Resonant Capital Advisors, LLC
CIK Number: 0001803236
Main Sectors:
Top Industries:
Filing Date: Apr 28, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | IVV | iShares Core S&... | 650.45 | -0.27% | 149.24K | +4.15% | 83.86M | 390.52 | 5.85% | Share |
2 | JMST | JPMorgan Ultra-... | 51.02 | +0.13% | 1.28M | +9.23% | 65.08M | 50.61 | 4.54% | Share |
3 | MEAR | iShares Short M... | 50.46 | +0.08% | 1.23M | +17.14% | 61.91M | 50.01 | 4.32% | Share |
4 | SGOV | iShares 0-3 Mon... | 100.45 | +0.03% | 550.33K | -22.35% | 55.4M | 100.56 | 3.86% | Share |
5 | SCHR | Schwab Intermed... | 25.21 | +0.34% | 2.18M | +8.14% | 54.22M | 25.17 | 3.78% | Share |
6 | DSTL | Distillate U.S.... | 57.70 | +0.46% | 932.23K | +4.75% | 50.56M | 37.91 | 3.53% | Share |
7 | VIG | Vanguard Divide... | 211.97 | +0.09% | 260.26K | +2.94% | 50.49M | 140.06 | 3.52% | Share |
8 | VCSH | Vanguard Short-... | 79.88 | +0.14% | 593.73K | +4.87% | 46.87M | 78.59 | 3.27% | Share |
9 | IJH | iShares Core S&... | 66.05 | +0.49% | 689.01K | +3.54% | 40.2M | 45.43 | 2.80% | Share |
10 | FNDX | Schwab Fundamen... | 25.85 | -0.17% | 1.26M | +3.88% | 29.77M | 15.72 | 2.08% | Share |
11 | IEFA | iShares Core MS... | 85.86 | +0.53% | 349.5K | +31.48% | 26.44M | 67.71 | 1.84% | Share |
12 | IJR | iShares Core S&... | 119.11 | +0.29% | 248.24K | +2.68% | 25.96M | 87.44 | 1.81% | Share |
13 | VTEB | Vanguard Tax-Ex... | 49.35 | +0.60% | 514.11K | +15.08% | 25.51M | 50.06 | 1.78% | Share |
14 | SPY | SPDR S&P 500 ET... | 647.21 | -0.29% | 44.78K | -0.83% | 25.13M | 371.96 | 1.75% | Share |
15 | FNDF | Schwab Fundamen... | 42.21 | +0.43% | 669.99K | +28.04% | 24.21M | 29.8 | 1.69% | Share |
16 | FNDA | Schwab Fundamen... | 31.54 | +0.49% | 879.4K | +2.19% | 24.09M | 20.81 | 1.68% | Share |
17 | VIGI | Vanguard Intern... | 89.71 | +0.35% | 235.17K | +40.90% | 19.5M | 73.17 | 1.36% | Share |
18 | XLE | Energy Select S... | 87.35 | -1.94% | 201.75K | +4.26% | 18.85M | 67.02 | 1.32% | Share |
19 | AAPL | Apple Inc. | 239.69 | -0.04% | 82.12K | +2.69% | 18.24M | 131.07 | 1.27% | Share |
20 | RWK | Invesco S&P Mid... | 127.78 | +0.39% | 162.54K | +5.06% | 17.53M | 88.68 | 1.22% | Share |
21 | FNDE | Schwab Fundamen... | 34.66 | +1.12% | 560.42K | +25.39% | 17.26M | 27.44 | 1.20% | Share |
22 | JSMD | Janus Henderson... | 83.29 | +0.20% | 235.88K | +4.19% | 16.52M | 58.29 | 1.15% | Share |
23 | IEMG | iShares Core MS... | 62.79 | +1.21% | 303.18K | +28.14% | 16.36M | 51.85 | 1.14% | Share |
24 | SCHO | Schwab Short-Te... | 24.39 | +0.16% | 623.21K | +5.30% | 15.17M | 24.09 | 1.06% | Share |
25 | IAU | iShares Gold Tr... | 67.75 | +1.26% | 252.9K | +2.82% | 14.91M | 35.5 | 1.04% | Share |
26 | MUB | iShares Nationa... | 105.20 | +0.63% | 136.38K | +8.01% | 14.38M | 106.5 | 1.00% | Share |
27 | MSFT | Microsoft Corpo... | 495.00 | -2.55% | 38.15K | +1.54% | 14.32M | 263.07 | 1.00% | Share |
28 | COMB | GraniteShares B... | 21.21 | -0.33% | 638.75K | +12.55% | 13.86M | 21.86 | 0.97% | Share |
29 | SCHP | Schwab U.S. TIP... | 26.98 | +0.37% | 454.45K | +9.22% | 12.22M | 27.73 | 0.85% | Share |
30 | BRK-B | Berkshire Hatha... | 499.86 | -1.39% | 22.24K | +3.23% | 11.85M | 282.1 | 0.83% | Share |
31 | JPST | JPMorgan Ultra-... | 50.64 | +0.08% | 224.91K | +7.18% | 11.39M | 50.24 | 0.79% | Share |
32 | DFNM | Dimensional Nat... | 47.72 | +0.37% | 236.14K | +25.59% | 11.23M | 48.17 | 0.78% | Share |
33 | ICSH | iShares Ultra S... | 50.63 | +0.06% | 219.78K | +5.90% | 11.14M | 50.4 | 0.78% | Share |
34 | VOO | Vanguard S&P 50... | 595.02 | -0.26% | 21.65K | -1.26% | 11.13M | 365.13 | 0.78% | Share |
35 | DSMC | Distillate Smal... | 36.60 | +0.38% | 306.08K | +5.74% | 9.66M | 34.41 | 0.67% | Share |
36 | NVDA | NVIDIA Corporat... | 167.02 | -2.7% | 87.34K | +26.69% | 9.47M | 65.86 | 0.66% | Share |
37 | JEPI | JPMorgan Equity... | 56.76 | -0.01% | 160.59K | +10.25% | 9.18M | 55.75 | 0.64% | Share |
38 | AMZN | Amazon.com, Inc... | 232.33 | -1.42% | 47.17K | +5.29% | 8.97M | 143.12 | 0.63% | Share |
39 | JPM | JPMorgan Chase ... | 294.56 | -3.05% | 32.59K | -0.48% | 7.99M | 147.68 | 0.56% | Share |
40 | PRF | Invesco FTSE RA... | 44.46 | -0.2% | 186.22K | 0.00% | 7.53M | 25.32 | 0.52% | Share |
41 | GOOG | Alphabet Inc. | 235.17 | +1.08% | 47.14K | -0.69% | 7.36M | 94.07 | 0.51% | Share |
42 | RWL | Invesco S&P 500... | 108.44 | -0.18% | 74.02K | 0.00% | 7.35M | 64.59 | 0.51% | Share |
43 | PKW | Invesco BuyBack... | 131.00 | -0.42% | 63.96K | -0.19% | 7.21M | 78.2 | 0.50% | Share |
44 | PGR | The Progressive... | 243.87 | -2.06% | 25.21K | +0.41% | 7.13M | 85.21 | 0.50% | Share |
45 | V | Visa Inc. | 343.12 | -2.24% | 20.33K | +1.60% | 7.12M | 218.45 | 0.50% | Share |
46 | IDEV | iShares Core MS... | 78.70 | +0.46% | 103.14K | +12.72% | 7.11M | 59.86 | 0.50% | Share |
47 | META | Meta Platforms,... | 752.45 | +0.51% | 10.94K | +5.75% | 6.3M | 404.83 | 0.44% | Share |
48 | IGSB | iShares 1-5 Yea... | 53.00 | +0.15% | 118.77K | +3.27% | 6.22M | 51.1 | 0.43% | Share |
