Resurgent Financial Advisors LLC - Q2 2023 holdings

$151 Million is the total value of Resurgent Financial Advisors LLC's 505 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 12.2% .

 Value Shares↓ Weighting
AAPL SellAPPLE INC$8,329,160
+17.6%
42,940
-0.0%
5.50%
+16.6%
MSFT SellMICROSOFT CORP$7,980,553
+7.3%
23,435
-9.1%
5.27%
+6.5%
IVV SellISHARES TRcore s&p500 etf$3,659,548
-7.1%
8,211
-14.3%
2.42%
-7.9%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$2,973,179
+10.2%
8,719
-0.2%
1.96%
+9.4%
HD SellHOME DEPOT INC$2,841,175
+4.1%
9,146
-1.1%
1.88%
+3.2%
AMZN SellAMAZON COM INC$2,417,787
+22.0%
18,547
-3.3%
1.60%
+21.0%
QQQ SellINVESCO QQQ TRunit ser 1$2,278,193
-27.1%
6,167
-36.7%
1.50%
-27.7%
ETN SellEATON CORP PLC$1,994,912
+17.1%
9,920
-0.2%
1.32%
+16.2%
GOOGL SellALPHABET INCcap stk cl a$1,988,456
+6.9%
16,612
-7.4%
1.31%
+6.1%
MDLZ SellMONDELEZ INTL INCcl a$1,927,440
+2.0%
26,425
-2.5%
1.27%
+1.3%
SPY SellSPDR S&P 500 ETF TRtr unit$1,805,689
-45.5%
4,073
-49.6%
1.19%
-45.9%
XOM SellEXXON MOBIL CORP$1,425,996
-3.2%
13,296
-1.0%
0.94%
-3.9%
NEE SellNEXTERA ENERGY INC$1,308,072
-9.6%
17,629
-6.1%
0.86%
-10.3%
PEP SellPEPSICO INC$1,295,429
+1.3%
6,994
-0.3%
0.86%
+0.4%
NVDA SellNVIDIA CORPORATION$1,290,993
+8.2%
3,052
-28.9%
0.85%
+7.3%
MPC SellMARATHON PETE CORP$1,280,268
-13.7%
10,980
-0.2%
0.84%
-14.4%
PFE SellPFIZER INC$1,161,216
-10.9%
31,658
-0.9%
0.77%
-11.5%
QQQM SellINVESCO EXCH TRADED FD TR IInasdaq 100 etf$1,113,390
-0.1%
7,326
-13.3%
0.74%
-0.9%
V SellVISA INC$1,073,237
+2.9%
4,519
-2.3%
0.71%
+2.2%
DHR SellDANAHER CORPORATION$1,007,760
-12.2%
4,199
-7.8%
0.66%
-13.0%
PWR SellQUANTA SVCS INC$962,212
+4.5%
4,898
-11.3%
0.64%
+3.6%
DON SellWISDOMTREE TRus midcap divid$942,378
+1.5%
22,411
-1.1%
0.62%
+0.6%
PG SellPROCTER AND GAMBLE CO$837,301
+1.1%
5,518
-1.0%
0.55%
+0.4%
VTI SellVANGUARD INDEX FDStotal stk mkt$818,335
+2.0%
3,715
-5.5%
0.54%
+1.1%
SCHV SellSCHWAB STRATEGIC TRus lcap va etf$760,633
-8.2%
11,337
-10.3%
0.50%
-8.9%
AMGN SellAMGEN INC$744,656
-11.5%
3,354
-3.6%
0.49%
-12.1%
DIS SellDISNEY WALT CO$744,773
-11.8%
8,342
-1.1%
0.49%
-12.5%
UNP SellUNION PAC CORP$727,424
+1.3%
3,555
-0.4%
0.48%
+0.4%
COST SellCOSTCO WHSL CORP NEW$722,506
+5.2%
1,342
-2.9%
0.48%
