0001803236-23-000005.txt : 20231031
0001803236-23-000005.hdr.sgml : 20231031
20231031140452
ACCESSION NUMBER: 0001803236-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231031
DATE AS OF CHANGE: 20231031
EFFECTIVENESS DATE: 20231031
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: 231363879
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
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09-30-2023
09-30-2023
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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
10-31-2023
0
270
937869910
INFORMATION TABLE
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infotable.xml
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COM
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NATIONAL MUN ETF
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CORE S&P500 ETF
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BLACKROCK SHORT
46431W838
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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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JOHNSON & JOHNSON
COM
478160104
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0
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COM
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KEYSIGHT TECHNOLOGIES INC
COM
49338L103
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KROGER CO
COM
501044101
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LABORATORY CORP AMER HLDGS
COM NEW
50540R409
645169
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COM
512807108
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LENNAR CORP
CL A
526057104
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SOLE
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LIBERTY BROADBAND CORP
COM SER C
530307305
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SOLE
5254
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0
LINDE PLC
SHS
G54950103
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SH
SOLE
1684
0
0
LOWES COS INC
COM
548661107
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SH
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MARATHON OIL CORP
COM
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MARATHON PETE CORP
COM
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COM
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COM
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MCKESSON CORP
COM
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SHS
G5960L103
2290019
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0
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MERCK & CO INC
COM
58933Y105
651195
6281
SH
SOLE
6281
0
0
META PLATFORMS INC
CL A
30303M102
876013
2918
SH
SOLE
2918
0
0
METLIFE INC
COM
59156R108
268689
4271
SH
SOLE
4271
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
649064
8316
SH
SOLE
8316
0
0
MICROSOFT CORP
COM
594918104
9327255
29540
SH
SOLE
29540
0
0
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS
606822104
187264
22057
SH
SOLE
22057
0
0
MONDELEZ INTL INC
CL A
609207105
574380
8226
SH
SOLE
8226
0
0
MORGAN STANLEY
COM NEW
617446448
228104
2793
SH
SOLE
2793
0
0
MURPHY USA INC
COM
626755102
273726
801
SH
SOLE
801
0
0
NETFLIX INC
COM
64110L106
320205
848
SH
SOLE
848
0
0
NIKE INC
CL B
654106103
351561
3663
SH
SOLE
3663
0
0
NORTHERN TR CORP
COM
665859104
1500152
21360
SH
SOLE
21360
0
0
NOVO-NORDISK A S
ADR
670100205
301830
3319
SH
SOLE
3319
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
294299
8452
SH
SOLE
8452
0
0
NVIDIA CORPORATION
COM
67066G104
1912651
4397
SH
SOLE
4397
0
0
OMNICOM GROUP INC
COM
681919106
464423
6175
SH
SOLE
6175
0
0
ORACLE CORP
COM
68389X105
2405337
22709
SH
SOLE
22709
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
717091
789
SH
SOLE
789
0
0
OTIS WORLDWIDE CORP
COM
68902V107
257474
3206
SH
SOLE
3206
0
0
PALO ALTO NETWORKS INC
COM
697435105
971988
4146
SH
SOLE
4146
0
0
PAYPAL HLDGS INC
COM
70450Y103
1635477
27976
SH
SOLE
27976
0
0
PEPSICO INC
COM
713448108
3404727
20094
SH
SOLE
20094
0
0
PFIZER INC
COM
717081103
2923471
88136
SH
SOLE
88136
0
0
PHILIP MORRIS INTL INC
COM
718172109
355336
3785
SH
SOLE
3785
0
0
PNC FINL SVCS GROUP INC
COM
693475105
2320230
18899
SH
SOLE
18899
0
0
PROCTER AND GAMBLE CO
COM
742718109
3049203
20905
SH
SOLE
20905
0
0
PROGRESSIVE CORP
COM
743315103
3592686
25791
SH
SOLE
25791
0
0
PROSHARES TR
SHRT RUSSELL2000
74348A210
249847
10320
SH
SOLE
10320
0
0
QUALCOMM INC
COM
747525103
2854686
25704
SH
SOLE
25704
0
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
392632
22513
SH
SOLE
22513
0
0
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
697348
4803
SH
SOLE
4803
0
0
RLI CORP
COM
749607107
642352
4727
SH
SOLE
4727
0
0
ROSS STORES INC
COM
778296103
563169
4986
SH
SOLE
4986
0
0
RTX CORPORATION
COM
75513E101
537544
7469
SH
SOLE
7469
0
0
RUBICON TECHNOLOGIES INC
CL A
78112J208
29946
14397
SH
SOLE
14397
0
0
S&P GLOBAL INC
COM
78409V104
1183198
3238
SH
SOLE
3238
0
0
SALESFORCE INC
COM
79466L302
