Resurgent Financial Advisors as of Dec. 31, 2021
Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 125 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.8 | $26M | 66k | 397.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 9.2 | $14M | 61k | 222.44 | |
| Apple (AAPL) | 6.0 | $8.8M | 50k | 177.57 | |
| Microsoft Corporation (MSFT) | 4.5 | $6.6M | 20k | 336.32 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.4 | $4.9M | 14k | 363.45 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.2 | $3.3M | 64k | 50.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $2.9M | 6.1k | 474.90 | |
| Home Depot (HD) | 1.9 | $2.7M | 6.6k | 414.91 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.6M | 16k | 158.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $2.4M | 5.1k | 477.04 | |
| Stock Yards Ban (SYBT) | 1.2 | $1.7M | 27k | 63.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | 578.00 | 2897.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.7M | 5.6k | 299.14 | |
| Chevron Corporation (CVX) | 1.1 | $1.6M | 14k | 117.40 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $1.6M | 9.4k | 171.74 | |
| ConocoPhillips (COP) | 1.1 | $1.6M | 22k | 72.14 | |
| Bank of America Corporation (BAC) | 1.1 | $1.5M | 35k | 44.47 | |
| Johnson & Johnson (JNJ) | 1.0 | $1.5M | 8.9k | 171.03 | |
| Amazon (AMZN) | 1.0 | $1.4M | 430.00 | 3334.88 | |
| Pfizer (PFE) | 0.9 | $1.4M | 24k | 59.08 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.3M | 7.7k | 172.88 | |
| Crown Castle Intl (CCI) | 0.9 | $1.3M | 6.4k | 208.67 | |
| Medtronic SHS (MDT) | 0.9 | $1.3M | 13k | 103.43 | |
| Wal-Mart Stores (WMT) | 0.9 | $1.3M | 8.7k | 144.75 | |
| Morgan Stanley Com New (MS) | 0.8 | $1.2M | 12k | 98.13 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.8 | $1.2M | 18k | 66.07 | |
| Meta Platforms Cl A (META) | 0.8 | $1.2M | 3.4k | 336.34 | |
| Danaher Corporation (DHR) | 0.8 | $1.1M | 3.5k | 328.94 | |
| Texas Pacific Land Corp (TPL) | 0.8 | $1.1M | 911.00 | 1249.18 | |
| Deere & Company (DE) | 0.7 | $1.1M | 3.2k | 342.61 | |
| Visa Com Cl A (V) | 0.7 | $1.0M | 4.8k | 216.84 | |
| Mondelez Intl Cl A (MDLZ) | 0.7 | $1.0M | 16k | 66.32 | |
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $1.0M | 26k | 39.07 | |
| Walt Disney Company (DIS) | 0.7 | $984k | 6.3k | 154.99 | |
| Nextera Energy (NEE) | 0.7 | $970k | 10k | 93.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $959k | 4.0k | 241.56 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $949k | 8.3k | 114.52 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $942k | 12k | 78.68 | |
| Union Pacific Corporation (UNP) | 0.6 | $890k | 3.5k | 251.98 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $849k | 21k | 41.52 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.6 | $813k | 7.7k | 105.83 | |
| Pepsi (PEP) | 0.6 | $809k | 4.7k | 173.64 | |
| Procter & Gamble Company (PG) | 0.5 | $778k | 4.8k | 163.55 | |
| Essential Utils (WTRG) | 0.5 | $774k | 14k | 53.70 | |
| Highwoods Properties (HIW) | 0.5 | $753k | 17k | 44.61 | |
| Motorola Solutions Com New (MSI) | 0.5 | $753k | 2.8k | 271.64 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $740k | 12k | 61.17 | |
| Edwards Lifesciences (EW) | 0.5 | $739k | 5.7k | 129.47 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $733k | 12k | 63.99 | |
| Applied Materials (AMAT) | 0.5 | $723k | 4.6k | 157.17 | |
| BlackRock (BLK) | 0.5 | $712k | 778.00 | 915.17 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.5 | $695k | 11k | 62.88 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $694k | 19k | 36.46 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $693k | 16k | 44.37 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $645k | 8.8k | 73.19 | |
| Altria (MO) | 0.4 | $641k | 14k | 47.39 | |
| Chubb (CB) | 0.4 | $622k | 3.2k | 193.35 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $620k | 5.8k | 106.90 | |
| Air Products & Chemicals (APD) | 0.4 | $614k | 2.0k | 304.41 | |
| Cme (CME) | 0.4 | $604k | 2.6k | 228.53 | |
| Cisco Systems (CSCO) | 0.4 | $600k | 9.5k | 63.34 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $596k | 3.3k | 178.98 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $579k | 12k | 50.36 | |
