Resonant Capital Advisors, LLC
CIK Number: 0001803236
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 614.96 | +0.82% | 143.3K | +1.92% | 84.36M | 383.42 | 6.16% |
| 2 | SGOV | iShares 0-3 Mon... | 100.66 | +0.01% | 708.75K | +0.75% | 71.1M | 100.56 | 5.19% |
| 3 | JMST | JPMorgan Ultra-... | 50.89 | +0.01% | 1.17M | +1.86% | 59.51M | 50.59 | 4.34% |
| 4 | MEAR | iShares Short M... | 50.25 | +0.01% | 1.05M | -6.17% | 52.54M | 49.98 | 3.84% |
| 5 | VIG | Vanguard Divide... | 203.59 | +0.62% | 252.83K | +0.61% | 49.51M | 138.48 | 3.61% |
| 6 | SCHR | Schwab Intermed... | 25.01 | +0.24% | 2.02M | +132.18% | 48.99M | 25.2 | 3.58% |
| 7 | DSTL | Distillate U.S.... | 55.01 | +0.70% | 890K | +0.85% | 48.88M | 37.14 | 3.57% |
| 8 | VCSH | Vanguard Short-... | 79.41 | +0.18% | 566.18K | +8.01% | 44.17M | 78.57 | 3.22% |
| 9 | IJH | iShares Core S&... | 61.88 | +1.38% | 665.47K | +1.20% | 41.47M | 44.97 | 3.03% |
| 10 | FNDX | Schwab Fundamen... | 24.36 | +0.85% | 1.21M | +201.13% | 28.74M | 15.42 | 2.10% |
| 11 | IJR | iShares Core S&... | 109.20 | +1.52% | 241.76K | +1.24% | 27.86M | 86.98 | 2.03% |
| 12 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 45.15K | -0.15% | 26.55M | 371.96 | 1.94% |
| 13 | FNDA | Schwab Fundamen... | 28.63 | +1.44% | 860.54K | +101.59% | 25.56M | 20.66 | 1.87% |
| 14 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 446.76K | +11.66% | 22.4M | 50.13 | 1.63% |
| 15 | AAPL | Apple Inc. | 201.21 | -0.18% | 79.97K | -1.56% | 20.03M | 128.62 | 1.46% |
| 16 | IEFA | iShares Core MS... | 82.55 | +1.22% | 265.82K | +1.55% | 18.68M | 65.2 | 1.36% |
| 17 | RWK | Invesco S&P Mid... | 116.58 | +1.28% | 154.71K | +1.96% | 17.98M | 87.71 | 1.31% |
| 18 | FNDF | Schwab Fundamen... | 39.70 | +1.19% | 523.25K | -0.53% | 17.38M | 28.02 | 1.27% |
| 19 | JSMD | Janus Henderson... | 76.87 | +1.15% | 226.39K | +3.22% | 17M | 57.8 | 1.24% |
| 20 | XLE | Energy Select S... | 85.73 | +1.41% | 193.51K | +1.39% | 16.58M | 65.9 | 1.21% |
| 21 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 37.57K | +1.06% | 15.84M | 261.33 | 1.16% |
| 22 | SCHO | Schwab Short-Te... | 24.37 | +0.08% | 591.85K | +100.75% | 14.24M | 24.08 | 1.04% |
| 23 | MUB | iShares Nationa... | 104.33 | +0.13% | 126.27K | +9.92% | 13.45M | 106.58 | 0.98% |
| 24 | VIGI | Vanguard Intern... | 89.36 | +1.32% | 166.91K | +2.49% | 13.35M | 69.18 | 0.97% |
| 25 | FNDE | Schwab Fundamen... | 33.09 | +0.90% | 446.96K | +0.23% | 12.98M | 26.59 | 0.95% |
| 26 | IEMG | iShares Core MS... | 59.96 | +0.69% | 236.61K | +1.41% | 12.36M | 51.25 | 0.90% |
| 27 | IAU | iShares Gold Tr... | 62.80 | -0.09% | 245.96K | +0.29% | 12.18M | 34.84 | 0.89% |
| 28 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 21.93K | -1.53% | 11.82M | 365.13 | 0.86% |
| 29 | COMB | GraniteShares B... | 21.07 | +0.14% | 567.51K | +2.97% | 11.32M | 21.89 | 0.83% |
