Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024) About Resurgent Financial Advisors LLCInvestment ActivityResurgent Financial Advisors LLC has $171.05 million in total holdings as of September 30, 2024.Resurgent Financial Advisors LLC owns shares of 177 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 7.35% of the portfolio was purchased this quarter.About 7.74% of the portfolio was sold this quarter.This quarter, Resurgent Financial Advisors LLC has purchased 172 new stocks and bought additional shares in 69 stocks.Resurgent Financial Advisors LLC sold shares of 79 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $9,654,889Apple $9,233,102Berkshire Hathaway $4,423,559JPMorgan Chase & Co. $4,329,976NVIDIA $4,321,381 Largest New Holdings this Quarter Intuitive Surgical $754,591 HoldingMercadoLibre $709,978 HoldingWisdomTree Bloomberg Floating Rate Treasury Fund $500,439 HoldingSchwab US Dividend Equity ETF $401,264 HoldingKinder Morgan $387,061 Holding Largest Purchases this Quarter Broadcom 4,552 shares (about $785.22K)Intuitive Surgical 1,536 shares (about $754.59K)MercadoLibre 346 shares (about $709.98K)iShares Russell 1000 Value ETF 3,306 shares (about $627.47K)Exxon Mobil 4,805 shares (about $563.25K) Largest Sales this Quarter iShares S&P 500 Growth ETF 23,336 shares (about $2.23M)Chevron 5,028 shares (about $740.48K)Walt Disney 7,596 shares (about $730.65K)Utilities Select Sector SPDR Fund 6,378 shares (about $515.17K)Invesco NASDAQ 100 ETF 1,926 shares (about $386.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofResurgent Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,654,889$109,724 ▲1.1%22,4385.6%Computer and TechnologyAAPLApple$9,233,102$699 ▼0.0%39,6275.4%Computer and TechnologyBRK.BBerkshire Hathaway$4,423,559$92,973 ▲2.1%9,6112.6%FinanceJPMJPMorgan Chase & Co.$4,329,976$44,280 ▲1.0%20,5352.5%FinanceNVDANVIDIA$4,321,381$63,544 ▼-1.4%35,9072.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$4,140,450$627,473 ▲17.9%21,8152.4%ETFVIGVanguard Dividend Appreciation ETF$4,028,841$32,679 ▲0.8%20,3422.4%ETFSPYSPDR S&P 500 ETF Trust$3,481,585$141,085 ▲4.2%7,7982.0%FinanceIVViShares Core S&P 500 ETF$3,205,992$32,879 ▲1.0%5,5581.9%ETFHDHome Depot$3,030,085$73,746 ▼-2.4%7,4781.8%Retail/WholesaleAMZNAmazon.com$2,951,095$27,018 ▼-0.9%15,8381.7%Retail/WholesaleGOOGLAlphabet$2,863,939$24,380 ▼-0.8%17,2681.7%Computer and TechnologyXOMExxon Mobil$2,532,222$563,250 ▲28.6%21,6021.5%Oils/EnergyTPLTexas Pacific Land$2,417,9940.0%2,7331.4%Oils/EnergyETNEaton$2,310,468$77,888 ▼-3.3%6,9711.4%Industrial ProductsIUSBiShares Core Total USD Bond Market ETF$2,290,013$478,924 ▲26.4%48,6001.3%ManufacturingCOPConocoPhillips$2,238,884$84,750 ▲3.9%21,2661.3%Oils/EnergyJNJJohnson & Johnson$2,154,908$197,227 ▲10.1%13,2971.3%MedicalWMTWalmart$2,058,726$53,134 ▼-2.5%25,4951.2%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$1,814,447$9,977 ▼-0.5%23,0961.1%FinanceDHRDanaher$1,725,392$246,326 ▲16.7%6,2061.0%Multi-Sector ConglomeratesSPHQInvesco S&P 500 Quality ETF$1,712,492$62,090 ▲3.8%25,4571.0%ETFSYBTStock Yards Bancorp$1,694,0630.0%27,3281.0%FinanceIJRiShares Core S&P Small-Cap ETF$1,594,942$38,479 ▲2.5%13,6370.9%ETFIVWiShares S&P 500 Growth ETF$1,579,205$2,234,422 ▼-58.6%16,4930.9%ETFMDLZMondelez International$1,546,481$31,604 ▼-2.0%20,9920.9%Consumer StaplesCVXChevron$1,535,443$740,476 ▼-32.5%10,4260.9%Oils/EnergyMPCMarathon Petroleum$1,482,644$86,994 ▼-5.5%9,1010.9%Oils/EnergyDONWisdomTree U.S. MidCap Dividend Fund$1,464,019$32,161 ▲2.2%28,6330.9%FinancePWRQuanta Services$1,423,070$9,839 ▲0.7%4,7730.8%ConstructionQUALiShares MSCI USA Quality Factor ETF$1,378,458$48,232 ▼-3.4%7,6880.8%ETFNEENextEra Energy$1,332,108$16,906 ▲1.3%15,7590.8%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,282,488$93,270 ▼-6.8%23,3480.7%ETFVVisa$1,280,339$17,046 ▼-1.3%4,6570.7%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$1,276,952$314,394 ▼-19.8%18,9150.7%ETFMRKMerck & Co., Inc.