Resonant Capital Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1803236 Madison, WI

Position in ELV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$416,121

+$138,302 QoQ

Shares Held

1,076

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,028

of 1,597 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $6,681,732 across 6 Healthcare Plans names. ELV ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	11,340	$4,713,244
2	CVS	CVS HEALTH Corp	6,237	$645,217
3	ELV	Elevance Health, Inc. This page	1,076	$416,121
4	CI	Cigna Group	1,196	$329,713
5	HUM	Humana Inc	732	$290,765
6	CNC	Centene Corp	4,466	$286,672

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,121	1,076	+13.4%	Shares	Sole	2026-07-27
2026-03-31	$277,819	949	-18.3%	Shares	Sole	2026-04-29
2025-12-31	$407,339	1,162	+27.4%	Shares	Sole	2026-01-29
2025-09-30	$294,685	912	-7.2%	Shares	Sole	2025-10-29
2025-06-30	$382,347	983	+75.5%	Shares	Sole	2025-07-31
2025-03-31	$243,577	560	-6.0%	Shares	Sole	2025-04-28
2024-12-31	$219,864	596	-17.3%	Shares	Sole	2025-01-24
2024-09-30	$374,920	721	+43.9%	Shares	Sole	2024-10-18
2024-06-30	$271,471	501	+14.4%	Shares	Sole	2024-08-01
2024-03-31	$227,120	438	—	Shares	Sole	2024-05-01
No filing history on record for this holder in this stock.