0001803236-20-000002.txt : 20201103 0001803236-20-000002.hdr.sgml : 20201103 20201103120628 ACCESSION NUMBER: 0001803236-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201103 DATE AS OF CHANGE: 20201103 EFFECTIVENESS DATE: 20201103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resonant Capital Advisors, LLC CENTRAL INDEX KEY: 0001803236 IRS NUMBER: 830908962 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20156 FILM NUMBER: 201282531 BUSINESS ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 BUSINESS PHONE: (608) 733-6220 MAIL ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803236 XXXXXXXX 09-30-2020 09-30-2020 false Resonant Capital Advisors, LLC

33 East Main Street Suite 440 Madison WI 53703

13F HOLDINGS REPORT 028-20156 N Rebecca A. Schmidt 608-733-6220 /s/ Rebecca A. Schmidt Madison WI 11-03-2020 0 157 350894 INFORMATION TABLE 2 infotable.xml 3M CO MMM 88579Y101 1001 6250 SH SOLE 6250 0 0 ABBOTT LABS ABT 002824100 1056 9700 SH SOLE 9700 0 0 ABBVIE INC ABBV 00287Y109 720 8223 SH SOLE 8223 0 0 ACCENTURE PLC IRELAND ACN G1151C101 2076 9187 SH SOLE 9187 0 0 ALPHABET INC GOOGL 02079K305 453 309 SH SOLE 309 0 0 ALPHABET INC GOOG 02079K107 1881 1280 SH SOLE 1280 0 0 AMAZON COM INC AMZN 023135106 1962 623 SH SOLE 623 0 0 AMERICAN EXPRESS CO AXP 025816109 987 9843 SH SOLE 9843 0 0 AMERICAN FINL GROUP INC OHIO AFG 025932104 267 3993 SH SOLE 3993 0 0 AMGEN INC AMGN 031162100 1605 6313 SH SOLE 6313 0 0 AMPHENOL CORP NEW APH 032095101 319 2943 SH SOLE 2943 0 0 ANALOG DEVICES INC ADI 032654105 1418 12150 SH SOLE 12150 0 0 APPLE INC AAPL 037833100 4381 37832 SH SOLE 37832 0 0 ARCH CAP GROUP LTD ACGL G0450A105 288 9852 SH SOLE 9852 0 0 AUTOMATIC DATA PROCESSING IN ADP 053015103 1493 10637 SH SOLE 10637 0 0 AUTOZONE INC AZO 053332102 1032 876 SH SOLE 876 0 0 AXALTA COATING SYS LTD AXTA G0750C108 246 11108 SH SOLE 11108 0 0 BECTON DICKINSON & CO BDX 075887109 1287 5532 SH SOLE 5532 0 0 BERKLEY W R CORP WRB 084423102 290 4744 SH SOLE 4744 0 0 BERKSHIRE HATHAWAY INC DEL BRKB 084670702 2402 11282 SH SOLE 11282 0 0 BIOGEN INC BIIB 09062X103 737 2597 SH SOLE 2597 0 0 BOEING CO BA 097023105 462 2797 SH SOLE 2797 0 0 BOOZ ALLEN HAMILTON HLDG COR BAH 099502106 244 2942 SH SOLE 2942 0 0 BRISTOL-MYERS SQUIBB CO BMY 110122108 1290 21389 SH SOLE 21389 0 0 BROOKFIELD ASSET MGMT INC BAM 112585104 359 10866 SH SOLE 10866 0 0 BROWN & BROWN INC BRO 115236101 400 8837 SH SOLE 8837 0 0 BROWN FORMAN CORP BFB 115637209 218 2891 SH SOLE 2891 0 0 CARMAX INC KMX 143130102 328 3564 SH SOLE 3564 0 0 CDW CORP CDW 12514G108 387 3240 SH SOLE 3240 0 0 CHEVRON CORP NEW CVX 166764100 1314 18245 SH SOLE 18245 0 0 CISCO SYS INC CSCO 17275R102 1313 33339 SH SOLE 33339 0 0 CITRIX SYS INC CTXS 177376100 325 2360 SH SOLE 2360 0 0 COPART INC CPRT 217204106 468 4455 SH SOLE 4455 0 0 COSTCO WHSL CORP NEW COST 22160K105 1519 4279 SH SOLE 4279 0 0 CVS HEALTH CORP CVS 126650100 1383 23683 SH SOLE 23683 0 0 DANAHER CORPORATION DHR 235851102 2207 10241 SH SOLE 10241 0 0 DEVON ENERGY CORP NEW DVN 25179M103 209 21206 SH SOLE 21206 0 0 DISNEY WALT CO DIS 254687106 1562 12592 SH SOLE 12592 0 0 DOCUSIGN INC DOCU 256163106 2490 11569 SH SOLE 11569 0 0 DOLLAR GEN CORP NEW DG 256677105 2022 9648 SH SOLE 9648 0 0 DOLLAR TREE INC DLTR 256746108 340 3723 SH SOLE 3723 0 0 EBAY INC. 