Resurgent Financial Advisors

Resurgent Financial Advisors as of Dec. 31, 2025

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