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
MCO
Moodys Corp

Financial Services
89
+ 5.04%
$396.7 - $501.59 $35.3K - $44.6K
1.85K $929K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.69K
+ 15.9%
$22.92 - $28.05 $61.6K - $75.4K
19.6K $549K
MKL
Markel Corp

Financial Services
28
+ 7.63%
$1678.5 - $1997.36 $47K - $55.9K
395 $788K
T
At&T Inc.

Communication Services
2.83K
+ 12.1%
$26.33 - $28.94 $74.4K - $81.8K
26.2K $757K
MTB
M&T Bank Corp

Financial Services
268
+ 9.36%
$156.58 - $193.99 $42K - $52K
3.13K $607K
IVE
Ishares S&P 500 Value ETF

ETFs
341
+ 6.31%
$168.34 - $195.42 $57.4K - $66.6K
5.75K $1.12M
CME
Cme Group Inc.

Financial Services
183
+ 4.58%
$252.37 - $290.71 $46.2K - $53.2K
4.18K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.32%
$908.13 - $1056.85 $28.2K - $32.8K
1.37K $1.35M
RSG
Republic Services, Inc.

Industrials
306
+ 10.06%
$227.2 - $258.07 $69.5K - $79K
3.35K $825K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
7.14K
+ 71.4%
$11.69 - $13.91 $83.5K - $99.3K
17.1K $205K
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.64K
+ 29.21%
$35.3 - $40.46 $57.8K - $66.3K
7.25K $293K
HD
Home Depot, Inc.

Consumer Cyclical
196
+ 2.91%
$335.24 - $380.78 $65.7K - $74.6K
6.93K $2.54M
BOTZ
Global X Fds

ETFs
51
+ 0.31%
$24.51 - $32.65 $1.25K - $1.67K
16.2K $530K
EFG
Msci Eafe Growth ETF

ETFs
37
+ 0.7%
$89.8 - $112.0 $3.32K - $4.14K
5.33K $596K
KKR
Kkr & Co. Inc.

Financial Services
6
+ 0.16%
$92.79 - $134.29 $557 - $806
3.73K $496K
COF
Capital One Financial Corp

Financial Services
45
+ 2.81%
$150.57 - $212.76 $6.78K - $9.57K
1.64K $349K
NOC
Northrop Grumman Corp

Industrials
133
+ 27.14%
$456.3 - $540.39 $60.7K - $71.9K
623 $311K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
4
+ 0.07%
$63.06 - $78.98 $252 - $316
5.95K $470K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
496
+ 4.5%
$34.72 - $42.74 $17.2K - $21.2K
11.5K $492K
SNSR
Global X Fds Internet Of Thing

ETFs
740
+ 12.0%
$27.45 - $37.76 $20.3K - $27.9K
6.91K $260K
XLE
Energy Sector Spdr

ETFs
1.15K
+ 22.96%
$76.44 - $94.13 $88.2K - $109K
6.18K $524K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9
+ 0.39%
$82.32 - $112.47 $741 - $1.01K
2.35K $263K
BAC
Bank Of America Corp

Financial Services
333
+ 6.38%
$34.39 - $47.46 $11.5K - $15.8K
5.55K $262K
LLY
Eli Lilly & CO

Healthcare
98
+ 13.54%
$713.71 - $898.95 $69.9K - $88.1K
822 $640K
TXN
Texas Instruments Inc

Technology
209
+ 7.54%
N/A
2.98K $580K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$53.19 - $69.38 $53.2 - $69.4
4.79K $332K
IEFA
Ishares Tr

ETFs
40
+ 1.08%
$67.83 - $84.09 $2.71K - $3.36K
3.73K $311K
NEE
Nextera Energy Inc

Utilities
812
+ 4.81%
$64.11 - $75.0 $52.1K - $60.9K
17.7K $1.23M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
276
+ 0.93%
$43.28 - $50.37 $11.9K - $13.9K
29.8K $1.5M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.65%
$146.58 - $180.01 $1.32K - $1.62K
1.4K $248K
CL
Colgate Palmolive CO

Consumer Defensive
474
+ 8.98%
$87.57 - $96.0 $41.5K - $45.5K
5.75K $522K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 2.28%
$456.74 - $568.03 $4.11K - $5.11K
404 $229K
TJX
Tjx Companies Inc

Consumer Cyclical
140
+ 2.58%
$119.13 - $135.03 $16.7K - $18.9K
5.56K $686K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
78
+ 0.32%
$40.82 - $43.14 $3.18K - $3.36K
24.3K $1.05M
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
+ 3.65%
$105.23 - $109.61 $12.8K - $13.4K
3.47K $380K
DHR
Danaher Corp

Healthcare
269
+ 4.68%
$174.64 - $205.16 $47K - $55.2K
6.02K $1.19M
XLU
Utilities Sector Spdr

ETFs
14
+ 0.39%
$73.09 - $82.77 $1.02K - $1.16K
3.61K $294K
SCHO
Schwab Short Term Us Treasury

ETFs
282
+ 2.08%
$24.19 - $24.45 $6.82K - $6.89K
13.9K $337K
WM
Waste Management Inc

Industrials
26
+ 2.92%
$216.47 - $242.1 $5.63K - $6.29K
915 $209K
Bank America Corp
1
+ 0.19%
N/A
531 $0
Blackrock ETF Trust
7.32K
New
N/A
7.32K $0
Tema ETF Trust
5.64K
New
N/A
5.64K $0
Global X Fds
7.12K
New
N/A
7.12K $0
Blackrock ETF Trust
14.9K
New
N/A
14.9K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.01K
+ 109.76%
N/A
13.4K $0
Blackrock ETF Trust Ii
134
+ 1.51%
N/A
8.98K $0
J P Morgan Exchange Traded F
320
+ 4.62%
N/A
7.25K $0
QTUM
ETF Ser Solutions Defiance Qua
283
+ 8.61%
N/A
3.57K $0
Pimco ETF Tr
7.04K
+ 70.7%
N/A
17K $0
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
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