Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, BRK.B, NVDA, JPM, and represent 19.00% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FXE, ISHG, TSM, BAM, O, SPYI, UTES, PDI, PFF, JPIB.
- Started 39 new stock positions in FXE, AVB, MTUM, INTC, CASY, PLTR, SDIV, NUKZ, SPYI, GRID.
- Reduced shares in these 10 stocks: ISRG, JPM, EFG, SGOV, ALL, VRIG, CL, QUAL, JPST, IWM.
- Sold out of its positions in ALL, CL, CMCSA, SNSR, PAUG, VRIG, SHY, IYW, EFG, DGRO. SGOV, NOC, PH, XLU, TOST, UNH, VTV, VRTX.
- Resurgent Financial Advisors was a net buyer of stock by $9.6M.
- Resurgent Financial Advisors has $204M in assets under management (AUM), dropping by 11.87%.
- Central Index Key (CIK): 0001912339
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Positions held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 207 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $12M | 22k | 517.96 |
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| Apple (AAPL) | 4.7 | $9.5M | -3% | 37k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $6.1M | +3% | 12k | 502.74 |
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| NVIDIA Corporation (NVDA) | 2.9 | $5.9M | -2% | 32k | 186.58 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $5.6M | -11% | 18k | 315.43 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $4.8M | 7.1k | 666.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $4.6M | 22k | 215.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $4.4M | 18k | 243.10 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.8 | $3.7M | -7% | 18k | 203.59 |
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| Amazon (AMZN) | 1.8 | $3.7M | +2% | 17k | 219.57 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.8M | +2% | 28k | 103.06 |
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| Home Depot (HD) | 1.3 | $2.7M | -4% | 6.6k | 405.22 |
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| Texas Pacific Land Corp (TPL) | 1.2 | $2.5M | 2.7k | 933.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.5M | -8% | 3.7k | 669.35 |
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| Invesco Currencyshares Euro Euro Shs (FXE) | 1.2 | $2.5M | NEW | 23k | 108.37 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.1 | $2.2M | +4% | 34k | 65.00 |
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| ConocoPhillips (COP) | 1.1 | $2.2M | 23k | 94.59 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.2M | -10% | 12k | 185.41 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.1M | 19k | 112.75 |
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| Eaton Corp SHS (ETN) | 1.0 | $2.1M | -11% | 5.5k | 374.25 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.0 | $2.0M | 36k | 57.52 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $1.9M | +3% | 26k | 73.29 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.9 | $1.8M | +50% | 36k | 50.27 |
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| Quanta Services (PWR) | 0.9 | $1.8M | -2% | 4.3k | 414.42 |
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| Ishares Tr 3yrtb Etf (ISHG) | 0.8 | $1.7M | NEW | 23k | 76.18 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.8 | $1.7M | -2% | 20k | 87.03 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $1.7M | +26% | 29k | 59.20 |
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| Broadcom (AVGO) | 0.8 | $1.6M | -6% | 5.0k | 329.92 |
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| Ishares Tr Core Total Usd (IUSB) | 0.8 | $1.6M | -14% | 35k | 46.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.6M | -3% | 13k | 120.72 |
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| Meta Platforms Cl A (META) | 0.8 | $1.6M | +30% | 2.2k | 734.45 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.5M | -5% | 11k | 143.18 |
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| Chevron Corporation (CVX) | 0.8 | $1.5M | 9.9k | 155.29 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $1.5M | -2% | 29k | 52.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.4M | +3% | 12k | 118.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.3M | -27% | 6.8k | 194.50 |
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| Netflix (NFLX) | 0.6 | $1.3M | 1.1k | 1198.92 |
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| Visa Com Cl A (V) | 0.6 | $1.3M | -10% | 3.7k | 341.37 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $1.2M | +17% | 29k | 43.30 |
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| Nextera Energy (NEE) | 0.6 | $1.2M | -8% | 16k | 75.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $1.2M | 5.9k | 206.51 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $1.2M | -5% | 6.2k | 192.74 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.2M | -19% | 17k | 67.83 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.1M | -9% | 1.2k | 925.90 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $1.1M | +2% | 12k | 89.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $1.1M | -2% | 5.2k | 208.70 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.5 | $1.1M | +9% | 14k | 78.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.0M | -30% | 4.3k | 241.95 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $1.0M | -4% | 17k | 62.71 |
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| Tesla Motors (TSLA) | 0.5 | $1.0M | +5% | 2.3k | 444.72 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.0M | -7% | 16k | 65.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $993k | 3.0k | 328.15 |
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| Morgan Stanley Com New (MS) | 0.5 | $986k | -27% | 6.2k | 158.96 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $985k | -3% | 10k | 95.15 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $958k | +110% | 36k | 26.84 |
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| Danaher Corporation (DHR) | 0.5 | $938k | -21% | 4.7k | 198.26 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.5 | $924k | +53% | 12k | 76.01 |
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| Altria (MO) | 0.5 | $917k | 14k | 66.06 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $909k | 1.6k | 568.88 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $891k | NEW | 3.2k | 279.29 |
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| Pfizer (PFE) | 0.4 | $872k | +22% | 34k | 25.48 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $859k | NEW | 15k | 56.94 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $852k | +24% | 27k | 31.91 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.4 | $849k | +47% | 24k | 35.43 |
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| TJX Companies (TJX) | 0.4 | $816k | 5.6k | 144.54 |
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| Markel Corporation (MKL) | 0.4 | $801k | +6% | 419.00 | 1911.36 |
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| Cme (CME) | 0.4 | $790k | -30% | 2.9k | 270.19 |
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| Motorola Solutions Com New (MSI) | 0.4 | $784k | -7% | 1.7k | 457.16 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $777k | +41% | 18k | 42.79 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $771k | -23% | 21k | 36.81 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $752k | +4% | 32k | 23.47 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $750k | +87% | 13k | 57.52 |
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| Moody's Corporation (MCO) | 0.4 | $742k | -15% | 1.6k | 476.48 |
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| Eli Lilly & Co. (LLY) | 0.4 | $734k | +17% | 962.00 | 763.19 |
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| Procter & Gamble Company (PG) | 0.4 | $732k | 4.8k | 153.65 |
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| Realty Income (O) | 0.4 | $726k | NEW | 12k | 60.79 |
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| Verizon Communications (VZ) | 0.4 | $716k | +77% | 16k | 43.95 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $712k | NEW | 14k | 52.30 |
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| Oracle Corporation (ORCL) | 0.3 | $699k | -16% | 2.5k | 281.24 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.3 | $694k | NEW | 8.3k | 83.44 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $693k | +91% | 5.0k | 139.17 |
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| Cisco Systems (CSCO) | 0.3 | $692k | +110% | 10k | 68.42 |
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| Kinder Morgan (KMI) | 0.3 | $687k | -25% | 24k | 28.31 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $682k | 533.00 | 1279.09 |
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| Pimco Dynamic Income SHS (PDI) | 0.3 | $681k | NEW | 34k | 19.80 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $676k | NEW | 21k | 31.62 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $661k | 2.3k | 293.79 |
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| Amgen (AMGN) | 0.3 | $660k | -22% | 2.3k | 282.20 |
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| At&t (T) | 0.3 | $656k | -11% | 23k | 28.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $654k | 4.5k | 145.65 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.3 | $652k | +4% | 14k | 46.63 |
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| Abbvie (ABBV) | 0.3 | $643k | -2% | 2.8k | 231.54 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $643k | +34% | 12k | 53.24 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $635k | +109% | 14k | 46.41 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $627k | 24k | 26.34 |
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| Metropcs Communications (TMUS) | 0.3 | $621k | 2.6k | 239.38 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.3 | $619k | NEW | 13k | 49.03 |
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| Global X Fds Superdividend (SDIV) | 0.3 | $618k | NEW | 26k | 23.98 |
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| Chubb (CB) | 0.3 | $611k | -7% | 2.2k | 282.25 |
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| Global X Fds Russell 2000 (RYLD) | 0.3 | $611k | NEW | 41k | 15.05 |
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| Global X Fds 1-3 Month T-bill (CLIP) | 0.3 | $605k | -15% | 6.0k | 100.42 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $601k | -10% | 6.1k | 99.11 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.3 | $588k | +135% | 17k | 34.16 |
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| Blackrock Etf Trust Dynamic Eqty Act | 0.3 | $584k | NEW | 23k | 25.31 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.3 | $582k | -15% | 5.8k | 100.20 |
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| Essential Utils (WTRG) | 0.3 | $575k | 14k | 39.90 |
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| Deere & Company (DE) | 0.3 | $568k | 1.2k | 457.26 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.3 | $568k | 15k | 37.86 |
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| Republic Services (RSG) | 0.3 | $563k | -26% | 2.5k | 229.48 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $558k | -11% | 4.5k | 123.75 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $543k | 12k | 46.81 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $541k | 6.1k | 89.35 |
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| Global X Fds Artificial Etf (AIQ) | 0.3 | $534k | NEW | 11k | 49.39 |
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| Blackrock Etf Trust Disciplined Vola | 0.3 | $533k | NEW | 21k | 25.00 |
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| Highwoods Properties (HIW) | 0.3 | $531k | -4% | 17k | 31.82 |
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| Trane Technologies SHS (TT) | 0.3 | $528k | -22% | 1.3k | 421.96 |
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| Medtronic SHS (MDT) | 0.3 | $523k | +4% | 5.5k | 95.24 |
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| Union Pacific Corporation (UNP) | 0.3 | $514k | 2.2k | 236.37 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.3 | $510k | NEW | 3.4k | 151.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $506k | -16% | 1.6k | 326.30 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $506k | +75% | 9.3k | 54.09 |
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| Kkr & Co (KKR) | 0.2 | $501k | +3% | 3.9k | 129.95 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $497k | +79% | 1.2k | 402.42 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $497k | -26% | 2.0k | 247.12 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.2 | $496k | NEW | 7.6k | 65.04 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $487k | -16% | 16k | 29.64 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $477k | NEW | 4.7k | 100.69 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $470k | +5% | 9.2k | 51.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $458k | -16% | 2.5k | 183.73 |
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| Cintas Corporation (CTAS) | 0.2 | $455k | 2.2k | 205.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $451k | 4.7k | 96.55 |
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| M&T Bank Corporation (MTB) | 0.2 | $446k | -27% | 2.3k | 197.62 |
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| Spdr Series Trust Ftse Int Gvt Etf (WIP) | 0.2 | $439k | NEW | 11k | 39.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $438k | 4.4k | 100.25 |
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| Merck & Co (MRK) | 0.2 | $436k | -16% | 5.2k | 83.93 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $429k | -64% | 959.00 | 447.23 |
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| Tema Etf Trust Durable Qty Etf (TOLL) | 0.2 | $424k | -2% | 12k | 34.23 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $422k | +42% | 4.1k | 102.99 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $419k | +113% | 22k | 19.14 |
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| Stock Yards Ban (SYBT) | 0.2 | $417k | 6.0k | 69.99 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $408k | 2.9k | 140.95 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $400k | -42% | 802.00 | 499.20 |
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| Linde SHS (LIN) | 0.2 | $400k | 842.00 | 475.00 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $398k | NEW | 6.6k | 60.08 |
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| International Business Machines (IBM) | 0.2 | $395k | -29% | 1.4k | 282.06 |
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| Synopsys (SNPS) | 0.2 | $395k | -3% | 800.00 | 493.39 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $394k | 3.5k | 111.47 |
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| McDonald's Corporation (MCD) | 0.2 | $386k | 1.3k | 303.91 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $385k | -18% | 5.9k | 65.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $384k | NEW | 1.2k | 332.84 |
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| Advanced Micro Devices (AMD) | 0.2 | $378k | 2.3k | 161.79 |
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| Casey's General Stores (CASY) | 0.2 | $378k | NEW | 668.00 | 565.32 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $372k | +41% | 5.5k | 67.51 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.2 | $365k | 20k | 18.25 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $361k | NEW | 4.0k | 91.37 |
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| Air Products & Chemicals (APD) | 0.2 | $354k | -7% | 1.3k | 272.72 |
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| Capital One Financial (COF) | 0.2 | $351k | 1.7k | 212.58 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $345k | +44% | 6.4k | 53.87 |
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| Corning Incorporated (GLW) | 0.2 | $344k | -7% | 4.2k | 82.03 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $343k | -22% | 12k | 27.97 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $339k | NEW | 8.2k | 41.14 |
