Resurgent Financial Advisors LLC Incresed Positions 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
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
WMT
Walmart Inc.

Consumer Defensive
3.27K
+ 13.89%
$81.79 - $99.98 $268K - $327K
26.8K $2.62M
NFLX
Netflix Inc

Communication Services
92
+ 9.11%
$855.86 - $1339.13 $78.7K - $123K
1.1K $1.48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.43K
+ 26.44%
$45.88 - $54.4 $341K - $404K
35.5K $1.93M
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
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
USFR
Wisdomtree Floating Rate Treas

ETFs
5.86K
+ 32.25%
$50.28 - $50.47 $295K - $296K
24K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
433
+ 24.76%
$221.86 - $362.89 $96.1K - $157K
2.18K $693K
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
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
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
HIW
Highwoods Properties, Inc.

Real Estate
2K
+ 12.94%
$25.31 - $31.85 $50.6K - $63.7K
17.5K $542K
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
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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