Resurgent Financial Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Resurgent Financial Advisors LLC reported 174 stock positions worth $169.2 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Berkshire Hathaway Class B (BRK.B, 3.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 12, added to 65 and reduced 86. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +20%) and the biggest sale Stock Yards Bancorp (SYBT, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $169.2M (Q4 2024)
- SEC Filing
- 0001085146-25-001342 ↗ filed Feb 13, 2025
Holdings Value
Holdings 174 stocks · $169.2M
| AAPL Apple Inc. | 5.71% | 38,551 | $9.7M | Reduce -2.7% |
| MSFT Microsoft Corp. | 5.44% | 21,820 | $9.2M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.09% | 11,521 | $5.2M | Add +19.9% |
| JPM JPMorgan Chase & Co. | 2.82% | 19,918 | $4.8M | Reduce -3.0% |
| NVDA Nvidia Corp. | 2.71% | 34,112 | $4.6M | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 2.41% | 20,780 | $4.1M | Add +2.1% |
| IWD iShares Russell 1000 Value E | 2.36% | 21,535 | $4.0M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.31% | 6,680 | $3.9M | Add +11.4% |
| AMZN Amazon.com Inc. | 1.97% | 15,186 | $3.3M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 1.96% | 17,475 | $3.3M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 1.88% | 5,394 | $3.2M | Reduce -3.0% |
| TPL Texas Pacific Land Corp. | 1.79% | 2,733 | $3.0M | No change |
| HD Home Depot Inc. | 1.69% | 7,349 | $2.9M | Reduce -1.7% |
| ETN Eaton Corp. PLC | 1.33% | 6,785 | $2.3M | Reduce -2.7% |
| WMT Walmart Inc. | 1.28% | 23,991 | $2.2M | Reduce -5.9% |
| COP Conocophillips | 1.27% | 21,633 | $2.1M | Add +1.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.26% | 47,303 | $2.1M | Reduce -2.7% |
| JNJ Johnson & Johnson | 1.13% | 13,182 | $1.9M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 1.09% | 17,071 | $1.8M | Reduce -21.0% |
| IBIT iShares Bitcoin Trust ETF | 1.06% | 33,883 | $1.8M | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.04% | 25,433 | $1.8M | Add +34.5% |
| DLN Wisdomtree US Largecap Divid | 1.02% | 22,225 | $1.7M | Reduce -3.8% |
| SPHQ Invesco S&P 500 Quality ETF | 1.01% | 25,407 | $1.7M | Reduce -0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.94% | 28,335 | $1.6M | Add +21.4% |
| QUAL iShares MSCI USA Quality Fac | 0.92% | 8,768 | $1.6M | Add +14.1% |
| IVW iShares S&P 500 Growth ETF | 0.90% | 15,017 | $1.5M | Reduce -8.9% |
| DON Wisdomtree US Midcap Dividen | 0.88% | 29,293 | $1.5M | Add +2.3% |
| CVX Chevron Corp. | 0.87% | 10,169 | $1.5M | Reduce -2.5% |
| PWR Quanta Services Inc. | 0.85% | 4,569 | $1.4M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 12,432 | $1.4M | Reduce -8.8% |
| V Visa Inc. Class A | 0.84% | 4,504 | $1.4M | Reduce -3.3% |
| DHR Danaher Corp. | 0.74% | 5,482 | $1.3M | Reduce -11.7% |
| COST Costco Wholesale Corp. | 0.72% | 1,334 | $1.2M | Add +2.5% |
| MPC Marathon Petroleum Corp. | 0.72% | 8,762 | $1.2M | Reduce -3.7% |
| AVGO Broadcom Inc. | 0.68% | 4,985 | $1.2M | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.66% | 15,677 | $1.1M | Reduce -0.5% |
| MBB iShares MBS ETF | 0.65% | 11,989 | $1.1M | Add +21.7% |
| MDLZ Mondelez International Inc. Class A | 0.65% | 18,268 | $1.1M | Reduce -13.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.64% | 21,044 | $1.1M | Add +16.2% |
| ISRG Intuitive Surgical Inc. | 0.63% | 2,053 | $1.1M | Add +33.7% |
| MSI Motorola Solutions Inc. | 0.63% | 2,290 | $1.1M | Add +1.7% |
| MLPX Global X MLP & Energy Infras | 0.62% | 17,449 | $1.1M | Add +10.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.58% | 4,983 | $987K | Add +4.5% |
| MRK Merck & Co. Inc. | 0.58% | 9,787 | $974K | Reduce -11.7% |
| MS Morgan Stanley | 0.57% | 7,654 | $962K | Reduce -2.4% |
| EFV iShares MSCI Eafe Value ETF | 0.56% | 18,176 | $954K | Add +27.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.56% | 22,348 | $952K | Add +26.8% |
