Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $161 Million
  • Q1 2025

Resurgent Financial Advisors LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.43M, Microsoft Corp with a value of $8.24M, Berkshire Hathaway Inc Class B with a value of $6.17M, Jpmorgan Chase & CO with a value of $4.79M, and Spdr S&P 500 ETF Trust with a value of $4.27M.

Examining the 13F form we can see an decrease of $6.62M in the current position value, from $168M to 161M.

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 $161 Million
ETFs: $60.3 Million
Technology: $25.2 Million
Financial Services: $20.7 Million
Energy: $12.7 Million
Healthcare: $10.6 Million
Communication Services: $7.46 Million
Consumer Cyclical: $7.21 Million
Industrials: $6.95 Million
Other: $9.99 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$8.43 Million 5.23% of portfolio
37,953
Q1 2025 Reduced 1.55%
$3.81T
$8.24 Million 5.12% of portfolio
21,955
Q1 2025 Added 0.62%
$631B
$6.17 Million 3.83% of portfolio
11,584
Q1 2025 Added 0.55%
$850B
$4.79 Million 2.97% of portfolio
19,522
Q1 2025 Reduced 1.99%
$7.65B
$3.62 Million 2.25% of portfolio
2,733
Q1 2024 Added 200.0%
$431B
$3.49 Million 2.17% of portfolio
32,212
Q1 2025 Reduced 5.57%
$2.28T
$3.02 Million 1.88% of portfolio
15,881
Q1 2025 Added 4.58%
$1.07T
$2.95 Million 1.83% of portfolio
19,059
Q1 2025 Added 9.06%
$368B
$2.47 Million 1.53% of portfolio
6,738
Q1 2025 Reduced 8.31%
$118B
$2.32 Million 1.44% of portfolio
22,066
Q1 2025 Added 2.0%
$426B
$2.14 Million 1.33% of portfolio
12,927
Q1 2025 Reduced 1.93%
$258B
$2.07 Million 1.28% of portfolio
23,563
Q1 2025 Reduced 1.78%
$465B
$2.02 Million 1.25% of portfolio
16,989
Q1 2025 Reduced 0.48%
$152B
$1.67 Million 1.04% of portfolio
6,147
Q1 2025 Reduced 9.4%
$296B
$1.65 Million 1.03% of portfolio
9,891
Q1 2025 Reduced 2.73%
$572B
$1.59 Million 0.99% of portfolio
4,531
Q1 2025 Added 0.6%
$422B
$1.26 Million 0.78% of portfolio
1,334
Q4 2024 Added 2.54%
$56.9B
$1.2 Million 0.74% of portfolio
4,714
Q1 2025 Added 3.17%
$148B
$1.2 Million 0.74% of portfolio
16,879
Q1 2025 Added 7.67%
$142B
$1.18 Million 0.73% of portfolio
5,746
Q1 2025 Added 4.82%
$160B
$1.11 Million 0.69% of portfolio
3,564
Q1 2025 Reduced 2.3%
$182B
$1.1 Million 0.69% of portfolio
2,230
Q1 2025 Added 8.62%
$99.9B
$1.06 Million 0.66% of portfolio
3,995
Q1 2025 Added 0.35%
$86.8B
$956,000 0.59% of portfolio
6,564
Q1 2025 Reduced 25.09%
$567B
$941,000 0.58% of portfolio
1,010
Q1 2025 Added 234.44%
$1.62T
$891,000 0.55% of portfolio
1,546
Q1 2025 Added 11.3%
$530B
$886,000 0.55% of portfolio
1,618
Q1 2025 Added 0.19%
$116B
$865,000 0.54% of portfolio
5,170
Q1 2025 Added 3.71%
$369B
$833,000 0.52% of portfolio
4,889
Q1 2025 Added 0.18%
$104B
$832,000 0.52% of portfolio
13,872
Q1 2025 Reduced 0.86%
$207B
$814,000 0.51% of portfolio
9,076
Q1 2025 Reduced 7.26%
$92B
$821,000 0.51% of portfolio
1,765
Q1 2025 Reduced 0.95%
$70.3B
$814,000 0.51% of portfolio
1,860
Q1 2025 Reduced 18.78%
$75.9B
$736,000 0.46% of portfolio
3,041
Q1 2025 Reduced 1.23%
$61.8B
$740,000 0.46% of portfolio
25,954
Q1 2025 Reduced 0.11%
$269B
$704,000 0.44% of portfolio
1,345
Q1 2025 Added 3.14%
$138B
$713,000 0.44% of portfolio
28,170
Q1 2025 Added 12.06%
$114B
$694,000 0.43% of portfolio
2,301
Q1 2025 Reduced 10.57%
$27.3B
$686,000 0.43% of portfolio
367
Q1 2025 Reduced 1.08%
$282B
$682,000 0.42% of portfolio
2,560
Q1 2025 Reduced 0.93%
$142B
$660,000 0.41% of portfolio
5,420
Q1 2025 Reduced 0.86%
$192B
$660,000 0.41% of portfolio
23,348
Q1 2025 Added 141.65%
$724B
$597,000 0.37% of portfolio
724
Q1 2025 Added 3.72%
$151B
$591,000 0.37% of portfolio
1,260
Q1 2025 Reduced 0.16%
$338B
$598,000 0.37% of portfolio
2,858
Q1 2025 Reduced 12.09%
$9.78B
$569,000 0.35% of portfolio
14,413
Q1 2023 Reduced 0.89%
$177B
$539,000 0.33% of portfolio
2,772
Q1 2025 Reduced 15.26%
$123B
$532,000 0.33% of portfolio
1,191
Q1 2025 Reduced 12.75%
$104B
$533,000 0.33% of portfolio
1,584
Q1 2025 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $161 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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