Resonant Capital Advisors, LLC Buys Marqeta Inc, Vanguard Tax-Exempt Bond ETF, iShares National Muni Bond ETF, Sells Xilinx Inc, Biogen Inc, Citrix Systems Inc

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Jan 26, 2022
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Investment company Resonant Capital Advisors, LLC (Current Portfolio) buys Marqeta Inc, Vanguard Tax-Exempt Bond ETF, iShares National Muni Bond ETF, Apple Inc, Amazon.com Inc, sells Xilinx Inc, Biogen Inc, Citrix Systems Inc, Exelixis Inc, Citigroup Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Resonant Capital Advisors, LLC. As of 2021Q4, Resonant Capital Advisors, LLC owns 204 stocks with a total value of $665 million. These are the details of the buys and sells.

For the details of Resonant Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/resonant+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Resonant Capital Advisors, LLC
  1. iShares Core S&P 500 ETF (IVV) - 106,173 shares, 7.62% of the total portfolio. Shares added by 4.65%
  2. Vanguard Dividend Appreciation FTF (VIG) - 215,572 shares, 5.57% of the total portfolio. Shares added by 6.79%
  3. iShares Core S&P Mid-Cap ETF (IJH) - 115,638 shares, 4.92% of the total portfolio. Shares added by 4.35%
  4. Distillate U.S. Fundamental Stability & Value ETF (DSTL) - 646,424 shares, 4.50% of the total portfolio. Shares added by 6.48%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 359,018 shares, 4.39% of the total portfolio. Shares added by 8.43%
New Purchase: Marqeta Inc (MQ)

Resonant Capital Advisors, LLC initiated holding in Marqeta Inc. The purchase prices were between $15.76 and $33.25, with an estimated average price of $22.3. The stock is now traded at around $10.740000. The impact to a portfolio due to this purchase was 0.52%. The holding were 200,000 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Resonant Capital Advisors, LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $937.410000. The impact to a portfolio due to this purchase was 0.06%. The holding were 372 shares as of 2021-12-31.

New Purchase: Broadstone Net Lease Inc (BNL)

Resonant Capital Advisors, LLC initiated holding in Broadstone Net Lease Inc. The purchase prices were between $23.52 and $26.95, with an estimated average price of $25.57. The stock is now traded at around $22.320000. The impact to a portfolio due to this purchase was 0.06%. The holding were 15,644 shares as of 2021-12-31.

New Purchase: Netflix Inc (NFLX)

Resonant Capital Advisors, LLC initiated holding in Netflix Inc. The purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $359.700000. The impact to a portfolio due to this purchase was 0.06%. The holding were 615 shares as of 2021-12-31.

New Purchase: Broadcom Inc (AVGO)

Resonant Capital Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $557.120000. The impact to a portfolio due to this purchase was 0.05%. The holding were 456 shares as of 2021-12-31.

New Purchase: Exact Sciences Corp (EXAS)

Resonant Capital Advisors, LLC initiated holding in Exact Sciences Corp. The purchase prices were between $72.5 and $100.68, with an estimated average price of $87.97. The stock is now traded at around $68.890000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,124 shares as of 2021-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Resonant Capital Advisors, LLC added to a holding in Vanguard Tax-Exempt Bond ETF by 33.92%. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $53.740000. The impact to a portfolio due to this purchase was 0.46%. The holding were 219,307 shares as of 2021-12-31.

Added: iShares National Muni Bond ETF (MUB)

Resonant Capital Advisors, LLC added to a holding in iShares National Muni Bond ETF by 43.60%. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $113.900000. The impact to a portfolio due to this purchase was 0.36%. The holding were 68,547 shares as of 2021-12-31.

Added: Apple Inc (AAPL)

Resonant Capital Advisors, LLC added to a holding in Apple Inc by 21.64%. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $159.690000. The impact to a portfolio due to this purchase was 0.23%. The holding were 49,119 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Resonant Capital Advisors, LLC added to a holding in Amazon.com Inc by 23.29%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $2777.450000. The impact to a portfolio due to this purchase was 0.09%. The holding were 990 shares as of 2021-12-31.

Added: JPMorgan Ultra-Short Municipal Income ETF (JMST)

Resonant Capital Advisors, LLC added to a holding in JPMorgan Ultra-Short Municipal Income ETF by 45.47%. The purchase prices were between $50.97 and $51.07, with an estimated average price of $51.02. The stock is now traded at around $50.840000. The impact to a portfolio due to this purchase was 0.04%. The holding were 17,253 shares as of 2021-12-31.

Added: Cardinal Health Inc (CAH)

Resonant Capital Advisors, LLC added to a holding in Cardinal Health Inc by 48.86%. The purchase prices were between $45.87 and $52.17, with an estimated average price of $49.05. The stock is now traded at around $50.800000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,279 shares as of 2021-12-31.

Sold Out: Biogen Inc (BIIB)

Resonant Capital Advisors, LLC sold out a holding in Biogen Inc. The sale prices were between $223.92 and $287.77, with an estimated average price of $256.27.

Sold Out: Citrix Systems Inc (CTXS)

Resonant Capital Advisors, LLC sold out a holding in Citrix Systems Inc. The sale prices were between $78.72 and $106.47, with an estimated average price of $91.07.

Sold Out: Exelixis Inc (EXEL)

Resonant Capital Advisors, LLC sold out a holding in Exelixis Inc. The sale prices were between $15.84 and $21.88, with an estimated average price of $19.07.

Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)

Resonant Capital Advisors, LLC sold out a holding in iShares iBonds Dec 2021 Term Corporate ETF. The sale prices were between $24.7 and $24.74, with an estimated average price of $24.72.

Sold Out: iShares iBonds Dec 2024 Term Corporate ETF (IBDP)

Resonant Capital Advisors, LLC sold out a holding in iShares iBonds Dec 2024 Term Corporate ETF. The sale prices were between $25.84 and $26.16, with an estimated average price of $25.97.

Sold Out: Citigroup Inc (C)

Resonant Capital Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.



Here is the complete portfolio of Resonant Capital Advisors, LLC. Also check out:

1. Resonant Capital Advisors, LLC's Undervalued Stocks
2. Resonant Capital Advisors, LLC's Top Growth Companies, and
3. Resonant Capital Advisors, LLC's High Yield stocks
4. Stocks that Resonant Capital Advisors, LLC keeps buying
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