Resurgent Financial Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Resurgent Financial Advisors LLC reported 171 stock positions worth $160.1 million. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 5.2%) and Nvidia (NVDA, 2.8%). Compared with Q1 2024, it opened 13 new positions, sold out of 30, added to 52 and reduced 97. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $160.1M (Q2 2024)
- SEC Filing
- 0001994220-24-000019 ↗ filed Aug 14, 2024
Holdings Value
Holdings 171 stocks · $160.1M
| MSFT Microsoft Corp. | 6.19% | 22,183 | $9.9M | Reduce -5.9% |
| AAPL Apple Inc. | 5.21% | 39,630 | $8.3M | Reduce -2.5% |
| NVDA Nvidia Corp. | 2.81% | 36,435 | $4.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 2.57% | 20,325 | $4.1M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.39% | 9,409 | $3.8M | Reduce -9.6% |
| VIG Vanguard Dividend Apprec ETF | 2.30% | 20,177 | $3.7M | Reduce -38.8% |
| IWD iShares Russell 1000 Value E | 2.02% | 18,509 | $3.2M | Reduce -45.8% |
| GOOGL Alphabet Inc. Class A | 1.98% | 17,415 | $3.2M | Reduce -11.8% |
| AMZN Amazon.com Inc. | 1.93% | 15,983 | $3.1M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 1.88% | 5,501 | $3.0M | Reduce -49.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.76% | 5,182 | $2.8M | Add +3.7% |
| HD Home Depot Inc. | 1.65% | 7,660 | $2.6M | Reduce -5.6% |
| CVX Chevron Corp. | 1.51% | 15,454 | $2.4M | Reduce -6.7% |
| COP Conocophillips | 1.46% | 20,461 | $2.3M | Add +9.1% |
| ETN Eaton Corp. PLC | 1.41% | 7,206 | $2.3M | Reduce -6.6% |
| TPL Texas Pacific Land Corp. | 1.25% | 2,733 | $2.0M | No change |
| XOM Exxon Mobil Corp. | 1.21% | 16,797 | $1.9M | Reduce -5.3% |
| WMT Walmart Inc. | 1.11% | 26,153 | $1.8M | Reduce -6.1% |
| JNJ Johnson & Johnson | 1.10% | 12,080 | $1.8M | Reduce -5.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 38,436 | $1.7M | Add +3.9% |
| DLN Wisdomtree US Largecap Divid | 1.06% | 23,223 | $1.7M | Reduce -51.1% |
| MPC Marathon Petroleum Corp. | 1.04% | 9,635 | $1.7M | Reduce -3.2% |
| IVW iShares S&P 500 Growth ETF | 1.03% | 17,829 | $1.6M | Add +152.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.97% | 24,534 | $1.6M | Reduce -27.3% |
| MRK Merck & Co. Inc. | 0.96% | 12,388 | $1.5M | Reduce -4.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.94% | 23,572 | $1.5M | Reduce -30.7% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 13,308 | $1.4M | Reduce -26.9% |
| MDLZ Mondelez International Inc. Class A | 0.88% | 21,421 | $1.4M | Reduce -17.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 25,046 | $1.4M | Add +16.6% |
| QUAL iShares MSCI USA Quality Fac | 0.85% | 7,957 | $1.4M | Add +55.1% |
| SYBT Stock Yards Bancorp Inc. | 0.85% | 27,328 | $1.4M | No change |
| DHR Danaher Corp. | 0.83% | 5,320 | $1.3M | Add +26.3% |
| DON Wisdomtree US Midcap Dividen | 0.82% | 28,004 | $1.3M | Reduce -46.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.79% | 12,795 | $1.3M | Reduce -6.3% |
| V Visa Inc. Class A | 0.77% | 4,719 | $1.2M | Reduce -20.7% |
| PWR Quanta Services Inc. | 0.75% | 4,740 | $1.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.73% | 1,383 | $1.2M | Add +0.9% |
| AMGN Amgen Inc. | 0.71% | 3,662 | $1.1M | Reduce -8.7% |
| NEE Nextera Energy Inc. | 0.69% | 15,559 | $1.1M | Add +7.4% |
| AGG iShares Core U.S. Aggregate | 0.69% | 11,316 | $1.1M | Reduce -1.7% |
| FCX Freeport-McMoran Inc. | 0.67% | 22,190 | $1.1M | Reduce -1.9% |
| IBIT iShares Bitcoin Trust ETF | 0.66% | 31,108 | $1.1M | Add +51.0% |
| PEP Pepsico Inc. | 0.61% | 5,941 | $980K | Reduce -5.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.61% | 13,379 | $972K | Reduce -6.9% |
| MSI Motorola Solutions Inc. | 0.58% | 2,390 | $923K | Reduce -2.0% |
| CCI Crown Castle Inc. | 0.56% | 9,160 | $895K | Reduce -12.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.55% | 18,600 | $873K | Add +122.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.54% | 4,416 | $870K | Reduce -35.4% |
| AVGO Broadcom Inc. | 0.54% | 539 | $865K | Add +4.9% |
| IVE iShares S&P 500 Value ETF | 0.53% | 4,680 | $852K | Add +2.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 15,519 | $846K | Add +8.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,052 | $816K | Reduce -4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 4,457 | $814K | Reduce -53.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.50% | 9,329 | $808K | Reduce -50.0% |
| PG The Procter & Gamble Co. | 0.50% | 4,878 | $804K | Reduce -4.6% |
| MLPX Global X MLP & Energy Infras | 0.50% | 15,576 | $795K | Add +32.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.49% | 7,696 | $787K | Add +49.5% |
| VIGI Vanguard Int Div App Indx FD | 0.49% | 9,601 | $780K | Reduce -45.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.49% | 2,033 | $779K | Add +30.8% |
| IWB iShares Russell 1000 ETF | 0.49% | 2,617 | $779K | No change |
| CME Cme Group Inc. | 0.48% | 3,899 | $767K | Reduce -5.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.47% | 11,001 | $750K | Reduce -68.9% |
| PFE Pfizer Inc. | 0.46% | 26,434 | $740K | Reduce -27.1% |
| CB Chubb Ltd. | 0.46% | 2,882 | $735K | Reduce -2.5% |
| SGOL Abrdn Physical Gold Shares | 0.46% | 32,930 | $732K | Add +9.6% |
| DUK Duke Energy Corp. | 0.46% | 7,291 | $731K | Reduce -31.6% |
| UNH Unitedhealth Group Inc. | 0.45% | 1,404 | $715K | Add +2.8% |
| MA Mastercard Inc. Class A | 0.44% | 1,596 | $704K | Reduce -0.6% |
| MBB iShares MBS ETF | 0.43% | 7,568 | $695K | Add +10.1% |
| MS Morgan Stanley | 0.42% | 6,906 | $671K | Reduce -3.3% |
| UNP Union Pacific Corp. | 0.41% | 2,902 | $657K | Reduce -31.9% |
| SCHG Schwab US Large-Cap Growth | 0.41% | 6,509 | $656K | Reduce -25.3% |
| MO Altria Group Inc. | 0.40% | 14,147 | $644K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.40% | 3,201 | $633K | Reduce -39.2% |
| MCO Moody's Corp. | 0.39% | 1,492 | $628K | Add +30.1% |
| RSG Republic Services Inc. | 0.37% | 3,025 | $588K | Reduce -12.4% |
| LMT Lockheed Martin Corp. | 0.37% | 1,254 | $586K | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 5,265 | $580K | Reduce -0.0% |
| EW Edwards Lifesciences Corp. | 0.36% | 6,270 | $579K | Add +0.6% |
| TXN Texas Instruments Inc. | 0.36% | 2,947 | $573K | Reduce -10.5% |
| JPST JPMorgan Ultra-Short Income | 0.35% | 11,166 | $564K | Add +15.8% |
| XLE SS Energy Select Sector | 0.35% | 6,098 | $556K | Reduce -61.6% |
| ICE Intercontinental Exchange Inc. | 0.34% | 4,016 | $550K | Add +17.8% |
| META Meta Platforms Inc. Class A | 0.34% | 1,087 | $548K | Add +160.1% |
| DE Deere & Co. | 0.34% | 1,457 | $544K | Reduce -19.3% |
| BOTZ Global X Robotics & Artifici | 0.34% | 17,644 | $544K | Add +27.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.34% | 9,161 | $542K | Add +38.2% |
| WTRG Essential Utilities Inc. | 0.34% | 14,413 | $538K | No change |
| LLY Eli Lilly & Co. | 0.34% | 594 | $538K | Reduce -10.0% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 4,490 | $533K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 517 | $529K | Reduce -16.2% |
| IEMG iShares Core MSCI Emerging | 0.33% | 9,790 | $524K | Add +16.6% |
| HON Honeywell International Inc. | 0.33% | 2,447 | $523K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.33% | 2,276 | $522K | New |
| VRIG Invesco Variable Rate Invest filed as POWERSHARES ACTIVELY MANAGED | 0.32% | 20,658 | $519K | Reduce -1.8% |
