HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
22,895 | +47 | $8,609 |
| MSFT | 22,895 | +47 | $8,609 |
| APPLE INC |
40,685 | -2,210 | $7,833 |
| AAPL | 40,685 | -2,210 | $7,833 |
| ISHARES TR (IVV) |
8,059 | -1,367 | $3,849 |
| IVV | 8,059 | -1,367 | $3,849 |
| JPMORGAN CHASE & CO |
21,009 | -69 | $3,574 |
| JPM | 21,009 | -69 | $3,574 |
 BERKSHIRE HATHAWAY INC DEL |
$3,192 | ||
| BRK.B | 8,949 | +231 | $3,192 |
| HOME DEPOT INC |
8,330 | -107 | $2,887 |
| HD | 8,330 | -107 | $2,887 |
| ISHARES TR (IWD) |
17,132 | -2,672 | $2,831 |
| IWD | 17,132 | -2,672 | $2,831 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
15,538 | +64 | $2,648 |
| VIG | 15,538 | +64 | $2,648 |
| CHEVRON CORP NEW |
17,107 | +11 | $2,552 |
| CVX | 17,107 | +11 | $2,552 |
| ALPHABET INC |
16,095 | +464 | $2,248 |
| GOOGL | 16,095 | +464 | $2,248 |
| AMAZON COM INC |
14,678 | -957 | $2,230 |
| AMZN | 14,678 | -957 | $2,230 |
| EATON CORP PLC |
9,009 | -550 | $2,170 |
| ETN | 9,009 | -550 | $2,170 |
| CONOCOPHILLIPS |
18,141 | +355 | $2,106 |
| COP | 18,141 | +355 | $2,106 |
| JOHNSON & JOHNSON |
13,003 | +331 | $2,038 |
| JNJ | 13,003 | +331 | $2,038 |
| MONDELEZ INTL INC |
26,662 | +586 | $1,931 |
| MDLZ | 26,662 | +586 | $1,931 |
| SPDR SER TR (SPLG) |
31,389 | +18,488 | $1,755 |
| SPLG | 31,389 | +18,488 | $1,755 |
| NVIDIA CORPORATION |
3,496 | +669 | $1,731 |
| NVDA | 3,496 | +669 | $1,731 |
| SPDR S&P 500 ETF TR (SPY) |
$1,684 | ||
| SPY | 3,681 | -290 | $1,750 |
| Put | 5,500 | +2,600 | $86 |
| Call | 900 | -100 | $20 |
| CISCO SYS INC |
31,296 | +517 | $1,581 |
| CSCO | 31,296 | +517 | $1,581 |
| WISDOMTREE TR |
23,726 | -841 | $1,575 |
| DLN | 23,726 | -841 | $1,575 |
| MERCK & CO INC |
14,083 | +325 | $1,535 |
| MRK | 14,083 | +325 | $1,535 |
| MARATHON PETE CORP |
10,229 | -670 | $1,518 |
| MPC | 10,229 | -670 | $1,518 |
| EXXON MOBIL CORP |
14,924 | +789 | $1,492 |
| XOM | 14,924 | +789 | $1,492 |
| TEXAS PACIFIC LAND CORPORATI |
911 | UNCH | $1,433 |
| TPL | 911 | UNCH | $1,433 |
| WALMART INC |
9,036 | -258 | $1,425 |
| WMT | 9,036 | -258 | $1,425 |
| STOCK YDS BANCORP INC |
27,328 | UNCH | $1,407 |
| SYBT | 27,328 | UNCH | $1,407 |
| ISHARES TR (AGG) |
13,615 | +9,299 | $1,351 |
| AGG | 13,615 | +9,299 | $1,351 |
| ISHARES TR (IUSB) |
26,703 | +2,951 | $1,230 |
| IUSB | 26,703 | +2,951 | $1,230 |
| AMGEN INC |
4,089 | +203 | $1,178 |
| AMGN | 4,089 | +203 | $1,178 |
| PEPSICO INC |
6,864 | -212 | $1,166 |
| PEP | 6,864 | -212 | $1,166 |
| ISHARES TR (IJR) |
10,368 | -1,029 | $1,122 |
| IJR | 10,368 | -1,029 | $1,122 |
| VISA INC |
$1,068 | ||
| V | 4,150 | -47 | $1,080 |
| Put | 1,800 | +800 | $12 |
| WISDOMTREE TR |
23,147 | -468 | $1,058 |
| DON | 23,147 | -468 | $1,058 |
| CROWN CASTLE INC |
9,063 | +2,757 | $1,044 |
| CCI | 9,063 | +2,757 | $1,044 |
| QUANTA SVCS INC |
4,707 | +388 | $1,016 |
| PWR | 4,707 | +388 | $1,016 |
| COMCAST CORP NEW |
21,896 | -1,169 | $960 |
| CMCSA | 21,896 | -1,169 | $960 |
| DISNEY WALT CO |
10,467 | +1,546 | $945 |
| DIS | 10,467 | +1,546 | $945 |
| FREEPORT MCMORAN INC |
21,920 | +1,186 | $933 |
| FCX | 21,920 | +1,186 | $933 |
| ISHARES TR (QUAL) |
6,278 | +1,218 | $924 |
| QUAL | 6,278 | +1,218 | $924 |
| COSTCO WHSL CORP NEW |
1,357 | +81 | $896 |
| COST | 1,357 | +81 | $896 |
| PFIZER INC |
31,097 | -1,331 | $895 |
| PFE | 31,097 | -1,331 | $895 |
| NEXTERA ENERGY INC |
14,628 | -3,052 | $889 |
| NEE | 14,628 | -3,052 | $889 |
| SELECT SECTOR SPDR TR (XLU) |
13,404 | +7,594 | $849 |
| XLU | 13,404 | +7,594 | $849 |
| VANGUARD INDEX FDS (VBR) |
4,687 | -2,133 | $843 |
| VBR | 4,687 | -2,133 | $843 |
| DANAHER CORPORATION |
3,628 | -405 | $839 |
| DHR | 3,628 | -405 | $839 |
| BANK AMERICA CORP |
$831 | ||
| BAC.PRL | 569 | +71 | $686 |
| BAC | 4,292 | -105 | $145 |
| TESLA INC |
3,289 | +309 | $817 |
| TSLA | 3,289 | +309 | $817 |
| MORGAN STANLEY |
8,658 | -884 | $807 |
| MS | 8,658 | -884 | $807 |
| ISHARES TR (IEFA) |
11,362 | +7,521 | $799 |
| IEFA | 11,362 | +7,521 | $799 |
| UNION PAC CORP |
3,201 | -308 | $786 |
| UNP | 3,201 | -308 | $786 |
See Full List: All Stocks Held By Resurgent Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Resurgent Financial Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $162,824 At 09/30/2023: $146,782 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 |
