Resonant Capital Advisors, LLC
CIK: 0001803236SEC EDGAR →
Portfolio Value
$1.8B
Holdings
440
As of
Q4 2025
New Positions
440
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 208,786 | $143.0M | 7.86% |
| 2 | J P MORGAN EXCHANGE TRADED F | 1,432,023 | $73.1M | 4.02% |
| 3 | SCHWAB STRATEGIC TR | 2,867,615 | $71.9M | 3.95% |
| 4 | ISHARES U S ETF TR | 1,373,218 | $69.1M | 3.80% |
| 5 | VANGUARD SCOTTSDALE FDS | 863,328 | $68.8M | 3.78% |
| 6 | ETF SER SOLUTIONS | 1,045,286 | $61.6M | 3.38% |
| 7 | ISHARES TR | 771,777 | $50.9M | 2.80% |
| 8 | ISHARES TR | 506,100 | $50.8M | 2.79% |
| 9 | ISHARES TR | 452,772 | $40.5M | 2.23% |
| 10 | SCHWAB STRATEGIC TR | 1,367,927 | $37.2M | 2.05% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (440)
$143.0M · 209K shares
$73.1M · 1.4M shares
$71.9M · 2.9M shares
$69.1M · 1.4M shares
$68.8M · 863K shares
$61.6M · 1.0M shares
$50.9M · 772K shares
$50.8M · 506K shares
$40.5M · 453K shares
$37.2M · 1.4M shares
$35.2M · 700K shares
$33.8M · 747K shares
$33.0M · 275K shares
$29.0M · 921K shares
$28.9M · 42K shares
$27.6M · 126K shares
$27.4M · 300K shares
$27.1M · 100K shares
$24.2M · 360K shares
$23.4M · 461K shares
$23.1M · 640K shares
$23.1M · 456K shares
$22.4M · 46K shares
$20.8M · 164K shares
$20.5M · 253K shares
$20.5M · 191K shares
$20.5M · 110K shares
$19.7M · 241K shares
$18.4M · 413K shares
$16.4M · 671K shares
$15.8M · 749K shares
$14.8M · 47K shares
$13.9M · 22K shares
$13.9M · 60K shares
$13.8M · 286K shares
$13.2M · 42K shares
$12.4M · 348K shares
$11.9M · 24K shares
$11.7M · 34K shares
$11.3M · 35K shares
$10.6M · 184K shares
$8.6M · 26K shares
$8.4M · 13K shares
$8.3M · 101K shares
$8.1M · 71K shares
$8.1M · 60K shares
$7.8M · 166K shares
$7.3M · 9K shares
$7.2M · 60K shares
$7.1M · 20K shares
$6.8M · 33K shares
$6.3M · 258K shares
$6.2M · 107K shares
$6.2M · 41K shares
$6.1M · 6K shares
$6.1M · 17K shares
$5.8M · 76K shares
$5.7M · 25K shares
$5.7M · 21K shares
$5.7M · 33K shares
$5.7M · 122K shares
$5.6M · 9K shares
$5.5M · 227K shares
$5.3M · 101K shares
$4.9M · 15K shares
$4.7M · 8K shares
$4.6M · 1K shares
$4.4M · 224K shares
$4.3M · 5K shares
$4.3M · 49K shares
$4.1M · 9K shares
$4.1M · 80K shares
$4.1M · 13K shares
$4.0M · 67K shares
$3.8M · 15K shares
$3.8M · 14K shares
$3.8M · 18K shares
$3.8M · 16K shares
$3.6M · 25K shares
$3.6M · 67K shares
$3.6M · 17K shares
$3.5M · 7K shares
$3.5M · 15K shares
$3.5M · 10K shares
$3.5M · 21K shares
$3.5M · 14K shares
$3.5M · 55K shares
$3.4M · 138K shares
$3.4M · 34K shares
$3.4M · 28K shares
$3.4M · 18K shares
$3.4M · 24K shares
$3.4M · 10K shares
$3.3M · 625 shares
$3.3M · 18K shares
$3.2M · 23K shares
$3.2M · 33K shares
$3.1M · 27K shares
$3.1M · 12K shares
$2.9M · 110K shares
$2.8M · 21K shares
$2.7M · 74K shares
$2.7M · 26K shares
$2.6M · 49K shares
$2.6M · 56K shares
$2.6M · 37K shares
$2.6M · 101K shares
$2.5M · 26K shares
$2.5M · 95K shares
$2.5M · 43K shares
$2.5M · 4K shares
$2.2M · 12K shares
$2.2M · 74K shares
$2.2M · 53K shares
$2.2M · 18K shares
$2.1M · 19K shares
$2.1M · 22K shares
$2.1M · 11K shares
$2.1M · 22K shares
$2.0M · 85K shares
$1.9M · 41K shares
$1.9M · 4K shares
