Resonant Capital Advisors, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$1.4T
Holdings
370
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (370 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 149,240 | $83.9B | 5.85% | |
| 2 | JMSTJ P MORGAN EXCHANGE TRADED F | 1,279,757 | $65.1B | 4.54% | |
| 3 | MEARISHARES U S ETF TR | 1,232,247 | $61.9B | 4.32% | |
| 4 | SGOVISHARES TR | 550,330 | $55.4B | 3.86% | |
| 5 | SCHRSCHWAB STRATEGIC TR | 2,181,127 | $54.2B | 3.78% | |
| 6 | DSTLETF SER SOLUTIONS | 932,231 | $50.6B | 3.53% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 260,256 | $50.5B | 3.52% | |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 593,729 | $46.9B | 3.27% | |
| 9 | IJHISHARES TR | 689,009 | $40.2B | 2.80% | |
| 10 | FNDXSCHWAB STRATEGIC TR | 1,260,697 | $29.8B | 2.08% | |
| 11 | AQLTISHARES TR | 349,502 | $26.4B | 1.84% | |
| 12 | IJRISHARES TR | 248,235 | $26.0B | 1.81% | |
| 13 | VTEBVANGUARD MUN BD FDS | 514,112 | $25.5B | 1.78% | |
| 14 | SPYSPDR S&P 500 ETF TR | 44,780 | $25.1B | 1.75% | |
| 15 | FNDFSCHWAB STRATEGIC TR | 669,986 | $24.2B | 1.69% | |
| 16 | FNDASCHWAB STRATEGIC TR | 879,404 | $24.1B | 1.68% | |
| 17 | VIGIVANGUARD WHITEHALL FDS | 235,169 | $19.5B | 1.36% | |
| 18 | XLESELECT SECTOR SPDR TR | 201,751 | $18.9B | 1.32% | |
| 19 | AAPLAPPLE INC | 82,118 | $18.2B | 1.27% | |
| 20 | RWKINVESCO EXCH TRADED FD TR II | 162,537 | $17.5B | 1.22% | |
| 21 | FNDESCHWAB STRATEGIC TR | 560,423 | $17.3B | 1.20% | |
| 22 | JSMDJANUS DETROIT STR TR | 235,882 | $16.5B | 1.15% | |
| 23 | IEMGISHARES INC | 303,179 | $16.4B | 1.14% | |
| 24 | SCHOSCHWAB STRATEGIC TR | 623,211 | $15.2B | 1.06% | |
| 25 | IAU*ISHARES GOLD TR | 252,904 | $14.9B | 1.04% | |
| 26 | MUBISHARES TR | 136,376 | $14.4B | 1.00% | |
| 27 | MSFTMICROSOFT CORP | 38,154 | $14.3B | 1.00% | |
| 28 | COMBGRANITESHARES ETF TR | 638,745 | $13.9B | 0.97% | |
| 29 | SCHPSCHWAB STRATEGIC TR | 454,446 | $12.2B | 0.85% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,241 | $11.8B | 0.83% | |
| 31 | JPSTJ P MORGAN EXCHANGE TRADED F | 224,913 | $11.4B | 0.79% | |
| 32 | DFNMDIMENSIONAL ETF TRUST | 236,140 | $11.2B | 0.78% | |
| 33 | ICSHISHARES TR | 219,783 | $11.1B | 0.78% | |
| 34 | VOOVANGUARD INDEX FDS | 21,652 | $11.1B | 0.78% | |
| 35 | DSMCETF SER SOLUTIONS | 306,085 | $9.7B | 0.67% | |
| 36 | NVDANVIDIA CORPORATION | 87,341 | $9.5B | 0.66% | |
| 37 | JEPIJ P MORGAN EXCHANGE TRADED F | 160,590 | $9.2B | 0.64% | |
| 38 | AMZNAMAZON COM INC | 47,168 | $9.0B | 0.63% | |
| 39 | JPMJPMORGAN CHASE & CO. | 32,586 | $8.0B | 0.56% | |
| 40 | PRFINVESCO EXCHANGE TRADED FD T | 186,221 | $7.5B | 0.52% | |
| 41 | GOOGALPHABET INC | 47,140 | $7.4B | 0.51% | |
| 42 | RWLINVESCO EXCH TRADED FD TR II | 74,020 | $7.4B | 0.51% | |
| 43 | PKWINVESCO EXCHANGE TRADED FD T | 63,960 | $7.2B | 0.50% | |
| 44 | PGRPROGRESSIVE CORP | 25,208 | $7.1B | 0.50% | |
| 45 | VVISA INC | 20,329 | $7.1B | 0.50% | |
| 46 | IDEVISHARES TR | 103,141 | $7.1B | 0.50% | |
| 47 | METAMETA PLATFORMS INC | 10,936 | $6.3B | 0.44% | |
