RC

Resonant Capital Advisors, LLC

13F
Resonant Capital Advisors, LLC
Last update 2024-10-18 352 Stocks (31 new)
Value $1.36 Bil Turnover 11 %
Countries:
Top Holdings: IVV(5.96%)SGOV(5.21%)JMST(4.31%)MEAR(4.15%)DSTL(3.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Resonant Capital Advisors, LLC... Top Holdings of 2024-09-30 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
140,605
81103.590
+4.33%
5.960
+0.25%
0.020
+11.39%
+21.32%
545867.438
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
703,452
70851.690
+3.66%
5.210
+0.18%
0.270
+0.01%
+0.10%
26668.492
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
1,150,249
58593.660
+28.83%
4.310
+0.96%
2.040
-0.14%
-0.04%
2860.608
 
MEAR 		iShares Short Maturity Municipal Bond Active ETF
1,121,077
56406.980
+30.33%
4.150
+0.97%
8.240
-0.14%
+0.20%
681.159
 
DSTL 		Distillate U.S. Fundamental Stability & Value ETF
882,469
50062.460
+3.35%
3.680
+0.12%
2.400
+7.97%
+14.18%
2005.363
 
VIG 		Vanguard Dividend Appreciation FTF
251,311
49966.460
+3.43%
3.670
+0.12%
0.060
+8.11%
+15.33%
82739.956
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
1,737,374
43955.580
+126.41%
3.230
+1.80%
0.420
-2.54%
-1.29%
10024.591
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
524,196
41631.660
+11.97%
3.060
+0.33%
0.120
-0.17%
+1.14%
34292.029
 
IJH 		iShares Core S&P Mid-Cap ETF
657,561
40979.170
+4.33%
3.010
+0.13%
0.040
+10.08%
+13.84%
93198.127
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
1,208,988
28918.960
+210.41%
2.130
+1.44%
0.060
+9.59%
+15.64%
17187.633
 

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
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-09-30Add
+1.80%
●
24.2 ($24.99) 25.45
$24.54
-1.80%
Add 126.41%
1,737,374
485,002
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+1.44%
●
21.79 ($23.01) 23.92
$23.88
3.78%
Add 210.41%
1,208,988
273,171
MEAR 		iShares Short Maturity Municipal Bond Active ETF2024-09-30Add
+0.97%
●
49.99 ($50.21) 50.34
$50.09
-0.24%
Add 30.33%
1,121,077
260,890
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-09-30Add
+0.96%
●
50.61 ($50.83) 50.96
$50.72
-0.22%
Add 28.83%
1,150,249
257,415
FNDA 		Schwab Fundamental U.S. Small Company ETF2024-09-30Add
+0.96%
●
27.13 ($28.74) 30
$29.96
4.24%
Add 104.7%
853,760
218,345
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.60%
●
23.97 ($24.3) 24.53
$24.18
-0.49%
Add 129.36%
589,636
166,276
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30Reduce
-0.44%
●
117.9 ($123.45) 128.2
$128.63
4.20%
Reduce -88.91%
5,600
-44,910
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.40%
●
25.79 ($26.41) 26.9
$26.23
-0.68%
Add 121.87%
368,318
101,155
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.33%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 11.97%
524,196
56,044
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.25%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 4.33%
140,605
5,830

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

  • 1

Resonant Capital Advisors, LLC's Hypothetical Growth since 2024-09-30

Resonant Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Resonant Capital Advisors, LLC's Holdings Heat Map

Size field:

Resonant Capital Advisors, LLC's Holdings Bubble Chart

Resonant Capital Advisors, LLC News

  • 1

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