Latest Resonant Capital Advisors, LLC Stock Portfolio

Resonant Capital Advisors, LLC Performance:

2025 Q4: -0.33%YTD: 7.41%2024: -6.06%

Performance for 2025 Q4 is -0.33%, and YTD is 7.41%, and 2024 is -6.06%.

About Resonant Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Resonant Capital Advisors, LLC is a hedge fund based in Madison, WI. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resonant Capital Advisors, LLC reported an equity portfolio of $1.8 Billions as of 31 Dec, 2025.

The top stock holdings of Resonant Capital Advisors, LLC are IJR, BBAX, FNDA. The fund has invested 7.9% of it's portfolio in ISHARES TR and 4% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES TR (BGRN) and ZIMMER BIOMET HOLDINGS INC (ZBH) stocks. They significantly reduced their stock positions in HONEYWELL INTL INC (HON), SPDR SERIES TRUST (BIL) and ALLSTATE CORP (ALL). Resonant Capital Advisors, LLC opened new stock positions in ISHARES TR (IJR), XPO INC (XPO) and BROADSTONE NET LEASE INC (BNL). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and J P MORGAN EXCHANGE TRADED F (BBAX).

Resonant Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resonant Capital Advisors, LLC made a return of -0.33% in the last quarter. In trailing 12 months, it's portfolio return was 7.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	581,418
xpo inc	556,823
ishares tr	532,840
broadstone net lease inc	514,409
synchrony financial	510,425
fox corp	484,381
ishares tr	480,630
unilever plc	443,216

New stocks bought by Resonant Capital Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	739
servicenow inc	291
j p morgan exchange traded f	132
ishares tr	132
select sector spdr tr	100
select sector spdr tr	96.54
intuitive surgical inc	66.17
waste mgmt inc del	56.7

Additions to existing portfolio by Resonant Capital Advisors, LLC

Reductions

Ticker	% Reduced
honeywell intl inc	-35.84
spdr series trust	-34.26
allstate corp	-32.63
illinois tool wks inc	-31.92
oracle corp	-30.64
general mls inc	-28.9
schwab strategic tr	-27.02
royal caribbean group	-25.33

Resonant Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-4,116,790
invesco exch trd slf idx fd	-1,477,900
invesco exch trd slf idx fd	-1,108,550
under armour inc	-169,688
ishares tr	-804,236
dr reddys labs ltd	-209,784
conagra brands inc	-237,645
infosys ltd	-194,345

Resonant Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Resonant Capital Advisors, LLC has about 73.7% of it's holdings in Others sector.

Sector	%
Others	73.7
Technology	7.9
Financial Services	4.1
Healthcare	3.6
Consumer Cyclical	2.8
Communication Services	2.7
Industrials	1.8
Energy	1.4
Consumer Defensive	1.2

Market Cap. Distribution

Resonant Capital Advisors, LLC has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.7
LARGE-CAP	13
MEGA-CAP	12.7

Stocks belong to which Index?

About 24.8% of the stocks held by Resonant Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.9
S&P 500	24.8

Top 5 Winners (%)		%
MU	micron technology inc	68.1 %
WDC	western digital corp	42.9 %
LLY	eli lilly & co	40.0 %
	baytex energy corp	37.8 %
REGN	regeneron pharmaceuticals	33.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.3 M
IJR	ishares tr	3.2 M
GOOG	alphabet inc	2.9 M
IAU	ishares gold tr	2.1 M
LLY	eli lilly & co	1.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-75.9 %
	fiserv inc	-45.3 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.0 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-13.9 M
NFLX	netflix inc	-13.6 M
ORCL	oracle corp	-1.8 M
MSFT	microsoft corp	-1.6 M
NOW	servicenow inc	-1.4 M

Resonant Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resonant Capital Advisors, LLC

Resonant Capital Advisors, LLC has 438 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Resonant Capital Advisors, LLC last quarter.

Last Reported on: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.49	99,610	27,080,000	added	4.53

AAXJ	ishares tr	1.13	191,279	20,487,900	added	8.2

AAXJ	ishares tr	0.29	100,521	5,315,580	reduced	-6.07

AAXJ	ishares tr	0.12	18,225	2,175,150	unchanged	0.00

AAXJ	ishares tr	0.09	12,073	1,682,310	reduced	-0.43

ABBV	abbvie inc	0.19	15,355	3,508,460	reduced	-1.55

ABC	cencora inc	0.01	794	268,173	added	7.59

ABT	abbott labs	0.09	13,457	1,686,030	reduced	-7.66

ACES	alps etf tr	0.11	41,426	1,947,850	unchanged	0.00

ACGL	arch cap group ltd	0.04	8,424	808,030	added	15.56

ACIO	etf ser solutions	3.38	1,045,290	61,567,400	added	2.91

ACN	accenture plc ireland	0.21	14,170	3,801,810	added	14.95

ACWF	ishares tr	1.27	455,775	23,053,100	added	132

ACWF	ishares tr	0.05	12,579	873,234	reduced	-9.23

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.01	4,000	201,880	unchanged	0.00

ADBE	adobe inc	0.18	9,642	3,374,600	added	6.93

ADI	analog devices inc	0.31	21,059	5,711,200	added	3.13

ADP	automatic data processing in	0.21	14,696	3,802,470	added	4.3

ADSK	autodesk inc	0.01	917	271,441	added	2.34