0001803236-21-000004.txt : 20211018
0001803236-21-000004.hdr.sgml : 20211018
20211018134440
ACCESSION NUMBER: 0001803236-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211018
DATE AS OF CHANGE: 20211018
EFFECTIVENESS DATE: 20211018
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: 211327951
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
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0001803236
XXXXXXXX
09-30-2021
09-30-2021
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Resonant Capital Advisors, LLC
33 East Main Street
Suite 440
Madison
WI
53703
13F HOLDINGS REPORT
028-20156
N
Rebecca A. Schmidt
CCO
608-733-6220
/s/ Rebecca A. Schmidt
Madison
WI
10-18-2021
0
190
574661
INFORMATION TABLE
2
infotable.xml
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ACCENTURE PLC IRELAND
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ALPHABET INC
CAP STK CL A
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SOLE
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COM
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COM
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APPLE INC
COM
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CL A
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COM
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CL A LTD VT SH
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COM
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BROWN FORMAN CORP
CL B
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CARMAX INC
COM
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CARRIER GLOBAL CORPORATION
COM
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CDW CORP
COM
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CHEVRON CORP NEW
COM
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CISCO SYS INC
COM
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CITIGROUP INC
COM NEW
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CITRIX SYS INC
COM
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4705
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COMCAST CORP NEW
CL A
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COPART INC
COM
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5249
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COSTCO WHSL CORP NEW
COM
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CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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DEVON ENERGY CORP NEW
COM
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DIREXION SHS ETF TR
DLY S&P500 BR 1X
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DISNEY WALT CO
COM
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DOCUSIGN INC
COM
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DOLLAR GEN CORP NEW
COM
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COM
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EASTMAN CHEM CO
COM
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EBAY INC.
COM
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EDWARDS LIFESCIENCES CORP
COM
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ELANCO ANIMAL HEALTH INC
COM
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ELECTRONIC ARTS INC
COM
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EQT CORP
COM
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ERICSSON
ADR B SEK 10
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DISTILLATE US
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COM
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EXELON CORP
COM
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EXPEDITORS INTL WASH INC
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COM
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MORNSTAR UPSTR
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FLOOR & DECOR HLDGS INC
CL A
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GARTNER INC
COM
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COM NEW
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COM
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HOME DEPOT INC
COM
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SHS
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SHS
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COM
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INTEL CORP
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CORE S&P MCP ETF
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ULTRA SHT MUNCPL
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COM
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2850
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SHS
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COM
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COM
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334
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KROGER CO
COM
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2224
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LABORATORY CORP AMER HLDGS
COM NEW
50540R409
718
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SOLE
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LAM RESEARCH CORP
COM
512807108
241
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SH
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LENNAR CORP
CL A
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212
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LIBERTY BROADBAND CORP
COM SER C
530307305
618
3580
SH
SOLE
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0
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LILLY ELI & CO
COM
532457108
494
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SOLE
2136
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LINDE PLC
SHS
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315
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SH
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LOWES COS INC
COM
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2104
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0
0
M & T BK CORP
COM
55261F104
309
2069
SH
SOLE
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0
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MARKEL CORP
COM
570535104
590
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SH
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MCDONALDS CORP
COM
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2334
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MCKESSON CORP
COM
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SHS
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MERCK & CO INC
COM
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263
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MICROCHIP TECHNOLOGY INC.
