$161 Million is the total value of Resurgent Financial Advisors LLC's 192 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 64.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $11,437,000 | -12.5% | 31,548 | -4.0% | 7.10% | -31.9% |
| AAPL | Buy | APPLE INC | $9,579,000 | +8.3% | 54,860 | +10.2% | 5.94% | -15.7% |
| MSFT | Buy | MICROSOFT CORP | $7,625,000 | +14.9% | 24,733 | +25.4% | 4.73% | -10.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,167,000 | +113.0% | 13,654 | +124.0% | 3.83% | +65.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,004,000 | -36.9% | 14,637 | -31.6% | 1.86% | -50.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,862,000 | +70.9% | 1,029 | +78.0% | 1.78% | +32.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,845,000 | -13.0% | 57,419 | -10.7% | 1.76% | -32.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,838,000 | +16.7% | 6,256 | +22.8% | 1.76% | -9.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,609,000 | +2.3% | 19,143 | +18.8% | 1.62% | -20.4% |
| QQQ | Sell | INVESCO QQQ TRput | $2,550,000 | +12.1% | 26,300 | -10.2% | 1.58% | -12.8% |
| AMZN | Buy | AMAZON COM INC | $2,536,000 | +76.8% | 778 | +80.9% | 1.57% | +37.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,522,000 | +81.2% | 7,273 | +89.9% | 1.56% | +41.0% |
| HD | Buy | HOME DEPOT INC | $2,452,000 | -10.6% | 8,194 | +23.9% | 1.52% | -30.4% |
| CVX | Buy | CHEVRON CORP NEW | $2,417,000 | +48.6% | 14,846 | +7.1% | 1.50% | +15.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,193,000 | +31.9% | 6,214 | +11.8% | 1.36% | +2.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,860,000 | +21.6% | 10,495 | +17.3% | 1.15% | -5.4% |
| PFE | Buy | PFIZER INC | $1,824,000 | +31.3% | 35,225 | +49.8% | 1.13% | +2.3% |
| COP | Sell | CONOCOPHILLIPS | $1,799,000 | +13.6% | 17,991 | -18.1% | 1.12% | -11.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,714,000 | +6.7% | 10,572 | +13.0% | 1.06% | -16.9% |
| MDT | Buy | MEDTRONIC PLC | $1,634,000 | +26.8% | 14,727 | +18.2% | 1.01% | -1.4% |
| BAC | Buy | BK OF AMERICA CORP | $1,633,000 | +5.8% | 39,621 | +14.1% | 1.01% | -17.7% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,574,000 | +18.5% | 8,527 | +34.0% | 0.98% | -7.7% |
| WMT | Buy | WALMART INC | $1,569,000 | +24.8% | 10,534 | +21.3% | 0.97% | -2.8% |
| DE | Buy | DEERE & CO | $1,524,000 | +40.7% | 3,667 | +16.0% | 0.95% | +9.6% |
| V | Buy | VISA INC | $1,469,000 | +40.2% | 6,624 | +37.1% | 0.91% | +9.1% |
| SYBT | STOCK YDS BANCORP INC | $1,446,000 | -17.2% | 27,328 | 0.0% | 0.90% | -35.6% | |
| DIS | Buy | DISNEY WALT CO | $1,267,000 | +28.8% | 9,237 | +45.5% | 0.79% | +0.1% |
| ETN | Buy | EATON CORP PLC | $1,264,000 | -5.0% | 8,330 | +8.3% | 0.78% | -26.0% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,232,000 | +8.3% | 911 | 0.0% | 0.76% | -15.7% | |
| AVGO | Buy | BROADCOM INC | $1,211,000 | +445.5% | 1,923 | +475.7% | 0.75% | +324.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,172,000 | +23.5% | 10,863 | +31.1% | 0.73% | -4.0% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $1,157,000 | +0.1% | 17,609 | +0.6% | 0.72% | -22.1% |
| DHR | Buy | DANAHER CORPORATION | $1,137,000 | -1.0% | 3,876 | +11.0% | 0.71% | -22.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,080,000 | +4.1% | 17,199 | +10.0% | 0.67% | -19.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,074,000 | +6.8% | 28,020 | +8.8% | 0.67% | -17.0% |
| ABBV | Buy | ABBVIE INC | $1,073,000 | +199.7% | 6,618 | +150.2% | 0.67% | +133.7% |
| PEP | Buy | PEPSICO INC | $1,065,000 | +31.6% | 6,362 | +36.6% | 0.66% | +2.5% |
| UNP | Buy | UNION PAC CORP | $1,030,000 | +15.7% | 3,770 | +6.7% | 0.64% | -10.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,020,000 | +37.8% | 12,361 | +2.2% | 0.63% | +7.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,020,000 | +58.1% | 14,294 | +62.2% | 0.63% | +23.2% |
