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
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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
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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