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

About Resurgent Financial Advisors LLC

Investment Activity

Resurgent Financial Advisors LLC has $359.53 million in total holdings as of September 30, 2024.
Resurgent Financial Advisors LLC owns shares of 308 different stocks, but just 113 companies or ETFs make up 80% of its holdings.
Approximately 21.93% of the portfolio was purchased this quarter.
About 5.65% of the portfolio was sold this quarter.
This quarter, Resurgent Financial Advisors LLC has purchased 256 new stocks and bought additional shares in 157 stocks.
Resurgent Financial Advisors LLC sold shares of 66 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Alphabet: $19,282,294
NVIDIA: $17,271,265
Apple: $15,957,147
Microsoft: $14,923,734
Berkshire Hathaway: $9,440,358

Largest New Holdings this Quarter

038222105 - Applied Materials: $3,258,819 Holding
N07059210 - ASML: $1,738,865 Holding
09290C665 - BLACKROCK ETF TRUST: $985,088 Holding
35671D857 - Freeport-McMoRan: $793,169 Holding
09857L108 - Booking: $725,259 Holding

Largest Purchases this Quarter

Alphabet: 9,785 shares (about $3.50M)
Applied Materials: 4,507 shares (about $3.26M)
Apple: 11,163 shares (about $3.23M)
NVIDIA: 15,888 shares (about $3.18M)
Microsoft: 7,131 shares (about $2.66M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 2,809 shares (about $2.10M)
iShares 0-3 Month Treasury Bond ETF: 11,672 shares (about $1.18M)
Pacer US Cash Cows 100 ETF: 9,695 shares (about $603.05K)
Danaher: 2,178 shares (about $414.87K)
WisdomTree Floating Rate Treasury Fund: 7,961 shares (about $400.84K)

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	$19,282,294	$3,496,872 â–²	22.2%	53,956	5.4%	Communication Services
NVDA NVIDIA	$17,271,265	$3,179,048 â–²	22.6%	86,317	4.8%	Technology
AAPL Apple	$15,957,147	$3,230,146 â–²	25.4%	55,146	4.4%	Technology
MSFT Microsoft	$14,923,734	$2,659,997 â–²	21.7%	40,008	4.2%	Technology
BRK.B Berkshire Hathaway	$9,440,358	$1,870,958 â–²	24.7%	18,866	2.6%	Finance
V Visa	$6,779,774	$1,632,759 â–²	31.7%	19,761	1.9%	Finance
LLY Eli Lilly and Company	$6,692,546	$1,001,483 â–²	17.6%	5,580	1.9%	Healthcare
AVGO Broadcom	$6,459,420	$1,684,738 â–²	35.3%	17,100	1.8%	Technology
VIG Vanguard Dividend Appreciation ETF	$5,732,913	$447,692 â–²	8.5%	24,228	1.6%	ETF
JNJ Johnson & Johnson	$5,678,680	$675,550 â–²	13.5%	22,360	1.6%	Healthcare
JPM JPMorgan Chase & Co.	$5,451,770	$163,340 â–²	3.1%	16,655	1.5%	Finance
AMZN Amazon.com	$4,994,891	$889,008 â–²	21.7%	20,957	1.4%	Consumer Discretionary
META Meta Platforms	$4,764,494	$1,617,269 â–²	51.4%	8,458	1.3%	Communication Services
SPY SPDR S&P 500 ETF Trust	$4,583,275	$2,097,836 â–¼	-31.4%	6,137	1.3%	ETF
ETN Eaton	$4,465,738	$567,166 â–²	14.5%	10,480	1.2%	Industrials
GWW W.W. Grainger	$4,260,293	$1,275,912 â–²	42.8%	3,132	1.2%	Industrials
MA Mastercard	$3,788,597	$570,061 â–²	17.7%	7,377	1.1%	Finance
MCK McKesson	$3,726,781	$791,903 â–²	27.0%	4,932	1.0%	Healthcare
IWD iShares Russell 1000 Value ETF	$3,619,208	$266,186 â–¼	-6.9%	14,929	1.0%	ETF
SYK Stryker	$3,520,715	$885,924 â–²	33.6%	11,183	1.0%	Healthcare
TPL Texas Pacific Land	$3,480,989	$37,637 â–¼	-1.1%	7,954	1.0%	Energy
WALMART INC	$3,447,517	$274,315 â–²	8.6%	30,439	1.0%	COM
IVV iShares Core S&P 500 ETF	$3,427,666	$525,720 â–²	18.1%	4,577	1.0%	ETF
XOM ExxonMobil	$3,404,404	$269,607 â–²	8.6%	24,901	0.9%	Energy
SPLG SPDR Portfolio S&P 500 ETF	$3,265,709	$1,035,754 â–²	46.4%	37,161	0.9%	ETF
AMAT Applied Materials	$3,258,819	$3,258,819 â–²	New Holding	4,507	0.9%	Technology
HD Home Depot	$3,127,016	$1,657,678 â–²	112.8%	8,866	0.9%	Consumer Discretionary
MU Micron Technology	$3,060,025	$2,308,582 â–²	307.2%	2,651	0.9%	Technology
IUSB iShares Core Total USD Bond Market ETF	$2,576,185	$907,955 â–²	54.4%	55,822	0.7%	ETF
PWR Quanta Services	$2,544,621	$92,885 â–¼	-3.5%	3,534	0.7%	Industrials
SPHQ Invesco S&P 500 Quality ETF	$2,519,595	$111,275 â–²	4.6%	27,964	0.7%	ETF
RTX RTX	$2,447,155	$652,676 â–²	36.4%	12,898	0.7%	Industrials
CVX Chevron	$2,366,147	$235,869 â–²	11.1%	14,275	0.7%	Energy
IJR iShares Core S&P Small-Cap ETF	$2,196,283	$50,869 â–²	2.4%	14,809	0.6%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,167,642	$58,326 â–²	2.8%	35,269	0.6%	ETF
FXE Invesco CurrencyShares Euro Trust	$2,145,437	$370,103 â–¼	-14.7%	20,347	0.6%	ETF
COP ConocoPhillips	$2,126,443	$104,586 â–¼	-4.7%	20,454	0.6%	Energy
APH Amphenol	$2,000,208	$540,959 â–²	37.1%	11,344	0.6%	Technology
SPGI S&P Global	$1,896,203	$334,361 â–²	21.4%	4,656	0.5%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,884,915	$13,870 â–¼	-0.7%	19,569	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$1,874,534	$22,968 â–²	1.2%	13,630	0.5%	ETF
CSCO Cisco Systems	$1,825,798	$246,666 â–²	15.6%	15,544	0.5%	Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1,781,726	$35,909 â–²	2.1%	26,198	0.5%	ETF
NEE NextEra Energy	$1,759,613	$298,769 â–²	20.5%	20,048	0.5%	Utilities
ASML ASML	$1,738,865	$1,738,865 â–²	New Holding	874	0.5%	Technology
MLPX Global X MLP & Energy Infrastructure ETF	$1,733,293	$110,785 â–²	6.8%	23,531	0.5%	ETF
AMGN Amgen	$1,694,455	$396,906 â–²	30.6%	4,679	0.5%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$1,664,464	$52,537 â–²	3.3%	3,485	0.5%	Technology
INTC Intel	$1,643,445	$10,333 â–²	0.6%	11,770	0.5%	Technology
DE Deere & Company	$1,641,012	$861,420 â–²	110.5%	2,587	0.5%	Industrials
MPC Marathon Petroleum	$1,608,676	$26,590 â–²	1.7%	6,292	0.4%	Energy
QQQ Invesco QQQ	$1,579,618	$373,364 â–¼	-19.1%	2,145	0.4%	ETF
AMD Advanced Micro Devices	$1,548,125	$304,978 â–²	24.5%	2,665	0.4%	Technology
MO Altria Group	$1,531,900	$1,583 â–¼	-0.1%	21,291	0.4%	Consumer Staples
ABBV AbbVie	$1,495,748	$502,777 â–²	50.6%	5,944	0.4%	Healthcare
GLW Corning	$1,494,266	$533,593 â–²	55.5%	5,850	0.4%	Technology
DON WisdomTree U.S. MidCap Dividend Fund	$1,459,337	$93,257 â–¼	-6.0%	25,820	0.4%	ETF
COST Costco Wholesale	$1,456,915	$166,558 â–²	12.9%	1,557	0.4%	Consumer Staples
USFR WisdomTree Floating Rate Treasury Fund	$1,425,217	$400,839 â–¼	-22.0%	28,306	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,377,573	$232,736 â–¼	-14.5%	6,067	0.4%	ETF
SPMO Invesco S&P 500 Momentum ETF	$1,367,796	$774,121 â–²	130.4%	8,467	0.4%	ETF
XBI SPDR S&P Biotech ETF	$1,356,684	$287,700 â–²	26.9%	8,573	0.4%	ETF
NOW ServiceNow	$1,288,754	$179,101 â–²	16.1%	12,981	0.4%	Technology
PFE Pfizer	$1,265,622	$37,854 â–²	3.1%	52,559	0.4%	Healthcare
VIGI Vanguard International Dividend Appreciation ETF	$1,226,835	$7,004 â–²	0.6%	13,138	0.3%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,226,139	$46,269 â–¼	-3.6%	28,912	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$1,190,997	$82,138 â–¼	-6.5%	4,901	0.3%	ETF
MS Morgan Stanley	$1,142,404	$29,893 â–²	2.7%	5,465	0.3%	Finance
SCHX Schwab US Large-Cap ETF	$1,139,683	$344,274 â–²	43.3%	38,725	0.3%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$1,135,533	$46,993 â–²	4.3%	42,818	0.3%	ETF
CRWD CrowdStrike	$1,116,474	$556,329 â–²	99.3%	1,463	0.3%	Technology
CB Chubb	$1,097,198	$165,943 â–²	17.8%	3,220	0.3%	Finance
IWM iShares Russell 2000 ETF	$1,064,494	$74,211 â–²	7.5%	3,543	0.3%	ETF
GNR SPDR S&P Global Natural Resources ETF	$1,061,142	$2,356 â–²	0.2%	15,765	0.3%	ETF
SO Southern	$1,051,950	$599,911 â–²	132.7%	10,991	0.3%	Utilities
VTI Vanguard Total Stock Market ETF	$1,045,941	$9,250 â–¼	-0.9%	2,827	0.3%	ETF
TSLA Tesla	$1,035,517	$13,039 â–²	1.3%	2,462	0.3%	Consumer Discretionary
GE VERNOVA INC	$1,019,314	$463,858 â–²	83.5%	868	0.3%	COM
UBER Uber Technologies	$1,010,817	$139,846 â–²	16.1%	14,008	0.3%	Industrials
BLACKROCK ETF TRUST	$985,088	$985,088 â–²	New Holding	35,119	0.3%	ISHA SYST AL ETF
SGOL abrdn Physical Gold Shares ETF	$980,141	$3,938 â–¼	-0.4%	25,638	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$977,137	$63,149 â–²	6.9%	18,398	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$969,528	$651,019 â–²	204.4%	8,310	0.3%	CL A
MGK Vanguard Mega Cap Growth ETF	$964,636	$840,243 â–²	675.5%	10,973	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$953,379	$34,568 â–¼	-3.5%	18,920	0.3%	ETF
O Realty Income	$948,546	$21,500 â–²	2.3%	15,309	0.3%	Real Estate
MRK Merck & Co., Inc.	$942,035	$241,323 â–²	34.4%	7,331	0.3%	Healthcare
PANW Palo Alto Networks	$923,141	$57,632 â–²	6.7%	2,707	0.3%	Technology
SPYI NEOS S&P 500 High Income ETF	$917,289	$39,180 â–²	4.5%	17,278	0.3%	ETF
TXN Texas Instruments	$901,960	$67,662 â–¼	-7.0%	3,026	0.3%	Technology
MBB iShares MBS ETF	$895,199	$48,772 â–²	5.8%	9,471	0.2%	ETF
RYLD Global X Russell 2000 Covered Call ETF	$882,264	$56,317 â–²	6.8%	55,176	0.2%	ETF
TJX TJX Companies	$882,033	$29,846 â–²	3.5%	5,822	0.2%	Consumer Discretionary
KO CocaCola	$877,642	$621,396 â–²	242.5%	10,799	0.2%	Consumer Staples
VZ Verizon Communications	$875,737	$46,067 â–²	5.6%	20,683	0.2%	Communication Services
UTES Virtus Reaves Utilities ETF	$875,190	$41,606 â–²	5.0%	10,707	0.2%	ETF
SDIV Global X SuperDividend ETF	$863,612	$60,049 â–²	7.5%	35,336	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$848,811	$38,173 â–²	4.7%	27,839	0.2%	ETF
PG Procter & Gamble	$836,396	$88,127 â–²	11.8%	5,704	0.2%	Consumer Staples
SCHZ Schwab U.S. Aggregate Bond ETF	$826,065	$67,424 â–²	8.9%	35,714	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