Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, JPM, SPY, and represent 18.63% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, IVW, HON, VOT, QUAL, DYNF, IBIT, META, VOO, DHR.
- Started 13 new stock positions in VOO, MGK, IWS, VOT, BMY, VOE, MRO, SCHZ, PANW, NFLX. BINC, HON, TIP.
- Reduced shares in these 10 stocks: QQQ, IVV, IWD, SPY, VIG, DLN, XLU, DON, VBR, XLE.
- Sold out of its positions in BP, CVS, CELH, C, DVN, GS, HL, HES, IAG, IGPT.
- Resurgent Financial Advisors was a net seller of stock by $-32M.
- Resurgent Financial Advisors has $166M in assets under management (AUM), dropping by -15.72%.
- Central Index Key (CIK): 0001912339
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Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 172 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.0 | $9.9M | -5% | 22k | 446.95 |
|
| Apple (AAPL) | 5.0 | $8.3M | -2% | 40k | 210.62 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $4.5M | +909% | 36k | 123.54 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $4.1M | -3% | 20k | 202.26 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $4.1M | -36% | 7.5k | 544.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.8M | -9% | 9.4k | 406.80 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $3.7M | +463% | 40k | 92.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.2 | $3.7M | -38% | 20k | 182.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.9 | $3.2M | -45% | 19k | 174.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.2M | -11% | 17k | 182.15 |
|
| Amazon (AMZN) | 1.9 | $3.1M | +2% | 16k | 193.25 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.0M | -49% | 5.5k | 547.20 |
|
| Home Depot (HD) | 1.6 | $2.6M | -5% | 7.7k | 344.25 |
|
| Chevron Corporation (CVX) | 1.5 | $2.4M | -6% | 16k | 156.42 |
|
| ConocoPhillips (COP) | 1.4 | $2.3M | +9% | 21k | 114.38 |
|
| Eaton Corp SHS (ETN) | 1.4 | $2.3M | -6% | 7.2k | 313.55 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.2M | -69% | 4.6k | 479.35 |
|
| Texas Pacific Land Corp (TPL) | 1.2 | $2.0M | 2.7k | 734.27 |
|
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | -5% | 17k | 115.12 |
|
| Wal-Mart Stores (WMT) | 1.1 | $1.8M | -6% | 26k | 67.71 |
|
| Johnson & Johnson (JNJ) | 1.1 | $1.8M | -5% | 12k | 146.16 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.0 | $1.7M | +3% | 38k | 45.22 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.0 | $1.7M | -51% | 23k | 72.75 |
|
| Marathon Petroleum Corp (MPC) | 1.0 | $1.7M | -3% | 9.6k | 173.48 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $1.6M | -27% | 25k | 63.54 |
|
| Merck & Co (MRK) | 0.9 | $1.5M | -4% | 12k | 123.80 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $1.5M | -30% | 24k | 64.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.4M | -26% | 13k | 106.66 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $1.4M | -17% | 21k | 65.44 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $1.4M | +16% | 25k | 55.50 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $1.4M | +55% | 8.0k | 170.76 |
|
| Stock Yards Ban (SYBT) | 0.8 | $1.4M | 27k | 49.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.3M | +15% | 1.6k | 849.99 |
|
| Danaher Corporation (DHR) | 0.8 | $1.3M | +26% | 5.3k | 249.85 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.8 | $1.3M | -46% | 28k | 46.77 |
|
| Walt Disney Company (DIS) | 0.8 | $1.3M | -6% | 13k | 99.29 |
|
| Visa Com Cl A (V) | 0.7 | $1.2M | -20% | 4.7k | 262.48 |
|
| Quanta Services (PWR) | 0.7 | $1.2M | 4.7k | 254.09 |
|
|
| Amgen (AMGN) | 0.7 | $1.1M | -8% | 3.7k | 312.45 |
|
| Nextera Energy (NEE) | 0.7 | $1.1M | +7% | 16k | 70.81 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $1.1M | 11k | 97.07 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.6 | $1.1M | 22k | 48.60 |
|
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.6 | $1.1M | +50% | 31k | 34.14 |
|
| Pepsi (PEP) | 0.6 | $980k | -5% | 5.9k | 164.93 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $972k | -6% | 13k | 72.64 |
|
| Motorola Solutions Com New (MSI) | 0.6 | $923k | 2.4k | 386.05 |
|
|
| Crown Castle Intl (CCI) | 0.5 | $895k | -12% | 9.2k | 97.70 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.5 | $873k | +122% | 19k | 46.94 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $870k | -35% | 4.4k | 197.10 |
|
| Broadcom (AVGO) | 0.5 | $865k | +4% | 539.00 | 1605.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $852k | +2% | 4.7k | 182.01 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $846k | +8% | 16k | 54.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $816k | -4% | 3.1k | 267.49 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $814k | -52% | 4.5k | 182.52 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $808k | -50% | 9.3k | 86.61 |
|
| Procter & Gamble Company (PG) | 0.5 | $805k | -4% | 4.9k | 164.92 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $795k | +32% | 16k | 51.05 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $787k | +49% | 7.7k | 102.30 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $780k | -45% | 9.6k | 81.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $779k | +30% | 2.0k | 383.19 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $779k | 2.6k | 297.54 |
|
|
| Cme (CME) | 0.5 | $767k | -5% | 3.9k | 196.60 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $750k | -68% | 11k | 68.14 |
|
| Pfizer (PFE) | 0.4 | $740k | -27% | 26k | 27.98 |
|
| Chubb (CB) | 0.4 | $735k | -2% | 2.9k | 255.08 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $732k | +9% | 33k | 22.22 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $731k | -31% | 7.3k | 100.24 |
|
| UnitedHealth (UNH) | 0.4 | $715k | +2% | 1.4k | 509.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $704k | 1.6k | 441.16 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $695k | +10% | 7.6k | 91.81 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.4 | $686k | -49% | 573.00 | 1196.32 |
|
| Morgan Stanley Com New (MS) | 0.4 | $671k | -3% | 6.9k | 97.19 |
|
| Union Pacific Corporation (UNP) | 0.4 | $657k | -31% | 2.9k | 226.26 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $656k | -25% | 6.5k | 100.84 |
|
| Altria (MO) | 0.4 | $644k | 14k | 45.55 |
|
|
| Tesla Motors (TSLA) | 0.4 | $633k | -39% | 3.2k | 197.88 |
|
| Moody's Corporation (MCO) | 0.4 | $628k | +30% | 1.5k | 420.93 |
|
| Republic Services (RSG) | 0.4 | $588k | -12% | 3.0k | 194.34 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $586k | +2% | 1.3k | 467.10 |
|
| TJX Companies (TJX) | 0.3 | $580k | 5.3k | 110.10 |
|
|
| Edwards Lifesciences (EW) | 0.3 | $579k | 6.3k | 92.37 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $573k | -10% | 2.9k | 194.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $564k | +15% | 11k | 50.47 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $556k | -61% | 6.1k | 91.15 |
|
| Intercontinental Exchange (ICE) | 0.3 | $550k | +17% | 4.0k | 136.89 |
|
| Meta Platforms Cl A (META) | 0.3 | $548k | +160% | 1.1k | 504.22 |
|
| Deere & Company (DE) | 0.3 | $544k | -19% | 1.5k | 373.63 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.3 | $544k | +27% | 18k | 30.85 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $542k | +38% | 9.2k | 59.20 |
|
| Essential Utils (WTRG) | 0.3 | $538k | 14k | 37.33 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $538k | -10% | 594.00 | 905.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $533k | 4.5k | 118.78 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $529k | -16% | 517.00 | 1022.73 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $524k | +16% | 9.8k | 53.53 |
|
| Honeywell International (HON) | 0.3 | $523k | NEW | 2.4k | 213.54 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $523k | NEW | 2.3k | 229.56 |
|
| Powershares Actively Managed Var Rate Invt (VRIG) | 0.3 | $519k | 21k | 25.14 |
|
|
| Trane Technologies SHS (TT) | 0.3 | $518k | 1.6k | 328.93 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $514k | 8.0k | 64.25 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $507k | -3% | 14k | 35.08 |
|
| Highwoods Properties (HIW) | 0.3 | $502k | -56% | 19k | 26.27 |
|
| Verizon Communications (VZ) | 0.3 | $495k | -11% | 12k | 41.24 |
|
| Medtronic SHS (MDT) | 0.3 | $490k | -28% | 6.2k | 78.71 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $488k | +13% | 5.3k | 92.71 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $480k | -50% | 1.8k | 260.63 |
|
| Markel Corporation (MKL) | 0.3 | $477k | +10% | 303.00 | 1575.66 |
|
| Synopsys (SNPS) | 0.3 | $468k | +2% | 787.00 | 595.06 |
|
| Metropcs Communications (TMUS) | 0.3 | $456k | 2.6k | 176.18 |
|
|
| Cintas Corporation (CTAS) | 0.3 | $453k | 647.00 | 700.26 |
|
|
| Abbvie (ABBV) | 0.3 | $448k | +2% | 2.6k | 171.52 |
|
| Air Products & Chemicals (APD) | 0.3 | $445k | 1.7k | 258.05 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $438k | +28% | 7.8k | 56.42 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $435k | -58% | 12k | 37.67 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $432k | -53% | 25k | 17.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $428k | +14% | 771.00 | 555.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $425k | +13% | 2.8k | 150.50 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $421k | -10% | 899.00 | 468.72 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $406k | -61% | 5.5k | 74.08 |
|
| Kkr & Co (KKR) | 0.2 | $396k | 3.8k | 105.24 |
|
|
| Ferguson SHS | 0.2 | $389k | -10% | 2.0k | 193.65 |
|
| Linde SHS (LIN) | 0.2 | $383k | +2% | 873.00 | 438.81 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $382k | -45% | 3.2k | 118.60 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $381k | -52% | 9.0k | 42.20 |
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| Oracle Corporation (ORCL) | 0.2 | $378k | 2.7k | 141.20 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $365k | -54% | 2.2k | 164.28 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $362k | -38% | 4.7k | 77.83 |
|
| American Water Works (AWK) | 0.2 | $359k | +61% | 2.8k | 129.16 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $348k | -51% | 7.2k | 48.13 |
|
| M&T Bank Corporation (MTB) | 0.2 | $345k | -10% | 2.3k | 151.36 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $338k | -9% | 8.6k | 39.16 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $337k | +39% | 5.8k | 58.56 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $335k | -49% | 11k | 31.55 |
|
| Microchip Technology (MCHP) | 0.2 | $334k | 3.7k | 91.50 |
|
|
| salesforce (CRM) | 0.2 | $334k | +6% | 1.3k | 257.10 |
|
| McDonald's Corporation (MCD) | 0.2 | $332k | 1.3k | 254.91 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $320k | -70% | 4.4k | 72.18 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $314k | -55% | 5.9k | 53.04 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $310k | -9% | 3.4k | 91.78 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $310k | 2.9k | 107.12 |
|
|
| Cisco Systems (CSCO) | 0.2 | $307k | -17% | 6.5k | 47.51 |
|
| American Tower Reit (AMT) | 0.2 | $299k | 1.5k | 194.38 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $291k | -8% | 5.0k | 58.52 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $290k | NEW | 579.00 | 500.13 |
|
| Williams Companies (WMB) | 0.2 | $289k | -26% | 6.8k | 42.50 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $288k | +10% | 520.00 | 553.00 |
|
| EOG Resources (EOG) | 0.2 | $283k | 2.3k | 125.87 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $278k | 1.5k | 183.42 |
|
|
| Global X Fds Internet Of Thng (SNSR) | 0.2 | $273k | +21% | 7.6k | 35.90 |
|
| Target Corporation (TGT) | 0.2 | $264k | -9% | 1.8k | 148.04 |
|
| Etf Ser Solutions Defiance Quant (QTUM) | 0.2 | $264k | +28% | 4.2k | 62.79 |
|
| Intel Corporation (INTC) | 0.2 | $261k | -7% | 8.4k | 30.97 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $252k | NEW | 6.1k | 41.53 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.2 | $251k | NEW | 4.8k | 52.20 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $248k | NEW | 1.6k | 150.43 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $246k | -2% | 915.00 | 269.09 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $245k | 10k | 24.46 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $242k | NEW | 2.3k | 106.78 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $226k | 16k | 14.49 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $226k | NEW | 5.0k | 45.58 |
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $225k | -58% | 20k | 11.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $223k | -41% | 1.0k | 215.01 |
|
| Philip Morris International (PM) | 0.1 | $222k | -2% | 2.2k | 101.33 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $218k | NEW | 1.8k | 120.74 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $213k | 2.4k | 88.74 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $209k | 2.6k | 79.93 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $205k | NEW | 605.00 | 339.01 |
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| Netflix (NFLX) | 0.1 | $204k | NEW | 302.00 | 674.88 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $201k | NEW | 641.00 | 314.21 |
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| Marathon Oil Corporation (MRO) | 0.1 | $201k | NEW | 7.0k | 28.67 |
|
| Advanced Micro Devices (AMD) | 0.1 | $201k | -3% | 1.2k | 162.21 |
|
| Bandwidth Com Cl A (BAND) | 0.1 | $170k | -14% | 10k | 16.88 |
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $116k | -50% | 10k | 11.59 |
|
Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2024 Q2 filed Aug. 14, 2024
- Resurgent Financial Advisors 2024 Q1 filed May 10, 2024
- Resurgent Financial Advisors 2023 Q4 filed Feb. 9, 2024
- Resurgent Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Resurgent Financial Advisors 2023 Q2 filed Aug. 14, 2023
- Resurgent Financial Advisors 2023 Q1 filed May 15, 2023
- Resurgent Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Resurgent Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Resurgent Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Resurgent Financial Advisors 2022 Q1 filed May 16, 2022
- Resurgent Financial Advisors 2021 Q4 filed May 16, 2022