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CIK: 0001803236
Total reported value
$2.1B
$2.1B
413 檔
16.2%
At the close of Q2 2025, Resonant Capital Advisors, LLC disclosed equity holdings valued at approximately $2.1B, spread across 413 reported holdings.
In Q2 2025, Resonant Capital Advisors, LLC displayed an active expansion posture, initiating 49 new positions and adding to 120 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.27% | +0.13% | +5.96% | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.20% | -0.11% | +0.93% | |
| 3 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 3.96% | -0.07% | +0.06% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.74% | -0.75% | +7.41% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.53% | -0.05% | +3.48% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-Other | 3.48% | -0.24% | +5.71% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.16% | -0.24% | +4.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | +0.11% | +1.04% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.69% | -0.14% | -24.02% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.07% | -0.02% | +4.85% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.94% | -0.07% | +3.99% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.75% | -0.06% | +2.17% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.75% | +0.12% | +0.78% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.07% | -2.58% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.72% | -0.40% | +6.92% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.63% | +0.08% | +1.28% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.08% | +20.05% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.40% | -0.07% | +3.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.09% | +12.35% | |
| 20 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.21% | +0.06% | -0.49% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.20% | -0.04% | +1.92% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.20% | +0.10% | +3.48% | |
| 23 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 1.16% | +0.18% | -0.47% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.10% | +24.61% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.10% | -0.05% | +0.30% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.19% | +1.07% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | +0.15% | +5.65% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.92% | -0.01% | -5.25% | |
| 29 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 0.88% | -0.19% | +2.79% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.85% | -0.02% | +9.60% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.20% | +5.51% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.06% | +15.22% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.01% | +3.08% | |
| 34 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 0.68% | -0.01% | +6.65% | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.66% | -0.03% | -8.35% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | — | +8.34% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.07% | +16.84% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.61% | -0.07% | -16.01% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.06% | +17.76% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.60% | -0.02% | -16.03% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.59% | -0.06% | +1.94% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.08% | +3.22% | |
| 43 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.50% | — | — | |
| 44 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.50% | — | -0.18% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.02% | +8.44% | |
| 46 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.49% | — | -0.33% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.48% | +0.02% | -5.02% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.44% | +0.01% | +1.95% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.12% | +22.93% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.42% | -0.09% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | +20.05% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +24.61% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +5.96% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +16.84% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +17.76% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +15.22% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.99% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +22.93% | Add |
| 9 | CMCSA | Comcast Corp-class A | +0.1% | +279.59% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +8.34% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +19.51% | Add |
| 12 | ADBE | Adobe Inc | +0.1% | +80.21% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | -12.76% | Trim |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +25.22% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +49.23% | Add |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.17% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.48% | Add |
| 18 | PYPL | Paypal Holdings Inc | +0.1% | +38.89% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.51% | Add |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +11.18% | Add |
| 21 | VIGI | Vanguard Int Div App Indx Fd | 0% | +3.24% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +3.22% | Add |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +18.11% | Add |
| 24 | DIS | Walt Disney Co/the | 0% | +7.94% | Add |
| 25 | CSCO | Cisco Systems Inc | 0% | +9.10% | Add |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | NEW | New buy |
| 27 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +45.63% | Add |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | NEW | New buy |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | NEW | New buy |
| 31 | AXP | American Express Co | 0% | +3.68% | Add |
| 32 | ADI | Analog Devices Inc | 0% | +2.34% | Add |
| 33 | PANW | Palo Alto Networks Inc | 0% | +5.89% | Add |
| 34 | SCHW | Schwab (charles) CORP | 0% | +8.44% | Add |
| 35 | NTRS | Northern Trust CORP | 0% | +1.24% | Add |
| 36 | WMT | Walmart Inc | 0% | +33.08% | Add |
| 37 | PLTR | Palantir Technologies Inc-a | 0% | +55.39% | Add |
| 38 | KLAC | Kla CORP | 0% | NEW | New buy |
| 39 | PM | Philip Morris International | 0% | +27.06% | Add |
| 40 | MPC | Marathon Petroleum CORP | 0% | +5.68% | Add |
| 41 | VDE | Vanguard Energy ETF | 0% | +62.90% | Add |
| 42 | BAC | Bank Of America CORP | 0% | +35.68% | Add |
| 43 | GS | Goldman Sachs Group Inc | 0% | +49.30% | Add |
| 44 | BKNG | Booking Holdings Inc | 0% | +12.62% | Add |
| 45 | CEG | Constellation Energy | 0% | +19.77% | Add |
| 46 | AMD | Advanced Micro Devices | 0% | +19.14% | Add |
| 47 | IBM | Intl Business Machines CORP | 0% | +19.73% | Add |
| 48 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +78.87% | Add |
| 49 | CAT | Caterpillar Inc | 0% | +37.12% | Add |
| 50 | IBN | Icici Bank Ltd-spon Adr | 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 413 disclosed positions in Q2 2025.
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, JMST, MEAR) accounted for 16.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBDV
市值: $656.6K
Top Position Liquidated / Trimmed
RHI
前期市值: $931.8K
During Q2 2025, Resonant Capital Advisors, LLC's top holdings by market value included IVV (6.3%)、JMST (4.2%)、MEAR (4.0%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q2 2025, Resonant Capital Advisors, LLC made 198 total portfolio adjustments, initiating 49 new buys, adding to 120 positions, trimming 19 holdings, and fully liquidating 10 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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