49 | XOM | Exxon Mobil Cor... | 109.25 | -2.81% | 51.87K | +7.29% | 6.17M | 71.56 | 0.43% | Share |
50 | MCK | McKesson Corpor... | 687.11 | -0.63% | 8.91K | +3.63% | 6M | 186.62 | 0.42% | Share |
51 | CVX | Chevron Corpora... | 153.64 | -2.57% | 35.83K | +4.68% | 5.99M | 118.88 | 0.42% | Share |
52 | VGIT | Vanguard Interm... | 60.24 | +0.32% | 91.63K | +1.33% | 5.44M | 60.31 | 0.38% | Share |
53 | MDY | SPDR S&P MIDCAP... | 602.98 | +0.48% | 9.72K | 0.00% | 5.2M | 412.21 | 0.36% | Share |
54 | AVGO | Broadcom Inc. | 334.89 | +9.41% | 30.65K | -1.28% | 5.13M | 97.97 | 0.36% | Share |
55 | BCI | abrdn Bloomberg... | 20.99 | -0.38% | 237.98K | -3.94% | 5.11M | 20.46 | 0.36% | Share |
56 | AZO | AutoZone, Inc. | 4216.74 | -0.38% | 1.33K | +1.06% | 5.08M | 1457.33 | 0.35% | Share |
57 | COST | Costco Wholesal... | 963.48 | +0.79% | 5.36K | -2.74% | 5.07M | 384.93 | 0.35% | Share |
58 | GOOGL | Alphabet Inc. | 235.00 | +1.16% | 31.63K | +4.64% | 4.89M | 133.91 | 0.34% | Share |
59 | JNJ | Johnson & Johns... | 178.39 | -0.21% | 28.65K | +9.00% | 4.75M | 157.27 | 0.33% | Share |
60 | VTI | Vanguard Total ... | 319.56 | -0.18% | 17.21K | -2.76% | 4.73M | 185.97 | 0.33% | Share |
61 | AXP | American Expres... | 326.39 | -1.29% | 16.8K | -0.94% | 4.52M | 125.93 | 0.32% | Share |
62 | SPMD | SPDR Portfolio ... | 57.89 | +0.49% | 87.49K | +3.90% | 4.48M | 43.55 | 0.31% | Share |
63 | JMUB | JPMorgan Munici... | 49.87 | +0.56% | 88.58K | +6.16% | 4.43M | 50.77 | 0.31% | Share |
64 | QCOM | QUALCOMM Incorp... | 159.84 | +0.08% | 28.66K | +3.05% | 4.4M | 112.19 | 0.31% | Share |
65 | PG | The Procter & G... | 160.06 | +0.55% | 25.65K | +7.16% | 4.37M | 143.65 | 0.30% | Share |
66 | LLY | Eli Lilly and C... | 726.85 | -2.16% | 5.28K | +5.74% | 4.36M | 365.91 | 0.30% | Share |
67 | IBDR | iShares iBonds ... | 24.23 | +0.10% | 179.37K | +1.17% | 4.34M | 24.14 | 0.30% | Share |
68 | SPSM | SPDR Portfolio ... | 46.43 | +0.30% | 106.51K | +3.66% | 4.34M | 38.81 | 0.30% | Share |
69 | IBDS | iShares iBonds ... | 24.30 | +0.09% | 178.1K | +3.64% | 4.31M | 24.12 | 0.30% | Share |
70 | ADP | Automatic Data ... | 295.97 | -1.73% | 13.96K | +2.69% | 4.28M | 183.88 | 0.30% | Share |
71 | IBDQ | iShares iBonds ... | 25.11 | +0.06% | 166.46K | -1% | 4.19M | 25.02 | 0.29% | Share |
72 | ORCL | Oracle Corporat... | 232.80 | +4.39% | 29.35K | -0.73% | 4.1M | 77.03 | 0.29% | Share |
73 | CSCO | Cisco Systems, ... | 66.90 | -1.6% | 65.9K | +4.22% | 4.07M | 50.5 | 0.28% | Share |
74 | AMGN | Amgen Inc. | 283.64 | +1.26% | 12.85K | +7.15% | 4M | 243.02 | 0.28% | Share |
