Resurgent Financial Advisors LLC

13F filer, CIK 1912339, ATLANTA, GA

Resurgent Financial Advisors LLC reported $171,054,272 across 181 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 29.14% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001994220-24-000027

Period: 2024-09-30
Reported value: $171M
Holdings: 181
Top 10 weight: 29.14%
New: 18
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+4,552	$785K
ISRGnew	+1,536	$755K
MELInew	+346	$710K
IWDadded	+3,306	$627K
XOMadded	+4,805	$563K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CRWDexited	-2,033	-$779K
CVXreduced	-5,028	-$740K
DISreduced	-7,596	-$731K
EWexited	-6,270	-$579K
HONexited	-2,447	-$523K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001994220-24-000027, largest first. % of portfolio is the value over $170,920,247, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	22,438	$9.65M	5.65%	+255	Timeline
AAPLAPPLE INC	39,627	$9.23M	5.4%	-3	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	9,611	$4.42M	2.59%	+202	Timeline
JPMJPMORGAN CHASE & CO	20,535	$4.33M	2.53%	+210	Timeline
NVDANVIDIA CORPORATION	35,507	$4.31M	2.52%	-928	Timeline
IWDISHARES TR	21,815	$4.14M	2.42%	+3,306	Timeline
VIGVANGUARD SPECIALIZED FUNDS	20,342	$4.03M	2.36%	+165	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,998	$3.44M	2.01%	+816	Timeline
IVVISHARES TR	5,558	$3.21M	1.88%	+57	Timeline
HDHOME DEPOT INC	7,478	$3.03M	1.77%	-182	Timeline
AMZNAMAZON COM INC	15,838	$2.95M	1.73%	-145	Timeline
GOOGLALPHABET INC	17,268	$2.86M	1.68%	-147	Timeline
XOMEXXON MOBIL CORP	21,602	$2.53M	1.48%	+4,805	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	2,733	$2.42M	1.41%	0	Timeline
ETNEATON CORP PLC	6,971	$2.31M	1.35%	-235	Timeline
IUSBISHARES TR	48,600	$2.29M	1.34%	+10,164	Timeline
COPCONOCOPHILLIPS	21,266	$2.24M	1.31%	+805	Timeline
JNJJOHNSON & JOHNSON	13,297	$2.15M	1.26%	+1,217	Timeline
WMTWALMART INC	25,495	$2.06M	1.2%	-658	Timeline
DLNWISDOMTREE TR	23,096	$1.81M	1.06%	-127	Timeline
DHRDANAHER CORP DEL	6,206	$1.73M	1.01%	+886	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	25,457	$1.71M	1%	+923	Timeline
SYBTSTOCK YDS BANCORP INC	27,328	$1.69M	0.99%	0	Timeline
IJRISHARES TR	13,637	$1.59M	0.93%	+329	Timeline
IVWISHARES TR	16,493	$1.58M	0.92%	-1,336	Timeline
MDLZMONDELEZ INTL INC	20,992	$1.55M	0.9%	-429	Timeline
CVXCHEVRON CORPORATION	10,426	$1.54M	0.9%	-5,028	Timeline
MPCMARATHON PETE CORP	9,101	$1.48M	0.87%	-534	Timeline
DONWISDOMTREE TR	28,633	$1.46M	0.86%	+629	Timeline
PWRQUANTA SVCS INC	4,773	$1.42M	0.83%	+33	Timeline
QUALISHARES TR	7,688	$1.38M	0.81%	-269	Timeline
NEENEXTERA ENERGY INC	15,759	$1.33M	0.78%	+200	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	23,348	$1.28M	0.75%	-1,698	Timeline
VVISA INC	4,657	$1.28M	0.75%	-62	Timeline
SPYMSPDR SERIES TRUST	18,915	$1.28M	0.75%	-4,657	Timeline
MRKMERCK & CO INC	11,089	$1.26M	0.74%	-1,299	Timeline
