Resonant Capital Advisors, LLC

CIK Number: 0001803236

1.57B
Market Value
367
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

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&...
645.66
-0.44% 149.24K +4.15% 83.86M 390.52 5.85% Share
2 JMST JPMorgan Ultra-...
51.01
+0.02% 1.28M +9.23% 65.08M 50.61 4.54% Share
3 MEAR iShares Short M...
50.44
-0.06% 1.23M +17.14% 61.91M 50.01 4.32% Share
4 SGOV iShares 0-3 Mon...
100.65
+0.01% 550.33K -22.35% 55.4M 100.56 3.86% Share
5 SCHR Schwab Intermed...
25.02
-0.14% 2.18M +8.14% 54.22M 25.17 3.78% Share
6 DSTL Distillate U.S....
57.27
-0.73% 932.23K +4.75% 50.56M 37.91 3.53% Share
7 VIG Vanguard Divide...
209.80
-0.75% 260.26K +2.94% 50.49M 140.06 3.52% Share
8 VCSH Vanguard Short-...
79.69
-0.1% 593.73K +4.87% 46.87M 78.59 3.27% Share
9 IJH iShares Core S&...
64.71
-0.77% 689.01K +3.54% 40.2M 45.43 2.80% Share
10 FNDX Schwab Fundamen...
25.59
-0.49% 1.26M +3.88% 29.77M 15.72 2.08% Share
11 IEFA iShares Core MS...
85.99
-1.29% 349.5K +31.48% 26.44M 67.71 1.84% Share
12 IJR iShares Core S&...
117.42
-0.92% 248.24K +2.68% 25.96M 87.44 1.81% Share
13 VTEB Vanguard Tax-Ex...
48.96
-0.06% 514.11K +15.08% 25.51M 50.06 1.78% Share
14 SPY SPDR S&P 500 ET...
642.49
-0.44% 44.78K -0.83% 25.13M 371.96 1.75% Share
15 FNDF Schwab Fundamen...
42.22
-1.27% 669.99K +28.04% 24.21M 29.8 1.69% Share
16 FNDA Schwab Fundamen...
30.96
-0.74% 879.4K +2.19% 24.09M 20.81 1.68% Share
17 VIGI Vanguard Intern...
89.38
-1.26% 235.17K +40.90% 19.5M 73.17 1.36% Share
18 XLE Energy Select S...
88.36
+0.25% 201.75K +4.26% 18.85M 67.02 1.32% Share
19 AAPL Apple Inc.
227.16
-0.26% 82.12K +2.69% 18.24M 131.07 1.27% Share
20 RWK Invesco S&P Mid...
124.15
-0.44% 162.54K +5.06% 17.53M 88.68 1.22% Share
21 FNDE Schwab Fundamen...
34.71
-0.32% 560.42K +25.39% 17.26M 27.44 1.20% Share
22 JSMD Janus Henderson...
82.08
-0.28% 235.88K +4.19% 16.52M 58.29 1.15% Share
23 IEMG iShares Core MS...
62.59
-0.52% 303.18K +28.14% 16.36M 51.85 1.14% Share
24 SCHO Schwab Short-Te...
24.36
-0.06% 623.21K +5.30% 15.17M 24.09 1.06% Share
25 IAU iShares Gold Tr...
63.42
-0.24% 252.9K +2.82% 14.91M 35.5 1.04% Share
26 MUB iShares Nationa...
104.25
+0.02% 136.38K +8.01% 14.38M 106.5 1.00% Share
27 MSFT Microsoft Corpo...
504.26
-0.59% 38.15K +1.54% 14.32M 263.07 1.00% Share
28 COMB GraniteShares B...
21.02
