0001803236-23-000003.txt : 20230725 0001803236-23-000003.hdr.sgml : 20230725 20230725120545 ACCESSION NUMBER: 0001803236-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230725 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230725 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: 231107548 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 06-30-2023 06-30-2023 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 07-25-2023 0 269 920021099 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1279350 11735 SH SOLE 11735 0 0 ABBVIE INC COM 00287Y109 1666880 12372 SH SOLE 12372 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 1909273 94706 SH SOLE 94706 0 0 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 2250674 122519 SH SOLE 122519 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3920200 12704 SH SOLE 12704 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 308553 631 SH SOLE 631 0 0 ADVANCED MICRO DEVICES INC COM 007903107 531276 4664 SH SOLE 4664 0 0 ALLIANT ENERGY CORP COM 018802108 286488 5459 SH SOLE 5459 0 0 ALPHABET INC CAP STK CL C 02079K107 5452844 45076 SH SOLE 45076 0 0 ALPHABET INC CAP STK CL A 02079K305 1680588 14040 SH SOLE 14040 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1692159 43156 SH SOLE 43156 0 0 ALTRIA GROUP INC COM 02209S103 207340 4484 SH SOLE 4484 0 0 AMAZON COM INC COM 023135106 3981455 30542 SH SOLE 30542 0 0 AMERICAN EXPRESS CO COM 025816109 2935618 16852 SH SOLE 16852 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 623200 5248 SH SOLE 5248 0 0 AMGEN INC COM 031162100 2745277 12365 SH SOLE 12365 0 0 AMPHENOL CORP NEW CL A 032095101 750514 8813 SH SOLE 8813 0 0 ANALOG DEVICES INC COM 032654105 3591517 18436 SH SOLE 18436 0 0 APPLE INC COM 037833100 12837690 66184 SH SOLE 66184 0 0 ARCH CAP GROUP LTD ORD G0450A105 473202 6322 SH SOLE 6322 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 247140 341 SH SOLE 341 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3128000 14150 SH SOLE 14150 0 0 AUTOZONE INC COM 053332102 3981896 1597 SH SOLE 1597 0 0 BECTON DICKINSON & CO COM 075887109 2581226 9777 SH SOLE 9777 0 0 BERKLEY W R CORP COM 084423102 817640 13728 SH SOLE 13728 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6986067 20487 SH SOLE 20487 0 0 BLACKROCK INC COM 09247X101 422978 612 SH SOLE 612 0 0 BOEING CO COM 097023105 686059 3249 SH SOLE 3249 0 0 BOOKING HOLDINGS INC COM 09857L108 218727 81 SH SOLE 81 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 837670 7506 SH SOLE 7506 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2760274 43163 SH SOLE 43163 0 0 BROADCOM INC COM 11135F101 1168428 1347 SH SOLE 1347 0 0 BROADSTONE NET LEASE INC COM 11135E203 242238 15689 SH SOLE 15689 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 245443 7294 SH SOLE 7294 0 0 BROWN & BROWN INC COM 115236101 798337 11597 SH SOLE 11597 0 0 BROWN FORMAN CORP CL B 115637209 338918 5060 SH SOLE 5060 0 0 CARDINAL HEALTH INC COM 14149Y108 1027998 10813 SH SOLE 10813 0 0 CARMAX INC COM 143130102 506887 6056 SH SOLE 6056 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 368624 7388 SH SOLE 7388 0 0 CATERPILLAR INC COM 149123101 259829 1056 SH SOLE 1056 0 0 CDW CORP COM 12514G108 812722 4429 SH SOLE 4429 0 0 CENTENE CORP DEL COM 15135B101 261773 3881 SH SOLE 3881 0 0 CF INDS HLDGS INC COM 125269100 341616 4921 SH SOLE 4921 0 0 CHEVRON CORP NEW COM 166764100 5276575 33534 SH SOLE 33534 0 0 CHUBB LIMITED COM H1467J104 227849 1178 SH SOLE 1178 0 0 CISCO SYS INC COM 17275R102 3110298 60114 SH SOLE 60114 0 0 CNH INDL N V SHS N20944109 160243 11128 SH SOLE 11128 0 0 COCA COLA CO COM 191216100 247545 4079 SH SOLE 4079 0 0 COMCAST CORP NEW CL A 20030N101 806943 19421 SH SOLE 19421 0 0 COPART INC COM 217204106 