Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

About Resurgent Financial Advisors LLC

Investment Activity

Resurgent 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: $9,654,889
Apple: $9,233,102
Berkshire Hathaway: $4,423,559
JPMorgan Chase & Co.: $4,329,976
NVIDIA: $4,321,381

Largest New Holdings this Quarter

Intuitive Surgical: $754,591 Holding
MercadoLibre: $709,978 Holding
WisdomTree Bloomberg Floating Rate Treasury Fund: $500,439 Holding
Schwab US Dividend Equity ETF: $401,264 Holding
Kinder 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$9,654,889	$109,724 ▲	1.1%	22,438	5.6%	Computer and Technology
AAPL Apple	$9,233,102	$699 ▼	0.0%	39,627	5.4%	Computer and Technology
BRK.B Berkshire Hathaway	$4,423,559	$92,973 ▲	2.1%	9,611	2.6%	Finance
JPM JPMorgan Chase & Co.	$4,329,976	$44,280 ▲	1.0%	20,535	2.5%	Finance
NVDA NVIDIA	$4,321,381	$63,544 ▼	-1.4%	35,907	2.5%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$4,140,450	$627,473 ▲	17.9%	21,815	2.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,028,841	$32,679 ▲	0.8%	20,342	2.4%	ETF
SPY SPDR S&P 500 ETF Trust	$3,481,585	$141,085 ▲	4.2%	7,798	2.0%	Finance
IVV iShares Core S&P 500 ETF	$3,205,992	$32,879 ▲	1.0%	5,558	1.9%	ETF
HD Home Depot	$3,030,085	$73,746 ▼	-2.4%	7,478	1.8%	Retail/Wholesale
AMZN Amazon.com	$2,951,095	$27,018 ▼	-0.9%	15,838	1.7%	Retail/Wholesale
GOOGL Alphabet	$2,863,939	$24,380 ▼	-0.8%	17,268	1.7%	Computer and Technology
XOM Exxon Mobil	$2,532,222	$563,250 ▲	28.6%	21,602	1.5%	Oils/Energy
TPL Texas Pacific Land	$2,417,994		0.0%	2,733	1.4%	Oils/Energy
ETN Eaton	$2,310,468	$77,888 ▼	-3.3%	6,971	1.4%	Industrial Products
IUSB iShares Core Total USD Bond Market ETF	$2,290,013	$478,924 ▲	26.4%	48,600	1.3%	Manufacturing
COP ConocoPhillips	$2,238,884	$84,750 ▲	3.9%	21,266	1.3%	Oils/Energy
JNJ Johnson & Johnson	$2,154,908	$197,227 ▲	10.1%	13,297	1.3%	Medical
WMT Walmart	$2,058,726	$53,134 ▼	-2.5%	25,495	1.2%	Retail/Wholesale
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,814,447	$9,977 ▼	-0.5%	23,096	1.1%	Finance
DHR Danaher	$1,725,392	$246,326 ▲	16.7%	6,206	1.0%	Multi-Sector Conglomerates
SPHQ Invesco S&P 500 Quality ETF	$1,712,492	$62,090 ▲	3.8%	25,457	1.0%	ETF
SYBT Stock Yards Bancorp	$1,694,063		0.0%	27,328	1.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,594,942	$38,479 ▲	2.5%	13,637	0.9%	ETF
IVW iShares S&P 500 Growth ETF	$1,579,205	$2,234,422 ▼	-58.6%	16,493	0.9%	ETF
MDLZ Mondelez International	$1,546,481	$31,604 ▼	-2.0%	20,992	0.9%	Consumer Staples
CVX Chevron	$1,535,443	$740,476 ▼	-32.5%	10,426	0.9%	Oils/Energy
MPC Marathon Petroleum	$1,482,644	$86,994 ▼	-5.5%	9,101	0.9%	Oils/Energy
DON WisdomTree U.S. MidCap Dividend Fund	$1,464,019	$32,161 ▲	2.2%	28,633	0.9%	Finance
PWR Quanta Services	$1,423,070	$9,839 ▲	0.7%	4,773	0.8%	Construction
QUAL iShares MSCI USA Quality Factor ETF	$1,378,458	$48,232 ▼	-3.4%	7,688	0.8%	ETF
NEE NextEra Energy	$1,332,108	$16,906 ▲	1.3%	15,759	0.8%	Utilities
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,282,488	$93,270 ▼	-6.8%	23,348	0.7%	ETF
V Visa	$1,280,339	$17,046 ▼	-1.3%	4,657	0.7%	Business Services
SPLG SPDR Portfolio S&P 500 ETF	$1,276,952	$314,394 ▼	-19.8%	18,915	0.7%	ETF
MRK Merck & Co., Inc.	$1,259,268	$147,515 ▼	-10.5%	11,089	0.7%	Medical
ISHARES BITCOIN TRUST ETF	$1,236,513	$112,581 ▲	10.0%	34,224	0.7%	SHS BEN INT
AMGN Amgen	$1,227,620	$47,687 ▲	4.0%	3,810	0.7%	Medical
FCX Freeport-McMoRan	$1,226,934	$119,209 ▲	10.8%	24,578	0.7%	Basic Materials
COST Costco Wholesale	$1,153,363	$249,999 ▼	-17.8%	1,301	0.7%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,104,046	$41,926 ▼	-3.7%	10,902	0.6%	Finance
CCI Crown Castle	$1,079,770	$6,881 ▼	-0.6%	9,102	0.6%	Finance
MSI Motorola Solutions	$1,012,567	$62,049 ▼	-5.8%	2,252	0.6%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$970,387	$72,924 ▲	8.1%	16,780	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$962,278	$81,952 ▼	-7.8%	12,329	0.6%	ETF
VBR Vanguard Small-Cap Value ETF	$957,119	$62,242 ▲	7.0%	4,767	0.6%	ETF
IVE iShares S&P 500 Value ETF	$947,993	$25,238 ▲	2.7%	4,808	0.6%	ETF
MBB iShares MBS ETF	$943,729	$218,639 ▲	30.2%	9,850	0.6%	ETF