| 30 | SCHP | Schwab U.S. TIP... | 26.64 | +0.30% | 416.09K | +125.94% | 10.75M | 27.81 | 0.78% |
| 31 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 209.84K | +3.48% | 10.61M | 50.21 | 0.77% |
| 32 | ICSH | iShares Ultra S... | 50.67 | +0.04% | 207.54K | +3.69% | 10.47M | 50.38 | 0.76% |
| 33 | DSMC | Distillate Smal... | 32.45 | +1.24% | 289.47K | +3.90% | 10.12M | 34.58 | 0.74% |
| 34 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 44.8K | +3.08% | 9.83M | 140.63 | 0.72% |
| 35 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 21.55K | +0.16% | 9.77M | 274.01 | 0.71% |
| 36 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 68.94K | +1.08% | 9.26M | 54.5 | 0.68% |
| 37 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 47.47K | -0.09% | 9.04M | 94.07 | 0.66% |
| 38 | DFNM | Dimensional Nat... | 47.28 | +0.01% | 188.03K | +16.66% | 8.98M | 48.32 | 0.66% |
| 39 | JEPI | JPMorgan Equity... | 56.44 | +0.13% | 145.67K | +4.39% | 8.43M | 55.61 | 0.62% |
| 40 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 32.74K | +0.45% | 7.85M | 147.68 | 0.57% |
| 41 | PRF | Invesco FTSE RA... | 41.94 | +0.99% | 186.22K | -1.31% | 7.51M | 25.32 | 0.55% |
| 42 | PKW | Invesco BuyBack... | 122.49 | +1.37% | 64.08K | 0.00% | 7.38M | 78.2 | 0.54% |
| 43 | RWL | Invesco S&P 500... | 103.36 | +0.84% | 74.02K | 0.00% | 7.25M | 64.59 | 0.53% |
| 44 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 31.04K | -0.6% | 7.2M | 97.97 | 0.53% |
| 45 | V | Visa Inc. | 346.26 | +0.29% | 20.01K | +1.41% | 6.32M | 216.34 | 0.46% |
| 46 | META | Meta Platforms,... | 726.45 | +2.51% | 10.34K | +5.18% | 6.05M | 394.96 | 0.44% |
| 47 | PGR | The Progressive... | 261.70 | +0.78% | 25.11K | -1.49% | 6.02M | 84.4 | 0.44% |
| 48 | IGSB | iShares 1-5 Yea... | 52.70 | +0.18% | 115.01K | +5.79% | 5.95M | 51.06 | 0.43% |
| 49 | IDEV | iShares Core MS... | 75.30 | +1.22% | 91.5K | +3.52% | 5.9M | 58.71 | 0.43% |
| 50 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 30.23K | +7.95% | 5.72M | 132.95 | 0.42% |
| 51 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 9.72K | 0.00% | 5.56M | 412.21 | 0.41% |
| 52 | VGIT | Vanguard Interm... | 59.74 | +0.23% | 90.42K | +14.06% | 5.24M | 60.32 | 0.38% |
| 53 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 48.34K | -1.67% | 5.2M | 68.1 | 0.38% |
| 54 | VTI | Vanguard Total ... | 302.04 | +0.90% | 17.69K | +0.06% | 5.13M | 185.97 | 0.37% |
| 55 | COST | Costco Wholesal... | 983.03 | -0.36% | 5.51K | +0.42% | 5.05M | 384.93 | 0.37% |
| 56 | AXP | American Expres... | 311.66 | +0.99% | 16.96K | -0.81% | 5.04M | 125.93 | 0.37% |
| 57 | CVX | Chevron Corpora... | 144.42 | +0.83% | 34.23K | +3.09% | 4.96M | 116.61 | 0.36% |
| 58 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 29.56K | -0.35% | 4.93M | 77.03 | 0.36% |
| 59 | MCK | McKesson Corpor... | 722.75 | +0.60% | 8.6K | -0.44% | 4.91M | 168.98 | 0.36% |
| 60 | BCI | abrdn Bloomberg... | 20.85 | +0.29% | 247.75K | +3.95% | 4.89M | 20.46 | 0.36% |
| 61 | SPSM | SPDR Portfolio ... | 42.55 | +1.49% | 102.75K | +5.51% | 4.62M | 38.74 | 0.34% |
| 62 | SPMD | SPDR Portfolio ... | 54.24 | +1.36% | 84.2K | -4.2% | 4.61M | 43.25 | 0.34% |
| 63 | ACN | Accenture plc | 296.02 | +0.48% | 12.68K | +0.49% | 4.46M | 244.77 | 0.33% |
| 64 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 27.82K | -0.46% | 4.27M | 110.93 | 0.31% |
| 65 | IBDR | iShares iBonds ... | 24.23 | +0.08% | 177.3K | +45.56% | 4.27M | 24.14 | 0.31% |
| 66 | AZO | AutoZone, Inc. | 3521.23 | +0.91% | 1.32K | -0.83% | 4.22M | 1432.33 | 0.31% |
| 67 | IBDQ | iShares iBonds ... | 25.15 | +0.04% | 168.13K | +41.05% | 4.21M | 25.02 | 0.31% |
| 68 | JMUB | JPMorgan Munici... | 49.58 | +0.09% | 83.44K | +22.43% | 4.19M | 50.82 | 0.31% |
| 69 | IBDS | iShares iBonds ... | 24.26 | +0.21% | 171.85K | +53.44% | 4.12M | 24.12 | 0.30% |
| 70 | ADI | Analog Devices,... | 237.38 | +1.15% | 19.13K | +0.02% | 4.06M | 136 | 0.30% |
| 71 | PG | The Procter & G... | 158.66 | -0.19% | 23.94K | +2.03% | 4.01M | 141.74 | 0.29% |
| 72 | ADP | Automatic Data ... | 303.09 | +1.64% | 13.59K | -0.04% | 4M | 180.61 | 0.29% |
| 73 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 5K | +1.40% | 3.86M | 339.48 | 0.28% |
| 74 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 26.29K | +1.37% | 3.8M | 156.5 | 0.28% |
| 75 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 63.23K | +2.60% | 3.74M | 50.03 | 0.27% |
| 76 | MCD | McDonald's Corp... | 285.78 | +0.08% | 11.59K | -1.23% | 3.36M | 219.05 | 0.25% |
| 77 | SYK | Stryker Corpora... | 390.56 | -0.43% | 9.2K | -0.55% | 3.32M | 231.57 | 0.24% |
| 78 | PNC | The PNC Financi... | 185.72 | +1.76% | 16.96K | -0.38% | 3.27M | 157.24 | 0.24% |
| 79 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 21.09K | +1.30% | 3.23M | 149.07 | 0.24% |
| 80 | KR | The Kroger Co. | 71.28 | -1.32% | 52.34K | +0.67% | 3.2M | 34.24 | 0.23% |
| 81 | EBAY | eBay Inc. | 73.67 | -1.13% | 50.75K | -0.56% | 3.14M | 48.35 | 0.23% |
| 82 | DHR | Danaher Corpora... | 201.71 | +0.35% | 13.65K | +0.55% | 3.14M | 171.42 | 0.23% |
| 83 | MA | Mastercard Inco... | 546.24 | -0.63% | 5.95K | +6.52% | 3.13M | 418.27 | 0.23% |
| 84 | AMGN | Amgen Inc. | 279.05 | -0.47% | 11.99K | -1.87% | 3.13M | 238.12 | 0.23% |
| 85 | LOW | Lowe's Companie... | 221.42 | +0.33% | 11.97K | +0.67% | 2.96M | 153.1 | 0.22% |
| 86 | PFE | Pfizer Inc. | 24.28 | +0.08% | 110.51K | +2.30% | 2.93M | 37.76 | 0.21% |
| 87 | DIS | The Walt Disney... | 121.64 | +1.86% | 26.01K | +2.45% | 2.91M | 96.35 | 0.21% |
| 88 | MPC | Marathon Petrol... | 167.49 | +1.09% | 20.39K | +0.58% | 2.84M | 88.94 | 0.21% |
| 89 | PANW | Palo Alto Netwo... | 202.23 | -1.01% | 15.63K | +101.94% | 2.84M | 103.48 | 0.21% |
| 90 | BMY | Bristol-Myers S... | 46.69 | +0.01% | 49.56K | -0.69% | 2.8M | 59.57 | 0.20% |
| 91 | SPGI | S&P Global Inc. | 515.63 | -1.09% | 5.57K | +0.45% | 2.77M | 415.61 | 0.20% |
| 92 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 7.96K | +10.53% | 2.66M | 259 | 0.19% |
| 93 | PYPL | PayPal Holdings... | 73.22 | +0.20% | 30.64K | +1.11% | 2.61M | 75.5 | 0.19% |
| 94 | EOG | EOG Resources, ... | 121.07 | +1.04% | 21.21K | +1.76% | 2.6M | 120.22 | 0.19% |
| 95 | USB | U.S. Bancorp | 45.64 | +1.83% | 53.66K | -15.48% | 2.59M | 45.61 | 0.19% |
| 96 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 14.39K | -0.83% | 2.56M | 116.26 | 0.19% |
| 97 | SCHW | The Charles Sch... | 89.52 | -0.32% | 32.47K | +1.82% | 2.4M | 53.64 | 0.18% |
| 98 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 5.88K | +5.75% | 2.37M | 226.85 | 0.17% |
| 99 | MDT | Medtronic plc | 86.28 | +0.36% | 29.3K | -0.58% | 2.36M | 85.83 | 0.17% |
| 100 | EA | Electronic Arts... | 157.71 | -0.07% | 15.97K | +3.15% | 2.34M | 133.73 | 0.17% |
| 101 | IWR | iShares Russell... | 91.43 | +0.95% | 26.02K | 0.00% | 2.3M | 70.5 | 0.17% |
| 102 | DFAS | Dimensional U.S... | 63.59 | +1.49% | 33.59K | +2.96% | 2.19M | 59.78 | 0.16% |
| 103 | BDX | Becton, Dickins... | 169.88 | -0.6% | 9.42K | -0.52% | 2.14M | 253.47 | 0.16% |
| 104 | IEI | iShares 3-7 Yea... | 119.01 | +0.24% | 18.23K | 0.00% | 2.11M | 117.13 | 0.15% |
| 105 | HD | The Home Depot,... | 363.71 | +0.51% | 5.39K | -0.37% | 2.1M | 257.36 | 0.15% |
| 106 | AMLP | Alerian MLP ETF | 48.83 | +1.67% | 43.43K | -0.17% | 2.09M | 33.55 | 0.15% |
| 107 | SPEM | SPDR Portfolio ... | 42.67 | +0.85% | 54.06K | +4.07% | 2.07M | 35.78 | 0.15% |
| 108 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 4.01K | +0.22% | 2.05M | 213.56 | 0.15% |
| 109 | FNDB | Schwab Fundamen... | 23.79 | +0.83% | 84.14K | +207.12% | 1.96M | 17.74 | 0.14% |
| 110 | CSX | CSX Corporation | 32.60 | +0.34% | 60.51K | +8.12% | 1.95M | 33.65 | 0.14% |
| 111 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 2.13K | +2.84% | 1.9M | 503.32 | 0.14% |
| 112 | SBUX | Starbucks Corpo... | 91.88 | +0.85% | 19.12K | -0.63% | 1.74M | 92.66 | 0.13% |
| 113 | ADBE | Adobe Inc. | 385.00 | -0.66% | 3.92K | +1.58% | 1.74M | 529.48 | 0.13% |
| 114 | BSMQ | Invesco BulletS... | 23.58 | +0.21% | 71.7K | -17.14% | 1.69M | 23.47 | 0.12% |
| 115 | DVN | Devon Energy Co... | 32.47 | +1.06% | 51.64K | +2.92% | 1.69M | 33.49 | 0.12% |
| 116 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 21.99K | -1.17% | 1.66M | 71.72 | 0.12% |
| 117 | BSMP | Invesco BulletS... | 24.52 | -0.02% | 66.28K | -17.6% | 1.62M | 24.53 | 0.12% |
| 118 | GILD | Gilead Sciences... | 107.67 | +1.65% | 17.48K | +16.23% | 1.61M | 85.03 | 0.12% |
| 119 | TXN | Texas Instrumen... | 206.37 | +0.48% | 8.6K | +0.48% | 1.61M | 173.93 | 0.12% |
