Resurgent Financial Advisors as of March 31, 2022
Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 189 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.3 | $21M | 58k | 362.53 | |
Apple (AAPL) | 5.6 | $9.6M | 55k | 174.61 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.9 | $8.3M | 19k | 451.66 | |
Microsoft Corporation (MSFT) | 4.5 | $7.6M | 25k | 308.29 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.2 | $3.8M | 11k | 346.76 | |
Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $3.0M | 15k | 205.23 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.9M | 1.0k | 2781.34 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.7 | $2.8M | 57k | 49.55 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $2.8M | 6.3k | 453.64 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $2.6M | 19k | 136.29 | |
Amazon (AMZN) | 1.5 | $2.5M | 778.00 | 3259.64 | |
Home Depot (HD) | 1.4 | $2.5M | 8.2k | 299.24 | |
Chevron Corporation (CVX) | 1.4 | $2.4M | 15k | 162.80 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.2M | 6.2k | 352.91 | |
Johnson & Johnson (JNJ) | 1.1 | $1.9M | 11k | 177.23 | |
Pfizer (PFE) | 1.1 | $1.8M | 35k | 51.78 | |
ConocoPhillips (COP) | 1.1 | $1.8M | 18k | 99.99 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $1.7M | 11k | 162.13 | |
Medtronic SHS (MDT) | 1.0 | $1.6M | 15k | 110.95 | |
Bank of America Corporation (BAC) | 1.0 | $1.6M | 40k | 41.22 | |
Crown Castle Intl (CCI) | 0.9 | $1.6M | 8.5k | 184.59 | |
Wal-Mart Stores (WMT) | 0.9 | $1.6M | 11k | 148.95 | |
Deere & Company (DE) | 0.9 | $1.5M | 3.7k | 415.60 | |
Visa Com Cl A (V) | 0.9 | $1.5M | 6.6k | 221.77 | |
Stock Yards Ban (SYBT) | 0.8 | $1.4M | 27k | 52.91 | |
Walt Disney Company (DIS) | 0.7 | $1.3M | 9.2k | 137.17 | |
Eaton Corp SHS (ETN) | 0.7 | $1.3M | 8.3k | 151.74 | |
Texas Pacific Land Corp (TPL) | 0.7 | $1.2M | 911.00 | 1352.36 | |
Broadcom (AVGO) | 0.7 | $1.2M | 1.9k | 629.75 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.2M | 11k | 107.89 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.7 | $1.2M | 18k | 65.70 | |
Danaher Corporation (DHR) | 0.7 | $1.1M | 3.9k | 293.34 | |
Mondelez Intl Cl A (MDLZ) | 0.6 | $1.1M | 17k | 62.79 | |
Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.1M | 28k | 38.33 | |
Abbvie (ABBV) | 0.6 | $1.1M | 6.6k | 162.13 | |
Pepsi (PEP) | 0.6 | $1.1M | 6.4k | 167.40 | |
Union Pacific Corporation (UNP) | 0.6 | $1.0M | 3.8k | 273.21 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.0M | 12k | 82.52 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.0M | 14k | 71.36 | |
Meta Platforms Cl A (META) | 0.6 | $985k | 4.4k | 222.30 | |
Nextera Energy (NEE) | 0.6 | $977k | 12k | 84.75 | |
Marathon Petroleum Corp (MPC) | 0.6 | $975k | 11k | 85.52 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $964k | 4.2k | 227.57 | |
NVIDIA Corporation (NVDA) | 0.5 | $920k | 3.4k | 272.75 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $915k | 12k | 73.65 | |
Merck & Co (MRK) | 0.5 | $914k | 11k | 82.00 | |
Ishares Tr Russell 2000 Etf Put Option (IXP) | 0.5 | $857k | 14k | 62.55 | |
Highwoods Properties (HIW) | 0.5 | $854k | 19k | 45.71 | |
Procter & Gamble Company (PG) | 0.5 | $848k | 5.5k | 152.90 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.5 | $847k | 8.2k | 103.04 | |
EOG Resources (EOG) | 0.5 | $837k | 7.0k | 119.23 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $805k | 21k | 38.66 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $801k | 10k | 78.09 | |
Cisco Systems (CSCO) | 0.5 | $798k | 14k | 55.78 | |
Cme (CME) | 0.5 | $789k | 3.3k | 237.94 | |
Freeport-mcmoran CL B (FCX) | 0.5 | $787k | 16k | 49.77 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $774k | 17k | 44.42 | |
Edwards Lifesciences (EW) | 0.4 | $752k | 6.4k | 117.68 | |
Essential Utils (WTRG) | 0.4 | $748k | 15k | 51.11 | |
Altria (MO) | 0.4 | $745k | 14k | 52.25 | |
UnitedHealth (UNH) | 0.4 | $735k | 1.4k | 510.42 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $731k | 4.2k | 175.89 | |
Verizon Communications (VZ) | 0.4 | $724k | 14k | 50.89 | |
