Resurgent Financial Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Resurgent Financial Advisors LLC reported 176 stock positions worth $170.2 million. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Apple (AAPL, 5.4%) and Berkshire Hathaway Class B (BRK.B, 2.6%). Compared with Q2 2024, it opened 17 new positions, sold out of 12, added to 67 and reduced 80. The biggest buy was a new position in Intuitive Surgical (ISRG) and the biggest sale Chevron (CVX, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $170.2M (Q3 2024)
- SEC Filing
- 0001994220-24-000027 ↗ filed Nov 14, 2024
Holdings Value
Holdings 176 stocks · $170.2M
| MSFT Microsoft Corp. | 5.67% | 22,438 | $9.7M | Add +1.1% |
| AAPL Apple Inc. | 5.42% | 39,627 | $9.2M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.60% | 9,611 | $4.4M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 2.54% | 20,535 | $4.3M | Add +1.0% |
| NVDA Nvidia Corp. | 2.53% | 35,507 | $4.3M | Reduce -2.5% |
| IWD iShares Russell 1000 Value E | 2.43% | 21,815 | $4.1M | Add +17.9% |
| VIG Vanguard Dividend Apprec ETF | 2.37% | 20,342 | $4.0M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.02% | 5,998 | $3.4M | Add +15.8% |
| IVV iShares Core S&P 500 ETF | 1.88% | 5,558 | $3.2M | Add +1.0% |
| HD Home Depot Inc. | 1.78% | 7,478 | $3.0M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 1.73% | 15,838 | $3.0M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.68% | 17,268 | $2.9M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 1.49% | 21,602 | $2.5M | Add +28.6% |
| TPL Texas Pacific Land Corp. | 1.42% | 2,733 | $2.4M | No change |
| ETN Eaton Corp. PLC | 1.36% | 6,971 | $2.3M | Reduce -3.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.35% | 48,600 | $2.3M | Add +26.4% |
| COP Conocophillips | 1.32% | 21,266 | $2.2M | Add +3.9% |
| JNJ Johnson & Johnson | 1.27% | 13,297 | $2.2M | Add +10.1% |
| WMT Walmart Inc. | 1.21% | 25,495 | $2.1M | Reduce -2.5% |
| DLN Wisdomtree US Largecap Divid | 1.07% | 23,096 | $1.8M | Reduce -0.6% |
| DHR Danaher Corp. | 1.01% | 6,206 | $1.7M | Add +16.6% |
| SPHQ Invesco S&P 500 Quality ETF | 1.01% | 25,457 | $1.7M | Add +3.8% |
| SYBT Stock Yards Bancorp Inc. | 0.99% | 27,328 | $1.7M | No change |
| IJR iShares Core S&P Small-Cap E | 0.94% | 13,637 | $1.6M | Add +2.5% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 16,493 | $1.6M | Reduce -7.5% |
| MDLZ Mondelez International Inc. Class A | 0.91% | 20,992 | $1.5M | Reduce -2.0% |
| CVX Chevron Corp. | 0.90% | 10,426 | $1.5M | Reduce -32.5% |
| MPC Marathon Petroleum Corp. | 0.87% | 9,101 | $1.5M | Reduce -5.5% |
| DON Wisdomtree US Midcap Dividen | 0.86% | 28,633 | $1.5M | Add +2.3% |
| PWR Quanta Services Inc. | 0.84% | 4,773 | $1.4M | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.81% | 7,688 | $1.4M | Reduce -3.4% |
| NEE Nextera Energy Inc. | 0.78% | 15,759 | $1.3M | Add +1.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.75% | 23,348 | $1.3M | Reduce -6.8% |
| V Visa Inc. Class A | 0.75% | 4,657 | $1.3M | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.75% | 18,915 | $1.3M | Reduce -19.8% |
| MRK Merck & Co. Inc. | 0.74% | 11,089 | $1.3M | Reduce -10.5% |
| IBIT iShares Bitcoin Trust ETF | 0.73% | 34,224 | $1.2M | Add +10.0% |
| AMGN Amgen Inc. | 0.72% | 3,810 | $1.2M | Add +4.0% |
| FCX Freeport-McMoran Inc. | 0.72% | 24,578 | $1.2M | Add +10.8% |
| COST Costco Wholesale Corp. | 0.68% | 1,301 | $1.2M | Reduce -5.9% |
| AGG iShares Core U.S. Aggregate | 0.65% | 10,902 | $1.1M | Reduce -3.7% |
