Resurgent Financial Advisors LLC

13F filer, CIK 1912339, ATLANTA, GA

Resurgent Financial Advisors LLC reported $169,946,387 across 179 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 30.65% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-001342

Period: 2024-12-31
Reported value: $170M
Holdings: 179
Top 10 weight: 30.65%
New: 10
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Badded	+1,910	$866K
VBnew	+2,660	$639K
SCHGadded	+20,161	$562K
SCHZadded	+23,118	$525K
ORCLadded	+2,877	$479K

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
SYBTreduced	-21,381	-$1.53M
CCIexited	-9,102	-$1.08M
IWBexited	-2,549	-$801K
MELIexited	-346	-$710K
IEFAreduced	-8,084	-$568K

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, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-001342, largest first. % of portfolio is the value over $169,811,930, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	38,551	$9.65M	5.69%	-1,076	Timeline
MSFTMICROSOFT CORP	21,820	$9.2M	5.42%	-618	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	11,521	$5.22M	3.08%	+1,910	Timeline
JPMJPMORGAN CHASE & CO	19,918	$4.77M	2.81%	-617	Timeline
NVDANVIDIA CORPORATION	34,112	$4.58M	2.7%	-1,395	Timeline
VIGVANGUARD SPECIALIZED FUNDS	20,780	$4.07M	2.4%	+438	Timeline
IWDISHARES TR	21,535	$3.99M	2.35%	-280	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,680	$3.91M	2.31%	+682	Timeline
AMZNAMAZON COM INC	15,186	$3.33M	1.96%	-652	Timeline
GOOGLALPHABET INC	17,475	$3.31M	1.95%	+207	Timeline
IVVISHARES TR	5,394	$3.18M	1.87%	-164	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	2,733	$3.02M	1.78%	0	Timeline
HDHOME DEPOT INC	7,349	$2.86M	1.68%	-129	Timeline
ETNEATON CORP PLC	6,785	$2.25M	1.33%	-186	Timeline
WMTWALMART INC	23,991	$2.17M	1.28%	-1,504	Timeline
COPCONOCOPHILLIPS	21,633	$2.15M	1.26%	+367	Timeline
IUSBISHARES TR	47,303	$2.14M	1.26%	-1,297	Timeline
JNJJOHNSON & JOHNSON	13,182	$1.91M	1.12%	-115	Timeline
XOMEXXON MOBIL CORP	17,071	$1.84M	1.08%	-4,531	Timeline
IBITISHARES BITCOIN TRUST ETF	33,883	$1.8M	1.06%	-341	Timeline
SPYMSPDR SERIES TRUST	25,433	$1.75M	1.03%	+6,518	Timeline
DLNWISDOMTREE TR	22,225	$1.73M	1.02%	-871	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	25,407	$1.7M	1%	-50	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	28,335	$1.6M	0.94%	+4,987	Timeline
QUALISHARES TR	8,768	$1.56M	0.92%	+1,080	Timeline
IVWISHARES TR	15,017	$1.52M	0.9%	-1,476	Timeline
DONWISDOMTREE TR	29,293	$1.49M	0.88%	+660	Timeline
CVXCHEVRON CORPORATION	10,169	$1.47M	0.87%	-257	Timeline
PWRQUANTA SVCS INC	4,569	$1.44M	0.85%	-204	Timeline
IJRISHARES TR	12,432	$1.43M	0.84%	-1,205	Timeline
VVISA INC	4,504	$1.42M	0.84%	-153	Timeline
DHRDANAHER CORP DEL	5,482	$1.26M	0.74%	-724	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,334	$1.22M	0.72%	+33	Timeline
MPCMARATHON PETE CORP	8,762	$1.22M	0.72%	-339	Timeline
AVGOBROADCOM INC	4,985	$1.16M	0.68%	-106	Timeline
NEENEXTERA ENERGY INC	15,677	$1.12M	0.66%	-82	Timeline
MBBISHARES TR	11,989	$1.1M	0.65%	+2,139	Timeline
MDLZMONDELEZ INTL INC	18,268	$1.09M	0.64%	-2,724	Timeline
DYNFBLACKROCK ETF TRUST	21,044	$1.08M	0.64%	+2,939	Timeline
ISRGINTUITIVE SURGICAL INC	2,053	$1.07M	0.63%	+517	Timeline
MSIMOTOROLA SOLUTIONS INC	2,290	$1.06M	0.62%	+38	Timeline
MLPXGLOBAL X FDS	17,449	$1.06M	0.62%	+1,705	Timeline
VBRVANGUARD INDEX FDS	4,983	$987K	0.58%	+216	Timeline
MRKMERCK & CO INC	9,787	$974K	0.57%	-1,302	Timeline
MSMORGAN STANLEY	7,654	$962K	0.57%	-187	Timeline
EFVISHARES TR	18,176	$954K	0.56%	+3,947	Timeline
SHYGISHARES TR	22,348	$952K	0.56%	+4,726	Timeline
AMGNAMGEN INC	3,648	$951K	0.56%	-162	Timeline
EFGISHARES TR	9,810	$950K	0.56%	+2,899	Timeline
VIGIVANGUARD WHITEHALL FDS	11,874	$950K	0.56%	+1,376	Timeline
FCXFREEPORT MCMORAN INC	24,785	$944K	0.56%	+207	Timeline
CMECME GROUP INC	3,981	$925K	0.54%	+199	Timeline
COWZPACER FDS TR	16,262	$918K	0.54%	-518	Timeline
ORCLORACLE CORP	5,318	$886K	0.52%	+2,877	Timeline
VTIVANGUARD INDEX FDS	3,027	$877K	0.52%	-25	Timeline
MAMASTERCARD INCORPORATED	1,615	$850K	0.5%	+64	Timeline
MCOMOODYS CORP	1,782	$844K	0.5%	+404	Timeline
PGPROCTER & GAMBLE CO	4,880	$818K	0.48%	+219	Timeline
METAMETA PLATFORMS INC	1,389	$813K	0.48%	+170	Timeline
SGOLETFS GOLD TR	31,580	$791K	0.47%	-570	Timeline
MOATVANECK ETF TRUST	8,515	$790K	0.46%	-874	Timeline
SCHGSCHWAB STRATEGIC TR	27,249	$759K	0.45%	+20,161	Timeline
IVEISHARES TR	3,895	$743K	0.44%	-913	Timeline
MOALTRIA GROUP INC	13,992	$732K	0.43%	+14	Timeline
SCHZSCHWAB STRATEGIC TR	32,087	$728K	0.43%	+23,118	Timeline
KMIKINDER MORGAN INC DEL	25,982	$712K	0.42%	+8,460	Timeline
CBCHUBB LIMITED	2,573	$711K	0.42%	-45	Timeline
PFEPFIZER INC	25,139	$667K	0.39%	-692	Timeline
LMTLOCKHEED MARTIN CORP	1,365	$663K	0.39%	+66	Timeline
USFRWISDOMTREE TR	13,159	$662K	0.39%	+3,194	Timeline
EMXCISHARES INC	11,941	$662K	0.39%	+1,548	Timeline
TJXTJX COS INC NEW	5,467	$660K	0.39%	+79	Timeline
UNHUNITEDHEALTH GROUP INC	1,304	$660K	0.39%	-67	Timeline
BANK OF AMER CORPBANK OF AMER CORP	529	$644K	0.38%	+2
MKLMARKEL GROUP INC	371	$640K	0.38%	+92	Timeline
VBVANGUARD INDEX FDS	2,660	$639K	0.38%	new	Timeline
VRIGINVESCO ACTIVELY MANAGED EXC	25,283	$635K	0.37%	+4,091	Timeline
VOTVANGUARD INDEX FDS	2,456	$623K	0.37%	+15	Timeline
RSGREPUBLIC SVCS INC	3,079	$619K	0.36%	-76	Timeline
TXNTEXAS INSTRS INC	3,271	$613K	0.36%	+337	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	12,162	$613K	0.36%	+1,696	Timeline
TSLATESLA INC	1,489	$601K	0.35%	-448	Timeline
TTTRANE TECHNOLOGIES PLC	1,617	$597K	0.35%	+3	Timeline
DISDISNEY WALT CO	5,321	$592K	0.35%	+122	Timeline
UNPUNION PAC CORP	2,569	$586K	0.34%	-102	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	3,928	$585K	0.34%	-179	Timeline
