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
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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