Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024) About Resurgent Financial Advisors LLCInvestment ActivityResurgent Financial Advisors LLC has $169.95 million in total holdings as of September 30, 2024.Resurgent Financial Advisors LLC owns shares of 175 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 7.26% of the portfolio was purchased this quarter.About 7.45% of the portfolio was sold this quarter.This quarter, Resurgent Financial Advisors LLC has purchased 177 new stocks and bought additional shares in 72 stocks.Resurgent Financial Advisors LLC sold shares of 81 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $9,653,968Microsoft $9,197,322Berkshire Hathaway $5,222,239JPMorgan Chase & Co. $4,774,630NVIDIA $4,586,891 Largest New Holdings this Quarter Vanguard Small-Cap ETF $639,029 HoldingColgate-Palmolive $453,732 HoldingSimon Property Group $409,343 HoldingTema Monopolies and Oligopolies ETF $389,671 HoldingPIMCO Multi Sector Bond Active ETF $305,545 Holding Largest Purchases this Quarter Berkshire Hathaway 1,910 shares (about $865.76K)Vanguard Small-Cap ETF 2,660 shares (about $639.03K)Schwab U.S. Large-Cap Growth ETF 20,161 shares (about $561.89K)Schwab U.S. Aggregate Bond ETF 23,118 shares (about $524.78K)Oracle 2,877 shares (about $479.42K) Largest Sales this Quarter Stock Yards Bancorp 21,381 shares (about $1.53M)iShares Core MSCI EAFE ETF 8,084 shares (about $568.14K)iShares Core U.S. Aggregate Bond ETF 5,486 shares (about $531.59K)Exxon Mobil 4,531 shares (about $487.40K)PepsiCo 2,813 shares (about $427.74K) 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 PortfolioSectorAAPLApple$9,653,968$269,453 ▼-2.7%38,5515.7%Computer and TechnologyMSFTMicrosoft$9,197,322$260,492 ▼-2.8%21,8205.4%Computer and TechnologyBRK.BBerkshire Hathaway$5,222,239$865,765 ▲19.9%11,5213.1%FinanceJPMJPMorgan Chase & Co.$4,774,630$147,904 ▼-3.0%19,9182.8%FinanceNVDANVIDIA$4,586,891$185,405 ▼-3.9%34,5122.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,069,410$85,775 ▲2.2%20,7802.4%ETFIWDiShares Russell 1000 Value ETF$3,986,686$51,835 ▼-1.3%21,5352.3%ETFSPYSPDR S&P 500 ETF Trust$3,973,605$319,575 ▲8.7%8,4802.3%FinanceAMZNAmazon.com$3,331,657$143,042 ▼-4.1%15,1862.0%Retail/WholesaleGOOGLAlphabet$3,308,108$39,186 ▲1.2%17,4751.9%Computer and TechnologyIVViShares Core S&P 500 ETF$3,175,537$96,550 ▼-3.0%5,3941.9%ETFTPLTexas Pacific Land$3,022,5890.0%2,7331.8%Oils/EnergyHDHome Depot$2,858,716$50,180 ▼-1.7%7,3491.7%Retail/WholesaleETNEaton$2,251,738$61,728 ▼-2.7%6,7851.3%Industrial ProductsWMTWalmart$2,167,587$135,886 ▼-5.9%23,9911.3%Retail/WholesaleCOPConocoPhillips$2,145,345$36,395 ▲1.7%21,6331.3%Oils/EnergyIUSBiShares Core Total USD Bond Market ETF$2,138,089$58,624 ▼-2.7%47,3031.3%ManufacturingJNJJohnson & Johnson$1,906,390$16,631 ▼-0.9%13,1821.1%MedicalXOMExxon Mobil$1,836,333$487,401 ▼-21.0%17,0711.1%Oils/EnergyISHARES BITCOIN TRUST ETF$1,797,493$18,090 ▼-1.0%33,8831.1%SHS BEN INTSPLGSPDR Portfolio S&P 500 ETF$1,753,351$449,351 ▲34.5%25,4331.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,728,871$67,755 ▼-3.8%22,2251.0%FinanceSPHQInvesco S&P 500 Quality ETF$1,703,001$3,351 ▼-0.2%25,4071.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,597,530$281,168 ▲21.4%28,3350.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,561,405$192,326 ▲14.0%8,7680.9%ETFIVWiShares S&P 500 Growth ETF$1,524,676$149,858 ▼-8.9%15,0170.9%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,493,047$33,640 ▲2.3%29,2930.9%FinanceCVXChevron$1,472,838$37,223 ▼-2.5%10,1690.9%Oils/EnergyPWRQuanta Services$1,444,032$64,474 ▼-4.3%4,5690.8%ConstructionIJRiShares Core S&P Small-Cap ETF$1,432,423$138,841 ▼-8.8%12,4320.8%ETFVVisa$1,423,438$48,354 ▼-3.3%4,5040.8%Business ServicesDHRDanaher$1,258,393$166,194 ▼-11.7%5,4820.7%MedicalCOSTCostco Wholesale$1,222,388$30,239 ▲2.5%1,3340.7%Retail/WholesaleMPCMarathon Petroleum$1,222,299$47,291 ▼-3.7%8,7620.7%Oils/EnergyAVGOBroadcom$1,155,738$24,575 ▼-2.1%4,9850.7%Computer and TechnologyNEENextEra Energy$1,123,884$5,879 ▼-0.5%15,6770.7%UtilitiesMBBiShares MBS ETF$1,099,152$196,104 ▲21.7%11,9890.6%ETFMDLZMondelez International$1,091,148$162,705 ▼-13.0%18,2680.6%Consumer StaplesDYNFiShares U.S. Equity Factor Rotation Active ETF$1,078,505$150,624 ▲16.2%21,0440.6%ETFISRGIntuitive Surgical$1,071,584$269,853 ▲33.7%2,0530.6%MedicalMSIMotorola Solutions$1,058,507$17,565 ▲1.7%2,2900.6%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$1,056,711$103,255 ▲10.8%17,4490.6%ETFVBRVanguard Small-Cap Value ETF$987,459$42,804 ▲4.5%4,9830.6%ETFMRKMerck & Co., Inc.$973,612$129,523 ▼-11.7%9,7870.6%MedicalMSMorgan Stanley$962,261$23,510 ▼-2.4%7,6540.6%FinanceEFViShares MSCI EAFE Value ETF$953,695$207,099 ▲27.7%18,1760.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$952,241$201,373 ▲26.8%22,3480.6%ETFAMGNAmgen$950,712$42,219 ▼-4.3%3,6480.6%MedicalEFGiShares MSCI EAFE Growth ETF$949,902$280,710 ▲41.9%9,8100.6%ETFVIGIVanguard International Dividend Appreciation ETF$949,815$110,068 ▲13.1%11,8740.6%ETFFCXFreeport-McMoRan$943,813$7,883 ▲0.8%24,7850.6%Basic MaterialsCMECME Group$924,508$46,214 ▲5.3%3,9810.5%FinanceCOWZPacer US Cash Cows 100 ETF$918,478$29,257 ▼-3.1%16,2620.5%ETFORCLOracle$886,192$479,424 ▲117.9%5,3180.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$877,200$7,245 ▼-0.8%3,0270.5%ETFMAMastercard$850,411$33,700 ▲4.1%1,6150.5%Business ServicesMCOMoody's$843,545$191,241 ▲29.3%1,7820.5%FinancePGProcter & Gamble$818,132$36,715 ▲4.7%4,8800.5%Consumer StaplesMETAMeta Platforms$813,316$99,542 ▲13.9%1,3890.5%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$791,079$14,279 ▼-1.8%31,5800.5%ETFMOATVanEck Morningstar Wide Moat ETF$789,584$81,045 ▼-9.3%8,5150.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$759,438$561,893 ▲284.4%27,2490.4%ETFIVEiShares S&P 500 Value ETF$743,478$174,274 ▼-19.0%3,8950.4%ETFMOAltria Group$731,642$732 ▲0.1%13,9920.4%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$728,375$524,779 ▲257.8%32,0870.4%ETFKMIKinder Morgan$711,907$231,804 ▲48.3%25,9820.4%Oils/EnergyCBChubb$710,920$12,434 ▼-1.7%2,5730.4%FinancePFEPfizer$666,946$18,359 ▼-2.7%25,1390.4%MedicalLMTLockheed Martin$663,308$32,072 ▲5.1%1,3650.4%AerospaceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$662,140$160,717 ▲32.1%13,1590.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$662,128$85,837 ▲14.9%11,9410.4%ManufacturingTJXTJX Companies$660,468$9,544 ▲1.5%5,4670.4%Retail/WholesaleUNHUnitedHealth Group$659,641$33,893 ▼-4.9%1,3040.4%MedicalBANK AMERICA CORP$644,375$2,436 ▲0.4%5290.4%7.25%CNV PFD LMKLMarkel Group$640,431$158,813 ▲33.0%3710.4%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$639,029$639,029 ▲New Holding2,6600.4%ETFVRIGInvesco Variable Rate Investment Grade ETF$634,983$102,746 ▲19.3%25,2830.4%ETFVOTVanguard Mid-Cap Growth ETF$623,210$3,806 ▲0.6%2,4560.4%ETFRSGRepublic Services$619,433$15,290 ▼-2.4%3,0790.4%Business ServicesTXNTexas Instruments$613,345$63,191 ▲11.5%3,2710.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$612,600$85,428 ▲16.2%12,1620.4%ETFTSLATesla$601,318$180,920 ▼-23.1%1,4890.4%Auto/Tires/TrucksTTTrane Technologies$597,239$1,108 ▲0.2%1,6170.4%ConstructionDISWalt Disney$592,485$13,585 ▲2.3%5,3210.3%Consumer DiscretionaryUNPUnion Pacific$585,835$23,260 ▼-3.8%2,5690.3%TransportationICEIntercontinental Exchange$585,311$26,673 ▼-4.4%3,9280.3%FinanceABBVAbbVie$577,703$7,463 ▲1.3%3,2510.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$577,5040.0%4,4900.3%ETFTMUST-Mobile US$570,366$883 ▼-0.2%2,5840.3%Computer and TechnologyKKRKKR & Co. Inc.$558,064$1,331 ▲0.2%3,7730.3%FinanceSCHXSchwab US Large-Cap ETF$551,452$367,635 ▲200.0%23,7900.3%ETFMTBM&T Bank$539,025$39,670 ▲7.9%2,8670.3%FinanceLLYEli Lilly and Company$538,931$74,122 ▲15.9%6980.3%MedicalDEDeere & Company$534,709$2,542 ▲0.5%1,2620.3%Industrial ProductsAGGiShares Core U.S. Aggregate Bond ETF$524,810$531,593 ▼-50.3%5,4160.3%FinanceWTRGEssential Utilities$523,4800.0%14,4130.3%UtilitiesQQQMInvesco NASDAQ 100 ETF$514,129$9,891 ▼-1.9%2,4430.3%ETFXLEEnergy Select Sector SPDR Fund$509,206$40,942 ▼-7.4%5,9450.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$504,183$5,457 ▼-1.1%7,9460.3%ManufacturingBINCiShares Flexible Income Active ETF$501,889$169,897 ▲51.2%9,6480.3%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