| 120 | DOCU | DocuSign, Inc. | 75.56 | +0.73% | 17.59K | +0.43% | 1.58M | 78.53 | 0.12% |
| 121 | ABT | Abbott Laborato... | 133.70 | -2.69% | 13.52K | +0.87% | 1.53M | 97.59 | 0.11% |
| 122 | SUSA | iShares MSCI US... | 125.36 | +0.55% | 12.22K | -1.99% | 1.49M | 84.94 | 0.11% |
| 123 | SJM | The J. M. Smuck... | 96.04 | +0.34% | 13.37K | +1.52% | 1.47M | 111.6 | 0.11% |
| 124 | VMBS | Vanguard Mortga... | 46.35 | +0.47% | 31.16K | +0.00% | 1.41M | 45.99 | 0.10% |
| 125 | APH | Amphenol Corpor... | 97.03 | +0.01% | 20.24K | +1.96% | 1.41M | 36.8 | 0.10% |
| 126 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 3.3K | 0.00% | 1.41M | 285.1 | 0.10% |
| 127 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 20.3K | 0.00% | 1.4M | 61.42 | 0.10% |
| 128 | UPS | United Parcel S... | 100.72 | +1.36% | 11.05K | +1.46% | 1.39M | 167.43 | 0.10% |
| 129 | PRFZ | Invesco FTSE RA... | 40.60 | +1.46% | 33.49K | -8.81% | 1.39M | 32.5 | 0.10% |
| 130 | EQT | EQT Corporation | 58.14 | -0.15% | 29.97K | +1.33% | 1.38M | 20.48 | 0.10% |
| 131 | SGOL | abrdn Physical ... | 31.77 | -0.11% | 55.12K | +1.48% | 1.38M | 16.98 | 0.10% |
| 132 | IQDG | WisdomTree Inte... | 38.97 | +0.93% | 39.36K | +9.67% | 1.35M | 34.57 | 0.10% |
| 133 | CPRT | Copart, Inc. | 48.26 | +0.24% | 23.38K | +2.49% | 1.34M | 28.59 | 0.10% |
| 134 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 2.63K | +1.66% | 1.33M | 517.25 | 0.10% |
| 135 | ORLY | O'Reilly Automo... | 88.22 | +0.43% | 1.03K | +1.28% | 1.22M | 674.67 | 0.09% |
| 136 | LIN | Linde plc | 464.83 | +1.01% | 2.91K | -0.68% | 1.22M | 399.93 | 0.09% |
| 137 | BSCP | Invesco BulletS... | 20.68 | +0.02% | 57.17K | -1.21% | 1.18M | 20.42 | 0.09% |
| 138 | WMT | Walmart Inc. | 96.16 | -1.13% | 12.49K | +5.62% | 1.13M | 60.02 | 0.08% |
| 139 | MKL | Markel Corporat... | 1996.57 | +1.61% | 647 | +0.47% | 1.12M | 1229.09 | 0.08% |
| 140 | RHI | Robert Half Int... | 41.39 | +1.25% | 15.78K | +2.08% | 1.11M | 82.44 | 0.08% |
| 141 | IT | Gartner, Inc. | 404.36 | +0.43% | 2.29K | +1.06% | 1.11M | 231.48 | 0.08% |
| 142 | SFM | Sprouts Farmers... | 160.42 | -2.55% | 8.66K | +0.28% | 1.1M | 50.54 | 0.08% |
| 143 | IBDT | iShares iBonds ... | 25.39 | +0.15% | 44.14K | +43.61% | 1.1M | 24.87 | 0.08% |
| 144 | WRB | W. R. Berkley C... | 72.41 | +0.85% | 18.29K | +0.61% | 1.07M | 35.08 | 0.08% |
| 145 | RTX | RTX Corporation | 142.71 | +0.94% | 9.07K | +0.48% | 1.05M | 80.18 | 0.08% |
| 146 | CAH | Cardinal Health... | 165.59 | +1.12% | 8.7K | +1.87% | 1.03M | 60.95 | 0.08% |
| 147 | FAST | Fastenal Compan... | 41.34 | +0.54% | 14.27K | +1.26% | 1.03M | 45.8 | 0.07% |
| 148 | IWF | iShares Russell... | 419.42 | +0.96% | 2.55K | -3.15% | 1.03M | 199.82 | 0.07% |
| 149 | XLU | Utilities Selec... | 81.15 | +0.81% | 13.46K | -0.1% | 1.02M | 66.6 | 0.07% |
| 150 | SPIP | SPDR Portfolio ... | 26.02 | +0.26% | 38.47K | +13.57% | 973.63K | 26.77 | 0.07% |