IBITISHARES BITCOIN TRUST ETF	34,224	$1.24M	0.72%	+3,116	Timeline
AMGNAMGEN INC	3,810	$1.23M	0.72%	+148	Timeline
FCXFREEPORT MCMORAN INC	24,578	$1.23M	0.72%	+2,388	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,301	$1.15M	0.67%	-82	Timeline
AGGISHARES TR	10,902	$1.1M	0.65%	-414	Timeline
CCICROWN CASTLE INC	9,102	$1.08M	0.63%	-58	Timeline
MSIMOTOROLA SOLUTIONS INC	2,252	$1.01M	0.59%	-138	Timeline
COWZPACER FDS TR	16,780	$970K	0.57%	+1,261	Timeline
IEFAISHARES TR	12,329	$962K	0.56%	-1,050	Timeline
VBRVANGUARD INDEX FDS	4,767	$957K	0.56%	+310	Timeline
IVEISHARES TR	4,808	$948K	0.55%	+128	Timeline
MBBISHARES TR	9,850	$944K	0.55%	+2,282	Timeline
PEPPEPSICO INC	5,521	$939K	0.55%	-420	Timeline
VIGIVANGUARD WHITEHALL FDS	10,498	$927K	0.54%	+897	Timeline
MOATVANECK ETF TRUST	9,389	$910K	0.53%	+60	Timeline
DYNFBLACKROCK ETF TRUST	18,105	$896K	0.52%	-495	Timeline
AVGOBROADCOM INC	5,091	$878K	0.51%	+4,552	Timeline
VTIVANGUARD INDEX FDS	3,052	$864K	0.51%	0	Timeline
MLPXGLOBAL X FDS	15,744	$857K	0.5%	+168	Timeline
CMECME GROUP INC	3,782	$834K	0.49%	-117	Timeline
EFVISHARES TR	14,229	$819K	0.48%	+8,316	Timeline
MSMORGAN STANLEY	7,841	$817K	0.48%	+935	Timeline
SGOLETFS GOLD TR	32,150	$808K	0.47%	-780	Timeline
PGPROCTER & GAMBLE CO	4,661	$807K	0.47%	-217	Timeline
UNHUNITEDHEALTH GROUP INC	1,371	$802K	0.47%	-33	Timeline
IWBISHARES TR	2,549	$801K	0.47%	-68	Timeline
MAMASTERCARD INCORPORATED	1,551	$766K	0.45%	-45	Timeline
SHYGISHARES TR	17,622	$765K	0.45%	+8,584	Timeline
LMTLOCKHEED MARTIN CORP	1,299	$759K	0.44%	+45	Timeline
CBCHUBB LIMITED	2,618	$755K	0.44%	-264	Timeline
ISRGINTUITIVE SURGICAL INC	1,536	$755K	0.44%	new	Timeline
PFEPFIZER INC	25,831	$748K	0.44%	-603	Timeline
EFGISHARES TR	6,911	$744K	0.44%	-785	Timeline
SCHGSCHWAB STRATEGIC TR	7,088	$738K	0.43%	+579	Timeline
MOALTRIA GROUP INC	13,978	$713K	0.42%	-169	Timeline
MELIMERCADOLIBRE INC	346	$710K	0.42%	new	Timeline
METAMETA PLATFORMS INC	1,219	$698K	0.41%	+132	Timeline
BANK OF AMER CORPBANK OF AMER CORP	527	$671K	0.39%	-46
ICEINTERCONTINENTAL EXCHANGE IN	4,107	$660K	0.39%	+91	Timeline
UNPUNION PAC CORP	2,671	$658K	0.39%	-231	Timeline
MCOMOODYS CORP	1,378	$654K	0.38%	-114	Timeline
EMXCISHARES INC	10,393	$635K	0.37%	+1,232	Timeline
ABBVABBVIE INC	3,209	$634K	0.37%	+598	Timeline
RSGREPUBLIC SVCS INC	3,155	$634K	0.37%	+130	Timeline
TJXTJX COS INC NEW	5,388	$633K	0.37%	+123	Timeline
TTTRANE TECHNOLOGIES PLC	1,614	$627K	0.37%	+39	Timeline
TXNTEXAS INSTRS INC	2,934	$606K	0.35%	-13	Timeline
VOTVANGUARD INDEX FDS	2,441	$594K	0.35%	+165	Timeline
ITOTISHARES TR	4,490	$564K	0.33%	0	Timeline
XLESELECT SECTOR SPDR TR	6,423	$564K	0.33%	+325	Timeline
WTRGESSENTIAL UTILS INC	14,413	$556K	0.33%	0	Timeline
HIWHIGHWOODS PPTYS INC	16,261	$545K	0.32%	-2,850	Timeline
SCHXSCHWAB STRATEGIC TR	7,930	$538K	0.31%	-66	Timeline
TMUST-MOBILE US INC	2,588	$534K	0.31%	-2	Timeline
LLYELI LILLY & CO	602	$533K	0.31%	+8	Timeline
VRIGINVESCO ACTIVELY MANAGED EXC	21,192	$532K	0.31%	+534	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	10,466	$531K	0.31%	-700	Timeline
DEDEERE & CO	1,256	$524K	0.31%	-201	Timeline
DUKDUKE ENERGY CORP NEW	4,460	$514K	0.3%	-2,831	Timeline
VZVERIZON COMMUNICATIONS INC	11,308	$508K	0.3%	-697	Timeline
TSLATESLA INC	1,937	$507K	0.3%	-1,264	Timeline
BOTZGLOBAL X FDS	15,688	$504K	0.3%	-1,956	Timeline
USFRWISDOMTREE TR	9,965	$500K	0.29%	new	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,490	$500K	0.29%	-1,926	Timeline
DISDISNEY WALT CO	5,199	$500K	0.29%	-7,596	Timeline
SPEMSPDR INDEX SHS FDS	11,986	$495K	0.29%	+448	Timeline
AWKAMERICAN WTR WKS CO INC NEW	3,364	$492K	0.29%	+588	Timeline
KKRKKR & CO INC	3,764	$492K	0.29%	+4	Timeline
XBISPDR SERIES TRUST	4,917	$486K	0.28%	-343	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,613	$480K	0.28%	-111	Timeline
SPDWSPDR INDEX SHS FDS	12,777	$480K	0.28%	-1,662	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	8,032	$476K	0.28%	+270	Timeline
MTBM & T BK CORP	2,656	$473K	0.28%	+374	Timeline
MDTMEDTRONIC PLC	5,186	$467K	0.27%	-1,033	Timeline
SMHVANECK ETF TRUST	1,873	$460K	0.27%	+30	Timeline
CTASCINTAS CORP	2,152	$443K	0.26%	+1,505	Timeline
SCHVSCHWAB STRATEGIC TR	5,498	$442K	0.26%	+23	Timeline
MKLMARKEL GROUP INC	279	$438K	0.26%	-24	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	7,125	$436K	0.25%	+1,363	Timeline
ASMLASML HLDG NV	521	$434K	0.25%	+4	Timeline
IYWISHARES TR	2,812	$426K	0.25%	-13	Timeline
SCHZSCHWAB STRATEGIC TR	8,969	$426K	0.25%	+4,012	Timeline
IEMGISHARES INC	7,377	$424K	0.25%	-2,413	Timeline
TLTISHARES TR	4,298	$422K	0.25%	+921	Timeline
ORCLORACLE CORP	2,441	$416K	0.24%	-234	Timeline
LINLINDE PLC	872	$416K	0.24%	-1	Timeline
SNPSSYNOPSYS INC	809	$410K	0.24%	+22	Timeline
VRTXVERTEX PHARMACEUTICALS INC	880	$409K	0.24%	-19	Timeline
VYMVANGUARD WHITEHALL FDS	3,187	$409K	0.24%	-30	Timeline
SCHDSCHWAB STRATEGIC TR	4,747	$401K	0.23%	new	Timeline
SCHMSCHWAB STRATEGIC TR	4,826	$401K	0.23%	+173	Timeline
ADBEADOBE INC	757	$392K	0.23%	-14	Timeline
KMIKINDER MORGAN INC DEL	17,522	$387K	0.23%	new	Timeline
LQDISHARES TR	3,416	$386K	0.23%	+527	Timeline
MCDMCDONALDS CORP	1,253	$382K	0.22%	-49	Timeline
XLUSELECT SECTOR SPDR TR	4,623	$373K	0.22%	-6,378	Timeline
AMTAMERICAN TOWER CORP	1,570	$365K	0.21%	+30	Timeline
SCHOSCHWAB STRATEGIC TR	7,287	$357K	0.21%	+68	Timeline
CRMSALESFORCE INC	1,298	$355K	0.21%	+1	Timeline
SGOVISHARES TR	3,398	$342K	0.2%	new	Timeline
BINCBLACKROCK ETF TRUST II	6,382	$342K	0.2%	+1,577	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	516	$319K	0.19%	-4	Timeline
IJHISHARES TR	4,987	$311K	0.18%	+17	Timeline
PFXFVANECK ETF TRUST	16,779	$306K	0.18%	-8,166	Timeline
VOOVANGUARD INDEX FDS	576	$304K	0.18%	-3	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	3,688	$296K	0.17%	+34	Timeline
GLDSPDR GOLD TR	1,199	$291K	0.17%	+160	Timeline
