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CIK: 0001912339
Total reported value
$359.5M
$359.5M
181 檔
8.9%
At the close of Q1 2025, Resurgent Financial Advisors LLC disclosed equity holdings valued at approximately $359.5M, spread across 181 reported holdings.
During Q1 2025, Resurgent Financial Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.06% | +0.41% | -1.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.24% | +0.62% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.70% | +0.01% | +0.55% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.88% | -0.20% | -1.99% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | -0.83% | -10.02% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.56% | -0.14% | +5.61% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.38% | -0.23% | -2.09% | |
| 8 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.17% | -0.41% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.36% | -6.66% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.09% | +4.58% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.77% | +9.06% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.04% | -5.73% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.48% | +0.38% | -8.31% | |
| 14 | COP | Conocophillips | Stock-Energy | 1.39% | -0.43% | +2.00% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.32% | +0.12% | +0.46% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.16% | -1.93% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.30% | -1.78% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.45% | -0.48% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.05% | -0.12% | -0.95% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.03% | -0.03% | +2.08% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.06% | -9.40% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.30% | -2.73% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | -0.26% | EXIT | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.25% | +0.60% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.95% | -0.17% | -0.73% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.21% | -9.03% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.88% | -0.11% | +0.91% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.87% | -0.09% | -0.88% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | -0.03% | +2.08% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.83% | — | +55.54% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | -0.04% | +0.79% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.09% | — | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.72% | -0.02% | +3.17% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.07% | +7.67% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.71% | -0.19% | +4.82% | |
| 36 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.67% | -0.11% | -0.10% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | +0.01% | -2.30% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.16% | EXIT | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.64% | -0.22% | +0.35% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.63% | -0.04% | +2.50% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.62% | -0.12% | +8.43% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.16% | +38.74% | |
| 43 | MBB | Ishares Mbs ETF | ETF-Other | 0.61% | -0.06% | -10.20% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.08% | +8.33% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.60% | -0.08% | +1.77% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.57% | -0.10% | -25.09% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.57% | -0.14% | +0.35% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.04% | +234.44% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.55% | -0.26% | +38.07% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | +0.18% | +11.30% |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 181 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 8.9% of total reported equity market value during Q1 2025.
During Q1 2025, Resurgent Financial Advisors LLC's top holdings by market value included AAPL (5.1%)、MSFT (5.0%)、BRK-B (3.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2025, Resurgent Financial Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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