Resurgent Financial Advisors

Resurgent Financial Advisors as of March 31, 2026

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 256 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 4.6 $13M 44k 287.56
NVIDIA Corporation (NVDA) 4.4 $12M 70k 174.40
Microsoft Corporation (MSFT) 4.4 $12M 33k 370.17
Apple (AAPL) 4.0 $11M 44k 253.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $7.2M 15k 479.20
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.1 $5.8M 8.9k 650.32
Johnson & Johnson (JNJ) 1.7 $4.8M 20k 244.44
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $4.8M 22k 215.06
JPMorgan Chase & Co. (JPM) 1.7 $4.8M 16k 294.16
Visa Com Cl A (V) 1.6 $4.5M 15k 302.25
Eli Lilly & Co. (LLY) 1.6 $4.4M 4.7k 919.71
Broadcom (AVGO) 1.4 $3.9M 13k 309.52
Exxon Mobil Corporation (XOM) 1.4 $3.9M 23k 169.66
Texas Pacific Land Corp (TPL) 1.4 $3.8M 8.0k 474.56
Amazon (AMZN) 1.3 $3.6M 17k 208.27
Wal-Mart Stores (WMT) 1.3 $3.5M 28k 124.28
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $3.4M 16k 213.67
McKesson Corporation (MCK) 1.2 $3.4M 3.9k 865.39
Eaton Corp SHS (ETN) 1.2 $3.3M 9.1k 357.67
Meta Platforms Cl A (META) 1.2 $3.2M 5.6k 572.16
Mastercard Incorporated Cl A (MA) 1.1 $3.1M 6.3k 499.69
ConocoPhillips (COP) 1.0 $2.8M 22k 132.00
Stryker Corporation (SYK) 1.0 $2.8M 8.4k 328.60
Chevron Corporation (CVX) 1.0 $2.7M 13k 206.89
Invesco Currencyshares Euro Euro Shs (FXE) 0.9 $2.5M 24k 106.69
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.5M 3.9k 653.19
W.W. Grainger (GWW) 0.9 $2.4M 2.2k 1090.60
Intuit (INTU) 0.9 $2.4M 5.5k 432.39
Quanta Services (PWR) 0.7 $2.0M 3.7k 549.02
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.7 $2.0M 27k 75.19
Spdr Series Trust State Street Spd (SPYM) 0.7 $1.9M 25k 76.54
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.9M 34k 55.52
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $1.8M 36k 50.34
Raytheon Technologies Corp (RTX) 0.7 $1.8M 9.5k 192.89
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.8M 15k 124.31
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $1.8M 20k 89.33
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.7M 17k 100.66
Ishares Tr Core Univrsl Usd (IUSB) 0.6 $1.7M 36k 46.19
S&p Global (SPGI) 0.6 $1.6M 3.8k 425.34
Global X Fds Glb X Mlp Enrg I (MLPX) 0.6 $1.6M 22k 73.94
Nextera Energy (NEE) 0.6 $1.5M 17k 92.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.5M 2.7k 577.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.5M 14k 113.11
Marathon Petroleum Corp (MPC) 0.5 $1.5M 6.2k 244.18
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $1.5M 7.1k 211.15
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $1.5M 26k 58.18
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $1.4M 28k 52.54
Pfizer (PFE) 0.5 $1.4M 51k 28.08
Altria (MO) 0.5 $1.4M 21k 65.99
Costco Wholesale Corporation (COST) 0.5 $1.4M 1.4k 996.72
Home Depot (HD) 0.5 $1.4M 4.2k 328.88
Automatic Data Processing (ADP) 0.5 $1.3M 6.4k 203.19
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $1.3M 30k 42.31
Amgen (AMGN) 0.5 $1.3M 3.6k 351.80
Spdr Index Shs Fds State Street Spd (GNR) 0.4 $1.2M 16k 74.67
Servicenow (NOW) 0.4 $1.2M 11k 104.55
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.2M 13k 88.46
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $1.1M 26k 44.62
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $1.1M 3.4k 337.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.1M 5.2k 217.27
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $1.1M 41k 26.20
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.1M 17k 61.26
Amphenol Corp Cl A (APH) 0.4 $1.0M 8.3k 126.35
Cisco Systems (CSCO) 0.4 $1.0M 13k 77.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.0M 16k 62.56