Chubb (CB) | 0.4 | $712k | 3.3k | 213.81 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $698k | 6.2k | 112.31 | |
Motorola Solutions Com New (MSI) | 0.4 | $688k | 2.8k | 242.17 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $665k | 952.00 | 698.53 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $665k | 11k | 60.70 | |
Intel Corporation (INTC) | 0.4 | $664k | 13k | 49.54 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $662k | 19k | 34.29 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $661k | 14k | 46.79 | |
CVS Caremark Corporation (CVS) | 0.4 | $635k | 6.3k | 101.08 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $613k | 6.1k | 100.99 | |
Rapid7 (RPD) | 0.4 | $604k | 5.4k | 111.21 | |
Permian Basin Rty Tr Unit Ben Int (PBT) | 0.4 | $600k | 48k | 12.50 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $592k | 1.7k | 357.49 | |
BlackRock (BLK) | 0.3 | $585k | 766.00 | 763.71 | |
salesforce (CRM) | 0.3 | $560k | 2.6k | 212.20 | |
Lockheed Martin Corporation (LMT) | 0.3 | $543k | 1.2k | 441.46 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $540k | 8.2k | 66.24 | |
Tesla Motors (TSLA) | 0.3 | $534k | 496.00 | 1076.61 | |
Air Products & Chemicals (APD) | 0.3 | $532k | 2.1k | 250.00 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $530k | 22k | 24.45 | |
Equinix (EQIX) | 0.3 | $526k | 709.00 | 741.89 | |
Texas Instruments Incorporated (TXN) | 0.3 | $510k | 2.8k | 183.45 | |
Target Corporation (TGT) | 0.3 | $497k | 2.3k | 212.12 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $494k | 11k | 43.91 | |
Nutrien (NTR) | 0.3 | $493k | 4.7k | 103.92 | |
Bristol Myers Squibb (BMY) | 0.3 | $473k | 6.5k | 73.08 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $472k | 4.4k | 107.10 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $471k | 1.7k | 269.91 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $466k | 167.00 | 2790.42 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $433k | 1.9k | 226.94 | |
Illumina (ILMN) | 0.3 | $433k | 1.2k | 349.19 | |
On Assignment (ASGN) | 0.3 | $431k | 3.7k | 116.77 | |
Iqvia Holdings (IQV) | 0.3 | $430k | 1.9k | 231.31 | |
Activision Blizzard | 0.2 | $425k | 5.3k | 80.20 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $422k | 7.8k | 53.81 | |
Ares Acquisition Corporation Com Cl A | 0.2 | $415k | 42k | 9.81 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $401k | 3.2k | 126.98 | |
Republic Services (RSG) | 0.2 | $401k | 3.0k | 132.61 | |
Wisdomtree Tr Us Largecap Fund (EPS) | 0.2 | $400k | 8.3k | 48.31 | |
Southern Copper Corporation (SCCO) | 0.2 | $396k | 5.2k | 75.96 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $387k | 3.6k | 106.82 | |
Prudential Financial (PRU) | 0.2 | $373k | 3.2k | 118.19 | |
Microchip Technology (MCHP) | 0.2 | $373k | 5.0k | 75.07 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $370k | 1.4k | 267.73 | |
Global X Fds S&p 500 Covered (XYLD) | 0.2 | $369k | 7.5k | 49.53 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $366k | 3.6k | 101.33 | |
Ishares Tr Core Total Usd (IUSB) | 0.2 | $364k | 7.3k | 49.63 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $361k | 8.0k | 45.19 | |
Qualcomm (QCOM) | 0.2 | $360k | 2.4k | 153.00 | |
Amgen (AMGN) | 0.2 | $352k | 1.5k | 241.92 | |
Corning Incorporated (GLW) | 0.2 | $349k | 9.5k | 36.90 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $349k | 1.3k | 261.03 | |
Ishares Tr Core Msci Total (IXUS) | 0.2 | $346k | 5.2k | 66.59 | |
Abbott Laboratories (ABT) | 0.2 | $327k | 2.8k | 118.39 | |
Costco Wholesale Corporation (COST) | 0.2 | $323k | 561.00 | 575.76 | |
MercadoLibre (MELI) | 0.2 | $320k | 269.00 | 1189.59 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $316k | 3.0k | 104.57 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $314k | 4.2k | 74.76 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $313k | 1.9k | 166.05 | |
Apollo Global Mgmt (APO) | 0.2 | $304k | 4.9k | 62.05 | |
Kforce (KFRC) | 0.2 | $301k | 4.1k | 73.90 | |
Lululemon Athletica (LULU) | 0.2 | $300k | 821.00 | 365.41 | |
3M Company (MMM) | 0.2 | $299k | 2.0k | 148.98 | |
