Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024) About Resurgent Financial Advisors LLCInvestment ActivityResurgent Financial Advisors LLC has $166.52 million in total holdings as of September 30, 2024.Resurgent Financial Advisors LLC owns shares of 181 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 5.30% of the portfolio was purchased this quarter.About 6.91% of the portfolio was sold this quarter.This quarter, Resurgent Financial Advisors LLC has purchased 175 new stocks and bought additional shares in 70 stocks.Resurgent Financial Advisors LLC sold shares of 82 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $8,430,525Microsoft $8,241,778Berkshire Hathaway $6,169,407JPMorgan Chase & Co. $4,788,691SPDR S&P 500 ETF Trust $4,268,210 Largest New Holdings this Quarter 219350105 - Corning $500,166 Holding770700102 - Robinhood Markets $451,827 Holding09290D101 - BLACKROCK INC $389,003 Holding020002101 - Allstate $343,322 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $297,303 Holding Largest Purchases this Quarter Netflix 708 shares (about $660.23K)Corning 10,925 shares (about $500.17K)Morgan Stanley 4,251 shares (about $495.96K)Robinhood Markets 10,856 shares (about $451.83K)BLACKROCK INC 411 shares (about $389.00K) Largest Sales this Quarter Invesco QQQ 3,598 shares (about $1.69M)Oracle 3,487 shares (about $487.52K)SPDR S&P 500 ETF Trust 850 shares (about $475.49K)iShares MSCI EAFE Growth ETF 4,521 shares (about $452.10K)Marathon Petroleum 2,198 shares (about $320.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofResurgent Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,430,525$132,834 ▼-1.6%37,9535.1%Computer and TechnologyMSFTMicrosoft$8,241,778$50,678 ▲0.6%21,9554.9%Computer and TechnologyBRK.BBerkshire Hathaway$6,169,407$33,553 ▲0.5%11,5843.7%FinanceJPMJPMorgan Chase & Co.$4,788,691$97,138 ▼-2.0%19,5222.9%FinanceSPYSPDR S&P 500 ETF Trust$4,268,210$475,489 ▼-10.0%7,6302.6%FinanceVIGVanguard Dividend Appreciation ETF$4,257,206$226,003 ▲5.6%21,9452.6%ETFIWDiShares Russell 1000 Value ETF$3,967,214$84,861 ▼-2.1%21,0842.4%ETFTPLTexas Pacific Land$3,621,1980.0%2,7332.2%EnergyNVDANVIDIA$3,491,188$249,278 ▼-6.7%32,2122.1%Computer and TechnologyAMZNAmazon.com$3,021,519$132,231 ▲4.6%15,8811.8%Retail/WholesaleGOOGLAlphabet$2,947,206$244,943 ▲9.1%19,0591.8%Computer and TechnologyIVViShares Core S&P 500 ETF$2,857,434$173,638 ▼-5.7%5,0851.7%ETFHDHome Depot$2,469,531$223,936 ▼-8.3%6,7381.5%Retail/WholesaleCOPConocoPhillips$2,317,371$45,474 ▲2.0%22,0661.4%EnergyIUSBiShares Core Total USD Bond Market ETF$2,189,790$10,046 ▲0.5%47,5211.3%ManufacturingJNJJohnson & Johnson$2,143,764$42,288 ▼-1.9%12,9271.3%MedicalWMTWalmart$2,068,585$37,574 ▼-1.8%23,5631.2%Retail/WholesaleXOMExxon Mobil$2,020,519$9,752 ▼-0.5%16,9891.2%EnergyDLNWisdomTree U.S. LargeCap Dividend Fund$1,747,238$16,747 ▼-0.9%22,0141.0%FinanceSPHQInvesco S&P 500 Quality ETF$1,720,592$35,094 ▲2.1%25,9361.0%ETFETNEaton$1,670,939$173,428 ▼-9.4%6,1471.0%IndustrialsCVXChevron$1,654,591$46,505 ▼-2.7%9,8911.0%EnergyQUALiShares MSCI USA Quality Factor ETF$1,632,512$134,149 ▲9.0%9,5531.0%ETFVVisa$1,587,858$9,462 ▲0.6%4,5311.0%Business ServicesISHARES BITCOIN TRUST ETF$1,574,548$11,515 ▼-0.7%33,6370.9%SHS BEN INTSPLGSPDR Portfolio S&P 500 ETF$1,521,489$150,985 ▼-9.0%23,1370.9%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,463,747$13,172 ▲0.9%29,5590.9%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,454,325$12,841 ▼-0.9%28,0870.9%ETFIVWiShares S&P 500 Growth ETF$1,422,991$28,963 ▲2.1%15,3290.9%ETFMSMorgan Stanley$1,388,956$495,964 ▲55.5%11,9050.8%FinanceIJRiShares Core S&P Small-Cap ETF$1,310,269$10,248 ▲0.8%12,5300.8%ETFCOSTCostco Wholesale$1,261,8330.0%1,3340.8%Retail/WholesalePWRQuanta Services$1,198,205$36,856 ▲3.2%4,7140.7%ConstructionNEENextEra Energy$1,196,552$85,210 ▲7.7%16,8790.7%UtilitiesDHRDanaher$1,177,930$54,120 ▲4.8%5,7460.7%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$1,112,272$1,149 ▼-0.1%17,4310.7%ETFAMGNAmgen$1,110,472$26,173 ▼-2.3%3,5640.7%MedicalISRGIntuitive Surgical$1,104,452$87,663 ▲8.6%2,2300.7%MedicalCMECME Group$1,059,834$3,714 ▲0.4%3,9950.6%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$1,051,753$25,648 ▲2.5%21,5700.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,030,371$80,149 ▲8.4%24,2330.6%ETFIVEiShares S&P 500 Value ETF$1,029,894$287,585 ▲38.7%5,4040.6%ETFMBBiShares MBS ETF$1,009,635$114,693 ▼-10.2%10,7660.6%ETFVBRVanguard Small-Cap Value ETF$1,005,611$77,312 ▲8.3%5,3980.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,002,214$17,417 ▲1.8%12,0840.6%ETFMPCMarathon Petroleum$956,309$320,227 ▼-25.1%6,5640.6%EnergySGOLabrdn Physical Gold Shares ETF$944,966$3,250 ▲0.3%31,6890.6%ETFNFLXNetflix$941,855$660,231 ▲234.4%1,0100.6%Consumer DiscretionaryUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$914,406$252,106 ▲38.1%18,1680.5%FinanceMETAMeta Platforms$891,137$90,497 ▲11.3%1,5460.5%Computer and TechnologyMAMastercard$886,893$1,644 ▲0.2%1,6180.5%Business ServicesCOWZPacer US Cash Cows 100 ETF$879,884$10,623 ▼-1.2%16,0680.5%ETFAVGOBroadcom$865,586$30,974 ▲3.7%5,1700.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$840,408$8,520 ▲1.0%3,0580.5%ETFPGProcter & Gamble$833,183$1,534 ▲0.2%4,8890.5%Consumer StaplesMOAltria Group$832,597$7,202 ▼-0.9%13,8720.5%Consumer StaplesEFViShares MSCI EAFE Value ETF$830,111$241,182 ▼-22.5%14,0840.5%ETFMCOMoody's$821,943$7,917 ▼-1.0%1,7650.5%FinanceMRKMerck & Co., Inc.$814,663$63,819 ▼-7.3%9,0760.5%MedicalMSIMotorola Solutions$814,435$188,283 ▼-18.8%1,8600.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$775,860$32,725 ▲4.4%33,5000.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$747,448$65,129 ▲9.5%29,8500.4%ETFKMIKinder Morgan$740,468$799 ▼-0.1%25,9540.4%EnergyRSGRepublic Services$736,409$9,202 ▼-1.2%3,0410.4%Business ServicesPFEPfizer$713,829$76,806 ▲12.1%28,1700.4%MedicalUNHUnitedHealth Group$704,444$21,474 ▲3.1%1,3450.4%MedicalMOATVanEck Morningstar Wide Moat ETF$697,950$51,394 ▼-6.9%7,9310.4%ETFCBChubb$694,879$82,141 ▼-10.6%2,3010.4%FinanceMKLMarkel Group$686,147$7,478 ▼-1.1%3670.4%Multi-Sector ConglomeratesTMUST-Mobile US$682,778$6,401 ▼-0.9%2,5600.4%Computer and TechnologyTAT&T$660,281$387,040 ▲141.6%23,3480.4%Computer and TechnologyTJXTJX Companies$660,156$5,725 ▼-0.9%5,4200.4%Retail/WholesaleBANK AMERICA CORP$654,113$1,234 ▲0.2%5300.4%7.25%CNV PFD LEMXCiShares MSCI Emerging Markets ex China ETF$616,457$41,373 ▼-6.3%11,1900.4%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$613,332$2,430 ▼-0.4%12,1140.4%ETFVBVanguard Small-Cap ETF$609,706$19,954 ▲3.4%2,7500.4%ETFABBVAbbVie$598,808$82,341 ▼-12.1%2,8580.4%MedicalLLYEli Lilly and Company$598,078$21,478 ▲3.7%7240.4%MedicalVRIGInvesco Variable Rate Investment Grade ETF$598,058$36,040 ▼-5.7%23,8460.4%ETFVOTVanguard Mid-Cap Growth ETF$596,188$4,648 ▼-0.8%2,4370.4%ETFDEDeere & Company$591,381$939 ▼-0.2%1,2600.4%IndustrialsWTRGEssential Utilities$569,7460.0%14,4130.3%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$547,8250.0%4,4900.3%ETFUNPUnion Pacific$537,446$69,455 ▼-11.4%2,2750.3%TransportationAGGiShares Core U.S. Aggregate Bond ETF$537,136$1,385 ▲0.3%5,4300.3%FinanceTTTrane Technologies$533,681$11,118 ▼-2.0%1,5840.3%ConstructionLMTLockheed Martin$532,032$77,728 ▼-12.7%1,1910.3%AerospaceEFGiShares MSCI EAFE Growth ETF$528,900$452,100 ▼-46.1%5,2890.3%ETFSCHXSchwab US Large-Cap ETF$525,2830.0%23,7900.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$521,656$165,089 ▲46.3%9,6660.3%ETFMTBM&T Bank$511,761$715 ▼-0.1%2,8630.3%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$502,309$1,701 ▲0.3%7,9730.3%ManufacturingGLWCorning$500,166$500,166 ▲New Holding10,9250.3%Computer and TechnologyTXNTexas Instruments$498,128$89,670 ▼-15.3%2,7720.3%Computer and TechnologyMDTMedtronic$497,465$38,011 ▲8.3%5,5360.3%MedicalCLColgate-Palmolive$494,549$26,892 ▲5.8%5,2780.3%Consumer StaplesDISWalt Disney$475,241$49,942 ▼-9.5%4,8150.3%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$474,443$2,895 ▲0.6%2,4580.3%ETFXLEEnergy Select Sector SPDR Fund$469,780$85,788 ▼-15.4%5,0270.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$468,670$2,512 ▲0.5%12,8720.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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