13F-HR filed by Resurgent Financial Advisors LLC
Resurgent Financial Advisors LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 192 holding rows worth $161,150,000.
- Accession
- 0001912339-22-000001
- Filer
- CIK 1912339
- Filed
- 2022-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 192 entries on the cover page, a total value of $161,150,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,150,000 with VALUE read as thousands by filing date, 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 |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 31,548 | $11,437,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 54,860 | $9,579,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 24,733 | $7,625,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 13,654 | $6,167,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 14,637 | $3,004,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,029 | $2,862,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 57,419 | $2,845,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 6,256 | $2,838,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 19,143 | $2,609,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 26,300 | $2,550,000 | thousands by filing date | put |
| Amazon.com, Inc | 023135106 | COM | 778 | $2,536,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 7,273 | $2,522,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 8,194 | $2,452,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 14,846 | $2,417,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,214 | $2,193,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 10,495 | $1,860,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 35,225 | $1,824,000 | thousands by filing date | |
| ConocoPhillips | 20825C104 | COM | 17,991 | $1,799,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 10,572 | $1,714,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 14,727 | $1,634,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 39,621 | $1,633,000 | thousands by filing date | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 8,527 | $1,574,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 10,534 | $1,569,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 3,667 | $1,524,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 6,624 | $1,469,000 | thousands by filing date | |
| STOCK YDS BANCORP INC | 861025104 | COM | 27,328 | $1,446,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 9,237 | $1,267,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 8,330 | $1,264,000 | thousands by filing date | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 911 | $1,232,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 1,923 | $1,211,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 10,863 | $1,172,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 17,609 | $1,157,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 3,876 | $1,137,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 17,199 | $1,080,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 28,020 | $1,074,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 6,618 | $1,073,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 6,362 | $1,065,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 3,770 | $1,030,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,361 | $1,020,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 14,294 | $1,020,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,431 | $985,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 11,528 | $977,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 11,401 | $975,000 | thousands by filing date | |
| VTI | 922908769 | COM | 4,236 | $964,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 3,373 | $920,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 12,424 | $915,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 11,146 | $914,000 | thousands by filing date | |
| ISHARES TR | 464287275 | GBL COMM SVC ETF | 13,700 | $857,000 | thousands by filing date | put |
| HIGHWOODS PPTYS INC COM | 431284108 | REIT | 18,681 | $854,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 5,546 | $848,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 8,220 | $847,000 | thousands by filing date | |
| EOG RES INC COM | 26875P101 | Stock | 7,020 | $837,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 20,825 | $805,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 10,257 | $801,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 14,306 | $798,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 3,316 | $789,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 15,814 | $787,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 17,424 | $774,000 | thousands by filing date | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 6,390 | $752,000 | thousands by filing date | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 14,634 | $748,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 14,259 | $745,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,440 | $735,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 4,156 | $731,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 14,226 | $724,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 3,330 | $712,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 6,215 | $698,000 | thousands by filing date | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2,841 | $688,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 10,956 | $665,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 952 | $665,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 13,403 | $664,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 19,308 | $662,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 14,127 | $661,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 6,282 | $635,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 6,070 | $613,000 | thousands by filing date | |
| RAPID7 INC COM | 753422104 | Stock | 5,431 | $604,000 | thousands by filing date | |
| PERMIAN BASIN RTY TR | 714236106 | UNIT BEN INT | 48,000 | $600,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,656 | $592,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 766 | $585,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 2,639 | $560,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 1,230 | $543,000 | thousands by filing date | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 8,152 | $540,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 496 | $534,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 2,128 | $532,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G870 | VAR RATE PFD | 21,674 | $530,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 709 | $526,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 2,780 | $510,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 2,343 | $497,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 11,250 | $494,000 | thousands by filing date | |
| NUTRIEN LTD COM | 67077M108 | Stock | 4,744 | $493,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,472 | $473,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 4,407 | $472,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F676 | COM | 1,745 | $471,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 167 | $466,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,908 | $433,000 | thousands by filing date | |
| ILLUMINA INC | 452327109 | COM | 1,240 | $433,000 | thousands by filing date | |
