Resonant Capital Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Resonant Capital Advisors, LLC reported 345 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.2% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 5.2%) and JPM Ultra-Short Muni Income (JMST, 4.3%). Compared with Q3 2024, it opened 17 new positions, sold out of 24, added to 216 and reduced 88. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +16%) and the biggest sale Ishrs Short Mat Muni Act ETF (MEAR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001667731-25-000129 ↗ filed Jan 24, 2025
Holdings Value
Holdings 345 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 6.16% | 143,300 | $84.4M | Add +1.9% |
| SGOV iShares 0-3 Month Treasury B | 5.19% | 708,752 | $71.1M | Add +0.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.34% | 1,171,600 | $59.5M | Add +1.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.84% | 1,051,899 | $52.5M | Reduce -6.2% |
| VIG Vanguard Dividend Apprec ETF | 3.61% | 252,834 | $49.5M | Add +0.6% |
| SCHR Schwab Intermediate-Term US | 3.58% | 2,016,938 | $49.0M | Add +16.1% |
| DSTL Distillate US Fundamental St | 3.57% | 890,000 | $48.9M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.22% | 566,178 | $44.2M | Add +8.0% |
| IJH iShares Core S&P Midcap ETF | 3.03% | 665,466 | $41.5M | Add +1.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.10% | 1,213,558 | $28.7M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 2.03% | 241,763 | $27.9M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.94% | 45,153 | $26.6M | Reduce -0.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.87% | 860,541 | $25.6M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.63% | 446,757 | $22.4M | Add +11.7% |
| AAPL Apple Inc. | 1.46% | 79,967 | $20.0M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.36% | 265,816 | $18.7M | Add +1.6% |
| RWK Invesco S&P Midcap 400 Rev | 1.31% | 154,708 | $18.0M | Add +2.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.27% | 523,248 | $17.4M | Reduce -0.5% |
| JSMD Janus Small Mid Cap GR Alp | 1.24% | 226,394 | $17.0M | Add +3.2% |
| XLE SS Energy Select Sector | 1.21% | 193,508 | $16.6M | Add +1.4% |
| MSFT Microsoft Corp. | 1.16% | 37,574 | $15.8M | Add +1.1% |
| SCHO Schwab Short-Term US Treas | 1.04% | 591,854 | $14.2M | Add +0.4% |
| MUB iShares National Muni Bond E | 0.98% | 126,265 | $13.5M | Add +9.9% |
| VIGI Vanguard Int Div App Indx FD | 0.97% | 166,909 | $13.4M | Add +2.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.95% | 446,959 | $13.0M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.90% | 236,607 | $12.4M | Add +1.4% |
| IAU iShares Gold Trust | 0.89% | 245,960 | $12.2M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.86% | 21,929 | $11.8M | Reduce -1.5% |
| COMB Graniteshares Bcom Broad STR | 0.83% | 567,512 | $11.3M | Add +3.0% |
| SCHP Schwab U.S. Tips ETF | 0.78% | 416,091 | $10.7M | Add +13.0% |
| JPST JPMorgan Ultra-Short Income | 0.77% | 209,840 | $10.6M | Add +3.5% |
| ICSH iShares Ultra Short Duration | 0.76% | 207,541 | $10.5M | Add +3.7% |
| DSMC Distillate S/M Cash Flow ETF | 0.74% | 289,467 | $10.1M | Add +3.9% |
| AMZN Amazon.com Inc. | 0.72% | 44,799 | $9.8M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 21,545 | $9.8M | Add +0.2% |
| NVDA Nvidia Corp. | 0.68% | 68,940 | $9.3M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 47,467 | $9.0M | Reduce -0.1% |
| DFNM Dimensional National Muni BD | 0.66% | 188,028 | $9.0M | Add +16.7% |
| JEPI JPMorgan Equity Premium Inco | 0.62% | 145,666 | $8.4M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 0.57% | 32,742 | $7.8M | Add +0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.55% | 186,221 | $7.5M | Reduce -1.3% |
| PKW Invesco Buyback Achievers Et | 0.54% | 64,084 | $7.4M | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.53% | 74,020 | $7.2M | No change |
| AVGO Broadcom Inc. | 0.53% | 31,043 | $7.2M | Reduce -0.6% |
| V Visa Inc. Class A | 0.46% | 20,009 | $6.3M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.44% | 10,341 | $6.1M | Add +5.2% |
| PGR Progressive Corp. | 0.44% | 25,106 | $6.0M | Reduce -1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 115,009 | $5.9M | Add +5.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.43% | 91,505 | $5.9M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.42% | 30,226 | $5.7M | Add +8.0% |
| MDY State Street SPDR S&P Midcap | 0.41% | 9,719 | $5.6M | No change |
| VGIT Vanguard Intermediate-Term T | 0.38% | 90,423 | $5.2M | Add +14.1% |
