Resurgent Financial Advisors

Resurgent Financial Advisors as of June 30, 2022

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 186 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $14M 49k 280.27
Apple (AAPL) 4.9 $7.9M 58k 136.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $7.8M 21k 377.27
Microsoft Corporation (MSFT) 4.5 $7.1M 28k 256.85
Ishares Tr Core S&p500 Etf (IVV) 1.9 $3.1M 8.1k 379.10
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $3.0M 61k 49.19
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.8 $2.9M 9.6k 307.80
Ishares Tr Russell 2000 Etf Put Option (IWM) 1.7 $2.7M 30k 90.37
Home Depot (HD) 1.7 $2.7M 9.7k 274.26
Pfizer (PFE) 1.6 $2.5M 48k 52.42
Johnson & Johnson (JNJ) 1.5 $2.4M 14k 177.53
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.4M 1.1k 2178.97
JPMorgan Chase & Co. (JPM) 1.4 $2.3M 21k 112.61
Chevron Corporation (CVX) 1.4 $2.2M 15k 144.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.9M 7.1k 273.07
Amazon (AMZN) 1.2 $1.8M 17k 106.22
Stock Yards Ban (SYBT) 1.0 $1.6M 27k 59.83
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.6M 11k 143.47
Crown Castle Intl (CCI) 1.0 $1.6M 9.3k 168.38
Mondelez Intl Cl A (MDLZ) 1.0 $1.6M 25k 62.10
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.5M 11k 137.44
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.5M 10k 144.92
Wal-Mart Stores (WMT) 0.9 $1.5M 12k 121.55
Bank of America Corporation (BAC) 0.9 $1.4M 46k 31.14
Visa Com Cl A (V) 0.9 $1.4M 7.0k 196.99
Pepsi (PEP) 0.9 $1.4M 8.3k 166.69
Union Pacific Corporation (UNP) 0.9 $1.4M 6.5k 213.23
Texas Pacific Land Corp (TPL) 0.8 $1.4M 911.00 1488.47
ConocoPhillips (COP) 0.8 $1.4M 15k 89.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.8 $1.3M 22k 59.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.3M 22k 60.34
Ishares Tr Short Treas Bd (SHV) 0.8 $1.2M 11k 110.08
Eaton Corp SHS (ETN) 0.7 $1.2M 9.2k 125.98
Merck & Co (MRK) 0.7 $1.2M 13k 91.13
Nextera Energy (NEE) 0.7 $1.1M 14k 77.46
Select Sector Spdr Tr Financial (XLF) 0.7 $1.1M 35k 31.44
Marathon Petroleum Corp (MPC) 0.7 $1.1M 13k 82.19
Abbvie (ABBV) 0.7 $1.1M 7.1k 153.14
Walt Disney Company (DIS) 0.7 $1.0M 11k 94.40
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $1.0M 9.7k 105.36
Danaher Corporation (DHR) 0.6 $1.0M 4.0k 253.56
Exxon Mobil Corporation (XOM) 0.6 $1.0M 12k 85.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $999k 11k 89.01
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $946k 10k 92.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $878k 14k 62.44
EOG Resources (EOG) 0.5 $858k 7.8k 110.48
Medtronic SHS (MDT) 0.5 $818k 9.1k 89.76
Verizon Communications (VZ) 0.5 $808k 16k 50.73
Permian Basin Rty Tr Unit Ben Int (PBT) 0.5 $794k 48k 16.54
UnitedHealth (UNH) 0.5 $790k 1.5k 513.65
Procter & Gamble Company (PG) 0.5 $788k 5.5k 143.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $779k 6.8k 115.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $777k 4.1k 188.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $741k 21k 34.76
Cisco Systems (CSCO) 0.5 $726k 17k 42.61
Costco Wholesale Corporation (COST) 0.5 $723k 1.5k 479.44
Lockheed Martin Corporation (LMT) 0.4 $719k 1.7k 429.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $716k 9.4k 76.32
Rbc Cad (RY) 0.4 $714k 7.4k 96.81
Meta Platforms Cl A (META) 0.4 $707k 4.4k 161.16
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $704k 18k 38.96
Cme (CME) 0.4 $689k 3.4k 204.63
Valero Energy Corporation (VLO) 0.4 $686k 6.5k 106.29
Essential Utils (WTRG) 0.4 $671k 15k 45.86
Chubb (CB) 0.4 $660k 3.4k 196.66
Automatic Data Processing (ADP) 0.4 $652k 3.1k 209.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $651k 23k 28.82
Ishares Tr Core Total Usd (IUSB) 0.4 $648k 14k 46.82
Highwoods Properties (HIW) 0.4 $639k 19k 34.21
BlackRock (BLK) 0.4 $633k 1.0k 608.65
Air Products & Chemicals (APD) 0.4 $628k 2.6k 240.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $619k 7.4k 83.90
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $617k 16k 39.92
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $608k 7.3k 83.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $606k 6.0k 101.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $602k 4.0k 149.71
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $591k 5.8k 101.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $585k 25k 23.91
Altria (MO) 0.4 $584k 14k 41.76
Motorola Solutions Com New (MSI) 0.4 $582k 2.8k 209.43
Edwards Lifesciences (EW) 0.4 $579k 6.1k 95.09
Deere & Company (DE) 0.4 $564k 1.9k 299.52
Regeneron Pharmaceuticals (REGN) 0.3 $559k 945.00 591.53
Newmont Mining Corporation (NEM) 0.3 $555k 9.3k 59.63
Comcast Corp Cl A (CMCSA) 0.3 $552k 14k 39.22
Mastercard Incorporated Cl A (MA) 0.3 $541k 1.7k 315.64
Bristol Myers Squibb (BMY) 0.3 $540k 7.0k 77.05
NVIDIA Corporation (NVDA) 0.3 $529k 3.5k 151.53
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $506k 23k 22.20
McDonald's Corporation (MCD) 0.3 $496k 2.0k 246.64
Republic Services (RSG) 0.3 $482k 3.7k 130.94
Broadcom (AVGO) 0.3 $478k 984.00 485.77
Quanta Services (PWR) 0.3 $476k 3.8k 125.23
CVS Caremark Corporation (CVS) 0.3 $461k 5.0k 92.66
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $454k 5.2k 87.24
Equinix (EQIX) 0.3 $454k 691.00 657.02
Abbott Laboratories (ABT) 0.3 $442k 4.1k 108.55
salesforce (CRM) 0.3 $433k 2.6k 165.08
Iqvia Holdings (IQV) 0.3 $431k 2.0k 216.91
Activision Blizzard 0.3 $429k 5.5k 77.77
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $422k 350.00 1205.71
Intel Corporation (INTC) 0.3 $420k 11k 37.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $416k 1.8k 226.33
Texas Instruments Incorporated (TXN) 0.3 $413k 2.7k 153.65
Nutrien (NTR) 0.3 $411k 5.2k 79.60
Ares Acquisition Corporation Unit 99/99/9999 0.3 $411k 42k 9.86
Ares Acquisition Corporation Com Cl A 0.3 $404k 41k 9.83
Raytheon Technologies Corp (RTX) 0.3 $401k 4.2k 96.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $392k 179.00 2189.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $382k 2.8k 134.27
Amgen (AMGN) 0.2 $373k 1.5k 243.47
Ishares Tr Eafe Value Etf (EFV) 0.2 $373k 8.6k 43.40
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $355k 1.3k 281.52
Rapid7 (RPD) 0.2 $355k 5.3k 66.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $352k 7.9k 44.70
Pimco CA Muni. Income Fund II (PCK) 0.2 $347k 51k 6.85
Target Corporation (TGT) 0.2 $346k 2.5k 141.05
Philip Morris International (PM) 0.2 $341k 3.5k 98.64
On Assignment (ASGN) 0.2 $337k 3.7k 90.13
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $337k 1.7k 203.63
Ishares Tr Core High Dv Etf (HDV) 0.2 $331k 3.3k 100.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $327k 3.5k 94.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $326k 7.0k 46.48
