Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025

Resurgent Financial Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.6M, Apple Inc. with a value of $9.52M, Berkshire Hathaway Inc Class B with a value of $6.12M, Nvidia Corp with a value of $5.91M, and Jpmorgan Chase & CO with a value of $5.58M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $174M to 189M.

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 $189 Million
ETFs: $74 Million
Technology: $37.1 Million
Financial Services: $20.7 Million
Energy: $11.5 Million
Communication Services: $9.87 Million
Consumer Cyclical: $8.95 Million
Healthcare: $8.19 Million
Industrials: $7.64 Million
Other: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$11.6 Million 6.11% of portfolio
22,332
Q3 2025 Reduced 0.91%
$4.38T
$9.52 Million 5.03% of portfolio
37,389
Q3 2025 Reduced 3.38%
$662B
$6.12 Million 3.24% of portfolio
12,182
Q3 2025 Added 3.03%
$474B
$5.91 Million 3.13% of portfolio
31,696
Q3 2025 Reduced 2.04%
$891B
$5.58 Million 2.95% of portfolio
17,704
Q3 2025 Reduced 11.55%
$0
$4.76 Million 2.52% of portfolio
7,145
Q3 2025 Reduced 1.35%
$1.65T
$4.43 Million 2.34% of portfolio
18,207
Q3 2025 Reduced 1.68%
$0
$3.91 Million 2.07% of portfolio
21,484
Q3 2025 Reduced 1.2%
$0
$3.71 Million 1.96% of portfolio
18,204
Q3 2025 Reduced 7.32%
$2.39T
$3.66 Million 1.94% of portfolio
16,682
Q3 2025 Added 2.17%
$278B
$2.83 Million 1.5% of portfolio
27,476
Q3 2025 Added 2.39%
$371B
$2.69 Million 1.42% of portfolio
6,627
Q3 2025 Reduced 4.43%
$7.89B
$2.51 Million 1.33% of portfolio
2,690
Q3 2025 Reduced 0.74%
$0
$2.5 Million 1.32% of portfolio
3,732
Q3 2025 Reduced 8.53%
$241M
$2.49 Million 1.32% of portfolio
23,000
Q3 2025 New
$116B
$2.21 Million 1.17% of portfolio
23,394
Q3 2025 Added 1.1%
$497B
$2.1 Million 1.11% of portfolio
18,614
Q3 2025 Added 1.37%
$140B
$2.07 Million 1.09% of portfolio
5,526
Q3 2025 Reduced 11.54%
$0
$2.04 Million 1.08% of portfolio
35,475
Q3 2025 Reduced 0.11%
$0
$1.89 Million 1.0% of portfolio
25,800
Q3 2025 Added 3.43%
$0
$1.82 Million 0.96% of portfolio
36,201
Q3 2025 Added 50.66%
$61.4B
$1.78 Million 0.94% of portfolio
4,294
Q3 2025 Reduced 2.65%
$0
$1.72 Million 0.91% of portfolio
19,778
Q3 2025 Reduced 2.74%
$0
$1.73 Million 0.91% of portfolio
22,653
Q3 2025 New
$0
$1.7 Million 0.9% of portfolio
28,649
Q3 2025 Added 26.24%
$139B
$1.64 Million 0.87% of portfolio
4,979
Q3 2025 Reduced 6.83%
$0
$1.63 Million 0.86% of portfolio
34,818
Q3 2025 Reduced 14.86%
$1.37T
$1.59 Million 0.84% of portfolio
2,162
Q3 2025 Added 30.24%
$0
$1.6 Million 0.84% of portfolio
13,214
Q3 2025 Reduced 3.61%
$102B
$1.55 Million 0.82% of portfolio
10,815
Q3 2025 Reduced 5.55%
$309B
$1.54 Million 0.81% of portfolio
9,891
Q3 2025 Reduced 1.28%
$0
$1.52 Million 0.8% of portfolio
29,063
Q3 2025 Reduced 2.59%
$0
$1.4 Million 0.74% of portfolio
11,807
Q3 2025 Added 3.37%
$0
$1.31 Million 0.69% of portfolio
6,751
Q3 2025 Reduced 27.78%
$495B
$1.3 Million 0.69% of portfolio
1,086
Q3 2025 Reduced 1.45%
$540B
$1.27 Million 0.67% of portfolio
3,728
Q3 2025 Reduced 10.23%
$0
$1.24 Million 0.66% of portfolio
28,615
Q3 2025 Added 17.7%
$165B
$1.22 Million 0.65% of portfolio
16,181
Q3 2025 Reduced 8.54%
$0
$1.21 Million 0.64% of portfolio
5,856
Q3 2025 Added 1.93%
$99.7B
$1.2 Million 0.63% of portfolio
6,226
Q3 2025 Reduced 5.24%
$0
$1.17 Million 0.62% of portfolio
17,229
Q3 2025 Reduced 19.07%
$409B
$1.14 Million 0.6% of portfolio
1,232
Q3 2025 Reduced 9.74%
$0
$1.11 Million 0.58% of portfolio
12,344
Q3 2025 Added 2.93%
$0
$1.09 Million 0.58% of portfolio
5,220
Q3 2025 Reduced 2.36%
$0
$1.06 Million 0.56% of portfolio
13,503
Q3 2025 Added 9.21%
$0
$1.03 Million 0.55% of portfolio
4,277
Q3 2025 Reduced 30.69%
$0
$1.03 Million 0.55% of portfolio
16,479
Q3 2025 Reduced 4.74%
$1.28T
$1.03 Million 0.54% of portfolio
2,306
Q3 2025 Added 5.68%
$278B
$985,000 0.52% of portfolio
6,200
Q3 2025 Reduced 27.24%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $189 Million
  • Prior Value $174 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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