Resurgent Financial Advisors

Resurgent Financial Advisors as of June 30, 2024

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 172 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.0 $9.9M 22k 446.95
Apple (AAPL) 5.0 $8.3M 40k 210.62
NVIDIA Corporation (NVDA) 2.7 $4.5M 36k 123.54
JPMorgan Chase & Co. (JPM) 2.5 $4.1M 20k 202.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.1M 7.5k 544.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $3.8M 9.4k 406.80
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $3.7M 40k 92.54
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $3.7M 20k 182.55
Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $3.2M 19k 174.47
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.2M 17k 182.15
Amazon (AMZN) 1.9 $3.1M 16k 193.25
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.0M 5.5k 547.20
Home Depot (HD) 1.6 $2.6M 7.7k 344.25
Chevron Corporation (CVX) 1.5 $2.4M 16k 156.42
ConocoPhillips (COP) 1.4 $2.3M 21k 114.38
Eaton Corp SHS (ETN) 1.4 $2.3M 7.2k 313.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.2M 4.6k 479.35
Texas Pacific Land Corp (TPL) 1.2 $2.0M 2.7k 734.27
Exxon Mobil Corporation (XOM) 1.2 $1.9M 17k 115.12
Wal-Mart Stores (WMT) 1.1 $1.8M 26k 67.71
Johnson & Johnson (JNJ) 1.1 $1.8M 12k 146.16
Ishares Tr Core Total Usd (IUSB) 1.0 $1.7M 38k 45.22
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $1.7M 23k 72.75
Marathon Petroleum Corp (MPC) 1.0 $1.7M 9.6k 173.48
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $1.6M 25k 63.54
Merck & Co (MRK) 0.9 $1.5M 12k 123.80
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.5M 24k 64.00
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.4M 13k 106.66
Mondelez Intl Cl A (MDLZ) 0.8 $1.4M 21k 65.44
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $1.4M 25k 55.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.4M 8.0k 170.76
Stock Yards Ban (SYBT) 0.8 $1.4M 27k 49.67
Costco Wholesale Corporation (COST) 0.8 $1.3M 1.6k 849.99
Danaher Corporation (DHR) 0.8 $1.3M 5.3k 249.85
Wisdomtree Tr Us Midcap Divid (DON) 0.8 $1.3M 28k 46.77
Walt Disney Company (DIS) 0.8 $1.3M 13k 99.29
Visa Com Cl A (V) 0.7 $1.2M 4.7k 262.48
Quanta Services (PWR) 0.7 $1.2M 4.7k 254.09
Amgen (AMGN) 0.7 $1.1M 3.7k 312.45
Nextera Energy (NEE) 0.7 $1.1M 16k 70.81
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.1M 11k 97.07
Freeport-mcmoran CL B (FCX) 0.6 $1.1M 22k 48.60
Ishares Bitcoin Tr SHS (IBIT) 0.6 $1.1M 31k 34.14
Pepsi (PEP) 0.6 $980k 5.9k 164.93
Ishares Tr Core Msci Eafe (IEFA) 0.6 $972k 13k 72.64
Motorola Solutions Com New (MSI) 0.6 $923k 2.4k 386.05
Crown Castle Intl (CCI) 0.5 $895k 9.2k 97.70
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.5 $873k 19k 46.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $870k 4.4k 197.10
Broadcom (AVGO) 0.5 $865k 539.00 1605.53
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $852k 4.7k 182.01
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $846k 16k 54.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $816k 3.1k 267.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $814k 4.5k 182.52
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $808k 9.3k 86.61
Procter & Gamble Company (PG) 0.5 $805k 4.9k 164.92
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $795k 16k 51.05
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $787k 7.7k 102.30
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $780k 9.6k 81.28
Crowdstrike Hldgs Cl A (CRWD) 0.5 $779k 2.0k 383.19
Ishares Tr Rus 1000 Etf (IWB) 0.5 $779k 2.6k 297.54
Cme (CME) 0.5 $767k 3.9k 196.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $750k 11k 68.14
Pfizer (PFE) 0.4 $740k 26k 27.98
Chubb (CB) 0.4 $735k 2.9k 255.08
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $732k 33k 22.22
Duke Energy Corp Com New (DUK) 0.4 $731k 7.3k 100.24
UnitedHealth (UNH) 0.4 $715k 1.4k 509.26
Mastercard Incorporated Cl A (MA) 0.4 $704k 1.6k 441.16
Ishares Tr Mbs Etf (MBB) 0.4 $695k 7.6k 91.81
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $686k 573.00 1196.32
Morgan Stanley Com New (MS) 0.4 $671k 6.9k 97.19
Union Pacific Corporation (UNP) 0.4 $657k 2.9k 226.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $656k 6.5k 100.84
Altria (MO) 0.4 $644k 14k 45.55
Tesla Motors (TSLA) 0.4 $633k 3.2k 197.88
Moody's Corporation (MCO) 0.4 $628k 1.5k 420.93
Republic Services (RSG) 0.4 $588k 3.0k 194.34
Lockheed Martin Corporation (LMT) 0.4 $586k 1.3k 467.10
TJX Companies (TJX) 0.3 $580k 5.3k 110.10
Edwards Lifesciences (EW) 0.3 $579k 6.3k 92.37
Texas Instruments Incorporated (TXN) 0.3 $573k 2.9k 194.53
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $564k 11k 50.47
Select Sector Spdr Tr Energy (XLE) 0.3 $556k 6.1k 91.15
Intercontinental Exchange (ICE) 0.3 $550k 4.0k 136.89
Meta Platforms Cl A (META) 0.3 $548k 1.1k 504.22
Deere & Company (DE) 0.3 $544k 1.5k 373.63
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $544k 18k 30.85
Ishares Msci Emrg Chn (EMXC) 0.3 $542k 9.2k 59.20
Essential Utils (WTRG) 0.3 $538k 14k 37.33
Eli Lilly & Co. (LLY) 0.3 $538k 594.00 905.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $533k 4.5k 118.78
Asml Holding N V N Y Registry Shs (ASML) 0.3 $529k 517.00 1022.73
Ishares Core Msci Emkt (IEMG) 0.3 $524k 9.8k 53.53
Honeywell International (HON) 0.3 $523k 2.4k 213.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $523k 2.3k 229.56
Powershares Actively Managed Var Rate Invt (VRIG) 0.3 $519k 21k 25.14
Trane Technologies SHS (TT) 0.3 $518k 1.6k 328.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $514k 8.0k 64.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $507k 14k 35.08
Highwoods Properties (HIW) 0.3 $502k 19k 26.27
Verizon Communications (VZ) 0.3 $495k 12k 41.24
Medtronic SHS (MDT) 0.3 $490k 6.2k 78.71
Spdr Ser Tr S&p Biotech (XBI) 0.3 $488k 5.3k 92.71
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $480k 1.8k 260.63
Markel Corporation (MKL) 0.3 $477k 303.00 1575.66
Synopsys (SNPS) 0.3 $468k 787.00 595.06
Metropcs Communications (TMUS) 0.3 $456k 2.6k 176.18
Cintas Corporation (CTAS) 0.3 $453k 647.00 700.26
Abbvie (ABBV) 0.3 $448k 2.6k 171.52
Air Products & Chemicals (APD) 0.3 $445k 1.7k 258.05
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $438k 7.8k 56.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $435k 12k 37.67
Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $432k 25k 17.30
Adobe Systems Incorporated (ADBE) 0.3 $428k 771.00 555.54
Ishares Tr U.s. Tech Etf (IYW) 0.3 $425k 2.8k 150.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $421k 899.00 468.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $406k 5.5k 74.08
Kkr & Co (KKR) 0.2 $396k 3.8k 105.24
Ferguson SHS 0.2 $389k 2.0k 193.65
Linde SHS (LIN) 0.2 $383k 873.00 438.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $382k 3.2k 118.60
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $381k 9.0k 42.20
Oracle Corporation (ORCL) 0.2 $378k 2.7k 141.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $365k 2.2k 164.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $362k 4.7k 77.83
American Water Works (AWK) 0.2 $359k 2.8k 129.16
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $348k 7.2k 48.13
M&T Bank Corporation (MTB) 0.2 $345k 2.3k 151.36
Comcast Corp Cl A (CMCSA) 0.2 $338k 8.6k 39.16
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $337k 5.8k 58.56
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $335k 11k 31.55
Microchip Technology (MCHP) 0.2 $334k 3.7k 91.50
salesforce (CRM) 0.2 $334k 1.3k 257.10
McDonald's Corporation (MCD) 0.2 $332k 1.3k 254.91
Shell Spon Ads (SHEL) 0.2 $320k 4.4k 72.18
Ishares Tr Eafe Value Etf (EFV) 0.2 $314k 5.9k 53.04
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $310k 3.4k 91.78
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $310k 2.9k 107.12
Cisco Systems (CSCO) 0.2 $307k 6.5k 47.51
American Tower Reit (AMT) 0.2 $299k 1.5k 194.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $291k 5.0k 58.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $290k 579.00 500.13
Williams Companies (WMB) 0.2 $289k 6.8k 42.50
Thermo Fisher Scientific (TMO) 0.2 $288k 520.00 553.00
EOG Resources (EOG) 0.2 $283k 2.3k 125.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $278k 1.5k 183.42
Global X Fds Internet Of Thng (SNSR) 0.2 $273k 7.6k 35.90
Target Corporation (TGT) 0.2 $264k 1.8k 148.04
Etf Ser Solutions Defiance Quant (QTUM) 0.2 $264k 4.2k 62.79
Intel Corporation (INTC) 0.2 $261k 8.4k 30.97
Bristol Myers Squibb (BMY) 0.2 $252k 6.1k 41.53
Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $251k 4.8k 52.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $248k 1.6k 150.43
Nxp Semiconductors N V (NXPI) 0.1 $246k 915.00 269.09
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $245k 10k 24.46
Ishares Tr Tips Bd Etf (TIP) 0.1 $242k 2.3k 106.78
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $226k 16k 14.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $226k 5.0k 45.58
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $225k 20k 11.26
Spdr Gold Tr Gold Shs (GLD) 0.1 $223k 1.0k 215.01
Philip Morris International (PM) 0.1 $222k 2.2k 101.33
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $218k 1.8k 120.74
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $213k 2.4k 88.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $209k 2.6k 79.93
Palo Alto Networks (PANW) 0.1 $205k 605.00 339.01
Netflix (NFLX) 0.1 $204k 302.00 674.88
Vanguard World Mega Grwth Ind (MGK) 0.1 $201k 641.00 314.21
Marathon Oil Corporation (MRO) 0.1 $201k 7.0k 28.67
Advanced Micro Devices (AMD) 0.1 $201k 1.2k 162.21
Bandwidth Com Cl A (BAND) 0.1 $170k 10k 16.88
Cambria Etf Tr Tail Risk (TAIL) 0.1 $116k 10k 11.59