Resurgent Financial Advisors
Latest statistics and disclosures from Resurgent Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AAPL, MSFT, BRK.B, and represent 21.38% of Resurgent Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, AMAT, AAPL, NVDA, MSFT, MU, BRK.B, ASML, AVGO, HD.
- Started 70 new stock positions in DIS, RY, HONA, PH, C, SOXX, GILD, IUSG, URI, BUCK.
- Reduced shares in these 10 stocks: INTU, SPY, ADP, SGOV, MKL, EFV, QUAL, ITOT, COWZ, .
- Sold out of its positions in ADP, GWH, EOSE, FSK, CLIP, Honeywell International, INTU, ISRG, ITOT, EFV. QUAL, IEUR, IAGG, KTOS, MKL, MINT, PLUG, VRTX.
- Resurgent Financial Advisors was a net buyer of stock by $59M.
- Resurgent Financial Advisors has $360M in assets under management (AUM), dropping by 29.83%.
- Central Index Key (CIK): 0001912339
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Portfolio Holdings for Resurgent Financial Advisors
Resurgent Financial Advisors holds 308 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $19M | +22% | 54k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 4.8 | $17M | +22% | 86k | 200.09 |
|
| Apple (AAPL) | 4.4 | $16M | +25% | 55k | 289.36 |
|
| Microsoft Corporation (MSFT) | 4.2 | $15M | +21% | 40k | 373.02 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $9.4M | +24% | 19k | 500.39 |
|
| Visa Com Cl A (V) | 1.9 | $6.8M | +31% | 20k | 343.09 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $6.7M | +17% | 5.6k | 1199.38 |
|
| Broadcom (AVGO) | 1.8 | $6.5M | +35% | 17k | 377.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $5.7M | +8% | 24k | 236.62 |
|
| Johnson & Johnson (JNJ) | 1.6 | $5.7M | +13% | 22k | 253.97 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $5.5M | +3% | 17k | 327.34 |
|
| Amazon (AMZN) | 1.4 | $5.0M | +21% | 21k | 238.34 |
|
| Meta Platforms Cl A (META) | 1.3 | $4.8M | +51% | 8.5k | 563.31 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $4.6M | -31% | 6.1k | 746.83 |
|
| Eaton Corp SHS (ETN) | 1.2 | $4.5M | +14% | 11k | 426.12 |
|
| W.W. Grainger (GWW) | 1.2 | $4.3M | +42% | 3.1k | 1360.25 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $3.8M | +17% | 7.4k | 513.57 |
|
| McKesson Corporation (MCK) | 1.0 | $3.7M | +26% | 4.9k | 755.63 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $3.6M | -6% | 15k | 242.43 |
|
| Stryker Corporation (SYK) | 1.0 | $3.5M | +33% | 11k | 314.83 |
|
| Texas Pacific Land Corp (TPL) | 1.0 | $3.5M | 8.0k | 437.64 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $3.4M | +8% | 30k | 113.26 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $3.4M | +18% | 4.6k | 748.89 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $3.4M | +8% | 25k | 136.72 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.9 | $3.3M | +46% | 37k | 87.88 |
|
| Applied Materials (AMAT) | 0.9 | $3.3M | NEW | 4.5k | 723.06 |
|
| Home Depot (HD) | 0.9 | $3.1M | +112% | 8.9k | 352.70 |
|
| Micron Technology (MU) | 0.9 | $3.1M | +307% | 2.7k | 1154.29 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.7 | $2.6M | +54% | 56k | 46.15 |
|
| Quanta Services (PWR) | 0.7 | $2.5M | -3% | 3.5k | 720.04 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.7 | $2.5M | +4% | 28k | 90.10 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.4M | +36% | 13k | 189.73 |
|
| Chevron Corporation (CVX) | 0.7 | $2.4M | +11% | 14k | 165.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.2M | +2% | 15k | 148.31 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $2.2M | +2% | 35k | 61.46 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.6 | $2.1M | -14% | 20k | 105.44 |
|
| ConocoPhillips (COP) | 0.6 | $2.1M | -4% | 21k | 103.96 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $2.0M | +37% | 11k | 176.32 |
|
| S&p Global (SPGI) | 0.5 | $1.9M | +21% | 4.7k | 407.26 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $1.9M | 20k | 96.32 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.9M | 14k | 137.53 |
|
|
| Cisco Systems (CSCO) | 0.5 | $1.8M | +15% | 16k | 117.46 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $1.8M | +2% | 26k | 68.01 |
|
| Nextera Energy (NEE) | 0.5 | $1.8M | +20% | 20k | 87.77 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.7M | NEW | 874.00 | 1989.55 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $1.7M | +6% | 24k | 73.66 |
|
| Amgen (AMGN) | 0.5 | $1.7M | +30% | 4.7k | 362.14 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.7M | +3% | 3.5k | 477.61 |
|
| Intel Corporation (INTC) | 0.5 | $1.6M | 12k | 139.63 |
|
|
| Deere & Company (DE) | 0.5 | $1.6M | +110% | 2.6k | 634.33 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $1.6M | 6.3k | 255.67 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.6M | -19% | 2.1k | 736.45 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.5M | +24% | 2.7k | 580.91 |
|
| Altria (MO) | 0.4 | $1.5M | 21k | 71.95 |
|
|
| Abbvie (ABBV) | 0.4 | $1.5M | +50% | 5.9k | 251.64 |
|
| Corning Incorporated (GLW) | 0.4 | $1.5M | +55% | 5.9k | 255.43 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $1.5M | -6% | 26k | 56.52 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | +12% | 1.6k | 935.74 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.4M | -21% | 28k | 50.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.4M | -14% | 6.1k | 227.06 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.4M | +130% | 8.5k | 161.54 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.4 | $1.4M | +26% | 8.6k | 158.25 |
|
| Servicenow (NOW) | 0.4 | $1.3M | +16% | 13k | 99.28 |
|
| Pfizer (PFE) | 0.4 | $1.3M | +3% | 53k | 24.08 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $1.2M | 13k | 93.38 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.2M | -3% | 29k | 42.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.2M | -6% | 4.9k | 243.01 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.1M | +2% | 5.5k | 209.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.1M | +43% | 39k | 29.43 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $1.1M | +4% | 43k | 26.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.1M | +99% | 1.5k | 763.14 |
|
| Chubb (CB) | 0.3 | $1.1M | +17% | 3.2k | 340.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.1M | +7% | 3.5k | 300.45 |
|
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.3 | $1.1M | 16k | 67.31 |
|
|
| Southern Company (SO) | 0.3 | $1.1M | +132% | 11k | 95.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.0M | 2.8k | 369.98 |
|
|
| Tesla Motors (TSLA) | 0.3 | $1.0M | 2.5k | 420.60 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.0M | +83% | 868.00 | 1174.32 |
|
| Uber Technologies (UBER) | 0.3 | $1.0M | +16% | 14k | 72.16 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.3 | $985k | NEW | 35k | 28.05 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $980k | 26k | 38.23 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $977k | +6% | 18k | 53.11 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $970k | +204% | 8.3k | 116.67 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $965k | +675% | 11k | 87.91 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $953k | -3% | 19k | 50.39 |
|
| Realty Income (O) | 0.3 | $949k | +2% | 15k | 61.96 |
|
| Merck & Co (MRK) | 0.3 | $942k | +34% | 7.3k | 128.50 |
|
| Palo Alto Networks (PANW) | 0.3 | $923k | +6% | 2.7k | 341.02 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $917k | +4% | 17k | 53.09 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $902k | -6% | 3.0k | 298.07 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $895k | +5% | 9.5k | 94.52 |
|
| Global X Fds Russell 2000 (RYLD) | 0.2 | $882k | +6% | 55k | 15.99 |
|
| TJX Companies (TJX) | 0.2 | $882k | +3% | 5.8k | 151.50 |
|
| Coca-Cola Company (KO) | 0.2 | $878k | +242% | 11k | 81.27 |
|
| Verizon Communications (VZ) | 0.2 | $876k | +5% | 21k | 42.34 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.2 | $875k | +4% | 11k | 81.74 |
|
| Global X Fds Superdividend (SDIV) | 0.2 | $864k | +7% | 35k | 24.44 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $849k | +4% | 28k | 30.49 |
|
| Procter & Gamble Company (PG) | 0.2 | $836k | +11% | 5.7k | 146.63 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $826k | +8% | 36k | 23.13 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.2 | $815k | +37% | 22k | 36.60 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.2 | $806k | -17% | 15k | 52.72 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $797k | +7% | 48k | 16.70 |
|
| Freeport Mcmoran CL B (FCX) | 0.2 | $793k | NEW | 13k | 62.89 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $786k | +17% | 7.7k | 102.30 |
|
| Kinder Morgan (KMI) | 0.2 | $784k | +8% | 25k | 31.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $777k | +90% | 1.1k | 686.82 |
|
| Pepsi (PEP) | 0.2 | $770k | +46% | 5.7k | 135.41 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $759k | +36% | 10k | 76.11 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $756k | -5% | 22k | 33.84 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.2 | $752k | -6% | 20k | 37.94 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $744k | -7% | 1.1k | 655.62 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $740k | +7% | 33k | 22.78 |
|
| Booking Holdings (BKNG) | 0.2 | $725k | NEW | 4.1k | 178.24 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $725k | +3% | 16k | 46.05 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $709k | 2.3k | 306.30 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $706k | +2% | 1.7k | 415.29 |
|
| Ge Aerospace Com New (GE) | 0.2 | $701k | NEW | 1.9k | 373.72 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $697k | +80% | 3.8k | 185.22 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.2 | $696k | 3.6k | 191.75 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $685k | +103% | 2.5k | 270.32 |
|
| Comfort Systems USA (FIX) | 0.2 | $680k | +22% | 343.00 | 1981.98 |
|
| Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) | 0.2 | $678k | +2% | 9.9k | 68.16 |
|
| First Tr Exchange-traded Utilities Alph (FXU) | 0.2 | $673k | +4% | 14k | 49.34 |
|
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $644k | -2% | 514.00 | 1253.59 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $639k | +153% | 5.4k | 117.67 |
|
| Union Pacific Corporation (UNP) | 0.2 | $626k | +2% | 2.3k | 272.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $624k | -11% | 6.2k | 100.28 |
|
| Casey's General Stores (CASY) | 0.2 | $620k | +5% | 780.00 | 794.79 |
|
| Highwoods Properties (HIW) | 0.2 | $611k | +5% | 20k | 30.16 |
|
| Celestica (CLS) | 0.2 | $609k | NEW | 1.7k | 364.80 |
|
| Raymond James Financial (RJF) | 0.2 | $607k | NEW | 4.0k | 152.03 |
|
| Liquidia Corporation Com New (LQDA) | 0.2 | $598k | 7.5k | 79.73 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $596k | -4% | 5.7k | 103.96 |
|
| Medtronic SHS (MDT) | 0.2 | $589k | 7.5k | 78.23 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.2 | $584k | +11% | 12k | 50.37 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $582k | +35% | 11k | 53.47 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $578k | NEW | 897.00 | 644.06 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $570k | +5% | 12k | 49.41 |
|
| Oracle Corporation (ORCL) | 0.2 | $562k | +56% | 3.8k | 146.55 |
|
| Blackrock Etf Trust Disc Vola Eq Etf (BDVL) | 0.2 | $561k | +8% | 22k | 25.98 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $558k | NEW | 6.2k | 89.85 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $552k | +6% | 5.0k | 110.32 |
|
| Essential Utils (WTRG) | 0.2 | $552k | 14k | 38.31 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $551k | -68% | 5.5k | 100.67 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $551k | 10k | 53.17 |
|
|
| International Business Machines (IBM) | 0.2 | $549k | +19% | 2.0k | 281.21 |
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.2 | $544k | 20k | 27.74 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $542k | -25% | 8.3k | 65.61 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $539k | -22% | 6.5k | 82.83 |
|
| Tema Etf Trust Durable Qty Etf (TOLL) | 0.1 | $539k | 13k | 41.75 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $532k | +44% | 6.9k | 77.11 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $532k | -4% | 10k | 51.78 |
|
| Bandwidth Com Cl A (BAND) | 0.1 | $531k | NEW | 8.4k | 63.30 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $526k | +3% | 17k | 31.73 |
|
| Waste Management (WM) | 0.1 | $521k | +16% | 2.3k | 222.88 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $519k | +41% | 958.00 | 541.83 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $516k | 1.7k | 302.97 |
|
|
| MercadoLibre (MELI) | 0.1 | $513k | NEW | 302.00 | 1697.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $505k | +12% | 1.4k | 353.34 |
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $501k | 20k | 25.04 |
|
|
| Republic Services (RSG) | 0.1 | $492k | 2.3k | 213.08 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $489k | 4.9k | 98.98 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $487k | +26% | 9.7k | 50.23 |
|
| Citigroup Com New (C) | 0.1 | $486k | NEW | 3.5k | 139.96 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $485k | NEW | 3.6k | 133.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $485k | NEW | 3.9k | 124.44 |
|
| Danaher Corporation (DHR) | 0.1 | $484k | -46% | 2.5k | 190.48 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.1 | $484k | +3% | 25k | 19.06 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $481k | +40% | 12k | 40.72 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $480k | 2.9k | 165.38 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $468k | +9% | 5.9k | 79.20 |
|
| Stock Yards Ban (SYBT) | 0.1 | $455k | 6.0k | 76.47 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $455k | -3% | 12k | 36.87 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $450k | NEW | 19k | 23.42 |
|
| Linde SHS (LIN) | 0.1 | $447k | 862.00 | 518.94 |
|
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.1 | $446k | -35% | 10k | 43.11 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $443k | +2% | 883.00 | 501.36 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.1 | $441k | NEW | 8.8k | 50.29 |
|
| Air Products & Chemicals (APD) | 0.1 | $436k | +2% | 1.5k | 293.18 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $435k | +5% | 9.6k | 45.34 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $434k | +30% | 2.7k | 158.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $433k | 2.7k | 158.03 |
|
|
| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.1 | $430k | NEW | 12k | 35.62 |
|
| United Rentals (URI) | 0.1 | $427k | NEW | 377.00 | 1132.89 |
|
| Digital Realty Trust (DLR) | 0.1 | $417k | NEW | 2.3k | 179.58 |
|
| Weyerhaeuser Com New (WY) | 0.1 | $401k | +47% | 17k | 23.94 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $401k | +24% | 1.2k | 342.83 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $399k | -60% | 6.4k | 62.20 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $397k | +31% | 4.6k | 87.04 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $392k | +65% | 6.8k | 57.62 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $385k | 756.00 | 509.76 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $380k | -5% | 3.0k | 126.58 |
|
| Metropcs Communications (TMUS) | 0.1 | $380k | +14% | 2.3k | 167.73 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $380k | NEW | 2.2k | 174.26 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $379k | +13% | 7.9k | 47.68 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $373k | 7.0k | 53.61 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $370k | -38% | 8.1k | 45.58 |
|
| Tema Etf Trust Us Manufacturing | 0.1 | $370k | +2% | 5.9k | 62.87 |
|
| Trane Technologies SHS (TT) | 0.1 | $369k | -6% | 751.00 | 491.16 |
|
| Kla Corp Com New (KLAC) | 0.1 | $362k | NEW | 1.2k | 301.71 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $360k | +3% | 3.3k | 109.07 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $358k | +8% | 5.3k | 67.58 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $357k | NEW | 2.1k | 169.88 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $357k | -3% | 8.5k | 42.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $353k | +60% | 959.00 | 368.38 |
|
| Shell Spon Ads (SHEL) | 0.1 | $353k | -8% | 4.6k | 77.54 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $351k | +40% | 5.9k | 59.71 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.1 | $349k | +97% | 3.0k | 115.98 |
|
| Bank of America Corporation (BAC) | 0.1 | $344k | +20% | 6.0k | 56.98 |
|
| M&T Bank Corporation (MTB) | 0.1 | $342k | -16% | 1.4k | 238.01 |
|
| Williams Companies (WMB) | 0.1 | $337k | +7% | 4.5k | 74.34 |
|
| Honeywell International (HON) | 0.1 | $331k | NEW | 1.5k | 223.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $330k | +671% | 3.8k | 86.14 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $330k | NEW | 2.1k | 156.33 |
|
| Cme (CME) | 0.1 | $328k | -49% | 1.5k | 220.83 |
|
| Cintas Corporation (CTAS) | 0.1 | $328k | -13% | 1.9k | 170.08 |
|
| Honeywell Aerospace (HONA) | 0.1 | $327k | NEW | 1.5k | 221.08 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $322k | -48% | 9.7k | 33.29 |
|
| Caterpillar (CAT) | 0.1 | $321k | NEW | 301.00 | 1066.27 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $320k | -12% | 3.1k | 103.45 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $316k | -36% | 3.3k | 96.49 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $313k | NEW | 489.00 | 640.76 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $311k | 2.0k | 155.57 |
|
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.1 | $311k | 4.2k | 74.24 |
|
|
| Consolidated Edison (ED) | 0.1 | $306k | +7% | 2.8k | 110.63 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $305k | +6% | 7.6k | 40.23 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $304k | 10k | 30.17 |
|
|
| Philip Morris International (PM) | 0.1 | $303k | +9% | 1.7k | 180.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $301k | 2.4k | 124.42 |
|
|
| National Fuel Gas (NFG) | 0.1 | $299k | NEW | 3.9k | 77.21 |
|
| Netflix (NFLX) | 0.1 | $297k | +25% | 4.2k | 71.40 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $296k | -4% | 3.1k | 96.58 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $294k | NEW | 1.4k | 205.02 |
|
| Innovator Etfs Trust Equity Dual Dirc (DDTS) | 0.1 | $291k | NEW | 13k | 22.51 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $282k | +10% | 11k | 25.94 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $277k | NEW | 30k | 9.22 |
|
| Host Hotels & Resorts (HST) | 0.1 | $276k | NEW | 12k | 23.71 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.1 | $274k | NEW | 1.2k | 221.00 |
|
| Albemarle Corporation (ALB) | 0.1 | $274k | +4% | 2.0k | 135.06 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $273k | NEW | 1.9k | 144.48 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $272k | NEW | 2.2k | 124.76 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $268k | -54% | 5.1k | 52.34 |
|
| Targa Res Corp (TRGP) | 0.1 | $268k | 1.0k | 268.14 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $266k | -17% | 3.1k | 85.49 |
|
| At&t (T) | 0.1 | $265k | -37% | 13k | 20.70 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $262k | 956.00 | 273.64 |
|
|
| Principal Financial (PFG) | 0.1 | $260k | 2.4k | 107.78 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $260k | +14% | 1.6k | 163.45 |
|
| Capital One Financial (COF) | 0.1 | $258k | -21% | 1.3k | 200.62 |
|
| AFLAC Incorporated (AFL) | 0.1 | $256k | NEW | 2.2k | 117.23 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $252k | NEW | 5.1k | 49.82 |
|
| Gladstone Ld (LAND) | 0.1 | $251k | +21% | 30k | 8.53 |
|
| Kinross Gold Corp (KGC) | 0.1 | $251k | NEW | 11k | 23.62 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $251k | 16k | 16.16 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $251k | NEW | 3.0k | 82.64 |
|
| Abbott Laboratories (ABT) | 0.1 | $250k | +7% | 2.8k | 90.74 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $247k | -41% | 2.5k | 100.35 |
|
| Ameriprise Financial (AMP) | 0.1 | $245k | NEW | 533.00 | 458.76 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $244k | NEW | 8.9k | 27.41 |
|
| Walt Disney Company (DIS) | 0.1 | $243k | NEW | 2.5k | 96.25 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $242k | -4% | 592.00 | 409.50 |
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $240k | 10k | 23.98 |
|
|
| Target Corporation (TGT) | 0.1 | $238k | 1.8k | 130.61 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $238k | NEW | 7.5k | 31.61 |
|
| Rbc Cad (RY) | 0.1 | $237k | NEW | 1.1k | 206.97 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $236k | 3.1k | 76.16 |
|
|
| 3M Company (MMM) | 0.1 | $232k | NEW | 1.4k | 161.91 |
|
| American Express Company (AXP) | 0.1 | $226k | NEW | 669.00 | 338.41 |
|
| Neos Etf Trust S&p 500 Hedg Etf (SPYH) | 0.1 | $225k | 4.0k | 55.79 |
|
|
| Tema Etf Trust Electrification (VOLT) | 0.1 | $225k | NEW | 5.4k | 41.89 |
|
| Nucor Corporation (NUE) | 0.1 | $224k | NEW | 1.0k | 222.75 |
|
| Lumentum Hldgs (LITE) | 0.1 | $223k | NEW | 260.00 | 858.06 |
|
| Gilead Sciences (GILD) | 0.1 | $223k | NEW | 1.8k | 126.34 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $222k | -35% | 6.4k | 34.81 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $221k | NEW | 1.2k | 188.09 |
|
| Global X Fds Internet Of Thng (SNSR) | 0.1 | $221k | NEW | 4.4k | 49.97 |
|
| Paychex (PAYX) | 0.1 | $221k | NEW | 2.2k | 98.33 |
|
| Lowe's Companies (LOW) | 0.1 | $219k | 995.00 | 220.49 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $219k | NEW | 3.3k | 67.01 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $218k | NEW | 4.3k | 50.57 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $217k | NEW | 2.2k | 96.46 |
|
| Diamondback Energy (FANG) | 0.1 | $215k | NEW | 1.2k | 175.78 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $212k | NEW | 1.2k | 172.27 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $211k | NEW | 216.00 | 978.12 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $206k | NEW | 3.9k | 53.26 |
|
| Grail (GRAL) | 0.1 | $205k | NEW | 3.0k | 68.27 |
|
| Goldman Sachs (GS) | 0.1 | $204k | NEW | 202.00 | 1011.56 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $203k | NEW | 3.5k | 58.26 |
|
| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 0.1 | $194k | NEW | 24k | 8.06 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $170k | +4% | 46k | 3.67 |
|
| T1 Energy Com New (TE) | 0.0 | $163k | +18% | 17k | 9.48 |
|
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $146k | +11% | 14k | 10.78 |
|
| Aberdeen Multi-market Income Sh Ben Int (MMT) | 0.0 | $135k | +11% | 31k | 4.40 |
|
| Ideal Pwr Com New (IPWR) | 0.0 | $129k | +19% | 24k | 5.36 |
|
| Aberdeen Income Cred Strat (ACP) | 0.0 | $112k | +7% | 22k | 5.20 |
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.0 | $112k | 11k | 10.63 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $99k | NEW | 11k | 9.33 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $81k | NEW | 14k | 5.81 |
|
| Sealsq Corp Ord Shs (LAES) | 0.0 | $51k | +2% | 16k | 3.15 |
|
| Denison Mines Corp (DNN) | 0.0 | $38k | 13k | 3.06 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $37k | NEW | 12k | 3.00 |
|
| Sidus Space Cl A Com New (SIDU) | 0.0 | $34k | 12k | 2.81 |
|
|
| Eve Holding Ord (EVEX) | 0.0 | $29k | NEW | 12k | 2.51 |
|
| Solid Power Class A Com (SLDP) | 0.0 | $28k | -3% | 11k | 2.59 |
|
| Largo (LGO) | 0.0 | $25k | NEW | 40k | 0.63 |
|
| Arbe Robotics Ordinary Shares (ARBE) | 0.0 | $23k | 27k | 0.83 |
|
|
| Blaize Hldgs (BZAI) | 0.0 | $21k | -12% | 15k | 1.38 |
|
Past Filings by Resurgent Financial Advisors
SEC 13F filings are viewable for Resurgent Financial Advisors going back to 2021
- Resurgent Financial Advisors 2026 Q2 filed Aug. 14, 2026
- 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