• 13F History

Resonant Capital Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$1.37B
Signature - Title
Rebecca A. Schmidt - CCO
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Resonant Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Resonant Capital Advisors, LLC reported 345 stock holdings with total value $1.37B as of Q4 2024. Top holdings included IVV, SGOV, JMST, MEAR, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 345 $1.37B +$112M -$23.2M +$88.7M IVV, SGOV, JMST, MEAR, VIG 13F-HR 1/24/2025, 03:37 PM
Q3 2024 352 $1.36B +$92.2M -$18.5M +$73.8M IVV, SGOV, JMST, MEAR, DSTL 13F-HR 10/18/2024, 03:52 PM
Q2 2024 336 $1.23B +$94.9M -$25M +$69.9M IVV, SGOV, JMST, VIG, DSTL 13F-HR 8/1/2024, 03:33 PM
Q1 2024 342 $1.17B +$109M -$4.67M +$104M IVV, SGOV, DSTL, VIG, JMST 13F-HR 5/1/2024, 04:45 PM
Q4 2023 287 $1.03B +$72.5M -$41.2M +$31.3M IVV, SGOV, DSTL, VIG, JMST 13F-HR 1/31/2024, 01:37 PM
Q3 2023 286 $938M +$107M -$61.7M +$45.6M SGOV, IVV, VIG, DSTL, JMST 13F-HR 10/31/2023, 02:04 PM
Q2 2023 269 $920M +$57.1M -$40.7M +$16.4M IVV, SGOV, VCSH, VIG, DSTL 13F-HR 7/25/2023, 12:05 PM
Q1 2023 249 $879M +$83.9M -$14.3M +$69.6M IVV, VIG, DSTL, VCSH, JMST 13F-HR 4/21/2023, 03:06 PM
Q4 2022 258 $802M +$117M -$20.9M +$95.9M IVV, VIG, JMST, DSTL, VCSH 13F-HR 1/23/2023, 02:49 PM
Q3 2022 224 $642M +$88.1M -$28.9M +$59.2M IVV, VIG, DSTL, VCSH, IJH 13F-HR 10/20/2022, 08:01 AM
Q2 2022 237 $640M +$76M -$19.7M +$56.3M IVV, VIG, DSTL, IJH, VCSH 13F-HR 7/12/2022, 04:31 PM
Q1 2022 224 $674M +$60M -$22.9M +$37.1M IVV, VIG, DSTL, IJH, VCSH 13F-HR 4/19/2022, 12:27 PM
Q4 2021 204 $665M +$57.3M -$4.27M +$53M IVV, VIG, IJH, DSTL, VCSH 13F-HR 1/26/2022, 01:11 PM
Q3 2021 190 $575M +$80.4M -$18.4M +$62M IVV, VIG, IJH, VCSH, DSTL 13F-HR 10/18/2021, 01:44 PM
Q2 2021 170 $517M +$27.1M -$23.5M +$3.6M IVV, FNDX, VIG, IJH, VCSH 13F-HR 7/16/2021, 12:55 PM
Q1 2021 164 $476M +$34.6M -$5.52M +$29.1M IVV, FNDX, IJH, VIG, VCSH 13F-HR 4/27/2021, 06:36 PM
Q4 2020 171 $422M +$31.3M -$4.57M +$26.7M IVV, FNDX, VCSH, VIG, IJH 13F-HR 1/15/2021, 10:30 AM
Q3 2020 157 $351M +$30.5M -$28.3M +$2.23M IVV, VCSH, VIG, FNDX, IJH 13F-HR 11/3/2020, 11:06 AM
Q2 2020 177 $344M +$106M -$55.2M +$51.1M IVV, VCSH, FNDX, VIG, IJH 13F-HR 8/5/2020, 05:05 PM
Q1 2020 187 $274M +$41.8M -$8.38M +$33.4M IVV, JPST, FNDX, VCSH, PKW 13F-HR 5/14/2020, 02:15 PM
Q4 2019 202 $317M PKW, IVV, JPST, FNDX, SPY 13F-HR 2/14/2020, 05:02 PM