1176153 12895 SH SOLE 12895 0 0 COSTCO WHSL CORP NEW COM 22160K105 3286272 6104 SH SOLE 6104 0 0 CSX CORP COM 126408103 789620 23156 SH SOLE 23156 0 0 CVS HEALTH CORP COM 126650100 2953510 42724 SH SOLE 42724 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 222927 1426 SH SOLE 1426 0 0 DANAHER CORPORATION COM 235851102 2963258 12333 SH SOLE 12333 0 0 DARDEN RESTAURANTS INC COM 237194105 217872 1304 SH SOLE 1304 0 0 DEVON ENERGY CORP NEW COM 25179M103 1432701 29638 SH SOLE 29638 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 253628 1462 SH SOLE 1462 0 0 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 7562263 158771 SH SOLE 158771 0 0 DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 304793 21359 SH SOLE 21359 0 0 DISNEY WALT CO COM 254687106 318015 3562 SH SOLE 3562 0 0 DOCUSIGN INC COM 256163106 637910 12486 SH SOLE 12486 0 0 DOLLAR GEN CORP NEW COM 256677105 2325646 13698 SH SOLE 13698 0 0 DOLLAR TREE INC COM 256746108 711330 4957 SH SOLE 4957 0 0 EATON CORP PLC SHS G29183103 324978 1616 SH SOLE 1616 0 0 EBAY INC. 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MNTH TREASRY 46436E718 38542597 383013 SH SOLE 383013 0 0 ISHARES TR CORE MSCI EAFE 46432F842 14955925 221569 SH SOLE 221569 0 0 ISHARES TR CORE MSCI INTL 46435G326 4532170 74152 SH SOLE 74152 0 0 ISHARES TR CORE S&P500 ETF 464287200 51964492 116588 SH SOLE 116588 0 0 ISHARES TR CORE S&P MCP ETF 464287507 27185010 103966 SH SOLE 103966 0 0 ISHARES TR CORE S&P SCP ETF 464287804 19900848 199707 SH SOLE 199707 0 0 ISHARES TR RUS MID CAP ETF 464287499 1900460 26023 SH SOLE 26023 0 0 ISHARES TR IBONDS 23 TRM HG 46435U150 1827780 77350 SH SOLE 77350 0 0 ISHARES TR IBONDS DEC2023 46435G318 5592481 219399 SH SOLE 219399 0 0 ISHARES TR IBONDS DEC23 ETF 46434VAX8 270350 10690 SH SOLE 10690 0 0 ISHARES TR IBONDS 24 TRM TS 46436E874 2160050 90758 SH SOLE 90758 0 0 ISHARES TR IBONDS 23 TRM TS 46436E882 5033934 202899 SH SOLE 202899 0 0 ISHARES TR IBONDS 25 TRM TS 46436E866 383218 16568 SH SOLE 16568 0 0 ISHARES TR IBONDS 29 TRM TS 46436E825 380450 17589 SH SOLE 17589 0 0 ISHARES TR IBONDS 27 TRM TS 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PLATFORMS INC CL A 30303M102 783742 2731 SH SOLE 2731 0 0 METLIFE INC COM 59156R108 223972 3962 SH SOLE 3962 0 0 MICROCHIP TECHNOLOGY INC. 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COM 79466L302 320693 1518 SH SOLE 1518 0 0 SCHLUMBERGER LTD COM STK 806857108 291283 5900 SH SOLE 5900 0 0 SCHWAB CHARLES CORP COM 808513105 1840910 32479 SH SOLE 32479 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 20519541 356428 SH SOLE 356428 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 15645911 484544 SH SOLE 484544 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 10505391 392431 SH SOLE 392431 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 1652394 29122 SH SOLE 29122 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 19512052 395943 SH SOLE 395943 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6645808 126756 SH SOLE 126756 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 209218 2881 SH SOLE 2881 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 20178055 399961 SH SOLE 399961 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 654400 10000 SH SOLE 10000 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 13533348 166728 SH SOLE 166728 0 0 SHELL PLC SPON ADS 780259305 242667 4019 SH SOLE 4019 0 0 SIMON PPTY GROUP INC NEW COM 828806109 228650 1980 SH SOLE 1980 0 0 SMITH A O CORP COM 831865209 374744 5149 SH SOLE 5149 0 0 SMUCKER J M CO COM NEW 832696405 2182858 14782 SH SOLE 14782 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 353857 3930 SH SOLE 3930 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1137265 3300 