Resurgent Financial Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Resurgent Financial Advisors LLC reported 188 stock positions worth $186.1 million. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Apple (AAPL, 3.7%) and iShares Russell 1000 Value E (IWD, 3.3%). Compared with Q4 2023, it opened 4 new positions, sold out of 310, added to 125 and reduced 50. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +112%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $186.1M (Q1 2024)
- SEC Filing
- 0001994220-24-000011 ↗ filed May 10, 2024
Holdings Value
Holdings 188 stocks · $186.1M
| MSFT Microsoft Corp. | 5.33% | 23,564 | $9.9M | Add +2.9% |
| AAPL Apple Inc. | 3.74% | 40,631 | $7.0M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 3.29% | 34,174 | $6.1M | Add +99.5% |
| VIG Vanguard Dividend Apprec ETF | 3.23% | 32,962 | $6.0M | Add +112.1% |
| IVV iShares Core S&P 500 ETF | 3.06% | 10,845 | $5.7M | Add +34.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.35% | 10,409 | $4.4M | Add +16.3% |
| JPM JPMorgan Chase & Co. | 2.26% | 21,031 | $4.2M | Add +0.1% |
| DLN Wisdomtree US Largecap Divid | 1.84% | 47,456 | $3.4M | Add +100.0% |
| NVDA Nvidia Corp. | 1.75% | 3,608 | $3.3M | Add +3.2% |
| HD Home Depot Inc. | 1.67% | 8,112 | $3.1M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 1.60% | 19,757 | $3.0M | Add +22.8% |
| AMZN Amazon.com Inc. | 1.52% | 15,662 | $2.8M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 4,997 | $2.6M | Add +35.8% |
| CVX Chevron Corp. | 1.40% | 16,563 | $2.6M | Reduce -3.2% |
| DON Wisdomtree US Midcap Dividen | 1.37% | 52,186 | $2.5M | Add +125.5% |
| ETN Eaton Corp. PLC | 1.30% | 7,718 | $2.4M | Reduce -14.3% |
| COP Conocophillips | 1.28% | 18,755 | $2.4M | Add +3.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.25% | 35,332 | $2.3M | Add +163.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.12% | 34,008 | $2.1M | Add +8.3% |
| XOM Exxon Mobil Corp. | 1.11% | 17,737 | $2.1M | Add +18.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.10% | 33,759 | $2.0M | Add +167.7% |
| JNJ Johnson & Johnson | 1.08% | 12,740 | $2.0M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 1.08% | 18,214 | $2.0M | Add +75.7% |
| MPC Marathon Petroleum Corp. | 1.08% | 9,953 | $2.0M | Reduce -2.7% |
| MDLZ Mondelez International Inc. Class A | 0.98% | 26,086 | $1.8M | Reduce -2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.98% | 9,477 | $1.8M | Add +102.2% |
| MRK Merck & Co. Inc. | 0.92% | 12,974 | $1.7M | Reduce -7.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.91% | 36,986 | $1.7M | Add +38.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.90% | 18,658 | $1.7M | Add +103.7% |
| WMT Walmart Inc. | 0.90% | 27,859 | $1.7M | Add +2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.90% | 13,657 | $1.7M | Add +30.5% |
| V Visa Inc. Class A | 0.89% | 5,950 | $1.7M | Add +43.4% |
| TPL Texas Pacific Land Corp. | 0.85% | 2,733 | $1.6M | No change |
| XLE SS Energy Select Sector | 0.81% | 15,875 | $1.5M | Add +181.7% |
| VIGI Vanguard Int Div App Indx FD | 0.77% | 17,642 | $1.4M | Add +133.8% |
| SYBT Stock Yards Bancorp Inc. | 0.72% | 27,328 | $1.3M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.67% | 6,834 | $1.2M | Add +47.5% |
| PWR Quanta Services Inc. | 0.67% | 4,795 | $1.2M | Add +1.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 21,476 | $1.2M | Add +154.6% |
| HIW Highwoods Properties Inc. | 0.62% | 44,362 | $1.2M | Add +89.7% |
| AMGN Amgen Inc. | 0.61% | 4,010 | $1.1M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.61% | 11,514 | $1.1M | Reduce -15.4% |
| CCI Crown Castle Inc. | 0.60% | 10,500 | $1.1M | Add +15.9% |
| PEP Pepsico Inc. | 0.59% | 6,265 | $1.1M | Reduce -8.7% |
