Resonant Capital Advisors, LLC buys Marqeta Inc, Vanguard Tax-Exempt Bond ETF, iShares National…

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investment company Resonant Capital Advisors, LLC (Current portfolio) buys Marqeta Inc, Vanguard Tax-Exempt Bond ETF, iShares National Muni Bond ETF, Apple Inc, Amazon.com Inc, sells Xilinx Inc, Biogen Inc, Citrix Systems Inc, Exelixis Inc, Citigroup Inc during the 3 months ended 4th quarter of 2021, according to the most recent filings of the investment firm, Resonant Capital Advisors, LLC. As of Q4 2021, Resonant Capital Advisors, LLC owns 204 stocks with a total value of $665 million. These are the details of purchases and sales.

  • New purchases: MQ, BNL, TSLA, NFLX, EXAS, UA, AVGO, NEOG, AMD, JPST, UNH, CNC, ADBE, UPS, NVO, WCN, ICE, INFY, APTV, CYBR, EXR, BAC, ISTB,

  • Positions added: VTEB, MUB, VIG, IVV, VCSH, IAU, DSTL, AAPL, QUAL, IJH, FNDF, IEFA, IJR, FNDA, IEMG, SLYV, XLE, SCHR, GOOG, FNDE, FNDX, AMZN, SPY, JNJ, MSFT, AMGN, BRK.B, BMY, CVX, PFE, PG, QCOM, BDX, CVS, CSCO, XOM, INTC, DIS, ADP, JPM, KR, MCD, ORCL, PEP, PGR, SBUX, V, PYPL, JMST, MDY, MMM, AXP, ADI, AZO, TFC, CAH, EA, GOOGL, SJM, MCK, NVDA, NTRS, PNC, SYK, EBAY, DG, SCHP, VSS, COST, EQT, LOW, VZ, FB, ABBV, EFA, SPSB, VEU, VTI, ABT, APH, ACGL, BF.B, KMX, DHR, DLTR, EMN, LLY, EXPD, FAST, IT, INFO, MDLZ, MTB, MKL, MRK, MCHP, NKE, ORLY, OMC, RLI, RF, ROST, TGT, UHS, WRB, TEL, ULTA, RGA, BAH, PANW, ZTS, CDW, KEYS, AXTA, LBRDK, QRVO, DOCU, ELAN, SPDN, AFG, BA, BRO, CPRT, EXC, GE, GBCI, JCI, LH, LRCX, LEN, RTX, ZBRA, ZBH, FND, IR, CARR, OTIS, IWR, XLU,

  • Reduced positions: XLNX, RWL, BAM, EW, HD, IBDN, VOO, AOS, LIN, TMO, BOUTIQUE, SCHD, SONY, IBDO, TTAC,

  • Solder: BIIB, CTXS, EXEL, C, MDT, FLOT, IBDM, IBDP, IBDQ,

For details on Resonant Capital Advisors, LLC stock purchases and sales,
go to https://www.gurufocus.com/guru/resonant+capital+advisors%2C+llc/current-portfolio/portfolio

Here are the top 5 holdings of Resonant Capital Advisors, LLC

  1. iShares Core S&P 500 ETF (IVV) – 106,173 shares, 7.62% of the total portfolio. Shares added 4.65%

  2. Vanguard Dividend Appreciation FTF (VIG) – 215,572 shares, 5.57% of the total portfolio. Shares added 6.79%

  3. iShares Core S&P Mid-Cap ETF (IJH) – 115,638 shares, 4.92% of the total portfolio. Shares added 4.35%

  4. Distillate US Fundamental Stability & Value ETF (DSTL) – 646,424 shares, 4.50% of total portfolio. Shares added 6.48%

  5. Vanguard Short-Term Corporate Bond ETF (VCSH) – 359,018 shares, 4.39% of total portfolio. Shares added 8.43%

New purchase: Marqueta Inc (MQ)

Resonant Capital Advisors, LLC initiated a stake in Marqeta Inc. Purchase prices were between $15.76 and $33.25, with an estimated average price of $22.3. The stock is now trading at around $10.740000. The impact on a portfolio of this purchase is 0.52%. The holding was 200,000 shares as of 12/31/2021.

New purchase: Tesla Inc (TSLA)

Resonant Capital Advisors, LLC initiated a stake in Tesla Inc. Purchase prices were between $780.59 and $1,229.91, with an estimated average price of $1,012.35. The stock is now trading at around $937.410000. The impact on a portfolio of this purchase was 0.06%. The holding was 372 shares as of 12/31/2021.

New purchase: Broadstone Net Lease Inc (BNL)

Resonant Capital Advisors, LLC began holding Broadstone Net Lease Inc. Purchase prices were between $23.52 and $26.95, with an estimated average price of $25.57. The stock is now trading at around $22.320000. The impact on a portfolio of this purchase was 0.06%. The holding was 15,644 shares as of 12/31/2021.

New Purchase: Netflix Inc (NFLX)

Resonant Capital Advisors, LLC initiated a stake in Netflix Inc. Purchase prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now trading at around $359.700000. The impact on a portfolio of this purchase was 0.06%. The holding was 615 shares as of 12/31/2021.

New purchase: Broadcom Inc (AVGO)

Resonant Capital Advisors, LLC initiated a stake in Broadcom Inc. Purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now trading at around $557.120000. The impact on a portfolio of this purchase is 0.05%. The holding was 456 shares as of 12/31/2021.

New purchase: Exact Sciences Corp (EXAS)

Resonant Capital Advisors, LLC initiated stake in Exact Sciences Corp. Purchase prices were between $72.5 and $100.68, with an estimated average price of $87.97. The stock is now trading at around $68.890000. The impact on a portfolio of this purchase is 0.05%. The holding was 4,124 shares as of 12/31/2021.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Resonant Capital Advisors, LLC added a 33.92% stake in Vanguard Tax-Exempt Bond ETF. Purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now trading at around $53.740000. The impact on a portfolio of this purchase is 0.46%. The holding was 219,307 shares as of 12/31/2021.

Added: iShares National Muni Bond ETF (MUB)

Resonant Capital Advisors, LLC added a 43.60% stake in iShares National Muni Bond ETF. Purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now trading at around $113.900000. The impact on a portfolio of this purchase is 0.36%. The holding was 68,547 shares as of 12/31/2021.

Added: Apple Inc (AAPL)

Resonant Capital Advisors, LLC added 21.64% to its stake in Apple Inc. Purchase prices ranged between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now trading at around $159.690000. The impact on a portfolio of this purchase is 0.23%. The holding was 49,119 shares as of 12/31/2021.

Added: Amazon.com Inc (AMZN)

Resonant Capital Advisors, LLC added 23.29% to its stake in Amazon.com Inc. Purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now trading at around $2777.450000. The impact on a portfolio of this purchase is 0.09%. The holding was 990 shares as of 12/31/2021.

Added: JPMorgan Ultra-Short Municipal Income ETF (JMST)

Resonant Capital Advisors, LLC added a 45.47% stake in JPMorgan Ultra-Short Municipal Income ETF. Purchase prices were between $50.97 and $51.07, with an estimated average price of $51.02. The stock is now trading at around $50.840000. The impact on a portfolio of this purchase is 0.04%. The holding was 17,253 shares as of 12/31/2021.

Added: Cardinal Health Inc (CAH)

Resonant Capital Advisors, LLC added 48.86% to its stake in Cardinal Health Inc. Purchase prices were between $45.87 and $52.17, with an estimated average price of $49.05. The stock is now trading at around $50.800000. The impact on a portfolio of this purchase is 0.03%. The holding was 10,279 shares as of 12/31/2021.

Sold out: Biogen Inc (BIIB)

Resonant Capital Advisors, LLC sold a stake in Biogen Inc. Sale prices were between $223.92 and $287.77, with an estimated average price of $256.27.

Sold out: Citrix Systems Inc (CTXS)

Resonant Capital Advisors, LLC sold a stake in Citrix Systems Inc. Sale prices ranged from $78.72 to $106.47, with an estimated average price of $91.07.

Sold Out: Exelixis Inc (EXEL)

Resonant Capital Advisors, LLC sold a stake in Exelixis Inc. Sale prices were between $15.84 and $21.88, with an estimated average price of $19.07.

Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)

Resonant Capital Advisors, LLC has sold a stake in iShares iBonds Dec 2021 Term Corporate ETF. Selling prices were between $24.7 and $24.74, with an estimated average price of $24.72.

Sold Out: iShares iBonds Dec 2024 Term Corporate ETF (IBDP)

Resonant Capital Advisors, LLC has sold a stake in iShares iBonds Dec 2024 Term Corporate ETF. Selling prices were between $25.84 and $26.16, with an estimated average price of $25.97.

Sold out: Citigroup Inc (C)

Resonant Capital Advisors, LLC sold a stake in Citigroup Inc. Sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.

Here is the complete portfolio of Resonant Capital Advisors, LLC. See also:

1. Undervalued shares of Resonant Capital Advisors, LLC

2. Top Growth Companies from Resonant Capital Advisors, LLC, and

3. High Yield Stocks of Resonant Capital Advisors, LLC

4. Stocks Resonant Capital Advisors, LLC continues to buyThis article first appeared on GuruFocus.

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