| XOM Exxon Mobil Corp. | 0.38% | 48,343 | $5.2M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 17,694 | $5.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.37% | 5,509 | $5.0M | Add +0.4% |
| AXP American Express Co. | 0.37% | 16,965 | $5.0M | Reduce -0.8% |
| CVX Chevron Corp. | 0.36% | 34,230 | $5.0M | Add +3.1% |
| ORCL Oracle Corp. | 0.36% | 29,564 | $4.9M | Reduce -0.3% |
| MCK McKesson Corp. | 0.36% | 8,601 | $4.9M | Reduce -0.4% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.36% | 247,752 | $4.9M | Add +4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 102,755 | $4.6M | Add +5.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 84,204 | $4.6M | Reduce -4.2% |
| ACN Accenture PLC Class A | 0.33% | 12,677 | $4.5M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.31% | 27,817 | $4.3M | Reduce -0.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.31% | 177,297 | $4.3M | Add +45.6% |
| AZO AutoZone Inc. | 0.31% | 1,319 | $4.2M | Reduce -0.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.31% | 168,133 | $4.2M | Add +41.0% |
| JMUB JPMorgan Municipal ETF | 0.31% | 83,436 | $4.2M | Add +22.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 171,848 | $4.1M | Add +53.4% |
| ADI Analog Devices Inc. | 0.30% | 19,128 | $4.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.29% | 23,937 | $4.0M | Add +2.0% |
| ADP Automatic Data Processing | 0.29% | 13,592 | $4.0M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.28% | 4,996 | $3.9M | Add +1.4% |
| JNJ Johnson & Johnson | 0.28% | 26,287 | $3.8M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.27% | 63,230 | $3.7M | Add +2.6% |
| MCD McDonald's Corp. | 0.25% | 11,589 | $3.4M | Reduce -1.2% |
| SYK Stryker Corp. | 0.24% | 9,196 | $3.3M | Reduce -0.6% |
| PNC PNC Financial Services Group | 0.24% | 16,965 | $3.3M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.24% | 21,087 | $3.2M | Add +1.3% |
| KR Kroger Co. | 0.23% | 52,339 | $3.2M | Add +0.7% |
| EBAY eBay Inc. | 0.23% | 50,753 | $3.1M | Reduce -0.6% |
| DHR Danaher Corp. | 0.23% | 13,652 | $3.1M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.23% | 5,951 | $3.1M | Add +6.5% |
| AMGN Amgen Inc. | 0.23% | 11,993 | $3.1M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.22% | 11,974 | $3.0M | Add +0.7% |
| PFE Pfizer Inc. | 0.21% | 110,513 | $2.9M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 26,006 | $2.9M | Add +2.5% |
| MPC Marathon Petroleum Corp. | 0.21% | 20,391 | $2.8M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.21% | 15,626 | $2.8M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 49,556 | $2.8M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.20% | 5,571 | $2.8M | Add +0.5% |
| CRM Salesforce Inc. | 0.19% | 7,959 | $2.7M | Add +10.5% |
| PYPL PayPal Holdings Inc. | 0.19% | 30,635 | $2.6M | Add +1.1% |
| EOG EOG Resources Inc. | 0.19% | 21,213 | $2.6M | Add +1.8% |
| USB US Bancorp | 0.19% | 53,657 | $2.6M | Reduce -15.5% |
| ABBV Abbvie Inc. | 0.19% | 14,387 | $2.6M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.18% | 32,471 | $2.4M | Add +1.8% |
| TSLA Tesla Inc. | 0.17% | 5,881 | $2.4M | Add +5.8% |
| MDT Medtronic PLC | 0.17% | 29,300 | $2.4M | Reduce -0.6% |
| EA Electronic Arts Inc. | 0.17% | 15,970 | $2.3M | Add +3.1% |
Portfolio Sells Q3 2024 → Q4 2024
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -6.2% | 3.84% | −0.31 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.29 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.5% | 1.27% | −0.18 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.15 |
| BSMO Invesco Bulletshares 2024 MB | Sold out | 0.00% | −0.11 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.09 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.23% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.38% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.31% | −0.04 |
| PGR Progressive Corp. | Reduce -1.5% | 0.44% | −0.04 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -23.7% | 0.05% | −0.03 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.03 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -17.1% | 0.12% | −0.03 |
| AMD Advanced Micro Devices | Reduce -14.1% | 0.04% | −0.03 |
| USB US Bancorp | Reduce -15.5% | 0.19% | −0.03 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -17.6% | 0.12% | −0.03 |
| MDT Medtronic PLC | Reduce -0.6% | 0.17% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.19% | −0.02 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.02 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.02 |
| APA Apa Corp. | Sold out | 0.00% | −0.02 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.5% | 0.04% | −0.02 |