| FB | Buy | META PLATFORMS INCcl a | $985,000 | -14.8% | 4,431 | +28.9% | 0.61% | -33.7% |
| NEE | Buy | NEXTERA ENERGY INC | $977,000 | +0.7% | 11,528 | +10.9% | 0.61% | -21.6% |
| MPC | Sell | MARATHON PETE CORP | $975,000 | +33.0% | 11,401 | -0.5% | 0.60% | +3.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $964,000 | +0.5% | 4,236 | +6.7% | 0.60% | -21.8% |
| NVDA | Buy | NVIDIA CORPORATION | $920,000 | +222.8% | 3,373 | +248.5% | 0.57% | +151.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $915,000 | -2.9% | 12,424 | +3.8% | 0.57% | -24.4% |
| MRK | Buy | MERCK & CO INC | $914,000 | +61.5% | 11,146 | +51.0% | 0.57% | +25.7% |
| IXP | New | ISHARES TRput | $857,000 | – | 13,700 | +100.0% | 0.53% | – |
| HIW | Buy | HIGHWOODS PPTYS INC | $854,000 | +13.4% | 18,681 | +10.7% | 0.53% | -11.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $848,000 | +9.0% | 5,546 | +16.6% | 0.53% | -15.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $847,000 | +4.2% | 8,220 | +7.0% | 0.53% | -18.8% |
| EOG | Buy | EOG RES INC | $837,000 | +45.8% | 7,020 | +8.8% | 0.52% | +13.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $805,000 | -5.2% | 20,825 | +1.8% | 0.50% | -26.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $801,000 | +54.3% | 10,257 | +60.5% | 0.50% | +20.0% |
| CSCO | Buy | CISCO SYS INC | $798,000 | +33.0% | 14,306 | +51.0% | 0.50% | +3.6% |
| CME | Buy | CME GROUP INC | $789,000 | +30.6% | 3,316 | +25.5% | 0.49% | +1.7% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $787,000 | +80.9% | 15,814 | +51.5% | 0.49% | +40.6% |
| DON | Buy | WISDOMTREE TRus midcap divid | $774,000 | +11.7% | 17,424 | +11.5% | 0.48% | -13.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $752,000 | +1.8% | 6,390 | +11.9% | 0.47% | -20.7% |
| WTRG | Buy | ESSENTIAL UTILS INC | $748,000 | -3.4% | 14,634 | +1.5% | 0.46% | -24.8% |
| MO | Buy | ALTRIA GROUP INC | $745,000 | +16.2% | 14,259 | +5.4% | 0.46% | -9.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $735,000 | +69.4% | 1,440 | +66.7% | 0.46% | +31.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $731,000 | +22.7% | 4,156 | +24.8% | 0.45% | -4.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $724,000 | +30.9% | 14,226 | +33.7% | 0.45% | +1.8% |
| CB | Buy | CHUBB LIMITED | $712,000 | +14.5% | 3,330 | +3.5% | 0.44% | -10.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $698,000 | +40.7% | 6,215 | +40.4% | 0.43% | +9.6% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $688,000 | -8.6% | 2,841 | +2.5% | 0.43% | -28.8% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $665,000 | -4.3% | 10,956 | -0.9% | 0.41% | -25.5% |
| REGN | New | REGENERON PHARMACEUTICALS | $665,000 | – | 952 | +100.0% | 0.41% | – |
| INTC | Buy | INTEL CORP | $664,000 | +55.9% | 13,403 | +62.1% | 0.41% | +21.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $662,000 | -4.6% | 19,308 | +1.4% | 0.41% | -25.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $661,000 | +14.2% | 14,127 | +22.9% | 0.41% | -11.3% |
| CVS | Buy | CVS HEALTH CORP | $635,000 | +93.6% | 6,282 | +97.1% | 0.39% | +50.4% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $613,000 | -1.1% | 6,070 | +4.7% | 0.38% | -23.1% |
| RPD | New | RAPID7 INC | $604,000 | – | 5,431 | +100.0% | 0.38% | – |
| PBT | PERMIAN BASIN RTY TRunit ben int | $600,000 | +23.7% | 48,000 | 0.0% | 0.37% | -3.9% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $592,000 | +50.6% | 1,656 | +51.4% | 0.37% | +17.3% |
| BLK | Sell | BLACKROCK INC | $585,000 | -17.8% | 766 | -1.5% | 0.36% | -36.1% |
| CRM | New | SALESFORCE COM INC | $560,000 | – | 2,639 | +100.0% | 0.35% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $543,000 | +80.4% | 1,230 | +45.0% | 0.34% | +40.4% |
