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
Apple Inc.	AAPL	Common	42,940	-14	8,329,160,000	1,246,111,000	5.50		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	23,435	-2,358	7,980,553,000	544,334,000	5.27	0.00	Hist	06/30/2023
iSHARES TRUST	IVV	Common	8,211	-1,370	3,659,548,000	-278,989,000	2.42		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
JPMORGAN CHASE & CO	JPM	Common	20,819	342	3,027,915,000	359,557,000	2.00		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	8,719	-16	2,973,179,000	276,073,000	1.96		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	9,146	-104	2,841,175,000	111,556,000	1.88	0.00	Hist	06/30/2023
CHEVRON CORP	CVX	Common	16,447	179	2,587,936,000	-66,351,000	1.71	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	18,547	-642	2,417,787,000	435,755,000	1.60		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
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	6,167	-3,570	2,278,193,000	-846,685,000	1.50		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	12,977	230	2,147,953,000	172,168,000	1.42		Hist	06/30/2023
Eaton Corp plc	ETN	SHS	9,920	-19	1,994,912,000	291,963,000	1.32	0.00	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	16,612	-1,323	1,988,456,000	128,059,000	1.31		Hist	06/30/2023
Mondelez International, Inc.	MDLZ	COM	26,425	-666	1,927,440,000	38,655,000	1.27		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
SPDR S&P 500 ETF TRUST	SPY	Common	4,073	-4,014	1,805,689,000	-1,505,241,000	1.19		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
CISCO SYSTEMS, INC.	CSCO	Common	30,431	1,054	1,574,500,000	38,817,000	1.04	0.00	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
Walmart Inc.	WMT	Common	9,263	478	1,455,992,000	160,617,000	0.96	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	13,296	-136	1,425,996,000	-46,958,000	0.94	0.00	Hist	06/30/2023
NEXTERA ENERGY INC	FPL	common	17,629	-1,138	1,308,072,000	-138,489,000	0.86		Hist	06/30/2023
PEPSICO INC	PEP	Common	6,994	-24	1,295,429,000	16,048,000	0.86		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	3,052	-1,242	1,290,993,000	98,298,000	0.85	0.00	Hist	06/30/2023
Marathon Petroleum Corp	MPC	Common	10,980	-23	1,280,268,000	-203,267,000	0.85	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
Stock Yards Bancorp, Inc.	SYBT	COM	27,328	0	1,239,871,000	-266,995,000	0.82		Hist	06/30/2023
TEXAS PACIFIC LAND TRUST	TPL	COM	911	0	1,199,332,000	-350,297,000	0.79		Hist	06/30/2023
PERMIAN BASIN ROYALTY TRUST	PBT	UNIT BEN INT	48,000	0	1,196,640,000	25,440,000	0.79		Hist	06/30/2023
PFIZER INC	PFE	Common	31,658	-279	1,161,216,000	-141,814,000	0.77	0.00	Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	11,028	4,988	1,098,958,000	514,874,000	0.73		Hist	06/30/2023
VISA INC.	V	CL A	4,519	-105	1,073,237,000	30,727,000	0.71		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
DANAHER CORP /DE/	DHR	Common	4,199	-354	1,007,760,000	-139,778,000	0.67	0.00	Hist	06/30/2023
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