Institutions / Resonant Capital Advisors, LLC / Holdings

Resonant Capital Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
AMPHENOL CORP /DE	—	$2.80M	20,691	0.2%
CSX CORP	—	$2.70M	74,489	0.1%
EOG RESOURCES INC	—	$2.68M	25,511	0.1%
BRISTOL MYERS SQUIBB CO	—	$2.64M	49,003	0.1%
SPDR INDEX SHS FDS	—	$2.62M	55,946	0.1%
DIMENSIONAL ETF TRUST	—	$2.59M	37,239	0.1%
ISHARES TR	—	$2.57M	100,868	0.1%
ISHARES TR	—	$2.54M	26,391	0.1%
SCHWAB STRATEGIC TR	—	$2.53M	95,185	0.1%
PayPal Holdings, Inc.	—	$2.52M	43,231	0.1%
INVESCO QQQ TR	—	$2.46M	4,000	0.1%
Becton Dickinson & Co	—	$2.24M	11,536	0.1%
Comcast Corp.	—	$2.20M	73,671	0.1%
ETFS GOLD TR	—	$2.18M	53,010	0.1%
ISHARES TR	—	$2.18M	18,225	0.1%
Walmart Inc.	—	$2.13M	19,056	0.1%
ISHARES TR	—	$2.12M	22,071	0.1%
RTX Corp	—	$2.09M	11,385	0.1%
Netflix Inc	—	$2.06M	21,936	0.1%
ISHARES TR	—	$1.98M	84,510	0.1%
ALPS ETF TR	—	$1.95M	41,426	0.1%
ISHARES TR	—	$1.94M	4,102	0.1%
ISHARES TR	—	$1.81M	81,967	0.1%
WISDOMTREE TR	—	$1.77M	42,649	0.1%
HOME DEPOT, INC.	—	$1.73M	5,040	0.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.70M	5,583	0.1%
ABBOTT LABORATORIES	—	$1.69M	13,457	0.1%
ISHARES TR	—	$1.68M	12,073	0.1%
O REILLY AUTOMOTIVE INC	—	$1.62M	17,778	0.1%
SPDR DOW JONES INDL AVERAGE	—	$1.59M	3,300	0.1%
ADVANCED MICRO DEVICES INC	—	$1.58M	7,386	0.1%
CARDINAL HEALTH INC	—	$1.58M	7,666	0.1%
Markel Group Inc	—	$1.53M	714	0.1%
INVESCO EXCH TRD SLF IDX FD	—	$1.53M	64,664	0.1%
Check Point Software Technologies Ltd	—	$1.49M	8,048	0.1%
CATERPILLAR INC	—	$1.48M	2,576	0.1%
VANGUARD SCOTTSDALE FDS	—	$1.47M	31,160	0.1%
TE Connectivity PLC	—	$1.45M	6,394	0.1%
Vistra Corp.	—	$1.44M	8,942	0.1%
Merck & Co., Inc.	—	$1.44M	13,562	0.1%
GENERAL ELECTRIC CO	—	$1.44M	4,656	0.1%
Morgan Stanley	—	$1.43M	8,079	0.1%
EQT Corp	—	$1.43M	26,640	0.1%
BANK OF AMERICA CORP /DE	—	$1.42M	25,798	0.1%
SPDR SERIES TRUST	—	$1.41M	17,515	0.1%
Intuitive Surgical Inc	—	$1.39M	2,456	0.1%
INVESCO EXCHANGE TRADED FD T	—	$1.37M	29,916	0.1%
W. R. Berkley Corporation	—	$1.34M	19,078	0.1%
VANGUARD WORLD FD	—	$1.33M	10,575	0.1%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	—	$1.32M	8,881	0.1%