0001803236-23-000001.txt : 20230123
0001803236-23-000001.hdr.sgml : 20230123
20230123154917
ACCESSION NUMBER: 0001803236-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230123
DATE AS OF CHANGE: 20230123
EFFECTIVENESS DATE: 20230123
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: 23544172
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
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12-31-2022
12-31-2022
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Resonant Capital Advisors, LLC
33 East Main Street
Suite 440
Madison
WI
53703
13F HOLDINGS REPORT
028-20156
000298451
801-114001
N
Rebecca A. Schmidt
CCO
608-733-6220
/s/ Rebecca A. Schmidt
Madison
WI
01-23-2023
0
258
801856473
INFORMATION TABLE
2
infotable.xml
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COM
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COM
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CL A LTD VT SH
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BROWN & BROWN INC
COM
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BROWN FORMAN CORP
CL B
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CARDINAL HEALTH INC
COM
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CARMAX INC
COM
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CARRIER GLOBAL CORPORATION
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CDW CORP
COM
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COM
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COM
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COM
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COMCAST CORP NEW
CL A
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COPART INC
COM
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COSTCO WHSL CORP NEW
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SPON ADR NEW
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COM
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RUS MID CAP ETF
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ULTRA SHT MUNCPL
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MUNICIPAL ETF
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ULTRA SHRT INC
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HENDERSN SML ETF
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COM
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SHS
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COM
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KEYSIGHT TECHNOLOGIES INC
COM
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SH
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KROGER CO
COM
501044101
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SH
SOLE
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0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
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SH
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COM
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LENNAR CORP
CL A
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LIBERTY BROADBAND CORP
COM SER C
530307305
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SH
SOLE
4938
0
0
LILLY ELI & CO
COM
532457108
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4753
SH
SOLE
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0
0
LINDE PLC
SHS
G5494J103
531673
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SH
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1630
0
0
LOWES COS INC
COM
548661107
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SH
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11310
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0
MARATHON PETE CORP
COM
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SH
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MARKEL CORP
COM
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638
SH
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638
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
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SH
SOLE
895
0
0
MCDONALDS CORP
COM
580135101
3236718
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SH
SOLE
12282
0
0
MCKESSON CORP
COM
58155Q103
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SH
SOLE
13063
0
0
MEDTRONIC PLC
SHS
G5960L103
634955
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SH
SOLE
8115
0
0
MERCK & CO INC
COM
58933Y105
792400
7100
SH
SOLE
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0
0
META PLATFORMS INC
CL A
30303M102
305904
2542
SH
SOLE
2542
0
0
METLIFE INC
COM
59156R108
301059
4160
SH
SOLE
4160
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
553500
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SH
SOLE
7879
0
0
MICROSOFT CORP
COM
594918104
6402475
26697
SH
SOLE
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0
0
MONDELEZ INTL INC
CL A
609207105
517845
7725
SH
SOLE
7725
0
0
MORGAN STANLEY
COM NEW
617446448
305052
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SH
SOLE
3588
0
0
MURPHY USA INC
COM
626755102
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SH
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NETFLIX INC
COM
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SH
SOLE
753
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0
NEXTERA ENERGY INC
COM
65339F101
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SH
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0
0
NIKE INC
CL B
654106103
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SH
SOLE
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0
0
NORTHERN TR CORP
COM
665859104
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SH
SOLE
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0
0
NOVO-NORDISK A S
ADR
670100205
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SH
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0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
297093
8692
SH
SOLE
8692
0
0
NVIDIA CORPORATION
COM
67066G104
501552
3432
SH
SOLE
3432
0
0
OMNICOM GROUP INC
COM
681919106
474839
5772
SH
SOLE
5772
0
0
ORACLE CORP
COM
68389X105
3163011
38696
SH
SOLE
38696
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
1023808
1213
SH
SOLE
1213
0
0
OTIS WORLDWIDE CORP
COM
68902V107
304548
3889
SH
SOLE
3889
0
0
