Resurgent Financial Advisors

Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Resurgent Financial Advisors

Resurgent Financial Advisors holds 216 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.9 $9.8M -9% 20k 483.61
 View chart
Apple (AAPL) 4.5 $9.1M -10% 33k 271.86
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $5.8M -5% 12k 502.65
 View chart
NVIDIA Corporation (NVDA) 2.9 $5.7M -3% 31k 186.50
 View chart
JPMorgan Chase & Co. (JPM) 2.7 $5.4M -5% 17k 322.23
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.7 $5.3M -6% 17k 313.01
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.7M 22k 219.78
 View chart
Amazon (AMZN) 1.9 $3.8M -2% 16k 230.82
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $3.6M -5% 17k 210.34
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.6M -26% 5.3k 681.87
 View chart
Wal-Mart Stores (WMT) 1.5 $3.0M 27k 111.41
 View chart
Invesco Currencyshares Euro Euro Shs (FXE) 1.3 $2.5M +2% 24k 108.45
 View chart
Johnson & Johnson (JNJ) 1.3 $2.5M +4% 12k 206.95
 View chart
Exxon Mobil Corporation (XOM) 1.3 $2.5M +12% 21k 120.34
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.5M -2% 3.6k 685.01
 View chart
Texas Pacific Land Corp (TPL) 1.2 $2.3M +200% 8.1k 287.22
 View chart
ConocoPhillips (COP) 1.1 $2.1M -3% 23k 93.61
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.0 $2.0M -2% 35k 58.12
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $2.0M +3% 27k 75.05
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.9 $1.8M 37k 50.32
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $1.8M +3% 30k 60.81
 View chart
Chevron Corporation (CVX) 0.9 $1.8M +18% 12k 152.41
 View chart
Broadcom (AVGO) 0.9 $1.7M 5.0k 346.11
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $1.7M 20k 88.08
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.7M +38% 8.1k 212.07
 View chart
Eaton Corp SHS (ETN) 0.9 $1.7M -2% 5.4k 318.51
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.7M +2% 14k 123.26
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $1.6M 35k 46.54
 View chart
Quanta Services (PWR) 0.8 $1.6M -10% 3.8k 422.06
 View chart
Home Depot (HD) 0.8 $1.6M -31% 4.6k 344.12
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.5M +4% 12k 120.18
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.7 $1.5M -3% 28k 51.60
 View chart
Meta Platforms Cl A (META) 0.7 $1.3M -5% 2.0k 660.16
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $1.3M +9% 31k 42.87
 View chart
Visa Com Cl A (V) 0.6 $1.3M -2% 3.6k 350.70
 View chart
Tesla Motors (TSLA) 0.6 $1.3M +23% 2.8k 449.72
 View chart
Nextera Energy (NEE) 0.6 $1.3M -3% 16k 80.28
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $1.2M -26% 25k 49.65
 View chart
Danaher Corporation (DHR) 0.6 $1.2M +12% 5.3k 228.92
 View chart
Spdr Series Trust State Street Spd (SPYM) 0.6 $1.2M +9% 15k 80.22
 View chart
Altria (MO) 0.6 $1.2M +46% 20k 57.66
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.6 $1.2M -4% 10k 113.10
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $1.1M 13k 91.45
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 5.3k 211.77
 View chart
Ishares Core Msci Emkt (IEMG) 0.6 $1.1M +5% 16k 67.22
 View chart
Morgan Stanley Com New (MS) 0.5 $1.1M 6.1k 177.53
 View chart
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $1.1M +13% 41k 26.68
 View chart
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $1.1M +24% 26k 41.08
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.0M -15% 15k 71.41
 View chart
Eli Lilly & Co. (LLY) 0.5 $1.0M 965.00 1074.96
 View chart
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $1.0M +2% 17k 60.53
 View chart
Marathon Petroleum Corp (MPC) 0.5 $1.0M 6.2k 162.63
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 3.0k 335.29
 View chart
Costco Wholesale Corporation (COST) 0.5 $1.0M -5% 1.2k 862.55
