0001803236-24-000001.txt : 20240131 0001803236-24-000001.hdr.sgml : 20240131 20240131133727 ACCESSION NUMBER: 0001803236-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resonant Capital Advisors, LLC CENTRAL INDEX KEY: 0001803236 ORGANIZATION NAME: 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: 24581955 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 12-31-2023 12-31-2023 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 01-31-2024 0 287 1034741498 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1279784 11627 SH SOLE 11627 0 0 ABBVIE INC COM 00287Y109 1925812 12427 SH SOLE 12427 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 3442556 177818 SH SOLE 177818 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 1074804 54448 SH SOLE 54448 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4200393 11970 SH SOLE 11970 0 0 ADOBE INC COM 00724F101 1526699 2559 SH SOLE 2559 0 0 ADVANCED MICRO DEVICES INC COM 007903107 717887 4870 SH SOLE 4870 0 0 AERCAP HOLDINGS NV SHS N00985106 206461 2778 SH SOLE 2778 0 0 ALLIANT ENERGY CORP COM 018802108 294308 5737 SH SOLE 5737 0 0 ALPHABET INC CAP STK CL C 02079K107 6129891 43496 SH SOLE 43496 0 0 ALPHABET INC CAP STK CL A 02079K305 2507715 17952 SH SOLE 17952 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1838811 43246 SH SOLE 43246 0 0 AMAZON COM INC COM 023135106 4885479 32154 SH SOLE 32154 0 0 AMERICAN EXPRESS CO COM 025816109 3139818 16760 SH SOLE 16760 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 591002 4971 SH SOLE 4971 0 0 AMERIPRISE FINL INC COM 03076C106 224480 591 SH SOLE 591 0 0 AMGEN INC COM 031162100 3333255 11573 SH SOLE 11573 0 0 AMPHENOL CORP NEW CL A 032095101 838561 8441 SH SOLE 8441 0 0 ANALOG DEVICES INC COM 032654105 3647944 18372 SH SOLE 18372 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 203154 2180 SH SOLE 2180 0 0 APPLE INC COM 037833100 13832288 71845 SH SOLE 71845 0 0 ARCH CAP GROUP LTD ORD G0450A105 422151 5684 SH SOLE 5684 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 270977 358 SH SOLE 358 0 0 AT&T INC COM 00206R102 245022 14602 SH SOLE 14602 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3042453 12990 SH SOLE 12990 0 0 AUTOZONE INC COM 053332102 3381978 1308 SH SOLE 1308 0 0 BANK AMERICA CORP COM 060505104 334107 9923 SH SOLE 9923 0 0 BECTON DICKINSON & CO COM 075887109 2204955 9043 SH SOLE 9043 0 0 BERKLEY W R CORP COM 084423102 852459 12054 SH SOLE 12054 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7214875 20229 SH SOLE 20229 0 0 BLACKROCK INC COM 09247X101 509810 628 SH SOLE 628 0 0 BOEING CO COM 097023105 857050 3288 SH SOLE 3288 0 0 BOOKING HOLDINGS INC COM 09857L108 535630 151 SH SOLE 151 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 784344 6132 SH SOLE 6132 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2566680 50023 SH SOLE 50023 0 0 BROADCOM INC COM 11135F101 2824113 2530 SH SOLE 2530 0 0 BROADSTONE NET LEASE INC COM 11135E203 278137 15889 SH SOLE 15889 0 0 BROWN & BROWN INC COM 115236101 694745 9770 SH SOLE 9770 0 0 BROWN FORMAN CORP CL B 115637209 348383 6079 SH SOLE 6079 0 0 CARDINAL HEALTH INC COM 14149Y108 867336 8562 SH SOLE 8562 0 0 CARIBOU BIOSCIENCES INC COM 142038108 1055455 184198 SH SOLE 184198 0 0 CARMAX INC COM 143130102 416698 5430 SH SOLE 5430 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 538985 9351 SH SOLE 9351 0 0 CATERPILLAR INC COM 149123101 391171 1323 SH SOLE 1323 0 0 CDW CORP COM 12514G108 932239 4101 SH SOLE 4101 0 0 CENTENE CORP DEL COM 15135B101 319474 4305 SH SOLE 4305 0 0 CF INDS HLDGS INC COM 125269100 405768 5104 SH SOLE 5104 0 0 CHEVRON CORP NEW COM 166764100 4766706 31957 SH SOLE 31957 0 0 CHUBB LIMITED COM H1467J104 270410 1192 SH SOLE 1192 0 0 CISCO SYS INC COM 17275R102 2854734 56507 SH SOLE 56507 0 0 COCA COLA CO COM 191216100 225879 3833 SH SOLE 3833 0 0 COMCAST CORP NEW CL A 20030N101 926638 21132 SH SOLE 21132 0 0 CONSTELLATION ENERGY CORP COM 21037T109 210870 1804 SH SOLE 1804 0 0 COPART INC COM 217204106 1105097 22553 SH SOLE 22553 0 0 COSTCO WHSL CORP NEW COM 22160K105 3618414 5359 SH SOLE 5359 0 0 COUPANG INC CL A 22266T109 164766 10177 SH SOLE 10177 0 0 CRANE COMPANY COMMON STOCK 224408104 455784 3858 SH SOLE 3858 0 0 CSX CORP COM 126408103 1682916 48541 SH SOLE 48541 0 0 CVS HEALTH CORP COM 126650100 3250073 41161 SH SOLE 41161 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 282355 1289 SH SOLE 1289 0 0 DANAHER CORPORATION COM 235851102 2987844 12902 SH SOLE 12902 0 0 DARDEN RESTAURANTS INC COM 237194105 216712 1319 SH SOLE 1319 0 0 DEVON ENERGY CORP NEW COM 25179M103 1941603 42861 SH SOLE 42861 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 208731 1433 SH SOLE 1433 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1958636 32852 SH SOLE 32852 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 8662576 178573 SH SOLE 178573 0 0 DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 344477 25920 SH SOLE 25920 0 0 DISNEY WALT CO COM 254687106 2012613 22223 SH SOLE 22223 0 0 DOCUSIGN INC COM 256163106 1028485 17300 SH SOLE 17300 0 0 DOLLAR GEN CORP NEW COM 256677105 2178871 16027 SH SOLE 16027 0 0 DOLLAR TREE INC COM 256746108 648742 4567 SH SOLE 4567 0 0 EATON CORP PLC SHS G29183103 403133 1674 SH SOLE 1674 0 0 EBAY INC. 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