Resonant Capital Advisors, LLC Buys Schwab Fundamental U.S. Large Company Index, Vanguard Div Appreciation, Vanguard Short-Term Corporate Bond ETF, Sells Apache Corp, ONEOK Inc, iShares MSCI EAFE

Author's Avatar
May 14, 2020
Article's Main Image
Investment company Resonant Capital Advisors, LLC (Current Portfolio) buys Schwab Fundamental U.S. Large Company Index, Vanguard Div Appreciation, Vanguard Short-Term Corporate Bond ETF, Schwab Fundamental International Large Company Ind, Amazon.com Inc, sells Apache Corp, ONEOK Inc, iShares MSCI EAFE, Ingersoll Rand Inc, iShares J.P. Morgan USD Emerging Markets Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Resonant Capital Advisors, LLC. As of 2020Q1, Resonant Capital Advisors, LLC owns 176 stocks with a total value of $240 million. These are the details of the buys and sells.

For the details of Resonant Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/resonant+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Resonant Capital Advisors, LLC
  1. iShares Core S&P 500 (IVV) - 40,330 shares, 4.35% of the total portfolio. Shares added by 19.26%
  2. JPMorgan Ultra-Short Income (JPST) - 192,068 shares, 3.98% of the total portfolio. Shares added by 2.75%
  3. Schwab Fundamental U.S. Large Company Index (FNDX) - 277,049 shares, 3.62% of the total portfolio. Shares added by 32.40%
  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 94,557 shares, 3.12% of the total portfolio. Shares added by 30.63%
  5. Invesco BuyBack Achievers ETF (PKW) - 153,576 shares, 3.10% of the total portfolio. Shares reduced by 13.19%
New Purchase: Schwab U.S. Broad Market (SCHB)

Resonant Capital Advisors, LLC initiated holding in Schwab U.S. Broad Market. The purchase prices were between $52.35 and $80.88, with an estimated average price of $73.19. The stock is now traded at around $66.53. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,224 shares as of .

New Purchase: Kimberly-Clark Corp (KMB)

Resonant Capital Advisors, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $112.34 and $148.25, with an estimated average price of $138.53. The stock is now traded at around $136.43. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,991 shares as of .

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Resonant Capital Advisors, LLC initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $27.48 and $31.14, with an estimated average price of $30.62. The stock is now traded at around $30.97. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,229 shares as of .

New Purchase: Biogen Inc (BIIB)

Resonant Capital Advisors, LLC initiated holding in Biogen Inc. The purchase prices were between $268.85 and $341.04, with an estimated average price of $303.55. The stock is now traded at around $313.51. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,264 shares as of .

New Purchase: Palo Alto Networks Inc (PANW)

Resonant Capital Advisors, LLC initiated holding in Palo Alto Networks Inc. The purchase prices were between $132.58 and $249.22, with an estimated average price of $210.86. The stock is now traded at around $217.68. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,333 shares as of .

New Purchase: American Express Co (AXP)

Resonant Capital Advisors, LLC initiated holding in American Express Co. The purchase prices were between $68.96 and $136.93, with an estimated average price of $117.01. The stock is now traded at around $83.13. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,187 shares as of .

Added: Schwab Fundamental U.S. Large Company Index (FNDX)

Resonant Capital Advisors, LLC added to a holding in Schwab Fundamental U.S. Large Company Index by 32.40%. The purchase prices were between $27.15 and $43.59, with an estimated average price of $39.45. The stock is now traded at around $33.73. The impact to a portfolio due to this purchase was 0.89%. The holding were 277,049 shares as of .

Added: Vanguard Div Appreciation (VIG)

Resonant Capital Advisors, LLC added to a holding in Vanguard Div Appreciation by 44.52%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $109.21. The impact to a portfolio due to this purchase was 0.85%. The holding were 63,884 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Resonant Capital Advisors, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 30.63%. The purchase prices were between $71.75 and $82.34, with an estimated average price of $80.57. The stock is now traded at around $81.10. The impact to a portfolio due to this purchase was 0.73%. The holding were 94,557 shares as of .

Added: Schwab Fundamental International Large Company Ind (FNDF)

Resonant Capital Advisors, LLC added to a holding in Schwab Fundamental International Large Company Ind by 70.13%. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.13. The impact to a portfolio due to this purchase was 0.69%. The holding were 191,957 shares as of .

Added: Amazon.com Inc (AMZN)

Resonant Capital Advisors, LLC added to a holding in Amazon.com Inc by 173.63%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2371.87. The impact to a portfolio due to this purchase was 0.56%. The holding were 1,100 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Resonant Capital Advisors, LLC added to a holding in iShares Core MSCI EAFE by 34.91%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.46. The impact to a portfolio due to this purchase was 0.5%. The holding were 92,917 shares as of .

Sold Out: Apache Corp (APA)

Resonant Capital Advisors, LLC sold out a holding in Apache Corp. The sale prices were between $4.11 and $33.59, with an estimated average price of $22.57.

Sold Out: ONEOK Inc (OKE)

Resonant Capital Advisors, LLC sold out a holding in ONEOK Inc. The sale prices were between $15.37 and $77.52, with an estimated average price of $61.66.

Sold Out: Ingersoll Rand Inc (IR)

Resonant Capital Advisors, LLC sold out a holding in Ingersoll Rand Inc. The sale prices were between $71.26 and $117.82, with an estimated average price of $101.89.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Resonant Capital Advisors, LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $85.11 and $115.88, with an estimated average price of $108.96.

Sold Out: HDFC Bank Ltd (HDB)

Resonant Capital Advisors, LLC sold out a holding in HDFC Bank Ltd. The sale prices were between $29.96 and $63.7, with an estimated average price of $54.15.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Resonant Capital Advisors, LLC sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $71.66 and $118.71, with an estimated average price of $107.28.



Here is the complete portfolio of Resonant Capital Advisors, LLC. Also check out:

1. Resonant Capital Advisors, LLC's Undervalued Stocks
2. Resonant Capital Advisors, LLC's Top Growth Companies, and
3. Resonant Capital Advisors, LLC's High Yield stocks
4. Stocks that Resonant Capital Advisors, LLC keeps buying