PEP PepsiCo	$938,846	$71,421 ▼	-7.1%	5,521	0.5%	Consumer Staples
VIGI Vanguard International Dividend Appreciation ETF	$926,776	$79,188 ▲	9.3%	10,498	0.5%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$910,291	$5,817 ▲	0.6%	9,389	0.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$895,654	$24,488 ▼	-2.7%	18,105	0.5%	ETF
AVGO Broadcom	$878,203	$785,225 ▲	844.5%	5,091	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$864,150		0.0%	3,052	0.5%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$856,946	$9,144 ▲	1.1%	15,744	0.5%	ETF
CME CME Group	$834,498	$25,816 ▼	-3.0%	3,782	0.5%	Finance
EFV iShares MSCI EAFE Value ETF	$818,594	$478,419 ▲	140.6%	14,229	0.5%	ETF
MS Morgan Stanley	$817,346	$97,464 ▲	13.5%	7,841	0.5%	Finance
SGOL abrdn Physical Gold Shares ETF	$807,930	$19,601 ▼	-2.4%	32,150	0.5%	ETF
PG Procter & Gamble	$807,285	$37,584 ▼	-4.4%	4,661	0.5%	Consumer Staples
UNH UnitedHealth Group	$801,596	$19,294 ▼	-2.4%	1,371	0.5%	Medical
IWB iShares Russell 1000 ETF	$801,380	$21,379 ▼	-2.6%	2,549	0.5%	ETF
MA Mastercard	$765,884	$22,221 ▼	-2.8%	1,551	0.4%	Business Services
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$765,160	$372,723 ▲	95.0%	17,622	0.4%	ETF
LMT Lockheed Martin	$759,343	$26,305 ▲	3.6%	1,299	0.4%	Aerospace
CB Chubb	$755,005	$76,135 ▼	-9.2%	2,618	0.4%	Finance
ISRG Intuitive Surgical	$754,591	$754,591 ▲	New Holding	1,536	0.4%	Medical
PFE Pfizer	$747,537	$17,451 ▼	-2.3%	25,831	0.4%	Medical
EFG iShares MSCI EAFE Growth ETF	$743,969	$84,505 ▼	-10.2%	6,911	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$738,475	$60,324 ▲	8.9%	7,088	0.4%	ETF
MO Altria Group	$713,437	$8,626 ▼	-1.2%	13,978	0.4%	Consumer Staples
MELI MercadoLibre	$709,978	$709,978 ▲	New Holding	346	0.4%	Retail/Wholesale
META Meta Platforms	$697,804	$75,562 ▲	12.1%	1,219	0.4%	Computer and Technology
BANK AMERICA CORP	$671,137	$58,581 ▼	-8.0%	527	0.4%	7.25%CNV PFD L
ICE Intercontinental Exchange	$659,748	$14,618 ▲	2.3%	4,107	0.4%	Finance
UNP Union Pacific	$658,348	$56,937 ▼	-8.0%	2,671	0.4%	Transportation
MCO Moody's	$653,985	$54,103 ▼	-7.6%	1,378	0.4%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$635,116	$75,287 ▲	13.4%	10,393	0.4%	Manufacturing
ABBV AbbVie	$633,713	$118,093 ▲	22.9%	3,209	0.4%	Medical
RSG Republic Services	$633,650	$26,109 ▲	4.3%	3,155	0.4%	Business Services
TJX TJX Companies	$633,306	$14,457 ▲	2.3%	5,388	0.4%	Retail/Wholesale
TT Trane Technologies	$627,410	$15,160 ▲	2.5%	1,614	0.4%	Construction
TXN Texas Instruments	$606,076	$2,685 ▼	-0.4%	2,934	0.4%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$594,310	$40,173 ▲	7.2%	2,441	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$564,034		0.0%	4,490	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$563,925	$28,534 ▲	5.3%	6,423	0.3%	ETF
WTRG Essential Utilities	$555,909		0.0%	14,413	0.3%	Utilities
HIW Highwoods Properties	$544,897	$95,502 ▼	-14.9%	16,261	0.3%	Finance
SCHX Schwab US Large-Cap ETF	$538,050	$4,478 ▼	-0.8%	7,930	0.3%	ETF
TMUS T-Mobile US	$534,060	$413 ▼	-0.1%	2,588	0.3%	Computer and Technology
LLY Eli Lilly and Company	$533,390	$7,088 ▲	1.3%	602	0.3%	Medical
VRIG Invesco Variable Rate Investment Grade ETF	$531,601	$13,395 ▲	2.6%	21,192	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$531,045	$35,518 ▼	-6.3%	10,466	0.3%	ETF
DE Deere & Company	$524,166	$83,883 ▼	-13.8%	1,256	0.3%	Industrial Products
DUK Duke Energy	$514,205	$326,393 ▼	-38.8%	4,460	0.3%	Utilities
VZ Verizon Communications	$507,843	$31,302 ▼	-5.8%	11,308	0.3%	Computer and Technology
TSLA Tesla	$506,777	$330,700 ▼	-39.5%	1,937	0.3%	Auto/Tires/Trucks
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$504,369	$62,885 ▼	-11.1%	15,688	0.3%	Manufacturing
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$500,439	$500,439 ▲	New Holding	9,965	0.3%	Finance
QQQM Invesco NASDAQ 100 ETF	$500,116	$386,837 ▼	-43.6%	2,490	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

About Resurgent Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

About Resurgent Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofResurgent Financial Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools