Resurgent Financial Advisors

Resurgent Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 196 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.4 $8.4M 32k 267.21
Apple (AAPL) 5.2 $8.0M 58k 138.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.7 $7.3M 21k 357.18
Microsoft Corporation (MSFT) 4.4 $6.8M 29k 232.92
Home Depot (HD) 1.9 $3.0M 11k 275.97
Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.8M 7.8k 358.68
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.7 $2.6M 31k 82.79
Johnson & Johnson (JNJ) 1.6 $2.5M 15k 163.37
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $2.4M 8.3k 287.29
Amazon (AMZN) 1.5 $2.4M 21k 113.04
JPMorgan Chase & Co. (JPM) 1.5 $2.3M 23k 104.51
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.3M 24k 95.67
Chevron Corporation (CVX) 1.5 $2.3M 16k 143.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.2M 8.1k 266.95
Pfizer (PFE) 1.4 $2.2M 49k 43.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $2.0M 42k 48.27
Stock Yards Ban (SYBT) 1.2 $1.9M 27k 68.03
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.8M 14k 135.98
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.7M 12k 135.16
Wal-Mart Stores (WMT) 1.0 $1.6M 13k 129.68
Texas Pacific Land Corp (TPL) 1.0 $1.6M 911.00 1777.17
ConocoPhillips (COP) 1.0 $1.5M 15k 102.31
Visa Com Cl A (V) 1.0 $1.5M 8.5k 177.74
Bank of America Corporation (BAC) 0.9 $1.5M 48k 30.20
Nextera Energy (NEE) 0.9 $1.4M 18k 78.42
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.4M 11k 128.54
Pepsi (PEP) 0.9 $1.4M 8.5k 163.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.4M 24k 57.87
Mondelez Intl Cl A (MDLZ) 0.9 $1.4M 25k 54.84
Marathon Petroleum Corp (MPC) 0.8 $1.3M 13k 99.34
Wisdomtree Tr Us Largecap Divd (DLN) 0.8 $1.3M 24k 55.28
Crown Castle Intl (CCI) 0.8 $1.3M 9.1k 144.52
Union Pacific Corporation (UNP) 0.8 $1.3M 6.7k 194.86
Eaton Corp SHS (ETN) 0.8 $1.3M 9.8k 133.39
Exxon Mobil Corporation (XOM) 0.8 $1.2M 14k 87.37
UnitedHealth (UNH) 0.8 $1.2M 2.4k 505.06
Select Sector Spdr Tr Financial (XLF) 0.7 $1.1M 38k 30.37
Merck & Co (MRK) 0.7 $1.1M 13k 86.12
Danaher Corporation (DHR) 0.7 $1.1M 4.2k 258.29
CVS Caremark Corporation (CVS) 0.7 $1.1M 11k 95.41
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $1.0M 9.9k 101.69
Abbvie (ABBV) 0.6 $980k 7.3k 134.19
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $957k 11k 87.15
Walt Disney Company (DIS) 0.6 $955k 10k 94.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $867k 11k 82.43
Permian Basin Rty Tr Unit Ben Int (PBT) 0.5 $784k 48k 16.33
Procter & Gamble Company (PG) 0.5 $777k 6.2k 126.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $763k 10k 74.29
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $757k 6.9k 109.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $756k 4.2k 179.57
Lockheed Martin Corporation (LMT) 0.5 $748k 1.9k 385.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $747k 13k 58.51
Amgen (AMGN) 0.5 $719k 3.2k 225.53
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $714k 19k 37.68
Costco Wholesale Corporation (COST) 0.5 $709k 1.5k 472.04
Automatic Data Processing (ADP) 0.4 $696k 3.1k 226.05
Valero Energy Corporation (VLO) 0.4 $687k 6.4k 106.88
Cisco Systems (CSCO) 0.4 $683k 17k 40.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $663k 21k 31.06
Chubb (CB) 0.4 $656k 3.6k 181.72
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $645k 28k 22.75
Verizon Communications (VZ) 0.4 $639k 17k 37.99
Regeneron Pharmaceuticals (REGN) 0.4 $636k 923.00 689.06
Deere & Company (DE) 0.4 $630k 1.9k 333.86
Motorola Solutions Com New (MSI) 0.4 $627k 2.8k 223.93
Texas Instruments Incorporated (TXN) 0.4 $627k 4.1k 154.78
Meta Platforms Cl A (META) 0.4 $624k 4.6k 135.56
Air Products & Chemicals (APD) 0.4 $620k 2.7k 232.73
Highwoods Properties (HIW) 0.4 $617k 23k 26.97
Cme (CME) 0.4 $612k 3.5k 177.08
Tesla Motors (TSLA) 0.4 $610k 2.3k 265.56
Ishares Tr Core Total Usd (IUSB) 0.4 $606k 14k 44.53
Essential Utils (WTRG) 0.4 $605k 15k 41.35
Morgan Stanley Com New (MS) 0.4 $603k 7.6k 79.04
Altria (MO) 0.4 $597k 15k 40.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $594k 7.5k 79.57
Quanta Services (PWR) 0.4 $583k 4.6k 127.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $582k 23k 25.80
Ishares Tr Short Treas Bd (SHV) 0.4 $578k 5.3k 110.05
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $564k 16k 35.45
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $555k 5.8k 96.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $538k 5.7k 94.87
Edwards Lifesciences (EW) 0.3 $518k 6.3k 82.66
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $517k 6.5k 79.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $514k 3.6k 143.30
Broadcom (AVGO) 0.3 $509k 1.1k 443.77
Bristol Myers Squibb (BMY) 0.3 $508k 7.2k 71.05
Republic Services (RSG) 0.3 $501k 3.7k 136.14
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $500k 23k 21.92
Mastercard Incorporated Cl A (MA) 0.3 $470k 1.7k 284.16
McDonald's Corporation (MCD) 0.3 $465k 2.0k 230.88
NVIDIA Corporation (NVDA) 0.3 $463k 3.8k 121.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $460k 3.8k 121.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $456k 3.6k 127.27
PNC Financial Services (PNC) 0.3 $436k 2.9k 149.57
Spdr Ser Tr S&p Biotech (XBI) 0.3 $436k 5.5k 79.22
Dollar General (DG) 0.3 $433k 1.8k 240.16
Comcast Corp Cl A (CMCSA) 0.3 $424k 15k 29.33
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $411k 350.00 1174.29
Medtronic SHS (MDT) 0.3 $411k 5.1k 80.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $409k 1.9k 219.42
Intel Corporation (INTC) 0.3 $408k 16k 25.72
Activision Blizzard 0.3 $393k 5.3k 74.32
Equinix (EQIX) 0.3 $390k 686.00 568.51
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $386k 1.3k 289.57
Ishares Tr Core High Dv Etf (HDV) 0.2 $382k 4.2k 91.15
Ares Acquisition Corporation Com Cl A 0.2 $378k 38k 9.92
salesforce (CRM) 0.2 $377k 2.6k 143.89
Palo Alto Networks (PANW) 0.2 $377k 2.3k 163.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $364k 3.8k 96.25
Target Corporation (TGT) 0.2 $360k 2.4k 148.21
Abbott Laboratories (ABT) 0.2 $358k 3.7k 96.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $348k 5.1k 68.63
Ark Etf Tr Innovation Etf (ARKK) 0.2 $347k 9.2k 37.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $343k 1.6k 210.17
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $343k 1.9k 184.61
Celsius Hldgs Com New (CELH) 0.2 $339k 3.7k 90.62
Crispr Therapeutics Namen Akt (CRSP) 0.2 $336k 5.2k 65.22
Select Sector Spdr Tr Energy (XLE) 0.2 $336k 4.7k 71.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $335k 7.9k 42.30
Lowe's Companies (LOW) 0.2 $334k 1.8k 187.64
Truist Financial Corp equities (TFC) 0.2 $333k 7.6k 43.58
Raytheon Technologies Corp (RTX) 0.2 $332k 4.1k 81.77
On Assignment (ASGN) 0.2 $330k 3.7k 90.29
Duke Energy Corp Com New (DUK) 0.2 $328k 3.5k 92.94
Pimco CA Muni. Income Fund II (PCK) 0.2 $324k 51k 6.40
Iqvia Holdings (IQV) 0.2 $320k 1.8k 181.30
BlackRock (BLK) 0.2 $319k 581.00 549.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $312k 3.5k 90.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $309k 7.0k 44.05
Rbc Cad (RY) 0.2 $308k 3.4k 90.06
Philip Morris International (PM) 0.2 $307k 3.7k 82.95
Microchip Technology (MCHP) 0.2 $300k 4.9k 61.00
Thermo Fisher Scientific (TMO) 0.2 $296k 584.00 506.85
Corning Incorporated (GLW) 0.2 $290k 10k 29.01
Qualcomm (QCOM) 0.2 $283k 2.5k 113.20
At&t (T) 0.2 $283k 18k 15.35
Blackstone Group Inc Com Cl A (BX) 0.2 $278k 3.3k 83.79
Gilead Sciences (GILD) 0.2 $276k 4.5k 61.84
Cambria Etf Tr Tail Risk (TAIL) 0.2 $276k 16k 16.85
Caterpillar (CAT) 0.2 $270k 1.6k 163.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $269k 7.7k 34.91
American Tower Reit (AMT) 0.2 $266k 1.2k 214.34
Ishares Tr Tips Bd Etf (TIP) 0.2 $264k 2.5k 104.64
MercadoLibre (MELI) 0.2 $258k 311.00 829.58
Cigna Corp (CI) 0.2 $255k 921.00 276.87
Ishares Tr Eafe Value Etf (EFV) 0.2 $252k 6.5k 38.57
Goldman Sachs (GS) 0.2 $252k 862.00 292.34
Citigroup Com New (C) 0.2 $251k 6.0k 41.66
Ishares Core Msci Emkt (IEMG) 0.2 $251k 5.8k 43.05
MetLife (MET) 0.2 $246k 4.0k 60.77
Baxter International (BAX) 0.2 $244k 4.5k 53.85
Lululemon Athletica (LULU) 0.2 $242k 868.00 278.80
Ishares Tr Msci Eafe Etf (EFA) 0.2 $241k 4.3k 55.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $240k 6.6k 36.56
Eli Lilly & Co. (LLY) 0.2 $239k 738.00 323.85
Tractor Supply Company (TSCO) 0.2 $237k 1.3k 186.17
TJX Companies (TJX) 0.2 $237k 3.8k 62.11
Vaneck Etf Trust Agribusiness Etf (MOO) 0.2 $237k 2.9k 80.58
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $234k 15k 15.60
Apollo Global Mgmt (APO) 0.1 $233k 5.0k 46.45
Sun Communities (SUI) 0.1 $233k 1.7k 134.84
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $233k 3.8k 60.54
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $231k 10k 22.89
The Trade Desk Com Cl A (TTD) 0.1 $230k 3.8k 59.77
Oracle Corporation (ORCL) 0.1 $230k 3.8k 61.02
Kforce (KFRC) 0.1 $229k 3.9k 58.66
Rapid7 (RPD) 0.1 $225k 5.2k 42.90
Ishares Tr Core Msci Total (IXUS) 0.1 $223k 4.4k 50.94
Metropcs Communications (TMUS) 0.1 $222k 1.7k 134.46
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $218k 3.6k 59.89
United Parcel Service CL B (UPS) 0.1 $217k 1.3k 161.58
Waste Management (WM) 0.1 $217k 1.4k 160.38
Advanced Micro Devices (AMD) 0.1 $215k 3.4k 63.35
Ishares Tr Us Infrastruc (IFRA) 0.1 $215k 6.7k 32.22
Realty Income (O) 0.1 $213k 3.7k 58.15
Illumina (ILMN) 0.1 $212k 1.1k 191.16
Becton, Dickinson and (BDX) 0.1 $210k 941.00 223.17
PPG Industries (PPG) 0.1 $209k 1.9k 110.93
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $209k 17k 12.36
Ishares Tr Us Home Cons Etf (ITB) 0.1 $208k 4.0k 51.91
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $207k 3.1k 66.07
GSK Sponsored Adr (GSK) 0.1 $206k 7.0k 29.46
Proshares Tr Short Qqq New (PSQ) 0.1 $204k 14k 14.89
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $203k 13k 15.89
Marathon Oil Corporation (MRO) 0.1 $203k 9.0k 22.55
United Therapeutics Corporation (UTHR) 0.1 $201k 961.00 209.16
Williams Companies (WMB) 0.1 $200k 7.0k 28.55
Ishares Tr Russell 2000 Etf Put Option (IWM) 0.1 $181k 3.0k 60.33
Simon Property Grp Acq Holdi Com Cl A 0.1 $163k 17k 9.88
Select Sector Spdr Tr Technology Put Option (XLK) 0.1 $146k 5.0k 29.20
Nokia Corp Sponsored Adr (NOK) 0.1 $135k 32k 4.27
Akoustis Technologies (AKTS) 0.0 $57k 19k 2.99
Origin Materials *w Exp 06/25/202 (ORGNW) 0.0 $41k 39k 1.04
Hecla Mining Company (HL) 0.0 $39k 10k 3.90
Iamgold Corp (IAG) 0.0 $11k 10k 1.10