$147 Million is the total value of Resurgent Financial Advisors LLC's 484 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 21.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $7,344,104 | -11.8% | 42,895 | -0.1% | 5.00% | -9.0% |
MSFT | Sell | MICROSOFT CORP | $7,214,255 | -9.6% | 22,848 | -2.5% | 4.92% | -6.7% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,053,916 | +2.7% | 8,718 | -0.0% | 2.08% | +6.0% |
HD | Sell | HOME DEPOT INC | $2,549,258 | -10.3% | 8,437 | -7.8% | 1.74% | -7.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $2,045,472 | +2.9% | 15,631 | -5.9% | 1.39% | +6.1% |
ETN | Sell | EATON CORP PLC | $2,038,743 | +2.2% | 9,559 | -3.6% | 1.39% | +5.5% |
AMZN | Sell | AMAZON COM INC | $1,987,521 | -17.8% | 15,635 | -15.7% | 1.35% | -15.2% |
JNJ | Sell | JOHNSON & JOHNSON | $1,973,665 | -8.1% | 12,672 | -2.4% | 1.34% | -5.1% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $1,809,674 | -6.1% | 26,076 | -1.3% | 1.23% | -3.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,697,355 | -6.0% | 3,971 | -2.5% | 1.16% | -3.0% |
MPC | Sell | MARATHON PETE CORP | $1,649,455 | +28.8% | 10,899 | -0.7% | 1.12% | +33.0% |
NVDA | Sell | NVIDIA CORPORATION | $1,229,662 | -4.8% | 2,827 | -7.4% | 0.84% | -1.6% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,087,593 | -14.1% | 6,820 | -10.9% | 0.74% | -11.4% |
DHR | Sell | DANAHER CORPORATION | $1,000,587 | -0.7% | 4,033 | -4.0% | 0.68% | +2.6% |
V | Sell | VISA INC | $965,438 | -10.0% | 4,197 | -7.1% | 0.66% | -7.2% |
QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $918,873 | -17.5% | 6,233 | -14.9% | 0.63% | -14.8% |
PWR | Sell | QUANTA SVCS INC | $807,955 | -16.0% | 4,319 | -11.8% | 0.55% | -13.4% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $801,216 | -7.6% | 10,565 | -2.8% | 0.55% | -4.5% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $770,406 | -5.9% | 3,627 | -2.4% | 0.52% | -2.8% |
PG | Sell | PROCTER AND GAMBLE CO | $767,807 | -8.3% | 5,264 | -4.6% | 0.52% | -5.4% |
COST | Sell | COSTCO WHSL CORP NEW | $720,889 | -0.2% | 1,276 | -4.9% | 0.49% | +2.9% |
UNP | Sell | UNION PAC CORP | $714,538 | -1.8% | 3,509 | -1.3% | 0.49% | +1.5% |
MSI | Sell | MOTOROLA SOLUTIONS INC | $712,180 | -7.7% | 2,616 | -0.6% | 0.48% | -4.9% |
CB | Sell | CHUBB LIMITED | $670,340 | +4.3% | 3,220 | -3.5% | 0.46% | +7.8% |
TXN | Sell | TEXAS INSTRS INC | $625,068 | -26.0% | 3,931 | -16.2% | 0.43% | -23.7% |
DE | Sell | DEERE & CO | $572,109 | -12.9% | 1,516 | -6.5% | 0.39% | -10.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $565,359 | -12.1% | 1,428 | -12.7% | 0.38% | -9.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $553,096 | -3.1% | 1,097 | -7.7% | 0.38% | 0.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $540,052 | -76.3% | 1,507 | -75.6% | 0.37% | -75.5% |
CME | Sell | CME GROUP INC | $534,988 | -12.7% | 2,672 | -19.2% | 0.36% | -10.1% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $512,017 | -7.5% | 5,436 | -3.9% | 0.35% | -4.6% |
HIW | Sell | HIGHWOODS PPTYS INC | $481,877 | -19.3% | 23,381 | -6.4% | 0.33% | -16.8% |
CELH | Sell | CELSIUS HLDGS INC | $454,912 | -14.5% | 2,651 | -25.7% | 0.31% | -11.7% |
