13 $386
     LEN2,590+13$386
ELANCO ANIMAL HEALTH INC 25,789 +4,172 $384
     ELAN25,789+4,172$384
ISHARES TR (SUSB) 14,936 UNCH $366
     SUSB14,936UNCH$366
ISHARES TR (IBTF) 15,327 -1,241 $357
     IBTF15,327-1,241$357
INTUITIVE SURGICAL INC 1,055 +19 $356
     ISRG1,055+19$356
ISHARES TR (IBTJ) 16,260 -1,329 $354
     IBTJ16,260-1,329$354
UNION PAC CORP 1,442 +44 $354
     UNP1,442+44$354
ISHARES TR (IBTH) 15,573 -1,294 $349
     IBTH15,573-1,294$349
BROWN FORMAN CORP      $348
     BF.B6,079+770$348
PHILIP MORRIS INTL INC 3,654 -131 $348
     PM3,654-131$348
FLEXSHARES TR (GUNR) 8,467 -400 $347
     GUNR8,467-400$347
DIREXION SHS ETF TR (SPDN) 25,920 -1,200 $344
     SPDN25,920-1,200$344
ENTERPRISE PRODS PARTNERS L 13,000 UNCH $343
     EPD13,000UNCH$343
STEEL DYNAMICS INC 2,883 +189 $342
     STLD2,883+189$342
SMITH A O CORP 4,124 -994 $340
     AOS4,124-994$340
GENERAL DYNAMICS CORP 1,304 +42 $339
     GD1,304+42$339
SCHLUMBERGER LTD 6,458 -133 $338
     SLB6,458-133$338
BANK AMERICA CORP 9,923 +2,009 $334
     BAC9,923+2,009$334
INTERNATIONAL BUSINESS MACHS 2,037 +65 $333
     IBM2,037+65$333
NUSHARES ETF TR (NUSC) 8,452 UNCH $330
     NUSC8,452UNCH$330
EXELIXIS INC 13,434 +381 $322
     EXEL13,434+381$322
NOVO NORDISK A S 3,112 -207 $322
     NVO3,112-207$322
CENTENE CORP DEL 4,305 +301 $319
     CNC4,305+301$319
INTERCONTINENTAL EXCHANGE IN (ICE) 2,485 +59 $319
     ICE2,485+59$319
FISERV INC 2,362 +2,362 $314
     FI2,362+2,362$314
TRIMTABS ETF TR (TTAC) 5,544 UNCH $314
     TTAC5,544UNCH$314
VANGUARD INTL EQUITY INDEX F (VT) 3,000 +3,000 $309
     VT3,000+3,000$309
WALMART INC 1,950 +24 $309
     WMT1,950+24$309
OKTA INC 3,406 +3,406 $308
     OKTA3,406+3,406$308
HONEYWELL INTL INC 1,461 -56 $306
     HON1,461-56$306
ALLIANT ENERGY CORP 5,737 -188 $294
     LNT5,737-188$294
MURPHY USA INC 824 +23 $294
     MUSA824+23$294
TRANSDIGM GROUP INC 289 +7 $292
     TDG289+7$292
SIMON PPTY GROUP INC NEW 2,037 +26 $291
     SPG2,037+26$291
VANGUARD WORLD FD (VSGX) 5,216 UNCH $288
     VSGX5,216UNCH$288
OTIS WORLDWIDE CORP 3,213 +7 $287
     OTIS3,213+7$287
METLIFE INC 4,310 +39 $285
     MET4,310+39$285
CYBERARK SOFTWARE LTD 1,289 -140 $282
     CYBR1,289-140$282
FAIR ISAAC CORP 241 +241 $281
     FICO241+241$281
BROADSTONE NET LEASE INC 15,889 -16 $278
     BNL15,889-16$278
MARATHON OIL CORP 11,520 +3,198 $278
     MRO11,520+3,198$278
TORO CO 2,884 -8 $278
     TTC2,884-8$278
VANGUARD INDEX FDS (VB) 1,302 +1,302 $278
     VB1,302+1,302$278
ICON PLC 961 -82 $272
     ICLR961-82$272
ASML HOLDING N V 358 +2 $271
     ASML358+2$271
CHUBB LIMITED 1,192 -9 $270
     CB1,192-9$270
SHELL PLC 4,099 -273 $270
     SHEL4,099-273$270
SONY GROUP CORP 2,848 -1,132 $270
     SONY2,848-1,132$270
ISHARES TR (IBDP) 10,762 +10,762 $268
     IBDP10,762+10,762$268
WISDOMTREE TR 10,500 +10,500 $264
     USDU10,500+10,500$264
UNDER ARMOUR INC 31,399 +3,016 $262
     UA31,399+3,016$262
ZOETIS INC 1,329 -569 $262
     ZTS1,329-569$262
NEXTERA ENERGY INC 4,161 +4,161 $253
     NEE4,161+4,161$253
QORVO INC 2,227 +2,227 $251
     QRVO2,227+2,227$251
TOTALENERGIES SE 3,615 -273 $247
     TTE3,615-273$247
AT&T INC 14,602 +2,676 $245
     T14,602+2,676$245
FLEX LTD 7,944 +56 $242
     FLEX7,944+56$242
SCHWAB STRATEGIC TR 3,181 UNCH $242
     SCHD3,181UNCH$242
TARGET CORP 1,698 +1,698 $242
     TGT1,698+1,698$242
TAIWAN SEMICONDUCTOR MFG LTD 2,311 -193 $241
     TSM2,311-193$241
INGERSOLL RAND INC 3,098 -914 $240
     IR3,098-914$240
MORGAN STANLEY 2,551 -242 $238
     MS2,551-242$238
EXACT SCIENCES CORP 3,175 -36 $235
     EXAS3,175-36$235
COCA COLA CO 3,833 -148 $226
     KO3,833-148$226
AMERIPRISE FINL INC 591 -16 $224
     AMP591-16$224
GILEAD SCIENCES INC 2,708 +2,708 $219
     GILD2,708+2,708$219
SPDR SER TR (SDY) 1,750 UNCH $219
     SDY1,750UNCH$219
DARDEN RESTAURANTS INC 1,319 +1,319 $217
     DRI1,319+1,319$217
PROSHARES TR (RWM) 10,038 -282 $212
     RWM10,038-282$212
CONSTELLATION ENERGY CORP 1,804 +1,804 $211
     CEG1,804+1,804$211
DIAGEO PLC 1,433 -107 $209
     DEO1,433-107$209
AERCAP HOLDINGS NV 2,778 +2,778 $206
     AER2,778+2,778$206
APOLLO GLOBAL MGMT INC 2,180 +2,180 $203
     APO2,180+2,180$203
WELLS FARGO CO NEW 4,123 +4,123 $203
     WFC4,123+4,123$203
EDWARDS LIFESCIENCES CORP 2,654 -988 $202
     EW2,654-988$202
ENERGY TRANSFER L P 13,180 UNCH $182
     ET13,180UNCH$182
MITSUBISHI UFJ FINL GROUP IN 19,677 -2,380 $169
     MUFG19,677-2,380$169
COUPANG INC 10,177 -24 $165
     CPNG10,177-24$165
ING GROEP N.V. 10,539 -1,256 $158
     ING10,539-1,256$158
HALEON PLC 18,461 -1,886 $152
     HLN18,461-1,886$152
FORD MTR CO DEL 11,342 +558 $138
     F11,342+558$138
FLAHERTY & CRUMRINE PFD INCO 10,000 UNCH $80
     PFO10,000UNCH$80
RUBICON TECHNOLOGIES INC 14,397 +0 $27
     RBT14,397UNCH$27
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCN0-300,810$0
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSMN0-44,926$0
EXELON CORP $0 (exited)
     EXC0-5,582$0
FISERV INC $0 (exited)
     FISV0-2,228$0
ISHARES TR $0 (exited)
     IBHC0-33,076$0
ISHARES TR $0 (exited)
     IBML0-23,954$0
ISHARES TR $0 (exited)
     IBMM0-40,149$0
ISHARES TR $0 (exited)
     IBTD0-124,127$0
KEYSIGHT TECHNOLOGIES INC $0 (exited)
     KEYS0-2,113$0
ALTRIA GROUP INC 0 -4,738 $0 (exited)
     MO0-4,738$0

