0001994220-24-000011.txt : 20240510 0001994220-24-000011.hdr.sgml : 20240510 20240510155544 ACCESSION NUMBER: 0001994220-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resurgent Financial Advisors LLC CENTRAL INDEX KEY: 0001912339 ORGANIZATION NAME: IRS NUMBER: 811957455 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22507 FILM NUMBER: 24934577 BUSINESS ADDRESS: STREET 1: 6300 POWERS FERRY ROAD STREET 2: 600-207 CITY: ATLANTA STATE: GA ZIP: 30339 BUSINESS PHONE: 404-445-2929 MAIL ADDRESS: STREET 1: 6300 POWERS FERRY ROAD STREET 2: 600-207 CITY: ATLANTA STATE: GA ZIP: 30339 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001912339 XXXXXXXX 03-31-2024 03-31-2024 Resurgent Financial Advisors LLC
6300 POWERS FERRY ROAD 600-207 ATLANTA GA 30339
13F HOLDINGS REPORT 028-22507 N
Sarah Sutton CCO 901-470-1970 Sarah J Sutton Southaven MS 05-10-2024 0 193 187646707 false
INFORMATION TABLE 2 resurg13fq12024.xml 13F Q1 2024 ISHARES TR CORE S&P MCP ETF 464287507 329158 5419 SH SOLE 0 0 5419 ISHARES TR CORE S&P SCP ETF 464287804 2013044 18214 SH SOLE 0 0 18214 ISHARES TR S&P 500 VAL ETF 464287408 849612 4548 SH SOLE 0 0 4548 ISHARES TR CORE S&P500 ETF 464287200 5701626 10845 SH SOLE 0 0 10845 ISHARES TR S&P 500 GRWT ETF 464287309 596991 7070 SH SOLE 0 0 7070 ISHARES TR RUS 1000 ETF 464287622 753775 2617 SH SOLE 0 0 2617 ISHARES TR RUS 1000 VAL ETF 464287598 6121012 34174 SH SOLE 0 0 34174 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 290200 522 SH SOLE 0 0 522 SPDR S&P 500 ETF TR TR UNIT 78462F103 2613903 4997 SH SOLE 0 0 4997 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2319530 35332 SH SOLE 0 0 35332 ADOBE INC COM 00724F101 341110 676 SH SOLE 0 0 676 AMAZON COM INC COM 023135106 2825112 15662 SH SOLE 0 0 15662 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4377193 10409 SH SOLE 0 0 10409 SYNOPSYS INC COM 871607107 440056 770 SH SOLE 0 0 770 INVESCO QQQ TR UNIT SER 1 46090E103 399439 900 SH SOLE 0 0 900 AMGEN INC COM 031162100 1140123 4010 SH SOLE 0 0 4010 ADVANCED MICRO DEVICES INC COM 007903107 232472 1288 SH SOLE 0 0 1288 BP PLC SPONSORED ADR 055622104 221332 5874 SH SOLE 0 0 5874 ALTRIA GROUP INC COM 02209S103 617790 14163 SH SOLE 0 0 14163 INTEL CORP COM 458140100 403687 9140 SH SOLE 0 0 9140 ORACLE CORP COM 68389X105 334751 2665 SH SOLE 0 0 2665 DISNEY WALT CO COM 254687106 1671114 13657 SH SOLE 0 0 13657 JOHNSON & JOHNSON COM 478160104 2015494 12740 SH SOLE 0 0 12740 MEDTRONIC PLC SHS G5960L103 761256 8735 SH SOLE 0 0 8735 PFIZER INC COM 717081103 1006518 36270 SH SOLE 0 0 36270 ISHARES TR MSCI EAFE ETF 464287465 208816 2615 SH SOLE 0 0 2615 CHEVRON CORP NEW COM 166764100 2612759 16563 SH SOLE 0 0 16563 MOTOROLA SOLUTIONS INC COM NEW 620076307 865441 2438 SH SOLE 0 0 2438 MICROSOFT CORP COM 594918104 9914118 23564 SH SOLE 0 0 23564 TRUIST FINL CORP COM 89832Q109 231720 5945 SH SOLE 0 0 5945 CITIGROUP INC COM NEW 172967424 229977 3636 SH SOLE 0 0 3636 CISCO SYS INC COM 17275R102 391993 7854 SH SOLE 0 0 7854 LOCKHEED MARTIN CORP COM 539830109 555851 1222 SH SOLE 0 0 1222 PEPSICO INC COM 713448108 1096438 6265 SH SOLE 0 0 6265 VERIZON COMMUNICATIONS INC COM 92343V104 570865 13605 SH SOLE 0 0 13605 ISHARES TR U.S. TECH ETF 464287721 336975 2495 SH SOLE 0 0 2495 SELECT SECTOR SPDR TR ENERGY 81369Y506 1498799 15875 SH SOLE 0 0 15875 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 300038 2031 SH SOLE 0 0 2031 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6019274 32962 SH SOLE 0 0 32962 DEERE & CO COM 244199105 741386 1805 SH SOLE 0 0 1805 EXXON MOBIL CORP COM 30231G102 2061739 17737 SH SOLE 0 0 17737 WALMART INC COM 931142103 1676289 27859 SH SOLE 0 0 27859 UNION PAC CORP COM 907818108 1047170 4258 SH SOLE 0 0 4258 TEXAS INSTRS INC COM 882508104 573847 3294 SH SOLE 0 0 3294 TARGET CORP COM 87612E106 351053 1981 SH SOLE 0 0 1981 COSTCO WHSL CORP NEW COM 22160K105 1004436 1371 SH SOLE 0 0 1371 ELI LILLY & CO COM 532457108 513489 660 SH SOLE 0 0 660 CVS HEALTH CORP COM 126650100 346079 4339 SH SOLE 0 0 4339 DANAHER CORPORATION COM 235851102 1052070 4213 SH SOLE 0 0 4213 MERCK & CO INC COM 58933Y105 1711920 12974 SH SOLE 0 0 12974 MORGAN STANLEY COM NEW 617446448 672773 7145 SH SOLE 0 0 7145 PROCTER AND GAMBLE CO COM 742718109 829747 5114 SH SOLE 0 0 5114 GOLDMAN SACHS GROUP INC COM 38141G104 218452 523 SH SOLE 0 0 523 HOME DEPOT INC COM 437076102 3111601 8112 SH SOLE 0 0 8112 TRANE TECHNOLOGIES PLC SHS G8994E103 472815 1575 SH SOLE 0 0 1575 MCDONALDS CORP COM 580135101 372119 1320 SH SOLE 0 0 1320 JPMORGAN CHASE & CO COM 46625H100 4212510 21031 SH SOLE 0 0 21031 TJX COS INC NEW COM 872540109 534179 5267 SH SOLE 0 0 5267 MONDELEZ INTL INC CL A 609207105 1826020 26086 SH SOLE 0 0 26086 WILLIAMS COS INC COM 969457100 358783 9206 SH SOLE 0 0 9206 ISHARES TR 20 YR TR BD ETF 464287432 354636 3748 SH SOLE 0 0 3748 ISHARES TR IBOXX INV CP ETF 464287242 313363 2877 SH SOLE 0 0 2877 UNITEDHEALTH GROUP INC COM 91324P102 675760 1366 SH SOLE 0 0 1366 AMERICAN TOWER CORP NEW COM 03027X100 307252 1555 SH SOLE 0 0 1555 CROWN CASTLE INC COM 22822V101 1111215 10500 SH SOLE 0 0 10500 COMCAST CORP NEW CL A 20030N101 411435 9491 SH SOLE 0 0 9491 VANGUARD INDEX FDS TOTAL STK MKT 922908769 828961 3190 SH SOLE 0 0 3190 NEXTERA ENERGY INC COM 65339F101 925801 14486 SH SOLE 0 0 14486 DUKE ENERGY CORP NEW COM NEW 26441C204 1030157 10653 SH SOLE 0 0 10653 CONOCOPHILLIPS COM 20825C104 2387136 18755 SH SOLE 0 0 18755 APPLE INC COM 037833100 6967433 40631 SH SOLE 0 0 40631 AMERICAN WTR WKS CO INC NEW COM 030420103 209712 1716 SH SOLE 0 0 1716 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 828937 4895 SH SOLE 0 0 4895 CHUBB LIMITED COM H1467J104 765988 2956 SH SOLE 0 0 2956 DEVON ENERGY CORP NEW COM 25179M103 319173 6361 SH SOLE 0 0 6361 HECLA MNG CO COM 422704106 48100 10000 SH SOLE 0 0 10000 PERMIAN BASIN RTY TR UNIT BEN INT 714236106 580800 48000 SH SOLE 0 0 48000 EDWARDS LIFESCIENCES CORP COM 28176E108 595530 6232 SH SOLE 0 0 6232 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 218537 2532 SH SOLE 0 0 2532 EOG RES INC COM 26875P101 287256 2247 SH SOLE 0 0 2247 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 831575 3697 SH SOLE 0 0 3697 TEXAS PACIFIC LAND CORPORATI COM 88262P102 1581068 2733 SH SOLE 0 0 2733 IAMGOLD CORP COM 450913108 33300 10000 SH SOLE 0 0 10000 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 366120 18000 SH SOLE 0 0 18000 CME GROUP INC COM 12572Q105 887210 4121 SH SOLE 0 0 4121 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 200500 10000 SH SOLE 0 0 10000 ISHARES TR CORE US AGGBD ET 464287226 1127710 11514 SH SOLE 0 0 11514 AIR PRODS & CHEMS INC COM 009158106 414524 1711 SH SOLE 0 0 1711 ESSENTIAL UTILS INC COM 29670G102 534002 14413 SH SOLE 0 0 14413 NVIDIA CORPORATION COM 67066G104 3259957 3608 SH SOLE 0 0 3608 VERTEX PHARMACEUTICALS INC COM 92532F100 417592 999 SH SOLE 0 0 999 FREEPORT-MCMORAN INC CL B 35671D857 1063451 22617 SH SOLE 0 0 22617 EATON CORP PLC SHS G29183103 2413264 7718 SH SOLE 0 0 7718 MOODYS CORP COM 615369105 450805 1147 SH SOLE 0 0 1147 NOVO-NORDISK A S ADR 670100205 203771 1587 SH SOLE 0 0 1587 NUVEEN PFD & INCOME OPPORTUN COM 67073B106 98698 13728 SH SOLE 0 0 13728 MICROCHIP TECHNOLOGY INC. COM 595017104 327800 3654 SH SOLE 0 0 3654 CINTAS CORP COM 172908105 451379 657 SH SOLE 0 0 657 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 237580 15620 SH SOLE 0 0 15620 ALPHABET INC CAP STK CL A 02079K305 2981925 19757 SH SOLE 0 0 19757 SPDR GOLD TR GOLD SHS 78463V107 368033 1789 SH SOLE 0 0 1789 RIO TINTO PLC SPONSORED ADR 767204100 245463 3851 SH SOLE 0 0 3851 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1818467 9477 SH SOLE 0 0 9477 SHELL PLC SPON ADS 780259305 1010638 15075 SH SOLE 0 0 15075 MARKEL GROUP INC COM 570535104 418407 275 SH SOLE 0 0 275 REPUBLIC SVCS INC COM 760759100 660851 3452 SH SOLE 0 0 3452 QUANTA SVCS INC COM 74762E102 1245741 4795 SH SOLE 0 0 4795 INTERCONTINENTAL EXCHANGE IN COM 45866F104 468636 3410 SH SOLE 0 0 3410 ASML HOLDING N V N Y REGISTRY SHS N07059210 598780 617 SH SOLE 0 0 617 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 2039691 33759 SH SOLE 0 0 33759 THERMO FISHER SCIENTIFIC INC COM 883556102 272587 469 SH SOLE 0 0 469 ISHARES TR EAFE VALUE ETF 464288877 726512 13355 SH SOLE 0 0 13355 ISHARES TR EAFE GRWTH ETF 464288885 534207 5147 SH SOLE 0 0 5147 SALESFORCE INC COM 79466L302 368343 1223 SH SOLE 0 0 1223 M & T BK CORP COM 55261F104 369563 2541 SH SOLE 0 0 2541 SPDR SER TR S&P BIOTECH 78464A870 439439 4632 SH SOLE 0 0 4632 HESS CORP COM 42809H107 462041 3027 SH SOLE 0 0 3027 MASTERCARD INCORPORATED CL A 57636Q104 772920 1605 SH SOLE 0 0 1605 WISDOMTREE TR US LARGECAP DIVD 97717W307 3425784 47456 SH SOLE 0 0 47456 WISDOMTREE TR US MIDCAP DIVID 97717W505 2545105 52186 SH SOLE 0 0 52186 ISHARES TR CORE S&P TTL STK 464287150 517697 4490 SH SOLE 0 0 4490 HIGHWOODS PPTYS INC COM 431284108 1161382 44362 SH SOLE 0 0 44362 STOCK YDS BANCORP INC COM 861025104 1336612 27328 SH SOLE 0 0 27328 ISHARES TR SHORT TREAS BD 464288679 201514 1823 SH SOLE 0 0 1823 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1006979 27824 SH SOLE 0 0 27824 ISHARES TR MBS ETF 464288588 635480 6876 SH SOLE 0 0 6876 ISHARES TR PFD AND INCM SEC 464288687 680724 21120 SH SOLE 0 0 21120 INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 206249 4559 SH SOLE 0 0 4559 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 717107 5927 SH SOLE 0 0 5927 BANK AMERICA CORP 7.25%CNV PFD L 060505682 1363248 1142 SH SOLE 0 0 1142 VISA INC COM CL A 92826C839 1660523 5950 SH SOLE 0 0 5950 PHILIP MORRIS INTL INC COM 718172109 205962 2248 SH SOLE 0 0 2248 CELSIUS HLDGS INC COM NEW 15118V207 574387 6927 SH SOLE 0 0 6927 SPDR SER TR PORTFOLIO S&P500 78464A854 2092510 34008 SH SOLE 0 0 34008 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 536561 14971 SH SOLE 0 0 14971 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 209970 2608 SH SOLE 0 0 2608 BROADCOM INC COM 11135F101 681261 514 SH SOLE 0 0 514 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 638283 30051 SH SOLE 0 0 30051 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 504424 8128 SH SOLE 0 0 8128 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 808247 8717 SH SOLE 0 0 8717 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1091536 14366 SH SOLE 0 0 14366 PROSHARES TR ULTRAPRO SHT QQQ 74347G432 207116 19764 SH SOLE 0 0 19764 TESLA INC COM 88160R101 925886 5267 SH SOLE 0 0 5267 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 712308 14776 SH SOLE 0 0 14776 NXP SEMICONDUCTORS N V COM N6596X109 232656 939 SH SOLE 0 0 939 KKR & CO INC COM 48251W104 377879 3757 SH SOLE 0 0 3757 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 611200 7506 SH SOLE 0 0 7506 ISHARES TR CORE HIGH DV ETF 46429B663 264945 2404 SH SOLE 0 0 2404 MARATHON PETE CORP COM 56585A102 2005530 9953 SH SOLE 0 0 9953 PHILLIPS 66 COM 718546104 308876 1891 SH SOLE 0 0 1891 META PLATFORMS INC CL A 30303M102 202972 418 SH SOLE 0 0 418 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 209620 2350 SH SOLE 0 0 2350 VANECK ETF TRUST PREFERRED SECURT 92189F429 943254 53322 SH SOLE 0 0 53322 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 