Resonant Capital Advisors, LLC Top Holdings and 13F Report (2024) → The Presidential candidate you should REALLY be worried about (From Stansberry Research) (Ad) About Resonant Capital Advisors, LLCInvestment ActivityResonant Capital Advisors, LLC has $1.17 billion in total holdings as of March 31, 2024.Resonant Capital Advisors, LLC owns shares of 342 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 9.30% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Resonant Capital Advisors, LLC has purchased 287 new stocks and bought additional shares in 205 stocks.Resonant Capital Advisors, LLC sold shares of 44 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $67,140,139iShares 0-3 Month Treasury Bond ETF $64,338,677Distillate U.S. Fundamental Stability & Value ETF $44,292,566Vanguard Dividend Appreciation ETF $42,406,936JPMorgan Ultra-Short Municipal ETF $36,996,296 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $1,773,110 HoldingiShares ESG Aware MSCI USA ETF $1,046,941 HoldingiShares iBonds Dec 2025 Term Corporate ETF $547,549 HoldingWilliams-Sonoma $490,266 HoldingiShares iBonds Dec 2028 Term Corporate ETF $458,053 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 471,914 shares (about $28.66M)iShares 0-3 Month Treasury Bond ETF 53,119 shares (about $5.35M)Schwab Intermediate-Term U.S. Treasury ETF 59,856 shares (about $2.94M)BlackRock Short Maturity Municipal Bond ETF 50,913 shares (about $2.55M)JPMorgan Ultra-Short Municipal ETF 50,223 shares (about $2.55M) Largest Sales this Quarter Invesco BulletShares 2024 Municipal Bond ETF 24,197 shares (about $599.60K)iShares 1-3 Year Treasury Bond ETF 4,285 shares (about $350.43K)iShares MSCI EAFE ETF 3,725 shares (about $297.48K)CF Industries 1,913 shares (about $159.18K)eBay 1,788 shares (about $94.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofResonant Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$67,140,139$1,994,626 ▲3.1%127,7085.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$64,338,677$5,349,614 ▲9.1%638,8515.5%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$44,292,566$1,064,992 ▲2.5%821,6023.8%ETFVIGVanguard Dividend Appreciation ETF$42,406,936$1,105,520 ▲2.7%232,2273.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$36,996,296$2,548,314 ▲7.4%729,1353.2%ETFIJHiShares Core S&P Mid-Cap ETF$35,478,435$28,664,072 ▲420.6%584,1033.0%ETFMEARBlackRock Short Maturity Municipal Bond ETF$34,737,721$2,551,760 ▲7.9%693,0913.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$34,058,891$1,998,075 ▲6.2%440,5502.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$33,550,540$2,935,937 ▲9.6%684,0072.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$25,315,500$702,742 ▲2.9%375,6572.2%ETFIJRiShares Core S&P Small-Cap ETF$24,304,939$1,000,760 ▲4.3%219,9142.1%ETFSPYSPDR S&P 500 ETF Trust$23,909,506$525 ▲0.0%45,5712.0%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$22,578,287$895,143 ▲4.1%395,9021.