0001803236-23-000002.txt : 20230421 0001803236-23-000002.hdr.sgml : 20230421 20230421150658 ACCESSION NUMBER: 0001803236-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 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: 23836068 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 X0202 13F-HR LIVE false false false 0001803236 XXXXXXXX 03-31-2023 03-31-2023 false 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 608-733-6220 /s/ Rebecca A. Schmidt Madison WI 04-21-2023 0 251 881012689 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1183628 11689 SH SOLE 11689 0 0 ABBVIE INC COM 00287Y109 2019537 12672 SH SOLE 12672 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 1760839 84778 SH SOLE 84778 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 2333464 123660 SH SOLE 123660 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3654367 12786 SH SOLE 12786 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 219661 570 SH SOLE 570 0 0 ADVANCED MICRO DEVICES INC COM 007903107 255022 2602 SH SOLE 2602 0 0 ALLIANT ENERGY CORP COM 018802108 289802 5427 SH SOLE 5427 0 0 ALPHABET INC CAP STK CL A 02079K305 1220383 11765 SH SOLE 11765 0 0 ALPHABET INC CAP STK CL C 02079K107 4708496 45274 SH SOLE 45274 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1666185 43110 SH SOLE 43110 0 0 AMAZON COM INC COM 023135106 2959982 28657 SH SOLE 28657 0 0 AMERICAN EXPRESS CO COM 025816109 2532972 15356 SH SOLE 15356 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 652455 5370 SH SOLE 5370 0 0 AMGEN INC COM 031162100 3067566 12689 SH SOLE 12689 0 0 AMPHENOL CORP NEW CL A 032095101 721415 8760 SH SOLE 8760 0 0 ANALOG DEVICES INC COM 032654105 3716611 18845 SH SOLE 18845 0 0 APPLE INC COM 037833100 10855102 65828 SH SOLE 65828 0 0 ARCH CAP GROUP LTD ORD G0450A105 466063 6867 SH SOLE 6867 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3251168 14531 SH SOLE 14531 0 0 AUTOZONE INC COM 053332102 4023992 1637 SH SOLE 1637 0 0 BECTON DICKINSON & CO COM 075887109 2415990 9760 SH SOLE 9760 0 0 BERKLEY W R CORP COM 084423102 693576 11140 SH SOLE 11140 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6403890 20740 SH SOLE 20740 0 0 BOEING CO COM 097023105 685512 3227 SH SOLE 3227 0 0 BOOKING HOLDINGS INC COM 09857L108 212193 80 SH SOLE 80 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 690077 7445 SH SOLE 7445 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2982687 43034 SH SOLE 43034 0 0 BROADCOM INC COM 11135F101 831436 1296 SH SOLE 1296 0 0 BROADSTONE NET LEASE INC COM 11135E203 272109 15997 SH SOLE 15997 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 247163 7584 SH SOLE 7584 0 0 BROWN & BROWN INC COM 115236101 680829 11857 SH SOLE 11857 0 0 BROWN FORMAN CORP CL B 115637209 320055 4964 SH SOLE 4964 0 0 CARDINAL HEALTH INC COM 14149Y108 823033 10830 SH SOLE 10830 0 0 CARMAX INC COM 143130102 365368 5684 SH SOLE 5684 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 342347 7483 SH SOLE 7483 0 0 CDW CORP COM 12514G108 862583 4426 SH SOLE 4426 0 0 CENTENE CORP DEL COM 15135B101 243295 3849 SH SOLE 3849 0 0 CF INDS HLDGS INC COM 125269100 340051 4691 SH SOLE 4691 0 0 CHEVRON CORP NEW COM 166764100 5217694 31979 SH SOLE 31979 0 0 CHUBB LIMITED COM H1467J104 266108 1365 SH SOLE 1365 0 0 CISCO SYS INC COM 17275R102 3182502 60880 SH SOLE 60880 0 0 CNH INDL N V SHS N20944109 169925 11128 SH SOLE 11128 0 0 COCA COLA CO COM 191216100 260437 4171 SH SOLE 4171 0 0 COMCAST CORP NEW CL A 20030N101 303924 8017 SH SOLE 8017 0 0 COPART INC COM 217204106 979159 13019 SH SOLE 13019 0 0 COSTCO WHSL CORP NEW COM 22160K105 3067675 6174 SH SOLE 6174 0 0 CSX CORP COM 126408103 236945 7914 SH SOLE 7914 0 0 CVS HEALTH CORP COM 126650100 3223791 43383 SH SOLE 43383 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 211019 1426 SH SOLE 1426 0 0 DANAHER CORPORATION COM 235851102 3061530 12134 SH SOLE 12134 0 0 DARDEN RESTAURANTS INC COM 237194105 205432 1324 SH SOLE 1324 0 0 DEVON ENERGY CORP NEW COM 25179M103 1412221 27904 SH SOLE 27904 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 267120 1462 SH SOLE 1462 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 8240993 170568 SH SOLE 170568 0 0 DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 330851 21359 SH SOLE 21359 0 0 DISNEY WALT CO COM 254687106 385000 3845 SH SOLE 3845 0 0 DOCUSIGN INC COM 256163106 738719 12671 SH SOLE 12671 0 0 DOLLAR GEN CORP NEW COM 256677105 2928340 13914 SH SOLE 13914 0 0 DOLLAR TREE INC COM 256746108 735550 5124 SH SOLE 5124 0 0 EBAY INC. 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PARCEL SERVICE INC CL B 911312106 730954 3768 SH SOLE 3768 0 0 UNITEDHEALTH GROUP INC COM 91324P102 824670 1745 SH SOLE 1745 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 439512 3458 SH SOLE 3458 0 0 US BANCORP DEL COM NEW 902973304 390908 10701 SH SOLE 10701 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 2448643 30320 SH SOLE 30320 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3368466 16504 SH SOLE 16504 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9462297 25161 SH SOLE 25161 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 777024 7113 SH SOLE 7113 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 15181029 299665 SH SOLE 299665 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 34854700 457231 SH SOLE 457231 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3890385 64883 SH SOLE 64883 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 40065828 260151 SH SOLE 260151 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 677550 15000 SH SOLE 15000 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5328805 50510 SH SOLE 50510 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 10807898 146687 SH SOLE 146687 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 273110 5216 SH SOLE 5216 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 290944 2547 SH SOLE 2547 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 293624 7550 SH SOLE 7550 0 0 VISA INC COM CL A 92826C839 3927288 17419 SH SOLE 17419 0 0 WALMART INC COM 931142103 211244 1427 SH SOLE 1427 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 284610 895 SH SOLE 895 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 434660 3358 SH SOLE 3358 0 0 ZOETIS INC CL A 98978V103 342534 2058 SH SOLE 2058 0 0