| TT Trane Technologies PLC | 0.32% | 1,575 | $518K | No change |
| SCHX Schwab US Large-Cap ETF | 0.32% | 7,996 | $514K | Reduce -1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 14,439 | $507K | Reduce -3.5% |
| HIW Highwoods Properties Inc. | 0.31% | 19,111 | $502K | Reduce -56.9% |
| VZ Verizon Communications Inc. | 0.31% | 12,005 | $495K | Reduce -11.8% |
Options reported separately and not counted above: SPY calls ($51K), SPY puts ($21K), IVW puts ($17K), QQQ puts ($13K), COST puts ($2K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $685K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 573 | $685K | Reduce -49.8% |
Total filed on the 13F, all lines: $160.8M.
Portfolio Sells Q1 2024 → Q2 2024
| IWD iShares Russell 1000 Value E | Reduce -45.8% | 2.02% | −1.27 |
| IVV iShares Core S&P 500 ETF | Reduce -49.3% | 1.88% | −1.18 |
| VIG Vanguard Dividend Apprec ETF | Reduce -38.8% | 2.30% | −0.93 |
| DLN Wisdomtree US Largecap Divid | Reduce -51.1% | 1.06% | −0.79 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -68.9% | 0.47% | −0.78 |
| DON Wisdomtree US Midcap Dividen | Reduce -46.3% | 0.82% | −0.55 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -53.0% | 0.51% | −0.47 |
| XLE SS Energy Select Sector | Reduce -61.6% | 0.35% | −0.46 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -50.0% | 0.50% | −0.40 |
| SHEL Shell PLC-ADR | Reduce -70.6% | 0.20% | −0.34 |
| VRP Invesco Variable Rate Prefer | Sold out | 0.00% | −0.34 |
| SCHV Schwab US Large-Cap Value | Reduce -61.9% | 0.25% | −0.33 |
| HIW Highwoods Properties Inc. | Reduce -56.9% | 0.31% | −0.31 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.31 |
| VIGI Vanguard Int Div App Indx FD | Reduce -45.6% | 0.49% | −0.29 |
| SPEM State Street SP PTF Em ETF | Reduce -58.5% | 0.27% | −0.27 |
| HES Hess Corp. | Sold out | 0.00% | −0.25 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -53.2% | 0.27% | −0.24 |
| RSP Invesco S&P 500 Equal Weight | Reduce -54.6% | 0.23% | −0.22 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.21 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.20 |
| IJR iShares Core S&P Small-Cap E | Reduce -26.9% | 0.89% | −0.20 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -52.3% | 0.24% | −0.20 |
| EFV iShares MSCI Eafe Value ETF | Reduce -55.7% | 0.20% | −0.19 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.19 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -30.7% | 0.94% | −0.18 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.17 |
| PBT Permian Basin Royalty Trust | Reduce -58.3% | 0.14% | −0.17 |
| PSX Phillips 66 | Sold out | 0.00% | −0.17 |
| SCHO Schwab Short-Term US Treas | Reduce -51.1% | 0.22% | −0.17 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.16 |
| PFF iShares Preferred & Income S | Reduce -49.7% | 0.21% | −0.16 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.16 |
| UNP Union Pacific Corp. | Reduce -31.9% | 0.41% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -45.7% | 0.24% | −0.15 |
| SMH Vaneck Semiconductor ETF | Reduce -50.1% | 0.30% | −0.15 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.15 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.14 |
| HEGD Swan Hedged Equity US LG Cap | Sold out | 0.00% | −0.14 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.13 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -35.4% | 0.54% | −0.13 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.12 |
| C Citigroup Inc. | Sold out | 0.00% | −0.12 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -27.3% | 0.97% | −0.12 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| V Visa Inc. Class A | Reduce -20.7% | 0.77% | −0.12 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.12 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.12 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.0% | 2.81% | +1.06 |