75 | ADI | Analog Devices,... | 247.07 | +0.39% | 19.75K | +3.27% | 3.98M | 138.08 | 0.28% | Share |
76 | ACN | Accenture plc | 254.97 | +0.80% | 12.73K | +0.39% | 3.97M | 245.03 | 0.28% | Share |
77 | MCD | McDonald's Corp... | 314.46 | -0.8% | 11.98K | +3.40% | 3.74M | 222.12 | 0.26% | Share |
78 | KR | The Kroger Co. | 67.76 | -0.12% | 55.03K | +5.14% | 3.72M | 35.87 | 0.26% | Share |
79 | EBAY | eBay Inc. | 92.66 | -0.4% | 51.24K | +0.96% | 3.47M | 48.53 | 0.24% | Share |
80 | MA | Mastercard Inco... | 584.12 | -1.93% | 6.33K | +6.35% | 3.47M | 426.03 | 0.24% | Share |
81 | SYK | Stryker Corpora... | 392.22 | -0.54% | 9.23K | +0.34% | 3.44M | 232.05 | 0.24% | Share |
82 | PEP | PepsiCo, Inc. | 146.39 | -0.34% | 21.46K | +1.75% | 3.22M | 149.08 | 0.22% | Share |
83 | BMY | Bristol-Myers S... | 47.13 | +0.95% | 51.23K | +3.38% | 3.12M | 59.62 | 0.22% | Share |
84 | ABBV | AbbVie Inc. | 212.53 | -0.22% | 14.54K | +1.04% | 3.05M | 117.22 | 0.21% | Share |
85 | PNC | The PNC Financi... | 204.48 | -1.39% | 17.24K | +1.61% | 3.03M | 157.54 | 0.21% | Share |
86 | MPC | Marathon Petrol... | 180.31 | +0.74% | 20.58K | +0.92% | 3M | 89.46 | 0.21% | Share |
87 | DHR | Danaher Corpora... | 200.24 | +0.61% | 13.99K | +2.51% | 2.87M | 172.24 | 0.20% | Share |
88 | SPGI | S&P Global Inc. | 537.95 | -0.43% | 5.64K | +1.33% | 2.87M | 416.82 | 0.20% | Share |
89 | LOW | Lowe's Companie... | 270.00 | +2.05% | 12.14K | +1.40% | 2.83M | 154.2 | 0.20% | Share |
90 | PFE | Pfizer Inc. | 24.88 | +1.39% | 111.26K | +0.68% | 2.82M | 37.67 | 0.20% | Share |
91 | MDT | Medtronic plc | 92.89 | +0.04% | 31.14K | +6.26% | 2.81M | 86.07 | 0.20% | Share |
92 | EOG | EOG Resources, ... | 117.93 | -3.02% | 21.9K | +3.23% | 2.81M | 120.47 | 0.20% | Share |
93 | PANW | Palo Alto Netwo... | 194.46 | +1.10% | 15.78K | +0.96% | 2.69M | 104.12 | 0.19% | Share |
94 | DIS | The Walt Disney... | 117.95 | -0.72% | 26.12K | +0.43% | 2.58M | 96.36 | 0.18% | Share |
95 | SCHW | The Charles Sch... | 92.08 | -5.68% | 32.48K | +0.02% | 2.54M | 53.64 | 0.18% | Share |
96 | EA | Electronic Arts... | 168.62 | +0.35% | 16.68K | +4.43% | 2.41M | 134.19 | 0.17% | Share |
97 | CRM | Salesforce, Inc... | 250.76 | +2.77% | 8.53K | +7.15% | 2.29M | 259.62 | 0.16% | Share |
98 | SPEM | SPDR Portfolio ... | 44.81 | +1.21% | 58.1K | +7.47% | 2.29M | 36.03 | 0.16% | Share |
99 | USB | U.S. Bancorp | 48.81 | -0.73% | 52.88K | -1.44% | 2.26M | 45.61 | 0.16% | Share |