PALO ALTO NETWORKS INC
COM
697435105
570160
4086
SH
SOLE
4086
0
0
PAYPAL HLDGS INC
COM
70450Y103
493199
6925
SH
SOLE
6925
0
0
PEPSICO INC
COM
713448108
3393930
18680
SH
SOLE
18680
0
0
PFIZER INC
COM
717081103
4413250
86129
SH
SOLE
86129
0
0
PHILIP MORRIS INTL INC
COM
718172109
343513
3352
SH
SOLE
3352
0
0
PNC FINL SVCS GROUP INC
COM
693475105
2869296
18167
SH
SOLE
18167
0
0
PROCTER AND GAMBLE CO
COM
742718109
2733081
18033
SH
SOLE
18033
0
0
PROGRESSIVE CORP
COM
743315103
4737269
36522
SH
SOLE
36522
0
0
PROSHARES TR
SHRT RUSSELL2000
74348A210
245410
9976
SH
SOLE
9976
0
0
QUALCOMM INC
COM
747525103
2828207
25725
SH
SOLE
25725
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
898592
8904
SH
SOLE
8904
0
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
502550
23095
SH
SOLE
23095
0
0
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
644094
4533
SH
SOLE
4533
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
303170
4258
SH
SOLE
4258
0
0
RLI CORP
COM
749607107
604367
4604
SH
SOLE
4604
0
0
ROSS STORES INC
COM
778296103
545413
4699
SH
SOLE
4699
0
0
S&P GLOBAL INC
COM
78409V104
879218
2625
SH
SOLE
2625
0
0
SALESFORCE INC
COM
79466L302
211216
1593
SH
SOLE
1593
0
0
SCHLUMBERGER LTD
COM STK
806857108
310618
5791
SH
SOLE
5791
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
15892752
340170
SH
SOLE
340170
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
16377533
563383
SH
SOLE
563383
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
15875899
322484
SH
SOLE
322484
0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
7240425
292188
SH
SOLE
292188
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
17150708
320934
SH
SOLE
320934
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
5665215
109388
SH
SOLE
109388
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
225185
2981
SH
SOLE
2981
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US BM
808524789
1468203
27902
SH
SOLE
27902
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
12968726
148265
SH
SOLE
148265
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
946745
13429
SH
SOLE
13429
0
0
SHELL PLC
SPON ADS
780259305
228882
4019
SH
SOLE
4019
0
0
SMITH A O CORP
COM
831865209
349736
6110
SH
SOLE
6110
0
0
SMUCKER J M CO
COM NEW
832696405
2355349
14864
SH
SOLE
14864
0
0
SONY GROUP CORPORATION
SPONSORED ADR
835699307
338073
4432
SH
SOLE
4432
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1095865
3300
SH
SOLE
3300
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1775259
53861
SH
SOLE
53861
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
18051788
46984
SH
SOLE
46984
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
4373326
9803
SH
SOLE
9803
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
4437935
104422
SH
SOLE
104422
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
843761
17960
SH
SOLE
17960
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
2934568
79377
SH
SOLE
79377
0
0
SPDR SER TR
PORTFLI TIPS ETF
78464A656
1035346
40192
SH
SOLE
40192
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
7002169
94343
SH
SOLE
94343
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
218943
1750
SH
SOLE
1750
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
326265
11105
SH
SOLE
11105
0
0
STARBUCKS CORP
COM
855244109
1852758
18677
SH
SOLE
18677
0
0
STEEL DYNAMICS INC
COM
858119100
245982
2509
SH
SOLE
2509
0
0
STRYKER CORPORATION
COM
863667101
2353814
9598
SH
SOLE
9598
0
0
SWVL HOLDINGS CORP
CLASS A COM
G86302109
2055
15000
SH
SOLE
15000
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
220179
2942
SH
SOLE
2942
0
0
TARGET CORP
COM
87612E106
235036
1577
SH
SOLE
1577
0
0
TAYLOR MORRISON HOME CORP
COM
87724P106
220523
7266
SH
SOLE
7266
0
0
TE CONNECTIVITY LTD
SHS
H84989104
577100
5027
SH
SOLE
5027
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
692041
1256
SH
SOLE
1256
0
0
TORO CO
COM
891092108
340052
2995
SH
SOLE
2995
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
296867
4782
SH
SOLE
4782
0
0
TRIMTABS ETF TR
FCF US QLTY ETF
89628W302
257947
5544
SH
SOLE
5544
0
0
TRUIST FINL CORP
COM
89832Q109
2083900
48429
SH
SOLE
48429
0
0
ULTA BEAUTY INC
COM
90384S303
680152
1450
SH
SOLE
1450
0
0
UNDER ARMOUR INC
CL C
904311206
219361
24592
SH
SOLE
24592
0
0
UNION PAC CORP
COM
907818108
339388
1639
SH
SOLE
1639
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
604442
3477
SH
SOLE
3477
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
875327
1651
SH
SOLE
1651
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
478603
3397
SH
SOLE
3397
0
0
US BANCORP DEL
COM NEW
902973304
491956
11158
SH
SOLE
11158
0
0
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
2382291
15169
SH
SOLE
15169
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
8397026
23900
SH
SOLE
23900
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3201859
16747
SH
SOLE
16747
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
4332619
42142
SH
SOLE
42142
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1316204
26251
SH
SOLE
26251
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
13510028
272985
SH
SOLE
272985
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
31076266
413303
SH
SOLE
413303
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
3807516
65108
SH
SOLE
65108
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
740212
12802
SH
SOLE
12802
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
37882141
249471
SH
SOLE
249471
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
629550
15000
SH
SOLE
15000
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
605976
5600
SH
SOLE
5600
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
9441410
135594
SH
SOLE
135594
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
256575
5216
SH
SOLE
5216
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
286585
2363
SH
SOLE
2363
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
437856
11113
SH
SOLE
11113
0
0
VISA INC
COM CL A
92826C839
3523402
16959
SH
SOLE
16959
0
0
WALMART INC
COM
931142103
475227
3342
SH
SOLE
3342
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
229487
895
SH
SOLE
895
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
421536
3300
SH
SOLE
3300
0
0
ZOETIS INC
CL A
98978V103
332669
2270
SH
SOLE
2270
0
0