| CCI Crown Castle Inc. | 0.63% | 9,102 | $1.1M | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 0.59% | 2,252 | $1.0M | Reduce -5.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.57% | 16,780 | $970K | Add +8.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 12,329 | $962K | Reduce -7.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 4,767 | $957K | Add +7.0% |
| IVE iShares S&P 500 Value ETF | 0.56% | 4,808 | $948K | Add +2.7% |
| MBB iShares MBS ETF | 0.55% | 9,850 | $944K | Add +30.1% |
| PEP Pepsico Inc. | 0.55% | 5,521 | $939K | Reduce -7.1% |
| VIGI Vanguard Int Div App Indx FD | 0.54% | 10,498 | $927K | Add +9.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.53% | 9,389 | $910K | Add +0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.53% | 18,105 | $896K | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.52% | 5,091 | $878K | Reduce -5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,052 | $864K | No change |
| MLPX Global X MLP & Energy Infras | 0.50% | 15,744 | $857K | Add +1.1% |
| CME Cme Group Inc. | 0.49% | 3,782 | $834K | Reduce -3.0% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 14,229 | $819K | Add +140.6% |
| MS Morgan Stanley | 0.48% | 7,841 | $817K | Add +13.5% |
| SGOL Abrdn Physical Gold Shares | 0.47% | 32,150 | $808K | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.47% | 4,661 | $807K | Reduce -4.5% |
| UNH Unitedhealth Group Inc. | 0.47% | 1,371 | $802K | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.47% | 2,549 | $801K | Reduce -2.6% |
| MA Mastercard Inc. Class A | 0.45% | 1,551 | $766K | Reduce -2.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.45% | 17,622 | $765K | Add +95.0% |
| LMT Lockheed Martin Corp. | 0.45% | 1,299 | $759K | Add +3.6% |
| CB Chubb Ltd. | 0.44% | 2,618 | $755K | Reduce -9.2% |
| ISRG Intuitive Surgical Inc. | 0.44% | 1,536 | $755K | New |
| PFE Pfizer Inc. | 0.44% | 25,831 | $748K | Reduce -2.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.44% | 6,911 | $744K | Reduce -10.2% |
| SCHG Schwab US Large-Cap Growth | 0.43% | 7,088 | $738K | Add +8.9% |
| MO Altria Group Inc. | 0.42% | 13,978 | $713K | Reduce -1.2% |
| MELI MercadoLibre Inc. | 0.42% | 346 | $710K | New |
| META Meta Platforms Inc. Class A | 0.41% | 1,219 | $698K | Add +12.1% |
| ICE Intercontinental Exchange Inc. | 0.39% | 4,107 | $660K | Add +2.3% |
| UNP Union Pacific Corp. | 0.39% | 2,671 | $658K | Reduce -8.0% |
| MCO Moody's Corp. | 0.38% | 1,378 | $654K | Reduce -7.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.37% | 10,393 | $635K | Add +13.4% |
| ABBV Abbvie Inc. | 0.37% | 3,209 | $634K | Add +22.9% |
| RSG Republic Services Inc. | 0.37% | 3,155 | $634K | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 5,388 | $633K | Add +2.3% |
| TT Trane Technologies PLC | 0.37% | 1,614 | $627K | Add +2.5% |
| TXN Texas Instruments Inc. | 0.36% | 2,934 | $606K | Reduce -0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.35% | 2,441 | $594K | Add +7.3% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 4,490 | $564K | No change |
| XLE SS Energy Select Sector | 0.33% | 6,423 | $564K | Add +5.3% |
| WTRG Essential Utilities Inc. | 0.33% | 14,413 | $556K | No change |
| HIW Highwoods Properties Inc. | 0.32% | 16,261 | $545K | Reduce -14.9% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 7,930 | $538K | Reduce -0.8% |
| TMUS T-Mobile US Inc. | 0.31% | 2,588 | $534K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.31% | 602 | $533K | Add +1.4% |
| VRIG Invesco Variable Rate Invest | 0.31% | 21,192 | $532K | Add +2.6% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 10,466 | $531K | Reduce -6.3% |
| DE Deere & Co. | 0.31% | 1,256 | $524K | Reduce -13.8% |