CMCSACOMCAST CORP NEW	6,852	$286K	0.17%	-1,778	Timeline
VOEVANGUARD INDEX FDS	1,666	$279K	0.16%	+21	Timeline
CSCOCISCO SYS INC	5,136	$273K	0.16%	-1,315	Timeline
TGTTARGET CORP	1,740	$271K	0.16%	-43	Timeline
QQQINVESCO QQQ TR	542	$264K	0.15%	-10	Timeline
SPTLSPDR SERIES TRUST	8,967	$261K	0.15%	new	Timeline
WMBWILLIAMS COS INC	5,687	$260K	0.15%	-1,119	Timeline
PMPHILIP MORRIS INTL INC	2,107	$256K	0.15%	-82	Timeline
GOOGALPHABET INC	1,516	$253K	0.15%	0	Timeline
ARLPALLIANCE RESOURCE PARTNERS L	10,000	$250K	0.15%	0	Timeline
ABTABBOTT LABORATORIES	2,097	$239K	0.14%	new	Timeline
PHPARKER-HANNIFIN CORP	378	$239K	0.14%	new	Timeline
IWSISHARES TR	1,803	$238K	0.14%	0	Timeline
PBTPERMIAN BASIN RTY TR	20,000	$238K	0.14%	0	Timeline
EOGEOG RES INC	1,934	$238K	0.14%	-317	Timeline
MGKVANGUARD WORLD FD	733	$236K	0.14%	+92	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,802	$235K	0.14%	+188	Timeline
COFCAPITAL ONE FINL CORP	1,556	$233K	0.14%	new	Timeline
EMBISHARES TR	2,446	$229K	0.13%	new	Timeline
XLFSELECT SECTOR SPDR TR	5,028	$228K	0.13%	new	Timeline
SNSRGLOBAL X FDS	6,559	$228K	0.13%	-1,050	Timeline
PFFISHARES TR	6,840	$227K	0.13%	-3,785	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,383	$227K	0.13%	-1,685	Timeline
PBRPETROLEO BRASILEIRO S A	15,620	$225K	0.13%	0	Timeline
QTUMETF SER SOLUTIONS	3,589	$224K	0.13%	-610	Timeline
NOCNORTHROP GRUMMAN CORP	422	$223K	0.13%	new	Timeline
CEFSPROTT ASSET MANAGEMENT LP	9,000	$220K	0.13%	new	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	2,532	$217K	0.13%	new	Timeline
NFLXNETFLIX INC.	302	$214K	0.13%	0	Timeline
BACBANK OF AMER CORP	5,366	$213K	0.12%	new	Timeline
ZTSZOETIS INC	1,080	$211K	0.12%	new	Timeline
NXPINXP SEMICONDUCTORS N V	858	$206K	0.12%	-57	Timeline
PANWPALO ALTO NETWORKS INC	592	$202K	0.12%	-13	Timeline
TAILCAMBRIA ETF TR	10,000	$120K	0.07%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
QQQINVESCO QQQ TR COM	put	2,900	$84.5K	-1,100
SPYSTATE STR SPDR S&P 500 ETF T SHS	call	900	$21.7K	0
SPYSTATE STR SPDR S&P 500 ETF T SHS	put	900	$18.5K	-500
NVDANVIDIA CORPORATION COM	put	400	$9.39K	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CRWDCROWDSTRIKE HLDGS INC	2,033	$779K	shares
EWEDWARDS LIFESCIENCES CORP	6,270	$579K	shares
HONHONEYWELL INTL INC	2,447	$523K	shares
FERGUSON PLCFERGUSON PLC	2,009	$389K	shares
RSPINVESCO EXCHANGE TRADED FD T	2,223	$365K	shares
SHELSHELL PLC	4,432	$320K	shares
INTCINTEL CORP	8,421	$261K	shares
TIPISHARES TR	2,268	$242K	shares
QQQEDIREXION SHARES ETF TRUST	2,395	$213K	shares
MARATHON OIL CORPMARATHON OIL CORP	7,024	$201K	shares
AMDADVANCED MICRO DEVICES INC	1,237	$201K	shares
BANDBANDWIDTH INC	10,081	$170K	shares
IVWISHARES TR	22,000	$16.6K	put
COSTCOSTCO WHOLESALE CORPORATION	200	$2.29K	put

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001994220-24-000027	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC