Resonant Capital Advisors, LLC
CIK:0001803236
Investment Adviser
$2B AUM
413 holdings
Madison, WI, USA
Resonant Capital Advisors serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses and entrepreneurs. They are an independent, employee-owned firm acting as fiduciaries for their clients.
Top Buys
I
IVVISHARES TR+$14.3M
M
MSFTMICROSOFT CORP+$8.5M
N
NVDANVIDIA CORPORATION+$7.7M
V
VIGVANGUARD SPECIALIZED FUNDS+$4.8M
A
AVGOBROADCOM INC+$4.7M
Top Sells
S
SGOVISHARES TR-$13.3M
J
JPSTJ P MORGAN EXCHANGE TRADED F-$1.8M
I
ICSHISHARES TR-$1.8M
X
XLESELECT SECTOR SPDR TR-$1.7M
U
UPSUNITED PARCEL SERVICE INC-$1.2M
Top Holdings
I
IVVISHARES TR+6.3%$98.2M
J
JMSTJ P MORGAN EXCHANGE TRADED F+4.2%$65.8M
M
MEARISHARES U S ETF TR+4.0%$62.0M
S
SCHRSCHWAB STRATEGIC TR+3.7%$58.6M
V
VIGVANGUARD SPECIALIZED FUNDS+3.5%$55.3M
Equity Positions (411)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.27% | $98.2M | 158,138 | $403.48 | $620.90 | +$14.3M |
J JMST | J P MORGAN EXCHANGE TRADED F | 4.20% | $65.8M | 1,291,697 | $50.62 | $50.92 | +$697.6K |
M MEAR | ISHARES U S ETF TR | 3.96% | $62.0M | 1,233,046 | $50.01 | $50.27 | +$77.2K |
S SCHR | SCHWAB STRATEGIC TR | 3.74% | $58.6M | 2,342,662 | $25.16 | $25.03 | +$4.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.53% | $55.3M | 269,307 | $142.24 | $204.67 | +$4.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+2.9%
SEMICONDUCTORS & RELATED DEVICES
+2.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
SERVICES-BUSINESS SERVICES, NEC
+1.6%
FIRE, MARINE & CASUALTY INSURANCE
+1.6%