COM
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456
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0
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
CL A
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283
4836
SH
SOLE
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0
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NIKE INC
CL B
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551
3795
SH
SOLE
3795
0
0
NORTHERN TR CORP
COM
665859104
2051
19029
SH
SOLE
19029
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
389
8942
SH
SOLE
8942
0
0
NVIDIA CORPORATION
COM
67066G104
202
975
SH
SOLE
975
0
0
OMNICOM GROUP INC
COM
681919106
354
4838
SH
SOLE
4838
0
0
ORACLE CORP
COM
68389X105
2944
33790
SH
SOLE
33790
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
632
1034
SH
SOLE
1034
0
0
OTIS WORLDWIDE CORP
COM
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243
2956
SH
SOLE
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COM
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766
1599
SH
SOLE
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0
0
PAYPAL HLDGS INC
COM
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2874
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SH
SOLE
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0
PEPSICO INC
COM
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2297
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SH
SOLE
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0
0
PFIZER INC
COM
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3159
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SOLE
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PNC FINL SVCS GROUP INC
COM
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3110
15897
SH
SOLE
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0
0
PROCTER AND GAMBLE CO
COM
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1789
12798
SH
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PROGRESSIVE CORP
COM
743315103
2846
31489
SH
SOLE
31489
0
0
QORVO INC
COM
74736K101
438
2619
SH
SOLE
2619
0
0
QUALCOMM INC
COM
747525103
2825
21901
SH
SOLE
21901
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
510
5933
SH
SOLE
5933
0
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
406
19052
SH
SOLE
19052
0
0
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
436
3920
SH
SOLE
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0
0
RLI CORP
COM
749607107
373
3721
SH
SOLE
3721
0
0
ROSS STORES INC
COM
778296103
415
3809
SH
SOLE
3809
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
19857
604858
SH
SOLE
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0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
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10354
321255
SH
SOLE
321255
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
17932
340399
SH
SOLE
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0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
14957
277233
SH
SOLE
277233
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
265
3571
SH
SOLE
3571
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
5276
84302
SH
SOLE
84302
0
0
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
13904
245170
SH
SOLE
245170
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
639
10000
SH
SOLE
10000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
5121
98310
SH
SOLE
98310
0
0
SHOPIFY INC
CL A
82509L107
270
199
SH
SOLE
199
0
0
SMITH A O CORP
COM
831865209
427
7000
SH
SOLE
7000
0
0
SMUCKER J M CO
COM NEW
832696405
1588
13234
SH
SOLE
13234
0
0
SONY GROUP CORPORATION
SPONSORED ADR
835699307
567
5130
SH
SOLE
5130
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
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1121
3300
SH
SOLE
3300
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9452
21880
SH
SOLE
21880
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
4697
9741
SH
SOLE
9741
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
379
12121
SH
SOLE
12121
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
206
1750
SH
SOLE
1750
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
5133
62625
SH
SOLE
62625
0
0
STARBUCKS CORP
COM
855244109
1618
14667
SH
SOLE
14667
0
0
STRYKER CORPORATION
COM
863667101
2169
8203
SH
SOLE
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0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
224
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SH
SOLE
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0
0
TARGET CORP
COM
87612E106
251
1096
SH
SOLE
1096
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
436
3178
SH
SOLE
3178
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
615
1076
SH
SOLE
1076
0
0
TRIMTABS ETF TR
US FREE CASH FLW
89628W302
1585
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SH
SOLE
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0
0
TRUIST FINL CORP
COM
89832Q109
2508
42757
SH
SOLE
42757
0
0
ULTA BEAUTY INC
COM
90384S303
420
1164
SH
SOLE
1164
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
360
2605
SH
SOLE
2605
0
0
US BANCORP DEL
COM NEW
902973304
682
11387
SH
SOLE
11387
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2655
11957
SH
SOLE
11957
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1959
4951
SH
SOLE
4951
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
4906
36700
SH
SOLE
36700
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1429
23447
SH
SOLE
23447
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
8969
163758
SH
SOLE
163758
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
27287
331117
SH
SOLE
331117
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
31007
201868
SH
SOLE
201868
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
757
15000
SH
SOLE
15000
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
610
5901
SH
SOLE
5901
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
322
5216
SH
SOLE
5216
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1617
29931
SH
SOLE
29931
0
0
VISA INC
COM CL A
92826C839
2845
12770
SH
SOLE
12770
0
0
XILINX INC
COM
983919101
2361
15635
SH
SOLE
15635
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
416
808
SH
SOLE
808
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
350
2387
SH
SOLE
2387
0
0
ZOETIS INC
CL A
98978V103
412
2124
SH
SOLE
2124
0
0