Verizon Communications (VZ) 0.4 $984k 20k 50.20
Realty Income (O) 0.3 $915k 15k 61.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $915k 2.9k 320.85
Tesla Motors (TSLA) 0.3 $904k 2.4k 371.75
TJX Companies (TJX) 0.3 $898k 5.6k 159.70
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $895k 20k 45.65
Danaher Corporation (DHR) 0.3 $895k 4.7k 189.60
Chubb (CB) 0.3 $891k 2.7k 325.93
Morgan Stanley Com New (MS) 0.3 $876k 5.3k 164.57
Uber Technologies (UBER) 0.3 $868k 12k 71.93
Cme (CME) 0.3 $867k 2.9k 295.35
Spdr Series Trust State Street Spd (XBI) 0.3 $863k 6.8k 127.73
Abbvie (ABBV) 0.3 $858k 3.9k 217.49
Ishares Tr Mbs Etf (MBB) 0.3 $850k 9.0k 94.95
Global X Fds Superdividend (SDIV) 0.3 $831k 33k 25.26
Ishares Tr Russell 2000 Etf (IWM) 0.3 $817k 3.3k 248.00
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.3 $817k 17k 49.37
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.3 $815k 10k 79.90
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $806k 27k 30.32
Global X Fds Russell 2000 (RYLD) 0.3 $772k 52k 14.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $762k 33k 23.22
Pimco Dynamic Income SHS (PDI) 0.3 $760k 44k 17.11
Kinder Morgan (KMI) 0.3 $759k 23k 33.53
Markel Corporation (MKL) 0.3 $756k 395.00 1914.07
Ishares Tr Eafe Value Etf (EFV) 0.3 $752k 10k 74.35
Procter & Gamble Company (PG) 0.3 $737k 5.1k 144.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $732k 3.8k 191.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $726k 19k 38.42
Motorola Solutions Com New (MSI) 0.3 $720k 1.7k 433.97
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.3 $704k 21k 33.22
J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $698k 15k 46.07
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $693k 30k 22.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $693k 27k 25.64
Deere & Company (DE) 0.2 $692k 1.2k 563.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $687k 24k 29.13
Merck & Co (MRK) 0.2 $656k 5.5k 120.29
Medtronic SHS (MDT) 0.2 $653k 7.5k 86.65
First Tr Exchange-traded Utilities Alph (FXU) 0.2 $648k 13k 49.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $640k 4.5k 142.43
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.2 $637k 9.7k 65.77
Texas Instruments Incorporated (TXN) 0.2 $632k 3.3k 194.14
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.2 $629k 528.00 1190.99
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $612k 19k 32.95
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $610k 13k 45.86
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $603k 3.7k 163.58
Pepsi (PEP) 0.2 $603k 3.9k 155.29
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $601k 2.3k 257.35
At&t (T) 0.2 $592k 20k 28.99
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $586k 11k 51.93
Ishares Core Msci Emkt (IEMG) 0.2 $585k 8.4k 69.75
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $583k 11k 53.35
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $583k 6.0k 96.71
Essential Utils (WTRG) 0.2 $580k 14k 40.27
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $578k 16k 36.22
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $563k 1.3k 446.54
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $558k 11k 53.22
Global X Fds 1-3 Month T-bill (CLIP) 0.2 $555k 5.5k 100.36
Union Pacific Corporation (UNP) 0.2 $546k 2.3k 242.62
Ishares Silver Tr Ishares (SLV) 0.2 $546k 8.0k 68.14
Casey's General Stores (CASY) 0.2 $539k 741.00 727.86
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.2 $522k 16k 32.15
Global X Fds Artificial Etf (AIQ) 0.2 $521k 11k 46.67
Vanguard World Mega Grwth Ind (MGK) 0.2 $520k 1.4k 367.44
