Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, QQQ, SPY, IWD, and represent 18.11% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ, VIG, IWD, DLN, IVV, XLU, DON, SPHQ, WMT, TPL.
- Started 4 new stock positions in MTB, DYNF, QQQE, Ishares Bitcoin Tr.
- Reduced shares in these 10 stocks: CSCO, CMCSA, ETN, USFR, IVW, XLV, OEF, , EQIX, .
- Sold out of its positions in AFL, AGNC, AES, T, ARKK, ARKQ, ARKX, ABT, AEM, ABNB.
- Resurgent Financial Advisors was a net buyer of stock by $18M.
- Resurgent Financial Advisors has $197M in assets under management (AUM), dropping by 20.16%.
- Central Index Key (CIK): 0001912339
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Resurgent Financial Advisors holds 190 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 5.0 | $9.9M | +2% | 24k | 420.73 |
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Apple (AAPL) | 3.5 | $7.0M | 41k | 171.48 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $6.5M | +105% | 15k | 443.82 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $6.2M | +17% | 12k | 523.09 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 3.1 | $6.1M | +99% | 34k | 179.11 |
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Vanguard Specialized Funds Div App Etf (VIG) | 3.1 | $6.0M | +112% | 33k | 182.61 |
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Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $5.7M | +34% | 11k | 525.74 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $4.4M | +16% | 10k | 420.52 |
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JPMorgan Chase & Co. (JPM) | 2.1 | $4.2M | 21k | 200.30 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 1.7 | $3.4M | +100% | 48k | 72.19 |
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NVIDIA Corporation (NVDA) | 1.7 | $3.3M | +3% | 3.6k | 903.54 |
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Home Depot (HD) | 1.6 | $3.1M | -2% | 8.1k | 383.58 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.0M | +22% | 20k | 150.93 |
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Amazon (AMZN) | 1.4 | $2.8M | +6% | 16k | 180.38 |
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Chevron Corporation (CVX) | 1.3 | $2.6M | -3% | 17k | 157.75 |
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Wisdomtree Tr Us Midcap Divid (DON) | 1.3 | $2.5M | +125% | 52k | 48.77 |
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Eaton Corp SHS (ETN) | 1.2 | $2.4M | -14% | 7.7k | 312.68 |
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ConocoPhillips (COP) | 1.2 | $2.4M | +3% | 19k | 127.28 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $2.3M | +163% | 35k | 65.65 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $2.1M | +8% | 34k | 61.53 |
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Exxon Mobil Corporation (XOM) | 1.0 | $2.1M | +18% | 18k | 116.24 |
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $2.0M | +167% | 34k | 60.42 |
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Johnson & Johnson (JNJ) | 1.0 | $2.0M | -2% | 13k | 158.20 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.0M | +75% | 18k | 110.52 |
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Marathon Petroleum Corp (MPC) | 1.0 | $2.0M | -2% | 10k | 201.50 |
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Mondelez Intl Cl A (MDLZ) | 0.9 | $1.8M | -2% | 26k | 70.00 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $1.8M | +102% | 9.5k | 191.88 |
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Merck & Co (MRK) | 0.9 | $1.7M | -7% | 13k | 131.95 |
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Ishares Tr Core Total Usd (IUSB) | 0.9 | $1.7M | +38% | 37k | 45.59 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $1.7M | +103% | 19k | 89.90 |
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Wal-Mart Stores (WMT) | 0.9 | $1.7M | +208% | 28k | 60.17 |
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Walt Disney Company (DIS) | 0.8 | $1.7M | +30% | 14k | 122.36 |
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Visa Com Cl A (V) | 0.8 | $1.7M | 6.0k | 279.08 |
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Texas Pacific Land Corp (TPL) | 0.8 | $1.6M | +200% | 2.7k | 578.51 |
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Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.5M | +181% | 16k | 94.41 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $1.4M | +133% | 18k | 81.53 |
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Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.7 | $1.4M | +100% | 1.1k | 1193.74 |
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Stock Yards Ban (SYBT) | 0.7 | $1.3M | 27k | 48.91 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.2M | +47% | 6.8k | 182.69 |
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Quanta Services (PWR) | 0.6 | $1.2M | 4.8k | 259.80 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.2M | +154% | 22k | 54.24 |
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Highwoods Properties (HIW) | 0.6 | $1.2M | +89% | 44k | 26.18 |
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Amgen (AMGN) | 0.6 | $1.1M | 4.0k | 284.32 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.1M | -15% | 12k | 97.94 |
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Crown Castle Intl (CCI) | 0.6 | $1.1M | +15% | 11k | 105.83 |
