Resurgent Financial Advisors LLC Incresed Positions in Q1 2025

Resurgent Financial Advisors LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 0.55%
$442.66 - $534.52 $27.9K - $33.7K
11.6K $6.17M
NFLX
Netflix Inc

Communication Services
708
+ 234.44%
$828.4 - $1058.6 $587K - $749K
1.01K $941K
T
At&T Inc.

Communication Services
13.7K
+ 141.65%
$21.56 - $28.28 $295K - $387K
23.3K $660K
MS
Morgan Stanley

Financial Services
4.25K
+ 55.54%
$111.68 - $141.08 $475K - $600K
11.9K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
950
+ 14.22%
$551.42 - $612.93 $524K - $582K
7.63K $4.27M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
+ 38.74%
$185.78 - $198.58 $280K - $300K
5.4K $1.03M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.01K
+ 38.07%
$50.29 - $50.5 $252K - $253K
18.2K $914K
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
+ 5.61%
N/A
21.9K $4M
COP
Conocophillips

Energy
433
+ 2.0%
$88.6 - $105.85 $38.4K - $45.8K
22.1K $2.32M
IEMG
Ishares Inc

ETFs
3.06K
+ 46.3%
N/A
9.67K $518K
SGOL
Abrdn Gold ETF Trust

ETFs
109
+ 0.35%
$25.14 - $29.82 $2.74K - $3.25K
31.7K $944K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.15K
+ 82.93%
$81.1 - $94.7 $175K - $204K
4.75K $384K
CME
Cme Group Inc.

Financial Services
14
+ 0.35%
$225.82 - $266.54 $3.16K - $3.73K
4K $1.06M
MDT
Medtronic PLC

Healthcare
423
+ 8.27%
$79.84 - $94.5 $33.8K - $40K
5.54K $497K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.89K
+ 8.43%
$42.38 - $43.28 $79.9K - $81.6K
24.2K $1.03M
NEE
Nextera Energy Inc

Utilities
1.2K
+ 7.67%
$66.96 - $76.16 $80.5K - $91.5K
16.9K $1.2M
META
Meta Platforms, Inc.

Communication Services
157
+ 11.3%
$576.36 - $736.67 $90.5K - $116K
1.55K $891K
QUAL
Ishares Msci Usa Quality Facto

ETFs
785
+ 8.95%
$168.16 - $186.21 $132K - $146K
9.55K $1.63M
CTAS
Cintas Corp

Industrials
60
+ 2.78%
$182.09 - $208.14 $10.9K - $12.5K
2.22K $455K
LLY
Eli Lilly & CO

Healthcare
26
+ 3.72%
$725.72 - $929.72 $18.9K - $24.2K
724 $597K
AMT
American Tower Corp

Real Estate
23
+ 1.48%
$173.46 - $217.6 $3.99K - $5K
1.58K $343K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15
+ 2.56%
$402.49 - $513.76 $6.04K - $7.71K
601 $291K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
210
+ 1.77%
$78.97 - $85.82 $16.6K - $18K
12.1K $1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
218
+ 0.46%
$44.72 - $46.25 $9.75K - $10.1K
47.5K $2.19M
PFE
Pfizer Inc

Healthcare
3.03K
+ 12.06%
$25.01 - $27.13 $75.8K - $82.2K
28.2K $713K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.41K
+ 4.4%
$22.46 - $23.26 $31.7K - $32.9K
33.5K $775K
UNH
Unitedhealth Group Inc

Healthcare
41
+ 3.14%
$461.52 - $548.18 $18.9K - $22.5K
1.35K $704K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.54K
+ 17.72%
$25.58 - $29.24 $65.1K - $74.4K
16.9K $442K
CL
Colgate Palmolive CO

Consumer Defensive
287
+ 5.75%
$85.68 - $97.5 $24.6K - $28K
5.28K $494K
NOC
Northrop Grumman Corp

Industrials
39
+ 8.65%
$433.45 - $513.82 $16.9K - $20K
490 $250K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.09K
+ 8.72%
$27.01 - $28.54 $29.4K - $31.1K
13.6K $379K
MA
Mastercard Inc

Financial Services
3
+ 0.19%
$504.67 - $576.31 $1.51K - $1.73K
1.62K $886K
ISRG
Intuitive Surgical Inc

Healthcare
177
+ 8.62%
$476.63 - $610.45 $84.4K - $108K
2.23K $1.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
69
+ 0.54%
$33.84 - $37.77 $2.33K - $2.61K
12.9K $468K
VBR
Vanguard Small Cap Value ETF

ETFs
415
+ 8.33%
$183.02 - $207.75 $76K - $86.2K
5.4K $1.01M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
529
+ 2.08%
$65.27 - $71.18 $34.5K - $37.7K
25.9K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.18%
$158.56 - $176.26 $1.43K - $1.59K
4.89K $833K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.26%
$95.85 - $99.25 $1.34K - $1.39K
5.43K $537K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.42%
$58.74 - $64.87 $1.17K - $1.3K
4.79K $295K
COF
Capital One Financial Corp

Financial Services
39
+ 2.5%
$163.87 - $209.82 $6.39K - $8.18K
1.6K $286K
PEP
Pepsico Inc

Consumer Defensive
42
+ 1.55%
$142.64 - $156.42 $5.99K - $6.57K
2.75K $412K
J P Morgan Exchange Traded F
332
+ 5.03%
N/A
6.93K $0
Bank America Corp
1
+ 0.19%
N/A
530 $0
Tema ETF Trust
676
+ 5.5%
N/A
13K $0
QTUM
ETF Ser Solutions Defiance Qua
22
+ 0.67%
N/A
3.29K $0
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
61
+ 2.68%
$91.76 - $103.26 $5.6K - $6.3K
2.34K $216K
PH
Parker Hannifin Corp

Industrials
16
+ 4.23%
$591.65 - $707.05 $9.47K - $11.3K
394 $239K
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.41%
$156.61 - $168.02 $1.1K - $1.18K
1.71K $273K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
27
+ 0.34%
$62.72 - $71.92 $1.69K - $1.94K
7.97K $502K
Activity Summary
Buys All Purchases 87 New Holdings 15 Increased Positions 72 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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