Resurgent Financial Advisors LLC Purchases in Q2 2025

Resurgent Financial Advisors LLC

  • $174 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
582
+ 2.65%
$354.56 - $497.45 $206K - $290K
22.5K $11.2M
NVDA
Nvidia Corp

Technology
145
+ 0.45%
$94.31 - $157.99 $13.7K - $22.9K
32.4K $5.11M
IWM
Ishares Russell 2000 ETF

ETFs
4.76K
+ 336.11%
$174.82 - $215.79 $831K - $1.03M
6.17K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
493
+ 2.53%
$210.28 - $289.91 $104K - $143K
20K $5.8M
HOOD
Robinhood Markets, Inc.

Technology
594
+ 5.47%
$34.17 - $93.63 $20.3K - $55.6K
11.5K $1.07M
AVGO
Broadcom Inc.

Technology
174
+ 3.37%
$146.29 - $275.65 $25.5K - $48K
5.34K $1.47M
IBM
International Business Machines Corp

Technology
1.99K
New
$221.03 - $294.78 $439K - $585K
1.99K $585K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.75K
New
$100.35 - $100.71 $577K - $579K
5.75K $578K
AMZN
Amazon Com Inc

Consumer Cyclical
447
+ 2.81%
$167.32 - $223.3 $74.8K - $99.8K
16.3K $3.58M
ETN
Eaton Corp PLC

Industrials
100
+ 1.63%
$246.52 - $356.99 $24.7K - $35.7K
6.25K $2.23M
NFLX
Netflix Inc

Communication Services
92
+ 9.11%
$855.86 - $1339.13 $78.7K - $123K
1.1K $1.48M
EFV
Msci Eafe Value ETF

ETFs
7.2K
+ 51.15%
$52.4 - $64.65 $377K - $466K
21.3K $1.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.43K
+ 26.44%
$45.88 - $54.4 $341K - $404K
35.5K $1.93M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8.69K
New
$50.09 - $51.09 $435K - $444K
8.69K $443K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.68K
New
$74.88 - $91.97 $350K - $430K
4.68K $429K
CTA
Simplify Exch Traded Fds Simpl

ETFs
15.7K
New
$26.61 - $29.9 $419K - $470K
15.7K $420K
ORCL
Oracle Corp

Technology
1.14K
+ 62.1%
$122.82 - $218.63 $140K - $249K
2.97K $648K
IEMG
Ishares Inc

ETFs
7.17K
+ 74.18%
N/A
16.8K $903K
TOST
Toast, Inc.

Technology
8.2K
New
$30.03 - $45.23 $246K - $371K
8.2K $363K
ISRG
Intuitive Surgical Inc

Healthcare
468
+ 20.99%
$451.58 - $565.94 $211K - $265K
2.7K $1.47M
META
Meta Platforms, Inc.

Communication Services
114
+ 7.37%
$484.66 - $738.09 $55.3K - $84.1K
1.66K $1.23M
AMD
Advanced Micro Devices Inc

Technology
2.34K
New
$78.21 - $143.81 $183K - $336K
2.34K $331K
CRWD
Crowd Strike Holdings, Inc.

Technology
598
New
$321.63 - $509.31 $192K - $305K
598 $304K
JPIE
J P Morgan Exchange Traded Fd
6.55K
New
$45.12 - $46.32 $296K - $303K
6.55K $303K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.86K
+ 32.25%
$50.28 - $50.47 $295K - $296K
24K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.87K
New
$97.29 - $105.63 $279K - $303K
2.87K $291K
DGRO
Ishares Core Dividend Growth E

ETFs
4.53K
New
$55.22 - $63.94 $250K - $290K
4.53K $289K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.33K
New
$51.1 - $53.29 $272K - $284K
5.33K $284K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.68K
New
$23.14 - $27.82 $224K - $269K
9.68K $264K
PANW
Palo Alto Networks Inc

Technology
1.28K
New
$152.44 - $204.64 $195K - $262K
1.28K $261K
TSLA
Tesla, Inc.

Consumer Cyclical
433
+ 24.76%
$221.86 - $362.89 $96.1K - $157K
2.18K $693K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.8K
New
$82.21 - $83.12 $230K - $233K
2.8K $232K
MGC
Vanguard Mega Cap ETF

ETFs
1K
New
$179.23 - $224.92 $180K - $226K
1K $225K
KMI
Kinder Morgan, Inc.

Energy
6.81K
+ 26.24%
$25.21 - $29.4 $172K - $200K
32.8K $963K
ALL
Allstate Corp

Financial Services
1.09K
+ 65.92%
$180.53 - $212.64 $197K - $232K
2.75K $553K
IWB
Ishares Tr Russell 1000 ETF

ETFs
612
New
$272.36 - $339.57 $167K - $208K
612 $207K
VTV
Vanguard Value ETF

ETFs
1.13K
New
$153.67 - $176.74 $174K - $200K
1.13K $200K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
10.3K
New
$18.21 - $18.97 $187K - $195K
10.3K $194K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.16K
+ 45.57%
$69.8 - $85.28 $151K - $184K
6.91K $573K
DUK
Duke Energy Corp

Utilities
1.68K
+ 48.95%
$112.46 - $124.05 $189K - $208K
5.1K $602K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.12K
+ 5.21%
$43.53 - $54.46 $48.9K - $61.2K
22.7K $1.24M
TT
Trane Technologies PLC

Industrials
23
+ 1.45%
$315.21 - $437.41 $7.25K - $10.1K
1.61K $702K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.98K
+ 24.57%
$50.36 - $50.68 $150K - $151K
15.1K $764K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
99
+ 5.65%
$179.95 - $278.88 $17.8K - $27.6K
1.85K $516K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
272
+ 11.07%
$171.4 - $227.1 $46.6K - $61.8K
2.73K $619K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.18K
+ 45.34%
$40.94 - $52.1 $89K - $113K
6.97K $363K
MPC
Marathon Petroleum Corp

Energy
6
+ 0.09%
$118.55 - $170.08 $711 - $1.02K
6.57K $1.09M
XLV
Select Sector Spdr Fund Health

ETFs
1.11K
+ 74.5%
$128.77 - $144.3 $143K - $160K
2.59K $349K
LMT
Lockheed Martin Corp

Industrials
199
+ 16.71%
$430.82 - $486.45 $85.7K - $96.8K
1.39K $643K
Activity Summary
Buys All Purchases 115 New Holdings 23 Increased Positions 92 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email