Tractor Supply Company (TSCO) | 0.2 | $295k | 1.3k | 233.02 | |
Cambria Etf Tr Tail Risk (TAIL) | 0.2 | $294k | 18k | 16.66 | |
Best Buy (BBY) | 0.2 | $292k | 3.2k | 90.77 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $291k | 15k | 19.40 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $289k | 7.9k | 36.40 | |
Gilead Sciences (GILD) | 0.2 | $289k | 4.9k | 59.31 | |
Skyworks Solutions (SWKS) | 0.2 | $288k | 2.2k | 133.21 | |
Block Cl A (SQ) | 0.2 | $277k | 2.0k | 135.58 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $275k | 2.0k | 137.09 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.2 | $268k | 4.5k | 59.46 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.2 | $268k | 4.3k | 62.76 | |
Advanced Micro Devices (AMD) | 0.2 | $267k | 2.4k | 109.02 | |
Oracle Corporation (ORCL) | 0.2 | $267k | 3.2k | 82.66 | |
The Trade Desk Com Cl A (TTD) | 0.2 | $261k | 3.8k | 69.27 | |
American Tower Reit (AMT) | 0.1 | $253k | 1.0k | 250.74 | |
Shopify Cl A (SHOP) | 0.1 | $251k | 371.00 | 676.55 | |
Roku Com Cl A (ROKU) | 0.1 | $251k | 2.0k | 125.50 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $250k | 17k | 14.78 | |
Sun Communities (SUI) | 0.1 | $249k | 1.4k | 175.35 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $248k | 5.4k | 46.17 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $248k | 2.3k | 108.77 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $242k | 3.2k | 75.93 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $242k | 718.00 | 337.05 | |
Wisdomtree Tr Jp Smallcp Div (DFJ) | 0.1 | $241k | 3.7k | 65.85 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $238k | 1.9k | 124.74 | |
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $236k | 4.7k | 50.17 | |
United Parcel Service CL B (UPS) | 0.1 | $236k | 1.1k | 214.35 | |
Okta Cl A (OKTA) | 0.1 | $235k | 1.6k | 150.93 | |
Sherwin-Williams Company (SHW) | 0.1 | $234k | 937.00 | 249.73 | |
Truist Financial Corp equities (TFC) | 0.1 | $234k | 4.1k | 56.71 | |
At&t (T) | 0.1 | $229k | 9.7k | 23.65 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $225k | 6.1k | 36.79 | |
TJX Companies (TJX) | 0.1 | $225k | 3.7k | 60.48 | |
Williams Companies (WMB) | 0.1 | $225k | 6.7k | 33.46 | |
Kkr & Co (KKR) | 0.1 | $222k | 3.8k | 58.58 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $221k | 4.4k | 49.83 | |
Raytheon Technologies Corp (RTX) | 0.1 | $221k | 2.2k | 99.01 | |
Becton, Dickinson and (BDX) | 0.1 | $220k | 826.00 | 266.34 | |
Coca-Cola Company (KO) | 0.1 | $220k | 3.5k | 62.04 | |
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $220k | 5.7k | 38.90 | |
Metropcs Communications (TMUS) | 0.1 | $218k | 1.7k | 128.39 | |
Cigna Corp (CI) | 0.1 | $213k | 889.00 | 239.60 | |
Digital Realty Trust (DLR) | 0.1 | $210k | 1.5k | 141.70 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $209k | 2.0k | 104.34 | |
Booking Holdings (BKNG) | 0.1 | $209k | 89.00 | 2348.31 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $209k | 3.8k | 55.59 | |
Norfolk Southern (NSC) | 0.1 | $206k | 723.00 | 284.92 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $206k | 2.7k | 77.74 | |
Lowe's Companies (LOW) | 0.1 | $205k | 1.0k | 201.97 | |
Jabil Circuit (JBL) | 0.1 | $203k | 3.3k | 61.63 | |
Micron Technology (MU) | 0.1 | $203k | 2.6k | 78.08 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $202k | 444.00 | 454.95 | |
American Intl Group Com New (AIG) | 0.1 | $201k | 3.2k | 62.85 | |
PPG Industries (PPG) | 0.1 | $200k | 1.5k | 130.55 | |
Enbridge (ENB) | 0.1 | $200k | 4.3k | 46.11 | |
Nokia Corp Sponsored Adr (NOK) | 0.1 | $180k | 33k | 5.46 | |
Simon Property Grp Acq Holdi Com Cl A | 0.1 | $161k | 17k | 9.76 | |
Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $156k | 10k | 15.46 | |
Akoustis Technologies (AKTS) | 0.1 | $116k | 18k | 6.53 | |
Hecla Mining Company (HL) | 0.0 | $66k | 10k | 6.60 | |
Origin Materials *w Exp 06/25/202 (ORGNW) | 0.0 | $59k | 38k | 1.55 | |
Iamgold Corp (IAG) | 0.0 | $35k | 10k | 3.50 | |
Teucrium Commodity Tr Wheat Fd Call Option (WEAT) | 0.0 | $30k | 10k | 3.00 |