Resurgent Financial Advisors LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$169.9M

Holdings

175

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (175 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	AAPLAPPLE INC	38,551	$9.7M	5.68%
2	MSFTMICROSOFT CORP	21,820	$9.2M	5.41%
3	BRK/BBERKSHIRE HATHAWAY INC DEL	11,521	$5.2M	3.07%
4	JPMJPMORGAN CHASE & CO.	19,918	$4.8M	2.81%
5	NVDANVIDIA CORPORATION	34,512	$4.6M	2.70%	Put
6	VIGVANGUARD SPECIALIZED FUNDS	20,780	$4.1M	2.39%
7	IWDISHARES TR	21,535	$4.0M	2.35%
8	SPYSPDR S&P 500 ETF TR	8,480	$4.0M	2.34%	Put
9	AMZNAMAZON COM INC	15,186	$3.3M	1.96%
10	GOOGLALPHABET INC	17,475	$3.3M	1.95%
11	IVVISHARES TR	5,394	$3.2M	1.87%
12	TPLTEXAS PACIFIC LAND CORPORATI	2,733	$3.0M	1.78%
13	HDHOME DEPOT INC	7,349	$2.9M	1.68%
14	ETNEATON CORP PLC	6,785	$2.3M	1.32%
15	WMTWALMART INC	23,991	$2.2M	1.28%
16	COPCONOCOPHILLIPS	21,633	$2.1M	1.26%
17	IUSBISHARES TR	47,303	$2.1M	1.26%
18	JNJJOHNSON & JOHNSON	13,182	$1.9M	1.12%
19	XOMEXXON MOBIL CORP	17,071	$1.8M	1.08%
20	IBITISHARES BITCOIN TRUST ETF	33,883	$1.8M	1.06%
21	SPYMSPDR SER TR	25,433	$1.8M	1.03%
22	DLNWISDOMTREE TR	22,225	$1.7M	1.02%
23	SPHQINVESCO EXCHANGE TRADED FD T	25,407	$1.7M	1.00%
24	JEPQJ P MORGAN EXCHANGE TRADED F	28,335	$1.6M	0.94%
25	QUALISHARES TR	8,768	$1.6M	0.92%
26	IVWISHARES TR	15,017	$1.5M	0.90%
27	DONWISDOMTREE TR	29,293	$1.5M	0.88%
28	CVXCHEVRON CORP NEW	10,169	$1.5M	0.87%
29	PWRQUANTA SVCS INC	4,569	$1.4M	0.85%
30	IJRISHARES TR	12,432	$1.4M	0.84%
31	VVISA INC	4,504	$1.4M	0.84%
32	DHRDANAHER CORPORATION	5,482	$1.3M	0.74%
33	COSTCOSTCO WHSL CORP NEW	1,334	$1.2M	0.72%
34	MPCMARATHON PETE CORP	8,762	$1.2M	0.72%
35	AVGOBROADCOM INC	4,985	$1.2M	0.68%
36	NEENEXTERA ENERGY INC	15,677	$1.1M	0.66%
37	MBBISHARES TR	11,989	$1.1M	0.65%
38	MDLZMONDELEZ INTL INC	18,268	$1.1M	0.64%
39	DYNFBLACKROCK ETF TRUST	21,044	$1.1M	0.63%
40	ISRGINTUITIVE SURGICAL INC	2,053	$1.1M	0.63%
41	MSIMOTOROLA SOLUTIONS INC	2,290	$1.1M	0.62%
42	MLPXGLOBAL X FDS	17,449	$1.1M	0.62%
43	VBRVANGUARD INDEX FDS	4,983	$987K	0.58%
44	MRKMERCK & CO INC	9,787	$974K	0.57%
45	DWDMORGAN STANLEY	7,654	$962K	0.57%
46	EFVISHARES TR	18,176	$954K	0.56%
47	SHYGISHARES TR	22,348	$952K	0.56%
48	AMGNAMGEN INC	3,648	$951K	0.56%
49	EFGISHARES TR	9,810	$950K	0.56%
50	VIGIVANGUARD WHITEHALL FDS	11,874	$950K	0.56%
51	FCXFREEPORT-MCMORAN INC	24,785	$944K	0.56%
52	CMECME GROUP INC	3,981	$925K	0.54%
53	COWZPACER FDS TR	16,262	$918K	0.54%
54	ORCLORACLE CORP	5,318	$886K	0.52%
55	VTIVANGUARD INDEX FDS	3,027	$877K	0.52%
56	MAMASTERCARD INCORPORATED	1,615	$850K	0.50%
57	MCOMOODYS CORP	1,782	$844K	0.50%
58	PGPROCTER AND GAMBLE CO	4,880	$818K	0.48%
59	METAMETA PLATFORMS INC	1,389	$813K	0.48%
60	SGOLETFS GOLD TR	31,580	$791K	0.47%
61	MOATVANECK ETF TRUST	8,515	$790K	0.46%
62	SCHGSCHWAB STRATEGIC TR	27,249	$759K	0.45%
63	IVEISHARES TR	3,895	$743K	0.44%
64	MOALTRIA GROUP INC	13,992	$732K	0.43%
65	SCHZSCHWAB STRATEGIC TR	32,087	$728K	0.43%
66	KMIKINDER MORGAN INC DEL	25,982	$712K	0.42%
67	CBCHUBB LIMITED	2,573	$711K	0.42%
68	PFEPFIZER INC	25,139	$667K	0.39%
69	LMTLOCKHEED MARTIN CORP	1,365	$663K	0.39%
70	USFRWISDOMTREE TR	13,159	$662K	0.39%
71	EMXCISHARES INC	11,941	$662K	0.39%
72	TJXTJX COS INC NEW	5,467	$660K	0.39%
73	UNHUNITEDHEALTH GROUP INC	1,304	$660K	0.39%
74	BAC 7.25 PERP LBANK AMERICA CORP	529	$644K	0.38%
75	MKLMARKEL GROUP INC	371	$640K	0.38%
76	VBVANGUARD INDEX FDS	2,660	$639K	0.38%
77	VRIGINVESCO ACTIVELY MANAGED EXC	25,283	$635K	0.37%
78	VOTVANGUARD INDEX FDS	2,456	$623K	0.37%
79	RSGREPUBLIC SVCS INC	3,079	$619K	0.36%
80	TXNTEXAS INSTRS INC	3,271	$613K	0.36%
81	JPSTJ P MORGAN EXCHANGE TRADED F	12,162	$613K	0.36%
82	TSLATESLA INC	1,489	$601K	0.35%
83	TTTRANE TECHNOLOGIES PLC	1,617	$597K	0.35%
84	DISDISNEY WALT CO	5,321	$592K	0.35%
85	UNPUNION PAC CORP	2,569	$586K	0.34%
86	ICEINTERCONTINENTAL EXCHANGE IN	3,928	$585K	0.34%
87	ABBVABBVIE INC	3,251	$578K	0.34%
88	ITOTISHARES TR	4,490	$578K	0.34%
89	TMUST-MOBILE US INC	2,584	$570K	0.34%
90	KKRKKR & CO INC	3,773	$558K	0.33%
91	SCHXSCHWAB STRATEGIC TR	23,790	$551K	0.32%
92	MTBM & T BK CORP	2,867	$539K	0.32%
93	LLYELI LILLY & CO	698	$539K	0.32%
94	DEDEERE & CO	1,262	$535K	0.31%
95	AGGISHARES TR	5,416	$525K	0.31%
96	WTRGESSENTIAL UTILS INC	14,413	$523K	0.31%
97	QQQMINVESCO EXCH TRADED FD TR II	2,443	$514K	0.30%
98	XLESELECT SECTOR SPDR TR	5,945	$509K	0.30%
99	CIBRFIRST TR EXCHANGE TRADED FD	7,946	$504K	0.30%
100	BINCBLACKROCK ETF TRUST II	9,648	$502K	0.30%

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