ABBVABBVIE INC	3,251	$578K	0.34%	+42	Timeline
ITOTISHARES TR	4,490	$578K	0.34%	0	Timeline
TMUST-MOBILE US INC	2,584	$570K	0.34%	-4	Timeline
KKRKKR & CO INC	3,773	$558K	0.33%	+9	Timeline
SCHXSCHWAB STRATEGIC TR	23,790	$551K	0.32%	+15,860	Timeline
MTBM & T BK CORP	2,867	$539K	0.32%	+211	Timeline
LLYELI LILLY & CO	698	$539K	0.32%	+96	Timeline
DEDEERE & CO	1,262	$535K	0.31%	+6	Timeline
AGGISHARES TR	5,416	$525K	0.31%	-5,486	Timeline
WTRGESSENTIAL UTILS INC	14,413	$523K	0.31%	0	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,443	$514K	0.3%	-47	Timeline
XLESELECT SECTOR SPDR TR	5,945	$509K	0.3%	-478	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	7,946	$504K	0.3%	-86	Timeline
BINCBLACKROCK ETF TRUST II	9,648	$502K	0.3%	+3,266	Timeline
BOTZGLOBAL X FDS	15,600	$498K	0.29%	-88	Timeline
HIWHIGHWOODS PPTYS INC	15,461	$473K	0.28%	-800	Timeline
SPEMSPDR INDEX SHS FDS	12,214	$469K	0.28%	+228	Timeline
AWKAMERICAN WTR WKS CO INC NEW	3,659	$456K	0.27%	+295	Timeline
CLCOLGATE PALMOLIVE CO	4,991	$454K	0.27%	new	Timeline
IYWISHARES TR	2,809	$448K	0.26%	-3	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,534	$445K	0.26%	-79	Timeline
SMHVANECK ETF TRUST	1,824	$442K	0.26%	-49	Timeline
SCHOSCHWAB STRATEGIC TR	18,242	$439K	0.26%	+10,955	Timeline
SPDWSPDR INDEX SHS FDS	12,803	$437K	0.26%	+26	Timeline
CRMSALESFORCE INC	1,290	$431K	0.25%	-8	Timeline
SCHVSCHWAB STRATEGIC TR	16,391	$427K	0.25%	+10,893	Timeline
SYBTSTOCK YDS BANCORP INC	5,947	$426K	0.25%	-21,381	Timeline
PEPPEPSICO INC	2,708	$412K	0.24%	-2,813	Timeline
SPGSIMON PPTY GROUP INC NEW	2,377	$409K	0.24%	new	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	6,596	$409K	0.24%	-529	Timeline
MDTMEDTRONIC PLC	5,113	$408K	0.24%	-73	Timeline
SCHMSCHWAB STRATEGIC TR	14,353	$398K	0.23%	+9,527	Timeline
CTASCINTAS CORP	2,155	$394K	0.23%	+3	Timeline
VZVERIZON COMMUNICATIONS INC	9,831	$393K	0.23%	-1,477	Timeline
SNPSSYNOPSYS INC	810	$393K	0.23%	+1	Timeline
TOLLTEMA ETF TRUST	12,281	$390K	0.23%	new	Timeline
GLDSPDR GOLD TR	1,599	$387K	0.23%	+400	Timeline
VYMVANGUARD WHITEHALL FDS	3,012	$384K	0.23%	-175	Timeline
ADBEADOBE INC	860	$382K	0.23%	+103	Timeline
DUKDUKE ENERGY CORP NEW	3,526	$380K	0.22%	-934	Timeline
LQDISHARES TR	3,415	$365K	0.21%	-1	Timeline
MCDMCDONALDS CORP	1,257	$364K	0.21%	+4	Timeline
LINLINDE PLC	867	$363K	0.21%	-5	Timeline
IEMGISHARES INC	6,607	$345K	0.2%	-770	Timeline
TLTISHARES TR	3,939	$344K	0.2%	-359	Timeline
SCHDSCHWAB STRATEGIC TR	12,478	$341K	0.2%	+7,731	Timeline
XLFSELECT SECTOR SPDR TR	6,817	$329K	0.19%	+1,789	Timeline
ASMLASML HLDG NV	468	$324K	0.19%	-53	Timeline
IJHISHARES TR	5,042	$314K	0.19%	+55	Timeline
VOOVANGUARD INDEX FDS	576	$310K	0.18%	0	Timeline
PYLDPIMCO ETF TR	11,788	$306K	0.18%	new	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,314	$301K	0.18%	+931	Timeline