1677404 18658 SH SOLE 0 0 18658 ISHARES INC CORE MSCI EMKT 46434G103 433182 8395 SH SOLE 0 0 8395 ISHARES TR CORE MSCI EAFE 46432F842 1066839 14374 SH SOLE 0 0 14374 ABBVIE INC COM 00287Y109 465083 2554 SH SOLE 0 0 2554 T-MOBILE US INC COM 872590104 428779 2627 SH SOLE 0 0 2627 IQVIA HLDGS INC COM 46266C105 394256 1559 SH SOLE 0 0 1559 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 575339 11744 SH SOLE 0 0 11744 ISHARES TR MSCI USA QLT FCT 46432F339 843116 5130 SH SOLE 0 0 5130 ISHARES TR 0-5YR HI YL CP 46434V407 806350 18951 SH SOLE 0 0 18951 ISHARES TR TRS FLT RT BD 46434V860 271749 5361 SH SOLE 0 0 5361 ALPHABET INC CAP STK CL C 02079K107 233567 1534 SH SOLE 0 0 1534 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 636816 26790 SH SOLE 0 0 26790 ISHARES TR CORE TOTAL USD 46434V613 1686192 36986 SH SOLE 0 0 36986 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 340878 6045 SH SOLE 0 0 6045 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1438416 17642 SH SOLE 0 0 17642 GLOBAL X FDS INTERNET OF THNG 37954Y780 226582 6254 SH SOLE 0 0 6254 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 439010 13801 SH SOLE 0 0 13801 PACER FDS TR US CASH COWS 100 69374H881 829869 14281 SH SOLE 0 0 14281 INVESCO ACTIVELY MANAGED ETF VAR RATE INVT 46090A879 528019 21045 SH SOLE 0 0 21045 ISHARES TR ESG AWR MSCI USA 46435G425 228196 1985 SH SOLE 0 0 1985 CAMBRIA ETF TR TAIL RISK 132061862 242400 20000 SH SOLE 0 0 20000 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 486413 9641 SH SOLE 0 0 9641 FERGUSON PLC NEW SHS G3421J106 488628 2237 SH SOLE 0 0 2237 BANDWIDTH INC COM CL A 05988J103 216198 11840 SH SOLE 0 0 11840 ISHARES INC MSCI EMRG CHN 46434G764 381689 6630 SH SOLE 0 0 6630 ISHARES TR US INFRASTRUC 46435U713 217711 5021 SH SOLE 0 0 5021 ETF SER SOLUTIONS DEFIANCE QUANT 26922A420 201171 3278 SH SOLE 0 0 3278 LINDE PLC SHS G54950103 396994 855 SH SOLE 0 0 855 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 371228 8361 SH SOLE 0 0 8361 CROWDSTRIKE HLDGS INC CL A 22788C105 498196 1554 SH SOLE 0 0 1554 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1248485 6834 SH SOLE 0 0 6834 LISTED FD TR SWAN HEDGED EQTY 53656F599 252832 12196 SH SOLE 0 0 12196 NUSCALE PWR CORP CL A COM 67079K100 78588 14800 SH SOLE 0 0 14800 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1164845 21476 SH SOLE 0 0 21476 SPDR S&P 500 ETF TR TR UNIT 78462F103 43756 900 SH Call SOLE 0 0 900 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 231548 4137 SH SOLE 0 0 4137 SPDR S&P 500 ETF TR TR UNIT 78462F103 25670 5900 SH Put SOLE 0 0 5900 INVESCO QQQ TR UNIT SER 1 46090E103 140894 13800 SH Put SOLE 0 0 13800 ISHARES BITCOIN TR SHS 46438F101 833925 20606 SH SOLE 0 0 20606 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4536 1600 SH Put SOLE 0 0 1600