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
Industrials: $8.48 Million
Communication Services: $8.48 Million
Consumer Cyclical: $7.87 Million
Other: $10 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.48 Million 2.57% of portfolio
7,243
Q2 2025 Reduced 5.07%
$0
$3.96 Million 2.28% of portfolio
21,745
Q2 2025 Reduced 0.91%
$0
$3.82 Million 2.19% of portfolio
19,642
Q2 2025 Reduced 6.84%
$0
$2.53 Million 1.46% of portfolio
4,080
Q2 2025 Reduced 19.76%
$0
$1.93 Million 1.11% of portfolio
35,513
Q2 2025 Added 26.44%
$0
$1.89 Million 1.09% of portfolio
40,895
Q2 2025 Reduced 13.94%
$0
$1.78 Million 1.02% of portfolio
24,945
Q2 2025 Reduced 3.82%
$0
$1.71 Million 0.98% of portfolio
9,348
Q2 2025 Reduced 2.15%
$0
$1.67 Million 0.96% of portfolio
20,336
Q2 2025 Reduced 7.62%
$0
$1.51 Million 0.87% of portfolio
13,709
Q2 2025 Reduced 10.57%
$0
$1.5 Million 0.86% of portfolio
29,835
Q2 2025 Added 0.93%
$0
$1.35 Million 0.78% of portfolio
21,288
Q2 2025 Added 51.15%
$0
$1.33 Million 0.77% of portfolio
6,171
Q2 2025 Added 336.11%
$0
$1.25 Million 0.72% of portfolio
11,422
Q2 2025 Reduced 8.84%
$0
$1.24 Million 0.71% of portfolio
22,694
Q2 2025 Added 5.21%
$0
$1.21 Million 0.69% of portfolio
24,028
Q2 2025 Added 32.25%
$0
$1.08 Million 0.62% of portfolio
11,993
Q2 2025 Reduced 0.75%
$0
$1.08 Million 0.62% of portfolio
17,299
Q2 2025 Reduced 0.76%
$0
$1.05 Million 0.6% of portfolio
24,311
Q2 2025 Added 0.32%
$0
$1.04 Million 0.6% of portfolio
5,346
Q2 2025 Reduced 0.96%
$0
$1.01 Million 0.58% of portfolio
10,750
Q2 2025 Reduced 0.15%
$0
$923,000 0.53% of portfolio
3,037
Q2 2025 Reduced 0.69%
$0
$898,000 0.52% of portfolio
12,364
Q2 2025 Reduced 46.56%
$0
$903,000 0.52% of portfolio
16,836
Q2 2025 Added 74.18%
$4.64B
$862,000 0.5% of portfolio
27,360
Q2 2025 Reduced 13.66%
$0
$764,000 0.44% of portfolio
15,090
Q2 2025 Added 24.57%
$0
$712,000 0.41% of portfolio
30,664
Q2 2025 Reduced 8.47%
$0
$648,000 0.37% of portfolio
2,280
Q2 2025 Reduced 6.44%
$0
$628,000 0.36% of portfolio
21,520
Q2 2025 Reduced 27.91%
$0
$619,000 0.36% of portfolio
2,730
Q2 2025 Added 11.07%
$0
$606,000 0.35% of portfolio
4,489
Q2 2025 Reduced 0.02%
$0
$596,000 0.34% of portfolio
5,326
Q2 2025 Added 0.7%
$0
$598,000 0.34% of portfolio
7,916
Q2 2025 Reduced 0.71%
$0
$578,000 0.33% of portfolio
5,746
Q2 2025 New
$0
$579,000 0.33% of portfolio
6,755
Q2 2025 Reduced 14.83%
$0
$581,000 0.33% of portfolio
23,790
Q4 2024 Added 200.0%
$0
$573,000 0.33% of portfolio
6,910
Q2 2025 Added 45.57%
$0
$549,000 0.32% of portfolio
19,584
Q2 2025 Added 15.9%
$0
$539,000 0.31% of portfolio
21,536
Q2 2025 Reduced 9.69%
$0
$516,000 0.3% of portfolio
1,851
Q2 2025 Added 5.65%
$0
$524,000 0.3% of portfolio
6,181
Q2 2025 Added 22.96%
$0
$518,000 0.3% of portfolio
12,812
Q2 2025 Reduced 0.47%
$0
$530,000 0.3% of portfolio
16,242
Q2 2025 Added 0.31%
$0
$492,000 0.28% of portfolio
11,526
Q2 2025 Added 4.5%
$0
$451,000 0.26% of portfolio
2,606
Q2 2025 Reduced 9.8%
$0
$443,000 0.25% of portfolio
8,690
Q2 2025 New
$0
$434,000 0.25% of portfolio
4,378
Q2 2025 Reduced 19.37%
$0
$429,000 0.25% of portfolio
4,675
Q2 2025 New
$0
$420,000 0.24% of portfolio
15,734
Q2 2025 New

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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