Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, MSFT, AAPL, BRK.B, and represent 20.07% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$7.8M), NVDA (+$6.9M), MSFT, LLY, V, MCK, SYK, AAPL, GWW, SPY.
- Started 53 new stock positions in VXUS, RTX, SO, ACP, MCK, TRGP, GEV, OHI, LOW, MOO.
- Reduced shares in these 10 stocks: CIBR, XLG, MCO, IEMG, KKR, OEF, BAC, FXI, EFV, GLDM.
- Sold out of its positions in AEM, BPRE, DIS, CIBR, GE, XLG, OEF, FXI, EMB, KKR. MCO, CRM, GLDM.
- Resurgent Financial Advisors was a net buyer of stock by $77M.
- Resurgent Financial Advisors has $277M in assets under management (AUM), dropping by 38.86%.
- Central Index Key (CIK): 0001912339
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Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 256 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $13M | +158% | 44k | 287.56 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $12M | +130% | 70k | 174.40 |
|
| Microsoft Corporation (MSFT) | 4.4 | $12M | +62% | 33k | 370.17 |
|
| Apple (AAPL) | 4.0 | $11M | +32% | 44k | 253.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $7.2M | +31% | 15k | 479.20 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $5.8M | +69% | 8.9k | 650.32 |
|
| Johnson & Johnson (JNJ) | 1.7 | $4.8M | +60% | 20k | 244.44 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $4.8M | +3% | 22k | 215.06 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $4.8M | -3% | 16k | 294.16 |
|
| Visa Com Cl A (V) | 1.6 | $4.5M | +312% | 15k | 302.25 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $4.4M | +391% | 4.7k | 919.71 |
|
| Broadcom (AVGO) | 1.4 | $3.9M | +151% | 13k | 309.52 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $3.9M | +9% | 23k | 169.66 |
|
| Texas Pacific Land Corp (TPL) | 1.4 | $3.8M | 8.0k | 474.56 |
|
|
| Amazon (AMZN) | 1.3 | $3.6M | +5% | 17k | 208.27 |
|
| Wal-Mart Stores (WMT) | 1.3 | $3.5M | +3% | 28k | 124.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $3.4M | -6% | 16k | 213.67 |
|
| McKesson Corporation (MCK) | 1.2 | $3.4M | NEW | 3.9k | 865.39 |
|
| Eaton Corp SHS (ETN) | 1.2 | $3.3M | +69% | 9.1k | 357.67 |
|
| Meta Platforms Cl A (META) | 1.2 | $3.2M | +173% | 5.6k | 572.16 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $3.1M | +292% | 6.3k | 499.69 |
|
| ConocoPhillips (COP) | 1.0 | $2.8M | -5% | 22k | 132.00 |
|
| Stryker Corporation (SYK) | 1.0 | $2.8M | NEW | 8.4k | 328.60 |
|
| Chevron Corporation (CVX) | 1.0 | $2.7M | +9% | 13k | 206.89 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.9 | $2.5M | 24k | 106.69 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.5M | +6% | 3.9k | 653.19 |
|
| W.W. Grainger (GWW) | 0.9 | $2.4M | NEW | 2.2k | 1090.60 |
|
| Intuit (INTU) | 0.9 | $2.4M | NEW | 5.5k | 432.39 |
|
| Quanta Services (PWR) | 0.7 | $2.0M | -4% | 3.7k | 549.02 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.7 | $2.0M | 27k | 75.19 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $1.9M | +71% | 25k | 76.54 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.9M | 34k | 55.52 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $1.8M | 36k | 50.34 |
|
|
| Raytheon Technologies Corp (RTX) | 0.7 | $1.8M | NEW | 9.5k | 192.89 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $1.8M | +17% | 15k | 124.31 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.6 | $1.8M | 20k | 89.33 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $1.7M | +538% | 17k | 100.66 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.6 | $1.7M | +3% | 36k | 46.19 |
|
| S&p Global (SPGI) | 0.6 | $1.6M | NEW | 3.8k | 425.34 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.6 | $1.6M | +30% | 22k | 73.94 |
|
| Nextera Energy (NEE) | 0.6 | $1.5M | +6% | 17k | 92.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.5M | NEW | 2.7k | 577.84 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.5M | 14k | 113.11 |
|
|
| Marathon Petroleum Corp (MPC) | 0.5 | $1.5M | 6.2k | 244.18 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $1.5M | -12% | 7.1k | 211.15 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $1.5M | -13% | 26k | 58.18 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $1.4M | -2% | 28k | 52.54 |
|
| Pfizer (PFE) | 0.5 | $1.4M | +35% | 51k | 28.08 |
|
| Altria (MO) | 0.5 | $1.4M | +5% | 21k | 65.99 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.4M | +18% | 1.4k | 996.72 |
|
| Home Depot (HD) | 0.5 | $1.4M | -8% | 4.2k | 328.88 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.3M | NEW | 6.4k | 203.19 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $1.3M | -3% | 30k | 42.31 |
|
| Amgen (AMGN) | 0.5 | $1.3M | +31% | 3.6k | 351.80 |
|
| Spdr Index Shs Fds State Street Spd (GNR) | 0.4 | $1.2M | NEW | 16k | 74.67 |
|
| Servicenow (NOW) | 0.4 | $1.2M | NEW | 11k | 104.55 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $1.2M | +4% | 13k | 88.46 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $1.1M | 26k | 44.62 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.1M | +20% | 3.4k | 337.95 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.1M | 5.2k | 217.27 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $1.1M | 41k | 26.20 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $1.1M | +36% | 17k | 61.26 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.0M | NEW | 8.3k | 126.35 |
|
| Cisco Systems (CSCO) | 0.4 | $1.0M | +34% | 13k | 77.59 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.0M | +282% | 16k | 62.56 |
|
| Verizon Communications (VZ) | 0.4 | $984k | +3% | 20k | 50.20 |
|
| Realty Income (O) | 0.3 | $915k | +4% | 15k | 61.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $915k | -5% | 2.9k | 320.85 |
|
| Tesla Motors (TSLA) | 0.3 | $904k | -14% | 2.4k | 371.75 |
|
| TJX Companies (TJX) | 0.3 | $898k | 5.6k | 159.70 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.3 | $895k | -3% | 20k | 45.65 |
|
| Danaher Corporation (DHR) | 0.3 | $895k | -11% | 4.7k | 189.60 |
|
| Chubb (CB) | 0.3 | $891k | +28% | 2.7k | 325.93 |
|
| Morgan Stanley Com New (MS) | 0.3 | $876k | -13% | 5.3k | 164.57 |
|
| Uber Technologies (UBER) | 0.3 | $868k | NEW | 12k | 71.93 |
|
| Cme (CME) | 0.3 | $867k | 2.9k | 295.35 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $863k | +255% | 6.8k | 127.73 |
|
| Abbvie (ABBV) | 0.3 | $858k | +43% | 3.9k | 217.49 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $850k | -2% | 9.0k | 94.95 |
|
| Global X Fds Superdividend (SDIV) | 0.3 | $831k | +3% | 33k | 25.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $817k | 3.3k | 248.00 |
|
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $817k | +2% | 17k | 49.37 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.3 | $815k | +3% | 10k | 79.90 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $806k | +2% | 27k | 30.32 |
|
| Global X Fds Russell 2000 (RYLD) | 0.3 | $772k | +3% | 52k | 14.95 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $762k | +5% | 33k | 23.22 |
|
| Pimco Dynamic Income SHS (PDI) | 0.3 | $760k | +3% | 44k | 17.11 |
|
| Kinder Morgan (KMI) | 0.3 | $759k | -5% | 23k | 33.53 |
|
| Markel Corporation (MKL) | 0.3 | $756k | 395.00 | 1914.07 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $752k | -30% | 10k | 74.35 |
|
| Procter & Gamble Company (PG) | 0.3 | $737k | +2% | 5.1k | 144.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $732k | +2% | 3.8k | 191.81 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $726k | -24% | 19k | 38.42 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $720k | 1.7k | 433.97 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.3 | $704k | -8% | 21k | 33.22 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.3 | $698k | 15k | 46.07 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $693k | NEW | 30k | 22.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $693k | +13% | 27k | 25.64 |
|
| Deere & Company (DE) | 0.2 | $692k | 1.2k | 563.30 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $687k | -16% | 24k | 29.13 |
|
| Merck & Co (MRK) | 0.2 | $656k | +47% | 5.5k | 120.29 |
|
| Medtronic SHS (MDT) | 0.2 | $653k | +61% | 7.5k | 86.65 |
|
