Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

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About Resurgent Financial Advisors LLC

Investment Activity

Resurgent Financial Advisors LLC has $187.65 million in total holdings as of March 31, 2024.
Resurgent Financial Advisors LLC owns shares of 190 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
Approximately 22.42% of the portfolio was purchased this quarter.
About 14.55% of the portfolio was sold this quarter.
This quarter, Resurgent Financial Advisors LLC has purchased 495 new stocks and bought additional shares in 127 stocks.
Resurgent Financial Advisors LLC sold shares of 50 stocks and completely divested from 309 stocks this quarter.

Largest Holdings

Microsoft: $9,914,118
Apple: $6,967,433
iShares Russell 1000 Value ETF: $6,121,012
Vanguard Dividend Appreciation ETF: $6,019,274
iShares Core S&P 500 ETF: $5,701,626

Largest New Holdings this Quarter

ISHARES BITCOIN TR: $833,925 Holding
BlackRock U.S. Equity Factor Rotation ETF: $371,228 Holding
M&T Bank: $369,563 Holding
Direxion NASDAQ-100 Equal Weighted Index Shares: $209,620 Holding

Largest Purchases this Quarter

Vanguard Dividend Appreciation ETF: 17,424 shares (about $3.18M)
iShares Russell 1000 Value ETF: 17,042 shares (about $3.05M)
WisdomTree U.S. LargeCap Dividend Fund: 23,730 shares (about $1.71M)
iShares Core S&P 500 ETF: 2,786 shares (about $1.46M)
Utilities Select Sector SPDR Fund: 21,928 shares (about $1.44M)

