Resurgent Financial Advisors LLC [Rocket]

Holdings

Resurgent Financial Advisors LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IJR	S&P SMLCAP 600	11,028	4,988	1,098,958,000	514,874,000	0.73		Hist	06/30/2023
COMCAST CORP	CMCSA	Common	22,313	8,080	927,105,000	387,532,000	0.61		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	14,723	1,567	2,391,426,000	365,299,000	1.58		Hist	06/30/2023
Air Products & Chemicals, Inc.	APD	Common	3,124	1,132	935,732,000	363,610,000	0.62	0.00	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	20,819	342	3,027,915,000	359,557,000	2.00		Hist	06/30/2023
iSHARES TRUST	IWD	ETF	19,557	1,010	3,086,669,000	262,664,000	2.04		Hist	06/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	1,001	297	725,475,000	246,255,000	0.48		Hist	06/30/2023
CONOCOPHILLIPS	COP	Common	17,647	1,131	1,828,406,000	189,854,000	1.21	0.00	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	12,977	230	2,147,953,000	172,168,000	1.42		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	13,656	409	1,575,766,000	166,418,000	1.04		Hist	06/30/2023
Walmart Inc.	WMT	Common	9,263	478	1,455,992,000	160,617,000	0.96	0.00	Hist	06/30/2023
Vanguard Small-Cap Value ETF	VBR	common	7,656	642	1,266,285,000	152,762,000	0.84		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	PSJ	Common	1,973	1,352	212,449,000	149,447,000	0.14		Hist	06/30/2023
DEERE & CO	DE	Common	1,621	383	656,813,000	145,668,000	0.43	0.00	Hist	06/30/2023
iSHARES TRUST	ISI	Common	5,659	1,111	553,677,000	141,856,000	0.37		Hist	06/30/2023
GLOBAL MOAT FUND, LP	MOAT	ETF	10,865	990	866,883,000	137,844,000	0.57		Hist	06/30/2023
FREEPORT-MCMORAN INC	FCX	Common	19,721	3,610	788,840,000	129,739,000	0.52		Hist	06/30/2023
Pacer Funds Trust	COWZ	Common	8,516	2,185	407,661,000	110,421,000	0.27		Hist	06/30/2023
REPUBLIC SERVICES, INC.	RSG	Common	4,515	210	691,563,000	109,441,000	0.46		Hist	06/30/2023
Duke Energy CORP	DUK	COM	6,659	1,591	597,579,000	108,669,000	0.39	0.00	Hist	06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	504	226	205,269,000	100,722,000	0.14		Hist	06/30/2023
Edwards Lifesciences Corp	EW	Common	6,408	198	604,467,000	90,714,000	0.40	0.00	Hist	06/30/2023
iSHARES TRUST	QUAL	Common	3,630	390	489,578,000	87,607,000	0.32		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	565	40	264,974,000	84,678,000	0.17	0.00	Hist	06/30/2023
ADOBE INC.	ADBE	Common	737	7	360,385,000	79,065,000	0.24	0.00	Hist	06/30/2023
iSHARES TRUST	IUSB	Common	22,251	1,879	1,011,753,000	71,585,000	0.67		Hist	06/30/2023
WisdomTree Trust	DLN	LARGECAP DIVID	24,537	384	1,560,524,000	66,437,000	1.03		Hist	06/30/2023
HIGHWOODS PROPERTIES, INC.	HIW	Common	24,981	1,600	597,289,000	55,090,000	0.39	0.02	Hist	06/30/2023
CITIGROUP INC	C	COM	7,763	1,303	357,424,000	54,532,000	0.24		Hist	06/30/2023
iSHARES TRUST	IYW	Common	1,814	229	197,490,000	50,386,000	0.13		Hist	06/30/2023
Global X Funds	BOTZ	Common	7,962	942	228,828,000	49,818,000	0.15		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	4,055	452	386,888,000	49,359,000	0.26		Hist	06/30/2023
iShares, Inc.	IEMG	Common	7,618	839	375,491,000	44,743,000	0.25		Hist	06/30/2023
PROSHARES TR MSCI EAFE DIVD	PSQ	Common	17,682	5,982	186,899,000	44,393,000	0.12		Hist	06/30/2023
Endo Pharmaceuticals Solutions Inc.	IDEV	Common	2,218	707	135,564,000	44,194,000	0.09		Hist	06/30/2023
<< Prev Next >>