IEFAISHARES TR	4,245	$298K	0.18%	-8,084	Timeline
XLUSELECT SECTOR SPDR TR	3,784	$286K	0.17%	-839	Timeline
AMTAMERICAN TOWER CORP	1,554	$285K	0.17%	-16	Timeline
CSCOCISCO SYS INC	4,773	$283K	0.17%	-363	Timeline
COFCAPITAL ONE FINL CORP	1,560	$278K	0.16%	+4	Timeline
QQQINVESCO QQQ TR	543	$278K	0.16%	+1	Timeline
VOEVANGUARD INDEX FDS	1,699	$275K	0.16%	+33	Timeline
NFLXNETFLIX INC.	302	$269K	0.16%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	513	$267K	0.16%	-3	Timeline
GOOGALPHABET INC	1,398	$266K	0.16%	-118	Timeline
QTUMETF SER SOLUTIONS	3,264	$265K	0.16%	-325	Timeline
ARLPALLIANCE RESOURCE PARTNERS L	10,000	$263K	0.15%	0	Timeline
PMPHILIP MORRIS INTL INC	2,112	$254K	0.15%	+5	Timeline
CMCSACOMCAST CORP NEW	6,668	$250K	0.15%	-184	Timeline
MGKVANGUARD WORLD FD	728	$250K	0.15%	-5	Timeline
WMBWILLIAMS COS INC	4,500	$244K	0.14%	-1,187	Timeline
PHPARKER-HANNIFIN CORP	378	$240K	0.14%	0	Timeline
BACBANK OF AMER CORP	5,433	$239K	0.14%	+67	Timeline
VRTXVERTEX PHARMACEUTICALS INC	586	$236K	0.14%	-294	Timeline
PFXFVANECK ETF TRUST	13,662	$236K	0.14%	-3,117	Timeline
CRWDCROWDSTRIKE HLDGS INC	688	$235K	0.14%	new	Timeline
XBISPDR SERIES TRUST	2,595	$234K	0.14%	-2,322	Timeline
IWSISHARES TR	1,803	$233K	0.14%	0	Timeline
EOGEOG RES INC	1,889	$232K	0.14%	-45	Timeline
ABTABBOTT LABORATORIES	2,037	$230K	0.14%	-60	Timeline
TGTTARGET CORP	1,694	$229K	0.13%	-46	Timeline
PBTPERMIAN BASIN RTY TR	20,000	$222K	0.13%	0	Timeline
TAT&T INC	9,662	$220K	0.13%	new	Timeline
PAUGINNOVATOR ETFS TRUST	5,638	$217K	0.13%	new	Timeline
SPMOINVESCO EXCH TRADED FD TR II	2,275	$216K	0.13%	new	Timeline
CEFSPROTT ASSET MANAGEMENT LP	9,000	$214K	0.13%	0	Timeline
PANWPALO ALTO NETWORKS INC	1,169	$213K	0.13%	+577	Timeline
NOCNORTHROP GRUMMAN CORP	451	$212K	0.12%	+29	Timeline
SNSRGLOBAL X FDS	6,056	$211K	0.12%	-503	Timeline
IGSBISHARES TR	3,966	$205K	0.12%	new	Timeline
PBRPETROLEO BRASILEIRO S A	15,620	$201K	0.12%	0	Timeline
TAILCAMBRIA ETF TR	10,000	$112K	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	3,600	$69.7K	+700
SPYSTATE STR SPDR S&P 500 ETF T SHS	put	900	$39.8K	0
SPYSTATE STR SPDR S&P 500 ETF T SHS	call	900	$19K	0
NVDANVIDIA CORPORATION COM	put	400	$5.93K	0

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
CCICROWN CASTLE INC	9,102	$1.08M	shares
IWBISHARES TR	2,549	$801K	shares
MELIMERCADOLIBRE INC	346	$710K	shares
SGOVISHARES TR	3,398	$342K	shares
MCHPMICROCHIP TECHNOLOGY INC.	3,688	$296K	shares
SPTLSPDR SERIES TRUST	8,967	$261K	shares
VCITVANGUARD SCOTTSDALE FDS	2,802	$235K	shares
EMBISHARES TR	2,446	$229K	shares
PFFISHARES TR	6,840	$227K	shares
PFGPRINCIPAL FINANCIAL GROUP IN	2,532	$217K	shares
ZTSZOETIS INC	1,080	$211K	shares
NXPINXP SEMICONDUCTORS N V	858	$206K	shares

How Q4 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 0001085146-25-001342	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC