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CIK: 0001912339
Total reported value
$359.5M
$359.5M
207 檔
10.8%
In Q3 2025, Resurgent Financial Advisors LLC's U.S. equity holdings reached a combined market value of $359.5M, distributed across 207 disclosed stock positions.
Resurgent Financial Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 54 new positions while fully exiting 29 holdings and trimming 66 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 10.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FXE
市值: $2.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $704.4K
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.68% | -0.24% | -0.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.41% | -3.38% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.01% | +0.01% | +3.03% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | +0.36% | -2.04% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.20% | -11.55% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.83% | -1.35% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.28% | -0.14% | -1.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.77% | -1.68% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.82% | -0.23% | -7.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.09% | +2.17% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.30% | +2.39% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | +0.38% | -4.43% | |
| 13 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.23% | -0.41% | -0.74% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.04% | -8.53% | |
| 15 | FXE | Invesco Currencyshares Euro | ETF-Other | 1.22% | -0.32% | — | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.09% | -0.17% | +4.92% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.09% | -0.43% | +1.10% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.16% | -10.37% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.45% | +1.37% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.02% | +0.06% | -11.54% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.00% | -0.09% | -0.11% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.93% | -0.03% | +3.43% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.89% | -0.26% | +50.66% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 0.87% | -0.02% | -2.65% | |
| 25 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.85% | -0.02% | — | |
| 26 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.84% | -0.12% | -2.74% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.83% | -0.04% | +26.24% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.39% | -6.83% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.80% | +0.12% | -14.86% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | -0.03% | -3.61% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.18% | +30.24% | |
| 32 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.76% | -0.01% | -5.55% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.30% | -1.28% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.75% | -0.11% | -2.59% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | -0.04% | +3.37% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.26% | EXIT | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.04% | -1.45% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.25% | -10.23% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.61% | -0.12% | +17.70% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.07% | -8.54% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.16% | +1.93% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.59% | -0.10% | -5.24% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.27% | EXIT | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | -9.74% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.54% | -0.08% | +2.93% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | -0.08% | -2.36% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.21% | +9.21% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | — | -30.69% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.51% | -0.11% | -4.74% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.04% | +5.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -2.04% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.91% | Add |
| 3 | HOOD | Robinhood Markets Inc - A | +0.5% | -5.55% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.68% | Trim |
| 5 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +50.66% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.3% | -30.69% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.3% | +110.18% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -6.83% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +30.24% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +87.01% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +5.68% | Add |
| 12 | XLV | Ss Health Care Select Sector | +0.2% | +91.98% | Add |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +26.24% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.2% | -7.71% | Add |
| 15 | ORCL | Oracle CORP | +0.2% | -16.27% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.2% | +110.97% | Add |
| 17 | WMT | Walmart Inc | +0.2% | +2.39% | Add |
| 18 | PWR | Quanta Services Inc | +0.2% | -2.65% | Trim |
| 19 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +53.47% | Add |
| 20 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +4.92% | Add |
| 21 | BOTZ | Global X Robotics & Artifici | +0.1% | +47.50% | Add |
| 22 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | +4.44% | Add |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -0.11% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | +77.27% | Add |
| 25 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +79.91% | Add |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +41.80% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | -1.45% | Add |
| 28 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -19.07% | Add |
| 29 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -15.96% | Add |
| 30 | PBT | Permian Basin Royalty Trust | +0.1% | — | Unchanged |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +34.41% | Add |
| 32 | SMH | Vaneck Semiconductor ETF | 0% | -16.21% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | 0% | -5.63% | Trim |
| 34 | TAIL | Cambria Tail Risk ETF | 0% | +0.36% | Add |
| 35 | MPC | Marathon Petroleum CORP | 0% | -5.24% | Trim |
| 36 | DUK | Duke Energy CORP | 0% | -11.60% | Add |
| 37 | ETN | Eaton Corporation plc | 0% | -11.54% | Trim |
| 38 | SPEM | State Street Sp Ptf Em ETF | 0% | +0.69% | Add |
| 39 | QTUM | Defiance Quantum ETF | 0% | -12.38% | Trim |
| 40 | GLDM | Spdr Gold Minishares Trust | 0% | — | Add |
| 41 | PFE | Pfizer Inc | — | +22.73% | Add |
| 42 | TJX | Tjx Companies Inc | — | +1.58% | Add |
| 43 | LLY | Eli Lilly & Co | — | +17.03% | Add |
| 44 | COF | Capital One Financial CORP | — | +0.43% | Add |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | — | -3.71% | Trim |
| 46 | CEF | Sprott Physical Gold And Sil | — | — | Trim |
| 47 | AMZN | Amazon.com Inc | 0% | +2.17% | Add |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +17.70% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.36% | Trim |
| 50 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Trim |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 207 disclosed positions in Q3 2025.
During Q3 2025, Resurgent Financial Advisors LLC's top holdings by market value included MSFT (5.7%)、AAPL (4.7%)、BRK-B (3.0%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q3 2025, Resurgent Financial Advisors LLC made 197 total portfolio adjustments, initiating 54 new buys, adding to 48 positions, trimming 66 holdings, and fully liquidating 29 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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