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| salesforce (CRM) | 0.2 | $338k | +15% | 1.4k | 237.00 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $328k | -12% | 3.1k | 104.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $322k | -5% | 1.3k | 243.55 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.2 | $319k | +17% | 11k | 27.94 |
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| Uber Technologies (UBER) | 0.2 | $316k | NEW | 3.2k | 97.97 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $311k | 4.8k | 65.26 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $303k | +19% | 624.00 | 485.02 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $301k | 8.2k | 36.69 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $300k | -17% | 10k | 29.11 |
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| Intel Corporation (INTC) | 0.1 | $299k | NEW | 8.9k | 33.55 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $298k | NEW | 5.9k | 50.63 |
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| Palo Alto Networks (PANW) | 0.1 | $290k | +11% | 1.4k | 203.62 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $283k | -3% | 578.00 | 490.38 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $281k | NEW | 3.7k | 76.45 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $281k | -63% | 5.5k | 50.73 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $273k | -3% | 2.3k | 121.06 |
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| Agnico (AEM) | 0.1 | $268k | NEW | 1.6k | 168.56 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $267k | NEW | 1.5k | 182.42 |
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| Abbott Laboratories (ABT) | 0.1 | $266k | 2.0k | 133.94 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $260k | +19% | 4.5k | 57.47 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $259k | NEW | 1.0k | 256.45 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $253k | 10k | 25.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $249k | +13% | 415.00 | 600.37 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $247k | NEW | 2.6k | 95.19 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $244k | 1.0k | 244.09 |
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| Tema Etf Trust American Resh (RSHO) | 0.1 | $243k | 5.6k | 43.00 |
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| Bank of America Corporation (BAC) | 0.1 | $241k | -15% | 4.7k | 51.59 |
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| Walt Disney Company (DIS) | 0.1 | $241k | -2% | 2.1k | 114.50 |
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| Philip Morris International (PM) | 0.1 | $238k | -28% | 1.5k | 162.20 |
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| Williams Companies (WMB) | 0.1 | $237k | -9% | 3.7k | 63.35 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $235k | -27% | 2.7k | 87.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $233k | -5% | 380.00 | 612.38 |
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| Pepsi (PEP) | 0.1 | $227k | -19% | 1.6k | 140.44 |
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| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $225k | NEW | 5.1k | 44.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $224k | 612.00 | 365.48 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $218k | NEW | 3.1k | 70.53 |
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| AvalonBay Communities (AVB) | 0.1 | $216k | NEW | 1.1k | 193.16 |
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| CVS Caremark Corporation (CVS) | 0.1 | $215k | NEW | 2.8k | 75.40 |
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| EOG Resources (EOG) | 0.1 | $212k | 1.9k | 112.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $210k | NEW | 699.00 | 301.01 |
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| Cambria Etf Tr Tail Risk (TAIL) | 0.1 | $204k | 17k | 11.83 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $204k | -39% | 8.3k | 24.40 |
|
| Waste Management (WM) | 0.1 | $200k | 907.00 | 220.83 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $198k | 16k | 12.66 |
|
|
| T1 Energy Com New (TE) | 0.0 | $33k | NEW | 15k | 2.18 |
|
| Arbe Robotics Ordinary Shares (ARBE) | 0.0 | $30k | NEW | 18k | 1.65 |
|
Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2025 Q3 filed Nov. 13, 2025
- Resurgent Financial Advisors 2025 Q2 filed Aug. 11, 2025
- Resurgent Financial Advisors 2025 Q1 filed May 5, 2025
- Resurgent Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Resurgent Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Resurgent Financial Advisors 2024 Q2 filed Aug. 14, 2024
- Resurgent Financial Advisors 2024 Q1 filed May 10, 2024
- Resurgent Financial Advisors 2023 Q4 filed Feb. 9, 2024
- Resurgent Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Resurgent Financial Advisors 2023 Q2 filed Aug. 14, 2023
- Resurgent Financial Advisors 2023 Q1 filed May 15, 2023
- Resurgent Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Resurgent Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Resurgent Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Resurgent Financial Advisors 2022 Q1 filed May 16, 2022
- Resurgent Financial Advisors 2021 Q4 filed May 16, 2022