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Pepsi (PEP) | 0.6 | $1.1M | -8% | 6.3k | 175.01 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $1.1M | +63% | 14k | 75.98 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.1M | +26% | 14k | 74.22 |
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Freeport-mcmoran CL B (FCX) | 0.5 | $1.1M | +3% | 23k | 47.02 |
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Danaher Corporation (DHR) | 0.5 | $1.1M | +16% | 4.2k | 249.72 |
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Union Pacific Corporation (UNP) | 0.5 | $1.0M | +33% | 4.3k | 245.93 |
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Duke Energy Corp Com New (DUK) | 0.5 | $1.0M | +49% | 11k | 96.70 |
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Shell Spon Ads (SHEL) | 0.5 | $1.0M | +64% | 15k | 67.04 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.0M | +91% | 28k | 36.19 |
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Pfizer (PFE) | 0.5 | $1.0M | +16% | 36k | 27.75 |
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Costco Wholesale Corporation (COST) | 0.5 | $1.0M | 1.4k | 732.63 |
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Vaneck Etf Trust Preferred Securt (PFXF) | 0.5 | $943k | +183% | 53k | 17.69 |
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Tesla Motors (TSLA) | 0.5 | $926k | +60% | 5.3k | 175.79 |
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Nextera Energy (NEE) | 0.5 | $926k | 15k | 63.91 |
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Cme (CME) | 0.5 | $887k | +57% | 4.1k | 215.29 |
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Motorola Solutions Com New (MSI) | 0.4 | $865k | 2.4k | 354.98 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $850k | +156% | 4.5k | 186.81 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $843k | -18% | 5.1k | 164.35 |
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Ishares Bitcoin Tr SHS | 0.4 | $834k | NEW | 21k | 40.47 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $832k | +62% | 3.7k | 224.93 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $830k | +12% | 14k | 58.11 |
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Procter & Gamble Company (PG) | 0.4 | $830k | +3% | 5.1k | 162.25 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $829k | -2% | 3.2k | 259.86 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $829k | +70% | 4.9k | 169.34 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $808k | +6% | 8.7k | 92.72 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $806k | +316% | 19k | 42.55 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $773k | -2% | 1.6k | 481.57 |
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Chubb (CB) | 0.4 | $766k | -2% | 3.0k | 259.13 |
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Medtronic SHS (MDT) | 0.4 | $761k | +59% | 8.7k | 87.15 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $754k | +45% | 2.6k | 288.03 |
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Deere & Company (DE) | 0.4 | $741k | +18% | 1.8k | 410.74 |
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Ishares Tr Eafe Value Etf (EFV) | 0.4 | $727k | +2% | 13k | 54.40 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $717k | +57% | 5.9k | 120.99 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $712k | +100% | 15k | 48.21 |
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Broadcom (AVGO) | 0.3 | $681k | +14% | 514.00 | 1325.41 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $681k | +100% | 21k | 32.23 |
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UnitedHealth (UNH) | 0.3 | $676k | 1.4k | 494.70 |
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Morgan Stanley Com New (MS) | 0.3 | $673k | -17% | 7.1k | 94.16 |
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Republic Services (RSG) | 0.3 | $661k | -18% | 3.5k | 191.44 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.3 | $638k | +17% | 30k | 21.24 |
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $637k | +100% | 27k | 23.77 |
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Ishares Tr Mbs Etf (MBB) | 0.3 | $636k | +2% | 6.9k | 92.42 |
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Altria (MO) | 0.3 | $618k | 14k | 43.62 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $611k | +100% | 7.5k | 81.43 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $599k | +5% | 617.00 | 970.47 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $597k | -31% | 7.1k | 84.44 |
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Edwards Lifesciences (EW) | 0.3 | $596k | +16% | 6.2k | 95.56 |
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Permian Basin Rty Tr Unit Ben Int (PBT) | 0.3 | $581k | 48k | 12.10 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $575k | +16% | 12k | 48.99 |
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Celsius Hldgs Com New (CELH) | 0.3 | $574k | -13% | 6.9k | 82.92 |
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Texas Instruments Incorporated (TXN) | 0.3 | $574k | -9% | 3.3k | 174.21 |
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Verizon Communications (VZ) | 0.3 | $571k | +5% | 14k | 41.96 |
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Lockheed Martin Corporation (LMT) | 0.3 | $556k | -15% | 1.2k | 454.87 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $537k | -16% | 15k | 35.84 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $534k | +20% | 5.1k | 103.79 |
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TJX Companies (TJX) | 0.3 | $534k | -5% | 5.3k | 101.42 |
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Essential Utils (WTRG) | 0.3 | $534k | 14k | 37.05 |
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Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.3 | $528k | +51% | 21k | 25.09 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $518k | 4.5k | 115.30 |
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Eli Lilly & Co. (LLY) | 0.3 | $514k | +11% | 660.00 | 778.01 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $504k | 8.1k | 62.06 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $498k | +4% | 1.6k | 320.59 |
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Ferguson SHS (FERG) | 0.2 | $489k | -17% | 2.2k | 218.43 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $486k | +141% | 9.6k | 50.45 |
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Trane Technologies SHS (TT) | 0.2 | $473k | +45% | 1.6k | 300.20 |
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Intercontinental Exchange (ICE) | 0.2 | $469k | +717% | 3.4k | 137.43 |
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Abbvie (ABBV) | 0.2 | $465k | -3% | 2.6k | 182.10 |
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Hess (HES) | 0.2 | $462k | -4% | 3.0k | 152.64 |
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Cintas Corporation (CTAS) | 0.2 | $451k | +3% | 657.00 | 687.03 |
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Moody's Corporation (MCO) | 0.2 | $451k | +14% | 1.1k | 393.03 |
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Synopsys (SNPS) | 0.2 | $440k | +25% | 770.00 | 571.50 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $439k | +47% | 4.6k | 94.87 |
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Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.2 | $439k | +52% | 14k | 31.81 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $433k | -13% | 8.4k | 51.60 |
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Metropcs Communications (TMUS) | 0.2 | $429k | +5% | 2.6k | 163.22 |
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Markel Corporation (MKL) | 0.2 | $418k | +10% | 275.00 | 1521.48 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $418k | +23% | 999.00 | 418.01 |
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Air Products & Chemicals (APD) | 0.2 | $415k | -6% | 1.7k | 242.27 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $411k | -56% | 9.5k | 43.35 |
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Intel Corporation (INTC) | 0.2 | $404k | +4% | 9.1k | 44.17 |
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Linde SHS (LIN) | 0.2 | $397k | +20% | 855.00 | 464.32 |
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Iqvia Holdings (IQV) | 0.2 | $394k | +499% | 1.6k | 252.89 |
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Cisco Systems (CSCO) | 0.2 | $392k | -74% | 7.9k | 49.91 |
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Ishares Msci Emrg Chn (EMXC) | 0.2 | $382k | -10% | 6.6k | 57.57 |
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Kkr & Co (KKR) | 0.2 | $378k | 3.8k | 100.58 |
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McDonald's Corporation (MCD) | 0.2 | $372k | 1.3k | 281.91 |
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Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $371k | NEW | 8.4k | 44.40 |
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M&T Bank Corporation (MTB) | 0.2 | $370k | NEW | 2.5k | 145.44 |
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salesforce (CRM) | 0.2 | $368k | 1.2k | 301.18 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $368k | +72% | 1.8k | 205.72 |
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Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $366k | +100% | 18k | 20.34 |
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Williams Companies (WMB) | 0.2 | $359k | +24% | 9.2k | 38.97 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $355k | -17% | 3.7k | 94.62 |
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Target Corporation (TGT) | 0.2 | $351k | -2% | 2.0k | 177.21 |
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CVS Caremark Corporation (CVS) | 0.2 | $346k | +45% | 4.3k | 79.76 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $341k | 676.00 | 504.60 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $341k | +80% | 6.0k | 56.39 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $337k | -2% | 2.5k | 135.06 |
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Oracle Corporation (ORCL) | 0.2 | $335k | 2.7k | 125.61 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $329k | +462% | 5.4k | 60.74 |
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Microchip Technology (MCHP) | 0.2 | $328k | -9% | 3.7k | 89.71 |
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Devon Energy Corporation (DVN) | 0.2 | $319k | +72% | 6.4k | 50.18 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $313k | -33% | 2.9k | 108.92 |
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Phillips 66 (PSX) | 0.2 | $309k | +84% | 1.9k | 163.34 |
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American Tower Reit (AMT) | 0.2 | $307k | 1.6k | 197.59 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $300k | -46% | 2.0k | 147.73 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $290k | +100% | 522.00 | 555.94 |
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EOG Resources (EOG) | 0.1 | $287k | +10% | 2.2k | 127.84 |
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Thermo Fisher Scientific (TMO) | 0.1 | $273k | 469.00 | 581.21 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $272k | -31% | 5.4k | 50.69 |
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Ishares Tr Core High Dv Etf (HDV) | 0.1 | $265k | +60% | 2.4k | 110.21 |
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Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.1 | $253k | +135% | 12k | 20.73 |
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Rio Tinto Sponsored Adr (RIO) | 0.1 | $246k | +136% | 3.9k | 63.74 |
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Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $242k | +100% | 20k | 12.12 |
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $238k | 16k | 15.21 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $234k | 1.5k | 152.26 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $233k | 939.00 | 247.77 |
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Advanced Micro Devices (AMD) | 0.1 | $233k | +113% | 1.3k | 180.49 |
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Truist Financial Corp equities (TFC) | 0.1 | $232k | +53% | 5.9k | 38.98 |
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J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $232k | +96% | 4.1k | 55.97 |
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Citigroup Com New (C) | 0.1 | $230k | -29% | 3.6k | 63.25 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $228k | -22% | 2.0k | 114.96 |
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Global X Fds Internet Of Thng (SNSR) | 0.1 | $227k | +125% | 6.3k | 36.23 |
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BP Sponsored Adr (BP) | 0.1 | $221k | 5.9k | 37.68 |
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Principal Financial (PFG) | 0.1 | $219k | 2.5k | 86.31 |
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Goldman Sachs (GS) | 0.1 | $219k | +61% | 523.00 | 417.69 |
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Ishares Tr Us Infrastruc (IFRA) | 0.1 | $218k | -45% | 5.0k | 43.36 |
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Bandwidth Com Cl A (BAND) | 0.1 | $216k | +4% | 12k | 18.26 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $210k | +784% | 2.6k | 80.51 |
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American Water Works (AWK) | 0.1 | $210k | 1.7k | 122.21 |
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $210k | NEW | 2.4k | 89.20 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $209k | +45% | 2.6k | 79.85 |
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Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.1 | $207k | +84% | 20k | 10.48 |
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Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.1 | $206k | -27% | 4.6k | 45.24 |
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Philip Morris International (PM) | 0.1 | $206k | 2.2k | 91.62 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $204k | +184% | 1.6k | 128.40 |
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Meta Platforms Cl A (META) | 0.1 | $203k | +27% | 418.00 | 485.58 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $202k | -12% | 1.8k | 110.54 |
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Etf Ser Solutions Defiance Quant (QTUM) | 0.1 | $201k | +162% | 3.3k | 61.37 |
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Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $201k | 10k | 20.05 |
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Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $99k | +103% | 14k | 7.19 |
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Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $79k | +100% | 15k | 5.31 |
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Hecla Mining Company (HL) | 0.0 | $48k | 10k | 4.81 |
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Iamgold Corp (IAG) | 0.0 | $33k | 10k | 3.33 |
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Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) | 0.0 | $4.5k | +305% | 1.6k | 2.83 |
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Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2024 Q1 filed May 10, 2024
- Resurgent Financial Advisors 2023 Q4 filed Feb. 9, 2024
- Resurgent Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Resurgent Financial Advisors 2023 Q2 filed Aug. 14, 2023
- Resurgent Financial Advisors 2023 Q1 filed May 15, 2023
- Resurgent Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Resurgent Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Resurgent Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Resurgent Financial Advisors 2022 Q1 filed May 16, 2022
- Resurgent Financial Advisors 2021 Q4 filed May 16, 2022