RC

Resonant Capital Advisors, LLC

13F
Resonant Capital Advisors, LLC
Last update 2025-04-28 370 Stocks (33 new)
Value $1.43 Bil Turnover 7 %
Countries:
Top Holdings: IVV(5.85%)JMST(4.54%)MEAR(4.32%)SGOV(3.86%)SCHR(3.78%)
Summary Stock Picks Current Portfolio
Resonant Capital Advisors, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
149,240
83,858.0
+4.15%
5.850
+0.23%
0.010
+19.67%
+7.80%
634,518.9
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
1,279,757
65,075.7
+9.23%
4.540
+0.38%
1.880
+1.32%
+1.92%
4,093.6
 
MEAR
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
1,232,247
61,908.1
+17.14%
4.320
+0.63%
6.550
+1.45%
+2.18%
1,144.0
 
SGOV
iShares 0-3 Month Treasury Bond ETF
550,330
55,401.7
-22.35%
3.860
-1.16%
0.130
+1.06%
+2.35%
51,002.5
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2,181,127
54,222.8
+8.14%
3.780
+0.28%
0.510
+0.85%
+4.06%
10,853.1
 
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
932,231
50,564.2
+4.75%
3.530
+0.16%
2.670
+9.71%
+1.77%
1,786.8
 
VIG
Vanguard Dividend Appreciation FTF
260,256
50,487.0
+2.94%
3.520
+0.10%
0.050
+12.58%
+6.21%
89,349.2
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
593,729
46,868.9
+4.87%
3.270
+0.15%
0.130
+1.88%
+3.77%
35,004.9
 
IJH
iShares Core S&P Mid-Cap ETF
689,009
40,203.7
+3.54%
2.800
+0.10%
0.050
+16.06%
+2.45%
97,230.9
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
1,260,697
29,765.0
+3.88%
2.080
+0.08%
0.170
+12.95%
+5.45%
18,753.1
 

Resonant Capital Advisors, LLC's Historical Top Holdings Breakdowns

Resonant Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-1.16%
●
100.34 ($100.51) 100.68
$100.59
0.08%
Reduce -22.35%
550,330
-158,422
MEAR
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
2025-03-31
Add
Add
+0.63%
●
49.97 ($50.15) 50.36
$50.28
0.26%
Add 17.14%
1,232,247
180,348
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.44%
●
69.57 ($74.78) 78.65
$82.56
10.40%
Add 31.48%
349,502
83,686
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Add
Add
+0.39%
●
78.97 ($83.11) 85.82
$88.30
6.24%
Add 40.9%
235,169
68,260
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+0.38%
●
50.72 ($50.82) 50.92
$50.91
0.19%
Add 9.23%
1,279,757
108,157
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2025-03-31
Add
Add
+0.37%
●
32.9 ($35.31) 37.45
$39.98
13.23%
Add 28.04%
669,986
146,738
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.28%
●
24.05 ($24.48) 24.86
$24.79
1.27%
Add 8.14%
2,181,127
164,189
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.25%
●
50.83 ($53.83) 55.94
$61.05
13.41%
Add 28.14%
303,179
66,572
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.24%
●
28.11 ($30.22) 32
$33.64
11.32%
Add 25.39%
560,423
113,464
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.23%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 4.15%
149,240
5,940

Resonant Capital Advisors, LLC Total Holding History ($B)

To

Resonant Capital Advisors, LLC's Asset Allocation

To

Resonant Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Resonant Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Resonant Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Resonant Capital Advisors, LLC's Holdings Heat Map

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Resonant Capital Advisors, LLC's Holdings Bubble Chart

Resonant Capital Advisors, LLC News

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