Intel Corporation (INTC) 0.2 $516k 12k 44.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $515k 5.1k 100.57
Ishares Msci Emrg Chn (EMXC) 0.2 $513k 6.5k 78.66
Corning Incorporated (GLW) 0.2 $511k 3.8k 135.97
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $510k 16k 31.66
Ishares Tr Core Intl Aggr (IAGG) 0.2 $508k 10k 50.04
Republic Services (RSG) 0.2 $507k 2.3k 219.02
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $504k 11k 46.91
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $500k 7.3k 68.47
Blackrock Etf Trust Disciplined Vola (BDVL) 0.2 $492k 20k 24.65
Robinhood Mkts Com Cl A (HOOD) 0.2 $490k 7.1k 69.30
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.2 $484k 20k 24.31
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $481k 4.8k 99.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $472k 1.2k 383.25
Shell Spon Ads (SHEL) 0.2 $465k 5.0k 93.00
Principal Exchange Traded Spectrum Pfd (PREF) 0.2 $460k 24k 18.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $459k 4.7k 97.23
Waste Management (WM) 0.2 $459k 2.0k 229.79
Southern Company (SO) 0.2 $456k 4.7k 96.52
Vaneck Etf Trust Agribusiness Etf (MOO) 0.2 $454k 5.4k 84.50
Lockheed Martin Corporation (LMT) 0.2 $451k 746.00 604.29
Honeywell International (HON) 0.2 $443k 2.0k 226.01
Intuitive Surgical Com New (ISRG) 0.2 $441k 957.00 460.99
Advanced Micro Devices (AMD) 0.2 $435k 2.1k 203.43
Tema Etf Trust Durable Qty Etf (TOLL) 0.2 $435k 13k 33.73
Linde SHS (LIN) 0.2 $431k 870.00 495.76
Permian Basin Rty Tr Unit Ben Int (PBT) 0.2 $430k 20k 21.52
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $427k 4.2k 100.72
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.2 $427k 10k 41.06
Thermo Fisher Scientific (TMO) 0.2 $423k 861.00 491.53
Air Products & Chemicals (APD) 0.2 $422k 1.5k 290.49
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $417k 5.2k 80.58
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $417k 9.1k 45.89
Duke Energy Corp Com New (DUK) 0.1 $414k 3.2k 130.94
Metropcs Communications (TMUS) 0.1 $414k 2.0k 210.03
Ge Vernova (GEV) 0.1 $413k 473.00 872.02
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $412k 3.7k 112.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $410k 1.7k 237.62
Highwoods Properties (HIW) 0.1 $410k 19k 21.41
Palo Alto Networks (PANW) 0.1 $407k 2.5k 160.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $406k 2.7k 148.10
United Therapeutics Corporation (UTHR) 0.1 $401k 677.00 592.98
Palantir Technologies Cl A (PLTR) 0.1 $399k 2.7k 146.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $395k 13k 30.96
Stock Yards Ban (SYBT) 0.1 $395k 6.0k 66.29
International Business Machines (IBM) 0.1 $394k 1.6k 242.42
McDonald's Corporation (MCD) 0.1 $386k 1.2k 310.81
Comfort Systems USA (FIX) 0.1 $385k 279.00 1379.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $382k 7.6k 49.95
Cintas Corporation (CTAS) 0.1 $377k 2.2k 169.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $366k 1.3k 286.86
Oracle Corporation (ORCL) 0.1 $362k 2.5k 147.11
M&T Bank Corporation (MTB) 0.1 $357k 1.7k 206.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $355k 594.00 597.57
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $354k 10k 35.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $348k 3.2k 108.99
Albemarle Corporation (ALB) 0.1 $347k 1.9k 179.49
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.1 $345k 8.8k 39.39
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $343k 6.9k 49.37
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $338k 2.1k 161.76
Sprott Asset Management Physical Gold An (CEF) 0.1 $338k 7.1k 47.72
Trane Technologies SHS (TT) 0.1 $336k 806.00 416.74
