Resonant Capital Advisors, LLC
Top Portfolio Positions
384 positions ·
$578,951,219 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
109,584 | $27,811,323 | 4.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
42,423 | $27,589,373 | 4.77% | |
| NVDA |
Nvidia Corp
Technology
|
139,101 | $24,259,214 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
47,631 | $17,631,567 | 3.05% | |
| IAU |
Ishares Gold Trust
|
184,360 | $16,253,177 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,066 | $13,821,858 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,062 | $13,758,732 | 2.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,649 | $11,811,800 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
35,454 | $10,973,367 | 1.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,957 | $10,577,111 | 1.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AIV
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,616 | 30,127 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||