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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$11.2 Million 6.45% of portfolio
22,537
Q2 2025 Added 2.65%
$3.76T
$7.94 Million 4.57% of portfolio
38,695
Q2 2025 Added 1.96%
$900B
$5.8 Million 3.34% of portfolio
20,015
Q2 2025 Added 2.53%
$644B
$5.74 Million 3.3% of portfolio
11,824
Q2 2025 Added 2.07%
$443B
$5.11 Million 2.94% of portfolio
32,357
Q2 2025 Added 0.45%
$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%
$2.32T
$3.58 Million 2.06% of portfolio
16,328
Q2 2025 Added 2.81%
$1.44T
$3.26 Million 1.88% of portfolio
18,518
Q2 2025 Reduced 2.84%
$7.23B
$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%
$433B
$2.54 Million 1.46% of portfolio
6,934
Q2 2025 Added 2.91%
$0
$2.53 Million 1.46% of portfolio
4,080
Q2 2025 Reduced 19.76%
$146B
$2.23 Million 1.28% of portfolio
6,247
Q2 2025 Added 1.63%
$118B
$2.08 Million 1.19% of portfolio
23,140
Q2 2025 Added 4.87%
$467B
$1.98 Million 1.14% of portfolio
18,363
Q2 2025 Added 8.09%
$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%
$54.7B
$1.67 Million 0.96% of portfolio
4,411
Q2 2025 Reduced 6.43%
$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%
$529B
$1.48 Million 0.85% of portfolio
1,102
Q2 2025 Added 9.11%
$555B
$1.47 Million 0.85% of portfolio
4,153
Q2 2025 Reduced 8.34%
$146B
$1.47 Million 0.85% of portfolio
5,344
Q2 2025 Added 3.37%
$159B
$1.47 Million 0.84% of portfolio
2,698
Q2 2025 Added 20.99%
$308B
$1.43 Million 0.82% of portfolio
10,019
Q2 2025 Added 1.29%
$0
$1.35 Million 0.78% of portfolio
21,288
Q2 2025 Added 51.15%
$428B
$1.35 Million 0.78% of portfolio
1,365
Q2 2025 Added 2.32%
$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%
$141B
$1.23 Million 0.71% of portfolio
17,691
Q2 2025 Added 4.81%
$1.69T
$1.23 Million 0.7% of portfolio
1,660
Q2 2025 Added 7.37%
$265B
$1.2 Million 0.69% of portfolio
8,521
Q2 2025 Reduced 28.43%
$0
$1.21 Million 0.69% of portfolio
24,028
Q2 2025 Added 32.25%
$138B
$1.19 Million 0.68% of portfolio
6,015
Q2 2025 Added 4.68%
$94.3B
$1.15 Million 0.66% of portfolio
4,178
Q2 2025 Added 4.58%
$0
$1.12 Million 0.65% of portfolio
5,745
Q2 2025 Added 6.31%
$89.9B
$1.09 Million 0.63% of portfolio
6,570
Q2 2025 Added 0.09%
$96.1B
$1.07 Million 0.62% of portfolio
11,450
Q2 2025 Added 5.47%
$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%

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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