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

About Resurgent Financial Advisors LLC

Investment Activity

Resurgent Financial Advisors LLC has $276.92 million in total holdings as of September 30, 2024.
Resurgent Financial Advisors LLC owns shares of 256 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
Approximately 31.50% of the portfolio was purchased this quarter.
About 3.67% of the portfolio was sold this quarter.
This quarter, Resurgent Financial Advisors LLC has purchased 216 new stocks and bought additional shares in 117 stocks.
Resurgent Financial Advisors LLC sold shares of 70 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Alphabet: $12,701,823
NVIDIA: $12,282,816
Microsoft: $12,170,133
Apple: $11,162,512
Berkshire Hathaway: $7,248,858

Largest New Holdings this Quarter

58155Q103 - McKesson: $3,361,175 Holding
863667101 - Stryker: $2,750,050 Holding
384802104 - W.W. Grainger: $2,392,787 Holding
461202103 - Intuit: $2,363,445 Holding
75513E101 - RTX: $1,824,364 Holding

Largest Purchases this Quarter

Alphabet: 27,114 shares (about $7.80M)
NVIDIA: 39,813 shares (about $6.94M)
Microsoft: 12,612 shares (about $4.67M)
Eli Lilly and Company: 3,780 shares (about $3.48M)
Visa: 11,361 shares (about $3.43M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 7,977 shares (about $556.42K)
Bank of America: 7,295 shares (about $355.65K)
iShares MSCI EAFE Value ETF: 4,425 shares (about $329.00K)
GLOBAL X FDS: 2,508 shares (about $251.70K)
ISHARES BITCOIN TRUST ETF: 6,230 shares (about $239.36K)

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
GOOGL Alphabet	$12,701,823	$7,796,908 â–²	159.0%	44,171	4.6%	Computer and Technology
NVDA NVIDIA	$12,282,816	$6,943,386 â–²	130.0%	70,429	4.4%	Computer and Technology
MSFT Microsoft	$12,170,133	$4,668,605 â–²	62.2%	32,877	4.4%	Computer and Technology
AAPL Apple	$11,162,512	$2,713,031 â–²	32.1%	43,983	4.0%	Computer and Technology
BRK.B Berkshire Hathaway	$7,248,858	$1,727,037 â–²	31.3%	15,127	2.6%	Finance
SPY SPDR S&P 500 ETF Trust	$5,817,803	$2,389,943 â–²	69.7%	8,946	2.1%	Finance
JNJ Johnson & Johnson	$4,815,532	$1,823,791 â–²	61.0%	19,700	1.7%	Medical
VIG Vanguard Dividend Appreciation ETF	$4,803,483	$164,733 â–²	3.6%	22,336	1.7%	ETF
JPM JPMorgan Chase & Co.	$4,752,391	$180,318 â–¼	-3.7%	16,156	1.7%	Finance
V Visa	$4,534,318	$3,433,835 â–²	312.0%	15,002	1.6%	Business Services
LLY Eli Lilly and Company	$4,364,005	$3,476,489 â–²	391.7%	4,745	1.6%	Medical
AVGO Broadcom	$3,912,351	$2,354,839 â–²	151.2%	12,640	1.4%	Computer and Technology
XOM ExxonMobil	$3,890,111	$335,755 â–²	9.4%	22,929	1.4%	Energy
TPL Texas Pacific Land	$3,815,462	$14,237 â–¼	-0.4%	8,040	1.4%	Energy
AMZN Amazon.com	$3,587,867	$192,858 â–²	5.7%	17,227	1.3%	Retail/Wholesale
WALMART INC	$3,481,954	$116,575 â–²	3.5%	28,017	1.3%	COM
IWD iShares Russell 1000 Value ETF	$3,424,567	$231,837 â–¼	-6.3%	16,027	1.2%	ETF
MCK McKesson	$3,361,175	$3,361,175 â–²	New Holding	3,884	1.2%	Medical
ETN Eaton	$3,272,323	$1,341,620 â–²	69.5%	9,149	1.2%	Industrials
META Meta Platforms	$3,196,651	$2,028,303 â–²	173.6%	5,587	1.2%	Computer and Technology
MA Mastercard	$3,131,534	$2,334,035 â–²	292.7%	6,267	1.1%	Business Services
COP ConocoPhillips	$2,832,682	$156,550 â–¼	-5.2%	21,460	1.0%	Energy
SYK Stryker	$2,750,050	$2,750,050 â–²	New Holding	8,369	1.0%	Medical
CVX Chevron	$2,658,997	$235,238 â–²	9.7%	12,852	1.0%	Energy
FXE Invesco CurrencyShares Euro Trust	$2,545,321	$41,929 â–²	1.7%	23,857	0.9%	ETF
IVV iShares Core S&P 500 ETF	$2,531,095	$154,805 â–²	6.5%	3,875	0.9%	ETF
GWW W.W. Grainger	$2,392,787	$2,392,787 â–²	New Holding	2,194	0.9%	Industrials
INTU Intuit	$2,363,445	$2,363,445 â–²	New Holding	5,466	0.9%	Computer and Technology
PWR Quanta Services	$2,011,060	$93,333 â–¼	-4.4%	3,663	0.7%	Construction
SPHQ Invesco S&P 500 Quality ETF	$2,009,757	$5,564 â–²	0.3%	26,729	0.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,942,203	$808,722 â–²	71.3%	25,375	0.7%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,905,465	$17,489 â–¼	-0.9%	34,320	0.7%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$1,825,683	$15,303 â–¼	-0.8%	36,267	0.7%	Finance
RTX RTX	$1,824,364	$1,824,364 â–²	New Holding	9,458	0.7%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$1,798,301	$268,142 â–²	17.5%	14,466	0.6%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,760,982	$1,340 â–²	0.1%	19,713	0.6%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$1,726,017	$1,455,745 â–²	538.6%	17,147	0.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,669,676	$54,458 â–²	3.4%	36,148	0.6%	Manufacturing
SPGI S&P Global	$1,631,179	$1,631,179 â–²	New Holding	3,835	0.6%	Finance
MLPX Global X MLP & Energy Infrastructure ETF	$1,628,676	$377,685 â–²	30.2%	22,027	0.6%	ETF
NEE NextEra Energy	$1,545,895	$98,917 â–²	6.8%	16,644	0.6%	Utilities
QQQ Invesco QQQ	$1,530,912	$1,530,912 â–²	New Holding	2,652	0.6%	Finance
IVW iShares S&P 500 Growth ETF	$1,522,800	$9,501 â–¼	-0.6%	13,463	0.5%	ETF
MPC Marathon Petroleum	$1,510,986	$9,279 â–¼	-0.6%	6,188	0.5%	Energy
IVE iShares S&P 500 Value ETF	$1,497,476	$220,652 â–¼	-12.8%	7,092	0.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1,493,481	$235,105 â–¼	-13.6%	25,670	0.5%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$1,443,275	$37,671 â–¼	-2.5%	27,470	0.5%	Finance
PFE Pfizer	$1,431,720	$372,679 â–²	35.2%	50,987	0.5%	Medical
MO Altria Group	$1,406,441	$68,563 â–²	5.1%	21,313	0.5%	Consumer Staples
COST Costco Wholesale	$1,374,483	$216,289 â–²	18.7%	1,379	0.5%	Retail/Wholesale
HD Home Depot	$1,370,132	$133,527 â–¼	-8.9%	4,166	0.5%	Retail/Wholesale
ADP Automatic Data Processing	$1,303,848	$1,303,848 â–²	New Holding	6,417	0.5%	Computer and Technology
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,269,438	$52,211 â–¼	-4.0%	30,003	0.5%	ETF
AMGN Amgen	$1,260,510	$302,199 â–²	31.5%	3,583	0.5%	Medical
GNR SPDR S&P Global Natural Resources ETF	$1,174,559	$1,174,559 â–²	New Holding	15,730	0.4%	ETF
NOW ServiceNow	$1,168,555	$1,168,555 â–²	New Holding	11,177	0.4%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$1,155,558	$51,307 â–²	4.6%	13,063	0.4%	ETF
SGOL abrdn Physical Gold Shares ETF	$1,148,563	$14,814 â–¼	-1.3%	25,741	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,140,581	$193,645 â–²	20.4%	3,375	0.4%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,138,268	$11,298 â–¼	-1.0%	5,239	0.4%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$1,075,405	$15,301 â–²	1.4%	41,046	0.4%	ETF
XLE Energy Select Sector SPDR Fund	$1,054,248	$283,089 â–²	36.7%	17,209	0.4%	ETF
APH Amphenol	$1,045,673	$1,045,673 â–²	New Holding	8,276	0.4%	Computer and Technology
CSCO Cisco Systems	$1,043,120	$270,246 â–²	35.0%	13,444	0.4%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$1,007,618	$744,296 â–²	282.7%	16,106	0.4%	ETF
VZ Verizon Communications	$983,661	$33,282 â–²	3.5%	19,595	0.4%	Computer and Technology
O Realty Income	$915,375	$36,892 â–²	4.2%	14,962	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$915,071	$49,732 â–¼	-5.2%	2,852	0.3%	ETF
TSLA Tesla	$903,724	$151,302 â–¼	-14.3%	2,431	0.3%	Auto/Tires/Trucks
TJX TJX Companies	$898,313	$958 â–²	0.1%	5,625	0.3%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$895,014	$32,457 â–¼	-3.5%	19,606	0.3%	ETF
DHR Danaher	$894,533	$116,225 â–¼	-11.5%	4,718	0.3%	Medical
CB Chubb	$890,767	$197,188 â–²	28.4%	2,733	0.3%	Finance
MS Morgan Stanley	$875,842	$130,998 â–¼	-13.0%	5,322	0.3%	Finance
UBER Uber Technologies	$868,195	$868,195 â–²	New Holding	12,070	0.3%	Computer and Technology
CME CME Group	$867,148	$4,726 â–²	0.5%	2,936	0.3%	Finance
XBI SPDR S&P Biotech ETF	$862,821	$619,877 â–²	255.2%	6,755	0.3%	ETF
ABBV AbbVie	$858,216	$259,248 â–²	43.3%	3,946	0.3%	Medical
MBB iShares MBS ETF	$850,277	$18,705 â–¼	-2.2%	8,955	0.3%	ETF
SDIV Global X SuperDividend ETF	$830,524	$26,346 â–²	3.3%	32,879	0.3%	ETF
IWM iShares Russell 2000 ETF	$817,408	$4,960 â–²	0.6%	3,296	0.3%	Finance
SPYI NEOS S&P 500 High Income ETF	$816,580	$20,686 â–²	2.6%	16,540	0.3%	ETF
UTES Virtus Reaves Utilities ETF	$814,820	$26,287 â–²	3.3%	10,198	0.3%	ETF
PFF iShares Preferred and Income Securities ETF	$806,118	$21,376 â–²	2.7%	26,587	0.3%	ETF
RYLD Global X Russell 2000 Covered Call ETF	$772,227	$28,285 â–²	3.8%	51,654	0.3%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$761,593	$37,965 â–²	5.2%	32,799	0.3%	ETF
PDI PIMCO Dynamic Income Fund	$759,838	$22,893 â–²	3.1%	44,409	0.3%	Financial Services
KMI Kinder Morgan	$758,851	$40,840 â–¼	-5.1%	22,632	0.3%	Energy
MKL Markel Group	$756,058		0.0%	395	0.3%	Multi-Sector Conglomerates
EFV iShares MSCI EAFE Value ETF	$751,455	$328,999 â–¼	-30.5%	10,107	0.3%	ETF
PG Procter & Gamble	$737,077	$20,510 â–²	2.9%	5,103	0.3%	Consumer Staples
QUAL iShares MSCI USA Quality Factor ETF	$731,563	$18,222 â–²	2.6%	3,814	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$726,138	$239,357 â–¼	-24.8%	18,900	0.3%	SHS BEN INT
MSI Motorola Solutions	$719,522	$434 â–²	0.1%	1,658	0.3%	Computer and Technology
BOTZ Global X Robotics & Artificial Intelligence ETF	$703,932	$69,064 â–¼	-8.9%	21,190	0.3%	Manufacturing
JPIE JPMorgan Income ETF	$697,868	$6,818 â–²	1.0%	15,148	0.3%	ETF
GOVT iShares U.S. Treasury Bond ETF	$693,096	$693,096 â–²	New Holding	30,253	0.3%	ETF
SCHX Schwab US Large-Cap ETF	$692,966	$82,996 â–²	13.6%	27,027	0.3%	ETF
DE Deere & Company	$692,296	$1,690 â–¼	-0.2%	1,229	0.2%	Industrials
SCHG Schwab U.S. Large-Cap Growth ETF	$686,723	$134,088 â–¼	-16.3%	23,574	0.2%	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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools