Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, BRK.B, SPY, JPM, and represent 19.57% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, VB, SCHG, SCHZ, ORCL, CL, SPLG, SPG, SPY, TOLL.
- Started 10 new stock positions in IGSB, CRWD, CL, TOLL, T, PYLD, SPMO, SPG, PAUG, VB.
- Reduced shares in these 10 stocks: SYBT, CCI, IWB, MELI, IEFA, AGG, XOM, PEP, SGOV, MCHP.
- Sold out of its positions in CCI, IWB, EMB, PFF, SGOV, MELI, MCHP, PFG, SPTL, VCIT. ZTS, NXPI.
- Resurgent Financial Advisors was a net buyer of stock by $53k.
- Resurgent Financial Advisors has $173M in assets under management (AUM), dropping by -0.38%.
- Central Index Key (CIK): 0001912339
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Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $9.7M | -2% | 39k | 250.42 |
|
| Microsoft Corporation (MSFT) | 5.3 | $9.2M | -2% | 22k | 421.51 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $5.2M | +19% | 12k | 453.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $5.0M | +8% | 8.5k | 586.05 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.8M | -3% | 20k | 239.71 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $4.6M | -3% | 35k | 134.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.4 | $4.1M | +2% | 21k | 195.83 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 2.3 | $4.0M | 22k | 185.13 |
|
|
| Amazon (AMZN) | 1.9 | $3.3M | -4% | 15k | 219.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $3.3M | 18k | 189.31 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.2M | -2% | 5.4k | 588.72 |
|
| Texas Pacific Land Corp (TPL) | 1.7 | $3.0M | 2.7k | 1105.96 |
|
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| Home Depot (HD) | 1.7 | $2.9M | 7.3k | 388.99 |
|
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| Eaton Corp SHS (ETN) | 1.3 | $2.3M | -2% | 6.8k | 331.87 |
|
| Wal-Mart Stores (WMT) | 1.3 | $2.2M | -5% | 24k | 90.35 |
|
| ConocoPhillips (COP) | 1.2 | $2.1M | 22k | 99.17 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 1.2 | $2.1M | -2% | 47k | 45.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.1M | +20% | 4.1k | 511.15 |
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| Johnson & Johnson (JNJ) | 1.1 | $1.9M | 13k | 144.62 |
|
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| Exxon Mobil Corporation (XOM) | 1.1 | $1.8M | -20% | 17k | 107.57 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $1.8M | 34k | 53.05 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.0 | $1.8M | +34% | 25k | 68.94 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.0 | $1.7M | -3% | 22k | 77.79 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $1.7M | 25k | 67.03 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.9 | $1.6M | +21% | 28k | 56.38 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $1.6M | +14% | 8.8k | 178.08 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $1.5M | -8% | 15k | 101.53 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.9 | $1.5M | +2% | 29k | 50.97 |
|
| Chevron Corporation (CVX) | 0.9 | $1.5M | -2% | 10k | 144.84 |
|
| Quanta Services (PWR) | 0.8 | $1.4M | -4% | 4.6k | 316.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.4M | -8% | 12k | 115.22 |
|
| Visa Com Cl A (V) | 0.8 | $1.4M | -3% | 4.5k | 316.04 |
|
| Danaher Corporation (DHR) | 0.7 | $1.3M | -11% | 5.5k | 229.55 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.2M | +2% | 1.3k | 916.33 |
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| Marathon Petroleum Corp (MPC) | 0.7 | $1.2M | -3% | 8.8k | 139.50 |
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| Broadcom (AVGO) | 0.7 | $1.2M | -2% | 5.0k | 231.84 |
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| Nextera Energy (NEE) | 0.7 | $1.1M | 16k | 71.69 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $1.1M | +21% | 12k | 91.68 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $1.1M | -12% | 18k | 59.73 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $1.1M | +16% | 21k | 51.25 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.1M | +33% | 2.1k | 521.96 |
|
| Motorola Solutions Com New (MSI) | 0.6 | $1.1M | 2.3k | 462.23 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.6 | $1.1M | +10% | 17k | 60.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $988k | +4% | 5.0k | 198.17 |
|
| Merck & Co (MRK) | 0.6 | $974k | -11% | 9.8k | 99.48 |
|
| Morgan Stanley Com New (MS) | 0.6 | $962k | -2% | 7.7k | 125.72 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $954k | +27% | 18k | 52.47 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $952k | +26% | 22k | 42.61 |
|
| Amgen (AMGN) | 0.6 | $951k | -4% | 3.6k | 260.61 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $950k | +41% | 9.8k | 96.83 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $950k | +13% | 12k | 79.99 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $944k | 25k | 38.08 |
|
|
| Cme (CME) | 0.5 | $925k | +5% | 4.0k | 232.23 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $919k | -3% | 16k | 56.48 |
|
| Oracle Corporation (ORCL) | 0.5 | $886k | +117% | 5.3k | 166.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $877k | 3.0k | 289.79 |
|
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| Mastercard Incorporated Cl A (MA) | 0.5 | $850k | +4% | 1.6k | 526.57 |
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| Moody's Corporation (MCO) | 0.5 | $844k | +29% | 1.8k | 473.37 |
