HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
42,940 | -14 | $8,329 |
| AAPL | 42,940 | -14 | $8,329 |
| MICROSOFT CORP |
23,435 | -2,358 | $7,981 |
| MSFT | 23,435 | -2,358 | $7,981 |
| ISHARES TR (IVV) |
8,211 | -1,370 | $3,660 |
| IVV | 8,211 | -1,370 | $3,660 |
| ISHARES TR (IWD) |
19,557 | +1,010 | $3,087 |
| IWD | 19,557 | +1,010 | $3,087 |
| JPMORGAN CHASE & CO |
20,819 | +342 | $3,028 |
| JPM | 20,819 | +342 | $3,028 |
 BERKSHIRE HATHAWAY INC DEL |
$2,973 | ||
| BRK.B | 8,719 | -16 | $2,973 |
| HOME DEPOT INC |
9,146 | -104 | $2,841 |
| HD | 9,146 | -104 | $2,841 |
| CHEVRON CORP NEW |
16,447 | +179 | $2,588 |
| CVX | 16,447 | +179 | $2,588 |
| AMAZON COM INC |
18,547 | -642 | $2,418 |
| AMZN | 18,547 | -642 | $2,418 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
14,723 | +1,567 | $2,391 |
| VIG | 14,723 | +1,567 | $2,391 |
| JOHNSON & JOHNSON |
12,977 | +230 | $2,148 |
| JNJ | 12,977 | +230 | $2,148 |
| EATON CORP PLC |
9,920 | -19 | $1,995 |
| ETN | 9,920 | -19 | $1,995 |
| ALPHABET INC |
16,612 | -1,323 | $1,988 |
| GOOGL | 16,612 | -1,323 | $1,988 |
| INVESCO QQQ TR |
$1,945 | ||
| QQQ | 6,167 | -3,570 | $2,278 |
| Put | 5,200 | -3,100 | $333 |
| MONDELEZ INTL INC |
26,425 | -666 | $1,927 |
| MDLZ | 26,425 | -666 | $1,927 |
| CONOCOPHILLIPS |
17,647 | +1,131 | $1,828 |
| COP | 17,647 | +1,131 | $1,828 |
| SPDR S&P 500 ETF TR (SPY) |
$1,689 | ||
| SPY | 4,073 | -4,014 | $1,806 |
| Put | 3,400 | -1,900 | $160 |
| Call | 1,000 | UNCH | $43 |
| MERCK & CO INC |
13,656 | +409 | $1,576 |
| MRK | 13,656 | +409 | $1,576 |
| CISCO SYS INC |
30,431 | +1,054 | $1,574 |
| CSCO | 30,431 | +1,054 | $1,574 |
| WISDOMTREE TR |
24,537 | +384 | $1,561 |
| DLN | 24,537 | +384 | $1,561 |
| WALMART INC |
9,263 | +478 | $1,456 |
| WMT | 9,263 | +478 | $1,456 |
| EXXON MOBIL CORP |
13,296 | -136 | $1,426 |
| XOM | 13,296 | -136 | $1,426 |
| NEXTERA ENERGY INC |
17,629 | -1,138 | $1,308 |
| NEE | 17,629 | -1,138 | $1,308 |
| PEPSICO INC |
6,994 | -24 | $1,295 |
| PEP | 6,994 | -24 | $1,295 |
| NVIDIA CORPORATION |
3,052 | -1,242 | $1,291 |
| NVDA | 3,052 | -1,242 | $1,291 |
| MARATHON PETE CORP |
10,980 | -23 | $1,280 |
| MPC | 10,980 | -23 | $1,280 |
| VANGUARD INDEX FDS (VBR) |
7,656 | +642 | $1,266 |
| VBR | 7,656 | +642 | $1,266 |
| STOCK YDS BANCORP INC |
27,328 | UNCH | $1,240 |
| SYBT | 27,328 | UNCH | $1,240 |
| TEXAS PACIFIC LAND CORPORATI |
911 | UNCH | $1,199 |
| TPL | 911 | UNCH | $1,199 |
| PERMIAN BASIN RTY TR |
48,000 | UNCH | $1,197 |
| PBT | 48,000 | UNCH | $1,197 |
| PFIZER INC |
31,658 | -279 | $1,161 |
| PFE | 31,658 | -279 | $1,161 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
7,326 | -1,120 | $1,113 |
| QQQM | 7,326 | -1,120 | $1,113 |
| ISHARES TR (IJR) |
$1,085 | ||
| IJR | 11,028 | +4,988 | $1,099 |
| Put | 3,000 | UNCH | $14 |
| VISA INC |
$1,068 | ||
| V | 4,519 | -105 | $1,073 |
| Put | 600 | +600 | $5 |
| ISHARES TR (IUSB) |
22,251 | +1,879 | $1,012 |
| IUSB | 22,251 | +1,879 | $1,012 |
| DANAHER CORPORATION |
4,199 | -354 | $1,008 |
| DHR | 4,199 | -354 | $1,008 |
| QUANTA SVCS INC |
4,898 | -627 | $962 |
| PWR | 4,898 | -627 | $962 |
| WISDOMTREE TR |
22,411 | -243 | $942 |
| DON | 22,411 | -243 | $942 |
| AIR PRODS & CHEMS INC |
3,124 | +1,132 | $936 |
| APD | 3,124 | +1,132 | $936 |
| COMCAST CORP NEW |
22,313 | +8,080 | $927 |
| CMCSA | 22,313 | +8,080 | $927 |
| VANECK ETF TRUST (MOAT) |
10,865 | +990 | $867 |
| MOAT | 10,865 | +990 | $867 |
| TEXAS INSTRS INC |
4,692 | +281 | $845 |
| TXN | 4,692 | +281 | $845 |
| PROCTER AND GAMBLE CO |
5,518 | -53 | $837 |
| PG | 5,518 | -53 | $837 |
| VANGUARD INDEX FDS (VTI) |
3,715 | -217 | $818 |
| VTI | 3,715 | -217 | $818 |
| FREEPORT MCMORAN INC |
19,721 | +3,610 | $789 |
| FCX | 19,721 | +3,610 | $789 |
| MORGAN STANLEY |
9,189 | +563 | $785 |
| MS | 9,189 | +563 | $785 |
| MOTOROLA SOLUTIONS INC |
2,632 | +1 | $772 |
| MSI | 2,632 | +1 | $772 |
| SCHWAB STRATEGIC TR |
11,337 | -1,296 | $761 |
| SCHV | 11,337 | -1,296 | $761 |
| AMGEN INC |
3,354 | -125 | $745 |
| AMGN | 3,354 | -125 | $745 |
| DISNEY WALT CO |
8,342 | -95 | $745 |
| DIS | 8,342 | -95 | $745 |
See Full List: All Stocks Held By Resurgent Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Resurgent Financial Advisors LLC
|
Size ($ in 1000's)
At 06/30/2023: $151,433 At 03/31/2023: $150,244 Resurgent Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Resurgent Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