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $330k 8.4k 39.28
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.1 $322k 16k 20.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $321k 4.8k 67.53
Netflix (NFLX) 0.1 $319k 3.3k 96.15
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $317k 3.0k 107.30
Ishares Tr 3yrtb Etf (ISHG) 0.1 $311k 4.2k 74.18
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $311k 4.9k 63.91
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $308k 2.1k 146.60
Williams Companies (WMB) 0.1 $308k 4.2k 72.78
Omega Healthcare Investors (OHI) 0.1 $308k 7.0k 43.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $300k 9.8k 30.50
Capital One Financial (COF) 0.1 $299k 1.6k 182.43
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $298k 9.9k 30.22
Global X Fds Defense Tech Etf (SHLD) 0.1 $296k 4.2k 70.84
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $294k 4.2k 70.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $292k 3.8k 77.11
Ishares Tr Core Msci Eafe (IEFA) 0.1 $292k 3.2k 90.53
Consolidated Edison (ED) 0.1 $291k 2.6k 113.18
Tema Etf Trust American Resh (RSHO) 0.1 $287k 5.8k 49.78
Crowdstrike Hldgs Cl A (CRWD) 0.1 $287k 734.00 390.41
Liquidia Corporation Com New (LQDA) 0.1 $283k 7.5k 37.74
Weyerhaeuser Com New (WY) 0.1 $278k 11k 24.43
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $277k 10k 27.65
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $274k 2.5k 111.37
Abbott Laboratories (ABT) 0.1 $264k 2.6k 102.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $257k 596.00 430.29
CVS Caremark Corporation (CVS) 0.1 $255k 3.5k 71.83
Philip Morris International (PM) 0.1 $254k 1.5k 165.34
Targa Res Corp (TRGP) 0.1 $251k 1.0k 250.73
Bristol Myers Squibb (BMY) 0.1 $248k 4.1k 60.64
Gladstone Ld (LAND) 0.1 $247k 24k 10.20
Blackstone Group Inc Com Cl A (BX) 0.1 $246k 2.1k 114.99
Bank of America Corporation (BAC) 0.1 $244k 5.0k 48.75
Coca-Cola Company (KO) 0.1 $240k 3.2k 76.06
Lowe's Companies (LOW) 0.1 $233k 988.00 236.28
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $233k 3.5k 67.07
Vanguard World Mega Cap Index (MGC) 0.1 $228k 965.00 236.30
Copa Holdings Sa Cl A (CPA) 0.1 $227k 2.0k 113.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $226k 943.00 239.99
Ishares Tr Core Msci Euro (IEUR) 0.1 $226k 3.2k 70.27
Ishares Tr Rus 1000 Etf (IWB) 0.1 $222k 623.00 356.56
Micron Technology (MU) 0.1 $220k 651.00 337.84
Target Corporation (TGT) 0.1 $219k 1.8k 121.20
Principal Financial (PFG) 0.1 $218k 2.4k 90.11
Fs Kkr Capital Corp (FSK) 0.1 $218k 21k 10.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $217k 497.00 436.54
Neos Etf Trust S&p 500 Hedged E (SPYH) 0.1 $213k 4.0k 52.61
RBB Motley Fol Etf (TMFC) 0.1 $204k 3.1k 65.97
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $203k 1.5k 133.20
Vanguard World Mega Cap Val Etf (MGV) 0.1 $202k 1.4k 144.95
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $136k 44k 3.07
Eaton Vance Short Duration Diversified I (EVG) 0.0 $130k 12k 10.69
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $127k 27k 4.62
Cambria Etf Tr Tail Risk (TAIL) 0.0 $123k 11k 11.71
Aberdeen Income Cred Strat (ACP) 0.0 $102k 20k 5.10
T1 Energy Com New (TE) 0.0 $64k 15k 4.39
Ideal Pwr Com New (IPWR) 0.0 $57k 20k 2.83
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $50k 10k 4.96
Denison Mines Corp (DNN) 0.0 $44k 13k 3.53
Sealsq Corp Ord Shs (LAES) 0.0 $41k 16k 2.62
Solid Power Class A Com (SLDP) 0.0 $33k 11k 3.00
Blaize Hldgs (BZAI) 0.0 $31k 17k 1.82
Plug Pwr Com New (PLUG) 0.0 $28k 13k 2.26
Sidus Space Cl A Com New (SIDU) 0.0 $28k 12k 2.32
Ess Tech Com New (GWH) 0.0 $18k 16k 1.17
Arbe Robotics Ordinary Shares (ARBE) 0.0 $17k 27k 0.61