XBI | Sell | SPDR SER TRs&p biotech | $451,738 | -17.8% | 6,186 | -6.3% | 0.31% | -15.2% |
SGOL | Sell | ABRDN GOLD ETF TRUST | $441,896 | -4.7% | 24,980 | -1.0% | 0.30% | -1.6% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $437,780 | -27.6% | 6,319 | -1.4% | 0.30% | -25.3% |
INTC | Sell | INTEL CORP | $398,622 | -0.6% | 11,213 | -6.5% | 0.27% | +2.6% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $398,815 | -26.0% | 3,860 | -24.0% | 0.27% | -23.6% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $398,405 | -12.1% | 8,319 | -11.8% | 0.27% | -9.4% |
TJX | Sell | TJX COS INC NEW | $336,677 | +4.3% | 3,788 | -0.5% | 0.23% | +7.5% |
BDX | Sell | BECTON DICKINSON & CO | $332,728 | -7.9% | 1,287 | -6.0% | 0.23% | -5.0% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $315,010 | -15.6% | 4,036 | -3.1% | 0.22% | -12.6% |
VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $310,885 | -6.8% | 13,897 | -7.3% | 0.21% | -3.6% |
MCO | Sell | MOODYS CORP | $300,045 | -14.4% | 949 | -5.9% | 0.20% | -11.7% |
C | Sell | CITIGROUP INC | $291,054 | -18.6% | 7,076 | -8.8% | 0.20% | -16.1% |
MKL | Sell | MARKEL GROUP INC | $279,773 | +0.6% | 190 | -5.5% | 0.19% | +3.8% |
QQQ | Sell | INVESCO QQQ TRput | $275,156 | -17.3% | 3,600 | -30.8% | 0.19% | -15.0% |
IEMG | Sell | ISHARES INCcore msci emkt | $273,690 | -27.1% | 5,751 | -24.5% | 0.19% | -25.0% |
ASML | Sell | ASML HOLDING N V | $270,195 | -62.8% | 459 | -54.1% | 0.18% | -61.6% |
ORCL | Sell | ORACLE CORP | $270,626 | -23.8% | 2,555 | -14.4% | 0.18% | -21.7% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
GS | Sell | GOLDMAN SACHS GROUP INC | $238,148 | -3.6% | 736 | -3.9% | 0.16% | -0.6% |
TGT | Sell | TARGET CORP | $236,730 | -16.8% | 2,141 | -0.7% | 0.16% | -14.4% |
EOG | Sell | EOG RES INC | $234,252 | +8.6% | 1,848 | -2.0% | 0.16% | +12.7% |
Sell | LINDE PLC | $231,602 | -16.6% | 622 | -14.7% | 0.16% | -13.7% | |
KKR | Sell | KKR & CO INC | $228,413 | +9.9% | 3,708 | -0.1% | 0.16% | +13.9% |
BP | Sell | BP PLCsponsored adr | $227,751 | +2.9% | 5,882 | -6.2% | 0.16% | +6.2% |
ARLP | Sell | ALLIANCE RESOURCE PARTNERS Lut ltd part | $225,300 | +20.7% | 10,000 | -0.9% | 0.15% | +24.4% |
ADBE | Sell | ADOBE INC | $216,708 | -39.9% | 425 | -42.3% | 0.15% | -37.8% |
GOOG | Sell | ALPHABET INCcap stk cl c | $211,092 | -11.0% | 1,601 | -18.4% | 0.14% | -8.3% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $207,615 | -1.1% | 4,570 | -1.2% | 0.14% | +1.4% |
EQIX | Sell | EQUINIX INC | $198,269 | -9.0% | 273 | -1.8% | 0.14% | -6.2% |
ACN | Sell | ACCENTURE PLC IRELAND | $182,423 | -25.0% | 594 | -24.6% | 0.12% | -23.0% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $174,575 | -22.0% | 1,120 | -10.3% | 0.12% | -19.6% |
SPY | Sell | SPDR S&P 500 ETF TRput | $173,975 | +8.7% | 2,900 | -14.7% | 0.12% | +12.3% |
NXPI | Sell | NXP SEMICONDUCTORS N V | $173,131 | -6.0% | 866 | -3.8% | 0.12% | -3.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $172,604 | -18.7% | 341 | -16.2% | 0.12% | -15.7% |
ESGU | Sell | ISHARES TResg awr msci usa | $168,193 | -11.7% | 1,791 | -8.4% | 0.12% | -8.7% |
