Resurgent Financial Advisors

Resurgent Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 177 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $9.7M 22k 430.29
Apple (AAPL) 5.3 $9.2M 40k 233.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.5M 7.8k 573.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $4.4M 9.6k 460.26
NVIDIA Corporation (NVDA) 2.5 $4.4M 36k 121.44
JPMorgan Chase & Co. (JPM) 2.5 $4.3M 21k 210.86
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $4.1M 22k 189.80
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.0M 20k 198.06
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.2M 5.6k 576.82
Home Depot (HD) 1.7 $3.0M 7.5k 405.20
Amazon (AMZN) 1.7 $3.0M 16k 186.33
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.9M 17k 165.85
Exxon Mobil Corporation (XOM) 1.5 $2.5M 22k 117.22
Texas Pacific Land Corp (TPL) 1.4 $2.4M 2.7k 884.74
Eaton Corp SHS (ETN) 1.3 $2.3M 7.0k 331.44
Ishares Tr Core Total Usd (IUSB) 1.3 $2.3M 49k 47.12
ConocoPhillips (COP) 1.3 $2.2M 21k 105.28
Johnson & Johnson (JNJ) 1.2 $2.2M 13k 162.06
Wal-Mart Stores (WMT) 1.2 $2.1M 26k 80.75
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $1.8M 23k 78.56
Danaher Corporation (DHR) 1.0 $1.7M 6.2k 278.02
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.7M 26k 67.27
Stock Yards Ban (SYBT) 1.0 $1.7M 27k 61.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.7M 3.4k 487.95
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.6M 14k 116.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.6M 17k 95.75
Mondelez Intl Cl A (MDLZ) 0.9 $1.5M 21k 73.67
Chevron Corporation (CVX) 0.9 $1.5M 10k 147.27
Marathon Petroleum Corp (MPC) 0.9 $1.5M 9.1k 162.91
Wisdomtree Tr Us Midcap Divid (DON) 0.8 $1.5M 29k 51.13
Quanta Services (PWR) 0.8 $1.4M 4.8k 298.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.4M 7.7k 179.30
Nextera Energy (NEE) 0.8 $1.3M 16k 84.53
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.3M 23k 54.93
Visa Com Cl A (V) 0.7 $1.3M 4.7k 274.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $1.3M 19k 67.51
Merck & Co (MRK) 0.7 $1.3M 11k 113.56
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $1.2M 34k 36.13
Amgen (AMGN) 0.7 $1.2M 3.8k 322.21
Freeport-mcmoran CL B (FCX) 0.7 $1.2M 25k 49.92
Costco Wholesale Corporation (COST) 0.7 $1.2M 1.3k 886.52
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.1M 11k 101.27
Crown Castle Intl (CCI) 0.6 $1.1M 9.1k 118.63
Motorola Solutions Com New (MSI) 0.6 $1.0M 2.3k 449.63
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $970k 17k 57.83
Ishares Tr Core Msci Eafe (IEFA) 0.6 $962k 12k 78.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $957k 4.8k 200.78
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $948k 4.8k 197.17
Ishares Tr Mbs Etf (MBB) 0.5 $944k 9.9k 95.81
Pepsi (PEP) 0.5 $939k 5.5k 170.05
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $927k 11k 88.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $910k 9.4k 96.95
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.5 $896k 18k 49.47
Broadcom (AVGO) 0.5 $878k 5.1k 172.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $864k 3.1k 283.14
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $857k 16k 54.43
Cme (CME) 0.5 $835k 3.8k 220.65
Ishares Tr Eafe Value Etf (EFV) 0.5 $819k 14k 57.53
Morgan Stanley Com New (MS) 0.5 $817k 7.8k 104.24
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $808k 32k 25.13
Procter & Gamble Company (PG) 0.5 $807k 4.7k 173.20
UnitedHealth (UNH) 0.5 $802k 1.4k 584.68
Ishares Tr Rus 1000 Etf (IWB) 0.5 $801k 2.5k 314.39
Mastercard Incorporated Cl A (MA) 0.4 $766k 1.6k 493.80
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $765k 18k 43.42
Lockheed Martin Corporation (LMT) 0.4 $759k 1.3k 584.56
Chubb (CB) 0.4 $755k 2.6k 288.39
Intuitive Surgical Com New (ISRG) 0.4 $755k 1.5k 491.27
Pfizer (PFE) 0.4 $748k 26k 28.94
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $744k 6.9k 107.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $739k 7.1k 104.19
Altria (MO) 0.4 $713k 14k 51.04
MercadoLibre (MELI) 0.4 $710k 346.00 2051.96
Meta Platforms Cl A (META) 0.4 $698k 1.2k 572.44
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $671k 527.00 1273.50
Intercontinental Exchange (ICE) 0.4 $660k 4.1k 160.64
Union Pacific Corporation (UNP) 0.4 $658k 2.7k 246.48
Moody's Corporation (MCO) 0.4 $654k 1.4k 474.59
Ishares Msci Emrg Chn (EMXC) 0.4 $635k 10k 61.11
Abbvie (ABBV) 0.4 $634k 3.2k 197.48
Republic Services (RSG) 0.4 $634k 3.2k 200.84
TJX Companies (TJX) 0.4 $633k 5.4k 117.54
Trane Technologies SHS (TT) 0.4 $627k 1.6k 388.73
Texas Instruments Incorporated (TXN) 0.3 $606k 2.9k 206.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $594k 2.4k 243.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $564k 4.5k 125.62
Select Sector Spdr Tr Energy (XLE) 0.3 $564k 6.4k 87.80
Essential Utils (WTRG) 0.3 $556k 14k 38.57
Highwoods Properties (HIW) 0.3 $545k 16k 33.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $538k 7.9k 67.85