SH SOLE 3300 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1747914 50841 SH SOLE 50841 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 20865782 46898 SH SOLE 46898 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4691814 9766 SH SOLE 9766 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 3340318 86002 SH SOLE 86002 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 4242209 92443 SH SOLE 92443 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 545733 11599 SH SOLE 11599 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 801608 31022 SH SOLE 31022 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 8943296 115861 SH SOLE 115861 0 0 SPDR SER TR S&P DIVID ETF 78464A763 214515 1750 SH SOLE 1750 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 283478 9629 SH SOLE 9629 0 0 STARBUCKS CORP COM 855244109 1888480 19064 SH SOLE 19064 0 0 STEEL DYNAMICS INC COM 858119100 285417 2610 SH SOLE 2610 0 0 STRYKER CORPORATION COM 863667101 2906104 9502 SH SOLE 9502 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 233348 2302 SH SOLE 2302 0 0 TARGET CORP COM 87612E106 217767 1651 SH SOLE 1651 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 378163 7754 SH SOLE 7754 0 0 TE CONNECTIVITY LTD SHS H84989104 751678 5363 SH SOLE 5363 0 0 TESLA INC COM 88160R101 580344 2217 SH SOLE 2217 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 491368 941 SH SOLE 941 0 0 TORO CO COM 891092108 304542 2986 SH SOLE 2986 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 222202 3855 SH SOLE 3855 0 0 TRANSDIGM GROUP INC COM 893641100 235167 263 SH SOLE 263 0 0 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 291005 5544 SH SOLE 5544 0 0 ULTA BEAUTY INC COM 90384S303 689892 1466 SH SOLE 1466 0 0 UNDER ARMOUR INC CL C 904311206 178815 26649 SH SOLE 26649 0 0 UNION PAC CORP COM 907818108 219557 1073 SH SOLE 1073 0 0 UNITED PARCEL SERVICE INC CL B 911312106 653725 3647 SH SOLE 3647 0 0 UNITEDHEALTH GROUP INC COM 91324P102 873804 1818 SH SOLE 1818 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 530423 3362 SH SOLE 3362 0 0 US BANCORP DEL COM NEW 902973304 373379 11139 SH SOLE 11139 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 2628698 31878 SH SOLE 31878 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3635526 16504 SH SOLE 16504 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8826797 21589 SH SOLE 21589 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 777006 7033 SH SOLE 7033 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 17419510 346864 SH SOLE 346864 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 38140632 504106 SH SOLE 504106 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3307779 56389 SH SOLE 56389 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1433048 31160 SH SOLE 31160 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 36737519 225103 SH SOLE 225103 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 692700 15000 SH SOLE 15000 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5357596 50510 SH SOLE 50510 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 11512200 153312 SH SOLE 153312 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 277022 5216 SH SOLE 5216 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 278187 2443 SH SOLE 2443 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 282797 7604 SH SOLE 7604 0 0 VISA INC COM CL A 92826C839 4093918 17239 SH SOLE 17239 0 0 WALMART INC COM 931142103 235141 1496 SH SOLE 1496 0 0 WELLS FARGO CO NEW COM 949746101 201108 4712 SH SOLE 4712 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 260626 881 SH SOLE 881 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 492059 3374 SH SOLE 3374 0 0 ZOETIS INC CL A 98978V103 354925 2061 SH SOLE 2061 0 0