NOC | Sell | NORTHROP GRUMMAN CORP | $167,272 | -5.4% | 380 | -2.1% | 0.11% | -2.6% |
KO | Sell | COCA COLA CO | $161,292 | -14.6% | 2,881 | -8.2% | 0.11% | -12.0% |
BBY | Sell | BEST BUY INC | $158,114 | -16.0% | 2,276 | -1.0% | 0.11% | -12.9% |
VOO | Sell | VANGUARD INDEX FDS | $151,975 | -26.0% | 387 | -23.2% | 0.10% | -23.5% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $150,858 | -4.9% | 2,728 | -2.5% | 0.10% | -1.9% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $148,293 | +0.0% | 2,914 | -0.1% | 0.10% | +3.1% |
Sell | APOLLO GLOBAL MGMT INC | $144,424 | +6.7% | 1,609 | -8.7% | 0.10% | +10.1% | |
SBUX | Sell | STARBUCKS CORP | $142,212 | -26.3% | 1,558 | -20.0% | 0.10% | -23.6% |
WM | Sell | WASTE MGMT INC DEL | $137,958 | -27.3% | 905 | -17.3% | 0.09% | -24.8% |
PSX | Sell | PHILLIPS 66 | $134,808 | -30.1% | 1,122 | -44.5% | 0.09% | -27.6% |
SNPS | Sell | SYNOPSYS INC | $133,101 | +4.7% | 290 | -0.7% | 0.09% | +8.3% |
AIG | Sell | AMERICAN INTL GROUP INC | $133,926 | -5.3% | 2,210 | -10.1% | 0.09% | -2.2% |
IYW | Sell | ISHARES TRu.s. tech etf | $132,094 | -33.1% | 1,259 | -30.6% | 0.09% | -30.8% |
HCA | Sell | HCA HEALTHCARE INC | $128,648 | -28.9% | 523 | -12.2% | 0.09% | -26.1% |
TAIL | Sell | CAMBRIA ETF TRtail risk | $129,400 | -20.6% | 10,000 | -16.7% | 0.09% | -18.5% |
MET | Sell | METLIFE INC | $123,177 | +1.3% | 1,958 | -9.0% | 0.08% | +5.0% |
GLW | Sell | CORNING INC | $123,525 | -15.2% | 4,054 | -2.5% | 0.08% | -12.5% |
ZTS | Sell | ZOETIS INCcl a | $123,874 | -16.8% | 712 | -17.7% | 0.08% | -14.3% |
AVB | Sell | AVALONBAY CMNTYS INC | $121,340 | -11.6% | 707 | -2.5% | 0.08% | -8.8% |
BAC | Sell | BANK AMERICA CORP | $120,390 | -25.2% | 4,397 | -21.6% | 0.08% | -22.6% |
NSC | Sell | NORFOLK SOUTHN CORP | $116,189 | -16.5% | 590 | -3.9% | 0.08% | -14.1% |
SCHW | Sell | SCHWAB CHARLES CORP | $113,863 | -4.1% | 2,074 | -1.0% | 0.08% | 0.0% |
HAL | Sell | HALLIBURTON CO | $111,294 | +3.9% | 2,748 | -15.4% | 0.08% | +7.0% |
RTX | Sell | RTX CORPORATION | $110,114 | -42.3% | 1,530 | -21.5% | 0.08% | -40.5% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $110,471 | -26.6% | 3,150 | -22.4% | 0.08% | -24.2% |
BLK | Sell | BLACKROCK INC | $109,903 | -18.0% | 170 | -12.4% | 0.08% | -15.7% |
CI | Sell | THE CIGNA GROUP | $108,707 | -5.7% | 380 | -7.5% | 0.07% | -2.6% |
SHW | Sell | SHERWIN WILLIAMS CO | $109,161 | -22.0% | 428 | -18.8% | 0.07% | -19.6% |
CRM | Sell | SALESFORCE INC | $105,648 | -34.1% | 521 | -31.4% | 0.07% | -32.1% |
SPGI | Sell | S&P GLOBAL INC | $96,468 | -32.0% | 264 | -25.4% | 0.07% | -29.8% |
PH | Sell | PARKER-HANNIFIN CORP | $93,874 | -11.5% | 241 | -11.4% | 0.06% | -8.6% |
PANW | Sell | PALO ALTO NETWORKS INC | $92,838 | -10.9% | 396 | -2.9% | 0.06% | -8.7% |
FB | Sell | META PLATFORMS INCcl a | $90,363 | -26.8% | 301 | -30.0% | 0.06% | -23.5% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $86,266 | -34.5% | 839 | -27.4% | 0.06% | -32.2% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $86,264 | -61.9% | 2,601 | -61.3% | 0.06% | -60.7% |
IWM | Sell | ISHARES TRrussell 2000 etf | $84,835 | -6.2% | 480 | -0.6% | 0.06% | -3.3% |
