Resurgent Financial Advisors LLC Sells in Q2 2025

Resurgent Financial Advisors LLC

  • $174 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
-23
- 0.84%
$1036.28 - $1430.55 $23.8K - $32.9K
2.71K $2.86M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.3K
- 76.49%
$47.46 - $55.3 $583K - $680K
3.78K $208K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10.8K
- 46.56%
$58.41 - $72.69 $629K - $783K
12.4K $898K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.3K
- 65.19%
$50.08 - $63.14 $365K - $461K
3.9K $245K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 19.76%
$498.8 - $620.9 $501K - $624K
4.08K $2.53M
MRK
Merck & Co., Inc.

Healthcare
-2.84K
- 31.29%
$73.47 - $87.12 $209K - $247K
6.24K $493K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.63K
- 13.94%
$45.12 - $46.23 $299K - $306K
40.9K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.52%
$274.35 - $599.47 $1.92K - $4.2K
1.34K $417K
AMGN
Amgen Inc

Healthcare
-552
- 15.49%
$262.28 - $309.85 $145K - $171K
3.01K $840K
GLW
Corning Inc

Technology
-6.41K
- 58.7%
$39.07 - $52.59 $251K - $337K
4.51K $237K
MS
Morgan Stanley

Financial Services
-3.38K
- 28.43%
$99.83 - $140.86 $338K - $477K
8.52K $1.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.44K
- 6.84%
$166.82 - $194.23 $241K - $280K
19.6K $3.82M
PEP
Pepsico Inc

Consumer Defensive
-752
- 27.35%
$128.02 - $151.37 $96.3K - $114K
2K $263K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.33K
- 27.91%
$22.27 - $29.21 $186K - $243K
21.5K $628K
V
Visa Inc.

Financial Services
-378
- 8.34%
$308.27 - $373.31 $117K - $141K
4.15K $1.47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.05K
- 19.37%
$96.84 - $99.46 $102K - $105K
4.38K $434K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.18K
- 14.83%
N/A
6.76K $579K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.33K
- 13.66%
$28.39 - $32.75 $123K - $142K
27.4K $862K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.68K
- 7.62%
$70.7 - $82.14 $119K - $138K
20.3K $1.67M
XLF
Financial Sector Spdr

ETFs
-1.73K
- 28.1%
$43.92 - $52.37 $76K - $90.6K
4.43K $231K
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.59%
$170.16 - $206.27 $2.89K - $3.51K
2.84K $527K
PG
Procter & Gamble CO

Consumer Defensive
-69
- 1.41%
$157.66 - $172.39 $10.9K - $11.9K
4.82K $767K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.84K
- 8.47%
$22.68 - $23.28 $64.3K - $66K
30.7K $712K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.11K
- 8.84%
$90.56 - $109.49 $100K - $121K
11.4K $1.25M
VRIG
Invesco Actively Managed ETF F

ETFs
-2.31K
- 9.69%
$24.89 - $25.14 $57.5K - $58.1K
21.5K $539K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-180
- 33.03%
$416.06 - $551.64 $74.9K - $99.3K
365 $201K
UNP
Union Pacific Corp

Industrials
-124
- 5.45%
$208.27 - $238.46 $25.8K - $29.6K
2.15K $494K
PFE
Pfizer Inc

Healthcare
-302
- 1.07%
$21.59 - $24.84 $6.52K - $7.5K
27.9K $675K
MDT
Medtronic PLC

Healthcare
-262
- 4.73%
$80.68 - $88.86 $21.1K - $23.3K
5.27K $459K
VIG
Vanguard Dividend Appreciation

ETFs
-200
- 0.91%
N/A
21.7K $3.96M
APD
Air Products & Chemicals, Inc.

Basic Materials
-42
- 2.92%
$248.61 - $294.96 $10.4K - $12.4K
1.4K $394K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-132
- 0.76%
$55.32 - $65.02 $7.3K - $8.58K
17.3K $1.08M
CMCSA
Comcast Corp

Communication Services
-85
- 1.31%
$32.84 - $36.72 $2.79K - $3.12K
6.39K $227K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-800
- 8.89%
$26.18 - $30.91 $20.9K - $24.7K
8.2K $246K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-398
- 7.72%
$51.16 - $62.02 $20.4K - $24.7K
4.76K $294K
ABT
Abbott Laboratories

Healthcare
-58
- 2.89%
$123.95 - $138.08 $7.19K - $8.01K
1.95K $265K
MBB
Ishares Tr

ETFs
-16
- 0.15%
$91.41 - $94.22 $1.46K - $1.51K
10.8K $1.01M
Tema ETF Trust
-295
- 2.28%
N/A
12.7K $0
Ishares Bitcoin Trust ETF
-927
- 2.76%
N/A
32.7K $0
Linde PLC
-36
- 4.15%
N/A
831 $0
MA
Mastercard Inc

Financial Services
-40
- 2.47%
$479.92 - $590.74 $19.2K - $23.6K
1.58K $886K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-447
- 3.47%
$23.55 - $27.67 $10.5K - $12.4K
12.4K $344K
CRM
Salesforce, Inc.

Technology
-6
- 0.48%
$236.26 - $291.15 $1.42K - $1.75K
1.23K $335K
WMB
Williams Companies, Inc.

Energy
-119
- 2.8%
$54.33 - $62.87 $6.47K - $7.48K
4.14K $259K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-22
- 3.1%
$273.67 - $366.17 $6.02K - $8.06K
687 $251K
PH
Parker Hannifin Corp

Industrials
-1
- 0.25%
$517.23 - $700.54 $517 - $701
393 $274K
VBR
Vanguard Small Cap Value ETF

ETFs
-52
- 0.96%
$162.76 - $195.77 $8.46K - $10.2K
5.35K $1.04M
PM
Philip Morris International Inc.

Consumer Defensive
-52
- 2.47%
$149.23 - $184.95 $7.76K - $9.62K
2.06K $374K
DE
Deere & CO

Industrials
-19
- 1.51%
$412.99 - $531.48 $7.85K - $10.1K
1.24K $631K
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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