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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$231,000 0.14% of portfolio
2,551
Q1 2025 New
$0
$223,000 0.14% of portfolio
1,778
Q1 2025 Reduced 1.39%
$0
$220,000 0.14% of portfolio
4,797
Q1 2025 New
$0
$218,000 0.14% of portfolio
709
Q1 2025 Reduced 2.61%
$83.1B
$223,000 0.14% of portfolio
15,620
Q1 2023 Reduced 22.69%
$356B
$217,000 0.13% of portfolio
5,217
Q1 2025 Reduced 3.98%
$96.3B
$205,000 0.13% of portfolio
889
Q1 2025 New
$1.08T
$217,000 0.13% of portfolio
1,393
Q1 2025 Reduced 0.36%
$0
$203,000 0.13% of portfolio
6,167
Q1 2025 Added 1.83%
$0
$202,000 0.13% of portfolio
395
Q1 2025 Reduced 31.42%
$9.75B
$217,000 0.13% of portfolio
3,514
Q1 2025 New
$0
$211,000 0.13% of portfolio
5,608
Q1 2025 Reduced 0.53%
$0
$216,000 0.13% of portfolio
2,336
Q1 2025 Added 2.68%
$0
$216,000 0.13% of portfolio
1,486
Q1 2025 New
$134B
$212,000 0.13% of portfolio
911
Q1 2025 New
$19.1B
$208,000 0.13% of portfolio
2,477
Q1 2025 New
$0
$207,000 0.13% of portfolio
2,408
Q1 2025 New
$512M
$198,000 0.12% of portfolio
20,000
Q2 2024 Reduced 58.33%
$38.9B
$200,000 0.12% of portfolio
1,000
Q1 2025 New
$0
$117,000 0.07% of portfolio
10,000
Q2 2024 Reduced 50.0%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.73%
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 15.58%
Bank America Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.19%
Tema ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.5%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.32%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.67%
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.57%
-
$0 0.0% of portfolio
-
Q1 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.03%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

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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