Resurgent Financial Advisors

Resurgent Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 5.6 $9.7M 39k 250.42
Microsoft Corporation (MSFT) 5.3 $9.2M 22k 421.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $5.2M 12k 453.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $5.0M 8.5k 586.05
JPMorgan Chase & Co. (JPM) 2.8 $4.8M 20k 239.71
NVIDIA Corporation (NVDA) 2.7 $4.6M 35k 134.29
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.1M 21k 195.83
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $4.0M 22k 185.13
Amazon (AMZN) 1.9 $3.3M 15k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.3M 18k 189.31
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.2M 5.4k 588.72
Texas Pacific Land Corp (TPL) 1.7 $3.0M 2.7k 1105.96
Home Depot (HD) 1.7 $2.9M 7.3k 388.99
Eaton Corp SHS (ETN) 1.3 $2.3M 6.8k 331.87
Wal-Mart Stores (WMT) 1.3 $2.2M 24k 90.35
ConocoPhillips (COP) 1.2 $2.1M 22k 99.17
Ishares Tr Core Total Usd (IUSB) 1.2 $2.1M 47k 45.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $2.1M 4.1k 511.15
Johnson & Johnson (JNJ) 1.1 $1.9M 13k 144.62
Exxon Mobil Corporation (XOM) 1.1 $1.8M 17k 107.57
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $1.8M 34k 53.05
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.8M 25k 68.94
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $1.7M 22k 77.79
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.7M 25k 67.03
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.9 $1.6M 28k 56.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $1.6M 8.8k 178.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.5M 15k 101.53
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $1.5M 29k 50.97
Chevron Corporation (CVX) 0.9 $1.5M 10k 144.84
Quanta Services (PWR) 0.8 $1.4M 4.6k 316.05
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.4M 12k 115.22
Visa Com Cl A (V) 0.8 $1.4M 4.5k 316.04
Danaher Corporation (DHR) 0.7 $1.3M 5.5k 229.55
Costco Wholesale Corporation (COST) 0.7 $1.2M 1.3k 916.33
Marathon Petroleum Corp (MPC) 0.7 $1.2M 8.8k 139.50
Broadcom (AVGO) 0.7 $1.2M 5.0k 231.84
Nextera Energy (NEE) 0.7 $1.1M 16k 71.69
Ishares Tr Mbs Etf (MBB) 0.6 $1.1M 12k 91.68
Mondelez Intl Cl A (MDLZ) 0.6 $1.1M 18k 59.73
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $1.1M 21k 51.25
Intuitive Surgical Com New (ISRG) 0.6 $1.1M 2.1k 521.96
Motorola Solutions Com New (MSI) 0.6 $1.1M 2.3k 462.23
Global X Fds Glb X Mlp Enrg I (MLPX) 0.6 $1.1M 17k 60.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $988k 5.0k 198.17
Merck & Co (MRK) 0.6 $974k 9.8k 99.48
Morgan Stanley Com New (MS) 0.6 $962k 7.7k 125.72
Ishares Tr Eafe Value Etf (EFV) 0.6 $954k 18k 52.47
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $952k 22k 42.61
Amgen (AMGN) 0.6 $951k 3.6k 260.61
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $950k 9.8k 96.83
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $950k 12k 79.99
Freeport-mcmoran CL B (FCX) 0.5 $944k 25k 38.08
Cme (CME) 0.5 $925k 4.0k 232.23
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $919k 16k 56.48
Oracle Corporation (ORCL) 0.5 $886k 5.3k 166.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $877k 3.0k 289.79
Mastercard Incorporated Cl A (MA) 0.5 $850k 1.6k 526.57
Moody's Corporation (MCO) 0.5 $844k 1.8k 473.37
Procter & Gamble Company (PG) 0.5 $818k 4.9k 167.65
Meta Platforms Cl A (META) 0.5 $813k 1.4k 585.54
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $791k 32k 25.05
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $790k 8.5k 92.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $759k 27k 27.87
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $744k 3.9k 190.88
Altria (MO) 0.4 $732k 14k 52.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $728k 32k 22.70
Kinder Morgan (KMI) 0.4 $712k 26k 27.40
Chubb (CB) 0.4 $711k 2.6k 276.30
Pfizer (PFE) 0.4 $667k 25k 26.53
Lockheed Martin Corporation (LMT) 0.4 $663k 1.4k 485.94
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $662k 13k 50.32
Ishares Msci Emrg Chn (EMXC) 0.4 $662k 12k 55.45
TJX Companies (TJX) 0.4 $661k 5.5k 120.81
UnitedHealth (UNH) 0.4 $660k 1.3k 505.86
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $644k 529.00 1218.10
Markel Corporation (MKL) 0.4 $640k 371.00 1726.23
Vanguard Index Fds Small Cp Etf (VB) 0.4 $639k 2.7k 240.24
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $635k 25k 25.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $623k 2.5k 253.75
Republic Services (RSG) 0.4 $619k 3.1k 201.18
Texas Instruments Incorporated (TXN) 0.4 $613k 3.3k 187.51
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $613k 12k 50.37
Tesla Motors (TSLA) 0.3 $601k 1.5k 403.84
Trane Technologies SHS (TT) 0.3 $597k 1.6k 369.35
Walt Disney Company (DIS) 0.3 $593k 5.3k 111.35
Union Pacific Corporation (UNP) 0.3 $586k 2.6k 228.04
Intercontinental Exchange (ICE) 0.3 $585k 3.9k 149.01
Abbvie (ABBV) 0.3 $578k 3.3k 177.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $578k 4.5k 128.62
Metropcs Communications (TMUS) 0.3 $570k 2.6k 220.73
Kkr & Co (KKR) 0.3 $558k 3.8k 147.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $552k 24k 23.18
M&T Bank Corporation (MTB) 0.3 $539k 2.9k 188.01
Eli Lilly & Co. (LLY) 0.3 $539k 698.00 772.11
Deere & Company (DE) 0.3 $535k 1.3k 423.70
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $525k 5.4k 96.90
Essential Utils (WTRG) 0.3 $524k 14k 36.32
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $514k 2.4k 210.45
Select Sector Spdr Tr Energy (XLE) 0.3 $509k 5.9k 85.65
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $504k 7.9k 63.45
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $502k 9.6k 52.02
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $498k 16k 31.95
Highwoods Properties (HIW) 0.3 $473k 16k 30.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $469k 12k 38.37
American Water Works (AWK) 0.3 $456k 3.7k 124.49
Colgate-Palmolive Company (CL) 0.3 $454k 5.0k 90.91
Ishares Tr U.s. Tech Etf (IYW) 0.3 $448k 2.8k 159.52
Air Products & Chemicals (APD) 0.3 $445k 1.5k 290.04
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $442k 1.8k 242.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $439k 18k 24.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $437k 13k 34.13
salesforce (CRM) 0.2 $431k 1.3k 334.33
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $427k 16k 26.07
Stock Yards Ban (SYBT) 0.2 $426k 5.9k 71.61
Pepsi (PEP) 0.2 $412k 2.7k 152.06
Simon Property (SPG) 0.2 $409k 2.4k 172.21
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $409k 6.6k 62.04
Medtronic SHS (MDT) 0.2 $408k 5.1k 79.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $398k 14k 27.71
Cintas Corporation (CTAS) 0.2 $394k 2.2k 182.70
Verizon Communications (VZ) 0.2 $393k 9.8k 39.99
Synopsys (SNPS) 0.2 $393k 810.00 485.36
Tema Etf Trust Monopolies & Oli (TOLL) 0.2 $390k 12k 31.73
Spdr Gold Tr Gold Shs (GLD) 0.2 $387k 1.6k 242.13
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $384k 3.0k 127.59
Adobe Systems Incorporated (ADBE) 0.2 $382k 860.00 444.68
Duke Energy Corp Com New (DUK) 0.2 $380k 3.5k 107.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $365k 3.4k 106.84
McDonald's Corporation (MCD) 0.2 $364k 1.3k 289.84
Linde SHS (LIN) 0.2 $363k 867.00 418.67
Ishares Core Msci Emkt (IEMG) 0.2 $345k 6.6k 52.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $344k 3.9k 87.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $341k 13k 27.32
Select Sector Spdr Tr Financial (XLF) 0.2 $330k 6.8k 48.33
Asml Holding N V N Y Registry Shs (ASML) 0.2 $324k 468.00 693.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $314k 5.0k 62.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $310k 576.00 538.81
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $306k 12k 25.92
Bristol Myers Squibb (BMY) 0.2 $301k 5.3k 56.56
Ishares Tr Core Msci Eafe (IEFA) 0.2 $298k 4.2k 70.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $286k 3.8k 75.69
American Tower Reit (AMT) 0.2 $285k 1.6k 183.41
Cisco Systems (CSCO) 0.2 $283k 4.8k 59.20
Capital One Financial (COF) 0.2 $278k 1.6k 178.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $275k 1.7k 161.77
Netflix (NFLX) 0.2 $269k 302.00 891.32
Thermo Fisher Scientific (TMO) 0.2 $267k 513.00 520.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $266k 1.4k 190.44
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $265k 3.3k 81.15
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.2 $263k 10k 26.29
Philip Morris International (PM) 0.1 $254k 2.1k 120.35
Comcast Corp Cl A (CMCSA) 0.1 $250k 6.7k 37.53
Vanguard World Mega Grwth Ind (MGK) 0.1 $250k 728.00 343.41
Williams Companies (WMB) 0.1 $244k 4.5k 54.12
Parker-Hannifin Corporation (PH) 0.1 $240k 378.00 636.03
Bank of America Corporation (BAC) 0.1 $239k 5.4k 43.95
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $236k 586.00 402.70
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $236k 14k 17.25
Crowdstrike Hldgs Cl A (CRWD) 0.1 $235k 688.00 342.16
Spdr Ser Tr S&p Biotech (XBI) 0.1 $234k 2.6k 90.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $233k 1.8k 129.34
EOG Resources (EOG) 0.1 $232k 1.9k 122.58
Abbott Laboratories (ABT) 0.1 $230k 2.0k 113.11
Target Corporation (TGT) 0.1 $229k 1.7k 135.18
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $222k 20k 11.08
At&t (T) 0.1 $220k 9.7k 22.77
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $217k 5.6k 38.50
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $216k 2.3k 95.01
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $214k 9.0k 23.76
Palo Alto Networks (PANW) 0.1 $213k 1.2k 181.96
Northrop Grumman Corporation (NOC) 0.1 $212k 451.00 469.29
Global X Fds Internet Of Thng (SNSR) 0.1 $211k 6.1k 34.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $205k 4.0k 51.70
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $201k 16k 12.86
Cambria Etf Tr Tail Risk (TAIL) 0.1 $112k 10k 11.20