| 48 | IGSBISHARES TR | 118,774 | $6.2B | 0.43% | |
| 49 | XOMEXXON MOBIL CORP | 51,869 | $6.2B | 0.43% | |
| 50 | MCKMCKESSON CORP | 8,913 | $6.0B | 0.42% | |
| 51 | CVXCHEVRON CORP NEW | 35,832 | $6.0B | 0.42% | |
| 52 | VGITVANGUARD SCOTTSDALE FDS | 91,625 | $5.4B | 0.38% | |
| 53 | MDYSPDR S&P MIDCAP 400 ETF TR | 9,719 | $5.2B | 0.36% | |
| 54 | AVGOBROADCOM INC | 30,647 | $5.1B | 0.36% | |
| 55 | BCIABRDN ETFS | 237,980 | $5.1B | 0.36% | |
| 56 | AZOAUTOZONE INC | 1,333 | $5.1B | 0.35% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 5,358 | $5.1B | 0.35% | |
| 58 | GOOGLALPHABET INC | 31,629 | $4.9B | 0.34% | |
| 59 | JNJJOHNSON & JOHNSON | 28,653 | $4.8B | 0.33% | |
| 60 | VTIVANGUARD INDEX FDS | 17,206 | $4.7B | 0.33% | |
| 61 | AXPAMERICAN EXPRESS CO | 16,805 | $4.5B | 0.32% | |
| 62 | SPMDSPDR SER TR | 87,490 | $4.5B | 0.31% | |
| 63 | JMUBJ P MORGAN EXCHANGE TRADED F | 88,578 | $4.4B | 0.31% | |
| 64 | QCOMQUALCOMM INC | 28,665 | $4.4B | 0.31% | |
| 65 | PGPROCTER AND GAMBLE CO | 25,652 | $4.4B | 0.30% | |
| 66 | LLYELI LILLY & CO | 5,283 | $4.4B | 0.30% | |
| 67 | IBDRISHARES TR | 179,374 | $4.3B | 0.30% | |
| 68 | SPSMSPDR SER TR | 106,511 | $4.3B | 0.30% | |
| 69 | IBDSISHARES TR | 178,103 | $4.3B | 0.30% | |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 13,958 | $4.3B | 0.30% | |
| 71 | IBDQISHARES TR | 166,457 | $4.2B | 0.29% | |
| 72 | ORCLORACLE CORP | 29,349 | $4.1B | 0.29% | |
| 73 | CSCOCISCO SYS INC | 65,900 | $4.1B | 0.28% | |
| 74 | AMGNAMGEN INC | 12,851 | $4.0B | 0.28% | |
| 75 | ADIANALOG DEVICES INC | 19,754 | $4.0B | 0.28% | |
| 76 | ACNACCENTURE PLC IRELAND | 12,726 | $4.0B | 0.28% | |
| 77 | MCDMCDONALDS CORP | 11,983 | $3.7B | 0.26% | |
| 78 | KRKROGER CO | 55,028 | $3.7B | 0.26% | |
| 79 | EBAEBAY INC. | 51,241 | $3.5B | 0.24% | |
| 80 | MAMASTERCARD INCORPORATED | 6,329 | $3.5B | 0.24% | |
| 81 | SYKSTRYKER CORPORATION | 9,227 | $3.4B | 0.24% | |
| 82 | PEPPEPSICO INC | 21,457 | $3.2B | 0.22% | |
| 83 | BMYBRISTOL-MYERS SQUIBB CO | 51,231 | $3.1B | 0.22% | |
| 84 | ABBVABBVIE INC | 14,537 | $3.0B | 0.21% | |
| 85 | PNCPNC FINL SVCS GROUP INC | 17,238 | $3.0B | 0.21% | |
| 86 | MPCMARATHON PETE CORP | 20,578 | $3.0B | 0.21% | |
| 87 | DHRDANAHER CORPORATION | 13,994 | $2.9B | 0.20% | |
| 88 | SPGIS&P GLOBAL INC | 5,645 | $2.9B | 0.20% | |
| 89 | LOWLOWES COS INC | 12,142 | $2.8B | 0.20% | |
| 90 | PFEPFIZER INC | 111,264 | $2.8B | 0.20% | |
| 91 | MDTMEDTRONIC PLC | 31,135 | $2.8B | 0.20% | |
| 92 | EOGEOG RES INC | 21,898 | $2.8B | 0.20% | |
| 93 | PANWPALO ALTO NETWORKS INC | 15,776 | $2.7B | 0.19% | |
| 94 | DISDISNEY WALT CO | 26,119 | $2.6B | 0.18% | |
| 95 | SCHWSCHWAB CHARLES CORP | 32,478 | $2.5B | 0.18% | |
| 96 | EAELECTRONIC ARTS INC | 16,678 | $2.4B | 0.17% | |
| 97 | CRMSALESFORCE INC | 8,528 | $2.3B | 0.16% | |
| 98 | SPEMSPDR INDEX SHS FDS | 58,103 | $2.3B | 0.16% | |
| 99 | USBUS BANCORP DEL | 52,884 | $2.3B | 0.16% | |
| 100 | AMLPALPS ETF TR | 43,478 | $2.3B | 0.16% |
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