$1,259,268$147,515 ▼-10.5%11,0890.7%MedicalISHARES BITCOIN TRUST ETF$1,236,513$112,581 ▲10.0%34,2240.7%SHS BEN INTAMGNAmgen$1,227,620$47,687 ▲4.0%3,8100.7%MedicalFCXFreeport-McMoRan$1,226,934$119,209 ▲10.8%24,5780.7%Basic MaterialsCOSTCostco Wholesale$1,153,363$249,999 ▼-17.8%1,3010.7%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$1,104,046$41,926 ▼-3.7%10,9020.6%FinanceCCICrown Castle$1,079,770$6,881 ▼-0.6%9,1020.6%FinanceMSIMotorola Solutions$1,012,567$62,049 ▼-5.8%2,2520.6%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$970,387$72,924 ▲8.1%16,7800.6%ETFIEFAiShares Core MSCI EAFE ETF$962,278$81,952 ▼-7.8%12,3290.6%ETFVBRVanguard Small-Cap Value ETF$957,119$62,242 ▲7.0%4,7670.6%ETFIVEiShares S&P 500 Value ETF$947,993$25,238 ▲2.7%4,8080.6%ETFMBBiShares MBS ETF$943,729$218,639 ▲30.2%9,8500.6%ETFPEPPepsiCo$938,846$71,421 ▼-7.1%5,5210.5%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$926,776$79,188 ▲9.3%10,4980.5%ETFMOATVanEck Morningstar Wide Moat ETF$910,291$5,817 ▲0.6%9,3890.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$895,654$24,488 ▼-2.7%18,1050.5%ETFAVGOBroadcom$878,203$785,225 ▲844.5%5,0910.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$864,1500.0%3,0520.5%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$856,946$9,144 ▲1.1%15,7440.5%ETFCMECME Group$834,498$25,816 ▼-3.0%3,7820.5%FinanceEFViShares MSCI EAFE Value ETF$818,594$478,419 ▲140.6%14,2290.5%ETFMSMorgan Stanley$817,346$97,464 ▲13.5%7,8410.5%FinanceSGOLabrdn Physical Gold Shares ETF$807,930$19,601 ▼-2.4%32,1500.5%ETFPGProcter & Gamble$807,285$37,584 ▼-4.4%4,6610.5%Consumer StaplesUNHUnitedHealth Group$801,596$19,294 ▼-2.4%1,3710.5%MedicalIWBiShares Russell 1000 ETF$801,380$21,379 ▼-2.6%2,5490.5%ETFMAMastercard$765,884$22,221 ▼-2.8%1,5510.4%Business ServicesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$765,160$372,723 ▲95.0%17,6220.4%ETFLMTLockheed Martin$759,343$26,305 ▲3.6%1,2990.4%AerospaceCBChubb$755,005$76,135 ▼-9.2%2,6180.4%FinanceISRGIntuitive Surgical$754,591$754,591 ▲New Holding1,5360.4%MedicalPFEPfizer$747,537$17,451 ▼-2.3%25,8310.4%MedicalEFGiShares MSCI EAFE Growth ETF$743,969$84,505 ▼-10.2%6,9110.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$738,475$60,324 ▲8.9%7,0880.4%ETFMOAltria Group$713,437$8,626 ▼-1.2%13,9780.4%Consumer StaplesMELIMercadoLibre$709,978$709,978 ▲New Holding3460.4%Retail/WholesaleMETAMeta Platforms$697,804$75,562 ▲12.1%1,2190.4%Computer and TechnologyBANK AMERICA CORP$671,137$58,581 ▼-8.0%5270.4%7.25%CNV PFD LICEIntercontinental Exchange$659,748$14,618 ▲2.3%4,1070.4%FinanceUNPUnion Pacific$658,348$56,937 ▼-8.0%2,6710.4%TransportationMCOMoody's$653,985$54,103 ▼-7.6%1,3780.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$635,116$75,287 ▲13.4%10,3930.4%ManufacturingABBVAbbVie$633,713$118,093 ▲22.9%3,2090.4%MedicalRSGRepublic Services$633,650$26,109 ▲4.3%3,1550.4%Business ServicesTJXTJX Companies$633,306$14,457 ▲2.3%5,3880.4%Retail/WholesaleTTTrane Technologies$627,410$15,160 ▲2.5%1,6140.4%ConstructionTXNTexas Instruments$606,076$2,685 ▼-0.4%2,9340.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$594,310$40,173 ▲7.2%2,4410.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$564,0340.0%4,4900.3%ETFXLEEnergy Select Sector SPDR Fund$563,925$28,534 ▲5.3%6,4230.3%ETFWTRGEssential Utilities$555,9090.0%14,4130.3%UtilitiesHIWHighwoods Properties$544,897$95,502 ▼-14.9%16,2610.3%FinanceSCHXSchwab US Large-Cap ETF$538,050$4,478 ▼-0.8%7,9300.3%ETFTMUST-Mobile US$534,060$413 ▼-0.1%2,5880.3%Computer and TechnologyLLYEli Lilly and Company$533,390$7,088 ▲1.3%6020.3%MedicalVRIGInvesco Variable Rate Investment Grade ETF$531,601$13,395 ▲2.6%21,1920.3%ETFJPSTJPMorgan Ultra-Short Income ETF$531,045$35,518 ▼-6.3%10,4660.3%ETFDEDeere & Company$524,166$83,883 ▼-13.8%1,2560.3%Industrial ProductsDUKDuke Energy$514,205$326,393 ▼-38.8%4,4600.3%UtilitiesVZVerizon Communications$507,843$31,302 ▼-5.8%11,3080.3%Computer and TechnologyTSLATesla$506,777$330,700 ▼-39.5%1,9370.3%Auto/Tires/TrucksBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$504,369$62,885 ▼-11.1%15,6880.3%ManufacturingUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$500,439$500,439 ▲New Holding9,9650.3%FinanceQQQMInvesco NASDAQ 100 ETF$500,116$386,837 ▼-43.6%2,4900.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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