| DUK Duke Energy Corp. | 0.30% | 4,460 | $514K | Reduce -38.8% |
| VZ Verizon Communications Inc. | 0.30% | 11,308 | $508K | Reduce -5.8% |
| TSLA Tesla Inc. | 0.30% | 1,937 | $507K | Reduce -39.5% |
| BOTZ Global X Robotics & Artifici | 0.30% | 15,688 | $504K | Reduce -11.1% |
| USFR Wisdomtree Floating Rate Tre | 0.29% | 9,965 | $500K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.29% | 2,490 | $500K | Reduce -43.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 5,199 | $500K | Reduce -59.4% |
Options reported separately and not counted above: QQQ puts ($85K), SPY calls ($22K), SPY puts ($18K), NVDA puts ($9K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $671K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 527 | $671K | Reduce -8.0% |
Total filed on the 13F, all lines: $170.9M.
Portfolio Sells Q2 2024 → Q3 2024
| CVX Chevron Corp. | Reduce -32.5% | 0.90% | −0.61 |
| DIS The Walt Disney Co. | Reduce -59.4% | 0.29% | −0.50 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.49 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.36 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 1.68% | −0.30 |
| NVDA Nvidia Corp. | Reduce -2.5% | 2.53% | −0.28 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -43.6% | 0.29% | −0.25 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -58.0% | 0.22% | −0.25 |
| FERG Ferguson Jersey Ltd. | Sold out | 0.00% | −0.24 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -10.5% | 0.74% | −0.22 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 1.73% | −0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -19.8% | 0.75% | −0.19 |
| MPC Marathon Petroleum Corp. | Reduce -5.5% | 0.87% | −0.17 |
| INTC Intel Corp. | Sold out | 0.00% | −0.16 |
| DUK Duke Energy Corp. | Reduce -38.8% | 0.30% | −0.15 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.15 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.13 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.13 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -6.8% | 0.75% | −0.12 |
| BAND Bandwidth Inc. Class A | Sold out | 0.00% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.5% | 0.93% | −0.10 |
| TSLA Tesla Inc. | Reduce -39.5% | 0.30% | −0.10 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -32.7% | 0.18% | −0.09 |
| IEMG iShares Core MSCI Emerging | Reduce -24.6% | 0.25% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -35.6% | 0.13% | −0.08 |
| PEP Pepsico Inc. | Reduce -7.1% | 0.55% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.9% | 0.68% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -10.2% | 0.44% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -3.3% | 1.36% | −0.05 |
| BOTZ Global X Robotics & Artifici | Reduce -11.1% | 0.30% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -20.6% | 0.17% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.8% | 0.57% | −0.04 |
| MKL Markel Group Inc. | Reduce -7.9% | 0.26% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.3% | 0.31% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.4% | 0.81% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -3.7% | 0.65% | −0.04 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.23% | −0.04 |
| EOG EOG Resources Inc. | Reduce -14.1% | 0.14% | −0.04 |
| SNSR Global X Internet of Things | Reduce -13.8% | 0.13% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -11.5% | 0.28% | −0.03 |
| QTUM Defiance Quantum ETF | Reduce -14.5% | 0.13% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -6.2% | 0.12% | −0.03 |
| DE Deere & Co. | Reduce -13.8% | 0.31% | −0.03 |