100 | AMLP | Alerian MLP ETF | 47.76 | -0.77% | 43.48K | +0.10% | 2.26M | 33.57 | 0.16% | Share |
101 | IWR | iShares Russell... | 96.34 | +0.22% | 26.02K | 0.00% | 2.21M | 70.5 | 0.15% | Share |
102 | IEI | iShares 3-7 Yea... | 119.91 | +0.26% | 18.28K | +0.30% | 2.16M | 117.13 | 0.15% | Share |
103 | DVN | Devon Energy Co... | 34.77 | -2.26% | 57.2K | +10.77% | 2.14M | 33.87 | 0.15% | Share |
104 | GILD | Gilead Sciences... | 115.05 | +2.02% | 18.91K | +8.16% | 2.12M | 87.07 | 0.15% | Share |
105 | BDX | Becton, Dickins... | 192.32 | +0.55% | 9.15K | -2.87% | 2.1M | 253.47 | 0.15% | Share |
106 | DFAS | Dimensional U.S... | 68.88 | +0.39% | 34.88K | +3.82% | 2.08M | 59.78 | 0.15% | Share |
107 | NFLX | Netflix, Inc. | 1243.82 | -1.09% | 2.19K | +2.76% | 2.05M | 514.86 | 0.14% | Share |
108 | FNDB | Schwab Fundamen... | 25.32 | -0.22% | 88.49K | +5.16% | 2.04M | 18 | 0.14% | Share |
109 | PYPL | PayPal Holdings... | 68.26 | -0.29% | 30.98K | +1.13% | 2.02M | 75.38 | 0.14% | Share |
110 | HD | The Home Depot,... | 419.00 | +1.78% | 5.34K | -0.85% | 1.96M | 257.36 | 0.14% | Share |
111 | QQQ | Invesco QQQ Tru... | 576.06 | +0.14% | 4.01K | 0.00% | 1.88M | 213.56 | 0.13% | Share |
112 | CSX | CSX Corporation | 32.53 | -0.4% | 63.44K | +4.85% | 1.87M | 33.45 | 0.13% | Share |
113 | ABT | Abbott Laborato... | 132.94 | +0.10% | 13.67K | +1.14% | 1.81M | 97.98 | 0.13% | Share |
114 | EFA | iShares MSCI EA... | 91.81 | +0.47% | 21.99K | 0.00% | 1.8M | 71.72 | 0.13% | Share |
115 | ADBE | Adobe Inc. | 348.97 | +1.35% | 4.46K | +13.62% | 1.71M | 511.99 | 0.12% | Share |
116 | SJM | The J. M. Smuck... | 112.52 | +0.16% | 14.32K | +7.12% | 1.7M | 112.05 | 0.12% | Share |
117 | SGOL | abrdn Physical ... | 34.28 | +1.27% | 55.12K | 0.00% | 1.64M | 16.98 | 0.11% | Share |
118 | BSMQ | Invesco BulletS... | 23.56 | +0.08% | 67.51K | -5.86% | 1.59M | 23.47 | 0.11% | Share |
119 | IQDG | WisdomTree Inte... | 39.00 | +0.67% | 44.56K | +13.20% | 1.59M | 34.7 | 0.11% | Share |
120 | EQT | EQT Corporation | 51.60 | -0.39% | 29.36K | -2.02% | 1.57M | 20.48 | 0.11% | Share |
121 | UNH | UnitedHealth Gr... | 315.40 | +1.62% | 3K | +13.88% | 1.57M | 518.04 | 0.11% | Share |
122 | ORLY | O'Reilly Automo... | 104.84 | -0.19% | 1.09K | +5.23% | 1.56M | 712.36 | 0.11% | Share |
123 | BSMP | Invesco BulletS... | 24.52 | +0.12% | 62.21K | -6.14% | 1.52M | 24.53 | 0.11% | Share |
124 | TSLA | Tesla, Inc. | 350.84 | +3.64% | 5.73K | -2.53% | 1.49M | 226.85 | 0.10% | Share |
125 | LIN | Linde plc | 469.52 | -0.61% | 3.17K | +9.00% | 1.48M | 405.36 | 0.10% | Share |
