Resurgent Financial Advisors LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$169.9B
Holdings
175
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 38,551 | $9.7B | 5.68% | |
| 2 | MSFTMICROSOFT CORP | 21,820 | $9.2B | 5.41% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,521 | $5.2B | 3.07% | |
| 4 | JPMJPMORGAN CHASE & CO. | 19,918 | $4.8B | 2.81% | |
| 5 | NVDANVIDIA CORPORATION | 34,512 | $4.6B | 2.70% | Put |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 20,780 | $4.1B | 2.39% | |
| 7 | IWDISHARES TR | 21,535 | $4.0B | 2.35% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,480 | $4.0B | 2.34% | Put |
| 9 | AMZNAMAZON COM INC | 15,186 | $3.3B | 1.96% | |
| 10 | GOOGLALPHABET INC | 17,475 | $3.3B | 1.95% | |
| 11 | IVVISHARES TR | 5,394 | $3.2B | 1.87% | |
| 12 | TPLTEXAS PACIFIC LAND CORPORATI | 2,733 | $3.0B | 1.78% | |
| 13 | HDHOME DEPOT INC | 7,349 | $2.9B | 1.68% | |
| 14 | ETNEATON CORP PLC | 6,785 | $2.3B | 1.32% | |
| 15 | WMTWALMART INC | 23,991 | $2.2B | 1.28% | |
| 16 | COPCONOCOPHILLIPS | 21,633 | $2.1B | 1.26% | |
| 17 | IUSBISHARES TR | 47,303 | $2.1B | 1.26% | |
| 18 | JNJJOHNSON & JOHNSON | 13,182 | $1.9B | 1.12% | |
| 19 | XOMEXXON MOBIL CORP | 17,071 | $1.8B | 1.08% | |
| 20 | IBITISHARES BITCOIN TRUST ETF | 33,883 | $1.8B | 1.06% | |
| 21 | SPYMSPDR SER TR | 25,433 | $1.8B | 1.03% | |
| 22 | DLNWISDOMTREE TR | 22,225 | $1.7B | 1.02% | |
| 23 | SPHQINVESCO EXCHANGE TRADED FD T | 25,407 | $1.7B | 1.00% | |
| 24 | JEPQJ P MORGAN EXCHANGE TRADED F | 28,335 | $1.6B | 0.94% | |
| 25 | QUALISHARES TR | 8,768 | $1.6B | 0.92% | |
| 26 | IVWISHARES TR | 15,017 | $1.5B | 0.90% | |
| 27 | DONWISDOMTREE TR | 29,293 | $1.5B | 0.88% | |
| 28 | CVXCHEVRON CORP NEW | 10,169 | $1.5B | 0.87% | |
| 29 | PWRQUANTA SVCS INC | 4,569 | $1.4B | 0.85% | |
| 30 | IJRISHARES TR | 12,432 | $1.4B | 0.84% | |
| 31 | VVISA INC | 4,504 | $1.4B | 0.84% | |
| 32 | DHRDANAHER CORPORATION | 5,482 | $1.3B | 0.74% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 1,334 | $1.2B | 0.72% | |
| 34 | MPCMARATHON PETE CORP | 8,762 | $1.2B | 0.72% | |
| 35 | AVGOBROADCOM INC | 4,985 | $1.2B | 0.68% | |
| 36 | NEENEXTERA ENERGY INC | 15,677 | $1.1B | 0.66% | |
| 37 | MBBISHARES TR | 11,989 | $1.1B | 0.65% | |
| 38 | MDLZMONDELEZ INTL INC | 18,268 | $1.1B | 0.64% | |
| 39 | DYNFBLACKROCK ETF TRUST | 21,044 | $1.1B | 0.63% | |
| 40 | ISRGINTUITIVE SURGICAL INC | 2,053 | $1.1B | 0.63% | |
| 41 | MSIMOTOROLA SOLUTIONS INC | 2,290 | $1.1B | 0.62% | |
| 42 | MLPXGLOBAL X FDS | 17,449 | $1.1B | 0.62% | |
| 43 | VBRVANGUARD INDEX FDS | 4,983 | $987.5M | 0.58% | |
| 44 | MRKMERCK & CO INC | 9,787 | $973.6M | 0.57% | |
| 45 | DWDMORGAN STANLEY | 7,654 | $962.3M | 0.57% | |
| 46 | EFVISHARES TR | 18,176 | $953.7M | 0.56% | |
| 47 | SHYGISHARES TR | 22,348 | $952.2M | 0.56% | |
| 48 | AMGNAMGEN INC | 3,648 | $950.7M | 0.56% | |
| 49 | EFGISHARES TR | 9,810 | $949.9M | 0.56% | |
| 50 | VIGIVANGUARD WHITEHALL FDS | 11,874 | $949.8M | 0.56% | |
| 51 | FCXFREEPORT-MCMORAN INC | 24,785 | $943.8M | 0.56% | |
| 52 | CMECME GROUP INC | 3,981 | $924.5M | 0.54% | |
| 53 | COWZPACER FDS TR | 16,262 | $918.5M | 0.54% | |
| 54 | ORCLORACLE CORP | 5,318 | $886.2M | 0.52% | |
| 55 | VTIVANGUARD INDEX FDS | 3,027 | $877.2M | 0.52% | |
| 56 | MAMASTERCARD INCORPORATED | 1,615 | $850.4M | 0.50% | |
| 57 | MCOMOODYS CORP | 1,782 | $843.5M | 0.50% | |
| 58 | PGPROCTER AND GAMBLE CO | 4,880 | $818.1M | 0.48% | |
| 59 | METAMETA PLATFORMS INC | 1,389 | $813.3M | 0.48% | |
| 60 | SGOLETFS GOLD TR | 31,580 | $791.1M | 0.47% | |
| 61 | MOATVANECK ETF TRUST | 8,515 | $789.6M | 0.46% | |
| 62 | SCHGSCHWAB STRATEGIC TR | 27,249 | $759.4M | 0.45% | |
| 63 | IVEISHARES TR | 3,895 | $743.5M | 0.44% | |
| 64 | MOALTRIA GROUP INC | 13,992 | $731.6M | 0.43% | |
| 65 | SCHZSCHWAB STRATEGIC TR | 32,087 | $728.4M | 0.43% | |
| 66 | KMIKINDER MORGAN INC DEL | 25,982 | $711.9M | 0.42% | |
| 67 | CBCHUBB LIMITED | 2,573 | $710.9M | 0.42% | |
| 68 | PFEPFIZER INC | 25,139 | $666.9M | 0.39% | |
| 69 | LMTLOCKHEED MARTIN CORP | 1,365 | $663.3M | 0.39% | |
| 70 | USFRWISDOMTREE TR | 13,159 | $662.1M | 0.39% | |
| 71 | EMXCISHARES INC | 11,941 | $662.1M | 0.39% | |
| 72 | TJXTJX COS INC NEW | 5,467 | $660.5M | 0.39% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 1,304 | $659.6M | 0.39% | |
| 74 | BAC 7.25 PERP LBANK AMERICA CORP | 529 | $644.4M | 0.38% | |
| 75 | MKLMARKEL GROUP INC | 371 | $640.4M | 0.38% | |
| 76 | VBVANGUARD INDEX FDS | 2,660 | $639.0M | 0.38% | |
| 77 | VRIGINVESCO ACTIVELY MANAGED EXC | 25,283 | $635.0M | 0.37% | |
| 78 | VOTVANGUARD INDEX FDS | 2,456 | $623.2M | 0.37% | |
| 79 | RSGREPUBLIC SVCS INC | 3,079 | $619.4M | 0.36% | |
| 80 | TXNTEXAS INSTRS INC | 3,271 | $613.3M | 0.36% | |
| 81 | JPSTJ P MORGAN EXCHANGE TRADED F | 12,162 | $612.6M | 0.36% | |
| 82 | TSLATESLA INC | 1,489 | $601.3M | 0.35% | |
| 83 | TTTRANE TECHNOLOGIES PLC | 1,617 | $597.2M | 0.35% | |
| 84 | DISDISNEY WALT CO | 5,321 | $592.5M | 0.35% | |
| 85 | UNPUNION PAC CORP | 2,569 | $585.8M | 0.34% | |
| 86 | ICEINTERCONTINENTAL EXCHANGE IN | 3,928 | $585.3M | 0.34% | |
| 87 | ABBVABBVIE INC | 3,251 | $577.7M | 0.34% | |
| 88 | ITOTISHARES TR | 4,490 | $577.5M | 0.34% | |
| 89 | TMUST-MOBILE US INC | 2,584 | $570.4M | 0.34% | |
| 90 | KKRKKR & CO INC | 3,773 | $558.1M | 0.33% | |
| 91 | SCHXSCHWAB STRATEGIC TR | 23,790 | $551.5M | 0.32% | |
| 92 | MTBM & T BK CORP | 2,867 | $539.0M | 0.32% | |
| 93 | LLYELI LILLY & CO | 698 | $538.9M | 0.32% | |
| 94 | DEDEERE & CO | 1,262 | $534.7M | 0.31% | |
| 95 | AGGISHARES TR | 5,416 | $524.8M | 0.31% | |
| 96 | WTRGESSENTIAL UTILS INC | 14,413 | $523.5M | 0.31% | |
| 97 | QQQMINVESCO EXCH TRADED FD TR II | 2,443 | $514.1M | 0.30% | |
| 98 | XLESELECT SECTOR SPDR TR | 5,945 | $509.2M | 0.30% | |
| 99 | CIBRFIRST TR EXCHANGE TRADED FD | 7,946 | $504.2M | 0.30% | |
| 100 | BINCBLACKROCK ETF TRUST II | 9,648 | $501.9M | 0.30% |
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