| MDT Medtronic PLC | Reduce -16.6% | 0.27% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -20.4% | 0.16% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 0.47% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| ISRG Intuitive Surgical Inc. | New | 0.44% | +0.44 |
| MELI MercadoLibre Inc. | New | 0.42% | +0.42 |
| IWD iShares Russell 1000 Value E | Add +17.9% | 2.43% | +0.41 |
| USFR Wisdomtree Floating Rate Tre | New | 0.29% | +0.29 |
| EFV iShares MSCI Eafe Value ETF | Add +140.6% | 0.48% | +0.28 |
| XOM Exxon Mobil Corp. | Add +28.6% | 1.49% | +0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.8% | 2.02% | +0.26 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +26.4% | 1.35% | +0.26 |
| SCHD Schwab US DVD Equity ETF | New | 0.24% | +0.24 |
| KMI Kinder Morgan Inc. | New | 0.23% | +0.23 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +95.0% | 0.45% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.1% | 2.60% | +0.21 |
| SGOV iShares 0-3 Month Treasury B | New | 0.20% | +0.20 |
| DHR Danaher Corp. | Add +16.6% | 1.01% | +0.18 |
| JNJ Johnson & Johnson | Add +10.1% | 1.27% | +0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.15% | +0.15 |
| ABT Abbott Laboratories | New | 0.14% | +0.14 |
| PH Parker Hannifin Corp. | New | 0.14% | +0.14 |
| COF Capital One Financial Corp. | New | 0.14% | +0.14 |
| EMB iShares JP Morgan Usd Emergi | New | 0.13% | +0.13 |
| XLF SS Financial Select Sector | New | 0.13% | +0.13 |
| NOC Northrop Grumman Corp. | New | 0.13% | +0.13 |
| CEF Sprott Physical Gold and Sil | New | 0.13% | +0.13 |
| PFG Principal Financial Group | New | 0.13% | +0.13 |
| BAC Bank of America Corp. | New | 0.13% | +0.13 |
| ZTS Zoetis Inc. | New | 0.12% | +0.12 |
| MBB iShares MBS ETF | Add +30.1% | 0.55% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Add +80.9% | 0.25% | +0.11 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.78% | +0.09 |
| ABBV Abbvie Inc. | Add +22.9% | 0.37% | +0.09 |
| PWR Quanta Services Inc. | Add +0.7% | 0.84% | +0.08 |
| LMT Lockheed Martin Corp. | Add +3.6% | 0.45% | +0.08 |
| META Meta Platforms Inc. Class A | Add +12.1% | 0.41% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 2.37% | +0.07 |
| AWK American Water Works Co. Inc. | Add +21.2% | 0.29% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +10.0% | 0.73% | +0.06 |
| MTB M & T Bank Corp. | Add +16.4% | 0.28% | +0.06 |
| MS Morgan Stanley | Add +13.5% | 0.48% | +0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +9.3% | 0.54% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +27.3% | 0.25% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +7.0% | 0.56% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 0.94% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +10.8% | 0.72% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | Add +23.6% | 0.26% | +0.05 |
| TT Trane Technologies PLC | Add +2.5% | 0.37% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +2.3% | 0.39% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +32.8% | 0.20% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +8.1% | 0.57% | +0.04 |
| DON Wisdomtree US Midcap Dividen | Add +2.3% | 0.86% | +0.04 |
| KKR KKR & Co. Inc. | Add +0.1% | 0.29% | +0.04 |
Options Activity Q2 2024 → Q3 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -27.5% | 2,900 | $85K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -35.7% | 900 | $18K |
| IVW iShares S&P 500 Growth ETF | put | Sold out | 22,000 | $17Kbefore exit |
| NVDA Nvidia Corp. | put | New | 400 | $9K |
| COST Costco Wholesale Corp. | put | Sold out | 200 | $2Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -8.0% | 527 | $671K |
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 |