126 | UPS | United Parcel S... | 85.04 | +0.66% | 13.29K | +20.23% | 1.46M | 157.77 | 0.10% | Share |
127 | DOCU | DocuSign, Inc. | 79.86 | +4.75% | 17.8K | +1.17% | 1.45M | 78.56 | 0.10% | Share |
128 | VMBS | Vanguard Mortga... | 46.88 | +0.45% | 31.16K | -0.00% | 1.44M | 45.99 | 0.10% | Share |
129 | SUSA | iShares MSCI US... | 132.07 | +0.01% | 12.13K | -0.74% | 1.39M | 84.94 | 0.10% | Share |
130 | DIA | SPDR Dow Jones ... | 455.01 | -0.45% | 3.3K | 0.00% | 1.39M | 285.1 | 0.10% | Share |
131 | APH | Amphenol Corpor... | 110.45 | -2.04% | 20.13K | -0.55% | 1.32M | 36.8 | 0.09% | Share |
132 | CPRT | Copart, Inc. | 48.57 | -2.8% | 23.2K | -0.77% | 1.31M | 28.59 | 0.09% | Share |
133 | WRB | W. R. Berkley C... | 71.98 | -1.29% | 18.38K | +0.46% | 1.31M | 35.24 | 0.09% | Share |
134 | SPLG | SPDR Portfolio ... | 76.15 | -0.29% | 19.6K | -3.46% | 1.29M | 61.42 | 0.09% | Share |
135 | SFM | Sprouts Farmers... | 138.83 | -0.89% | 8.35K | -3.63% | 1.27M | 50.54 | 0.09% | Share |
136 | PRFZ | Invesco FTSE RA... | 45.13 | +0.47% | 33.49K | 0.00% | 1.27M | 32.5 | 0.09% | Share |
137 | RTX | RTX Corporation | 157.55 | -0.71% | 9.5K | +4.78% | 1.26M | 82.56 | 0.09% | Share |
138 | MKL | Markel Corporat... | 1912.83 | -2.32% | 654 | +1.08% | 1.22M | 1235.95 | 0.09% | Share |
139 | CAH | Cardinal Health... | 149.47 | +0.09% | 8.73K | +0.37% | 1.2M | 61.24 | 0.08% | Share |
140 | BRO | Brown & Brown, ... | 94.76 | -0.76% | 9.39K | +0.58% | 1.17M | 48.42 | 0.08% | Share |
141 | FAST | Fastenal Compan... | 47.99 | -4.54% | 14.74K | +3.27% | 1.14M | 46.81 | 0.08% | Share |
142 | IBDT | iShares iBonds ... | 25.51 | +0.16% | 45.15K | +2.28% | 1.14M | 24.88 | 0.08% | Share |
143 | WMT | Walmart Inc. | 100.52 | -0.41% | 12.94K | +3.64% | 1.14M | 60.99 | 0.08% | Share |
144 | BSCP | Invesco BulletS... | 20.71 | +0.02% | 53.58K | -6.28% | 1.11M | 20.42 | 0.08% | Share |
145 | XLU | Utilities Selec... | 83.47 | -0.3% | 13.46K | 0.00% | 1.06M | 66.6 | 0.07% | Share |
146 | SPIP | SPDR Portfolio ... | 26.36 | +0.44% | 38.37K | -0.25% | 1.01M | 26.77 | 0.07% | Share |
147 | IT | Gartner, Inc. | 245.97 | +3.90% | 2.32K | +1.57% | 975.48K | 234.4 | 0.07% | Share |
148 | EXPD | Expeditors Inte... | 120.93 | -0.58% | 8.03K | +5.01% | 965.01K | 101.96 | 0.07% | Share |
149 | BKNG | Booking Holding... | 5505.80 | -1.43% | 206 | +7.85% | 949.02K | 3225.98 | 0.07% | Share |
150 | DVY | iShares Select ... | 141.74 | -0.11% | 7.01K | +0.10% | 940.97K | 105.69 | 0.07% | Share |