| AMGN Amgen Inc. | 0.56% | 3,648 | $951K | Reduce -4.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.56% | 9,810 | $950K | Add +42.0% |
| VIGI Vanguard Int Div App Indx FD | 0.56% | 11,874 | $950K | Add +13.1% |
| FCX Freeport-McMoran Inc. | 0.56% | 24,785 | $944K | Add +0.8% |
| CME Cme Group Inc. | 0.55% | 3,981 | $925K | Add +5.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.54% | 16,262 | $918K | Reduce -3.1% |
| ORCL Oracle Corp. | 0.52% | 5,318 | $886K | Add +117.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 3,027 | $877K | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.50% | 1,615 | $850K | Add +4.1% |
| MCO Moody's Corp. | 0.50% | 1,782 | $844K | Add +29.3% |
| PG The Procter & Gamble Co. | 0.48% | 4,880 | $818K | Add +4.7% |
| META Meta Platforms Inc. Class A | 0.48% | 1,389 | $813K | Add +13.9% |
| SGOL Abrdn Physical Gold Shares | 0.47% | 31,580 | $791K | Reduce -1.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.47% | 8,515 | $790K | Reduce -9.3% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 27,249 | $759K | Reduce -3.9% |
| IVE iShares S&P 500 Value ETF | 0.44% | 3,895 | $743K | Reduce -19.0% |
| MO Altria Group Inc. | 0.43% | 13,992 | $732K | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.43% | 32,087 | $728K | Add +78.9% |
| KMI Kinder Morgan Inc. | 0.42% | 25,982 | $712K | Add +48.3% |
| CB Chubb Ltd. | 0.42% | 2,573 | $711K | Reduce -1.7% |
| PFE Pfizer Inc. | 0.39% | 25,139 | $667K | Reduce -2.7% |
| LMT Lockheed Martin Corp. | 0.39% | 1,365 | $663K | Add +5.1% |
| USFR Wisdomtree Floating Rate Tre | 0.39% | 13,159 | $662K | Add +32.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.39% | 11,941 | $662K | Add +14.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 5,467 | $660K | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,304 | $660K | Reduce -4.9% |
| MKL Markel Group Inc. | 0.38% | 371 | $640K | Add +33.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 2,660 | $639K | New |
| VRIG Invesco Variable Rate Invest | 0.38% | 25,283 | $635K | Add +19.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 2,456 | $623K | Add +0.6% |
| RSG Republic Services Inc. | 0.37% | 3,079 | $619K | Reduce -2.4% |
| TXN Texas Instruments Inc. | 0.36% | 3,271 | $613K | Add +11.5% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 12,162 | $613K | Add +16.2% |
| TSLA Tesla Inc. | 0.36% | 1,489 | $601K | Reduce -23.1% |
| TT Trane Technologies PLC | 0.35% | 1,617 | $597K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 5,321 | $592K | Add +2.4% |
| UNP Union Pacific Corp. | 0.35% | 2,569 | $586K | Reduce -3.8% |
| ICE Intercontinental Exchange Inc. | 0.35% | 3,928 | $585K | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.34% | 3,251 | $578K | Add +1.3% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 4,490 | $578K | No change |
| TMUS T-Mobile US Inc. | 0.34% | 2,584 | $570K | Reduce -0.1% |
| KKR KKR & Co. Inc. | 0.33% | 3,773 | $558K | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 23,790 | $551K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.32% | 2,867 | $539K | Add +7.9% |
| LLY Eli Lilly & Co. | 0.32% | 698 | $539K | Add +15.9% |
| DE Deere & Co. | 0.32% | 1,262 | $535K | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.31% | 5,416 | $525K | Reduce -50.3% |
| WTRG Essential Utilities Inc. | 0.31% | 14,413 | $523K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.30% | 2,443 | $514K | Reduce -1.9% |
| XLE SS Energy Select Sector | 0.30% | 5,945 | $509K | Reduce -7.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.30% | 7,946 | $504K | Reduce -1.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.30% | 9,648 | $502K | Add +51.2% |
| BOTZ Global X Robotics & Artifici | 0.29% | 15,600 | $498K | Reduce -0.6% |
Options reported separately and not counted above: QQQ puts ($70K), SPY puts ($40K), SPY calls ($19K), NVDA puts ($6K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $644K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 529 | $644K | Add +0.4% |
Total filed on the 13F, all lines: $169.8M.