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$17,830,686$271,526 ▲1.5%500,7211.5%ETFIEFAiShares Core MSCI EAFE ETF$17,571,032$648,236 ▲3.8%236,7431.5%ETFVTEBVanguard Tax-Exempt Bond ETF$16,703,920$1,785,978 ▲12.0%330,1171.4%ETFXLEEnergy Select Sector SPDR Fund$16,353,195$702,881 ▲4.5%173,2151.4%ETFRWKInvesco S&P MidCap 400 Revenue ETF$15,675,146$725,591 ▲4.9%136,1871.3%ETFMSFTMicrosoft$14,199,529$1,998,873 ▲16.4%33,7501.2%Computer and TechnologyJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$13,393,436$608,293 ▲4.8%191,4471.1%ManufacturingAAPLApple$12,805,149$485,119 ▲3.9%74,6741.1%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$12,089,310$402,920 ▲3.4%148,2811.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$11,572,121$307,137 ▲2.7%416,8631.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,464,620$458,878 ▲4.2%222,1831.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$11,218,133$2,281,201 ▲25.5%232,6931.0%ETFVOOVanguard S&P 500 ETF$11,017,257$50,474 ▼-0.5%22,9190.9%ETFJPSTJPMorgan Ultra-Short Income ETF$10,903,717$2,072,387 ▲23.5%216,1290.9%ETFSLYVSPDR S&P 600 Small CapValue ETF$10,764,423$664,837 ▲6.6%129,7390.9%ETFICSHBlackRock Ultra Short-Term Bond ETF$10,123,275$2,066,033 ▲25.6%200,2230.9%ETFMUBiShares National Muni Bond ETF$9,882,737$962,590 ▲10.8%91,8470.8%ETFIAUiShares Gold Trust$9,705,024$16,216 ▲0.2%231,0170.8%FinanceCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$9,339,661$651,637 ▲7.5%470,0380.8%FinanceBRK.BBerkshire Hathaway$8,772,888$266,189 ▲3.1%20,8620.8%FinanceDFNMDimensional National Municipal Bond ETF$8,587,5760.0%178,5730.7%ETFSCHPSchwab U.S. TIPS ETF$8,091,765$495,936 ▲6.5%155,1340.7%ETFPRFInvesco FTSE RAFI US 1000 ETF$7,286,064$39,932 ▼-0.5%189,3960.6%ETFGOOGAlphabet$7,150,282$527,581 ▲8.0%46,9610.6%Computer and TechnologyAMZNAmazon.com$7,144,996$1,342,010 ▲23.1%39,5900.6%Retail/WholesaleRWLInvesco S&P 500 Revenue ETF$6,957,2970.0%74,2270.6%ETFPKWInvesco BuyBack Achievers ETF$6,935,861$20,780 ▲0.3%64,0840.6%ETFJEPIJPMorgan Equity Premium Income ETF$6,603,265$531,964 ▲8.8%114,1250.6%ETFVYMVanguard High Dividend Yield ETF$6,111,2050.0%50,5100.5%ETFJPMJPMorgan Chase & Co.$5,869,591$303,254 ▲5.4%29,3040.5%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,678,183$154,763 ▲2.8%110,7290.5%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$5,651,272$32,424 ▼-0.6%84,1840.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,439,836$10,591 ▲0.2%9,7590.5%ETFNVDANVIDIA$5,285,826$1,591,169 ▲43.1%5,8500.5%Computer and TechnologyVVisa$5,242,239$816,588 ▲18.5%18,7840.4%Business ServicesXOMExxon Mobil$5,212,189$177,807 ▲3.5%44,8500.4%Oils/EnergyPGRProgressive$5,156,229$10,341 ▲0.2%24,9310.4%FinanceCVXChevron$5,122,607$81,709 ▲1.6%32,4750.4%Oils/EnergyVGITVanguard Intermediate-Term Treasury Index ETF$4,760,525$16,687 ▼-0.3%81,3070.4%ETFQCOMQUALCOMM$4,630,524$269,864 ▲6.2%27,3510.4%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,573,212$35,684 ▼-0.8%85,7370.4%ETFMCKMcKesson$4,561,435$27,407 ▲0.6%8,4880.4%MedicalVTIVanguard Total Stock