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CIK: 0001803236
Total reported value
$2.1B
$2.1B
345 檔
15.1%
As reported in its official Q4 2024 Form 13F filing, Resonant Capital Advisors, LLC's tracked investment portfolio stood at $2.1B with 345 total positions.
In Q4 2024, Resonant Capital Advisors, LLC displayed an active expansion posture, initiating 20 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.16% | +0.13% | +1.92% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.19% | -0.14% | +0.75% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.34% | -0.11% | +1.86% | |
| 4 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 3.84% | -0.07% | -6.17% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.61% | -0.05% | +0.61% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.58% | -0.75% | +132.18% | |
| 7 | DSTL | Distillate US Fundamental St | ETF-Other | 3.57% | -0.24% | +0.85% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.22% | -0.24% | +8.01% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.03% | +0.11% | +1.20% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.10% | -0.02% | +201.13% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.03% | +0.12% | +1.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.07% | -0.15% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.87% | +0.08% | +101.59% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.63% | -0.40% | +11.66% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.09% | -1.56% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.07% | +1.55% | |
| 17 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.31% | +0.06% | +1.96% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.27% | -0.06% | -0.53% | |
| 19 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 1.24% | +0.18% | +3.22% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.21% | -0.05% | +1.39% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.08% | +1.06% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.04% | -0.01% | +100.75% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.98% | +0.15% | +9.92% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.97% | -0.07% | +2.49% | |
| 25 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.95% | -0.04% | +0.23% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | +0.10% | +1.41% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.89% | -0.19% | +0.29% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.20% | -1.53% | |
| 29 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 0.83% | -0.19% | +2.97% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | -0.02% | +125.94% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.77% | -0.07% | +3.48% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.76% | -0.02% | +3.69% | |
| 33 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 0.74% | -0.01% | +3.90% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.06% | +3.08% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.01% | +0.16% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.10% | +1.08% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.08% | -0.09% | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.66% | -0.03% | +16.66% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.06% | +4.39% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | +0.45% | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.55% | +0.02% | -1.31% | |
| 42 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.54% | — | — | |
| 43 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.53% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.07% | -0.60% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.02% | +1.41% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.06% | +5.18% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.44% | +0.01% | -1.49% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.43% | -0.02% | +5.79% | |
| 49 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.43% | — | +3.52% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.12% | +7.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +0.4% | +132.18% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.92% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +8.01% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +11.66% | Add |
| 5 | AVGO | Broadcom Inc | +0.1% | -0.60% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.1% | +3.08% | Add |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +53.44% | Add |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +45.56% | Add |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +41.05% | Add |
| 10 | DFNM | Dimensional National Muni Bd | +0.1% | +16.66% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.09% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.95% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -1.56% | Trim |
| 14 | JSMD | Janus Small Mid Cap Gr Alp | +0.1% | +3.22% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +1.08% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.45% | Add |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +9.92% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +5.75% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +1.41% | Add |
| 20 | SCMB | Schwab Municipal Bond ETF | +0.1% | NEW | New buy |
| 21 | SCHP | Schwab U.s. Tips ETF | +0.1% | +125.94% | Add |
| 22 | JMUB | Jpmorgan Municipal ETF | +0.1% | +22.43% | Add |
| 23 | MCK | Mckesson CORP | +0.1% | -0.44% | Trim |
| 24 | CRM | Salesforce Inc | 0% | +10.53% | Add |
| 25 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 26 | DOCU | Docusign Inc | 0% | +0.43% | Add |
| 27 | JMST | JPM Ultra-short Muni Income | 0% | +1.86% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.15% | Trim |
| 29 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 30 | DIS | Walt Disney Co/the | 0% | +2.45% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +2.60% | Add |
| 32 | VGIT | Vanguard Intermediate-term T | 0% | +14.06% | Add |
| 33 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | NEW | New buy |
| 34 | NFLX | Netflix Inc | 0% | +2.84% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +5.18% | Add |
| 36 | AXP | American Express Co | 0% | -0.81% | Trim |
| 37 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 38 | MA | Mastercard Inc - A | 0% | +6.52% | Add |
| 39 | GILD | Gilead Sciences Inc | 0% | +16.23% | Add |
| 40 | COP | Conocophillips | 0% | NEW | New buy |
| 41 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 42 | SCHW | Schwab (charles) CORP | 0% | +1.82% | Add |
| 43 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.20% | Add |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +43.61% | Add |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | NEW | New buy |
| 46 | IBMO | Ishares Ibonds Dec 2026 Term | 0% | NEW | New buy |
| 47 | EQT | Eqt CORP | 0% | +1.33% | Add |
| 48 | NTRS | Northern Trust CORP | 0% | +0.32% | Add |
| 49 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 50 | C | Citigroup Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Resonant Capital Advisors, LLC reported a total U.S. public equity portfolio value of $2.1B across 345 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SGOV, JMST) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCMB
市值: $839.7K
Top Position Liquidated / Trimmed
BSCO
前期市值: $3.9M
During Q4 2024, Resonant Capital Advisors, LLC's top holdings by market value included IVV (6.2%)、SGOV (5.2%)、JMST (4.3%). The largest single position, IVV, represented 6.2% of total portfolio value.
In Q4 2024, Resonant Capital Advisors, LLC made 200 total portfolio adjustments, initiating 20 new buys, adding to 103 positions, trimming 50 holdings, and fully liquidating 27 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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