+0.09% 638.75K +12.55% 13.86M 21.86 0.97% Share
29 SCHP Schwab U.S. TIP...
26.81
-0.15% 454.45K +9.22% 12.22M 27.73 0.85% Share
30 BRK-B Berkshire Hatha...
486.11
-0.59% 22.24K +3.23% 11.85M 282.1 0.83% Share
31 JPST JPMorgan Ultra-...
50.70
-0.01% 224.91K +7.18% 11.39M 50.24 0.79% Share
32 DFNM Dimensional Nat...
47.41
+0.03% 236.14K +25.59% 11.23M 48.17 0.78% Share
33 ICSH iShares Ultra S...
50.70
+0.02% 219.78K +5.90% 11.14M 50.4 0.78% Share
34 VOO Vanguard S&P 50...
590.66
-0.43% 21.65K -1.26% 11.13M 365.13 0.78% Share
35 DSMC Distillate Smal...
36.41
-0.55% 306.08K +5.74% 9.66M 34.41 0.67% Share
36 NVDA NVIDIA Corporat...
179.81
+1.02% 87.34K +26.69% 9.47M 65.86 0.66% Share
37 JEPI JPMorgan Equity...
57.02
-0.62% 160.59K +10.25% 9.18M 55.75 0.64% Share
38 AMZN Amazon.com, Inc...
227.94
-0.39% 47.17K +5.29% 8.97M 143.12 0.63% Share
39 JPM JPMorgan Chase ...
294.85
-0.47% 32.59K -0.48% 7.99M 147.68 0.56% Share
40 PRF Invesco FTSE RA...
44.01
-0.52% 186.22K 0.00% 7.53M 25.32 0.52% Share
41 GOOG Alphabet Inc.
209.16
+1.18% 47.14K -0.69% 7.36M 94.07 0.51% Share
42 RWL Invesco S&P 500...
107.37
-0.56% 74.02K 0.00% 7.35M 64.59 0.51% Share
43 PKW Invesco BuyBack...
130.78
-0.4% 63.96K -0.19% 7.21M 78.2 0.50% Share
44 PGR The Progressive...
244.15
-2.03% 25.21K +0.41% 7.13M 85.21 0.50% Share
45 V Visa Inc.
348.87
-0.33% 20.33K +1.60% 7.12M 218.45 0.50% Share
46 IDEV iShares Core MS...
78.50
-1.25% 103.14K +12.72% 7.11M 59.86 0.50% Share
47 META Meta Platforms,...
753.30
-0.2% 10.94K +5.75% 6.3M 404.83 0.44% Share
48 IGSB iShares 1-5 Yea...
52.88
-0.11% 118.77K +3.27% 6.22M 51.1 0.43% Share
49 XOM Exxon Mobil Cor...
111.75
+0.42% 51.87K +7.29% 6.17M 71.56 0.43% Share
50 MCK McKesson Corpor...
678.76
-1.55% 8.91K +3.63% 6M 186.62 0.42% Share
51 CVX Chevron Corpora...
158.11
-0.04% 35.83K +4.68% 5.99M 118.88 0.42% Share
52 VGIT Vanguard Interm...
59.76
-0.13% 91.63K +1.33% 5.44M 60.31 0.38% Share
53 MDY SPDR S&P MIDCAP...
590.76
-0.81% 9.72K 0.00% 5.2M 412.21 0.36% Share
54 AVGO Broadcom Inc.
294.23
+0.08% 30.65K -1.28% 5.13M 97.97 0.36% Share
55 BCI abrdn Bloomberg...
20.79
+0.10% 237.98K -3.94% 5.11M 20.46 0.36% Share
56 AZO AutoZone, Inc.
4135.80
+0.61% 1.33K +1.06% 5.08M 1457.33 0.35% Share
57 COST Costco Wholesal...
941.58
-1.77% 5.36K -2.74% 5.07M 384.93 0.35% Share
58 GOOGL Alphabet Inc.
208.49
+1.16% 31.63K +4.64% 4.89M 133.91 0.34% Share
