$150 Million is the total value of Resurgent Financial Advisors LLC's 204 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYBT | STOCK YDS BANCORP INC | $1,859,000 | +13.7% | 27,328 | 0.0% | 1.24% | +18.6% | |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,619,000 | +19.4% | 911 | 0.0% | 1.08% | +24.5% | |
| COP | CONOCOPHILLIPS | $1,540,000 | +13.9% | 15,053 | 0.0% | 1.03% | +18.8% | |
| PBT | PERMIAN BASIN RTY TRunit ben int | $784,000 | -1.3% | 48,000 | 0.0% | 0.52% | +2.9% | |
| WTRG | ESSENTIAL UTILS INC | $605,000 | -9.8% | 14,632 | 0.0% | 0.40% | -6.0% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $411,000 | -2.6% | 350 | 0.0% | 0.28% | +1.9% | |
| PCK | PIMCO CALIF MUN INCOME FD II | $324,000 | -6.6% | 50,645 | 0.0% | 0.22% | -2.3% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $312,000 | -4.6% | 3,465 | 0.0% | 0.21% | -0.5% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $309,000 | -5.2% | 7,014 | 0.0% | 0.21% | -1.0% | |
| CAT | CATERPILLAR INC | $270,000 | -8.5% | 1,648 | 0.0% | 0.18% | -4.8% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $234,000 | -7.1% | 15,000 | 0.0% | 0.16% | -3.7% | |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $231,000 | +25.5% | 10,093 | 0.0% | 0.15% | +30.5% | |
| WM | WASTE MGMT INC DEL | $217,000 | +4.8% | 1,353 | 0.0% | 0.14% | +9.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $209,000 | +6.1% | 16,904 | 0.0% | 0.14% | +11.1% | |
| SPGS | SIMON PROPERTY GRP ACQ HOLDI | $163,000 | +0.6% | 16,500 | 0.0% | 0.11% | +4.8% | |
| HL | HECLA MNG CO | $39,000 | 0.0% | 10,000 | 0.0% | 0.03% | +4.0% | |
| IAG | IAMGOLD CORP | $11,000 | -31.2% | 10,000 | 0.0% | 0.01% | -30.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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 | 2024-05-10 |
| 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 |
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.