Resurgent Financial Advisors

Resurgent Financial Advisors as of March 31, 2024

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 190 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.0 $9.9M 24k 420.73
Apple (AAPL) 3.5 $7.0M 41k 171.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $6.5M 15k 443.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $6.2M 12k 523.09
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $6.1M 34k 179.11
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $6.0M 33k 182.61
Ishares Tr Core S&p500 Etf (IVV) 2.9 $5.7M 11k 525.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $4.4M 10k 420.52
JPMorgan Chase & Co. (JPM) 2.1 $4.2M 21k 200.30
Wisdomtree Tr Us Largecap Divd (DLN) 1.7 $3.4M 48k 72.19
NVIDIA Corporation (NVDA) 1.7 $3.3M 3.6k 903.54
Home Depot (HD) 1.6 $3.1M 8.1k 383.58
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.0M 20k 150.93
Amazon (AMZN) 1.4 $2.8M 16k 180.38
Chevron Corporation (CVX) 1.3 $2.6M 17k 157.75
Wisdomtree Tr Us Midcap Divid (DON) 1.3 $2.5M 52k 48.77
Eaton Corp SHS (ETN) 1.2 $2.4M 7.7k 312.68
ConocoPhillips (COP) 1.2 $2.4M 19k 127.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.3M 35k 65.65
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $2.1M 34k 61.53
Exxon Mobil Corporation (XOM) 1.0 $2.1M 18k 116.24
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $2.0M 34k 60.42
Johnson & Johnson (JNJ) 1.0 $2.0M 13k 158.20
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.0M 18k 110.52
Marathon Petroleum Corp (MPC) 1.0 $2.0M 10k 201.50
Mondelez Intl Cl A (MDLZ) 0.9 $1.8M 26k 70.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.8M 9.5k 191.88
Merck & Co (MRK) 0.9 $1.7M 13k 131.95
Ishares Tr Core Total Usd (IUSB) 0.9 $1.7M 37k 45.59
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.9 $1.7M 19k 89.90
Wal-Mart Stores (WMT) 0.9 $1.7M 28k 60.17
Walt Disney Company (DIS) 0.8 $1.7M 14k 122.36
Visa Com Cl A (V) 0.8 $1.7M 6.0k 279.08
Texas Pacific Land Corp (TPL) 0.8 $1.6M 2.7k 578.51
Select Sector Spdr Tr Energy (XLE) 0.8 $1.5M 16k 94.41
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.4M 18k 81.53
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.7 $1.4M 1.1k 1193.74
Stock Yards Ban (SYBT) 0.7 $1.3M 27k 48.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.2M 6.8k 182.69
Quanta Services (PWR) 0.6 $1.2M 4.8k 259.80
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.2M 22k 54.24
Highwoods Properties (HIW) 0.6 $1.2M 44k 26.18
Amgen (AMGN) 0.6 $1.1M 4.0k 284.32
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.1M 12k 97.94
Crown Castle Intl (CCI) 0.6 $1.1M 11k 105.83
Pepsi (PEP) 0.6 $1.1M 6.3k 175.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.1M 14k 75.98
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.1M 14k 74.22
Freeport-mcmoran CL B (FCX) 0.5 $1.1M 23k 47.02
Danaher Corporation (DHR) 0.5 $1.1M 4.2k 249.72
Union Pacific Corporation (UNP) 0.5 $1.0M 4.3k 245.93
Duke Energy Corp Com New (DUK) 0.5 $1.0M 11k 96.70
Shell Spon Ads (SHEL) 0.5 $1.0M 15k 67.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M 28k 36.19
Pfizer (PFE) 0.5 $1.0M 36k 27.75
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.4k 732.63
Vaneck Etf Trust Preferred Securt (PFXF) 0.5 $943k 53k 17.69
Tesla Motors (TSLA) 0.5 $926k 5.3k 175.79
Nextera Energy (NEE) 0.5 $926k 15k 63.91
Cme (CME) 0.5 $887k 4.1k 215.29
Motorola Solutions Com New (MSI) 0.4 $865k 2.4k 354.98
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $850k 4.5k 186.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $843k 5.1k 164.35
