Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $174 Million
  • Q2 2025

Resurgent Financial Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $174 Million distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.2M, Apple Inc. with a value of $7.94M, Jpmorgan Chase & CO with a value of $5.8M, Berkshire Hathaway Inc Class B with a value of $5.74M, and Nvidia Corp with a value of $5.11M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $161M to 174M.

Resurgent Financial Advisors LLC is based out at Atlanta, GA

Below you can find more details about Resurgent Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
ETFs: $64.1 Million
Technology: $32 Million
Financial Services: $21.6 Million
Energy: $11.6 Million
Healthcare: $9.45 Million
Communication Services: $8.48 Million
Industrials: $8.48 Million
Consumer Cyclical: $7.87 Million
Other: $10 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$11.2 Million 6.45% of portfolio
22,537
Q2 2025 Added 2.65%
$3.69T
$7.94 Million 4.57% of portfolio
38,695
Q2 2025 Added 1.96%
$859B
$5.8 Million 3.34% of portfolio
20,015
Q2 2025 Added 2.53%
$621B
$5.74 Million 3.3% of portfolio
11,824
Q2 2025 Added 2.07%
$456B
$5.11 Million 2.94% of portfolio
32,357
Q2 2025 Added 0.45%
$2.26T
$3.58 Million 2.06% of portfolio
16,328
Q2 2025 Added 2.81%
$1.21T
$3.26 Million 1.88% of portfolio
18,518
Q2 2025 Reduced 2.84%
$6.61B
$2.86 Million 1.65% of portfolio
2,710
Q2 2025 Reduced 0.84%
$281B
$2.62 Million 1.51% of portfolio
26,835
Q2 2025 Added 13.89%
$405B
$2.54 Million 1.46% of portfolio
6,934
Q2 2025 Added 2.91%
$145B
$2.23 Million 1.28% of portfolio
6,247
Q2 2025 Added 1.63%
$120B
$2.08 Million 1.19% of portfolio
23,140
Q2 2025 Added 4.87%
$452B
$2 Million 1.15% of portfolio
13,086
Q2 2025 Added 1.23%
$442B
$1.98 Million 1.14% of portfolio
18,363
Q2 2025 Added 8.09%
$56B
$1.67 Million 0.96% of portfolio
4,411
Q2 2025 Reduced 6.43%
$545B
$1.48 Million 0.85% of portfolio
1,102
Q2 2025 Added 9.11%
$127B
$1.47 Million 0.85% of portfolio
5,344
Q2 2025 Added 3.37%
$169B
$1.47 Million 0.84% of portfolio
2,698
Q2 2025 Added 20.99%
$302B
$1.43 Million 0.82% of portfolio
10,019
Q2 2025 Added 1.29%
$439B
$1.35 Million 0.78% of portfolio
1,365
Q2 2025 Added 2.32%
$141B
$1.23 Million 0.71% of portfolio
17,691
Q2 2025 Added 4.81%
$1.78T
$1.23 Million 0.7% of portfolio
1,660
Q2 2025 Added 7.37%
$250B
$1.2 Million 0.69% of portfolio
8,521
Q2 2025 Reduced 28.43%
$150B
$1.19 Million 0.68% of portfolio
6,015
Q2 2025 Added 4.68%
$99.2B
$1.15 Million 0.66% of portfolio
4,178
Q2 2025 Added 4.58%
$79.3B
$1.09 Million 0.63% of portfolio
6,570
Q2 2025 Added 0.09%
$95.5B
$1.07 Million 0.62% of portfolio
11,450
Q2 2025 Added 5.47%
$59.7B
$963,000 0.55% of portfolio
32,764
Q2 2025 Added 26.24%
$94.5B
$929,000 0.53% of portfolio
1,854
Q2 2025 Added 5.04%
$548B
$886,000 0.51% of portfolio
1,578
Q2 2025 Reduced 2.47%
$152B
$840,000 0.48% of portfolio
3,012
Q2 2025 Reduced 15.49%
$73.8B
$825,000 0.47% of portfolio
3,347
Q2 2025 Added 10.06%
$118B
$813,000 0.47% of portfolio
13,881
Q2 2025 Added 0.06%
$78.6B
$782,000 0.45% of portfolio
1,862
Q2 2025 Added 0.11%
$26.1B
$788,000 0.45% of portfolio
395
Q2 2025 Added 7.63%
$203B
$757,000 0.44% of portfolio
26,173
Q2 2025 Added 12.1%
$368B
$767,000 0.44% of portfolio
4,820
Q2 2025 Reduced 1.41%
$1.08T
$693,000 0.4% of portfolio
2,182
Q2 2025 Added 24.76%
$102B
$702,000 0.4% of portfolio
1,607
Q2 2025 Added 1.45%
$112B
$680,000 0.39% of portfolio
2,349
Q2 2025 Added 2.09%
$138B
$675,000 0.39% of portfolio
27,868
Q2 2025 Reduced 1.07%
$155B
$686,000 0.39% of portfolio
5,560
Q2 2025 Added 2.58%
$113B
$643,000 0.37% of portfolio
1,390
Q2 2025 Added 16.71%
$608B
$640,000 0.37% of portfolio
822
Q2 2025 Added 13.54%
$684B
$648,000 0.37% of portfolio
2,968
Q2 2025 Added 62.1%
$153B
$631,000 0.36% of portfolio
1,241
Q2 2025 Reduced 1.51%
$314B
$620,000 0.36% of portfolio
2,606
Q2 2025 Added 1.8%
$33B
$607,000 0.35% of portfolio
3,131
Q2 2025 Added 9.36%
$95.8B
$602,000 0.35% of portfolio
5,103
Q2 2025 Added 48.95%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $174 Million
  • Prior Value $161 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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