Resonant Capital Advisors, LLC Portfolio Holdings
Q3 2025•437 long positions•$1.7B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding459 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $135.8M 7.92% | +$30.0M Bought | — 203.0K shares | 158.1K → 203.0K +$30.0M | +28.35% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $72.5M 4.22% | +$6.6M Bought | — 1.4M shares | 1.3M → 1.4M +$6.6M | +9.96% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $69.3M 4.04% | +$7.0M Bought | — 1.4M shares | 1.2M → 1.4M +$7.0M | +11.32% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $66.6M 3.88% | +$7.7M Bought | — 2.6M shares | 2.3M → 2.6M +$7.7M | +13.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $65.8M 3.83% | +$16.0M Bought | — 822.8K shares | 623.1K → 822.8K +$16.0M | +32.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $58.9M 3.43% | +$1.8M Bought | — 1.0M shares | 985.5K → 1.0M +$1.8M | +3.07% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $48.4M 2.82% | +$3.0M Bought | — 742.4K shares | 696.2K → 742.4K +$3.0M | +6.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $45.7M 2.66% | +$3.6M Bought | — 454.1K shares | 418.2K → 454.1K +$3.6M | +8.59% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $35.3M 2.06% | +$3.6M Bought | — 404.8K shares | 363.4K → 404.8K +$3.6M | +11.37% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $35.3M 2.06% | +$557.3K Bought | — 1.3M shares | 1.3M → 1.3M +$557.3K | +1.6% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $32.9M 1.92% | +$5.4M Bought | — 657.9K shares | 549.7K → 657.9K +$5.4M | +19.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $31.9M 1.86% | +$2.2M Bought | — 268.8K shares | 250.2K → 268.8K +$2.2M | +7.46% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $29.7M 1.73% | +$289.1K Bought | — 691.3K shares | 684.5K → 691.3K +$289.1K | +0.98% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $28.3M 1.65% | -$879.8K Sold | — 42.3K shares | 43.6K → 42.3K −$879.8K | -3.02% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $28.1M 1.64% | +$370.3K Bought | — 902.5K shares | 890.7K → 902.5K +$370.3K | +1.33% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $26.8M 1.56% | -$31.5M Sold | — 123.9K shares | 269.3K → 123.9K −$31.5M | -53.99% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $24.3M 1.41% | +$773.1K Bought | 0.001% 95.3K shares | 92.3K → 95.3K +$773.1K | +3.29% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $23.6M 1.37% | -$163.2K Sold | 0.001% 45.5K shares | 45.8K → 45.5K −$163.2K | -0.69% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.8M 1.33% | +$1.1M Bought | — 254.9K shares | 242.8K → 254.9K +$1.1M | +5.0% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $22.0M 1.28% | +$1.3M Bought | — 333.0K shares | 313.7K → 333.0K +$1.3M | +6.14% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.8M 1.21% | +$165.8K Bought | — 575.7K shares | 571.2K → 575.7K +$165.8K | +0.8% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $20.4M 1.19% | +$109.2K Bought | 0.0% 109.4K shares | 108.8K → 109.4K +$109.2K | +0.54% | $4.54T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $19.9M 1.16% | -$331.4K Sold | — 159.1K shares | 161.7K → 159.1K −$331.4K | -1.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $19.6M 1.14% | -$9.6K Sold | — 234.7K shares | 234.8K → 234.7K −$9.6K | -0.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.8M 1.1% | +$3.5M Bought | — 176.8K shares | 144.1K → 176.8K +$3.5M | +22.69% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $18.8M 1.09% | +$675.1K Bought | — 209.9K shares | 202.4K → 209.9K +$675.1K | +3.73% | — — | Q2 2021 Held for 4y 5m | |
Unknown Unknown | $18.4M 1.07% | -$175.1K Sold | — 253.2K shares | 255.6K → 253.2K −$175.1K | -0.94% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.6M 0.907% | +$1.3M Bought | — 714.0K shares | 656.5K → 714.0K +$1.3M | +8.75% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.5M 0.845% | +$90.0K Bought | — 594.2K shares | 590.5K → 594.2K +$90.0K | +0.62% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $13.8M 0.803% | -$252.4K Sold | — 22.4K shares | 22.8K → 22.4K −$252.4K | -1.8% | — — | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $12.0M 0.7% | +$82.1K Bought | 0.001% 54.7K shares | 54.3K → 54.7K +$82.1K | +0.69% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.0M 0.698% | +$268.7K Bought | — 333.9K shares | 326.4K → 333.9K +$268.7K | +2.29% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $11.6M 0.678% | +$116.6K Bought | 0.001% 23.2K shares | 22.9K → 23.2K +$116.6K | +1.01% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $11.6M 0.677% | -$228.4K Sold | 0.0% 47.7K shares | 48.7K → 47.7K −$228.4K | -1.93% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $11.5M 0.67% | -$316.4K Sold | 0.001% 34.9K shares | 35.8K → 34.9K −$316.4K | -2.68% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.5M 0.668% | +$1.1M Bought | — 239.1K shares | 216.4K → 239.1K +$1.1M | +10.46% | — — | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $11.1M 0.647% | -$38.8K Sold | 0.001% 35.2K shares | 35.3K → 35.2K −$38.8K | -0.35% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.2M 0.594% | +$853.4K Bought | — 178.7K shares | 163.7K → 178.7K +$853.4K | +9.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.1M 0.586% | +$480.8K Bought | — 198.4K shares | 188.9K → 198.4K +$480.8K | +5.02% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.0M 0.581% | +$599.9K Bought | — 196.4K shares | 184.5K → 196.4K +$599.9K | +6.41% | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $9.6M 0.562% | +$189.5K Bought | 0.001% 13.1K shares | 12.9K → 13.1K +$189.5K | +2.0% | $1.84T Mega Cap | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $9.6M 0.558% | +$132.2K Bought | 0.0% 39.4K shares | 38.9K → 39.4K +$132.2K | +1.4% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.0M 0.526% | +$3.5M Bought | — 27.4K shares | 16.8K → 27.4K +$3.5M | +62.82% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.1M 0.472% | -$150.1K Sold | — 101.1K shares | 103.0K → 101.1K −$150.1K | -1.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.0M 0.464% | -$207.4K Sold | — 71.9K shares | 73.8K → 71.9K −$207.4K | -2.54% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.9M 0.463% | -$524.8K Sold | — 60.0K shares | 64.0K → 60.0K −$524.8K | -6.19% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.5M 0.438% | -$470.6K Sold | — 166.5K shares | 176.9K → 166.5K −$470.6K | -5.89% | — — | Q1 2020 Held for 5y 8m | |
Financial - Credit Services Financial Services | $7.3M 0.427% | -$198.3K Sold | 0.001% 21.5K shares | 22.0K → 21.5K −$198.3K | -2.64% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $7.1M 0.414% | -$97.9K Sold | 0.001% 25.3K shares | 25.6K → 25.3K −$97.9K | -1.36% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Distribution Healthcare | $7.0M 0.407% | +$88.2K Bought | 0.007% 9.0K shares | 8.9K → 9.0K +$88.2K | +1.28% | $96.1B Large Cap | Q4 2019 Held for 5y 11m |