59 JNJ Johnson & Johns...
178.41
-0.49% 28.65K +9.00% 4.75M 157.27 0.33% Share
60 VTI Vanguard Total ...
316.65
-0.48% 17.21K -2.76% 4.73M 185.97 0.33% Share
61 AXP American Expres...
315.64
-1.1% 16.8K -0.94% 4.52M 125.93 0.32% Share
62 SPMD SPDR Portfolio ...
56.72
-0.75% 87.49K +3.90% 4.48M 43.55 0.31% Share
63 JMUB JPMorgan Munici...
49.49
-0.03% 88.58K +6.16% 4.43M 50.77 0.31% Share
64 QCOM QUALCOMM Incorp...
156.42
-1.01% 28.66K +3.05% 4.4M 112.19 0.31% Share
65 PG The Procter & G...
156.06
-1.64% 25.65K +7.16% 4.37M 143.65 0.30% Share
66 LLY Eli Lilly and C...
695.50
-2.27% 5.28K +5.74% 4.36M 365.91 0.30% Share
67 IBDR iShares iBonds ...
24.25
+0.04% 179.37K +1.17% 4.34M 24.14 0.30% Share
68 SPSM SPDR Portfolio ...
45.76
-0.97% 106.51K +3.66% 4.34M 38.81 0.30% Share
69 IBDS iShares iBonds ...
24.28
-0.12% 178.1K +3.64% 4.31M 24.12 0.30% Share
70 ADP Automatic Data ...
303.76
-1.36% 13.96K +2.69% 4.28M 183.88 0.30% Share
71 IBDQ iShares iBonds ...
25.16
+0.02% 166.46K -1% 4.19M 25.02 0.29% Share
72 ORCL Oracle Corporat...
235.41
-0.41% 29.35K -0.73% 4.1M 77.03 0.29% Share
73 CSCO Cisco Systems, ...
67.14
-0.27% 65.9K +4.22% 4.07M 50.5 0.28% Share
74 AMGN Amgen Inc.
288.47
-1.79% 12.85K +7.15% 4M 243.02 0.28% Share
75 ADI Analog Devices,...
254.49
+0.91% 19.75K +3.27% 3.98M 138.08 0.28% Share
76 ACN Accenture plc
256.11
-1.2% 12.73K +0.39% 3.97M 245.03 0.28% Share
77 MCD McDonald's Corp...
313.27
-0.25% 11.98K +3.40% 3.74M 222.12 0.26% Share
78 KR The Kroger Co.
70.11
+0.80% 55.03K +5.14% 3.72M 35.87 0.26% Share
79 EBAY eBay Inc.
98.55
-0.68% 51.24K +0.96% 3.47M 48.53 0.24% Share
80 MA Mastercard Inco...
593.17
-0.97% 6.33K +6.35% 3.47M 426.03 0.24% Share
81 SYK Stryker Corpora...
390.82
-0.86% 9.23K +0.34% 3.44M 232.05 0.24% Share
82 PEP PepsiCo, Inc.
148.20
-0.96% 21.46K +1.75% 3.22M 149.08 0.22% Share
83 BMY Bristol-Myers S...
47.13
-1.66% 51.23K +3.38% 3.12M 59.62 0.22% Share
84 ABBV AbbVie Inc.
207.47
-1.49% 14.54K +1.04% 3.05M 117.22 0.21% Share
85 PNC The PNC Financi...
200.76
-0.46% 17.24K +1.61% 3.03M 157.54 0.21% Share
86 MPC Marathon Petrol...
172.22
+0.78% 20.58K +0.92% 3M 89.46 0.21% Share
87 DHR Danaher Corpora...
207.74
-1.92% 13.99K +2.51% 2.87M 172.24 0.20% Share
88 SPGI S&P Global Inc.
551.28
-0.97% 5.64K +1.33% 2.87M 416.82 0.20% Share
89 LOW Lowe's Companie...
258.94
-1.82% 12.14K +1.40% 2.83M 154.2 0.20% Share