| SCHV Schwab US Large-Cap Value | 0.59% | 14,366 | $1.1M | Add +63.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 14,374 | $1.1M | Add +26.5% |
| FCX Freeport-McMoran Inc. | 0.57% | 22,617 | $1.1M | Add +3.2% |
| DHR Danaher Corp. | 0.57% | 4,213 | $1.1M | Add +16.1% |
| UNP Union Pacific Corp. | 0.56% | 4,258 | $1.0M | Add +33.0% |
| DUK Duke Energy Corp. | 0.55% | 10,653 | $1.0M | Add +49.3% |
| SHEL Shell PLC-ADR | 0.54% | 15,075 | $1.0M | Add +64.8% |
| SPEM State Street SP PTF Em ETF | 0.54% | 27,824 | $1.0M | Add +91.4% |
| PFE Pfizer Inc. | 0.54% | 36,270 | $1.0M | Add +16.6% |
| COST Costco Wholesale Corp. | 0.54% | 1,371 | $1.0M | Add +1.0% |
| PFXF Vaneck Pref Sec X-Financials | 0.51% | 53,322 | $943K | Add +183.9% |
| TSLA Tesla Inc. | 0.50% | 5,267 | $926K | Add +60.1% |
| NEE Nextera Energy Inc. | 0.50% | 14,486 | $926K | Reduce -1.0% |
| CME Cme Group Inc. | 0.48% | 4,121 | $887K | Add +57.3% |
| MSI Motorola Solutions Inc. | 0.47% | 2,438 | $865K | Reduce -1.8% |
| IVE iShares S&P 500 Value ETF | 0.46% | 4,548 | $850K | Add +156.5% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 5,130 | $843K | Reduce -18.3% |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 20,606 | $834K | New |
| SMH Vaneck Semiconductor ETF | 0.45% | 3,697 | $832K | Add +62.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.45% | 14,281 | $830K | Add +12.7% |
| PG The Procter & Gamble Co. | 0.45% | 5,114 | $830K | Add +3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 3,190 | $829K | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.45% | 4,895 | $829K | Add +70.0% |
| SCHG Schwab US Large-Cap Growth | 0.43% | 8,717 | $808K | Add +7.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.43% | 18,951 | $806K | Add +316.2% |
| MA Mastercard Inc. Class A | 0.42% | 1,605 | $773K | Reduce -2.6% |
| CB Chubb Ltd. | 0.41% | 2,956 | $766K | Reduce -2.0% |
| MDT Medtronic PLC | 0.41% | 8,735 | $761K | Add +59.4% |
| IWB iShares Russell 1000 ETF | 0.41% | 2,617 | $754K | Add +45.8% |
| DE Deere & Co. | 0.40% | 1,805 | $741K | Add +18.5% |
| EFV iShares MSCI Eafe Value ETF | 0.39% | 13,355 | $727K | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 5,927 | $717K | Add +57.3% |
| SCHO Schwab Short-Term US Treas | 0.38% | 14,776 | $712K | Add +100.6% |
| AVGO Broadcom Inc. | 0.37% | 514 | $681K | Add +14.2% |
| PFF iShares Preferred & Income S | 0.37% | 21,120 | $681K | Add +100.8% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,366 | $676K | Add +1.3% |
| MS Morgan Stanley | 0.36% | 7,145 | $673K | Reduce -17.5% |
| RSG Republic Services Inc. | 0.36% | 3,452 | $661K | Reduce -19.0% |
| SGOL Abrdn Physical Gold Shares | 0.34% | 30,051 | $638K | Add +17.4% |
| VRP Invesco Variable Rate Prefer | 0.34% | 26,790 | $637K | Add +100.3% |
| MBB iShares MBS ETF | 0.34% | 6,876 | $635K | Add +2.8% |
| MO Altria Group Inc. | 0.33% | 14,163 | $618K | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 7,506 | $611K | Add +100.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 617 | $599K | Add +5.1% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 7,070 | $597K | Reduce -31.7% |
| EW Edwards Lifesciences Corp. | 0.32% | 6,232 | $596K | Add +16.7% |
| PBT Permian Basin Royalty Trust | 0.31% | 48,000 | $581K | No change |
| MLPX Global X MLP & Energy Infras | 0.31% | 11,744 | $575K | Add +16.1% |
| CELH Celsius Holdings Inc. | 0.31% | 6,927 | $574K | Reduce -13.4% |
| TXN Texas Instruments Inc. | 0.31% | 3,294 | $574K | Reduce -9.8% |
| VZ Verizon Communications Inc. | 0.31% | 13,605 | $571K | Add +5.2% |
| LMT Lockheed Martin Corp. | 0.30% | 1,222 | $556K | Reduce -15.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.29% | 14,971 | $537K | Reduce -16.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.29% | 5,147 | $534K | Add +20.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 5,267 | $534K | Reduce -5.1% |
| WTRG Essential Utilities Inc. | 0.29% | 14,413 | $534K | No change |
Options reported separately and not counted above: QQQ puts ($141K), SPY calls ($44K), SPY puts ($26K), TSM puts ($5K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,142 | $1.4M | Add +100.7% |
Total filed on the 13F, all lines: $187.4M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.1% | 3.74% | −1.10 |
| CSCO Cisco Systems Inc. | Reduce -74.9% | 0.21% | −0.77 |
| CMCSA Comcast Corp. Class A | Reduce -56.6% | 0.22% | −0.37 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.24 |
| AGG iShares Core U.S. Aggregate | Reduce -15.4% | 0.61% | −0.23 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.2% | 0.98% | −0.21 |
| JNJ Johnson & Johnson | Reduce -2.0% | 1.08% | −0.18 |
| CVX Chevron Corp. | Reduce -3.2% | 1.40% | −0.17 |
| IVW iShares S&P 500 Growth ETF | Reduce -31.7% | 0.32% | −0.16 |
| XLV SS Health Care Select Sector | Reduce -46.2% | 0.16% | −0.16 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.16 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.16 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.14 |
| MS Morgan Stanley | Reduce -17.5% | 0.36% | −0.14 |
| CGW Invesco S&P Global Water Ind | Sold out | 0.00% | −0.14 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.14 |
| PEP Pepsico Inc. | Reduce -8.7% | 0.59% | −0.13 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.13 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.13 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -33.0% | 0.17% | −0.13 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.12 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.12 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -18.3% | 0.45% | −0.12 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.61% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.11 |
| HD Home Depot Inc. | Reduce -2.6% | 1.67% | −0.11 |
| HEDJ Wisdomtree Europe Hedged Equ | Sold out | 0.00% | −0.11 |
| IFRA iShares US Infrastructure | Reduce -45.2% | 0.12% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.11 |
| ARKQ ARK Autonomous Tech & Robot | Sold out | 0.00% | −0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.11 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.11 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.11 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.10 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -15.0% | 0.30% | −0.10 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.10 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.10 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.10 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.10 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.10 |
| TFLO iShares Treasury Floating Ra | Reduce -31.9% | 0.15% | −0.10 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.09 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.09 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.09 |
| SRE Sempra | Sold out | 0.00% | −0.09 |
| AIG American International Group | Sold out | 0.00% | −0.09 |
Portfolio Buys Q4 2023 → Q1 2024
| VIG Vanguard Dividend Apprec ETF | Add +112.1% | 3.23% | +1.60 |
| IWD iShares Russell 1000 Value E | Add +99.5% | 3.29% | +1.54 |
| DLN Wisdomtree US Largecap Divid | Add +100.0% | 1.84% | +0.87 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +163.6% | 1.25% | +0.72 |
| DON Wisdomtree US Midcap Dividen | Add +125.5% | 1.37% | +0.71 |
| IVV iShares Core S&P 500 ETF | Add +34.6% | 3.06% | +0.69 |
| NVDA Nvidia Corp. | Add +3.2% | 1.75% | +0.68 |