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MCHP 595017104 254 2469 SH SOLE 2469 0 0 MICROSOFT CORP MSFT 594918104 3864 18369 SH SOLE 18369 0 0 NIKE INC NKE 654106103 478 3804 SH SOLE 3804 0 0 NOBLE ENERGY INC NBL 655044105 173 20202 SH SOLE 20202 0 0 NORTHERN TR CORP NTRS 665859104 1107 14075 SH SOLE 14075 0 0 OMNICOM GROUP INC OMC 681919106 211 4207 SH SOLE 4207 0 0 ORACLE CORP ORCL 68389X105 1598 26764 SH SOLE 26764 0 0 OREILLY AUTOMOTIVE INC ORLY 67103H107 379 821 SH SOLE 821 0 0 PALO ALTO NETWORKS INC PANW 697435105 314 1284 SH SOLE 1284 0 0 PAYPAL HLDGS INC PYPL 70450Y103 1853 9406 SH SOLE 9406 0 0 PEPSICO INC PEP 713448108 1625 11725 SH SOLE 11725 0 0 PFIZER INC PFE 717081103 2165 58979 SH SOLE 58979 0 0 PNC FINL SVCS GROUP INC PNC 693475105 1401 12746 SH SOLE 12746 0 0 PROCTER AND GAMBLE CO PG 742718109 1327 9544 SH SOLE 9544 0 0 PROGRESSIVE CORP PGR 743315103 2381 25155 SH SOLE 25155 0 0 QORVO INC QRVO 74736K101 227 1763 SH SOLE 1763 0 0 QUALCOMM INC QCOM 747525103 2242 19050 SH SOLE 19050 0 0 RAYTHEON TECHNOLOGIES CORP RTX 75513E101 359 6246 SH SOLE 6246 0 0 REGIONS FINANCIAL CORP NEW RF 7591EP100 181 15475 SH SOLE 15475 0 0 REINSURANCE GRP OF AMERICA I RGA 759351604 307 3228 SH SOLE 3228 0 0 RLI CORP RLI 749607107 248 2960 SH SOLE 2960 0 0 ROSS STORES INC ROST 778296103 289 3098 SH SOLE 3098 0 0 SCHWAB STRATEGIC TR SCHR 808524854 11214 191112 SH SOLE 191112 0 0 SCHWAB STRATEGIC TR FNDE 808524730 5806 244782 SH SOLE 244782 0 0 SCHWAB STRATEGIC TR FNDX 808524771 19439 501903 SH SOLE 501903 0 0 SCHWAB STRATEGIC TR FNDA 808524763 9290 281093 SH SOLE 281093 0 0 SCHWAB STRATEGIC TR FNDF 808524755 11903 484447 SH SOLE 484447 0 0 SCHWAB STRATEGIC TR SCHP 808524870 3909 63427 SH SOLE 63427 0 0 SELECT SECTOR SPDR TR XLU 81369Y886 594 10000 SH SOLE 10000 0 0 SHOPIFY INC SHOP 82509L107 229 224 SH SOLE 224 0 0 SMITH A O CORP AOS 831865209 370 7000 SH SOLE 7000 0 0 SMUCKER J M CO SJM 832696405 1194 10332 SH SOLE 10332 0 0 SONY CORP SNE 835699307 386 5027 SH SOLE 5027 0 0 SPDR DOW JONES INDL AVERAGE DIA 78467X109 918 3300 SH SOLE 3300 0 0 SPDR S&P 500 ETF TR SPY 78462F103 5356 15930 SH SOLE 15930 0 0 SPDR S&P MIDCAP 400 ETF TR MDY 78467Y107 3070 9032 SH SOLE 9032 0 0 SPDR SER TR SPSB 78464A474 383 12217 SH SOLE 12217 0 0 SPDR SER TR SDY 78464A763 285 3085 SH SOLE 3085 0 0 SPDR SER TR SPYG 78464A409 455 9080 SH SOLE 9080 0 0 STARBUCKS CORP SBUX 855244109 953 11095 SH SOLE 11095 0 0 STRYKER CORPORATION SYK 863667101 1309 6267 SH SOLE 6267 0 0 TAL EDUCATION GROUP TAL 874080104 228 3000 SH SOLE 3000 0 0 TE CONNECTIVITY LTD TEL H84989104 239 2448 SH SOLE 2448 0 0 THERMO FISHER SCIENTIFIC INC TMO 883556102 663 1500 SH SOLE 1500 0 0 TRIMTABS ETF TR TTAC 89628W302 9503 230933 SH SOLE 230933 0 0 TRUIST FINL CORP TFC 89832Q109 1219 32042 SH SOLE 32042 0 0 US BANCORP DEL USB 902973304 545 15014 SH SOLE 15014 0 0 VANGUARD INDEX FDS VTI 922908769 2843 16696 SH SOLE 16696 0 0 VANGUARD INDEX FDS VOO 922908363 1540 4985 SH SOLE 4985 0 0 VANGUARD INTL EQUITY INDEX F VEU 922042775 597 11825 SH SOLE 11825 0 0 VANGUARD INTL EQUITY INDEX F VSS 922042718 2786 26461 SH SOLE 26461 0 0 VANGUARD MUN BD FDS VTEB 922907746 1662 30536 SH SOLE 30536 0 0 VANGUARD SCOTTSDALE FDS VCSH 92206C409 21985 265363 SH SOLE 265363 0 0 VANGUARD SPECIALIZED FUNDS VIG 921908844 19893 153951 SH SOLE 153951 0 0 VANGUARD TAX-MANAGED INTL FD VEA 921943858 614 15000 SH SOLE 15000 0 0 VANGUARD WHITEHALL FDS VYM 921946406 453 5600 SH SOLE 5600 0 0 VERIZON COMMUNICATIONS INC VZ 92343V104 1261 21199 SH SOLE 21199 0 0 VISA INC V 92826C839 1948 9739 SH SOLE 9739 0 0 XILINX INC XLNX 983919101 1317 12635 SH SOLE 12635 0 0 ZEBRA TECHNOLOGIES CORPORATI ZBRA 989207105 252 1000 SH SOLE 1000 0 0 ZIMMER BIOMET HOLDINGS INC ZBH 98956P102 224 1645 SH SOLE 1645 0 0 ZOETIS INC ZTS 98978V103 345 2089 SH SOLE 2089 0 0