 View chart
Pfizer (PFE) 0.5 $939k +10% 38k 24.90
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $919k +5% 28k 32.62
 View chart
Mastercard Incorporated Cl A (MA) 0.5 $911k 1.6k 570.95
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $902k +11% 20k 44.41
 View chart
Amgen (AMGN) 0.4 $892k +16% 2.7k 327.29
 View chart
Ishares Tr Mbs Etf (MBB) 0.4 $872k -11% 9.2k 95.22
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $864k 12k 71.45
 View chart
TJX Companies (TJX) 0.4 $863k 5.6k 153.61
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $852k -12% 2.8k 303.89
 View chart
Markel Corporation (MKL) 0.4 $849k -5% 395.00 2149.65
 View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.4 $847k +18% 16k 52.53
 View chart
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $843k -2% 23k 36.23
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $839k +8% 14k 59.28
 View chart
Realty Income (O) 0.4 $809k +20% 14k 56.37
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.4 $806k -23% 3.3k 246.16
 View chart
Global X Fds 1-3 Month T-bill (CLIP) 0.4 $805k +33% 8.0k 100.11
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $801k +21% 26k 30.96
 View chart
Cme (CME) 0.4 $797k 2.9k 273.08
 View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.4 $779k +18% 9.9k 78.95
 View chart
Verizon Communications (VZ) 0.4 $771k +16% 19k 40.73
 View chart
Cisco Systems (CSCO) 0.4 $767k 10k 77.03
 View chart
Global X Fds Superdividend (SDIV) 0.4 $765k +23% 32k 24.03
 View chart
Pimco Dynamic Income SHS (PDI) 0.4 $763k +25% 43k 17.71
 View chart
Global X Fds Russell 2000 (RYLD) 0.4 $761k +22% 50k 15.30
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $739k -44% 3.7k 198.62
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $728k -2% 31k 23.37
 View chart
Procter & Gamble Company (PG) 0.4 $711k +4% 5.0k 143.31
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $694k +9% 15k 46.29
 View chart
Bank of America Corporation (BAC) 0.3 $677k +163% 12k 55.00
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $668k 4.5k 148.69
 View chart
Chubb (CB) 0.3 $664k 2.1k 312.12
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.3 $663k +29% 1.6k 412.77
 View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $659k 526.00 1253.10
 View chart
Moody's Corporation (MCO) 0.3 $656k -17% 1.3k 510.85
 View chart
Kinder Morgan (KMI) 0.3 $656k 24k 27.49
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $649k 12k 52.77
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $640k 24k 26.91
 View chart
Motorola Solutions Com New (MSI) 0.3 $635k -3% 1.7k 383.32
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $634k 2.3k 279.14
 View chart
Abbvie (ABBV) 0.3 $629k 2.8k 228.49
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $625k 6.0k 103.57
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $623k +8% 19k 33.30
 View chart
Global X Fds Artificial Etf (AIQ) 0.3 $620k +12% 12k 50.86
 View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $617k -4% 13k 46.22
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $579k +40% 9.3k 62.15
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.3 $579k 15k 38.56
 View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.3 $578k +11% 3.8k 153.02
 View chart
Deere & Company (DE) 0.3 $574k 1.2k 465.57
 View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.3 $569k +17% 9.0k 63.50
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $563k +107% 13k 44.71
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $555k +10% 10k 53.88
 View chart
Essential Utils (WTRG) 0.3 $553k 14k 38.36
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $551k 12k 46.81
 View chart
Blackrock Etf Trust Disciplined Vola (BDVL) 0.3 $542k +2% 22k 24.81
 View chart
Intuitive Surgical Com New (ISRG) 0.3 $541k 956.00 566.36