RIO | Sell | RIO TINTO PLCsponsored adr | $84,705 | -2.0% | 1,331 | -1.7% | 0.06% | +1.8% |
INTU | Sell | INTUIT | $82,261 | +3.2% | 161 | -7.5% | 0.06% | +5.7% |
BKNG | Sell | BOOKING HOLDINGS INC | $80,183 | -46.0% | 26 | -52.7% | 0.06% | -43.9% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $79,193 | -5.4% | 338 | -5.3% | 0.05% | -1.8% |
VMC | Sell | VULCAN MATLS CO | $79,394 | -16.7% | 393 | -7.1% | 0.05% | -14.3% |
BA | Sell | BOEING CO | $78,205 | -10.1% | 408 | -1.0% | 0.05% | -7.0% |
AFL | Sell | AFLAC INC | $73,527 | +3.3% | 958 | -6.1% | 0.05% | +6.4% |
F | Sell | FORD MTR CO DEL | $72,632 | -20.7% | 5,848 | -3.3% | 0.05% | -18.3% |
NOW | Sell | SERVICENOW INC | $72,106 | -1.3% | 129 | -0.8% | 0.05% | +2.1% |
IQV | Sell | IQVIA HLDGS INC | $68,863 | -17.2% | 350 | -5.4% | 0.05% | -14.5% |
GIS | Sell | GENERAL MLS INC | $69,685 | -22.7% | 1,089 | -7.3% | 0.05% | -21.7% |
MOO | Sell | VANECK ETF TRUSTagribusiness etf | $67,525 | -6.3% | 858 | -2.7% | 0.05% | -4.2% |
QDF | Sell | FLEXSHARES TRqualt divd idx | $67,021 | -14.2% | 1,202 | -11.0% | 0.05% | -11.5% |
SYK | Sell | STRYKER CORPORATION | $67,224 | -17.2% | 246 | -7.5% | 0.05% | -14.8% |
PPG | Sell | PPG INDS INC | $64,640 | -31.8% | 498 | -22.1% | 0.04% | -30.2% |
SAP | Sell | SAP SEspon adr | $62,979 | -14.1% | 487 | -9.1% | 0.04% | -10.4% |
AON | Sell | AON PLC | $62,250 | -49.6% | 192 | -46.4% | 0.04% | -48.8% |
ADI | Sell | ANALOG DEVICES INC | $62,157 | -12.3% | 355 | -2.5% | 0.04% | -10.6% |
EIX | Sell | EDISON INTL | $60,885 | -11.1% | 962 | -2.4% | 0.04% | -8.9% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $59,822 | -8.6% | 1,444 | -3.3% | 0.04% | -4.7% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $58,094 | -10.1% | 1,120 | -5.6% | 0.04% | -7.0% |
CL | Sell | COLGATE PALMOLIVE CO | $56,959 | -50.6% | 801 | -46.5% | 0.04% | -48.7% |
FANG | Sell | DIAMONDBACK ENERGY INC | $57,770 | -37.8% | 373 | -47.2% | 0.04% | -36.1% |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $55,162 | -5.9% | 544 | -3.7% | 0.04% | -2.6% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $53,605 | -13.1% | 327 | -7.9% | 0.04% | -9.8% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $53,595 | -9.4% | 382 | -13.6% | 0.04% | -5.1% |
ITA | Sell | ISHARES TRus aer def etf | $54,045 | -34.8% | 510 | -28.2% | 0.04% | -32.7% |
KHC | Sell | KRAFT HEINZ CO | $52,512 | -16.3% | 1,561 | -11.7% | 0.04% | -12.2% |
GOVT | Sell | ISHARES TRus treas bd etf | $52,654 | -84.7% | 2,389 | -84.1% | 0.04% | -84.2% |
MMM | Sell | 3M CO | $53,176 | -20.8% | 568 | -15.4% | 0.04% | -18.2% |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $51,230 | -8.9% | 766 | -5.1% | 0.04% | -5.4% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $51,450 | -26.6% | 684 | -17.8% | 0.04% | -23.9% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $51,296 | -28.0% | 1,106 | -27.6% | 0.04% | -25.5% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $51,940 | -8.3% | 342 | -5.5% | 0.04% | -5.4% |
ALL | Sell | ALLSTATE CORP | $50,469 | -12.8% | 453 | -14.7% | 0.03% | -10.5% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $48,081 | -21.4% | 710 | -17.0% | 0.03% | -17.5% |
NVO | Sell | NOVO-NORDISK A Sadr | $49,108 | -57.4% | 540 | -24.3% | 0.03% | -56.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $48,116 | -40.8% | 200 | -45.9% | 0.03% | -38.9% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $46,869 | -39.8% | 426 | -38.1% | 0.03% | -37.3% |
NUE | Sell | NUCOR CORP | $45,185 | -29.2% | 289 | -25.7% | 0.03% | -26.2% |
MSCI | Sell | MSCI INC | $45,151 | -8.4% | 88 | -16.2% | 0.03% | -6.1% |
MU | Sell | MICRON TECHNOLOGY INC | $43,811 | -29.0% | 644 | -34.2% | 0.03% | -26.8% |
SYF | Sell | SYNCHRONY FINANCIAL | $43,807 | -10.6% | 1,433 | -0.8% | 0.03% | -6.2% |
DD | Sell | DUPONT DE NEMOURS INC | $44,381 | -20.5% | 595 | -23.8% | 0.03% | -18.9% |
SHV | Sell | ISHARES TRshort treas bd | $41,868 | -52.0% | 379 | -52.0% | 0.03% | -50.0% |
ETR | Sell | ENTERGY CORP NEW | $41,903 | -21.9% | 453 | -17.8% | 0.03% | -17.1% |
IP | Sell | INTERNATIONAL PAPER CO | $39,407 | +4.0% | 1,111 | -6.7% | 0.03% | +8.0% |
ISRG | Sell | INTUITIVE SURGICAL INC | $39,167 | -20.5% | 134 | -6.9% | 0.03% | -18.2% |
EL | Sell | LAUDER ESTEE COS INCcl a | $36,427 | -41.9% | 252 | -21.0% | 0.02% | -39.0% |
BKH | Sell | BLACK HILLS CORP | $37,285 | -18.8% | 737 | -3.3% | 0.02% | -16.7% |
COF | Sell | CAPITAL ONE FINL CORP | $36,879 | -17.6% | 380 | -7.1% | 0.02% | -16.7% |
CHK | Sell | CHESAPEAKE ENERGY CORP | $34,751 | -7.1% | 403 | -9.8% | 0.02% | -4.0% |
DLTR | Sell | DOLLAR TREE INC | $35,661 | -28.8% | 335 | -4.0% | 0.02% | -27.3% |
MELI | Sell | MERCADOLIBRE INC | $35,501 | -25.1% | 28 | -30.0% | 0.02% | -22.6% |
BAX | Sell | BAXTER INTL INC | $34,985 | -34.5% | 927 | -20.9% | 0.02% | -31.4% |
EQT | Sell | EQT CORP | $35,670 | -15.0% | 879 | -13.8% | 0.02% | -14.3% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $34,586 | -45.2% | 398 | -36.3% | 0.02% | -42.9% |
FE | Sell | FIRSTENERGY CORP | $34,727 | -21.7% | 1,016 | -10.9% | 0.02% | -17.2% |
FAST | Sell | FASTENAL CO | $34,806 | -8.5% | 637 | -1.2% | 0.02% | -4.0% |
IPG | Sell | INTERPUBLIC GROUP COS INC | $34,041 | -26.8% | 1,188 | -1.4% | 0.02% | -25.8% |
LIT | Sell | GLOBAL X FDSlithium btry etf | $33,102 | -21.7% | 600 | -7.7% | 0.02% | -17.9% |
MRVL | Sell | MARVELL TECHNOLOGY INC | $31,666 | -13.9% | 585 | -4.9% | 0.02% | -8.3% |
FITB | Sell | FIFTH THIRD BANCORP | $32,042 | -44.3% | 1,265 | -42.3% | 0.02% | -42.1% |
CAT | Sell | CATERPILLAR INC | $30,303 | +0.1% | 111 | -9.8% | 0.02% | +5.0% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $31,446 | -12.9% | 457 | -6.2% | 0.02% | -12.5% |
ADSK | Sell | AUTODESK INC | $29,588 | -12.9% | 143 | -13.9% | 0.02% | -9.1% |
ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $28,640 | -70.5% | 70 | -73.4% | 0.02% | -68.8% |
HON | Sell | HONEYWELL INTL INC | $29,004 | -11.5% | 157 | -0.6% | 0.02% | -9.1% |
MMC | Sell | MARSH & MCLENNAN COS INC | $29,687 | -53.2% | 156 | -53.7% | 0.02% | -52.4% |
CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $29,670 | -36.1% | 438 | -38.4% | 0.02% | -35.5% |
NKE | Sell | NIKE INCcl b | $29,164 | -65.2% | 305 | -59.8% | 0.02% | -63.6% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $30,046 | -29.2% | 1,351 | -9.3% | 0.02% | -28.6% |
GM | Sell | GENERAL MTRS CO | $29,706 | -34.0% | 901 | -22.9% | 0.02% | -33.3% |
CTVA | Sell | CORTEVA INC | $28,036 | -36.9% | 548 | -29.4% | 0.02% | -34.5% |
XLC | Sell | SELECT SECTOR SPDR TR | $27,998 | -7.9% | 427 | -8.6% | 0.02% | -5.0% |
BLDR | Sell | BUILDERS FIRSTSOURCE INC | $27,761 | -23.8% | 223 | -16.8% | 0.02% | -20.8% |
UL | Sell | UNILEVER PLCspon adr new | $27,269 | -18.5% | 552 | -14.0% | 0.02% | -13.6% |
HUBS | Sell | HUBSPOT INC | $27,088 | -9.1% | 55 | -1.8% | 0.02% | -10.0% |
SNY | Sell | SANOFIsponsored adr | $26,820 | -22.6% | 500 | -22.2% | 0.02% | -21.7% |
LRCX | Sell | LAM RESEARCH CORP | $26,324 | -9.0% | 42 | -6.7% | 0.02% | -5.3% |
GPC | Sell | GENUINE PARTS CO | $26,710 | -16.0% | 185 | -1.6% | 0.02% | -14.3% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $25,770 | -31.4% | 148 | -22.9% | 0.02% | -28.0% |
KR | Sell | KROGER CO | $24,792 | -15.6% | 554 | -11.4% | 0.02% | -10.5% |
Sell | RIVIAN AUTOMOTIVE INC | $25,009 | -4.4% | 1,030 | -34.4% | 0.02% | 0.0% | |
SLB | Sell | SCHLUMBERGER LTD | $25,069 | -18.2% | 430 | -31.1% | 0.02% | -15.0% |
UNM | Sell | UNUM GROUP | $25,530 | +2.5% | 519 | -0.6% | 0.02% | +6.2% |
WFC | Sell | WELLS FARGO CO NEW | $23,740 | -38.6% | 581 | -35.9% | 0.02% | -38.5% |
KLAC | Sell | KLA CORP | $22,016 | -31.2% | 48 | -27.3% | 0.02% | -28.6% |
FTNT | Sell | FORTINET INC | $22,474 | -23.0% | 383 | -0.8% | 0.02% | -21.1% |
VLO | Sell | VALERO ENERGY CORP | $22,674 | -0.4% | 160 | -17.5% | 0.02% | 0.0% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $22,308 | -29.1% | 2,145 | -26.5% | 0.02% | -28.6% |
BHP | Sell | BHP GROUP LTDsponsored ads | $22,524 | -32.1% | 396 | -28.8% | 0.02% | -31.8% |
OTIS | Sell | OTIS WORLDWIDE CORP | $21,443 | -36.4% | 267 | -29.6% | 0.02% | -31.8% |
AZO | Sell | AUTOZONE INC | $20,320 | -66.0% | 8 | -66.7% | 0.01% | -65.0% |
MRNA | Sell | MODERNA INC | $21,071 | -15.8% | 204 | -1.0% | 0.01% | -17.6% |
XLY | Exit | SELECT SECTOR SPDR TRput | $0 | – | -800 | -100.0% | 0.00% | – |
SMH | Exit | VANECK ETF TRUSTcall | $0 | – | -600 | -100.0% | -0.00% | – |
IJR | Exit | ISHARES TRput | $0 | – | -3,000 | -100.0% | -0.01% | – |
XLB | Exit | SELECT SECTOR SPDR TRput | $0 | – | -6,000 | -100.0% | -0.01% | – |
AGNC | Exit | AGNC INVT CORP | $0 | – | -2,012 | -100.0% | -0.01% | – |
SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -360 | -100.0% | -0.01% | – |
MAS | Exit | MASCO CORP | $0 | – | -360 | -100.0% | -0.01% | – |
USFD | Exit | US FOODS HLDG CORP | $0 | – | -497 | -100.0% | -0.01% | – |
FTV | Exit | FORTIVE CORP | $0 | – | -286 | -100.0% | -0.01% | – |
WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -58 | -100.0% | -0.02% | – |
CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -412 | -100.0% | -0.02% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -387 | -100.0% | -0.02% | – |
NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -380 | -100.0% | -0.02% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -630 | -100.0% | -0.02% | – |
CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -176 | -100.0% | -0.02% | – |
VST | Exit | VISTRA CORP | $0 | – | -867 | -100.0% | -0.02% | – |
AES | Exit | AES CORP | $0 | – | -1,151 | -100.0% | -0.02% | – |
DOV | Exit | DOVER CORP | $0 | – | -159 | -100.0% | -0.02% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -250 | -100.0% | -0.02% | – |
MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -44 | -100.0% | -0.02% | – |
EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -202 | -100.0% | -0.02% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -787 | -100.0% | -0.02% | – |
KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -400 | -100.0% | -0.02% | – |
ICLR | Exit | ICON PLC | $0 | – | -99 | -100.0% | -0.02% | – |
NTAP | Exit | NETAPP INC | $0 | – | -325 | -100.0% | -0.02% | – |
ELY | Exit | TOPGOLF CALLAWAY BRANDS CORP | $0 | – | -1,200 | -100.0% | -0.02% | – |
PDCE | Exit | PDC ENERGY INC | $0 | – | -333 | -100.0% | -0.02% | – |
WHR | Exit | WHIRLPOOL CORP | $0 | – | -171 | -100.0% | -0.02% | – |
DFS | Exit | DISCOVER FINL SVCS | $0 | – | -226 | -100.0% | -0.02% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -77 | -100.0% | -0.02% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -141 | -100.0% | -0.02% | – |
INSP | Exit | INSPIRE MED SYS INC | $0 | – | -77 | -100.0% | -0.02% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -148 | -100.0% | -0.02% | – |
SSO | Exit | PROSHARES TR | $0 | – | -465 | -100.0% | -0.02% | – |
HWM | Exit | HOWMET AEROSPACE INC | $0 | – | -560 | -100.0% | -0.02% | – |
CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -983 | -100.0% | -0.02% | – |
HUM | Exit | HUMANA INC | $0 | – | -64 | -100.0% | -0.02% | – |
FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -518 | -100.0% | -0.02% | – |
TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -525 | -100.0% | -0.02% | – |
AME | Exit | AMETEK INC | $0 | – | -199 | -100.0% | -0.02% | – |
BLL | Exit | BALL CORP | $0 | – | -562 | -100.0% | -0.02% | – |
FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -1,351 | -100.0% | -0.02% | – |
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -180 | -100.0% | -0.02% | – |
LKQ | Exit | LKQ CORP | $0 | – | -628 | -100.0% | -0.02% | – |
SYY | Exit | SYSCO CORP | $0 | – | -531 | -100.0% | -0.03% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -183 | -100.0% | -0.03% | – |
YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -908 | -100.0% | -0.03% | – |
FISV | Exit | FISERV INC | $0 | – | -406 | -100.0% | -0.03% | – |
VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -286 | -100.0% | -0.04% | – |
CP | Exit | CANADIAN PAC RY LTD | $0 | – | -1,182 | -100.0% | -0.06% | – |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -874 | -100.0% | -0.06% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -649 | -100.0% | -0.08% | – |
OVB | Exit | LISTED FD TRshares core bd | $0 | – | -5,617 | -100.0% | -0.08% | – |
LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -517 | -100.0% | -0.08% | – |
FLQH | Exit | FRANKLIN TEMPLETON ETF TRintl cor div til | $0 | – | -11,558 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.