Resurgent Financial Advisors LLC Top Holdings and 13F Report (2024) About Resurgent Financial Advisors LLCInvestment ActivityResurgent Financial Advisors LLC has $182.14 million in total holdings as of September 30, 2024.Resurgent Financial Advisors LLC owns shares of 186 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 9.01% of the portfolio was purchased this quarter.About 6.92% of the portfolio was sold this quarter.This quarter, Resurgent Financial Advisors LLC has purchased 181 new stocks and bought additional shares in 92 stocks.Resurgent Financial Advisors LLC sold shares of 64 stocks and completely divested from 18 stocks this quarter.Largest Holdings Microsoft $11,209,900Apple $7,939,000JPMorgan Chase & Co. $5,802,649Berkshire Hathaway $5,743,744NVIDIA $5,112,012 Largest New Holdings this Quarter 37960A438 - GLOBAL X FDS $714,890 Holding459200101 - International Business Machines $585,183 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $578,565 Holding09290C806 - BlackRock Future U.S. Themes ETF $531,032 Holding46435G672 - iShares Core International Aggregate Bond ETF $443,956 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 4,756 shares (about $1.03M)GLOBAL X FDS 7,119 shares (about $714.89K)International Business Machines 1,985 shares (about $585.18K)iShares 0-3 Month Treasury Bond ETF 5,746 shares (about $578.57K)BlackRock Future U.S. Themes ETF 14,925 shares (about $531.03K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 10,773 shares (about $783.09K)Pacer US Cash Cows 100 ETF 12,291 shares (about $677.24K)iShares Core S&P 500 ETF 1,005 shares (about $623.96K)Morgan Stanley 3,384 shares (about $476.67K)iShares MSCI Emerging Markets ex China ETF 7,295 shares (about $460.61K) 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 PortfolioSectorMSFTMicrosoft$11,209,900$289,487 ▲2.7%22,5376.2%Computer and TechnologyAAPLApple$7,939,000$152,235 ▲2.0%38,6954.4%Computer and TechnologyJPMJPMorgan Chase & Co.$5,802,649$142,928 ▲2.5%20,0153.2%FinanceBRK.BBerkshire Hathaway$5,743,744$116,585 ▲2.1%11,8243.2%FinanceNVDANVIDIA$5,112,012$22,908 ▲0.5%32,3572.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,474,923$239,099 ▼-5.1%7,2432.5%FinanceVIGVanguard Dividend Appreciation ETF$4,450,566$40,934 ▼-0.9%21,7452.4%ETFIWDiShares Russell 1000 Value ETF$3,815,078$280,081 ▼-6.8%19,6422.1%ETFAMZNAmazon.com$3,582,200$98,067 ▲2.8%16,3282.0%Retail/WholesaleGOOGLAlphabet$3,263,506$95,343 ▼-2.8%18,5181.8%Computer and TechnologyTPLTexas Pacific Land$2,862,817$24,297 ▼-0.8%2,7101.6%EnergyWMTWalmart$2,623,917$319,935 ▲13.9%26,8351.4%Retail/WholesaleHDHome Depot$2,542,153$71,858 ▲2.9%6,9341.4%Retail/WholesaleIVViShares Core S&P 500 ETF$2,533,088$623,959 ▼-19.8%4,0801.4%ETFETNEaton$2,230,117$35,699 ▲1.6%6,2471.2%IndustrialsCOPConocoPhillips$2,076,584$96,381 ▲4.9%23,1401.1%EnergyISHARES BITCOIN TRUST ETF$2,002,179$56,742 ▼-2.8%32,7101.1%SHS BEN INTJNJJohnson & Johnson$1,998,898$24,287 ▲1.2%13,0861.1%MedicalXOMExxon Mobil$1,979,557$148,119 ▲8.1%18,3631.1%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,931,887$403,970 ▲26.4%35,5131.1%ETFIUSBiShares Core Total USD Bond Market ETF$1,890,598$306,324 ▼-13.9%40,8951.0%ManufacturingSPHQInvesco S&P 500 Quality ETF$1,777,562$70,618 ▼-3.8%24,9451.0%ETFQUALiShares MSCI USA Quality Factor ETF$1,709,001$37,478 ▼-2.1%9,3480.9%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,670,374$137,829 ▼-7.6%20,3360.9%FinancePWRQuanta Services$1,667,711$114,558 ▼-6.4%4,4110.9%ConstructionIVWiShares S&P 500 Growth ETF$1,509,361$178,362 ▼-10.6%13,7090.8%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,495,316$13,833 ▲0.9%29,8350.8%FinanceNFLXNetflix$1,475,721$123,200 ▲9.1%1,1020.8%Consumer DiscretionaryVVisa$1,474,653$134,221 ▼-8.3%4,1530.8%Business ServicesAVGOBroadcom$1,473,157$47,966 ▲3.4%5,3440.8%Computer and TechnologyISRGIntuitive Surgical$1,466,120$254,316 ▲21.0%2,6980.8%MedicalCVXChevron$1,434,691$18,329 ▲1.3%10,0190.8%EnergyCOSTCostco Wholesale$1,351,529$30,694 ▲2.3%1,3650.7%Retail/WholesaleEFViShares MSCI EAFE Value ETF$1,351,362$457,310 ▲51.2%21,2880.7%ETFIWMiShares Russell 2000 ETF$1,331,653$1,026,307 ▲336.1%6,1710.7%FinanceIJRiShares Core S&P Small-Cap ETF$1,248,291$121,091 ▼-8.8%11,4220.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,235,915$61,213 ▲5.2%22,6940.7%ETFNEENextEra Energy$1,228,109$56,369 ▲4.8%17,6910.7%UtilitiesMETAMeta Platforms$1,225,384$84,153 ▲7.4%1,6600.7%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$1,208,856$294,818 ▲32.3%24,0280.7%FinanceMSMorgan Stanley$1,200,268$476,670 ▼-28.4%8,5210.7%FinanceDHRDanaher$1,188,203$53,138 ▲4.7%6,0150.7%MedicalCMECME Group$1,151,540$50,438 ▲4.6%4,1780.6%FinanceIVEiShares S&P 500 Value ETF$1,122,688$66,638 ▲6.3%5,7450.6%ETFMPCMarathon Petroleum$1,091,343$997 ▲0.1%6,5700.6%EnergyMLPXGlobal X MLP & Energy Infrastructure ETF$1,083,955$8,271 ▼-0.8%17,2990.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,080,770$8,201 ▼-0.8%11,9930.6%ETFHOODRobinhood Markets$1,072,064$55,616 ▲5.5%11,4500.6%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,048,764$3,365 ▲0.3%24,3110.6%ETFVBRVanguard Small-Cap Value ETF$1,042,591$10,141 ▼-1.0%5,3460.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,010,667$430,416 ▲74.2%16,8360.6%ETFMBBiShares MBS ETF$1,009,318$1,502 ▼-0.1%10,7500.6%ETFKMIKinder Morgan$963,262$200,214 ▲26.2%32,7640.5%EnergyMCOMoody's$929,948$44,642 ▲5.0%1,8540.5%FinanceVTIVanguard Total Stock Market ETF$922,977$6,382 ▼-0.7%3,0370.5%ETFSPLGSPDR Portfolio S&P 500 ETF$898,739$783,089 ▼-46.6%12,3640.5%ETFMAMastercard$886,814$22,479 ▼-2.5%1,5780.5%Business ServicesSGOLabrdn Physical Gold Shares ETF$862,934$136,537 ▼-13.7%27,3600.5%ETFAMGNAmgen$841,028$154,133 ▼-15.5%3,0120.5%MedicalRSGRepublic Services$825,404$75,463 ▲10.1%3,3470.5%Business ServicesMOAltria Group$813,843$528 ▲0.1%13,8810.4%Consumer StaplesMKLMarkel Group$788,957$55,926 ▲7.6%3950.4%Multi-Sector ConglomeratesMSIMotorola Solutions$783,057$841 ▲0.1%1,8620.4%Computer and TechnologyPGProcter & Gamble$767,922$10,993 ▼-1.4%4,8200.4%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$764,761$150,824 ▲24.6%15,0900.4%ETFTAT&T$757,447$81,756 ▲12.1%26,1730.4%Computer and TechnologyGLOBAL X FDS$714,890$714,890 ▲New Holding7,1190.4%1-3 MONTH T-BILLSCHZSchwab U.S. Aggregate Bond ETF$712,631$65,909 ▼-8.5%30,6640.4%ETFTTTrane Technologies$702,918$10,060 ▲1.5%1,6070.4%ConstructionTSLATesla$693,134$137,547 ▲24.8%2,1820.4%Auto/Tires/TrucksTJXTJX Companies$686,604$17,289 ▲2.6%5,5600.4%Retail/WholesaleCBChubb$680,552$13,907 ▲2.1%2,3490.4%FinancePFEPfizer$675,517$7,320 ▼-1.1%27,8680.4%MedicalORCLOracle$648,975$248,613 ▲62.1%2,9680.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$648,409$44,649 ▼-6.4%2,2800.4%ETFBANK AMERICA CORP$644,388$1,214 ▲0.2%5310.4%7.25%CNV PFD LLMTLockheed Martin$643,535$92,132 ▲16.7%1,3900.4%AerospaceLLYEli Lilly and Company$640,928$76,412 ▲13.5%8220.4%MedicalMOATVanEck Morningstar Wide Moat ETF$633,575$110,301 ▼-14.8%6,7550.3%ETFDEDeere & Company$631,036$9,661 ▼-1.5%1,2410.3%IndustrialsSCHGSchwab U.S. Large-Cap Growth ETF$628,597$243,318 ▼-27.9%21,5200.3%ETFTMUST-Mobile US$620,906$10,960 ▲1.8%2,6060.3%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$619,983$61,771 ▲11.1%2,7300.3%ETFTXNTexas Instruments$618,915$43,393 ▲7.5%2,9810.3%Computer and TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$618,129$323,443 ▲109.8%13,3910.3%ETFMTBM&T Bank$607,383$51,989 ▲9.4%3,1310.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$606,195$135 ▼0.0%4,4890.3%ETFDUKDuke Energy$602,107$197,871 ▲48.9%5,1030.3%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$598,314$4,308 ▼-0.7%7,9160.3%ManufacturingEFGiShares MSCI EAFE Growth ETF$596,512$4,144 ▲0.7%5,3260.3%ETFIBMInternational Business Machines$585,183$585,183 ▲New Holding1,9850.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$581,4280.0%23,7900.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$578,565$578,565 ▲New Holding5,7460.3%ETFXBISPDR S&P Biotech ETF$573,079$179,388 ▲45.6%6,9100.3%ETFALLAllstate$553,804$220,032 ▲65.9%2,7510.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$549,344$75,372 ▲15.9%19,5840.3%ETFHIWHighwoods Properties$542,854$62,179 ▲12.9%17,4610.3%FinanceVRIGInvesco Variable Rate Investment Grade ETF$539,477$57,866 ▼-9.7%21,5360.3%ETFWTRGEssential Utilities$535,2990.0%14,4130.3%UtilitiesBTHMBlackRock Future U.S. Themes ETF$531,032$531,032 ▲New Holding14,9250.3%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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