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $523k +9% 5.2k 100.34
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $521k NEW 1.1k 453.36
 View chart
Texas Instruments Incorporated (TXN) 0.3 $520k +20% 3.0k 173.49
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $508k +16% 5.1k 99.88
 View chart
At&t (T) 0.3 $507k -12% 20k 24.84
 View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.3 $506k -14% 20k 25.61
 View chart
International Business Machines (IBM) 0.3 $504k +21% 1.7k 296.18
 View chart
Highwoods Properties (HIW) 0.3 $499k +15% 19k 25.82
 View chart
Kkr & Co (KKR) 0.2 $498k 3.9k 127.48
 View chart
Republic Services (RSG) 0.2 $491k -5% 2.3k 211.93
 View chart
Union Pacific Corporation (UNP) 0.2 $485k -3% 2.1k 231.32
 View chart
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $476k +39% 16k 29.82
 View chart
Oracle Corporation (ORCL) 0.2 $476k 2.4k 194.91
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.2 $470k +2% 9.4k 50.01
 View chart
Principal Exchange Traded Spectrum Pfd (PREF) 0.2 $464k +11% 24k 19.07
 View chart
Advanced Micro Devices (AMD) 0.2 $460k -8% 2.1k 214.16
 View chart
First Tr Exchange Traded Utilities Alph (FXU) 0.2 $459k NEW 10k 45.01
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $456k -7% 15k 30.07
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $450k 4.7k 96.27
 View chart
Medtronic SHS (MDT) 0.2 $448k -15% 4.7k 96.06
 View chart
Tema Etf Trust Durable Qty Etf (TOLL) 0.2 $444k 13k 35.22
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $440k -21% 1.2k 359.99
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $440k +5% 4.3k 101.67
 View chart
Intel Corporation (INTC) 0.2 $437k +33% 12k 36.90
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $436k -14% 1.7k 252.92
 View chart
Ishares Msci Emrg Chn (EMXC) 0.2 $435k +8% 6.0k 72.68
 View chart
Cintas Corporation (CTAS) 0.2 $417k 2.2k 188.07
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $414k +53% 3.5k 119.32
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $402k +14% 7.3k 54.77
 View chart
Metropcs Communications (TMUS) 0.2 $401k -23% 2.0k 203.04
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $401k -3% 1.3k 313.80
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.2 $401k 1.2k 342.97
 View chart
Capital One Financial (COF) 0.2 $400k 1.7k 242.36
 View chart
Thermo Fisher Scientific (TMO) 0.2 $400k +10% 690.00 579.52
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $393k -5% 2.7k 143.52
 View chart
Merck & Co (MRK) 0.2 $390k -28% 3.7k 105.26
 View chart
Stock Yards Ban (SYBT) 0.2 $387k 6.0k 64.95
 View chart
McDonald's Corporation (MCD) 0.2 $387k 1.3k 305.65
 View chart
Lockheed Martin Corporation (LMT) 0.2 $379k -2% 783.00 483.97
 View chart
Honeywell International (HON) 0.2 $376k NEW 1.9k 195.09
 View chart
Duke Energy Corp Com New (DUK) 0.2 $375k -29% 3.2k 117.21
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $374k +56% 596.00 627.13
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $372k +27% 7.5k 49.46
 View chart
Linde SHS (LIN) 0.2 $368k +2% 862.00 426.39
 View chart
Air Products & Chemicals (APD) 0.2 $366k +14% 1.5k 247.02
 View chart
Shell Spon Ads (SHEL) 0.2 $364k NEW 5.0k 73.48
 View chart
Casey's General Stores (CASY) 0.2 $364k 658.00 552.71
 View chart
M&T Bank Corporation (MTB) 0.2 $348k -23% 1.7k 201.48
 View chart
Trane Technologies SHS (TT) 0.2 $344k -29% 885.00 389.20
 View chart
Corning Incorporated (GLW) 0.2 $344k -6% 3.9k 87.57
 View chart
Permian Basin Rty Tr Unit Ben Int (PBT) 0.2 $340k 20k 16.98
 View chart
Ishares Tr China Lg-cap Etf (FXI) 0.2 $339k +7% 8.9k 38.29
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $331k NEW 4.3k 77.02
 View chart
Sprott Asset Management Physical Gold An (CEF) 0.2 $330k -12% 7.2k 45.80