| ARKK | New | ARK ETF TRinnovation etf | $540,000 | – | 8,152 | +100.0% | 0.34% | – |
| TSLA | Buy | TESLA INC | $534,000 | +50.4% | 496 | +47.6% | 0.33% | +17.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $532,000 | -13.4% | 2,128 | +5.5% | 0.33% | -32.7% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $530,000 | +68.8% | 21,674 | +79.0% | 0.33% | +31.6% |
| EQIX | New | EQUINIX INC | $526,000 | – | 709 | +100.0% | 0.33% | – |
| TXN | Sell | TEXAS INSTRS INC | $510,000 | -8.8% | 2,780 | -6.3% | 0.32% | -29.1% |
| TGT | Buy | TARGET CORP | $497,000 | +3.8% | 2,343 | +13.1% | 0.31% | -19.4% |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $494,000 | – | 11,250 | +100.0% | 0.31% | – |
| NTR | Sell | NUTRIEN LTD | $493,000 | +18.5% | 4,744 | -14.3% | 0.31% | -7.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $473,000 | +130.7% | 6,472 | +97.3% | 0.29% | +80.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $472,000 | +0.4% | 4,407 | +7.0% | 0.29% | -21.9% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $471,000 | +105.7% | 1,745 | +135.8% | 0.29% | +59.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $466,000 | +106.2% | 167 | +114.1% | 0.29% | +60.6% |
| ILMN | New | ILLUMINA INC | $433,000 | – | 1,240 | +100.0% | 0.27% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $433,000 | – | 1,908 | +100.0% | 0.27% | – |
| IQV | New | IQVIA HLDGS INC | $430,000 | – | 1,859 | +100.0% | 0.27% | – |
| ASGN | New | ASGN INC | $431,000 | – | 3,691 | +100.0% | 0.27% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $425,000 | – | 5,299 | +100.0% | 0.26% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $422,000 | -5.6% | 7,842 | +99.6% | 0.26% | -26.4% |
| AAC | New | ARES ACQUISITION CORPORATION | $415,000 | – | 42,300 | +100.0% | 0.26% | – |
| BX | New | BLACKSTONE INC | $401,000 | – | 3,158 | +100.0% | 0.25% | – |
| RSG | Sell | REPUBLIC SVCS INC | $401,000 | -5.9% | 3,024 | -0.9% | 0.25% | -26.8% |
| EPS | WISDOMTREE TRus largecap fund | $400,000 | -4.1% | 8,280 | 0.0% | 0.25% | -25.3% | |
| SCCO | Buy | SOUTHERN COPPER CORP | $396,000 | +78.4% | 5,213 | +44.8% | 0.25% | +39.0% |
| HDV | New | ISHARES TRcore high dv etf | $387,000 | – | 3,623 | +100.0% | 0.24% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $373,000 | +30.4% | 3,156 | +19.5% | 0.23% | +1.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $373,000 | +5.7% | 4,969 | +22.7% | 0.23% | -17.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $370,000 | +14.2% | 1,382 | +20.8% | 0.23% | -10.9% |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $369,000 | – | 7,450 | +100.0% | 0.23% | – |
| ESGU | New | ISHARES TResg awr msci usa | $366,000 | – | 3,612 | +100.0% | 0.23% | – |
| IUSB | New | ISHARES TRcore total usd | $364,000 | – | 7,335 | +100.0% | 0.23% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $361,000 | -11.7% | 7,989 | -4.7% | 0.22% | -31.3% |
| QCOM | New | QUALCOMM INC | $360,000 | – | 2,353 | +100.0% | 0.22% | – |
| AMGN | Buy | AMGEN INC | $352,000 | +28.9% | 1,455 | +19.8% | 0.22% | 0.0% |
| GLW | New | CORNING INC | $349,000 | – | 9,459 | +100.0% | 0.22% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $349,000 | – | 1,337 | +100.0% | 0.22% | – |
| IXUS | Buy | ISHARES TRcore msci total | $346,000 | +21.4% | 5,196 | +29.4% | 0.22% | -5.3% |
| SPY | New | SPDR S&P 500 ETF TRput | $334,000 | – | 4,800 | +100.0% | 0.21% | – |
| ABT | New | ABBOTT LABS | $327,000 | – | 2,762 | +100.0% | 0.20% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $323,000 | +46.2% | 561 | +44.2% | 0.20% | +13.6% |