| EOG Resources (EOG) | 0.4 | $574k | 6.5k | 88.94 | |
| Merck & Co (MRK) | 0.4 | $566k | 7.4k | 76.69 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $559k | 3.0k | 188.47 | |
| Verizon Communications (VZ) | 0.4 | $553k | 11k | 51.99 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $519k | 6.4k | 81.22 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $496k | 4.4k | 112.07 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.3 | $485k | 48k | 10.10 | |
| Target Corporation (TGT) | 0.3 | $479k | 2.1k | 231.29 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $470k | 4.1k | 114.11 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $447k | 3.9k | 113.80 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $435k | 10k | 41.68 | |
| UnitedHealth (UNH) | 0.3 | $434k | 864.00 | 502.31 | |
| Republic Services (RSG) | 0.3 | $426k | 3.1k | 139.58 | |
| Intel Corporation (INTC) | 0.3 | $426k | 8.3k | 51.54 | |
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.3 | $417k | 8.3k | 50.36 | |
| Nutrien (NTR) | 0.3 | $416k | 5.5k | 75.12 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $409k | 8.4k | 48.78 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $393k | 1.1k | 359.23 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $364k | 2.2k | 163.96 | |
| Abbvie (ABBV) | 0.2 | $358k | 2.6k | 135.35 | |
| Tesla Motors (TSLA) | 0.2 | $355k | 336.00 | 1056.55 | |
| Microchip Technology (MCHP) | 0.2 | $353k | 4.1k | 87.16 | |
| CVS Caremark Corporation (CVS) | 0.2 | $328k | 3.2k | 102.92 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $324k | 1.1k | 283.22 | |
| Best Buy (BBY) | 0.2 | $323k | 3.2k | 101.67 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $314k | 12k | 25.93 | |
| Tractor Supply Company (TSCO) | 0.2 | $302k | 1.3k | 238.74 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $301k | 848.00 | 354.95 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $291k | 7.4k | 39.38 | |
| Prudential Financial (PRU) | 0.2 | $286k | 2.6k | 108.25 | |
| NVIDIA Corporation (NVDA) | 0.2 | $285k | 968.00 | 294.42 | |
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $285k | 4.0k | 70.98 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $282k | 2.7k | 103.07 | |
| TJX Companies (TJX) | 0.2 | $274k | 3.6k | 75.90 | |
| Amgen (AMGN) | 0.2 | $273k | 1.2k | 224.69 | |
| Kkr & Co (KKR) | 0.2 | $273k | 3.7k | 74.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $264k | 2.2k | 118.81 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $263k | 15k | 17.77 | |
| American Tower Reit (AMT) | 0.2 | $239k | 816.00 | 292.89 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.2 | $238k | 6.6k | 36.00 | |
| Oracle Corporation (ORCL) | 0.2 | $237k | 2.7k | 87.13 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $237k | 4.4k | 53.28 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $229k | 740.00 | 309.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $226k | 78.00 | 2897.44 | |
| BP Sponsored Adr (BP) | 0.2 | $224k | 8.4k | 26.60 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $224k | 2.8k | 80.40 | |
| Broadcom (AVGO) | 0.2 | $222k | 334.00 | 664.67 | |
| Southern Copper Corporation (SCCO) | 0.2 | $222k | 3.6k | 61.65 | |
| Costco Wholesale Corporation (COST) | 0.2 | $221k | 389.00 | 568.12 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $216k | 1.3k | 166.15 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $211k | 3.2k | 65.94 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $209k | 5.5k | 38.24 | |
| At&t (T) | 0.1 | $208k | 8.5k | 24.59 | |
| Bristol Myers Squibb (BMY) | 0.1 | $205k | 3.3k | 62.48 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $205k | 1.5k | 140.89 | |
| Listed Fd Tr Shares Core Bd (OVB) | 0.1 | $202k | 7.9k | 25.56 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $201k | 485.00 | 414.43 | |
| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $190k | 11k | 17.84 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $170k | 16k | 10.95 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $128k | 10k | 12.68 | |
| Hecla Mining Company (HL) | 0.0 | $52k | 10k | 5.20 | |
| Iamgold Corp (IAG) | 0.0 | $31k | 10k | 3.10 |