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $326k +3% 3.8k 85.37
 View chart
Kratos Defense & Sec Solutio Com New (KTOS) 0.2 $321k +7% 4.2k 75.91
 View chart
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $316k -7% 2.9k 109.66
 View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $315k -19% 4.7k 66.43
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $311k -20% 2.8k 110.19
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $309k 4.7k 66.00
 View chart
Netflix (NFLX) 0.2 $307k +201% 3.3k 93.76
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $292k -4% 9.8k 29.61
 View chart
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $291k -12% 11k 27.26
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $280k +11% 2.9k 96.28
 View chart
CVS Caremark Corporation (CVS) 0.1 $273k +20% 3.4k 79.36
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $273k +4% 1.5k 177.75
 View chart
Albemarle Corporation (ALB) 0.1 $273k NEW 1.9k 141.43
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $270k NEW 2.7k 100.38
 View chart
Agnico (AEM) 0.1 $269k 1.6k 169.53
 View chart
Palo Alto Networks (PANW) 0.1 $261k 1.4k 184.20
 View chart
Liquidia Corporation Com New (LQDA) 0.1 $259k NEW 7.5k 34.49
 View chart
Tema Etf Trust American Resh (RSHO) 0.1 $255k +2% 5.8k 44.34
 View chart
Ishares Tr 3yrtb Etf (ISHG) 0.1 $255k -85% 3.4k 75.23
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $253k -6% 4.2k 60.17
 View chart
Abbott Laboratories (ABT) 0.1 $250k 2.0k 125.29
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $250k 994.00 251.30
 View chart
Philip Morris International (PM) 0.1 $244k +3% 1.5k 160.40
 View chart
Copa Holdings Sa Cl A (CPA) 0.1 $241k NEW 2.0k 120.61
 View chart
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $239k NEW 10k 23.69
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $236k -6% 943.00 250.31
 View chart
Bristol Myers Squibb (BMY) 0.1 $235k NEW 4.4k 53.95
 View chart
Williams Companies (WMB) 0.1 $235k +4% 3.9k 60.11
 View chart
Walt Disney Company (DIS) 0.1 $235k -2% 2.1k 113.77
 View chart
Pepsi (PEP) 0.1 $234k 1.6k 143.52
 View chart
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.1 $232k 10k 23.23
 View chart
Spdr Series Trust State Street Spd (XBI) 0.1 $232k -67% 1.9k 121.94
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $229k 612.00 373.44
 View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.1 $225k 5.0k 44.76
 View chart
salesforce (CRM) 0.1 $224k -40% 845.00 264.91
 View chart
Neos Etf Trust S&p 500 Hedged E (SPYH) 0.1 $223k NEW 4.0k 55.10
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $222k -17% 474.00 468.76
 View chart
RBB Motley Fol Etf (TMFC) 0.1 $222k 3.1k 71.77
 View chart
Ge Aerospace Com New (GE) 0.1 $216k 703.00 307.84
 View chart
Principal Financial (PFG) 0.1 $212k NEW 2.4k 88.21
 View chart
Ishares Tr Core Msci Euro (IEUR) 0.1 $210k NEW 3.0k 70.98
 View chart
Micron Technology (MU) 0.1 $208k NEW 729.00 285.27
 View chart
Coca-Cola Company (KO) 0.1 $204k NEW 2.9k 69.92
 View chart
Cambria Etf Tr Tail Risk (TAIL) 0.1 $200k 17k 11.49
 View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $184k 16k 11.85
 View chart
Bluerock Pvt Real Estate (BPRE) 0.1 $154k NEW 10k 15.00
 View chart
T1 Energy Com New (TE) 0.0 $97k -2% 15k 6.68
 View chart
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $83k NEW 20k 4.09
 View chart
Sealsq Corp Ord Shs (LAES) 0.0 $46k NEW 12k 3.78
 View chart
Sidus Space Cl A Com New (SIDU) 0.0 $38k NEW 12k 3.14
 View chart
Denison Mines Corp (DNN) 0.0 $33k NEW 13k 2.66
 View chart
Arbe Robotics Ordinary Shares (ARBE) 0.0 $32k +51% 27k 1.18
 View chart
Blaize Hldgs (BZAI) 0.0 $26k NEW 13k 1.95
 View chart

Past Filings by Resurgent Financial Advisors

SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021