| MELI | New | MERCADOLIBRE INC | $320,000 | – | 269 | +100.0% | 0.20% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $316,000 | – | 3,022 | +100.0% | 0.20% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $314,000 | -13.7% | 4,200 | +89.2% | 0.20% | -32.8% |
| IWD | New | ISHARES TRrus 1000 val etf | $313,000 | – | 1,885 | +100.0% | 0.19% | – |
| New | APOLLO GLOBAL MGMT INC | $304,000 | – | 4,899 | +100.0% | 0.19% | – | |
| KFRC | New | KFORCE INC | $301,000 | – | 4,073 | +100.0% | 0.19% | – |
| LULU | New | LULULEMON ATHLETICA INC | $300,000 | – | 821 | +100.0% | 0.19% | – |
| MMM | New | 3M CO | $299,000 | – | 2,007 | +100.0% | 0.19% | – |
| TSCO | Buy | TRACTOR SUPPLY CO | $295,000 | -2.3% | 1,266 | +0.1% | 0.18% | -24.1% |
| TAIL | Buy | CAMBRIA ETF TRtail risk | $294,000 | +54.7% | 17,652 | +65.8% | 0.18% | +20.5% |
| BBY | Buy | BEST BUY INC | $292,000 | -9.6% | 3,217 | +1.3% | 0.18% | -29.8% |
| CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $291,000 | +10.6% | 15,000 | +1.4% | 0.18% | -13.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $289,000 | -0.7% | 7,940 | +7.4% | 0.18% | -22.8% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $288,000 | – | 2,162 | +100.0% | 0.18% | – |
| GILD | New | GILEAD SCIENCES INC | $289,000 | – | 4,873 | +100.0% | 0.18% | – |
| SQ | New | BLOCK INCcl a | $277,000 | – | 2,043 | +100.0% | 0.17% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $275,000 | +34.1% | 2,006 | +37.9% | 0.17% | +4.9% |
| AMD | New | ADVANCED MICRO DEVICES INC | $267,000 | – | 2,449 | +100.0% | 0.17% | – |
| ORCL | Buy | ORACLE CORP | $267,000 | +12.7% | 3,230 | +18.8% | 0.17% | -12.2% |
| ITB | New | ISHARES TRus home cons etf | $268,000 | – | 4,507 | +100.0% | 0.17% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $268,000 | – | 4,270 | +100.0% | 0.17% | – |
| TTD | New | THE TRADE DESK INC | $261,000 | – | 3,768 | +100.0% | 0.16% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $253,000 | +5.9% | 1,009 | +23.7% | 0.16% | -17.8% |
| ROKU | New | ROKU INC | $251,000 | – | 2,000 | +100.0% | 0.16% | – |
| SHOP | New | SHOPIFY INCcl a | $251,000 | – | 371 | +100.0% | 0.16% | – |
| SUI | New | SUN CMNTYS INC | $249,000 | – | 1,420 | +100.0% | 0.16% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $250,000 | +47.1% | 16,917 | +9.0% | 0.16% | +14.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $248,000 | -6.1% | 2,280 | +2.6% | 0.15% | -26.7% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $248,000 | – | 5,372 | +100.0% | 0.15% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $242,000 | +20.4% | 718 | +48.0% | 0.15% | -6.2% |
| DFJ | New | WISDOMTREE TRjp smallcp div | $241,000 | – | 3,660 | +100.0% | 0.15% | – |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $242,000 | +8.0% | 3,187 | +14.4% | 0.15% | -16.2% |
| TIP | New | ISHARES TRtips bd etf | $238,000 | – | 1,908 | +100.0% | 0.15% | – |
| OKTA | New | OKTA INCcl a | $235,000 | – | 1,557 | +100.0% | 0.15% | – |
| EFV | New | ISHARES TReafe value etf | $236,000 | – | 4,704 | +100.0% | 0.15% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $236,000 | – | 1,101 | +100.0% | 0.15% | – |
| SHW | New | SHERWIN WILLIAMS CO | $234,000 | – | 937 | +100.0% | 0.14% | – |
| TFC | New | TRUIST FINL CORP | $234,000 | – | 4,126 | +100.0% | 0.14% | – |
| T | Buy | AT&T INC | $229,000 | +10.1% | 9,682 | +14.5% | 0.14% | -14.5% |
| WMB | New | WILLIAMS COS INC | $225,000 | – | 6,725 | +100.0% | 0.14% | – |
| TJX | Buy | TJX COS INC NEW | $225,000 | -17.9% | 3,720 | +3.0% | 0.14% | -35.8% |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $225,000 | – | 6,115 | +100.0% | 0.14% | – |
| KKR | Buy | KKR & CO INC | $222,000 | -18.7% | 3,790 | +3.3% | 0.14% | -36.7% |
| KO | New | COCA COLA CO | $220,000 | – | 3,546 | +100.0% | 0.14% | – |