| IVW iShares S&P 500 Growth ETF | Add +152.2% | 1.03% | +0.71 |
| AMZN Amazon.com Inc. | Add +2.0% | 1.93% | +0.41 |
| QUAL iShares MSCI USA Quality Fac | Add +55.1% | 0.85% | +0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.7% | 1.76% | +0.36 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +122.5% | 0.55% | +0.35 |
| HON Honeywell International Inc. | New | 0.33% | +0.33 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.33% | +0.33 |
| DHR Danaher Corp. | Add +26.3% | 0.83% | +0.27 |
| JEPQ JPM Nasdaq Equity Premium | Add +16.6% | 0.87% | +0.24 |
| META Meta Platforms Inc. Class A | Add +160.1% | 0.34% | +0.23 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +30.8% | 0.49% | +0.22 |
| IBIT iShares Bitcoin Trust ETF | Add +51.0% | 0.66% | +0.22 |
| EFG iShares MSCI Eafe Growth ETF | Add +49.5% | 0.49% | +0.20 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.73% | +0.19 |
| NEE Nextera Energy Inc. | Add +7.4% | 0.69% | +0.19 |
| MLPX Global X MLP & Energy Infras | Add +32.6% | 0.50% | +0.19 |
| VOO Vanguard S&P 500 ETF | New | 0.18% | +0.18 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.9% | 1.09% | +0.18 |
| COP Conocophillips | Add +9.1% | 1.46% | +0.18 |
| AVGO Broadcom Inc. | Add +4.9% | 0.54% | +0.17 |
| BMY Bristol-Myers Squibb Co. | New | 0.16% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.16% | +0.16 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.15% | +0.15 |
| TIP iShares Tips Bond ETF | New | 0.15% | +0.15 |
| MCO Moody's Corp. | Add +30.1% | 0.39% | +0.15 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.14% | +0.14 |
| IWS iShares Russell Mid-Cap Valu | New | 0.14% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +38.2% | 0.34% | +0.13 |
| PANW Palo Alto Networks Inc. | New | 0.13% | +0.13 |
| NFLX Netflix Inc. | New | 0.13% | +0.13 |
| MRO Marathon Oil Corp. | New | 0.13% | +0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.13% | +0.13 |
| SGOL Abrdn Physical Gold Shares | Add +9.6% | 0.46% | +0.11 |
| AWK American Water Works Co. Inc. | Add +61.8% | 0.22% | +0.11 |
| BOTZ Global X Robotics & Artifici | Add +27.9% | 0.34% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +16.6% | 0.33% | +0.09 |
| MBB iShares MBS ETF | Add +10.1% | 0.43% | +0.09 |
| ICE Intercontinental Exchange Inc. | Add +17.8% | 0.34% | +0.09 |
| JPST JPMorgan Ultra-Short Income | Add +15.8% | 0.35% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +28.4% | 0.27% | +0.09 |
| HELO JPMorgan Hedged Equity ETF | Add +39.3% | 0.21% | +0.09 |
| IYW iShares Ustechnology ETF | Add +13.2% | 0.27% | +0.08 |
| ADBE Adobe Inc. | Add +14.1% | 0.27% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +2.8% | 0.45% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Add +8.7% | 0.53% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +2.9% | 0.53% | +0.08 |
| MKL Markel Group Inc. | Add +10.2% | 0.30% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | Add +13.6% | 0.30% | +0.07 |
| LMT Lockheed Martin Corp. | Add +2.6% | 0.37% | +0.07 |
Options Activity Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -76.3% | 1,400 | $21K |
| IVW iShares S&P 500 Growth ETF | put | New | 22,000 | $17K |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -71.0% | 4,000 | $13K |
| TSM Taiwan Semiconductor-SP ADR | put | Sold out | 1,600 | $5Kbefore exit |
| COST Costco Wholesale Corp. | put | New | 200 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -49.8% | 573 | $685K |
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 |