Largest Sales this Quarter

Cisco Systems: 23,442 shares (about $1.17M)
Comcast: 12,405 shares (about $537.76K)
Eaton: 1,291 shares (about $403.67K)
iShares S&P 500 Growth ETF: 3,286 shares (about $277.47K)
Health Care Select Sector SPDR Fund: 1,743 shares (about $257.49K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$9,914,118	$281,469 ▲	2.9%	23,564	5.3%	Computer and Technology
AAPL Apple	$6,967,433	$9,260 ▼	-0.1%	40,631	3.7%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$6,121,012	$3,052,446 ▲	99.5%	34,174	3.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,019,274	$3,181,841 ▲	112.1%	32,962	3.2%	ETF
IVV iShares Core S&P 500 ETF	$5,701,626	$1,464,705 ▲	34.6%	10,845	3.0%	ETF
BRK.B Berkshire Hathaway	$4,377,193	$613,959 ▲	16.3%	10,409	2.3%	Finance
JPM JPMorgan Chase & Co.	$4,212,510	$4,407 ▲	0.1%	21,031	2.2%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$3,425,784	$1,713,036 ▲	100.0%	47,456	1.8%	Finance
NVDA NVIDIA	$3,259,957	$101,196 ▲	3.2%	3,608	1.7%	Computer and Technology
HD Home Depot	$3,111,601	$83,620 ▼	-2.6%	8,112	1.7%	Consumer Cyclical
GOOGL Alphabet	$2,981,925	$552,706 ▲	22.8%	19,757	1.6%	Computer and Technology
AMZN Amazon.com	$2,825,112	$177,494 ▲	6.7%	15,662	1.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$2,683,329	$390,319 ▲	17.0%	11,797	1.4%	Finance
CVX Chevron	$2,612,759	$85,814 ▼	-3.2%	16,563	1.4%	Oils/Energy
DON WisdomTree U.S. MidCap Dividend Fund	$2,545,105	$1,416,229 ▲	125.5%	52,186	1.4%	Finance
ETN Eaton	$2,413,264	$403,670 ▼	-14.3%	7,718	1.3%	Industrial Products
COP ConocoPhillips	$2,387,136	$78,150 ▲	3.4%	18,755	1.3%	Oils/Energy
XLU Utilities Select Sector SPDR Fund	$2,319,530	$1,439,563 ▲	163.6%	35,332	1.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$2,092,510	$161,147 ▲	8.3%	34,008	1.1%	ETF
XOM Exxon Mobil	$2,061,739	$326,982 ▲	18.8%	17,737	1.1%	Oils/Energy
SPHQ Invesco S&P 500 Quality ETF	$2,039,691	$1,277,624 ▲	167.7%	33,759	1.1%	ETF
JNJ Johnson & Johnson	$2,015,494	$41,607 ▼	-2.0%	12,740	1.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$2,013,044	$867,154 ▲	75.7%	18,214	1.1%	ETF
MPC Marathon Petroleum	$2,005,530	$55,614 ▼	-2.7%	9,953	1.1%	Oils/Energy
MDLZ Mondelez International	$1,826,020	$40,320 ▼	-2.2%	26,086	1.0%	Consumer Staples
VBR Vanguard Small-Cap Value ETF	$1,818,467	$919,115 ▲	102.2%	9,477	1.0%	ETF
MRK Merck & Co., Inc.	$1,711,920	$146,333 ▼	-7.9%	12,974	0.9%	Medical
IUSB iShares Core Total USD Bond Market ETF	$1,686,192	$468,802 ▲	38.5%	36,986	0.9%	Manufacturing
MOAT VanEck Morningstar Wide Moat ETF	$1,677,404	$853,985 ▲	103.7%	18,658	0.9%	ETF
WMT Walmart	$1,676,289	$1,132,589 ▲	208.3%	27,859	0.9%	Retail/Wholesale
DIS Walt Disney	$1,671,114	$390,339 ▲	30.5%	13,657	0.9%	Consumer Discretionary
V Visa	$1,660,523		0.0%	5,950	0.9%	Financial Services
TPL Texas Pacific Land	$1,581,068	$1,054,045 ▲	200.0%	2,733	0.8%	Oils/Energy
XLE Energy Select Sector SPDR Fund	$1,498,799	$966,784 ▲	181.7%	15,875	0.8%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$1,438,416	$823,082 ▲	133.8%	17,642	0.8%	ETF
BANK AMERICA CORP	$1,363,248	$684,011 ▲	100.7%	1,142	0.7%	7.25%CNV PFD L
SYBT Stock Yards Bancorp	$1,336,612		0.0%	27,328	0.7%	Finance
QQQM Invesco NASDAQ 100 ETF	$1,248,485	$401,912 ▲	47.5%	6,834	0.7%	ETF
PWR Quanta Services	$1,245,741	$22,862 ▲	1.9%	4,795	0.7%	Construction
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,164,845	$707,227 ▲	154.5%	21,476	0.6%	ETF
HIW Highwoods Properties	$1,161,382	$549,275 ▲	89.7%	44,362	0.6%	Finance
AMGN Amgen	$1,140,123	$22,461 ▼	-1.9%	4,010	0.6%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$1,127,710	$205,777 ▼	-15.4%	11,514	0.6%	Finance
CCI Crown Castle	$1,111,215	$152,078 ▲	15.9%	10,500	0.6%	Finance
PEP PepsiCo	$1,096,438	$104,831 ▼	-8.7%	6,265	0.6%	Consumer Staples
SCHV Schwab U.S. Large-Cap Value ETF	$1,091,536	$425,111 ▲	63.8%	14,366	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,066,839	$223,551 ▲	26.5%	14,374	0.6%	ETF
FCX Freeport-McMoRan	$1,063,451	$32,773 ▲	3.2%	22,617	0.6%	Basic Materials
DHR Danaher	$1,052,070	$146,086 ▲	16.1%	4,213	0.6%	Multi-Sector Conglomerates
UNP Union Pacific	$1,047,170	$259,948 ▲	33.0%	4,258	0.6%	Transportation
DUK Duke Energy	$1,030,157	$340,098 ▲	49.3%	10,653	0.5%	Utilities
SHEL Shell	$1,010,638	$397,283 ▲	64.8%	15,075	0.5%	Oils/Energy
SPEM SPDR Portfolio Emerging Markets ETF	$1,006,979	$480,979 ▲	91.4%	27,824	0.5%	ETF
PFE Pfizer	$1,006,518	$143,554 ▲	16.6%	36,270	0.5%	Medical
COST Costco Wholesale	$1,004,436	$10,257 ▲	1.0%	1,371	0.5%	Retail/Wholesale
PFXF VanEck Preferred Securities ex Financials ETF	$943,254	$611,040 ▲	183.9%	53,322	0.5%	ETF
TSLA Tesla	$925,886	$347,713 ▲	60.1%	5,267	0.5%	Auto/Tires/Trucks
NEE NextEra Energy	$925,801	$9,075 ▼	-1.0%	14,486	0.5%	Utilities
CME CME Group	$887,210	$323,150 ▲	57.3%	4,121	0.5%	Finance
MSI Motorola Solutions	$865,441	$15,619 ▼	-1.8%	2,438	0.5%	Computer and Technology
IVE iShares S&P 500 Value ETF	$849,612	$518,398 ▲	156.5%	4,548	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$843,116	$188,674 ▼	-18.3%	5,130	0.4%	ETF
ISHARES BITCOIN TR	$833,925	$833,925 ▲	New Holding	20,606	0.4%	SHS
SMH VanEck Semiconductor ETF	$831,575	$320,304 ▲	62.6%	3,697	0.4%	Manufacturing
COWZ Pacer US Cash Cows 100 ETF	$829,869	$93,208 ▲	12.7%	14,281	0.4%	ETF
PG Procter & Gamble	$829,747	$25,960 ▲	3.2%	5,114	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$828,961	$21,828 ▼	-2.6%	3,190	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$828,937	$341,397 ▲	70.0%	4,895	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$808,247	$52,573 ▲	7.0%	8,717	0.4%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$806,350	$612,623 ▲	316.2%	18,951	0.4%	ETF
MA Mastercard	$772,920	$20,708 ▼	-2.6%	1,605	0.4%	Business Services
CB Chubb	$765,988	$15,807 ▼	-2.0%	2,956	0.4%	Finance
MDT Medtronic	$761,256	$283,761 ▲	59.4%	8,735	0.4%	Medical
IWB iShares Russell 1000 ETF	$753,775	$236,761 ▲	45.8%	2,617	0.4%	ETF
DE Deere & Company	$741,386	$115,829 ▲	18.5%	1,805	0.4%	Industrial Products
EFV iShares MSCI EAFE Value ETF	$726,512	$19,149 ▲	2.7%	13,355	0.4%	ETF
VYM Vanguard High Dividend Yield ETF	$717,107	$261,217 ▲	57.3%	5,927	0.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$712,308	$357,215 ▲	100.6%	14,776	0.4%	ETF
AVGO Broadcom	$681,261	$84,826 ▲	14.2%	514	0.4%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$680,724	$341,748 ▲	100.8%	21,120	0.4%	ETF
UNH UnitedHealth Group	$675,760	$8,905 ▲	1.3%	1,366	0.4%	Medical
MS Morgan Stanley	$672,773	$142,464 ▼	-17.5%	7,145	0.4%	Finance
RSG Republic Services	$660,851	$154,684 ▼	-19.0%	3,452	0.4%	Business Services
SGOL abrdn Physical Gold Shares ETF	$638,283	$94,560 ▲	17.4%	30,051	0.3%	ETF
VRP Invesco Variable Rate Preferred ETF	$636,816	$318,883 ▲	100.3%	26,790	0.3%	ETF
MBB iShares MBS ETF	$635,480	$17,375 ▲	2.8%	6,876	0.3%	ETF
MO Altria Group	$617,790	$4,580 ▲	0.7%	14,163	0.3%	Consumer Defensive
SCHM Schwab U.S. Mid-Cap ETF	$611,200	$305,844 ▲	100.2%	7,506	0.3%	ETF
ASML ASML	$598,780	$29,114 ▲	5.1%	617	0.3%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$596,991	$277,470 ▼	-31.7%	7,070	0.3%	ETF
EW Edwards Lifesciences	$595,530	$85,240 ▲	16.7%	6,232	0.3%	Medical
PBT Permian Basin Royalty Trust	$580,800		0.0%	48,000	0.3%	Oils/Energy
MLPX Global X MLP & Energy Infrastructure ETF	$575,339	$80,001 ▲	16.2%	11,744	0.3%	ETF
CELH Celsius	$574,387	$88,890 ▼	-13.4%	6,927	0.3%	Consumer Staples
TXN Texas Instruments	$573,847	$62,193 ▼	-9.8%	3,294	0.3%	Computer and Technology
VZ Verizon Communications	$570,865	$28,197 ▲	5.2%	13,605	0.3%	Computer and Technology
LMT Lockheed Martin	$555,851	$98,252 ▼	-15.0%	1,222	0.3%	Aerospace
QQQ Invesco QQQ	$540,333	$277,996 ▲	106.0%	14,700	0.3%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$536,561	$104,115 ▼	-16.3%	14,971	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$534,207	$92,477 ▲	20.9%	5,147	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

About Resurgent Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024)

About Resurgent Financial Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofResurgent Financial Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information