$1.8M · 82K shares
$1.8M · 43K shares
$1.7M · 5K shares
$1.7M · 6K shares
$1.7M · 13K shares
$1.7M · 12K shares
$1.6M · 18K shares
$1.6M · 3K shares
$1.6M · 7K shares
$1.6M · 8K shares
$1.5M · 714 shares
$1.5M · 65K shares
$1.5M · 8K shares
$1.5M · 3K shares
$1.5M · 31K shares
$1.5M · 6K shares
$1.4M · 9K shares
$1.4M · 14K shares
$1.4M · 5K shares
$1.4M · 8K shares
$1.4M · 27K shares
$1.4M · 26K shares
$1.4M · 18K shares
$1.4M · 2K shares
$1.4M · 30K shares
$1.3M · 19K shares
$1.3M · 11K shares
$1.3M · 9K shares
$1.3M · 4K shares
$1.3M · 33K shares
$1.3M · 18K shares
$1.2M · 13K shares
$1.2M · 2K shares
$1.2M · 7K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.1M · 27K shares
$1.1M · 1K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.1M · 1K shares
$987K · 7K shares
$957K · 4K shares
$946K · 4K shares
$933K · 3K shares
$931K · 13K shares
$927K · 5K shares
$924K · 864 shares
$909K · 3K shares
$902K · 5K shares
$887K · 6K shares
$873K · 13K shares
$867K · 41K shares
$865K · 22K shares
$854K · 4K shares
$841K · 4K shares
$829K · 1K shares
$822K · 10K shares
$812K · 13K shares
$812K · 3K shares
$812K · 13K shares
$808K · 8K shares
$803K · 6K shares
$803K · 4K shares
$793K · 1K shares
$791K · 12K shares
$767K · 14K shares
$753K · 6K shares
$752K · 5K shares
$751K · 3K shares
$751K · 9K shares
$748K · 5K shares
$733K · 5K shares
$729K · 3K shares
$725K · 9K shares
$718K · 32K shares
$709K · 2K shares
$704K · 27K shares
$701K · 1K shares
$695K · 5K shares
$693K · 5K shares
$693K · 2K shares
$690K · 4K shares
$688K · 4K shares
$687K · 25K shares
$672K · 6K shares
$664K · 2K shares
$663K · 499 shares
$652K · 15K shares
$647K · 8K shares
$645K · 16K shares
$639K · 5K shares
$633K · 375 shares
$633K · 8K shares
$625K · 2K shares
$617K · 508 shares
$599K · 7K shares
$595K · 2K shares
$591K · 11K shares
$585K · 6K shares
$582K · 7K shares
$581K · 2K shares
$579K · 6K shares
$577K · 6K shares
$576K · 10K shares
$571K · 23K shares
$560K · 3K shares
$559K · 5K shares
$556K · 4K shares
$544K · 822 shares
$537K · 1K shares
$532K · 6K shares
$531K · 10K shares
$530K · 3K shares
$526K · 3K shares
$515K · 2K shares
$514K · 29K shares
$510K · 9K shares
$510K · 6K shares
$508K · 14K shares
$501K · 3K shares
$492K · 18K shares
$487K · 2K shares
$487K · 10K shares
$484K · 6K shares
$484K · 7K shares
$480K · 2K shares
$478K · 2K shares
$475K · 2K shares
$474K · 17K shares
$471K · 8K shares
$460K · 6K shares
$449K · 1K shares
$449K · 9K shares
$447K · 1K shares
$443K · 7K shares
$443K · 3K shares
$442K · 2K shares
$442K · 4K shares
$440K · 5K shares
$439K · 3K shares
$436K · 6K shares
$432K · 4K shares
$431K · 5K shares
$430K · 4K shares
$427K · 7K shares
$426K · 4K shares
$423K · 3K shares
$423K · 9K shares
$420K · 519 shares
$420K · 5K shares
$419K · 23K shares
$417K · 2K shares
$414K · 11K shares
$412K · 845 shares
$412K · 26K shares
$412K · 3K shares
$411K · 881 shares
$411K · 5K shares
$410K · 16K shares
$407K · 1K shares
$402K · 5K shares
$401K · 9K shares
$400K · 7K shares
$399K · 3K shares
$399K · 9K shares
$398K · 15K shares
$395K · 6K shares
$390K · 4K shares
$389K · 4K shares
$388K · 5K shares