See Summary: Resonant Capital Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Resonant Capital Advisors LLC

EntityShares/Amount
Change
Position Value
Change
JEPI +104,931+$5,813
IEI +18,225+$2,135
DFAS +32,852+$1,959
TXN +6,837+$1,165
CRBU +184,198+$1,055
RHI +11,524+$1,013
IEF +8,972+$865
SHY +10,502+$862
SHV +7,000+$771
DGRW +6,745+$474
EntityShares/Amount
Change
Position Value
Change
BSCN -300,810-$6,386
IBTD -124,127-$3,081
BSMN -44,926-$1,125
IBMM -40,149-$1,031
IBHC -33,076-$782
IBML -23,954-$611
KEYS -2,113-$280
FISV -2,228-$252
EXC -5,582-$211
MO -4,738-$204
EntityShares/Amount
Change
Position Value
Change
COMB +252,146+$4,500
BCI +79,453+$1,367
MEAR +68,564+$3,530
USB +56,444+$2,588
SCHO +52,218+$2,604
SCHR +50,112+$3,514
SGOV +47,410+$4,538
DFNM +31,155+$1,812
VCSH +28,509+$3,063
JMST +23,850+$1,494
EntityShares/Amount
Change
Position Value
Change
IAU -120,787-$3,294
SGOL -74,245-$1,202
VTEB -53,378-$1,697
FNDA -22,595+$1,512
MUB -16,308-$1,186
BSCO -12,688-$219
ICSH -7,861-$400
JPST -7,650-$334
KR -7,535-$287
Size ($ in 1000's)
At 12/31/2023: $1,034,745
At 09/30/2023: $937,862

Resonant Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Resonant Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Resonant Capital Advisors LLC | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.