Resurgent Financial Advisors LLC Sells in Q1 2025

Resurgent Financial Advisors LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-598
- 1.55%
$209.68 - $247.1 $125K - $148K
38K $8.43M
NVDA
Nvidia Corp

Technology
-1.9K
- 5.57%
$106.98 - $149.43 $203K - $284K
32.2K $3.49M
ORCL
Oracle Corp

Technology
-3.49K
- 65.57%
$139.81 - $186.47 $488K - $650K
1.83K $255K
ETN
Eaton Corp PLC

Industrials
-638
- 9.4%
$271.83 - $371.23 $173K - $237K
6.15K $1.67M
EFG
Msci Eafe Growth ETF

ETFs
-4.52K
- 46.09%
$96.1 - $106.37 $434K - $481K
5.29K $528K
HD
Home Depot, Inc.

Consumer Cyclical
-611
- 8.31%
$347.25 - $424.87 $212K - $260K
6.74K $2.47M
IVV
Ishares Core S&P 500 ETF

ETFs
-309
- 5.73%
$554.06 - $615.85 $171K - $190K
5.09K $2.86M
MPC
Marathon Petroleum Corp

Energy
-2.2K
- 25.09%
$134.72 - $159.03 $296K - $350K
6.56K $956K
MSI
Motorola Solutions, Inc.

Technology
-430
- 18.78%
$411.73 - $482.1 $177K - $207K
1.86K $814K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.3K
- 9.03%
$64.88 - $72.1 $149K - $166K
23.1K $1.52M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-248
- 0.88%
$51.45 - $58.51 $12.8K - $14.5K
28.1K $1.45M
LMT
Lockheed Martin Corp

Industrials
-174
- 12.75%
$423.19 - $506.29 $73.6K - $88.1K
1.19K $532K
KKR
Kkr & Co. Inc.

Financial Services
-48
- 1.27%
$108.17 - $167.07 $5.19K - $8.02K
3.73K $430K
EFV
Msci Eafe Value ETF

ETFs
-4.09K
- 22.51%
$51.88 - $60.73 $212K - $249K
14.1K $830K
DIS
Walt Disney CO

Communication Services
-506
- 9.51%
$96.87 - $114.0 $49K - $57.7K
4.82K $475K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-181
- 31.42%
$507.05 - $563.67 $91.8K - $102K
395 $202K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.67K
- 25.57%
$24.1 - $24.34 $112K - $114K
13.6K $330K
WMT
Walmart Inc.

Consumer Defensive
-428
- 1.78%
$84.5 - $105.05 $36.2K - $45K
23.6K $2.07M
CRM
Salesforce, Inc.

Technology
-52
- 4.03%
$268.36 - $359.95 $14K - $18.7K
1.24K $332K
TXN
Texas Instruments Inc

Technology
-499
- 15.26%
N/A
2.77K $539K
MBB
Ishares Tr

ETFs
-1.22K
- 10.2%
$90.37 - $94.08 $111K - $115K
10.8K $1.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.51K
- 21.42%
$25.77 - $27.6 $90.5K - $96.9K
12.9K $342K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-72
- 3.95%
$211.47 - $267.17 $15.2K - $19.2K
1.75K $370K
ADBE
Adobe Inc.

Technology
-33
- 3.84%
$377.84 - $464.11 $12.5K - $15.3K
827 $317K
TT
Trane Technologies PLC

Industrials
-33
- 2.04%
$332.0 - $400.86 $11K - $13.2K
1.58K $533K
SPG
Simon Property Group Inc

Real Estate
-263
- 11.06%
$159.48 - $187.78 $41.9K - $49.4K
2.11K $351K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-584
- 6.86%
N/A
7.93K $680K
GOOG
Alphabet Inc.

Communication Services
-5
- 0.36%
$156.06 - $207.71 $780 - $1.04K
1.39K $217K
UNP
Union Pacific Corp

Industrials
-294
- 11.44%
$225.21 - $254.42 $66.2K - $74.8K
2.28K $537K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-751
- 6.29%
$54.25 - $57.64 $40.7K - $43.3K
11.2K $616K
GLD
Spdr Gold Trust

ETFs
-395
- 24.7%
$243.19 - $288.14 $96.1K - $114K
1.2K $346K
XLE
Energy Sector Spdr

ETFs
-918
- 15.44%
$85.7 - $93.96 $78.7K - $86.3K
5.03K $469K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-194
- 1.19%
$53.6 - $58.97 $10.4K - $11.4K
16.1K $879K
VRIG
Invesco Actively Managed ETF F

ETFs
-1.44K
- 5.68%
$25.06 - $25.19 $36K - $36.2K
23.8K $598K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.18K
- 9.69%
$37.07 - $40.63 $43.9K - $48.1K
11K $434K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-19
- 2.61%
$307.43 - $357.48 $5.84K - $6.79K
709 $218K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.42K
- 10.41%
$16.76 - $17.69 $23.8K - $25.2K
12.2K $205K
MTB
M&T Bank Corp

Financial Services
-4
- 0.14%
$170.47 - $201.98 $682 - $808
2.86K $511K
VOT
Vanguard Mid Cap Growth Index

ETFs
-19
- 0.77%
$237.72 - $276.98 $4.52K - $5.26K
2.44K $596K
XLF
Financial Sector Spdr

ETFs
-661
- 9.7%
$47.32 - $52.19 $31.3K - $34.5K
6.16K $306K
MCO
Moodys Corp

Financial Services
-17
- 0.95%
$437.8 - $527.48 $7.44K - $8.97K
1.77K $821K
BAC
Bank Of America Corp

Financial Services
-216
- 3.98%
$39.61 - $47.74 $8.56K - $10.3K
5.22K $217K
IEFA
Ishares Tr

ETFs
-557
- 13.12%
$69.57 - $78.65 $38.8K - $43.8K
3.69K $278K
APD
Air Products & Chemicals, Inc.

Basic Materials
-95
- 6.19%
$283.24 - $338.07 $26.9K - $32.1K
1.44K $424K
IWD
Ishares Russell 1000 Val ETF

ETFs
-451
- 2.09%
$182.82 - $196.21 $82.5K - $88.5K
21.1K $3.97M
BMY
Bristol Myers Squibb CO

Healthcare
-698
- 13.14%
$53.9 - $63.11 $37.6K - $44.1K
4.62K $281K
CB
Chubb LTD

Financial Services
-272
- 10.57%
$257.71 - $301.99 $70.1K - $82.1K
2.3K $694K
CMCSA
Comcast Corp

Communication Services
-198
- 2.97%
$33.19 - $38.23 $6.57K - $7.57K
6.47K $238K
IWS
Ishares Russell Midcap Value E

ETFs
-25
- 1.39%
$122.59 - $135.24 $3.06K - $3.38K
1.78K $223K
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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