$388K · 8K shares
$383K · 5K shares
$382K · 5K shares
$381K · 16K shares
$381K · 5K shares
$378K · 40K shares
$374K · 3K shares
$373K · 2K shares
$368K · 5K shares
$366K · 1K shares
$366K · 3K shares
$363K · 6K shares
$360K · 3K shares
$356K · 14K shares
$355K · 612 shares
$353K · 14K shares
$347K · 4K shares
$344K · 14K shares
$341K · 4K shares
$339K · 5K shares
$337K · 3K shares
$335K · 1K shares
$333K · 432 shares
$333K · 1K shares
$330K · 4K shares
$330K · 4K shares
$328K · 374 shares
$328K · 1K shares
$326K · 9K shares
$326K · 6K shares
$325K · 3K shares
$324K · 4K shares
$323K · 5K shares
$322K · 5K shares
$321K · 956 shares
$317K · 1K shares
$312K · 12K shares
$307K · 1K shares
$304K · 3K shares
$303K · 1K shares
$301K · 2K shares
$300K · 3K shares
$298K · 14K shares
$298K · 8K shares
$298K · 4K shares
$298K · 1K shares
$296K · 2K shares
$294K · 2K shares
$294K · 3K shares
$293K · 22K shares
$292K · 145 shares
$291K · 1K shares
$287K · 12K shares
$285K · 3K shares
$285K · 590 shares
$282K · 1K shares
$280K · 2K shares
$279K · 5K shares
$275K · 589 shares
$275K · 2K shares
$274K · 3K shares
$274K · 1K shares
$271K · 917 shares
$268K · 288 shares
$268K · 794 shares
$268K · 548 shares
$267K · 9K shares
$267K · 3K shares
$267K · 26K shares
$265K · 12K shares
$261K · 2K shares
$261K · 512 shares
$259K · 4K shares
$258K · 664 shares
$258K · 11K shares
$257K · 3K shares
$257K · 3K shares
$256K · 8K shares
$254K · 1K shares
$253K · 4K shares
$251K · 15K shares
$251K · 4K shares
$250K · 809 shares
$248K · 2K shares
$248K · 1K shares
$247K · 1K shares
$246K · 1K shares
$243K · 3K shares
$242K · 4K shares
$241K · 1K shares
$240K · 3K shares
$239K · 567 shares
$239K · 8K shares
$237K · 832 shares
$235K · 1K shares
$235K · 840 shares
$234K · 1K shares
$232K · 2K shares
$232K · 408 shares
$232K · 1K shares
$231K · 1K shares
$229K · 253 shares
$229K · 2K shares
$229K · 1K shares
$227K · 1K shares
$226K · 17K shares
$224K · 3K shares
$223K · 438 shares
$223K · 3K shares
$223K · 1K shares
$222K · 11K shares
$222K · 2K shares
$221K · 2K shares
$221K · 753 shares
$220K · 219 shares
$217K · 1K shares
$216K · 2K shares
$215K · 8K shares
$215K · 1K shares
$214K · 7K shares
$212K · 3K shares
$211K · 903 shares
$211K · 2K shares
$207K · 836 shares
$207K · 8K shares
$205K · 939 shares
$204K · 2K shares
$202K · 7K shares
$202K · 3K shares
$201K · 975 shares
$201K · 2K shares
$201K · 2K shares
$201K · 4K shares
$200K · 1K shares
$200K · 695 shares
$200K · 2K shares
$165K · 10K shares
$163K · 15K shares
$163K · 21K shares
$145K · 12K shares
$142K · 35K shares
$137K · 48K shares
$131K · 20K shares
$64K · 15K shares
$40K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 150 | $1.3B | 72.7% |
| Technology | 66 | $149.4M | 8.2% |
| Unknown | 22 | $89.5M | 4.9% |
| Healthcare | 37 | $67.5M | 3.7% |
| Communication Services | 15 | $50.8M | 2.8% |
| Consumer Cyclical | 32 | $47.7M | 2.6% |
| Industrials | 52 | $31.6M | 1.7% |
| Energy | 21 | $25.8M | 1.4% |
| Consumer Defensive | 15 | $21.5M | 1.2% |
| Utilities | 11 | $5.7M | 0.3% |
| Basic Materials | 9 | $4.3M | 0.2% |
| Real Estate | 10 | $3.3M | 0.2% |