Resurgent Financial Advisors LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    179

  • Value ($000)

    $169,946

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001912339
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$9.65M
6 %

38,551

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.20M
5 %

21,820

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.22M
3 %

11,521

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.77M
3 %

19,918

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.58M
3 %

34,112

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.07M
2 %

20,780

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$3.99M
2 %

21,535

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.91M
2 %

6,680

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.33M
2 %

15,186

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.31M
2 %

17,475

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