Ishares Bitcoin Tr SHS (IBIT) 0.4 $834k 21k 40.47
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $832k 3.7k 224.93
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $830k 14k 58.11
Procter & Gamble Company (PG) 0.4 $830k 5.1k 162.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $829k 3.2k 259.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $829k 4.9k 169.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $808k 8.7k 92.72
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $806k 19k 42.55
Mastercard Incorporated Cl A (MA) 0.4 $773k 1.6k 481.57
Chubb (CB) 0.4 $766k 3.0k 259.13
Medtronic SHS (MDT) 0.4 $761k 8.7k 87.15
Ishares Tr Rus 1000 Etf (IWB) 0.4 $754k 2.6k 288.03
Deere & Company (DE) 0.4 $741k 1.8k 410.74
Ishares Tr Eafe Value Etf (EFV) 0.4 $727k 13k 54.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $717k 5.9k 120.99
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $712k 15k 48.21
Broadcom (AVGO) 0.3 $681k 514.00 1325.41
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $681k 21k 32.23
UnitedHealth (UNH) 0.3 $676k 1.4k 494.70
Morgan Stanley Com New (MS) 0.3 $673k 7.1k 94.16
Republic Services (RSG) 0.3 $661k 3.5k 191.44
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.3 $638k 30k 21.24
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $637k 27k 23.77
Ishares Tr Mbs Etf (MBB) 0.3 $636k 6.9k 92.42
Altria (MO) 0.3 $618k 14k 43.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $611k 7.5k 81.43
Asml Holding N V N Y Registry Shs (ASML) 0.3 $599k 617.00 970.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $597k 7.1k 84.44
Edwards Lifesciences (EW) 0.3 $596k 6.2k 95.56
Permian Basin Rty Tr Unit Ben Int (PBT) 0.3 $581k 48k 12.10
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $575k 12k 48.99
Celsius Hldgs Com New (CELH) 0.3 $574k 6.9k 82.92
Texas Instruments Incorporated (TXN) 0.3 $574k 3.3k 174.21
Verizon Communications (VZ) 0.3 $571k 14k 41.96
Lockheed Martin Corporation (LMT) 0.3 $556k 1.2k 454.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $537k 15k 35.84
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $534k 5.1k 103.79
TJX Companies (TJX) 0.3 $534k 5.3k 101.42
Essential Utils (WTRG) 0.3 $534k 14k 37.05
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.3 $528k 21k 25.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $518k 4.5k 115.30
Eli Lilly & Co. (LLY) 0.3 $514k 660.00 778.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $504k 8.1k 62.06
Crowdstrike Hldgs Cl A (CRWD) 0.3 $498k 1.6k 320.59
Ferguson SHS 0.2 $489k 2.2k 218.43
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $486k 9.6k 50.45
Trane Technologies SHS (TT) 0.2 $473k 1.6k 300.20
Intercontinental Exchange (ICE) 0.2 $469k 3.4k 137.43
Abbvie (ABBV) 0.2 $465k 2.6k 182.10
Hess (HES) 0.2 $462k 3.0k 152.64
Cintas Corporation (CTAS) 0.2 $451k 657.00 687.03
Moody's Corporation (MCO) 0.2 $451k 1.1k 393.03
Synopsys (SNPS) 0.2 $440k 770.00 571.50
Spdr Ser Tr S&p Biotech (XBI) 0.2 $439k 4.6k 94.87
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $439k 14k 31.81
Ishares Core Msci Emkt (IEMG) 0.2 $433k 8.4k 51.60
Metropcs Communications (TMUS) 0.2 $429k 2.6k 163.22
Markel Corporation (MKL) 0.2 $418k 275.00 1521.48
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $418k 999.00 418.01
Air Products & Chemicals (APD) 0.2 $415k 1.7k 242.27
Comcast Corp Cl A (CMCSA) 0.2 $411k 9.5k 43.35
Intel Corporation (INTC) 0.2 $404k 9.1k 44.17
Linde SHS (LIN) 0.2 $397k 855.00 464.32
Iqvia Holdings (IQV) 0.2 $394k 1.6k 252.89