318365
1570
SH
SOLE
1570
0
0
SCHLUMBERGER LTD
COM STK
806857108
385763
6591
SH
SOLE
6591
0
0
SCHWAB CHARLES CORP
COM
808513105
1788258
32573
SH
SOLE
32573
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US BM
808524789
1539425
27942
SH
SOLE
27942
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
225088
3181
SH
SOLE
3181
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
6376889
133157
SH
SOLE
133157
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
15488104
489047
SH
SOLE
489047
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
7048406
139600
SH
SOLE
139600
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
20123347
359538
SH
SOLE
359538
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
27519446
574039
SH
SOLE
574039
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
19531808
402801
SH
SOLE
402801
0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
10482165
399777
SH
SOLE
399777
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
589300
10000
SH
SOLE
10000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
15111352
167179
SH
SOLE
167179
0
0
SHELL PLC
SPON ADS
780259305
281469
4372
SH
SOLE
4372
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
217248
2011
SH
SOLE
2011
0
0
SMITH A O CORP
COM
831865209
338453
5118
SH
SOLE
5118
0
0
SMUCKER J M CO
COM NEW
832696405
1820297
14810
SH
SOLE
14810
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
327992
3980
SH
SOLE
3980
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1108381
3300
SH
SOLE
3300
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1706061
50821
SH
SOLE
50821
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
20126495
46908
SH
SOLE
46908
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
4468315
9752
SH
SOLE
9752
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
201268
1750
SH
SOLE
1750
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
3211961
87045
SH
SOLE
87045
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
8635302
119322
SH
SOLE
119322
0
0
SPDR SER TR
PORTFLI TIPS ETF
78464A656
806654
32474
SH
SOLE
32474
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
3833902
87552
SH
SOLE
87552
0
0
STARBUCKS CORP
COM
855244109
1785971
19568
SH
SOLE
19568
0
0
STEEL DYNAMICS INC
COM
858119100
289996
2694
SH
SOLE
2694
0
0
STRYKER CORPORATION
COM
863667101
2775275
10128
SH
SOLE
10128
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
218745
2504
SH
SOLE
2504
0
0
TAYLOR MORRISON HOME CORP
COM
87724P106
334489
7850
SH
SOLE
7850
0
0
TE CONNECTIVITY LTD
SHS
H84989104
671756
5438
SH
SOLE
5438
0
0
TESLA INC
COM
88160R101
704369
2815
SH
SOLE
2815
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
711683
1405
SH
SOLE
1405
0
0
TORO CO
COM
891092108
240325
2892
SH
SOLE
2892
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
258782
3888
SH
SOLE
3888
0
0
TRANSDIGM GROUP INC
COM
893641100
237763
282
SH
SOLE
282
0
0
TRIMTABS ETF TR
FCF US QLTY ETF
89628W302
283795
5544
SH
SOLE
5544
0
0
ULTA BEAUTY INC
COM
90384S303
582398
1458
SH
SOLE
1458
0
0
UNDER ARMOUR INC
CL C
904311206
181084
28383
SH
SOLE
28383
0
0
UNION PAC CORP
COM
907818108
284675
1398
SH
SOLE
1398
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
598385
3839
SH
SOLE
3839
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
799645
1586
SH
SOLE
1586
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
426099
3389
SH
SOLE
3389
0
0
US BANCORP DEL
COM NEW
902973304
383295
11428
SH
SOLE
11428
0
0
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
2557214
33003
SH
SOLE
33003
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3505638
16504
SH
SOLE
16504
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
8039564
20395
SH
SOLE
20395
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
640492
6031
SH
SOLE
6031
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
16748372
348199
SH
SOLE
348199
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1364185
31160
SH
SOLE
31160
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
29022621
386196
SH
SOLE
386196
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
4080453
71399
SH
SOLE
71399
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
35010979
224213
SH
SOLE
224213
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
655800
15000
SH
SOLE
15000
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
10624840
148953
SH
SOLE
148953
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
5218693
50510
SH
SOLE
50510
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
263095
5216
SH
SOLE
5216
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
343005
2688
SH
SOLE
2688
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
295032
9103
SH
SOLE
9103
0
0
VISA INC
COM CL A
92826C839
3972503
17271
SH
SOLE
17271
0
0
WALMART INC
COM
931142103
308025
1926
SH
SOLE
1926
0
0
WISDOMTREE TR
INTL QULTY DIV
97717X131
478891
14956
SH
SOLE
14956
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
405981
3610
SH
SOLE
3610
0
0
ZOETIS INC
CL A
98978V103
330214
1898
SH
SOLE
1898
0
0