Market ETF$4,294,617$5,198 ▲0.1%16,5240.4%ETFACNAccenture$4,227,949$79,027 ▲1.9%12,1980.4%Business ServicesAZOAutoZone$4,223,211$100,853 ▲2.4%1,3400.4%Retail/WholesaleLLYEli Lilly and Company$4,169,088$581,136 ▲16.2%5,3590.4%MedicalJNJJohnson & Johnson$4,163,420$208,661 ▲5.3%26,3180.4%MedicalBSCOInvesco BulletShares 2024 Corporate Bond ETF$4,139,415$8,032 ▼-0.2%197,3970.4%ETFMPCMarathon Petroleum$4,111,406$117,072 ▲2.9%20,4040.4%Oils/EnergyCOSTCostco Wholesale$4,025,069$98,905 ▲2.5%5,4940.3%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,010,252$9,211 ▲0.2%93,1750.3%ETFMETAMeta Platforms$3,926,404$1,122,177 ▲40.0%8,0860.3%Computer and TechnologyJMUBJPMorgan Municipal ETF$3,864,815$22,782 ▲0.6%76,1690.3%ETFAXPAmerican Express$3,829,973$13,889 ▲0.4%16,8210.3%FinanceADIAnalog Devices$3,723,397$89,599 ▲2.5%18,8250.3%Computer and TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$3,679,513$164,051 ▲4.7%186,1160.3%ETFAVGOBroadcom$3,601,139$247,852 ▲7.4%2,7170.3%Computer and TechnologyGOOGLAlphabet$3,553,949$844,453 ▲31.2%23,5470.3%Computer and TechnologyORCLOracle$3,535,168$515,001 ▲17.1%28,1440.3%Computer and TechnologyPEPPepsiCo$3,534,234$89,786 ▲2.6%20,0750.3%Consumer StaplesPGProcter & Gamble$3,528,289$228,448 ▲6.9%21,7460.3%Consumer StaplesCVSCVS Health$3,313,709$30,708 ▲0.9%41,5460.3%Retail/WholesaleAMGNAmgen$3,311,191$20,755 ▲0.6%11,6460.3%MedicalADPAutomatic Data Processing$3,291,388$31,122 ▲1.0%13,1140.3%Business ServicesDHRDanaher$3,286,119$60,748 ▲1.9%13,1450.3%Multi-Sector ConglomeratesSYKStryker$3,272,864$38,378 ▲1.2%9,1250.3%MedicalDISWalt Disney$3,237,768$518,562 ▲19.1%26,4610.3%Consumer DiscretionaryMCDMcDonald's$3,183,544$65,977 ▲2.1%11,2910.3%Retail/WholesaleVIOVVanguard S&P Small-Cap 600 Value ETF$3,147,045$19,364 ▲0.6%35,5920.3%ETFUSBU.S. Bancorp$3,087,562$20,426 ▲0.7%68,3240.3%FinanceKRKroger$3,004,867$20,852 ▲0.7%52,5970.3%Retail/WholesaleCSCOCisco Systems$2,949,931$129,666 ▲4.6%59,1050.3%Computer and TechnologyLOWLowe's Companies$2,904,177$274,344 ▲10.4%11,4010.2%Retail/WholesalePFEPfizer$2,827,186$110,074 ▲4.1%101,8640.2%MedicalPNCThe PNC Financial Services Group$2,744,938$53,813 ▲2.0%16,9860.2%FinanceBMYBristol-Myers Squibb$2,662,205$50,542 ▼-1.9%49,0910.2%MedicalEBAYeBay$2,641,692$94,371 ▼-3.4%50,0510.2%Retail/WholesaleMDTMedtronic$2,597,639$68,207 ▲2.7%29,6300.2%MedicalEOGEOG Resources$2,559,612$69,801 ▲2.8%20,0220.2%Oils/EnergyDGDollar General$2,524,271$23,097 ▲0.9%16,1750.2%Retail/WholesaleABBVAbbVie$2,412,825$149,868 ▲6.6%13,2500.2%MedicalSCHWCharles Schwab$2,332,386$42,174 ▲1.8%32,2420.2%FinanceMAMastercard$2,320,686$149,768 ▲6.9%4,8190.2%Business ServicesBDXBecton, Dickinson and Company$2,294,356$56,666 ▲2.5%9,2720.2%MedicalDVNDevon Energy$2,227,089$76,324 ▲3.5%44,3820.2%Oils/EnergyIWRiShares Russell Mid-Cap ETF$2,188,2740.0%26,0230.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$2,113,224$8,106 ▼-0.4%89,6760.2%ETFShowing largest 100 holdings. 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