| IFRA | Buy | ISHARES TRus infrastruc | $220,000 | +5.3% | 5,655 | +3.5% | 0.14% | -18.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $221,000 | – | 2,232 | +100.0% | 0.14% | – |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $221,000 | -6.8% | 4,435 | -0.3% | 0.14% | -27.5% |
| BDX | New | BECTON DICKINSON & CO | $220,000 | – | 826 | +100.0% | 0.14% | – |
| TMUS | New | T-MOBILE US INC | $218,000 | – | 1,698 | +100.0% | 0.14% | – |
| CI | New | CIGNA CORP NEW | $213,000 | – | 889 | +100.0% | 0.13% | – |
| BKNG | New | BOOKING HOLDINGS INC | $209,000 | – | 89 | +100.0% | 0.13% | – |
| DLR | New | DIGITAL RLTY TR INC | $210,000 | – | 1,482 | +100.0% | 0.13% | – |
| IEMG | New | ISHARES INCcore msci emkt | $209,000 | – | 3,760 | +100.0% | 0.13% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $209,000 | – | 2,003 | +100.0% | 0.13% | – |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEput | $208,000 | -11.1% | 3,700 | -61.9% | 0.13% | -31.0% |
| USMV | New | ISHARES TRmsci usa min vol | $206,000 | – | 2,650 | +100.0% | 0.13% | – |
| NSC | New | NORFOLK SOUTHN CORP | $206,000 | – | 723 | +100.0% | 0.13% | – |
| LOW | New | LOWES COS INC | $205,000 | – | 1,015 | +100.0% | 0.13% | – |
| JBL | New | JABIL INC | $203,000 | – | 3,294 | +100.0% | 0.13% | – |
| MU | New | MICRON TECHNOLOGY INC | $203,000 | – | 2,600 | +100.0% | 0.13% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $202,000 | – | 444 | +100.0% | 0.12% | – |
| AIG | New | AMERICAN INTL GROUP INC | $201,000 | – | 3,198 | +100.0% | 0.12% | – |
| PPG | New | PPG INDS INC | $200,000 | – | 1,532 | +100.0% | 0.12% | – |
| ENB | New | ENBRIDGE INC | $200,000 | – | 4,337 | +100.0% | 0.12% | – |
| NOK | New | NOKIA CORPsponsored adr | $180,000 | – | 32,939 | +100.0% | 0.11% | – |
| SPGS | New | SIMON PROPERTY GRP ACQ HOLDI | $161,000 | – | 16,500 | +100.0% | 0.10% | – |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $156,000 | +21.9% | 10,093 | 0.0% | 0.10% | -4.9% | |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC | $116,000 | – | 17,776 | +100.0% | 0.07% | – |
| HL | HECLA MNG CO | $66,000 | +26.9% | 10,000 | 0.0% | 0.04% | 0.0% | |
| ORGNW | New | ORIGIN MATERIALS INC*w exp 06/25/202 | $59,000 | – | 38,000 | +100.0% | 0.04% | – |
| IAG | IAMGOLD CORP | $35,000 | +12.9% | 10,000 | 0.0% | 0.02% | -12.0% | |
| WEAT | New | TEUCRIUM COMMODITY TRcall | $30,000 | – | 10,000 | +100.0% | 0.02% | – |
| OVB | Exit | LISTED FD TRshares core bd | $0 | – | -7,902 | -100.0% | -0.16% | – |
| QQQ | Exit | INVESCO QQQ TRcall | $0 | – | -3,500 | -100.0% | -0.16% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -3,200 | -100.0% | -0.17% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -1,300 | -100.0% | -0.17% | – |
| IWM | Exit | ISHARES TRcall | $0 | – | -11,100 | -100.0% | -0.18% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -8,421 | -100.0% | -0.18% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -6,611 | -100.0% | -0.19% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -2,736 | -100.0% | -0.22% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -4,600 | -100.0% | -0.58% | – |
| IWM | Exit | ISHARES TRput | $0 | – | -28,200 | -100.0% | -0.90% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -11,943 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 5.3% |
| INVESCO QQQ TR | 8 | Q3 2023 | 10.4% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 2.8% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.2% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.1% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 2.0% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.1% |
| ALPHABET INC | 8 | Q3 2023 | 1.8% |
View Resurgent Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| D | 2022-08-30 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-05-16 |
View Resurgent Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.