Resurgent Financial Advisors

Resurgent Financial Advisors as of Sept. 30, 2025

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