| EVERFORTH INC COM | 00191U102 | Stock | 3,691 | $431,000 | thousands by filing date | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 1,859 | $430,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 5,299 | $425,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 7,842 | $422,000 | thousands by filing date | |
| ARES ACQUISITION CORPORATION | G33032106 | COM CL A | 42,300 | $415,000 | thousands by filing date | |
| BLACKSTONE INC | 09260D107 | COM | 3,158 | $401,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 3,024 | $401,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 8,280 | $400,000 | thousands by filing date | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 5,213 | $396,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,623 | $387,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,156 | $373,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 4,969 | $373,000 | thousands by filing date | |
| IJH | 464287507 | COM | 1,382 | $370,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y475 | S&P 500 COVERED | 7,450 | $369,000 | thousands by filing date | |
| ISHARES TR | 46435G425 | COM | 3,612 | $366,000 | thousands by filing date | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 7,335 | $364,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 7,989 | $361,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,353 | $360,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 1,455 | $352,000 | thousands by filing date | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 1,337 | $349,000 | thousands by filing date | |
| CORNING INC | 219350105 | COM | 9,459 | $349,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 5,196 | $346,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 4,800 | $334,000 | thousands by filing date | put |
| Abbott Laboratories | 002824100 | COM | 2,762 | $327,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 561 | $323,000 | thousands by filing date | |
| MERCADOLIBREINC | 58733R102 | STOK | 269 | $320,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,022 | $316,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 4,200 | $314,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,885 | $313,000 | thousands by filing date | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 4,899 | $304,000 | thousands by filing date | |
| KFORCE INC COM | 493732101 | Stock | 4,073 | $301,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 821 | $300,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 2,007 | $299,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 1,266 | $295,000 | thousands by filing date | |
| CAMBRIA ETF TR | 132061862 | TAIL RISK | 17,652 | $294,000 | thousands by filing date | |
| BEST BUY INC COM | 086516101 | Stock | 3,217 | $292,000 | thousands by filing date | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 15,000 | $291,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 4,873 | $289,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 7,940 | $289,000 | thousands by filing date | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 2,162 | $288,000 | thousands by filing date | |
| BLOCK INC CL A | 852234103 | Stock | 2,043 | $277,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,006 | $275,000 | thousands by filing date | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 4,270 | $268,000 | thousands by filing date | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 4,507 | $268,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,449 | $267,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 3,230 | $267,000 | thousands by filing date | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 3,768 | $261,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 1,009 | $253,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 371 | $251,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 2,000 | $251,000 | thousands by filing date | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 16,917 | $250,000 | thousands by filing date | |
| SUN CMNTYS INC COM | 866674104 | REIT | 1,420 | $249,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 5,372 | $248,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 2,280 | $248,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 718 | $242,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 3,187 | $242,000 | thousands by filing date | |
| WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | 97717W836 | ETF | 3,660 | $241,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 1,908 | $238,000 | thousands by filing date | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 4,704 | $236,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,101 | $236,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 1,557 | $235,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 937 | $234,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 4,126 | $234,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 9,682 | $229,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 3,720 | $225,000 | thousands by filing date | |
| WILLIAMS COS INC COM | 969457100 | Stock | 6,725 | $225,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 6,115 | $225,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 3,790 | $222,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,232 | $221,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 4,435 | $221,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 3,546 | $220,000 | thousands by filing date | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 5,655 | $220,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 826 | $220,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 1,698 | $218,000 | thousands by filing date | |
| Cigna Corporation | 125523100 | COM | 889 | $213,000 | thousands by filing date | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 1,482 | $210,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 89 | $209,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,760 | $209,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F700 | AGRIBUSINESS ETF | 2,003 | $209,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,700 | $208,000 | thousands by filing date | put |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,650 | $206,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 723 | $206,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 1,015 | $205,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 2,600 | $203,000 | thousands by filing date | |
| JABIL INC COM | 466313103 | Stock | 3,294 | $203,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 444 | $202,000 | thousands by filing date | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,198 | $201,000 | thousands by filing date | |
| ENBRIDGE INC COM | 29250N105 | Stock | 4,337 | $200,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 1,532 | $200,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 32,939 | $180,000 | thousands by filing date | |
| SIMON PROPERTY GRP ACQ HOLDI | 82880R103 | CMN | 16,500 | $161,000 | thousands by filing date | |
| ALLIANCE RESOURCE PARTNERS L | 01877R108 | UT LTD PART | 10,093 | $156,000 | thousands by filing date | |
| Akoustis Technologies Inc | 00973N102 | COM | 17,776 | $116,000 | thousands by filing date | |
| HECLA MNG CO | 422704106 | COM | 10,000 | $66,000 | thousands by filing date | |
| ORIGIN MATERIALS INC | 68622D114 | *W EXP 06/25/202 | 38,000 | $59,000 | thousands by filing date | |
| IAMGOLD CORP COM | 450913108 | Stock | 10,000 | $35,000 | thousands by filing date | |
| TEUCRIUM COMMODITY TR | 88166A508 | WHEAT FD | 10,000 | $30,000 | thousands by filing date | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001912339-22-000001 | this filing | 2022-05-16 | acceptance time not in the bulk data set |