90 PFE Pfizer Inc.
25.13
-2.9% 111.26K +0.68% 2.82M 37.67 0.20% Share
91 MDT Medtronic plc
92.02
-0.74% 31.14K +6.26% 2.81M 86.07 0.20% Share
92 EOG EOG Resources, ...
121.42
+0.26% 21.9K +3.23% 2.81M 120.47 0.20% Share
93 PANW Palo Alto Netwo...
184.55
-0.72% 15.78K +0.96% 2.69M 104.12 0.19% Share
94 DIS The Walt Disney...
117.74
-0.94% 26.12K +0.43% 2.58M 96.36 0.18% Share
95 SCHW The Charles Sch...
96.20
+0.39% 32.48K +0.02% 2.54M 53.64 0.18% Share
96 EA Electronic Arts...
172.83
+0.83% 16.68K +4.43% 2.41M 134.19 0.17% Share
97 CRM Salesforce, Inc...
247.87
-0.17% 8.53K +7.15% 2.29M 259.62 0.16% Share
98 SPEM SPDR Portfolio ...
44.81
-0.43% 58.1K +7.47% 2.29M 36.03 0.16% Share
99 USB U.S. Bancorp
48.17
-0.23% 52.88K -1.44% 2.26M 45.61 0.16% Share
100 AMLP Alerian MLP ETF
48.02
-0.52% 43.48K +0.10% 2.26M 33.57 0.16% Share
101 IWR iShares Russell...
95.48
-0.67% 26.02K 0.00% 2.21M 70.5 0.15% Share
102 IEI iShares 3-7 Yea...
119.11
-0.11% 18.28K +0.30% 2.16M 117.13 0.15% Share
103 DVN Devon Energy Co...
35.77
+1.72% 57.2K +10.77% 2.14M 33.87 0.15% Share
104 GILD Gilead Sciences...
114.15
-0.54% 18.91K +8.16% 2.12M 87.07 0.15% Share
105 BDX Becton, Dickins...
194.63
-2.52% 9.15K -2.87% 2.1M 253.47 0.15% Share
106 DFAS Dimensional U.S...
67.99
-0.76% 34.88K +3.82% 2.08M 59.78 0.15% Share
107 NFLX Netflix, Inc.
1218.07
+1.11% 2.19K +2.76% 2.05M 514.86 0.14% Share
108 FNDB Schwab Fundamen...
25.06
-0.52% 88.49K +5.16% 2.04M 18 0.14% Share
109 PYPL PayPal Holdings...
69.48
-0.6% 30.98K +1.13% 2.02M 75.38 0.14% Share
110 HD The Home Depot,...
408.92
-0.94% 5.34K -0.85% 1.96M 257.36 0.14% Share
111 QQQ Invesco QQQ Tru...
570.35
-0.28% 4.01K 0.00% 1.88M 213.56 0.13% Share
112 CSX CSX Corporation
32.81
-5.12% 63.44K +4.85% 1.87M 33.45 0.13% Share
113 ABT Abbott Laborato...
131.87
-0.54% 13.67K +1.14% 1.81M 97.98 0.13% Share
114 EFA iShares MSCI EA...
91.99
-1.33% 21.99K 0.00% 1.8M 71.72 0.13% Share
115 ADBE Adobe Inc.
363.21
+0.31% 4.46K +13.62% 1.71M 511.99 0.12% Share
116 SJM The J. M. Smuck...
111.55
-1.46% 14.32K +7.12% 1.7M 112.05 0.12% Share
117 SGOL abrdn Physical ...
32.09
-0.19% 55.12K 0.00% 1.64M 16.98 0.11% Share
118 BSMQ Invesco BulletS...
23.54
-0.02% 67.51K -5.86% 1.59M 23.47 0.11% Share
119 IQDG WisdomTree Inte...
39.05
-1.01% 44.56K +13.20% 1.59M 34.7 0.11% Share
120 EQT EQT Corporation
51.80
