Q2 2025 · 13F-HR
Resurgent Financial Advisors LLCholdings as filed
Filed 2025-08-11 · accession 0001085146-25-004779
$182.1M
Reported value
186
Positions
2025-06-30
Period end
The Brief · Resurgent Financial Advisors LLC · Q2 2025
AI · grounded in 13F
Resurgent Financial Advisors LLC established a new position in MSFT valued at $11.2M. The fund also initiated new stakes in AAPL for $7.9M and JPM for $5.8M. Other new additions include BRK/B, NVDA, and SPY.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $11.2M | 6.15% | 22,537 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.9M | 4.36% | 38,695 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $5.8M | 3.19% | 20,015 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.7M | 3.15% | 11,824 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.1M | 2.81% | 32,357 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.5M | 2.46% | 7,243 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $4.5M | 2.44% | 21,745 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $3.8M | 2.09% | 19,642 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.6M | 1.97% | 16,328 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $3.3M | 1.79% | 18,518 | Common | NONE |
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $2.9M | 1.57% | 2,710 | Common | NONE |
| 931142103 | WMT | WALMART INC | $2.6M | 1.44% | 26,835 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.5M | 1.40% | 6,934 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.5M | 1.39% | 4,080 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $2.2M | 1.22% | 6,247 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.1M | 1.14% | 23,140 | Common | NONE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $2.0M | 1.10% | 32,710 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.10% | 13,086 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.0M | 1.09% | 18,363 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.06% | 35,513 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $1.9M | 1.04% | 40,895 | Common | NONE |
| 46137V241 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.98% | 24,945 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $1.7M | 0.94% | 9,348 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $1.7M | 0.92% | 20,336 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.7M | 0.92% | 4,411 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $1.5M | 0.83% | 13,709 | Common | NONE |
| 97717W505 | DON | WISDOMTREE TR | $1.5M | 0.82% | 29,835 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $1.5M | 0.81% | 1,102 | Common | NONE |
| 92826C839 | V | VISA INC | $1.5M | 0.81% | 4,153 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.5M | 0.81% | 5,344 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.80% | 2,698 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.4M | 0.79% | 10,019 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.4M | 0.74% | 1,365 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $1.4M | 0.74% | 21,288 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $1.3M | 0.73% | 6,171 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $1.2M | 0.69% | 11,422 | Common | NONE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $1.2M | 0.68% | 22,694 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.2M | 0.67% | 17,691 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.2M | 0.67% | 1,660 | Common | NONE |
| 97717Y527 | USFR | WISDOMTREE TR | $1.2M | 0.66% | 24,028 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $1.2M | 0.66% | 8,521 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $1.2M | 0.65% | 6,015 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $1.2M | 0.63% | 4,178 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $1.1M | 0.62% | 5,745 | Common | NONE |
| 56585A102 | MPC | MARATHON PETE CORP | $1.1M | 0.60% | 6,570 | Common | NONE |
| 37954Y293 | MLPX | GLOBAL X FDS | $1.1M | 0.60% | 17,299 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $1.1M | 0.59% | 11,993 | Common | NONE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.1M | 0.59% | 11,450 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $1.0M | 0.58% | 24,311 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $1.0M | 0.57% | 5,346 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.0M | 0.55% | 16,836 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $1.0M | 0.55% | 10,750 | Common | NONE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $963,262 | 0.53% | 32,764 | Common | NONE |
| 615369105 | MCO | MOODYS CORP | $929,948 | 0.51% | 1,854 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $922,977 | 0.51% | 3,037 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $898,739 | 0.49% | 12,364 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $886,814 | 0.49% | 1,578 | Common | NONE |
| 00326A104 | SGOL | ETFS GOLD TR | $862,934 | 0.47% | 27,360 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $841,028 | 0.46% | 3,012 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $825,404 | 0.45% | 3,347 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $813,843 | 0.45% | 13,881 | Common | NONE |
| 570535104 | MKL | MARKEL GROUP INC | $788,957 | 0.43% | 395 | Common | NONE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $783,057 | 0.43% | 1,862 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $767,922 | 0.42% | 4,820 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $764,761 | 0.42% | 15,090 | Common | NONE |
| 00206R102 | T | AT&T INC | $757,447 | 0.42% | 26,173 | Common | NONE |
| 37960A438 | CLIP | GLOBAL X FDS | $714,890 | 0.39% | 7,119 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $712,631 | 0.39% | 30,664 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $702,918 | 0.39% | 1,607 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $693,134 | 0.38% | 2,182 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $686,604 | 0.38% | 5,560 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $680,552 | 0.37% | 2,349 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $675,517 | 0.37% | 27,868 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $648,975 | 0.36% | 2,968 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $648,409 | 0.36% | 2,280 | Common | NONE |
| 060505682 | BAC 7.25 PERP L | BANK AMERICA CORP | $644,388 | 0.35% | 531 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $643,535 | 0.35% | 1,390 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $640,928 | 0.35% | 822 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $633,575 | 0.35% | 6,755 | Common | NONE |
| 244199105 | DE | DEERE & CO | $631,036 | 0.35% | 1,241 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $628,597 | 0.35% | 21,520 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $620,906 | 0.34% | 2,606 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $619,983 | 0.34% | 2,730 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $618,915 | 0.34% | 2,981 | Common | NONE |
| 09789C812 | XTEN | BONDBLOXX ETF TRUST | $618,129 | 0.34% | 13,391 | Common | NONE |
| 55261F104 | MTB | M & T BK CORP | $607,383 | 0.33% | 3,131 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $606,195 | 0.33% | 4,489 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $602,107 | 0.33% | 5,103 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $598,314 | 0.33% | 7,916 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $596,512 | 0.33% | 5,326 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $585,183 | 0.32% | 1,985 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $581,428 | 0.32% | 23,790 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $578,565 | 0.32% | 5,746 | Common | NONE |
| 78464A870 | XBI | SPDR SERIES TRUST | $573,079 | 0.31% | 6,910 | Common | NONE |
| 020002101 | ALL | ALLSTATE CORP | $553,804 | 0.30% | 2,751 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $549,344 | 0.30% | 19,584 | Common | NONE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $542,854 | 0.30% | 17,461 | Common | NONE |
| 46090A879 | VRIG | INVESCO ACTIVELY MANAGED EXC | $539,477 | 0.30% | 21,536 | Common | NONE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $535,299 | 0.29% | 14,413 | Common | NONE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $531,032 | 0.29% | 14,925 | Common | NONE |
| 37954Y715 | BOTZ | GLOBAL X FDS | $530,301 | 0.29% | 16,242 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $527,346 | 0.29% | 2,841 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $524,217 | 0.29% | 6,181 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $522,857 | 0.29% | 5,752 | Common | NONE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $518,758 | 0.28% | 12,812 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $516,211 | 0.28% | 1,851 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $496,335 | 0.27% | 3,731 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $494,902 | 0.27% | 2,151 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $493,657 | 0.27% | 2,215 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $493,650 | 0.27% | 6,236 | Common | NONE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $492,605 | 0.27% | 11,526 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $474,450 | 0.26% | 8,979 | Common | NONE |
| 861025104 | SYBT | STOCK YDS BANCORP INC | $469,983 | 0.26% | 5,951 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $459,735 | 0.25% | 5,274 | Common | NONE |
| 46654Q724 | HELO | J P MORGAN EXCHANGE TRADED F | $453,580 | 0.25% | 7,248 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $451,542 | 0.25% | 2,606 | Common | NONE |
| 72201R585 | PYLD | PIMCO ETF TR | $450,808 | 0.25% | 16,986 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $443,956 | 0.24% | 8,690 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $434,298 | 0.24% | 4,378 | Common | NONE |
| 87975E107 | TOLL | TEMA ETF TRUST | $432,575 | 0.24% | 12,662 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $429,960 | 0.24% | 4,675 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $426,037 | 0.23% | 831 | Common | NONE |
| 82889N699 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $420,727 | 0.23% | 15,734 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $417,416 | 0.23% | 1,338 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $397,506 | 0.22% | 9,187 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $394,038 | 0.22% | 1,397 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $390,865 | 0.21% | 2,932 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $389,889 | 0.21% | 831 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $380,237 | 0.21% | 3,469 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $374,277 | 0.21% | 2,055 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $369,489 | 0.20% | 1,265 | Common | NONE |
| 888787108 | TOST | TOAST INC | $363,311 | 0.20% | 8,203 | Common | NONE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $363,241 | 0.20% | 6,972 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $349,777 | 0.19% | 1,644 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $349,511 | 0.19% | 2,593 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $344,013 | 0.19% | 12,433 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $337,874 | 0.19% | 13,859 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $335,954 | 0.18% | 1,232 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $332,608 | 0.18% | 4,794 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $331,337 | 0.18% | 2,335 | Common | NONE |
| 26922A420 | QTUM | ETF SER SOLUTIONS | $327,688 | 0.18% | 3,569 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $311,734 | 0.17% | 623 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $311,213 | 0.17% | 3,728 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $304,567 | 0.17% | 598 | Common | NONE |
| 46641Q159 | JPIE | J P MORGAN EXCHANGE TRADED F | $303,442 | 0.17% | 6,551 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $294,897 | 0.16% | 4,755 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $294,897 | 0.16% | 3,611 | Common | NONE |
| 45782C680 | PAUG | INNOVATOR ETFS TRUST | $293,173 | 0.16% | 7,246 | Common | NONE |
| 464288653 | TLH | ISHARES TR | $291,186 | 0.16% | 2,866 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $289,520 | 0.16% | 4,528 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $284,036 | 0.16% | 5,330 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $274,499 | 0.15% | 393 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $270,236 | 0.15% | 607 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $267,242 | 0.15% | 2,155 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $265,220 | 0.15% | 1,950 | Common | NONE |
| 808524672 | SCHY | SCHWAB STRATEGIC TR | $264,693 | 0.15% | 9,678 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $263,816 | 0.14% | 1,998 | Common | NONE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $263,742 | 0.14% | 2,345 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $262,626 | 0.14% | 5,550 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $261,735 | 0.14% | 1,279 | Common | NONE |
| 01877R108 | ARLP | ALLIANCE RESOURCE PARTNERS L | $261,400 | 0.14% | 10,000 | Common | NONE |
| 37954Y780 | SNSR | GLOBAL X FDS | $260,808 | 0.14% | 6,907 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS INC | $259,845 | 0.14% | 4,137 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $251,559 | 0.14% | 687 | Common | NONE |
| 714236106 | PBT | PERMIAN BASIN RTY TR | $249,200 | 0.14% | 20,000 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $248,701 | 0.14% | 1,402 | Common | NONE |
| 85208R101 | CEF | SPROTT PHYSICAL GOLD & SILVE | $246,820 | 0.14% | 8,200 | Common | NONE |
| 46434G764 | EMXC | ISHARES INC | $245,930 | 0.14% | 3,895 | Common | NONE |
| 219350105 | GLW | CORNING INC | $237,311 | 0.13% | 4,512 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $232,257 | 0.13% | 2,803 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $231,790 | 0.13% | 4,426 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $229,484 | 0.13% | 404 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $228,335 | 0.13% | 1,909 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $227,881 | 0.13% | 6,385 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $225,820 | 0.12% | 1,004 | Common | NONE |
| 87975E602 | RSHO | TEMA ETF TRUST | $221,579 | 0.12% | 5,642 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $212,056 | 0.12% | 523 | Common | NONE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $211,095 | 0.12% | 7,317 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $209,370 | 0.11% | 915 | Common | NONE |
| 69374H881 | COWZ | PACER FDS TR | $208,113 | 0.11% | 3,777 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $207,817 | 0.11% | 612 | Common | NONE |
| 132061862 | TAIL | CAMBRIA ETF TR | $205,511 | 0.11% | 17,140 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $201,349 | 0.11% | 365 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $200,178 | 0.11% | 1,133 | Common | NONE |
| 71654V408 | PBR | PETROLEO BRASILEIRO SA PETRO | $195,406 | 0.11% | 15,620 | Common | NONE |
| 74255Y888 | PREF | PRINCIPAL EXCHANGE TRADED FD | $194,784 | 0.11% | 10,268 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.