Metropcs Communications (TMUS) 0.3 $534k 2.6k 206.36
Eli Lilly & Co. (LLY) 0.3 $533k 602.00 886.03
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.3 $532k 21k 25.09
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $531k 11k 50.74
Deere & Company (DE) 0.3 $524k 1.3k 417.33
Duke Energy Corp Com New (DUK) 0.3 $514k 4.5k 115.29
Verizon Communications (VZ) 0.3 $508k 11k 44.91
Tesla Motors (TSLA) 0.3 $507k 1.9k 261.63
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $504k 16k 32.15
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $500k 10k 50.22
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $500k 2.5k 200.85
Walt Disney Company (DIS) 0.3 $500k 5.2k 96.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $495k 12k 41.28
American Water Works (AWK) 0.3 $492k 3.4k 146.24
Kkr & Co (KKR) 0.3 $492k 3.8k 130.58
Spdr Ser Tr S&p Biotech (XBI) 0.3 $486k 4.9k 98.80
Air Products & Chemicals (APD) 0.3 $480k 1.6k 297.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $480k 13k 37.56
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $476k 8.0k 59.23
M&T Bank Corporation (MTB) 0.3 $473k 2.7k 178.12
Medtronic SHS (MDT) 0.3 $467k 5.2k 90.03
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $460k 1.9k 245.39
Cintas Corporation (CTAS) 0.3 $443k 2.2k 205.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $442k 5.5k 80.37
Markel Corporation (MKL) 0.3 $438k 279.00 1568.58
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $436k 7.1k 61.14
Asml Holding N V N Y Registry Shs (ASML) 0.3 $434k 521.00 833.25
Ishares Tr U.s. Tech Etf (IYW) 0.2 $426k 2.8k 151.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $426k 9.0k 47.52
Ishares Core Msci Emkt (IEMG) 0.2 $424k 7.4k 57.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $422k 4.3k 98.10
Oracle Corporation (ORCL) 0.2 $416k 2.4k 170.40
Linde SHS (LIN) 0.2 $416k 872.00 476.86
Synopsys (SNPS) 0.2 $410k 809.00 506.39
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $409k 880.00 465.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $409k 3.2k 128.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $401k 4.7k 84.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $401k 4.8k 83.09
Adobe Systems Incorporated (ADBE) 0.2 $392k 757.00 517.78
Kinder Morgan (KMI) 0.2 $387k 18k 22.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $386k 3.4k 112.98
McDonald's Corporation (MCD) 0.2 $382k 1.3k 304.59
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $373k 4.6k 80.77
American Tower Reit (AMT) 0.2 $365k 1.6k 232.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $357k 7.3k 48.98
salesforce (CRM) 0.2 $355k 1.3k 273.71
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $342k 3.4k 100.72
Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $342k 6.4k 53.53
Thermo Fisher Scientific (TMO) 0.2 $319k 516.00 618.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $311k 5.0k 62.32
Vaneck Etf Trust Preferred Securt (PFXF) 0.2 $306k 17k 18.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $304k 576.00 527.67
Microchip Technology (MCHP) 0.2 $296k 3.7k 80.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $291k 1.2k 243.06
Comcast Corp Cl A (CMCSA) 0.2 $286k 6.9k 41.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $279k 1.7k 167.67
Cisco Systems (CSCO) 0.2 $273k 5.1k 53.22
Target Corporation (TGT) 0.2 $271k 1.7k 155.86
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $261k 9.0k 29.07
Williams Companies (WMB) 0.1 $260k 5.7k 45.65
Philip Morris International (PM) 0.1 $256k 2.1k 121.40
Alphabet Cap Stk Cl C (GOOG) 0.1 $254k 1.5k 167.19
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $250k 10k 25.00
Abbott Laboratories (ABT) 0.1 $239k 2.1k 114.01
Parker-Hannifin Corporation (PH) 0.1 $239k 378.00 631.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $238k 1.8k 132.25
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $238k 20k 11.89
EOG Resources (EOG) 0.1 $238k 1.9k 122.93
Vanguard World Mega Grwth Ind (MGK) 0.1 $236k 733.00 321.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $235k 2.8k 83.75
Capital One Financial (COF) 0.1 $233k 1.6k 149.73
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $229k 2.4k 93.58
Select Sector Spdr Tr Financial (XLF) 0.1 $228k 5.0k 45.32
Global X Fds Internet Of Thng (SNSR) 0.1 $228k 6.6k 34.74
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $227k 6.8k 33.23
Bristol Myers Squibb (BMY) 0.1 $227k 4.4k 51.74
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $225k 16k 14.41
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $224k 3.6k 62.40
Northrop Grumman Corporation (NOC) 0.1 $223k 422.00 528.07
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $220k 9.0k 24.49
Principal Financial (PFG) 0.1 $218k 2.5k 85.90
Netflix (NFLX) 0.1 $214k 302.00 709.27
Bank of America Corporation (BAC) 0.1 $213k 5.4k 39.68
Zoetis Cl A (ZTS) 0.1 $211k 1.1k 195.38
Nxp Semiconductors N V (NXPI) 0.1 $206k 858.00 240.01
Palo Alto Networks (PANW) 0.1 $202k 592.00 341.80
Cambria Etf Tr Tail Risk (TAIL) 0.1 $121k 10k 12.05