| First Tr Exchange-traded Utilities Alph (FXU) | 0.2 | $648k | +28% | 13k | 49.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $640k | 4.5k | 142.43 |
|
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.2 | $637k | +8% | 9.7k | 65.77 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $632k | +8% | 3.3k | 194.14 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $629k | 528.00 | 1190.99 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $612k | 19k | 32.95 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.2 | $610k | 13k | 45.86 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.2 | $603k | -2% | 3.7k | 163.58 |
|
| Pepsi (PEP) | 0.2 | $603k | +137% | 3.9k | 155.29 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $601k | +2% | 2.3k | 257.35 |
|
| At&t (T) | 0.2 | $592k | 20k | 28.99 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $586k | -8% | 11k | 51.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $585k | -48% | 8.4k | 69.75 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $583k | +17% | 11k | 53.35 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $583k | 6.0k | 96.71 |
|
|
| Essential Utils (WTRG) | 0.2 | $580k | 14k | 40.27 |
|
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $578k | +6% | 16k | 36.22 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $563k | +9% | 1.3k | 446.54 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $558k | 11k | 53.22 |
|
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.2 | $555k | -31% | 5.5k | 100.36 |
|
| Union Pacific Corporation (UNP) | 0.2 | $546k | +7% | 2.3k | 242.62 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $546k | NEW | 8.0k | 68.14 |
|
| Casey's General Stores (CASY) | 0.2 | $539k | +12% | 741.00 | 727.86 |
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| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 0.2 | $522k | NEW | 16k | 32.15 |
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $521k | -8% | 11k | 46.67 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $520k | -11% | 1.4k | 367.44 |
|
| Intel Corporation (INTC) | 0.2 | $516k | 12k | 44.13 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $515k | 5.1k | 100.57 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $513k | +8% | 6.5k | 78.66 |
|
| Corning Incorporated (GLW) | 0.2 | $511k | -4% | 3.8k | 135.97 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.2 | $510k | 16k | 31.66 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $508k | +7% | 10k | 50.04 |
|
| Republic Services (RSG) | 0.2 | $507k | 2.3k | 219.02 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $504k | -8% | 11k | 46.91 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $500k | NEW | 7.3k | 68.47 |
|
| Blackrock Etf Trust Disciplined Vola (BDVL) | 0.2 | $492k | -8% | 20k | 24.65 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $490k | -31% | 7.1k | 69.30 |
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.2 | $484k | 20k | 24.31 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $481k | -4% | 4.8k | 99.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $472k | 1.2k | 383.25 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $465k | 5.0k | 93.00 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $460k | 24k | 18.82 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $459k | 4.7k | 97.23 |
|
|
| Waste Management (WM) | 0.2 | $459k | NEW | 2.0k | 229.79 |
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| Southern Company (SO) | 0.2 | $456k | NEW | 4.7k | 96.52 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.2 | $454k | NEW | 5.4k | 84.50 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $451k | -4% | 746.00 | 604.29 |
|
| Honeywell International (HON) | 0.2 | $443k | 2.0k | 226.01 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $441k | 957.00 | 460.99 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $435k | 2.1k | 203.43 |
|
|
| Tema Etf Trust Durable Qty Etf (TOLL) | 0.2 | $435k | +2% | 13k | 33.73 |
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| Linde SHS (LIN) | 0.2 | $431k | 870.00 | 495.76 |
|
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.2 | $430k | 20k | 21.52 |
|
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $427k | -2% | 4.2k | 100.72 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.2 | $427k | NEW | 10k | 41.06 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $423k | +24% | 861.00 | 491.53 |
|
| Air Products & Chemicals (APD) | 0.2 | $422k | 1.5k | 290.49 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $417k | +20% | 5.2k | 80.58 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $417k | NEW | 9.1k | 45.89 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $414k | 3.2k | 130.94 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $414k | 2.0k | 210.03 |
|
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| Ge Vernova (GEV) | 0.1 | $413k | NEW | 473.00 | 872.02 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $412k | +5% | 3.7k | 112.11 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $410k | 1.7k | 237.62 |
|
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| Highwoods Properties (HIW) | 0.1 | $410k | 19k | 21.41 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $407k | +79% | 2.5k | 160.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $406k | 2.7k | 148.10 |
|
|
| United Therapeutics Corporation (UTHR) | 0.1 | $401k | NEW | 677.00 | 592.98 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $399k | +77% | 2.7k | 146.28 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $395k | -15% | 13k | 30.96 |
|
| Stock Yards Ban (SYBT) | 0.1 | $395k | 6.0k | 66.29 |
|
|
| International Business Machines (IBM) | 0.1 | $394k | -4% | 1.6k | 242.42 |
|
| McDonald's Corporation (MCD) | 0.1 | $386k | 1.2k | 310.81 |
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| Comfort Systems USA (FIX) | 0.1 | $385k | NEW | 279.00 | 1379.00 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $382k | 7.6k | 49.95 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $377k | 2.2k | 169.14 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $366k | 1.3k | 286.86 |
|
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| Oracle Corporation (ORCL) | 0.1 | $362k | 2.5k | 147.11 |
|
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| M&T Bank Corporation (MTB) | 0.1 | $357k | 1.7k | 206.72 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $355k | 594.00 | 597.57 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $354k | NEW | 10k | 35.44 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $348k | +13% | 3.2k | 108.99 |
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| Albemarle Corporation (ALB) | 0.1 | $347k | 1.9k | 179.49 |
|
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| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $345k | +74% | 8.8k | 39.39 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $343k | -5% | 6.9k | 49.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $338k | NEW | 2.1k | 161.76 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $338k | 7.1k | 47.72 |
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|
| Trane Technologies SHS (TT) | 0.1 | $336k | -8% | 806.00 | 416.74 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $330k | NEW | 8.4k | 39.28 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $322k | 16k | 20.75 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $321k | 4.8k | 67.53 |
|
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| Netflix (NFLX) | 0.1 | $319k | 3.3k | 96.15 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $317k | +2% | 3.0k | 107.30 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.1 | $311k | +23% | 4.2k | 74.18 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $311k | +2% | 4.9k | 63.91 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $308k | NEW | 2.1k | 146.60 |
|
| Williams Companies (WMB) | 0.1 | $308k | +8% | 4.2k | 72.78 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $308k | NEW | 7.0k | 43.82 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $300k | 9.8k | 30.50 |
|
|
| Capital One Financial (COF) | 0.1 | $299k | 1.6k | 182.43 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $298k | -7% | 9.9k | 30.22 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $296k | NEW | 4.2k | 70.84 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $294k | 4.2k | 70.51 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $292k | NEW | 3.8k | 77.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $292k | NEW | 3.2k | 90.53 |
|
| Consolidated Edison (ED) | 0.1 | $291k | NEW | 2.6k | 113.18 |
|
| Tema Etf Trust American Resh (RSHO) | 0.1 | $287k | 5.8k | 49.78 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $287k | +54% | 734.00 | 390.41 |
|
| Liquidia Corporation Com New (LQDA) | 0.1 | $283k | 7.5k | 37.74 |
|
|
| Weyerhaeuser Com New (WY) | 0.1 | $278k | +13% | 11k | 24.43 |
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $277k | 10k | 27.65 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $274k | NEW | 2.5k | 111.37 |
|
| Abbott Laboratories (ABT) | 0.1 | $264k | +28% | 2.6k | 102.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $257k | NEW | 596.00 | 430.29 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $255k | +3% | 3.5k | 71.83 |
|
| Philip Morris International (PM) | 0.1 | $254k | 1.5k | 165.34 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $251k | NEW | 1.0k | 250.73 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $248k | -6% | 4.1k | 60.64 |
|
| Gladstone Ld (LAND) | 0.1 | $247k | NEW | 24k | 10.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $246k | NEW | 2.1k | 114.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $244k | -59% | 5.0k | 48.75 |
|
| Coca-Cola Company (KO) | 0.1 | $240k | +8% | 3.2k | 76.06 |
|
| Lowe's Companies (LOW) | 0.1 | $233k | NEW | 988.00 | 236.28 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $233k | NEW | 3.5k | 67.07 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $228k | -2% | 965.00 | 236.30 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $227k | 2.0k | 113.61 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $226k | 943.00 | 239.99 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $226k | +8% | 3.2k | 70.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $222k | 623.00 | 356.56 |
|
|
| Micron Technology (MU) | 0.1 | $220k | -10% | 651.00 | 337.84 |
|
| Target Corporation (TGT) | 0.1 | $219k | NEW | 1.8k | 121.20 |
|
| Principal Financial (PFG) | 0.1 | $218k | 2.4k | 90.11 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $218k | NEW | 21k | 10.18 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $217k | NEW | 497.00 | 436.54 |
|
| Neos Etf Trust S&p 500 Hedged E (SPYH) | 0.1 | $213k | 4.0k | 52.61 |
|
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $204k | 3.1k | 65.97 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $203k | NEW | 1.5k | 133.20 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $202k | NEW | 1.4k | 144.95 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $136k | +117% | 44k | 3.07 |
|
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $130k | NEW | 12k | 10.69 |
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $127k | NEW | 27k | 4.62 |
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.0 | $123k | -39% | 11k | 11.71 |
|
| Aberdeen Income Cred Strat (ACP) | 0.0 | $102k | NEW | 20k | 5.10 |
|
| T1 Energy Com New (TE) | 0.0 | $64k | 15k | 4.39 |
|
|
| Ideal Pwr Com New (IPWR) | 0.0 | $57k | NEW | 20k | 2.83 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $50k | NEW | 10k | 4.96 |
|
| Denison Mines Corp (DNN) | 0.0 | $44k | 13k | 3.53 |
|
|
| Sealsq Corp Ord Shs (LAES) | 0.0 | $41k | +30% | 16k | 2.62 |
|
| Solid Power Class A Com (SLDP) | 0.0 | $33k | NEW | 11k | 3.00 |
|
| Blaize Hldgs (BZAI) | 0.0 | $31k | +28% | 17k | 1.82 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $28k | NEW | 13k | 2.26 |
|
| Sidus Space Cl A Com New (SIDU) | 0.0 | $28k | 12k | 2.32 |
|
|
| Ess Tech Com New (GWH) | 0.0 | $18k | NEW | 16k | 1.17 |
|
| Arbe Robotics Ordinary Shares (ARBE) | 0.0 | $17k | 27k | 0.61 |
|
Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2026 Q1 filed May 13, 2026
- Resurgent Financial Advisors 2025 Q4 filed Feb. 12, 2026
- 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