13F HOLDINGS REPORT
Resurgent Financial Advisors LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001085146-25-001342
Total Value
$169.9M
Positions
179
Other Managers
0
Confidential Omitted
No
Holdings (179)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 38,551 | $9.7M | 5.68% |
| 2 | MICROSOFT CORP | MSFT | 21,820 | $9.2M | 5.41% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,521 | $5.2M | 3.07% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 19,918 | $4.8M | 2.81% |
| 5 | NVIDIA CORPORATION | NVDA | 34,112 | $4.6M | 2.70% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 20,780 | $4.1M | 2.39% |
| 7 | ISHARES TR | 464287598 | 21,535 | $4.0M | 2.35% |
| 8 | SPDR S&P 500 ETF TR | SPY | 6,680 | $3.9M | 2.30% |
| 9 | AMAZON COM INC | AMZN | 15,186 | $3.3M | 1.96% |
| 10 | ALPHABET INC | GOOG | 17,475 | $3.3M | 1.95% |
| 11 | ISHARES TR | 464287200 | 5,394 | $3.2M | 1.87% |
| 12 | TEXAS PACIFIC LAND CORPORATI | TPL | 2,733 | $3.0M | 1.78% |
| 13 | HOME DEPOT INC | HD | 7,349 | $2.9M | 1.68% |
| 14 | EATON CORP PLC | ETN | 6,785 | $2.3M | 1.32% |
| 15 | WALMART INC | WMT | 23,991 | $2.2M | 1.28% |
| 16 | CONOCOPHILLIPS | COP | 21,633 | $2.1M | 1.26% |
| 17 | ISHARES TR | 46434V613 | 47,303 | $2.1M | 1.26% |
| 18 | JOHNSON & JOHNSON | JNJ | 13,182 | $1.9M | 1.12% |
| 19 | EXXON MOBIL CORP | XOM | 17,071 | $1.8M | 1.08% |
| 20 | ISHARES BITCOIN TRUST ETF | IBIT | 33,883 | $1.8M | 1.06% |
| 21 | SPDR SER TR | 78464A854 | 25,433 | $1.8M | 1.03% |
| 22 | WISDOMTREE TR | WT | 22,225 | $1.7M | 1.02% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,407 | $1.7M | 1.00% |
| 24 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 28,335 | $1.6M | 0.94% |
| 25 | ISHARES TR | 46432F339 | 8,768 | $1.6M | 0.92% |
| 26 | ISHARES TR | 464287309 | 15,017 | $1.5M | 0.90% |
| 27 | WISDOMTREE TR | WT | 29,293 | $1.5M | 0.88% |
| 28 | CHEVRON CORP NEW | CVX | 10,169 | $1.5M | 0.87% |
| 29 | QUANTA SVCS INC | 74762E102 | 4,569 | $1.4M | 0.85% |
| 30 | ISHARES TR | 464287804 | 12,432 | $1.4M | 0.84% |
| 31 | VISA INC | V | 4,504 | $1.4M | 0.84% |
| 32 | DANAHER CORPORATION | 235851102 | 5,482 | $1.3M | 0.74% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 1,334 | $1.2M | 0.72% |
| 34 | MARATHON PETE CORP | MARA | 8,762 | $1.2M | 0.72% |
| 35 | BROADCOM INC | AVGO | 4,985 | $1.2M | 0.68% |
| 36 | NEXTERA ENERGY INC | NEE-PW | 15,677 | $1.1M | 0.66% |
| 37 | ISHARES TR | 464288588 | 11,989 | $1.1M | 0.65% |
| 38 | MONDELEZ INTL INC | 609207105 | 18,268 | $1.1M | 0.64% |
| 39 | BLACKROCK ETF TRUST | BLK | 21,044 | $1.1M | 0.63% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 2,053 | $1.1M | 0.63% |
| 41 | MOTOROLA SOLUTIONS INC | MSI | 2,290 | $1.1M | 0.62% |
| 42 | GLOBAL X FDS | 37954Y293 | 17,449 | $1.1M | 0.62% |
| 43 | VANGUARD INDEX FDS | 922908611 | 4,983 | $987,459 | 0.58% |
| 44 | MERCK & CO INC | MRK | 9,787 | $973,612 | 0.57% |
| 45 | MORGAN STANLEY | MS-PQ | 7,654 | $962,261 | 0.57% |
| 46 | ISHARES TR | 464288877 | 18,176 | $953,695 | 0.56% |
| 47 | ISHARES TR | 46434V407 | 22,348 | $952,241 | 0.56% |
| 48 | AMGEN INC | AMGN | 3,648 | $950,712 | 0.56% |
| 49 | ISHARES TR | 464288885 | 9,810 | $949,902 | 0.56% |
| 50 | VANGUARD WHITEHALL FDS | 921946810 | 11,874 | $949,815 | 0.56% |
| 51 | FREEPORT-MCMORAN INC | FCX | 24,785 | $943,813 | 0.56% |
| 52 | CME GROUP INC | CME | 3,981 | $924,508 | 0.54% |
| 53 | PACER FDS TR | 69374H881 | 16,262 | $918,478 | 0.54% |
| 54 | ORACLE CORP | ORCL-PD | 5,318 | $886,192 | 0.52% |
| 55 | VANGUARD INDEX FDS | 922908769 | 3,027 | $877,200 | 0.52% |
| 56 | MASTERCARD INCORPORATED | MA | 1,615 | $850,411 | 0.50% |
| 57 | MOODYS CORP | MCO | 1,782 | $843,545 | 0.50% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 4,880 | $818,132 | 0.48% |
| 59 | META PLATFORMS INC | META | 1,389 | $813,316 | 0.48% |
| 60 | ETFS GOLD TR | 00326A104 | 31,580 | $791,079 | 0.47% |
| 61 | VANECK ETF TRUST | 92189F643 | 8,515 | $789,584 | 0.46% |
| 62 | SCHWAB STRATEGIC TR | 808524300 | 27,249 | $759,438 | 0.45% |
| 63 | ISHARES TR | 464287408 | 3,895 | $743,478 | 0.44% |
| 64 | ALTRIA GROUP INC | MO | 13,992 | $731,642 | 0.43% |
| 65 | SCHWAB STRATEGIC TR | 808524839 | 32,087 | $728,375 | 0.43% |
| 66 | KINDER MORGAN INC DEL | EP-PC | 25,982 | $711,907 | 0.42% |
| 67 | CHUBB LIMITED | CB | 2,573 | $710,920 | 0.42% |
| 68 | PFIZER INC | PFE | 25,139 | $666,946 | 0.39% |
| 69 | LOCKHEED MARTIN CORP | LMT | 1,365 | $663,308 | 0.39% |
| 70 | WISDOMTREE TR | WT | 13,159 | $662,140 | 0.39% |
| 71 | ISHARES INC | 46434G764 | 11,941 | $662,128 | 0.39% |
| 72 | TJX COS INC NEW | 872540109 | 5,467 | $660,468 | 0.39% |
| 73 | UNITEDHEALTH GROUP INC | UNH | 1,304 | $659,641 | 0.39% |
| 74 | BANK AMERICA CORP | 060505682 | 529 | $644,375 | 0.38% |
| 75 | MARKEL GROUP INC | MKL | 371 | $640,431 | 0.38% |
| 76 | VANGUARD INDEX FDS | 922908751 | 2,660 | $639,029 | 0.38% |
| 77 | INVESCO ACTIVELY MANAGED EXC | IVZ | 25,283 | $634,983 | 0.37% |
| 78 | VANGUARD INDEX FDS | 922908538 | 2,456 | $623,210 | 0.37% |
| 79 | REPUBLIC SVCS INC | 760759100 | 3,079 | $619,433 | 0.36% |
| 80 | TEXAS INSTRS INC | 882508104 | 3,271 | $613,345 | 0.36% |
| 81 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 12,162 | $612,600 | 0.36% |
| 82 | TESLA INC | TSLA | 1,489 | $601,318 | 0.35% |
| 83 | TRANE TECHNOLOGIES PLC | TT | 1,617 | $597,239 | 0.35% |
| 84 | DISNEY WALT CO | 254687106 | 5,321 | $592,485 | 0.35% |
| 85 | UNION PAC CORP | UNP | 2,569 | $585,835 | 0.34% |
| 86 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,928 | $585,311 | 0.34% |
| 87 | ABBVIE INC | ABBV | 3,251 | $577,703 | 0.34% |
| 88 | ISHARES TR | 464287150 | 4,490 | $577,504 | 0.34% |
| 89 | T-MOBILE US INC | TMUSZ | 2,584 | $570,366 | 0.34% |
| 90 | KKR & CO INC | KKRT | 3,773 | $558,064 | 0.33% |
| 91 | SCHWAB STRATEGIC TR | 808524201 | 23,790 | $551,452 | 0.32% |
| 92 | M & T BK CORP | 55261F104 | 2,867 | $539,025 | 0.32% |
| 93 | ELI LILLY & CO | LLY | 698 | $538,931 | 0.32% |
| 94 | DEERE & CO | DE | 1,262 | $534,709 | 0.31% |
| 95 | ISHARES TR | 464287226 | 5,416 | $524,810 | 0.31% |
| 96 | ESSENTIAL UTILS INC | 29670G102 | 14,413 | $523,480 | 0.31% |
| 97 | INVESCO EXCH TRADED FD TR II | IVZ | 2,443 | $514,129 | 0.30% |
| 98 | SELECT SECTOR SPDR TR | 81369Y506 | 5,945 | $509,206 | 0.30% |
| 99 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 7,946 | $504,183 | 0.30% |
| 100 | BLACKROCK ETF TRUST II | BLK | 9,648 | $501,889 | 0.30% |
| 101 | GLOBAL X FDS | 37954Y715 | 15,600 | $498,420 | 0.29% |
| 102 | HIGHWOODS PPTYS INC | 431284108 | 15,461 | $472,789 | 0.28% |
| 103 | SPDR INDEX SHS FDS | 78463X509 | 12,214 | $468,662 | 0.28% |
| 104 | AMERICAN WTR WKS CO INC NEW | 030420103 | 3,659 | $455,509 | 0.27% |
| 105 | COLGATE PALMOLIVE CO | CL | 4,991 | $453,732 | 0.27% |
| 106 | ISHARES TR | 464287721 | 2,809 | $448,092 | 0.26% |
| 107 | AIR PRODS & CHEMS INC | AIIR | 1,534 | $444,921 | 0.26% |
| 108 | VANECK ETF TRUST | 92189F676 | 1,824 | $441,773 | 0.26% |
| 109 | SCHWAB STRATEGIC TR | 808524862 | 18,242 | $438,892 | 0.26% |
| 110 | SPDR INDEX SHS FDS | 78463X889 | 12,803 | $436,966 | 0.26% |
| 111 | SALESFORCE INC | CRM | 1,290 | $431,286 | 0.25% |
| 112 | SCHWAB STRATEGIC TR | 808524409 | 16,391 | $427,319 | 0.25% |
| 113 | STOCK YDS BANCORP INC | 861025104 | 5,947 | $425,881 | 0.25% |
| 114 | PEPSICO INC | PEP | 2,708 | $411,778 | 0.24% |
| 115 | SIMON PPTY GROUP INC NEW | 828806109 | 2,377 | $409,343 | 0.24% |
| 116 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 6,596 | $409,216 | 0.24% |
| 117 | MEDTRONIC PLC | MDT | 5,113 | $408,426 | 0.24% |
| 118 | SCHWAB STRATEGIC TR | 808524508 | 14,353 | $397,712 | 0.23% |
| 119 | CINTAS CORP | CTAS | 2,155 | $393,719 | 0.23% |
| 120 | VERIZON COMMUNICATIONS INC | VZ | 9,831 | $393,144 | 0.23% |
| 121 | SYNOPSYS INC | SNPS | 810 | $393,142 | 0.23% |
| 122 | TEMA ETF TRUST | 87975E107 | 12,281 | $389,671 | 0.23% |
| 123 | SPDR GOLD TR | GLD | 1,599 | $387,166 | 0.23% |
| 124 | VANGUARD WHITEHALL FDS | 921946406 | 3,012 | $384,301 | 0.23% |
| 125 | ADOBE INC | ADBE | 860 | $382,425 | 0.23% |
| 126 | DUKE ENERGY CORP NEW | DUKB | 3,526 | $379,883 | 0.22% |
| 127 | ISHARES TR | 464287242 | 3,415 | $364,859 | 0.21% |
| 128 | MCDONALDS CORP | MCD | 1,257 | $364,324 | 0.21% |
| 129 | LINDE PLC | LIN | 867 | $362,987 | 0.21% |
| 130 | ISHARES INC | 46434G103 | 6,607 | $345,000 | 0.20% |
| 131 | ISHARES TR | 464287432 | 3,939 | $343,993 | 0.20% |
| 132 | SCHWAB STRATEGIC TR | 808524797 | 12,478 | $340,899 | 0.20% |
| 133 | SELECT SECTOR SPDR TR | 81369Y605 | 6,817 | $329,466 | 0.19% |
| 134 | ASML HOLDING N V | ASMLF | 468 | $324,361 | 0.19% |
| 135 | ISHARES TR | 464287507 | 5,042 | $314,175 | 0.18% |
| 136 | VANGUARD INDEX FDS | 922908363 | 576 | $310,355 | 0.18% |
| 137 | PIMCO ETF TR | 72201R585 | 11,788 | $305,545 | 0.18% |
| 138 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,314 | $300,561 | 0.18% |
| 139 | ISHARES TR | 46432F842 | 4,245 | $298,339 | 0.18% |
| 140 | SELECT SECTOR SPDR TR | 81369Y886 | 3,784 | $286,402 | 0.17% |
| 141 | AMERICAN TOWER CORP NEW | 03027X100 | 1,554 | $285,019 | 0.17% |
| 142 | CISCO SYS INC | CSCO | 4,773 | $282,562 | 0.17% |
| 143 | CAPITAL ONE FINL CORP | 14040H105 | 1,560 | $278,179 | 0.16% |
| 144 | INVESCO QQQ TR | IVZ | 543 | $277,555 | 0.16% |
| 145 | VANGUARD INDEX FDS | 922908512 | 1,699 | $274,847 | 0.16% |
| 146 | NETFLIX INC | NFLX | 302 | $269,179 | 0.16% |
| 147 | THERMO FISHER SCIENTIFIC INC | TMO | 513 | $266,878 | 0.16% |
| 148 | ALPHABET INC | GOOG | 1,398 | $266,235 | 0.16% |
| 149 | ETF SER SOLUTIONS | 26922A420 | 3,264 | $264,874 | 0.16% |
| 150 | ALLIANCE RESOURCE PARTNERS L | ARLP | 10,000 | $262,900 | 0.15% |
| 151 | PHILIP MORRIS INTL INC | 718172109 | 2,112 | $254,179 | 0.15% |
| 152 | COMCAST CORP NEW | CCZ | 6,668 | $250,250 | 0.15% |
| 153 | VANGUARD WORLD FD | 921910816 | 728 | $250,002 | 0.15% |
| 154 | WILLIAMS COS INC | 969457100 | 4,500 | $243,540 | 0.14% |
| 155 | PARKER-HANNIFIN CORP | PH | 378 | $240,419 | 0.14% |
| 156 | BANK AMERICA CORP | 060505104 | 5,433 | $238,780 | 0.14% |
| 157 | VERTEX PHARMACEUTICALS INC | VRTX | 586 | $235,982 | 0.14% |
| 158 | VANECK ETF TRUST | 92189F429 | 13,662 | $235,667 | 0.14% |
| 159 | CROWDSTRIKE HLDGS INC | CRWD | 688 | $235,406 | 0.14% |
| 160 | SPDR SER TR | 78464A870 | 2,595 | $233,688 | 0.14% |
| 161 | ISHARES TR | 464287473 | 1,803 | $233,200 | 0.14% |
| 162 | EOG RES INC | EOG | 1,889 | $231,554 | 0.14% |
| 163 | ABBOTT LABS | ABLZF | 2,037 | $230,405 | 0.14% |
| 164 | TARGET CORP | TGT | 1,694 | $228,995 | 0.13% |
| 165 | PERMIAN BASIN RTY TR | 714236106 | 20,000 | $221,600 | 0.13% |
| 166 | AT&T INC | T-PC | 9,662 | $220,004 | 0.13% |
| 167 | INNOVATOR ETFS TRUST | INHD | 5,638 | $217,063 | 0.13% |
| 168 | INVESCO EXCH TRADED FD TR II | IVZ | 2,275 | $216,148 | 0.13% |
| 169 | SPROTT PHYSICAL GOLD & SILVE | SII | 9,000 | $213,840 | 0.13% |
| 170 | PALO ALTO NETWORKS INC | PANW | 1,169 | $212,711 | 0.13% |
| 171 | NORTHROP GRUMMAN CORP | NOC | 451 | $211,650 | 0.12% |
| 172 | GLOBAL X FDS | 37954Y780 | 6,056 | $211,354 | 0.12% |
| 173 | ISHARES TR | 464288646 | 3,966 | $205,042 | 0.12% |
| 174 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 15,620 | $200,873 | 0.12% |
| 175 | CAMBRIA ETF TR | 132061862 | 10,000 | $112,000 | 0.07% |
| 176 | INVESCO QQQ TR | IVZ | 3,600 | $69,728 | 0.04% |
| 177 | SPDR S&P 500 ETF TR | SPY | 900 | $39,807 | 0.02% |
| 178 | SPDR S&P 500 ETF TR | SPY | 900 | $18,995 | 0.01% |
| 179 | NVIDIA CORPORATION | NVDA | 400 | $5,927 | 0.00% |