+4.4%
CCI SellCROWN CASTLE INC$669,284
-21.2%
5,874
-7.4%
0.44%
-21.8%
TSLA SellTESLA INC$663,326
+25.3%
2,534
-0.7%
0.44%
+24.4%
MA SellMASTERCARD INCORPORATEDcl a$643,439
+5.6%
1,636
-2.4%
0.42%
+4.7%
XLV SellSELECT SECTOR SPDR TRsbi healthcare$644,107
+1.7%
4,853
-0.8%
0.42%
+1.0%
CB SellCHUBB LIMITED$642,573
-1.4%
3,337
-0.5%
0.42%
-2.3%
MO SellALTRIA GROUP INC$622,784
-0.3%
13,748
-1.8%
0.41%
-1.2%
CME SellCME GROUP INC$612,939
-6.0%
3,308
-2.9%
0.40%
-6.7%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$603,252
+1.0%
4,031
-2.4%
0.40%0.0%
UNH SellUNITEDHEALTH GROUP INC$571,000
-29.5%
1,188
-30.7%
0.38%
-30.1%
XBI SellSPDR SER TRs&p biotech$549,243
+6.6%
6,601
-2.3%
0.36%
+5.8%
VYM SellVANGUARD WHITEHALL FDShigh div yld$538,835
-9.4%
5,080
-9.9%
0.36%
-10.1%
CELH SellCELSIUS HLDGS INC$532,012
+50.1%
3,566
-6.5%
0.35%
+48.7%
SPEM SellSPDR INDEX SHS FDSportfolio emg mk$489,745
+0.0%
14,245
-0.7%
0.32%
-0.9%
SCHO SellSCHWAB STRATEGIC TRsht tm us tres$453,195
-9.0%
9,430
-7.6%
0.30%
-9.7%
AVGO SellBROADCOM INC$396,416
+31.8%
457
-2.6%
0.26%
+31.0%
MCHP SellMICROCHIP TECHNOLOGY INC.$373,232
+6.8%
4,166
-0.1%
0.25%
+5.6%
BDX SellBECTON DICKINSON & CO$361,430
+6.6%
1,369
-0.1%
0.24%
+5.8%
ORCL SellORACLE CORP$355,365
+20.7%
2,984
-5.8%
0.24%
+19.9%
QQQ SellINVESCO QQQ TRput$332,702
-68.3%
5,200
-37.3%
0.22%
-68.6%
VRP SellINVESCO EXCH TRADED FD TR IIvar rate pfd$333,728
-13.2%
14,999
-13.5%
0.22%
-14.1%
MDT SellMEDTRONIC PLC$323,768
-9.8%
3,675
-17.5%
0.21%
-10.5%
XLE SellSELECT SECTOR SPDR TRenergy$292,781
-9.5%
3,607
-7.7%
0.19%
-10.2%
TGT SellTARGET CORP$284,376
-20.8%
2,156
-0.6%
0.19%
-21.3%
SCHM SellSCHWAB STRATEGIC TRus mid-cap etf$283,927
-0.3%
3,997
-4.7%
0.19%
-1.6%
SellLINDE PLC$277,807
+7.1%
729
-0.3%
0.18%
+5.8%
WMB SellWILLIAMS COS INC$265,021
+9.0%
8,122
-0.3%
0.18%
+8.0%
GS SellGOLDMAN SACHS GROUP INC$247,066
-1.5%
766
-0.1%
0.16%
-2.4%
GOOG SellALPHABET INCcap stk cl c$237,222
+15.3%
1,961
-0.9%
0.16%
+14.6%
TMUS SellT-MOBILE US INC$228,213
-11.2%
1,643
-7.4%
0.15%
-11.7%
XLF SellSELECT SECTOR SPDR TRfinancial$226,553
-73.5%
6,721
-74.8%
0.15%
-73.7%
PM SellPHILIP MORRIS INTL INC$220,719
-6.4%
2,261
-6.7%
0.15%
-7.0%
BP SellBP PLCsponsored adr$221,409
-7.7%
6,274
-0.8%
0.15%
-8.8%
VTV SellVANGUARD INDEX FDSvalue etf$221,705
+2.8%
1,560
-0.1%
0.15%
+1.4%
CEF SellSPROTT PHYSICAL GOLD & SILVEtr unit$216,240
-18.3%
12,000
-14.3%
0.14%
-18.8%
CIBR SellFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$209,976
+4.1%
4,624
-2.0%
0.14%
+3.7%
KKR SellKKR & CO INC$207,760
+6.1%
3,710
-0.5%
0.14%
+5.4%
CVS SellCVS HEALTH CORP$207,477
-9.0%
3,001
-2.2%
0.14%
-9.9%
PFG SellPRINCIPAL FINANCIAL GROUP IN$204,010
+2.0%
2,690
-0.1%
0.14%
+1.5%
DVN SellDEVON ENERGY CORP NEW$201,868
-18.6%
4,176
-14.8%
0.13%
-19.4%
SBUX SellSTARBUCKS CORP$192,877
-6.1%
1,947
-1.3%
0.13%
-7.3%
PSX SellPHILLIPS 66$192,858
-6.1%
2,022
-0.2%
0.13%
-7.3%
SPHQ SellINVESCO EXCHANGE TRADED FD Ts&p500 quality$191,306
+1.9%
3,792
-4.4%
0.13%
+0.8%
KO SellCOCA COLA CO$188,910
-6.2%
3,137
-3.4%
0.12%
-6.7%
WM SellWASTE MGMT INC DEL$189,721
+6.2%
1,094
-0.1%
0.12%
+5.0%
BBY SellBEST BUY INC$188,321
-5.9%
2,298
-10.1%
0.12%
-6.8%
HCA SellHCA HEALTHCARE INC$180,874
+11.5%
596
-3.1%
0.12%
+10.2%
LOW SellLOWES COS INC$164,987
+12.4%
731
-0.4%
0.11%
+11.2%
TAIL SellCAMBRIA ETF TRtail risk$162,960
-26.1%
12,000
-20.0%
0.11%
-26.5%
ENB SellENBRIDGE INC$163,534
-11.3%
4,402
-8.9%
0.11%
-12.2%
BAC SellBANK AMERICA CORP$160,865
-86.7%
5,607
-86.7%
0.11%
-86.8%
SPY SellSPDR S&P 500 ETF TRput$160,107
-63.0%
3,400
-35.8%
0.11%
-63.2%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$159,943
+2.2%
3,463
-0.1%
0.11%
+1.9%
BUD SellANHEUSER BUSCH INBEV SA/NVsponsored adr$158,703
-15.0%
2,798
-0.0%
0.10%
-15.3%
GILD SellGILEAD SCIENCES INC$159,150
-9.2%
2,065
-2.3%
0.10%
-10.3%
IXUS SellISHARES TRcore msci total$151,039
+0.8%
2,412
-0.2%
0.10%0.0%
TFC SellTRUIST FINL CORP$149,596
-36.3%
4,929
-28.5%
0.10%
-36.5%
SPYD SellSPDR SER TRprtflo s&p500 hi$150,468
-44.7%
4,058
-43.3%
0.10%
-45.3%
FLOT SellISHARES TRfltg rate nt etf$148,242
-4.8%
2,917
-5.6%
0.10%
-5.8%
T SellAT&T INC$146,389
-27.9%
9,178
-13.0%
0.10%
-28.1%
HDV SellISHARES TRcore high dv etf$144,432
-63.4%
1,433
-63.1%
0.10%
-63.9%
ATO SellATMOS ENERGY CORP$138,445
-22.7%
1,190
-25.3%
0.09%
-23.5%
SellAPOLLO GLOBAL MGMT INC$135,339
+17.7%
1,762
-3.2%
0.09%
+15.6%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$130,309
+0.7%
3,203
-0.0%
0.09%0.0%
CRWD SellCROWDSTRIKE HLDGS INCcl a$125,133
+5.1%
852
-1.7%
0.08%
+5.1%
QCOM SellQUALCOMM INC$126,182
-10.0%
1,060
-3.5%
0.08%
-10.8%
AON SellAON PLC$123,582
+8.3%
358
-1.1%
0.08%
+7.9%
LH SellLABORATORY CORP AMER HLDGS$124,768
+3.0%
517
-2.1%
0.08%
+1.2%
FB SellMETA PLATFORMS INCcl a$123,402
+9.2%
430
-19.3%
0.08%
+8.0%
RY SellROYAL BK CDA SUSTAINABL$121,393
-19.1%
1,271
-19.0%
0.08%
-20.0%
SCHW SellSCHWAB CHARLES CORP$118,745
+1.0%
2,095
-6.7%
0.08%0.0%
OVB SellLISTED FD TRshares core bd$116,410
-16.8%
5,617
-15.5%
0.08%
-17.2%
IUSG SellISHARES TRcore s&p us gwt$114,727
-27.4%
1,175
-34.0%
0.08%
-27.6%
NVO SellNOVO-NORDISK A Sadr$115,385
-19.6%
713
-21.0%
0.08%
-20.8%
AXP SellAMERICAN EXPRESS CO$113,056
+4.6%
649
-0.9%
0.08%
+4.2%
GDV SellGABELLI DIVID & INCOME TR$102,903
-1.4%
4,870
-3.0%
0.07%
-1.4%
GSLC SellGOLDMAN SACHS ETF TRactivebeta us lg$97,772
+6.4%
1,120
-1.1%
0.06%
+6.6%
ODFL SellOLD DOMINION FREIGHT LINE IN$97,245
+8.1%
263
-0.4%
0.06%
+6.7%
PPG SellPPG INDS INC$94,764
-24.8%
639
-32.2%
0.06%
-25.0%
CP SellCANADIAN PAC RY LTD$95,470
-1.1%
1,182
-5.8%
0.06%
-1.6%
D SellDOMINION ENERGY INC$95,346
-14.9%
1,841
-8.1%
0.06%
-16.0%
FANG SellDIAMONDBACK ENERGY INC$92,872
-4.7%
707
-1.9%
0.06%
-6.2%
GIS SellGENERAL MLS INC$90,123
-11.5%
1,175
-1.4%
0.06%
-11.8%
F SellFORD MTR CO DEL$91,537
+16.6%
6,050
-2.9%
0.06%
+15.4%
IWM SellISHARES TRrussell 2000 etf$90,452
-25.8%
483
-29.3%
0.06%
-25.9%
SHV SellISHARES TRshort treas bd$87,145
-28.3%
789
-28.3%
0.06%
-28.4%
ROK SellROCKWELL AUTOMATION INC$86,975
+11.8%
264
-0.4%
0.06%
+9.6%
KMB SellKIMBERLY-CLARK CORP$86,564
-19.4%
627
-21.6%
0.06%
-19.7%
AMAT SellAPPLIED MATLS INC$83,544
+16.1%
578
-1.4%
0.06%
+14.6%
CDNS SellCADENCE DESIGN SYSTEM INC$83,724
+10.7%
357
-0.8%
0.06%
+10.0%
NKE SellNIKE INCcl b$83,771
-13.6%
759
-4.0%
0.06%
-15.4%
ADP SellAUTOMATIC DATA PROCESSING IN$81,322
-1.8%
370
-0.5%
0.05%
-1.8%
SYK SellSTRYKER CORPORATION$81,154
-12.8%
266
-18.4%
0.05%
-12.9%
DEO SellDIAGEO PLCspon adr new$81,883
-4.7%
472
-0.4%
0.05%
-5.3%
VRTX SellVERTEX PHARMACEUTICALS INC$77,068
+8.2%
219
-3.1%
0.05%
+8.5%
ACLS SellAXCELIS TECHNOLOGIES INC$76,999
+15.6%
420
-16.0%
0.05%
+15.9%
OMC SellOMNICOM GROUP INC$73,551
-23.5%
773
-24.1%
0.05%
-23.4%
MOO SellVANECK ETF TRUSTagribusiness etf$72,086
-73.4%
882
-71.7%
0.05%
-73.3%
SAP SellSAP SEspon adr$73,330
-3.9%
536
-11.1%
0.05%
-5.9%
ISTB SellISHARES TRcore 1 5 yr usd$71,219
-1.4%
1,527
-0.3%
0.05%
-2.1%
AEP SellAMERICAN ELEC PWR CO INC$70,054
-14.9%
832
-8.1%
0.05%
-16.4%
VRSK SellVERISK ANALYTICS INC$64,645
+2.1%
286
-13.3%
0.04%
+2.4%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$63,075
-72.4%
625
-74.6%
0.04%
-72.4%
XLK SellSELECT SECTOR SPDR TRtechnology$61,720
-32.7%
355
-41.5%
0.04%
-32.8%
AZN SellASTRAZENECA PLCsponsored adr$61,192
-33.3%
855
-35.3%
0.04%
-34.4%
BCE SellBCE INC$59,404
-19.0%
1,303
-20.5%
0.04%
-20.4%
DD SellDUPONT DE NEMOURS INC$55,795
-4.4%
781
-3.9%
0.04%
-5.1%
MGC SellVANGUARD WORLD FDmega cap index$56,639
+9.0%
362
-0.3%
0.04%
+5.7%
LYB SellLYONDELLBASELL INDUSTRIES N$52,251
-13.9%
569
-11.9%
0.04%
-12.5%
ETR SellENTERGY CORP NEW$53,651
-19.4%
551
-10.8%
0.04%
-20.5%
MSCI SellMSCI INC$49,275
-16.9%
105
-0.9%
0.03%
-15.4%
DGRO SellISHARES TRcore div grwth$49,366
+3.0%
958
-0.1%
0.03%
+3.1%
SO SellSOUTHERN CO$50,159
-22.8%
714
-23.6%
0.03%
-23.3%
MKTX SellMARKETAXESS HLDGS INC$47,840
-34.3%
183
-1.6%
0.03%
-33.3%
PNC SellPNC FINL SVCS GROUP INC$48,365
-20.9%
384
-20.2%
0.03%
-22.0%
DGS SellWISDOMTREE TRemg mkts smcap$48,184
-11.2%
1,036
-12.6%
0.03%
-11.1%
MELI SellMERCADOLIBRE INC$47,384
-30.9%
40
-23.1%
0.03%
-32.6%
IPG SellINTERPUBLIC GROUP COS INC$46,479
+1.3%
1,205
-2.2%
0.03%0.0%
BKH SellBLACK HILLS CORP$45,918
-5.9%
762
-1.4%
0.03%
-6.2%
FIW SellFIRST TR EXCHANGE TRADED FDwtr etf$43,488
-45.9%
491
-49.0%
0.03%
-46.3%
CTVA SellCORTEVA INC$44,465
-6.0%
776
-1.0%
0.03%
-6.5%
URI SellUNITED RENTALS INC$42,756
+3.9%
96
-7.7%
0.03%
+3.7%
WBA SellWALGREENS BOOTS ALLIANCE INC$42,422
-36.8%
1,489
-23.2%
0.03%
-37.8%
EQT SellEQT CORP$41,953
+27.9%
1,020
-0.8%
0.03%
+27.3%
SYY SellSYSCO CORP$39,400
-6.6%
531
-2.7%
0.03%
-7.1%
IAU SellISHARES GOLD TRishares new$39,993
-12.1%
1,099
-9.7%
0.03%
-13.3%
CHK SellCHESAPEAKE ENERGY CORP$37,405
+9.3%
447
-0.7%
0.02%
+8.7%
USB SellUS BANCORP DEL$37,203
-35.4%
1,126
-29.5%
0.02%
-34.2%
SJM SellSMUCKER J M CO$36,031
-7.7%
244
-1.6%
0.02%
-7.7%
LKQ SellLKQ CORP$36,594
-3.8%
628
-6.3%
0.02%
-4.0%
SellGENERAL ELECTRIC CO$36,251
+12.2%
330
-2.4%
0.02%
+9.1%
SHY SellISHARES TR1 3 yr treas bd$36,972
-60.1%
456
-59.5%
0.02%
-61.3%
MRVL SellMARVELL TECHNOLOGY INC$36,765
+33.3%
615
-3.5%
0.02%
+33.3%
PGR SellPROGRESSIVE CORP$35,872
-8.8%
271
-1.5%
0.02%
-7.7%
GSIE SellGOLDMAN SACHS ETF TRactivebeta int$36,937
+0.5%
1,178
-1.2%
0.02%0.0%
SNY SellSANOFIsponsored adr$34,658
-23.5%
643
-22.8%
0.02%
-23.3%
UL SellUNILEVER PLCspon adr new$33,467
-21.0%
642
-21.3%
0.02%
-21.4%
ES SellEVERSOURCE ENERGY$32,765
-11.1%
462
-1.9%
0.02%
-12.0%
ADSK SellAUTODESK INC$33,965
-2.9%
166
-1.2%
0.02%
-4.3%
HBAN SellHUNTINGTON BANCSHARES INC$31,467
-25.9%
2,919
-23.0%
0.02%
-25.0%
HP SellHELMERICH & PAYNE INC$31,905
-28.6%
900
-28.0%
0.02%
-30.0%
VEEV SellVEEVA SYS INC$32,428
+6.3%
164
-1.2%
0.02%
+5.0%
GPC SellGENUINE PARTS CO$31,815
-3.5%
188
-4.6%
0.02%
-4.5%
DOW SellDOW INC$31,210
-5.0%
586
-2.2%
0.02%
-4.5%
CAT SellCATERPILLAR INC$30,264
-2.0%
123
-8.9%
0.02%
-4.8%
SLB SellSCHLUMBERGER LTD$30,651
-2.3%
624
-2.3%
0.02%
-4.8%
TTE SellTOTALENERGIES SEsponsored ads$30,261
-37.5%
525
-36.0%
0.02%
-37.5%
XLC SellSELECT SECTOR SPDR TR$30,392
+3.8%
467
-7.5%
0.02%
+5.3%
FIS SellFIDELITY NATL INFORMATION SV$28,335
-7.2%
518
-7.8%
0.02%
-5.0%
CNP SellCENTERPOINT ENERGY INC$28,654
-8.5%
983
-7.5%
0.02%
-9.5%
KR SellKROGER CO$29,375
-21.5%
625
-17.5%
0.02%
-24.0%
HWM SellHOWMET AEROSPACE INC$27,754
+8.6%
560
-7.1%
0.02%
+5.9%
MRNA SellMODERNA INC$25,029
-35.6%
206
-18.6%
0.02%
-34.6%
IDXX SellIDEXX LABS INC$25,112
-1.5%
50
-2.0%
0.02%0.0%
O SellREALTY INCOME CORP$26,128
-20.2%
437
-15.5%
0.02%
-22.7%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$25,981
+12.8%
153
-0.6%
0.02%
+13.3%
DFS SellDISCOVER FINL SVCS$26,408
+16.7%
226
-1.3%
0.02%
+13.3%
AES SellAES CORP$23,860
-17.4%
1,151
-4.0%
0.02%
-15.8%
ICLR SellICON PLC$24,770
+6.4%
99
-9.2%
0.02%
+6.7%
PLD SellPROLOGIS INC.$23,790
-22.5%
194
-21.1%
0.02%
-20.0%
NTAP SellNETAPP INC$24,830
-0.0%
325
-16.5%
0.02%
-5.9%
VICI SellVICI PPTYS INC$24,735
-21.5%
787
-18.5%
0.02%
-23.8%
VLO SellVALERO ENERGY CORP$22,756
-97.8%
194
-97.4%
0.02%
-97.8%
VNQ SellVANGUARD INDEX FDSreal estate etf$22,311
+0.3%
267
-0.4%
0.02%0.0%
KDP SellKEURIG DR PEPPER INC$22,671
-17.1%
725
-6.5%
0.02%
-16.7%
WST SellWEST PHARMACEUTICAL SVSC INC$22,183
+8.5%
58
-1.7%
0.02%
+7.1%
PDBC ExitINVESCO ACTVELY MNGD ETC FDoptimum yield$0-1,486
-100.0%
-0.01%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-207
-100.0%
-0.01%
IAT ExitISHARES TRus regnl bks etf$0-580
-100.0%
-0.01%
NGG ExitNATIONAL GRID PLCsponsored adr ne$0-299
-100.0%
-0.01%
PFF ExitISHARES TRpfd and incm sec$0-684
-100.0%
-0.01%
NDAQ ExitNASDAQ INC$0-383
-100.0%
-0.01%
GD ExitGENERAL DYNAMICS CORP$0-96
-100.0%
-0.02%
IWF ExitISHARES TRrus 1000 grw etf$0-100
-100.0%
-0.02%
DIA ExitSPDR DOW JONES INDL AVERAGEput$0-1,500
-100.0%
-0.02%
VO ExitVANGUARD INDEX FDSmid cap etf$0-124
-100.0%
-0.02%
ARCH ExitARCH RESOURCES INCcl a$0-200
-100.0%
-0.02%
CPRT ExitCOPART INC$0-382
-100.0%
-0.02%
VV ExitVANGUARD INDEX FDSlarge cap etf$0-164
-100.0%
-0.02%
CFG ExitCITIZENS FINL GROUP INC$0-1,255
-100.0%
-0.02%
IDV ExitISHARES TRintl sel div etf$0-1,473
-100.0%
-0.03%
BTI ExitBRITISH AMERN TOB PLCsponsored adr$0-1,140
-100.0%
-0.03%
ACI ExitALBERTSONS COS INC$0-2,165
-100.0%
-0.03%
DIA ExitSPDR DOW JONES INDL AVERAGEut ser 1$0-135
-100.0%
-0.03%
KEY ExitKEYCORP$0-3,562
-100.0%
-0.03%
BSV ExitVANGUARD BD INDEX FDSshort trm bond$0-642
-100.0%
-0.03%
BIL ExitSPDR SER TRbloomberg 1-3 mo$0-550
-100.0%
-0.03%
ICLN ExitISHARES TRgl clean ene etf$0-3,600
-100.0%
-0.05%
RWM ExitPROSHARES TRshrt russell2000$0-3,279
-100.0%
-0.05%
BCI ExitABRDN ETFS$0-10,262
-100.0%
-0.14%
BG ExitBUNGE LIMITED$0-2,903
-100.0%
-0.18%
NTR ExitNUTRIEN LTD$0-3,993
-100.0%
-0.20%
IEX ExitIDEX CORP$0-1,754
-100.0%
-0.27%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC8Q3 20237.0%
MICROSOFT CORP8Q3 20235.3%
INVESCO QQQ TR8Q3 202310.4%
SPDR S&P 500 ETF TR8Q3 20233.8%
ISHARES TR8Q3 20232.8%
HOME DEPOT INC8Q3 20232.2%
JPMORGAN CHASE & CO8Q3 20232.1%
CHEVRON CORP NEW8Q3 20232.0%
BERKSHIRE HATHAWAY INC DEL8Q3 20232.1%
ALPHABET INC8Q3 20231.8%

View Resurgent Financial Advisors LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
13F-HR2024-02-09
13F-HR2023-11-13
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-15
13F-HR2022-11-14
D2022-08-30
13F-HR2022-08-15
13F-HR2022-05-16

View Resurgent Financial Advisors LLC's complete filings history.

Export Resurgent Financial Advisors LLC's holdings