Portfolio Sells Q3 2024 → Q4 2024
| SYBT Stock Yards Bancorp Inc. | Reduce -78.2% | 0.25% | −0.74 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.63 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.47 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.42 |
| XOM Exxon Mobil Corp. | Reduce -21.0% | 1.09% | −0.40 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -65.6% | 0.18% | −0.39 |
| AGG iShares Core U.S. Aggregate | Reduce -50.3% | 0.31% | −0.34 |
| PEP Pepsico Inc. | Reduce -51.0% | 0.24% | −0.31 |
| DHR Danaher Corp. | Reduce -11.7% | 0.74% | −0.27 |
| MDLZ Mondelez International Inc. Class A | Reduce -13.0% | 0.65% | −0.26 |
| MSFT Microsoft Corp. | Reduce -2.8% | 5.44% | −0.23 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.20 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -11.7% | 0.58% | −0.16 |
| AMGN Amgen Inc. | Reduce -4.3% | 0.56% | −0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -3.7% | 0.72% | −0.15 |
| XBI SS SPDR S&P Biotech ETF | Reduce -47.2% | 0.14% | −0.15 |
| JNJ Johnson & Johnson | Reduce -0.9% | 1.13% | −0.14 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.14 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.13 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.13 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.13 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.12 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 0.66% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -19.0% | 0.44% | −0.12 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -33.4% | 0.14% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.8% | 0.85% | −0.09 |
| HD Home Depot Inc. | Reduce -1.7% | 1.69% | −0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -2.7% | 1.26% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 0.39% | −0.08 |
| DUK Duke Energy Corp. | Reduce -20.9% | 0.22% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -1.3% | 2.36% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -9.3% | 0.47% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -13.1% | 0.23% | −0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -10.2% | 0.19% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -18.1% | 0.17% | −0.05 |
| AMT American Tower Corp. | Reduce -1.0% | 0.17% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -10.4% | 0.20% | −0.04 |
| PFE Pfizer Inc. | Reduce -2.7% | 0.39% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -8.3% | 0.20% | −0.04 |
| DLN Wisdomtree US Largecap Divid | Reduce -3.8% | 1.02% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -4.4% | 0.35% | −0.04 |
| HIW Highwoods Properties Inc. | Reduce -4.9% | 0.28% | −0.04 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -18.6% | 0.14% | −0.04 |
| UNP Union Pacific Corp. | Reduce -3.8% | 0.35% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.4% | 0.20% | −0.03 |
| MDT Medtronic PLC | Reduce -1.4% | 0.24% | −0.03 |
| CVX Chevron Corp. | Reduce -2.5% | 0.87% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.9% | 3.09% | +0.49 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.38% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.4% | 2.31% | +0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +34.5% | 1.04% | +0.29 |
| ORCL Oracle Corp. | Add +117.9% | 0.52% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 1.96% | +0.27 |
| CL Colgate-Palmolive Co. | New | 0.27% | +0.27 |
| SPG Simon Property Group Inc. | New | 0.24% | +0.24 |
| TOLL Tema Durable Quality ETF | New | 0.23% | +0.23 |
| KMI Kinder Morgan Inc. | Add +48.3% | 0.42% | +0.19 |
| JEPQ JPM Nasdaq Equity Premium | Add +21.4% | 0.94% | +0.19 |
| ISRG Intuitive Surgical Inc. | Add +33.7% | 0.63% | +0.19 |
| PYLD PIMCO Multisector Bond Actv | New | 0.18% | +0.18 |
| SCHZ Schwab US Aggregate Bond ETF | Add +78.9% | 0.43% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.14% | +0.14 |
| T AT&T Inc. | New | 0.13% | +0.13 |
| PAUG Innovator U.S. Equity Power | New | 0.13% | +0.13 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.13% | +0.13 |
| EFG iShares MSCI Eafe Growth ETF | Add +42.0% | 0.56% | +0.12 |
| MKL Markel Group Inc. | Add +33.0% | 0.38% | +0.12 |
| MLPX Global X MLP & Energy Infras | Add +10.8% | 0.62% | +0.12 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.12% | +0.12 |
| MCO Moody's Corp. | Add +29.3% | 0.50% | +0.11 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +26.8% | 0.56% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +14.1% | 0.92% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +16.2% | 0.64% | +0.11 |
| USFR Wisdomtree Floating Rate Tre | Add +32.0% | 0.39% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +51.2% | 0.30% | +0.10 |
| MBB iShares MBS ETF | Add +21.7% | 0.65% | +0.10 |
| EFV iShares MSCI Eafe Value ETF | Add +27.7% | 0.56% | +0.08 |
| META Meta Platforms Inc. Class A | Add +13.9% | 0.48% | +0.07 |
| VRIG Invesco Variable Rate Invest | Add +19.3% | 0.38% | +0.06 |
| XLF SS Financial Select Sector | Add +35.6% | 0.19% | +0.06 |
| GLD SPDR Gold Shares | Add +33.4% | 0.23% | +0.06 |
| DIS The Walt Disney Co. | Add +2.4% | 0.35% | +0.06 |
| CME Cme Group Inc. | Add +5.3% | 0.55% | +0.06 |
| MA Mastercard Inc. Class A | Add +4.1% | 0.50% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +16.2% | 0.36% | +0.05 |
| SCHO Schwab Short-Term US Treas | Add +25.2% | 0.26% | +0.05 |
| COST Costco Wholesale Corp. | Add +2.5% | 0.72% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +21.2% | 0.18% | +0.04 |
| KKR KKR & Co. Inc. | Add +0.2% | 0.33% | +0.04 |
| MTB M & T Bank Corp. | Add +7.9% | 0.32% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +2.1% | 2.41% | +0.04 |
| MSI Motorola Solutions Inc. | Add +1.7% | 0.63% | +0.03 |
| COF Capital One Financial Corp. | Add +0.3% | 0.16% | +0.03 |
| DON Wisdomtree US Midcap Dividen | Add +2.3% | 0.88% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.5% | 0.58% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.6% | 0.37% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +14.9% | 0.39% | +0.02 |
Options Activity Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | put | Add +24.1% | 3,600 | $70K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.4% | 529 | $644K |
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 |