Cisco Systems (CSCO) 0.2 $392k 7.9k 49.91
Ishares Msci Emrg Chn (EMXC) 0.2 $382k 6.6k 57.57
Kkr & Co (KKR) 0.2 $378k 3.8k 100.58
McDonald's Corporation (MCD) 0.2 $372k 1.3k 281.91
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.2 $371k 8.4k 44.40
M&T Bank Corporation (MTB) 0.2 $370k 2.5k 145.44
salesforce (CRM) 0.2 $368k 1.2k 301.18
Spdr Gold Tr Gold Shs (GLD) 0.2 $368k 1.8k 205.72
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $366k 18k 20.34
Williams Companies (WMB) 0.2 $359k 9.2k 38.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $355k 3.7k 94.62
Target Corporation (TGT) 0.2 $351k 2.0k 177.21
CVS Caremark Corporation (CVS) 0.2 $346k 4.3k 79.76
Adobe Systems Incorporated (ADBE) 0.2 $341k 676.00 504.60
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $341k 6.0k 56.39
Ishares Tr U.s. Tech Etf (IYW) 0.2 $337k 2.5k 135.06
Oracle Corporation (ORCL) 0.2 $335k 2.7k 125.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $329k 5.4k 60.74
Microchip Technology (MCHP) 0.2 $328k 3.7k 89.71
Devon Energy Corporation (DVN) 0.2 $319k 6.4k 50.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $313k 2.9k 108.92
Phillips 66 (PSX) 0.2 $309k 1.9k 163.34
American Tower Reit (AMT) 0.2 $307k 1.6k 197.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $300k 2.0k 147.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $290k 522.00 555.94
EOG Resources (EOG) 0.1 $287k 2.2k 127.84
Thermo Fisher Scientific (TMO) 0.1 $273k 469.00 581.21
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $272k 5.4k 50.69
Ishares Tr Core High Dv Etf (HDV) 0.1 $265k 2.4k 110.21
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $253k 12k 20.73
Rio Tinto Sponsored Adr (RIO) 0.1 $246k 3.9k 63.74
Cambria Etf Tr Tail Risk (TAIL) 0.1 $242k 20k 12.12
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $238k 16k 15.21
Alphabet Cap Stk Cl C (GOOG) 0.1 $234k 1.5k 152.26
Nxp Semiconductors N V (NXPI) 0.1 $233k 939.00 247.77
Advanced Micro Devices (AMD) 0.1 $233k 1.3k 180.49
Truist Financial Corp equities (TFC) 0.1 $232k 5.9k 38.98
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $232k 4.1k 55.97
Citigroup Com New (C) 0.1 $230k 3.6k 63.25
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $228k 2.0k 114.96
Global X Fds Internet Of Thng (SNSR) 0.1 $227k 6.3k 36.23
BP Sponsored Adr (BP) 0.1 $221k 5.9k 37.68
Principal Financial (PFG) 0.1 $219k 2.5k 86.31
Goldman Sachs (GS) 0.1 $219k 523.00 417.69
Ishares Tr Us Infrastruc (IFRA) 0.1 $218k 5.0k 43.36
Bandwidth Com Cl A (BAND) 0.1 $216k 12k 18.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $210k 2.6k 80.51
American Water Works (AWK) 0.1 $210k 1.7k 122.21
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $210k 2.4k 89.20
Ishares Tr Msci Eafe Etf (EFA) 0.1 $209k 2.6k 79.85
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.1 $207k 20k 10.48
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.1 $206k 4.6k 45.24
Philip Morris International (PM) 0.1 $206k 2.2k 91.62
Novo-nordisk A S Adr (NVO) 0.1 $204k 1.6k 128.40
Meta Platforms Cl A (META) 0.1 $203k 418.00 485.58
Ishares Tr Short Treas Bd (SHV) 0.1 $202k 1.8k 110.54
Etf Ser Solutions Defiance Quant (QTUM) 0.1 $201k 3.3k 61.37
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $201k 10k 20.05
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $99k 14k 7.19
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $79k 15k 5.31
Hecla Mining Company (HL) 0.0 $48k 10k 4.81
Iamgold Corp (IAG) 0.0 $33k 10k 3.33
Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) 0.0 $4.5k 1.6k 2.83