Ark Etf Tr Innovation Etf (ARKK) 0.2 $325k 8.1k 39.89
Corning Incorporated (GLW) 0.2 $320k 10k 31.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $315k 1.4k 218.45
Lowe's Companies (LOW) 0.2 $311k 1.8k 174.92
Ishares Core Msci Emkt (IEMG) 0.2 $311k 6.3k 49.01
Thermo Fisher Scientific (TMO) 0.2 $302k 556.00 543.17
Caterpillar (CAT) 0.2 $295k 1.6k 179.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $295k 4.2k 70.24
Blackstone Group Inc Com Cl A (BX) 0.2 $293k 3.2k 91.25
Microchip Technology (MCHP) 0.2 $293k 5.0k 58.17
Ishares Tr Tips Bd Etf (TIP) 0.2 $291k 2.6k 113.76
American Tower Reit (AMT) 0.2 $288k 1.1k 255.32
Crispr Therapeutics Namen Akt (CRSP) 0.2 $287k 4.7k 60.79
Baxter International (BAX) 0.2 $285k 4.4k 64.22
Ishares Tr Core Msci Total (IXUS) 0.2 $277k 4.9k 57.03
Tesla Motors (TSLA) 0.2 $274k 407.00 673.22
Cambria Etf Tr Tail Risk (TAIL) 0.2 $264k 15k 17.60
Kforce (KFRC) 0.2 $262k 4.3k 61.44
Sun Communities (SUI) 0.2 $262k 1.6k 159.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $256k 6.4k 40.07
Apollo Global Mgmt (APO) 0.2 $256k 5.3k 48.56
Realty Income (O) 0.2 $252k 3.7k 68.26
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $252k 15k 16.80
Cigna Corp (CI) 0.2 $252k 956.00 263.60
Tractor Supply Company (TSCO) 0.2 $245k 1.3k 193.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $241k 5.8k 41.59
Qualcomm (QCOM) 0.2 $241k 1.9k 127.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $241k 3.8k 62.63
Spdr Ser Tr S&p Biotech (XBI) 0.2 $240k 3.2k 74.30
United Therapeutics Corporation (UTHR) 0.1 $239k 1.0k 235.24
Oracle Corporation (ORCL) 0.1 $236k 3.4k 69.86
Becton, Dickinson and (BDX) 0.1 $234k 950.00 246.32
Digital Realty Trust (DLR) 0.1 $233k 1.8k 129.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $232k 2.8k 81.69
Ishares Tr Us Infrastruc (IFRA) 0.1 $232k 6.8k 34.01
Lululemon Athletica (LULU) 0.1 $228k 837.00 272.40
3M Company (MMM) 0.1 $226k 1.7k 129.36
Metropcs Communications (TMUS) 0.1 $225k 1.7k 134.73
L3harris Technologies (LHX) 0.1 $222k 918.00 241.83
Ishares Tr Msci Eafe Etf (EFA) 0.1 $221k 3.5k 62.55
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $219k 13k 17.33
TJX Companies (TJX) 0.1 $215k 3.8k 55.90
Illumina (ILMN) 0.1 $213k 1.2k 184.10
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $211k 3.0k 70.24
Best Buy (BBY) 0.1 $210k 3.2k 65.22
Goldman Sachs (GS) 0.1 $208k 700.00 297.14
Waste Management (WM) 0.1 $207k 1.4k 152.99
Gilead Sciences (GILD) 0.1 $205k 3.3k 61.86
Sherwin-Williams Company (SHW) 0.1 $205k 917.00 223.56
At&t (T) 0.1 $204k 9.7k 20.98
Marathon Oil Corporation (MRO) 0.1 $202k 9.0k 22.44
United Parcel Service CL B (UPS) 0.1 $202k 1.1k 182.15
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $197k 17k 11.65
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $184k 10k 18.23
Simon Property Grp Acq Holdi Unit 99/99/9999 0.1 $162k 17k 9.82
Simon Property Grp Acq Holdi Com Cl A 0.1 $162k 17k 9.82
Nokia Corp Sponsored Adr (NOK) 0.1 $154k 34k 4.60
Crown Proptech Acquisitions Shs Cl A 0.1 $108k 11k 9.81
Akoustis Technologies (AKTS) 0.0 $67k 18k 3.69
Origin Materials *w Exp 06/25/202 (ORGNW) 0.0 $41k 40k 1.02
Hecla Mining Company (HL) 0.0 $39k 10k 3.90
Teucrium Commodity Tr Wheat Fd Call Option (WEAT) 0.0 $21k 10k 2.10
Iamgold Corp (IAG) 0.0 $16k 10k 1.60