-0.32% 29.36K -2.02% 1.57M 20.48 0.11% Share
121 UNH UnitedHealth Gr...
304.89
-0.82% 3K +13.88% 1.57M 518.04 0.11% Share
122 ORLY O'Reilly Automo...
102.47
+0.16% 1.09K +5.23% 1.56M 712.36 0.11% Share
123 BSMP Invesco BulletS...
24.48
-0.02% 62.21K -6.14% 1.52M 24.53 0.11% Share
124 TSLA Tesla, Inc.
346.60
+1.94% 5.73K -2.53% 1.49M 226.85 0.10% Share
125 LIN Linde plc
477.85
-0.79% 3.17K +9.00% 1.48M 405.36 0.10% Share
126 UPS United Parcel S...
87.73
-1.23% 13.29K +20.23% 1.46M 157.77 0.10% Share
127 DOCU DocuSign, Inc.
73.94
-1.16% 17.8K +1.17% 1.45M 78.56 0.10% Share
128 VMBS Vanguard Mortga...
46.45
-0.15% 31.16K -0.00% 1.44M 45.99 0.10% Share
129 SUSA iShares MSCI US...
131.09
-0.44% 12.13K -0.74% 1.39M 84.94 0.10% Share
130 DIA SPDR Dow Jones ...
453.08
-0.78% 3.3K 0.00% 1.39M 285.1 0.10% Share
131 APH Amphenol Corpor...
109.66
+0.27% 20.13K -0.55% 1.32M 36.8 0.09% Share
132 CPRT Copart, Inc.
48.39
-1.16% 23.2K -0.77% 1.31M 28.59 0.09% Share
133 WRB W. R. Berkley C...
71.11
-1.43% 18.38K +0.46% 1.31M 35.24 0.09% Share
134 SPLG SPDR Portfolio ...
75.60
-0.41% 19.6K -3.46% 1.29M 61.42 0.09% Share
135 SFM Sprouts Farmers...
145.31
-0.66% 8.35K -3.63% 1.27M 50.54 0.09% Share
136 PRFZ Invesco FTSE RA...
44.20
-0.71% 33.49K 0.00% 1.27M 32.5 0.09% Share
137 RTX RTX Corporation
156.23
-0.01% 9.5K +4.78% 1.26M 82.56 0.09% Share
138 MKL Markel Corporat...
1978.46
-0.7% 654 +1.08% 1.22M 1235.95 0.09% Share
139 CAH Cardinal Health...
145.97
-1.44% 8.73K +0.37% 1.2M 61.24 0.08% Share
140 BRO Brown & Brown, ...
96.75
+0.09% 9.39K +0.58% 1.17M 48.42 0.08% Share
141 FAST Fastenal Compan...
50.27
-0.24% 14.74K +3.27% 1.14M 46.81 0.08% Share
142 IBDT iShares iBonds ...
25.47
-0.08% 45.15K +2.28% 1.14M 24.88 0.08% Share
143 WMT Walmart Inc.
96.10
-0.75% 12.94K +3.64% 1.14M 60.99 0.08% Share
144 BSCP Invesco BulletS...
20.67
+0.02% 53.58K -6.28% 1.11M 20.42 0.08% Share
145 XLU Utilities Selec...
85.07
-1.13% 13.46K 0.00% 1.06M 66.6 0.07% Share
146 SPIP SPDR Portfolio ...
26.20
-0.1% 38.37K -0.25% 1.01M 26.77 0.07% Share
147 IT Gartner, Inc.
241.45
-3.38% 2.32K +1.57% 975.48K 234.4 0.07% Share
148 EXPD Expeditors Inte...
120.35
+0.27% 8.03K +5.01% 965.01K 101.96 0.07% Share
149 BKNG Booking Holding...
5703.60
-0.3% 206 +7.85% 949.02K 3225.98 0.07% Share
150 DVY iShares Select ...
141.19
-0.7% 7.01K +0.10% 940.97K 105.69 0.07% Share