| SPHQ Invesco S&P 500 Quality ETF | Add +167.7% | 1.10% | +0.67 |
| XLE SS Energy Select Sector | Add +181.7% | 0.81% | +0.51 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +102.2% | 0.98% | +0.46 |
| IBIT iShares Bitcoin Trust ETF | New | 0.45% | +0.45 |
| MOAT Vaneck Morningstar Wide Moat | Add +103.7% | 0.90% | +0.42 |
| VIGI Vanguard Int Div App Indx FD | Add +133.8% | 0.77% | +0.40 |
| IJR iShares Core S&P Small-Cap E | Add +75.7% | 1.08% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.3% | 2.35% | +0.38 |
| JEPQ JPM Nasdaq Equity Premium | Add +154.6% | 0.63% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +35.8% | 1.40% | +0.32 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +316.2% | 0.43% | +0.31 |
| DIS The Walt Disney Co. | Add +30.5% | 0.90% | +0.31 |
| PFXF Vaneck Pref Sec X-Financials | Add +183.9% | 0.51% | +0.31 |
| HIW Highwoods Properties Inc. | Add +89.7% | 0.62% | +0.29 |
| IVE iShares S&P 500 Value ETF | Add +156.5% | 0.46% | +0.27 |
| V Visa Inc. Class A | Add +43.4% | 0.89% | +0.22 |
| SPEM State Street SP PTF Em ETF | Add +91.4% | 0.54% | +0.22 |
| ICE Intercontinental Exchange Inc. | Add +717.8% | 0.25% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +22.8% | 1.60% | +0.21 |
| SCHV Schwab US Large-Cap Value | Add +63.8% | 0.59% | +0.21 |
| SMH Vaneck Semiconductor ETF | Add +62.6% | 0.45% | +0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.20% | +0.20 |
| MTB M & T Bank Corp. | New | 0.20% | +0.20 |
| QQQM Invesco Nasdaq 100 ETF | Add +47.5% | 0.67% | +0.19 |
| XOM Exxon Mobil Corp. | Add +18.9% | 1.11% | +0.19 |
| IQV Iqvia Holdings Inc. | Add +499.6% | 0.21% | +0.17 |
| SHEL Shell PLC-ADR | Add +64.8% | 0.54% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | Add +70.0% | 0.45% | +0.16 |
| PFF iShares Preferred & Income S | Add +100.8% | 0.37% | +0.16 |
| SCHO Schwab Short-Term US Treas | Add +100.6% | 0.38% | +0.16 |
| SCHM Schwab US Mid Cap ETF | Add +100.2% | 0.33% | +0.15 |
| VRP Invesco Variable Rate Prefer | Add +100.3% | 0.34% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +38.5% | 0.91% | +0.15 |
| AMZN Amazon.com Inc. | Add +6.7% | 1.52% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +141.4% | 0.26% | +0.14 |
| CME Cme Group Inc. | Add +57.3% | 0.48% | +0.14 |
| MDT Medtronic PLC | Add +59.4% | 0.41% | +0.13 |
| DUK Duke Energy Corp. | Add +49.3% | 0.55% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Add +57.3% | 0.39% | +0.13 |
| IWB iShares Russell 1000 ETF | Add +45.8% | 0.41% | +0.11 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.11% | +0.11 |
| VCIT Vanguard Int-Term Corporate | Add +784.1% | 0.11% | +0.10 |
| TT Trane Technologies PLC | Add +45.2% | 0.25% | +0.09 |
Options Activity Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | put | Add +119.0% | 13,800 | $141K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +7.3% | 5,900 | $26K |
| V Visa Inc. Class A | put | Sold out | 1,800 | $12Kbefore exit |
| TSM Taiwan Semiconductor-SP ADR | put | New | 1,600 | $5K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +100.7% | 1,142 | $1.4M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 307 | $357.0M | GOOGL, NVDA, AAPL, MSFT, BRK.B |
| Q1 2026 | 255 | $273.8M | GOOGL, NVDA, MSFT, AAPL, BRK.B |
| Q4 2025 | 215 | $198.8M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q3 2025 | 206 | $203.1M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q2 2025 | 185 | $181.5M | MSFT, AAPL, JPM, BRK.B, NVDA |
| Q1 2025 | 180 | $165.9M | AAPL, MSFT, BRK.B, JPM, SPY |
| Q4 2024 | 174 | $169.2M | AAPL, MSFT, BRK.B, JPM, NVDA |
| Q3 2024 | 176 | $170.2M | MSFT, AAPL, BRK.B, JPM, NVDA |
| Q2 2024 | 171 | $160.1M | MSFT, AAPL, NVDA, JPM, BRK.B |
| Q1 2024 | 188 | $186.1M | MSFT, AAPL, IWD, VIG, IVV |