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| Procter & Gamble Company (PG) | 0.5 | $818k | +4% | 4.9k | 167.65 |
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| Meta Platforms Cl A (META) | 0.5 | $813k | +13% | 1.4k | 585.54 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.5 | $791k | 32k | 25.05 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $790k | -9% | 8.5k | 92.73 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $759k | +284% | 27k | 27.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $744k | -18% | 3.9k | 190.88 |
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| Altria (MO) | 0.4 | $732k | 14k | 52.29 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $728k | +257% | 32k | 22.70 |
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| Kinder Morgan (KMI) | 0.4 | $712k | +48% | 26k | 27.40 |
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| Chubb (CB) | 0.4 | $711k | 2.6k | 276.30 |
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| Pfizer (PFE) | 0.4 | $667k | -2% | 25k | 26.53 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $663k | +5% | 1.4k | 485.94 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $662k | +32% | 13k | 50.32 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $662k | +14% | 12k | 55.45 |
|
| TJX Companies (TJX) | 0.4 | $661k | 5.5k | 120.81 |
|
|
| UnitedHealth (UNH) | 0.4 | $660k | -4% | 1.3k | 505.86 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.4 | $644k | 529.00 | 1218.10 |
|
|
| Markel Corporation (MKL) | 0.4 | $640k | +32% | 371.00 | 1726.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $639k | NEW | 2.7k | 240.24 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.4 | $635k | +19% | 25k | 25.11 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $623k | 2.5k | 253.75 |
|
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| Republic Services (RSG) | 0.4 | $619k | -2% | 3.1k | 201.18 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $613k | +11% | 3.3k | 187.51 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $613k | +16% | 12k | 50.37 |
|
| Tesla Motors (TSLA) | 0.3 | $601k | -23% | 1.5k | 403.84 |
|
| Trane Technologies SHS (TT) | 0.3 | $597k | 1.6k | 369.35 |
|
|
| Walt Disney Company (DIS) | 0.3 | $593k | +2% | 5.3k | 111.35 |
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| Union Pacific Corporation (UNP) | 0.3 | $586k | -3% | 2.6k | 228.04 |
|
| Intercontinental Exchange (ICE) | 0.3 | $585k | -4% | 3.9k | 149.01 |
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| Abbvie (ABBV) | 0.3 | $578k | 3.3k | 177.70 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $578k | 4.5k | 128.62 |
|
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| Metropcs Communications (TMUS) | 0.3 | $570k | 2.6k | 220.73 |
|
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| Kkr & Co (KKR) | 0.3 | $558k | 3.8k | 147.91 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $552k | +200% | 24k | 23.18 |
|
| M&T Bank Corporation (MTB) | 0.3 | $539k | +7% | 2.9k | 188.01 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $539k | +15% | 698.00 | 772.11 |
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| Deere & Company (DE) | 0.3 | $535k | 1.3k | 423.70 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $525k | -50% | 5.4k | 96.90 |
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| Essential Utils (WTRG) | 0.3 | $524k | 14k | 36.32 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $514k | 2.4k | 210.45 |
|
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $509k | -7% | 5.9k | 85.65 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $504k | 7.9k | 63.45 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $502k | +51% | 9.6k | 52.02 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.3 | $498k | 16k | 31.95 |
|
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| Highwoods Properties (HIW) | 0.3 | $473k | -4% | 16k | 30.58 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $469k | 12k | 38.37 |
|
|
| American Water Works (AWK) | 0.3 | $456k | +8% | 3.7k | 124.49 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $454k | NEW | 5.0k | 90.91 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $448k | 2.8k | 159.52 |
|
|
| Air Products & Chemicals (APD) | 0.3 | $445k | -4% | 1.5k | 290.04 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $442k | -2% | 1.8k | 242.20 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $439k | +150% | 18k | 24.06 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $437k | 13k | 34.13 |
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| salesforce (CRM) | 0.2 | $431k | 1.3k | 334.33 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $427k | +198% | 16k | 26.07 |
|
| Stock Yards Ban (SYBT) | 0.2 | $426k | -78% | 5.9k | 71.61 |
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| Pepsi (PEP) | 0.2 | $412k | -50% | 2.7k | 152.06 |
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| Simon Property (SPG) | 0.2 | $409k | NEW | 2.4k | 172.21 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $409k | -7% | 6.6k | 62.04 |
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| Medtronic SHS (MDT) | 0.2 | $408k | 5.1k | 79.88 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $398k | +197% | 14k | 27.71 |
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| Cintas Corporation (CTAS) | 0.2 | $394k | 2.2k | 182.70 |
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| Verizon Communications (VZ) | 0.2 | $393k | -13% | 9.8k | 39.99 |
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| Synopsys (SNPS) | 0.2 | $393k | 810.00 | 485.36 |
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| Tema Etf Trust Monopolies & Oli (TOLL) | 0.2 | $390k | NEW | 12k | 31.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $387k | +33% | 1.6k | 242.13 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $384k | -5% | 3.0k | 127.59 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $382k | +13% | 860.00 | 444.68 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $380k | -20% | 3.5k | 107.74 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $365k | 3.4k | 106.84 |
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| McDonald's Corporation (MCD) | 0.2 | $364k | 1.3k | 289.84 |
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| Linde SHS (LIN) | 0.2 | $363k | 867.00 | 418.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $345k | -10% | 6.6k | 52.22 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $344k | -8% | 3.9k | 87.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $341k | +162% | 13k | 27.32 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $330k | +35% | 6.8k | 48.33 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $324k | -10% | 468.00 | 693.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $314k | 5.0k | 62.31 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $310k | 576.00 | 538.81 |
|
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $306k | NEW | 12k | 25.92 |
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| Bristol Myers Squibb (BMY) | 0.2 | $301k | +21% | 5.3k | 56.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $298k | -65% | 4.2k | 70.28 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $286k | -18% | 3.8k | 75.69 |
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| American Tower Reit (AMT) | 0.2 | $285k | 1.6k | 183.41 |
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| Cisco Systems (CSCO) | 0.2 | $283k | -7% | 4.8k | 59.20 |
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| Capital One Financial (COF) | 0.2 | $278k | 1.6k | 178.32 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $275k | 1.7k | 161.77 |
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| Netflix (NFLX) | 0.2 | $269k | 302.00 | 891.32 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $267k | 513.00 | 520.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $266k | -7% | 1.4k | 190.44 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $265k | -9% | 3.3k | 81.15 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.2 | $263k | 10k | 26.29 |
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| Philip Morris International (PM) | 0.1 | $254k | 2.1k | 120.35 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $250k | -2% | 6.7k | 37.53 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $250k | 728.00 | 343.41 |
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| Williams Companies (WMB) | 0.1 | $244k | -20% | 4.5k | 54.12 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $240k | 378.00 | 636.03 |
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| Bank of America Corporation (BAC) | 0.1 | $239k | 5.4k | 43.95 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $236k | -33% | 586.00 | 402.70 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $236k | -18% | 14k | 17.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $235k | NEW | 688.00 | 342.16 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $234k | -47% | 2.6k | 90.05 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $233k | 1.8k | 129.34 |
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| EOG Resources (EOG) | 0.1 | $232k | -2% | 1.9k | 122.58 |
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| Abbott Laboratories (ABT) | 0.1 | $230k | -2% | 2.0k | 113.11 |
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| Target Corporation (TGT) | 0.1 | $229k | -2% | 1.7k | 135.18 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $222k | 20k | 11.08 |
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| At&t (T) | 0.1 | $220k | NEW | 9.7k | 22.77 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $217k | NEW | 5.6k | 38.50 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $216k | NEW | 2.3k | 95.01 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $214k | 9.0k | 23.76 |
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| Palo Alto Networks (PANW) | 0.1 | $213k | +97% | 1.2k | 181.96 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $212k | +6% | 451.00 | 469.29 |
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| Global X Fds Internet Of Thng (SNSR) | 0.1 | $211k | -7% | 6.1k | 34.90 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $205k | NEW | 4.0k | 51.70 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $201k | 16k | 12.86 |
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| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $112k | 10k | 11.20 |
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Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Resurgent Financial Advisors 2024 Q3 filed Nov. 14, 2024
- 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