13F-HR filed by Resurgent Financial Advisors LLC
Resurgent Financial Advisors LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-15, with 627 holding rows worth $189,690,482.
- Accession
- 0001889918-23-000006
- Filer
- CIK 1912339
- Filed
- 2023-02-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 627 entries on the cover page, a total value of $189,690,482 stated on the cover page (in dollars after the unit check, H1), rows summing to $189,690,482 with VALUE read as dollars as filed, 13F file number 028-22507. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 307 | $34,986 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 90 | $34,944 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 46 | $34,885 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 781 | $34,817 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 651 | $34,802 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 549 | $34,582 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 371 | $34,488 | dollars as filed | |
| ISHARES TR | 464287580 | US CONSUM DISCRE | 605 | $34,461 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 379 | $34,353 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 1,027 | $34,201 | dollars as filed | |
| ORIGIN MATERIALS INC | 68622D114 | *W EXP 06/25/202 | 39,300 | $34,199 | dollars as filed | |
| AES CORP COM | 00130H105 | Stock | 1,181 | $33,966 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 146 | $33,836 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P103 | LNG/SHT EQUITY | 687 | $33,574 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 941 | $33,556 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 207 | $33,406 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 425 | $33,282 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 699 | $33,077 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 337 | $32,372 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 442 | $32,076 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 1,066 | $31,969 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 694 | $31,556 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 321 | $31,403 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 637 | $31,143 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 76 | $31,005 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 222 | $30,785 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V290 | S&P500 EQL REL | 1,000 | $30,750 | dollars as filed | |
| WISDOMTREE TR | 97717X131 | INTL QULTY DIV | 1,000 | $30,610 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 109 | $30,554 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 393 | $30,371 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460G609 | CMN | 450 | $29,948 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 1,620 | $29,857 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 47 | $29,594 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 3,666 | $29,328 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 411 | $29,271 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 443 | $29,105 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 86 | $28,908 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 894 | $28,796 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 208 | $28,773 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 108 | $28,616 | dollars as filed | |
| ARCH RESOURCES INC | 03940R107 | CL A | 200 | $28,558 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 246 | $28,553 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 463 | $28,539 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 344 | $28,511 | dollars as filed | |
| PIMCO CALIF MUN INCOME FD | 72200N106 | COM | 1,887 | $28,437 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 155 | $28,394 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 755 | $27,965 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 709 | $27,913 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 199 | $27,804 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 220 | $27,755 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V308 | BUYBACK ACHIEV | 324 | $27,721 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,308 | $27,657 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 282 | $27,647 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 788 | $27,288 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 203 | $27,228 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 111 | $27,148 | dollars as filed | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 976 | $27,055 | dollars as filed | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 888 | $27,048 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 1,024 | $27,013 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 322 | $26,996 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 360 | $26,824 | dollars as filed | |
| ROBERT HALF INC. COM | 770323103 | Stock | 363 | $26,800 | dollars as filed | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 958 | $26,776 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 259 | $26,296 | dollars as filed | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 928 | $26,160 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 1,183 | $26,050 | dollars as filed | |
| BALL CORP | 058498106 | COM | 507 | $25,928 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 10,000 | $25,800 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 211 | $25,780 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 199 | $25,703 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,000 | $25,671 | dollars as filed | call |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 350 | $25,529 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 342 | $25,496 | dollars as filed | |
| KLA CORP | 482480100 | COM | 67 | $25,261 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 146 | $25,122 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 122 | $25,064 | dollars as filed | |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 2,264 | $25,062 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 168 | $25,014 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 870 | $24,760 | dollars as filed | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 133 | $24,429 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 501 | $24,083 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 200 | $23,956 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 59 | $23,550 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 607 | $23,461 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 390 | $23,423 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 219 | $23,400 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 156 | $23,105 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 375 | $23,006 | dollars as filed | |
| PDC ENERGY INC | 69327R101 | COM | 356 | $22,599 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 129 | $22,383 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 664 | $22,357 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 403 | $22,306 | dollars as filed | |
| RELIANCE INC | 759509102 | COM | 110 | $22,268 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 55 | $22,067 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 1,486 | $21,963 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 335 | $21,959 | dollars as filed | |
| AVANGRID INC | 05351W103 | COM | 510 | $21,920 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 208 | $21,900 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 78 | $21,732 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 65 | $21,533 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 159 | $21,530 | dollars as filed | |
| EXCHANGE TRADED CONCEPTS TRU | 301505707 | ROBO GLB ETF | 463 | $21,451 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 1,260 | $21,382 | dollars as filed | |
| Akoustis Technologies Inc | 00973N102 | COM | 7,580 | $21,376 | dollars as filed | |
| PROSHARES TR | 74347G440 | BITCOIN ETF | 2,040 | $21,277 | dollars as filed | |
| NUVEEN MUN VALUE FD INC | 670928100 | COM | 2,464 | $21,190 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 194 | $21,158 | dollars as filed | |
| AVIS BUDGET GROUP INC | 053774105 | COM | 129 | $21,147 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 303 | $21,131 | dollars as filed | |
| ALPS ETF TR | 00162Q387 | OSHARES US QUALT | 509 | $21,077 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 200 | $21,038 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 89 | $20,946 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 684 | $20,883 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 673 | $20,863 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 465 | $20,846 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 332 | $20,843 | dollars as filed | |
| KBHOME | 48666K109 | COM | 654 | $20,830 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 171 | $20,751 | dollars as filed | |
| CRH PLC ADS | 12626K203 | ADR | 521 | $20,731 | dollars as filed | |
| GETTY RLTY CORP NEW COM | 374297109 | REIT | 600 | $20,310 | dollars as filed | |
| CROWN PROPTECH ACQUISITIONS | G25741128 | UNIT 99/99/9999 | 2,000 | $20,300 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 85 | $20,206 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 115 | $20,189 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 2,275 | $20,179 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 2,115 | $20,050 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 103 | $20,008 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 0 | $0 | dollars as filed | putValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001889918-23-000006 | this filing | 2023-02-15 | acceptance time not in the bulk data set |