| JLL Jones Lang Lasalle Inc. | Sold out | 0.00% | −0.02 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.02 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.25% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -4.2% | 0.34% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| LRCX Lam Research Corp. | Reduce -29.3% | 0.03% | −0.02 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 0.12% | −0.02 |
| ES Eversource Energy | Sold out | 0.00% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.3% | 0.55% | −0.02 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.02 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.02 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.01 |
| EBAY eBay Inc. | Reduce -0.6% | 0.23% | −0.01 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.01 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.01 |
| LIN Linde PLC | Reduce -0.7% | 0.09% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.4% | 0.06% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -4.3% | 0.07% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.36% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -0.5% | 0.16% | −0.01 |
| ELV Elevance Health Inc. | Reduce -17.3% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHR Schwab Intermediate-Term US | Add +16.1% | 3.58% | +0.34 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 6.16% | +0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.0% | 3.22% | +0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +11.7% | 1.63% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.1% | 0.72% | +0.12 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +53.4% | 0.30% | +0.10 |
| IBDR iShares Ibonds Dec 2026 Term | Add +45.6% | 0.31% | +0.09 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +41.0% | 0.31% | +0.09 |
| DFNM Dimensional National Muni BD | Add +16.7% | 0.66% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +8.0% | 0.42% | +0.08 |
| JSMD Janus Small Mid Cap GR Alp | Add +3.2% | 1.24% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.57% | +0.07 |
| NVDA Nvidia Corp. | Add +1.1% | 0.68% | +0.07 |
| TSLA Tesla Inc. | Add +5.8% | 0.17% | +0.07 |
| MUB iShares National Muni Bond E | Add +9.9% | 0.98% | +0.06 |
| V Visa Inc. Class A | Add +1.4% | 0.46% | +0.06 |
| SCMB Schwab Municipal Bond ETF | New | 0.06% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Add +13.0% | 0.78% | +0.06 |
| CRM Salesforce Inc. | Add +10.5% | 0.19% | +0.05 |
| JMUB JPMorgan Municipal ETF | Add +22.4% | 0.31% | +0.05 |
| JMST JPM Ultra-Short Muni Income | Add +1.9% | 4.34% | +0.04 |
| DOCU Docusign Inc. | Add +0.4% | 0.12% | +0.04 |
| DIS The Walt Disney Co. | Add +2.5% | 0.21% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.6% | 0.27% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +2.8% | 0.14% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +14.1% | 0.38% | +0.03 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.44% | +0.03 |
| MA Mastercard Inc. Class A | Add +6.5% | 0.23% | +0.03 |
| COP Conocophillips | New | 0.03% | +0.03 |
| APP AppLovin Corp. Class A | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +16.2% | 0.12% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +1.8% | 0.18% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +43.6% | 0.08% | +0.02 |
| IBMO iShares Ibonds Dec 2026 Term | New | 0.02% | +0.02 |
| IBMN iShares Ibonds Dec 2025 Term | New | 0.02% | +0.02 |
| EQT Eqt Corp. | Add +1.3% | 0.10% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| NTRS Northern Trust Corp. | Add +0.3% | 0.16% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| IBMP iShares Ibonds Dec 2027 Term | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +3.5% | 0.77% | +0.02 |
| DFIV Dimensional International Va | New | 0.02% | +0.02 |
| HUBS HubSpot Inc. | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +3.7% | 0.76% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +1.1% | 0.19% | +0.02 |
| CYBR Cyberark Software Ltd./Israel | New | 0.02% | +0.02 |
| BKR Baker Hughes Co. | New | 0.02% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 538 | $2.1B | IVV, JMST, MEAR, DSTL, SCHR |
| Q1 2026 | 495 | $1.9B | IVV, JMST, MEAR, SCHR, DSTL |
| Q4 2025 | 440 | $1.8B | IVV, JMST, SCHR, MEAR, VCSH |
| Q3 2025 | 437 | $1.7B | IVV, JMST, MEAR, SCHR, VCSH |
| Q2 2025 | 413 | $1.6B | IVV, JMST, MEAR, SCHR, VIG |
| Q1 2025 | 370 | $1.4B | IVV, JMST, MEAR, SGOV, SCHR |
| Q4 2024 | 345 | $1.4B | IVV, SGOV, JMST, MEAR, VIG |
| Q3 2024 | 352 | $1.4B | IVV, SGOV, JMST, MEAR, DSTL |
| Q2 2024 | 336 | $1.2B | IVV, SGOV, JMST, VIG, DSTL |
| Q1 2024 | 342 | $1.2B | IVV, SGOV, DSTL, VIG, JMST |