Resurgent Financial Advisors

Resurgent Financial Advisors as of March 31, 2025

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 181 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $8.4M 38k 222.13
Microsoft Corporation (MSFT) 4.9 $8.2M 22k 375.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.7 $6.2M 12k 532.58
JPMorgan Chase & Co. (JPM) 2.9 $4.8M 20k 245.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.3M 7.6k 559.40
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $4.3M 22k 193.99
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $4.0M 21k 188.16
Texas Pacific Land Corp (TPL) 2.2 $3.6M 2.7k 1324.99
NVIDIA Corporation (NVDA) 2.1 $3.5M 32k 108.38
Amazon (AMZN) 1.8 $3.0M 16k 190.26
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.9M 19k 154.64
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.9M 5.1k 561.93
Home Depot (HD) 1.5 $2.5M 6.7k 366.51
ConocoPhillips (COP) 1.4 $2.3M 22k 105.02
Ishares Tr Core Total Usd (IUSB) 1.3 $2.2M 48k 46.08
Johnson & Johnson (JNJ) 1.3 $2.1M 13k 165.84
Wal-Mart Stores (WMT) 1.2 $2.1M 24k 87.79
Exxon Mobil Corporation (XOM) 1.2 $2.0M 17k 118.93
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $1.7M 22k 79.37
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.7M 26k 66.34
Eaton Corp SHS (ETN) 1.0 $1.7M 6.1k 271.83
Chevron Corporation (CVX) 1.0 $1.7M 9.9k 167.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $1.6M 9.6k 170.89
Visa Com Cl A (V) 1.0 $1.6M 4.5k 350.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $1.6M 34k 46.81
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.5M 23k 65.76
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $1.5M 30k 49.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.9 $1.5M 28k 51.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.4M 15k 92.83
Morgan Stanley Com New (MS) 0.8 $1.4M 12k 116.67
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 13k 104.57
Costco Wholesale Corporation (COST) 0.8 $1.3M 1.3k 945.90
Quanta Services (PWR) 0.7 $1.2M 4.7k 254.18
Nextera Energy (NEE) 0.7 $1.2M 17k 70.89
Danaher Corporation (DHR) 0.7 $1.2M 5.7k 205.00
Global X Fds Glb X Mlp Enrg I (MLPX) 0.7 $1.1M 17k 63.81
Amgen (AMGN) 0.7 $1.1M 3.6k 311.58
Intuitive Surgical Com New (ISRG) 0.7 $1.1M 2.2k 495.27
Cme (CME) 0.6 $1.1M 4.0k 265.29
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $1.1M 22k 48.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $1.0M 24k 42.52
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.0M 5.4k 190.58
Ishares Tr Mbs Etf (MBB) 0.6 $1.0M 11k 93.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.0M 5.4k 186.29
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $1.0M 12k 82.94
Marathon Petroleum Corp (MPC) 0.6 $956k 6.6k 145.69
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.6 $945k 32k 29.82
Netflix (NFLX) 0.6 $942k 1.0k 932.53
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $914k 18k 50.33
Meta Platforms Cl A (META) 0.5 $891k 1.5k 576.41
Mastercard Incorporated Cl A (MA) 0.5 $887k 1.6k 548.14
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $880k 16k 54.76
Broadcom (AVGO) 0.5 $866k 5.2k 167.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $840k 3.1k 274.82
Procter & Gamble Company (PG) 0.5 $833k 4.9k 170.42
Altria (MO) 0.5 $833k 14k 60.02
Ishares Tr Eafe Value Etf (EFV) 0.5 $830k 14k 58.94
Moody's Corporation (MCO) 0.5 $822k 1.8k 465.69
Merck & Co (MRK) 0.5 $815k 9.1k 89.76
Motorola Solutions Com New (MSI) 0.5 $814k 1.9k 437.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $776k 34k 23.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $747k 30k 25.04
Kinder Morgan (KMI) 0.4 $741k 26k 28.53
Republic Services (RSG) 0.4 $736k 3.0k 242.16
Pfizer (PFE) 0.4 $714k 28k 25.34
UnitedHealth (UNH) 0.4 $704k 1.3k 523.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $698k 7.9k 88.00
Chubb (CB) 0.4 $695k 2.3k 301.99
Markel Corporation (MKL) 0.4 $686k 367.00 1869.61
Metropcs Communications (TMUS) 0.4 $683k 2.6k 266.71
At&t (T) 0.4 $660k 23k 28.28
TJX Companies (TJX) 0.4 $660k 5.4k 121.80
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $654k 530.00 1234.18
Ishares Msci Emrg Chn (EMXC) 0.4 $617k 11k 55.09
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $613k 12k 50.63
Vanguard Index Fds Small Cp Etf (VB) 0.4 $610k 2.8k 221.71
Abbvie (ABBV) 0.4 $599k 2.9k 209.52
Eli Lilly & Co. (LLY) 0.4 $598k 724.00 826.07
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $598k 24k 25.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $596k 2.4k 244.64
Deere & Company (DE) 0.4 $591k 1.3k 469.35
Essential Utils (WTRG) 0.3 $570k 14k 39.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $548k 4.5k 122.01
Union Pacific Corporation (UNP) 0.3 $537k 2.3k 236.24
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $537k 5.4k 98.92
Trane Technologies SHS (TT) 0.3 $534k 1.6k 336.92
Lockheed Martin Corporation (LMT) 0.3 $532k 1.2k 446.71
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $529k 5.3k 100.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $525k 24k 22.08
Ishares Core Msci Emkt (IEMG) 0.3 $522k 9.7k 53.97
M&T Bank Corporation (MTB) 0.3 $512k 2.9k 178.75
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $502k 8.0k 63.00
Corning Incorporated (GLW) 0.3 $500k 11k 45.78
Texas Instruments Incorporated (TXN) 0.3 $498k 2.8k 179.70
Medtronic SHS (MDT) 0.3 $498k 5.5k 89.86
Colgate-Palmolive Company (CL) 0.3 $495k 5.3k 93.70
Walt Disney Company (DIS) 0.3 $475k 4.8k 98.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $474k 2.5k 193.02
Select Sector Spdr Tr Energy (XLE) 0.3 $470k 5.0k 93.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $469k 13k 36.41
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $463k 8.8k 52.38
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $461k 16k 28.46
Highwoods Properties (HIW) 0.3 $458k 16k 29.64
Cintas Corporation (CTAS) 0.3 $455k 2.2k 205.53
Tesla Motors (TSLA) 0.3 $453k 1.7k 259.16
Robinhood Mkts Com Cl A (HOOD) 0.3 $452k 11k 41.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $443k 17k 26.20
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $434k 11k 39.37
Kkr & Co (KKR) 0.3 $431k 3.7k 115.61
Air Products & Chemicals (APD) 0.3 $424k 1.4k 294.92
Duke Energy Corp Com New (DUK) 0.3 $418k 3.4k 121.97
Tema Etf Trust Monopolies & Oli (TOLL) 0.2 $416k 13k 32.12
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $414k 6.9k 59.68
Pepsi (PEP) 0.2 $412k 2.8k 149.94
Stock Yards Ban (SYBT) 0.2 $411k 5.9k 69.06
Verizon Communications (VZ) 0.2 $407k 9.0k 45.36
Ishares Tr U.s. Tech Etf (IYW) 0.2 $406k 2.9k 140.44
Linde SHS (LIN) 0.2 $404k 867.00 465.64
McDonald's Corporation (MCD) 0.2 $390k 1.2k 312.42
Blackrock (BLK) 0.2 $389k 411.00 946.48
Spdr Ser Tr S&p Biotech (XBI) 0.2 $385k 4.7k 81.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $379k 14k 27.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $378k 2.9k 128.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $371k 1.8k 211.47
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $364k 3.3k 108.69
Synopsys (SNPS) 0.2 $357k 832.00 428.85
Simon Property (SPG) 0.2 $351k 2.1k 166.08
Spdr Gold Tr Gold Shs (GLD) 0.2 $347k 1.2k 288.14
Allstate Corporation (ALL) 0.2 $343k 1.7k 207.07
American Tower Reit (AMT) 0.2 $343k 1.6k 217.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $342k 13k 26.58
Philip Morris International (PM) 0.2 $334k 2.1k 158.73
salesforce (CRM) 0.2 $332k 1.2k 268.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $331k 14k 24.34
Adobe Systems Incorporated (ADBE) 0.2 $317k 827.00 383.53
Asml Holding N V N Y Registry Shs (ASML) 0.2 $310k 468.00 662.63
Select Sector Spdr Tr Financial (XLF) 0.2 $307k 6.2k 49.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $301k 5.2k 58.35
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $297k 6.4k 46.57
Cisco Systems (CSCO) 0.2 $296k 4.8k 61.71
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $291k 601.00 484.82
Capital One Financial (COF) 0.2 $287k 1.6k 179.30
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $284k 3.6k 78.85
Ishares Tr Russell 2000 Etf (IWM) 0.2 $282k 1.4k 199.43
Bristol Myers Squibb (BMY) 0.2 $282k 4.6k 60.99
Ishares Tr Core Msci Eafe (IEFA) 0.2 $279k 3.7k 75.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $274k 1.7k 160.54
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.2 $273k 10k 27.28
Abbott Laboratories (ABT) 0.2 $266k 2.0k 132.65
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $262k 10k 26.35
Thermo Fisher Scientific (TMO) 0.2 $258k 519.00 497.60
Oracle Corporation (ORCL) 0.2 $256k 1.8k 139.81
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $256k 9.0k 28.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $256k 545.00 468.85
Williams Companies (WMB) 0.2 $254k 4.3k 59.76
Northrop Grumman Corporation (NOC) 0.2 $251k 490.00 512.01
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $245k 3.3k 74.53
EOG Resources (EOG) 0.1 $242k 1.9k 128.24
Parker-Hannifin Corporation (PH) 0.1 $240k 394.00 607.85
Comcast Corp Cl A (CMCSA) 0.1 $239k 6.5k 36.90
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $231k 2.6k 90.59
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $224k 16k 14.34
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $224k 1.8k 125.97
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $221k 4.8k 46.02
Vanguard World Mega Grwth Ind (MGK) 0.1 $219k 709.00 308.88
Bank of America Corporation (BAC) 0.1 $218k 5.2k 41.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $218k 1.4k 156.23
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $218k 3.5k 61.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $217k 1.5k 145.98
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $216k 2.3k 92.53
Lowe's Companies (LOW) 0.1 $213k 911.00 233.23
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $212k 5.6k 37.78
Principal Financial (PFG) 0.1 $209k 2.5k 84.37
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $207k 2.4k 85.98
Waste Management (WM) 0.1 $206k 889.00 231.51
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $205k 12k 16.76
Global X Fds Internet Of Thng (SNSR) 0.1 $203k 6.2k 32.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $203k 395.00 513.91
Targa Res Corp (TRGP) 0.1 $201k 1.0k 200.47
Permian Basin Rty Tr Unit Ben Int (PBT) 0.1 $198k 20k 9.91
Cambria Etf Tr Tail Risk (TAIL) 0.1 $118k 10k 11.78