Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $161 Million
  • Q1 2025

Resurgent Financial Advisors LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.43M, Microsoft Corp with a value of $8.24M, Berkshire Hathaway Inc Class B with a value of $6.17M, Jpmorgan Chase & CO with a value of $4.79M, and Spdr S&P 500 ETF Trust with a value of $4.27M.

Examining the 13F form we can see an decrease of $6.62M in the current position value, from $168M to 161M.

Resurgent Financial Advisors LLC is based out at Atlanta, GA

Below you can find more details about Resurgent Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $60.3 Million
Technology: $25.2 Million
Financial Services: $20.7 Million
Energy: $12.7 Million
Healthcare: $10.6 Million
Communication Services: $7.46 Million
Consumer Cyclical: $7.21 Million
Industrials: $6.95 Million
Other: $9.99 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$8.43 Million 5.23% of portfolio
37,953
Q1 2025 Reduced 1.55%
$3.51T
$8.24 Million 5.12% of portfolio
21,955
Q1 2025 Added 0.62%
$648B
$6.17 Million 3.83% of portfolio
11,584
Q1 2025 Added 0.55%
$788B
$4.79 Million 2.97% of portfolio
19,522
Q1 2025 Reduced 1.99%
$0
$4.27 Million 2.65% of portfolio
7,630
Q1 2025 Added 14.22%
$0
$4 Million 2.48% of portfolio
21,945
Q1 2025 Added 5.61%
$0
$3.97 Million 2.46% of portfolio
21,084
Q1 2025 Reduced 2.09%
$8.48B
$3.62 Million 2.25% of portfolio
2,733
Q1 2024 Added 200.0%
$359B
$3.49 Million 2.17% of portfolio
32,212
Q1 2025 Reduced 5.57%
$2.22T
$3.02 Million 1.88% of portfolio
15,881
Q1 2025 Added 4.58%
$993B
$2.95 Million 1.83% of portfolio
19,059
Q1 2025 Added 9.06%
$0
$2.86 Million 1.77% of portfolio
5,085
Q1 2025 Reduced 5.73%
$377B
$2.47 Million 1.53% of portfolio
6,738
Q1 2025 Reduced 8.31%
$116B
$2.32 Million 1.44% of portfolio
22,066
Q1 2025 Added 2.0%
$0
$2.19 Million 1.36% of portfolio
47,521
Q1 2025 Added 0.46%
$409B
$2.14 Million 1.33% of portfolio
12,927
Q1 2025 Reduced 1.93%
$447B
$2.02 Million 1.25% of portfolio
16,989
Q1 2025 Reduced 0.48%
$0
$1.75 Million 1.08% of portfolio
22,014
Q1 2025 Reduced 0.95%
$0
$1.72 Million 1.07% of portfolio
25,936
Q1 2025 Added 2.08%
$129B
$1.67 Million 1.04% of portfolio
6,147
Q1 2025 Reduced 9.4%
$281B
$1.65 Million 1.03% of portfolio
9,891
Q1 2025 Reduced 2.73%
$0
$1.63 Million 1.01% of portfolio
9,553
Q1 2025 Added 8.95%
$606B
$1.59 Million 0.99% of portfolio
4,531
Q1 2025 Added 0.6%
$0
$1.52 Million 0.94% of portfolio
23,137
Q1 2025 Reduced 9.03%
$0
$1.46 Million 0.91% of portfolio
29,559
Q1 2025 Added 0.91%
$0
$1.45 Million 0.9% of portfolio
28,087
Q1 2025 Reduced 0.88%
$0
$1.42 Million 0.88% of portfolio
15,329
Q1 2025 Added 2.08%
$223B
$1.39 Million 0.86% of portfolio
11,905
Q1 2025 Added 55.54%
$0
$1.31 Million 0.81% of portfolio
12,530
Q1 2025 Added 0.79%
$446B
$1.26 Million 0.78% of portfolio
1,334
Q4 2024 Added 2.54%
$49.9B
$1.2 Million 0.74% of portfolio
4,714
Q1 2025 Added 3.17%
$143B
$1.2 Million 0.74% of portfolio
16,879
Q1 2025 Added 7.67%
$147B
$1.18 Million 0.73% of portfolio
5,746
Q1 2025 Added 4.82%
$157B
$1.11 Million 0.69% of portfolio
3,564
Q1 2025 Reduced 2.3%
$187B
$1.1 Million 0.69% of portfolio
2,230
Q1 2025 Added 8.62%
$0
$1.11 Million 0.69% of portfolio
17,431
Q1 2025 Reduced 0.1%
$95.6B
$1.06 Million 0.66% of portfolio
3,995
Q1 2025 Added 0.35%
$0
$1.05 Million 0.65% of portfolio
21,570
Q1 2025 Added 2.5%
$0
$1.03 Million 0.64% of portfolio
24,233
Q1 2025 Added 8.43%
$0
$1.03 Million 0.64% of portfolio
5,404
Q1 2025 Added 38.74%
$0
$1.01 Million 0.63% of portfolio
10,766
Q1 2025 Reduced 10.2%
$0
$1.01 Million 0.62% of portfolio
5,398
Q1 2025 Added 8.33%
$0
$1 Million 0.62% of portfolio
12,084
Q1 2025 Added 1.77%
$4.64B
$944,000 0.59% of portfolio
31,689
Q1 2025 Added 0.35%
$81.1B
$956,000 0.59% of portfolio
6,564
Q1 2025 Reduced 25.09%
$536B
$941,000 0.58% of portfolio
1,010
Q1 2025 Added 234.44%
$0
$914,000 0.57% of portfolio
18,168
Q1 2025 Added 38.07%
$0
$879,000 0.55% of portfolio
16,068
Q1 2025 Reduced 1.19%
$1.5T
$891,000 0.55% of portfolio
1,546
Q1 2025 Added 11.3%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $161 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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