Resurgent Financial Advisors LLC Portfolio Holdings by Sector

Resurgent Financial Advisors LLC

$174 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY VIG IWD IVV JEPQ IUSB SPHQ QUAL 77 stocks	$63,145 36.38% of portfolio	42	33	13	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT HOOD ORCL SNPS TOST CRWD PANW 7 stocks	$14,284 8.23% of portfolio	6	1	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,939 4.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN AMD 4 stocks	$7,496 4.32% of portfolio	4	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$6,064 3.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,743 3.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ AMGN PFE LLY ABBV MRK 6 stocks	$5,173 2.98% of portfolio	2	4	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL COP EOG 3 stocks	$5,166 2.98% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$4,736 2.73% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$3,974 2.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX PBR 3 stocks	$3,608 2.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,582 2.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF 3 stocks	$2,709 1.56% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2,542 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PH 2 stocks	$2,504 1.44% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME MCO 2 stocks	$2,080 1.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL CB ALL 3 stocks	$2,021 1.16% of portfolio	3	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T TMUS VZ CMCSA 4 stocks	$2,001 1.15% of portfolio	3	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE DUK 2 stocks	$1,830 1.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,742 1.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1,667 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI WMB PBT 3 stocks	$1,471 0.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,466 0.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$1,400 0.81% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$1,289 0.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$1,200 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1,187 0.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$1,114 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$1,091 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB SYBT 2 stocks	$1,077 0.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG WM 2 stocks	$1,034 0.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT NOC 2 stocks	$954 0.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$923 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR CEF 2 stocks	$742 0.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ABT 2 stocks	$724 0.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$702 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$693 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$686 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$631 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$585 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate HIW 1 stocks	$542 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$535 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$494 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$493 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$417 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$394 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$369 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$335 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX 1 stocks	$270 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$263 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Thermal Coal \| Energy ARLP 1 stocks	$261 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$237 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts

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Resurgent Financial Advisors LLC Portfolio Holdings by Sector

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