Resurgent Financial Advisors LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$166.5M

Holdings

181

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (181 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	37,953	$8.4M	5.06%
2	MSFTMICROSOFT CORP	21,955	$8.2M	4.95%
3	BRK/BBERKSHIRE HATHAWAY INC DEL	11,584	$6.2M	3.70%
4	JPMJPMORGAN CHASE & CO.	19,522	$4.8M	2.88%
5	SPYSPDR S&P 500 ETF TR	7,630	$4.3M	2.56%
6	VIGVANGUARD SPECIALIZED FUNDS	21,945	$4.3M	2.56%
7	IWDISHARES TR	21,084	$4.0M	2.38%
8	TPLTEXAS PACIFIC LAND CORPORATI	2,733	$3.6M	2.17%
9	NVDANVIDIA CORPORATION	32,212	$3.5M	2.10%
10	AMZNAMAZON COM INC	15,881	$3.0M	1.81%
11	GOOGLALPHABET INC	19,059	$2.9M	1.77%
12	IVVISHARES TR	5,085	$2.9M	1.72%
13	HDHOME DEPOT INC	6,738	$2.5M	1.48%
14	COPCONOCOPHILLIPS	22,066	$2.3M	1.39%
15	IUSBISHARES TR	47,521	$2.2M	1.32%
16	JNJJOHNSON & JOHNSON	12,927	$2.1M	1.29%
17	WMTWALMART INC	23,563	$2.1M	1.24%
18	XOMEXXON MOBIL CORP	16,989	$2.0M	1.21%
19	DLNWISDOMTREE TR	22,014	$1.7M	1.05%
20	SPHQINVESCO EXCHANGE TRADED FD T	25,936	$1.7M	1.03%
21	ETNEATON CORP PLC	6,147	$1.7M	1.00%
22	CVXCHEVRON CORP NEW	9,891	$1.7M	0.99%
23	QUALISHARES TR	9,553	$1.6M	0.98%
24	VVISA INC	4,531	$1.6M	0.95%
25	IBITISHARES BITCOIN TRUST ETF	33,637	$1.6M	0.95%
26	SPYMSPDR SER TR	23,137	$1.5M	0.91%
27	DONWISDOMTREE TR	29,559	$1.5M	0.88%
28	JEPQJ P MORGAN EXCHANGE TRADED F	28,087	$1.5M	0.87%
29	IVWISHARES TR	15,329	$1.4M	0.85%
30	DWDMORGAN STANLEY	11,905	$1.4M	0.83%
31	IJRISHARES TR	12,530	$1.3M	0.79%
32	COSTCOSTCO WHSL CORP NEW	1,334	$1.3M	0.76%
33	PWRQUANTA SVCS INC	4,714	$1.2M	0.72%
34	NEENEXTERA ENERGY INC	16,879	$1.2M	0.72%
35	DHRDANAHER CORPORATION	5,746	$1.2M	0.71%
36	MLPXGLOBAL X FDS	17,431	$1.1M	0.67%
37	AMGNAMGEN INC	3,564	$1.1M	0.67%
38	ISRGINTUITIVE SURGICAL INC	2,230	$1.1M	0.66%
39	CMECME GROUP INC	3,995	$1.1M	0.64%
40	DYNFBLACKROCK ETF TRUST	21,570	$1.1M	0.63%
41	SHYGISHARES TR	24,233	$1.0M	0.62%
42	IVEISHARES TR	5,404	$1.0M	0.62%
43	MBBISHARES TR	10,766	$1.0M	0.61%
44	VBRVANGUARD INDEX FDS	5,398	$1.0M	0.60%
45	VIGIVANGUARD WHITEHALL FDS	12,084	$1.0M	0.60%
46	MPCMARATHON PETE CORP	6,564	$956K	0.57%
47	SGOLETFS GOLD TR	31,689	$945K	0.57%
48	NFLXNETFLIX INC	1,010	$942K	0.57%
49	USFRWISDOMTREE TR	18,168	$914K	0.55%
50	METAMETA PLATFORMS INC	1,546	$891K	0.54%
51	MAMASTERCARD INCORPORATED	1,618	$887K	0.53%
52	COWZPACER FDS TR	16,068	$880K	0.53%
53	AVGOBROADCOM INC	5,170	$866K	0.52%
54	VTIVANGUARD INDEX FDS	3,058	$840K	0.50%
55	PGPROCTER AND GAMBLE CO	4,889	$833K	0.50%
56	MOALTRIA GROUP INC	13,872	$833K	0.50%
57	EFVISHARES TR	14,084	$830K	0.50%
58	MCOMOODYS CORP	1,765	$822K	0.49%
59	MRKMERCK & CO INC	9,076	$815K	0.49%
60	MSIMOTOROLA SOLUTIONS INC	1,860	$814K	0.49%
61	SCHZSCHWAB STRATEGIC TR	33,500	$776K	0.47%
62	SCHGSCHWAB STRATEGIC TR	29,850	$747K	0.45%
63	KMIKINDER MORGAN INC DEL	25,954	$740K	0.44%
64	RSGREPUBLIC SVCS INC	3,041	$736K	0.44%
65	PFEPFIZER INC	28,170	$714K	0.43%
66	UNHUNITEDHEALTH GROUP INC	1,345	$704K	0.42%
67	MOATVANECK ETF TRUST	7,931	$698K	0.42%
68	CBCHUBB LIMITED	2,301	$695K	0.42%
69	MKLMARKEL GROUP INC	367	$686K	0.41%
70	TMUST-MOBILE US INC	2,560	$683K	0.41%
71	TAT&T INC	23,348	$660K	0.40%
72	TJXTJX COS INC NEW	5,420	$660K	0.40%
73	BAC 7.25 PERP LBANK AMERICA CORP	530	$654K	0.39%
74	EMXCISHARES INC	11,190	$616K	0.37%
75	JPSTJ P MORGAN EXCHANGE TRADED F	12,114	$613K	0.37%
76	VBVANGUARD INDEX FDS	2,750	$610K	0.37%
77	ABBVABBVIE INC	2,858	$599K	0.36%
78	LLYELI LILLY & CO	724	$598K	0.36%
79	VRIGINVESCO ACTIVELY MANAGED EXC	23,846	$598K	0.36%
80	VOTVANGUARD INDEX FDS	2,437	$596K	0.36%
81	DEDEERE & CO	1,260	$591K	0.36%
82	WTRGESSENTIAL UTILS INC	14,413	$570K	0.34%
83	ITOTISHARES TR	4,490	$548K	0.33%
84	UNPUNION PAC CORP	2,275	$537K	0.32%
85	AGGISHARES TR	5,430	$537K	0.32%
86	TTTRANE TECHNOLOGIES PLC	1,584	$534K	0.32%
87	LMTLOCKHEED MARTIN CORP	1,191	$532K	0.32%
88	EFGISHARES TR	5,289	$529K	0.32%
89	SCHXSCHWAB STRATEGIC TR	23,790	$525K	0.32%
90	IEMGISHARES INC	9,666	$522K	0.31%
91	MTBM & T BK CORP	2,863	$512K	0.31%
92	CIBRFIRST TR EXCHANGE TRADED FD	7,973	$502K	0.30%
93	GLWCORNING INC	10,925	$500K	0.30%
94	TXNTEXAS INSTRS INC	2,772	$498K	0.30%
95	MDTMEDTRONIC PLC	5,536	$497K	0.30%
96	CLCOLGATE PALMOLIVE CO	5,278	$495K	0.30%
97	DISDISNEY WALT CO	4,815	$475K	0.29%
98	QQQMINVESCO EXCH TRADED FD TR II	2,458	$474K	0.28%
99	XLESELECT SECTOR SPDR TR	5,027	$470K	0.28%
100	SPDWSPDR INDEX SHS FDS	12,872	$469K	0.28%

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