13F HOLDINGS REPORT

Resurgent Financial Advisors LLC

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001085146-25-002603

Total Value

$166.5M

Positions

181

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (181)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	37,953	$8.4M	5.06%
2	MICROSOFT CORP	MSFT	21,955	$8.2M	4.95%
3	BERKSHIRE HATHAWAY INC DEL	BRK-A	11,584	$6.2M	3.70%
4	JPMORGAN CHASE & CO.	VYLD	19,522	$4.8M	2.88%
5	SPDR S&P 500 ETF TR	SPY	7,630	$4.3M	2.56%
6	VANGUARD SPECIALIZED FUNDS	921908844	21,945	$4.3M	2.56%
7	ISHARES TR	464287598	21,084	$4.0M	2.38%
8	TEXAS PACIFIC LAND CORPORATI	TPL	2,733	$3.6M	2.17%
9	NVIDIA CORPORATION	NVDA	32,212	$3.5M	2.10%
10	AMAZON COM INC	AMZN	15,881	$3.0M	1.81%
11	ALPHABET INC	GOOG	19,059	$2.9M	1.77%
12	ISHARES TR	464287200	5,085	$2.9M	1.72%
13	HOME DEPOT INC	HD	6,738	$2.5M	1.48%
14	CONOCOPHILLIPS	COP	22,066	$2.3M	1.39%
15	ISHARES TR	46434V613	47,521	$2.2M	1.32%
16	JOHNSON & JOHNSON	JNJ	12,927	$2.1M	1.29%
17	WALMART INC	WMT	23,563	$2.1M	1.24%
18	EXXON MOBIL CORP	XOM	16,989	$2.0M	1.21%
19	WISDOMTREE TR	WT	22,014	$1.7M	1.05%
20	INVESCO EXCHANGE TRADED FD T	IVZ	25,936	$1.7M	1.03%
21	EATON CORP PLC	ETN	6,147	$1.7M	1.00%
22	CHEVRON CORP NEW	CVX	9,891	$1.7M	0.99%
23	ISHARES TR	46432F339	9,553	$1.6M	0.98%
24	VISA INC	V	4,531	$1.6M	0.95%
25	ISHARES BITCOIN TRUST ETF	IBIT	33,637	$1.6M	0.95%
26	SPDR SER TR	78464A854	23,137	$1.5M	0.91%
27	WISDOMTREE TR	WT	29,559	$1.5M	0.88%
28	J P MORGAN EXCHANGE TRADED F	46654Q203	28,087	$1.5M	0.87%
29	ISHARES TR	464287309	15,329	$1.4M	0.85%
30	MORGAN STANLEY	MS-PQ	11,905	$1.4M	0.83%
31	ISHARES TR	464287804	12,530	$1.3M	0.79%
32	COSTCO WHSL CORP NEW	22160K105	1,334	$1.3M	0.76%
33	QUANTA SVCS INC	74762E102	4,714	$1.2M	0.72%
34	NEXTERA ENERGY INC	NEE-PW	16,879	$1.2M	0.72%
35	DANAHER CORPORATION	235851102	5,746	$1.2M	0.71%
36	GLOBAL X FDS	37954Y293	17,431	$1.1M	0.67%
37	AMGEN INC	AMGN	3,564	$1.1M	0.67%
38	INTUITIVE SURGICAL INC	ISRG	2,230	$1.1M	0.66%
39	CME GROUP INC	CME	3,995	$1.1M	0.64%
40	BLACKROCK ETF TRUST	BLK	21,570	$1.1M	0.63%
41	ISHARES TR	46434V407	24,233	$1.0M	0.62%
42	ISHARES TR	464287408	5,404	$1.0M	0.62%
43	ISHARES TR	464288588	10,766	$1.0M	0.61%
44	VANGUARD INDEX FDS	922908611	5,398	$1.0M	0.60%
45	VANGUARD WHITEHALL FDS	921946810	12,084	$1.0M	0.60%
46	MARATHON PETE CORP	MARA	6,564	$956,309	0.57%
47	ETFS GOLD TR	00326A104	31,689	$944,966	0.57%
48	NETFLIX INC	NFLX	1,010	$941,855	0.57%
49	WISDOMTREE TR	WT	18,168	$914,406	0.55%
50	META PLATFORMS INC	META	1,546	$891,137	0.54%
51	MASTERCARD INCORPORATED	MA	1,618	$886,893	0.53%
52	PACER FDS TR	69374H881	16,068	$879,884	0.53%
53	BROADCOM INC	AVGO	5,170	$865,586	0.52%
54	VANGUARD INDEX FDS	922908769	3,058	$840,408	0.50%
55	PROCTER AND GAMBLE CO	742718109	4,889	$833,183	0.50%
56	ALTRIA GROUP INC	MO	13,872	$832,597	0.50%
57	ISHARES TR	464288877	14,084	$830,111	0.50%
58	MOODYS CORP	MCO	1,765	$821,943	0.49%
59	MERCK & CO INC	MRK	9,076	$814,663	0.49%
60	MOTOROLA SOLUTIONS INC	MSI	1,860	$814,435	0.49%
61	SCHWAB STRATEGIC TR	808524839	33,500	$775,860	0.47%
62	SCHWAB STRATEGIC TR	808524300	29,850	$747,448	0.45%
63	KINDER MORGAN INC DEL	EP-PC	25,954	$740,468	0.44%
64	REPUBLIC SVCS INC	760759100	3,041	$736,409	0.44%
65	PFIZER INC	PFE	28,170	$713,829	0.43%
66	UNITEDHEALTH GROUP INC	UNH	1,345	$704,444	0.42%
67	VANECK ETF TRUST	92189F643	7,931	$697,950	0.42%
68	CHUBB LIMITED	CB	2,301	$694,879	0.42%
69	MARKEL GROUP INC	MKL	367	$686,147	0.41%
70	T-MOBILE US INC	TMUSZ	2,560	$682,778	0.41%
71	AT&T INC	T-PC	23,348	$660,281	0.40%
72	TJX COS INC NEW	872540109	5,420	$660,156	0.40%
73	BANK AMERICA CORP	060505682	530	$654,113	0.39%
74	ISHARES INC	46434G764	11,190	$616,457	0.37%
75	J P MORGAN EXCHANGE TRADED F	46641Q837	12,114	$613,332	0.37%
76	VANGUARD INDEX FDS	922908751	2,750	$609,706	0.37%
77	ABBVIE INC	ABBV	2,858	$598,808	0.36%
78	ELI LILLY & CO	LLY	724	$598,078	0.36%
79	INVESCO ACTIVELY MANAGED EXC	IVZ	23,846	$598,058	0.36%
80	VANGUARD INDEX FDS	922908538	2,437	$596,188	0.36%
81	DEERE & CO	DE	1,260	$591,381	0.36%
82	ESSENTIAL UTILS INC	29670G102	14,413	$569,746	0.34%
83	ISHARES TR	464287150	4,490	$547,825	0.33%
84	UNION PAC CORP	UNP	2,275	$537,446	0.32%
85	ISHARES TR	464287226	5,430	$537,136	0.32%
86	TRANE TECHNOLOGIES PLC	TT	1,584	$533,681	0.32%
87	LOCKHEED MARTIN CORP	LMT	1,191	$532,032	0.32%
88	ISHARES TR	464288885	5,289	$528,900	0.32%
89	SCHWAB STRATEGIC TR	808524201	23,790	$525,283	0.32%
90	ISHARES INC	46434G103	9,666	$521,656	0.31%
91	M & T BK CORP	55261F104	2,863	$511,761	0.31%
92	FIRST TR EXCHANGE TRADED FD	33734X846	7,973	$502,309	0.30%
93	CORNING INC	GLW	10,925	$500,166	0.30%
94	TEXAS INSTRS INC	882508104	2,772	$498,128	0.30%
95	MEDTRONIC PLC	MDT	5,536	$497,465	0.30%
96	COLGATE PALMOLIVE CO	CL	5,278	$494,549	0.30%
97	DISNEY WALT CO	254687106	4,815	$475,241	0.29%
98	INVESCO EXCH TRADED FD TR II	IVZ	2,458	$474,443	0.28%
99	SELECT SECTOR SPDR TR	81369Y506	5,027	$469,780	0.28%
100	SPDR INDEX SHS FDS	78463X889	12,872	$468,670	0.28%
101	BLACKROCK ETF TRUST II	BLK	8,845	$463,301	0.28%
102	GLOBAL X FDS	37954Y715	16,191	$460,796	0.28%
103	HIGHWOODS PPTYS INC	431284108	15,461	$458,256	0.28%
104	CINTAS CORP	CTAS	2,215	$455,249	0.27%
105	TESLA INC	TSLA	1,749	$453,271	0.27%
106	ROBINHOOD MKTS INC	770700102	10,856	$451,827	0.27%
107	SCHWAB STRATEGIC TR	808524508	16,897	$442,697	0.27%
108	SPDR INDEX SHS FDS	78463X509	11,030	$434,262	0.26%
109	KKR & CO INC	KKRT	3,725	$430,647	0.26%
110	AIR PRODS & CHEMS INC	AIIR	1,439	$424,390	0.25%
111	DUKE ENERGY CORP NEW	DUKB	3,426	$417,856	0.25%
112	TEMA ETF TRUST	87975E107	12,957	$416,180	0.25%
113	J P MORGAN EXCHANGE TRADED F	46654Q724	6,928	$413,463	0.25%
114	PEPSICO INC	PEP	2,750	$412,335	0.25%
115	STOCK YDS BANCORP INC	861025104	5,947	$410,716	0.25%
116	VERIZON COMMUNICATIONS INC	VZ	8,968	$406,807	0.24%
117	ISHARES TR	464287721	2,889	$405,731	0.24%
118	LINDE PLC	LIN	867	$403,710	0.24%
119	MCDONALDS CORP	MCD	1,249	$390,212	0.23%
120	BLACKROCK INC	BLK	411	$389,003	0.23%
121	SPDR SER TR	78464A870	4,747	$384,974	0.23%
122	SCHWAB STRATEGIC TR	808524797	13,566	$379,305	0.23%
123	VANGUARD WHITEHALL FDS	921946406	2,932	$378,111	0.23%
124	VANECK ETF TRUST	92189F676	1,752	$370,498	0.22%
125	ISHARES TR	464287242	3,347	$363,785	0.22%
126	SYNOPSYS INC	SNPS	832	$356,803	0.21%
127	SIMON PPTY GROUP INC NEW	828806109	2,114	$351,093	0.21%
128	SPDR GOLD TR	GLD	1,204	$346,921	0.21%
129	ALLSTATE CORP	ALL-PJ	1,658	$343,322	0.21%
130	AMERICAN TOWER CORP NEW	03027X100	1,577	$343,155	0.21%
131	SCHWAB STRATEGIC TR	808524409	12,880	$342,341	0.21%
132	PHILIP MORRIS INTL INC	718172109	2,107	$334,444	0.20%
133	SALESFORCE INC	CRM	1,238	$332,230	0.20%
134	SCHWAB STRATEGIC TR	808524862	13,577	$330,455	0.20%
135	ADOBE INC	ADBE	827	$317,179	0.19%
136	ASML HOLDING N V	ASMLF	468	$310,111	0.19%
137	SELECT SECTOR SPDR TR	81369Y605	6,156	$306,630	0.18%
138	ISHARES TR	464287507	5,153	$300,667	0.18%
139	BONDBLOXX ETF TRUST	09789C812	6,384	$297,303	0.18%
140	CISCO SYS INC	CSCO	4,793	$295,776	0.18%
141	VERTEX PHARMACEUTICALS INC	VRTX	601	$291,377	0.17%
142	CAPITAL ONE FINL CORP	14040H105	1,599	$286,701	0.17%
143	SELECT SECTOR SPDR TR	81369Y886	3,597	$283,610	0.17%
144	ISHARES TR	464287655	1,415	$282,198	0.17%
145	BRISTOL-MYERS SQUIBB CO	CELG-RI	4,616	$281,515	0.17%
146	ISHARES TR	46432F842	3,688	$278,997	0.17%
147	VANGUARD INDEX FDS	922908512	1,706	$273,881	0.16%
148	ALLIANCE RESOURCE PARTNERS L	ARLP	10,000	$272,800	0.16%
149	ABBOTT LABS	ABLZF	2,008	$266,361	0.16%
150	PIMCO ETF TR	72201R585	9,951	$262,209	0.16%
151	THERMO FISHER SCIENTIFIC INC	TMO	519	$258,254	0.16%
152	ORACLE CORP	ORCL-PD	1,831	$255,992	0.15%
153	SPROTT PHYSICAL GOLD & SILVE	SII	9,000	$255,690	0.15%
154	INVESCO QQQ TR	IVZ	545	$255,522	0.15%
155	WILLIAMS COS INC	969457100	4,256	$254,339	0.15%
156	NORTHROP GRUMMAN CORP	NOC	490	$250,885	0.15%
157	ETF SER SOLUTIONS	26922A420	3,286	$244,906	0.15%
158	EOG RES INC	EOG	1,888	$242,117	0.15%
159	PARKER-HANNIFIN CORP	PH	394	$239,493	0.14%
160	COMCAST CORP NEW	CCZ	6,470	$238,743	0.14%
161	ISHARES TR	464288281	2,551	$231,095	0.14%
162	PETROLEO BRASILEIRO SA PETRO	71654V408	15,620	$223,991	0.13%
163	ISHARES TR	464287473	1,778	$223,975	0.13%
164	INVESCO EXCHANGE TRADED FD T	IVZ	4,797	$220,758	0.13%
165	VANGUARD WORLD FD	921910816	709	$218,996	0.13%
166	BANK AMERICA CORP	060505104	5,217	$217,705	0.13%
167	ALPHABET INC	GOOG	1,393	$217,628	0.13%
168	WORLD GOLD TR	GLDW	3,514	$217,481	0.13%
169	SELECT SECTOR SPDR TR	81369Y209	1,486	$216,920	0.13%
170	INVESCO EXCH TRADED FD TR II	IVZ	2,336	$216,150	0.13%
171	LOWES COS INC	548661107	911	$212,473	0.13%
172	INNOVATOR ETFS TRUST	INHD	5,608	$211,870	0.13%
173	PRINCIPAL FINANCIAL GROUP IN	PFG	2,477	$208,984	0.13%
174	SELECT SECTOR SPDR TR	81369Y100	2,408	$207,048	0.12%
175	WASTE MGMT INC DEL	94106L109	889	$205,812	0.12%
176	VANECK ETF TRUST	92189F429	12,240	$205,135	0.12%
177	GLOBAL X FDS	37954Y780	6,167	$203,141	0.12%
178	VANGUARD INDEX FDS	922908363	395	$202,994	0.12%
179	TARGA RES CORP	TRGP	1,000	$200,470	0.12%
180	PERMIAN BASIN RTY TR	714236106	20,000	$198,200	0.12%
181	CAMBRIA ETF TR	132061862	10,000	$117,800	0.07%