Resurgent Financial Advisors LLC Purchases in Q3 2025

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FXE
Invesco Currency Shares Euro Trust

ETFs
23K
New
$105.31 - $109.29 $2.42M - $2.51M
23K $2.49M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
22.7K
New
$73.76 - $76.98 $1.67M - $1.74M
22.7K $1.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.19K
New
$224.68 - $282.71 $717K - $902K
3.19K $891K
O
Realty Income Corp

Real Estate
11.9K
New
$56.13 - $60.79 $670K - $726K
11.9K $725K
PDI
Pimco Dynamic Income Fund

Financial Services
34.4K
New
$18.85 - $20.07 $648K - $690K
34.4K $680K
PFF
Ishares Trust Ishares Pfd And

ETFs
21.4K
New
$30.67 - $32.13 $655K - $686K
21.4K $675K
JPIB
Jpmorgan International Bond Op

ETFs
12.6K
New
$48.32 - $49.13 $610K - $620K
12.6K $619K
USFR
Wisdomtree Floating Rate Treas

ETFs
12.2K
+ 50.66%
$50.23 - $50.48 $611K - $614K
36.2K $1.82M
RYLD
Global X Fds Russell 2000 Cove

ETFs
40.6K
New
$14.46 - $15.29 $587K - $620K
40.6K $610K
AIQ
Global X Funds Global X Artifi

ETFs
10.8K
New
$43.2 - $49.66 $467K - $537K
10.8K $534K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.74K
New
$100.16 - $100.7 $474K - $477K
4.74K $476K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.96K
+ 26.24%
$54.35 - $59.32 $324K - $353K
28.6K $1.7M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
11.2K
New
$38.13 - $39.74 $427K - $445K
11.2K $439K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.62K
New
$59.29 - $62.87 $392K - $416K
6.62K $397K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.07K
+ 87.01%
$51.78 - $57.89 $314K - $351K
13K $749K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
358
+ 3.03%
$459.11 - $506.91 $164K - $181K
12.2K $6.12M
CASY
Caseys General Stores Inc

Consumer Cyclical
668
New
$494.52 - $565.32 $330K - $378K
668 $377K
META
Meta Platforms, Inc.

Communication Services
502
+ 30.24%
$695.21 - $791.73 $349K - $397K
2.16K $1.59M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.95K
New
$43.07 - $91.37 $170K - $361K
3.95K $360K
CSCO
Cisco Systems, Inc.

Technology
5.32K
+ 110.97%
$66.2 - $71.79 $352K - $382K
10.1K $691K
XLV
Select Sector Spdr Fund Health

ETFs
2.39K
+ 91.98%
$129.01 - $139.72 $308K - $333K
4.98K $692K
FXI
Ishares Tr

ETFs
8.24K
New
$36.18 - $41.62 $298K - $343K
8.24K $338K
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 5.68%
$293.94 - $444.72 $36.4K - $55.1K
2.31K $1.03M
JPIE
J P Morgan Exchange Traded Fd
7.14K
+ 109.01%
$46.01 - $46.55 $329K - $332K
13.7K $635K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.23K
+ 53.47%
$70.85 - $76.96 $300K - $326K
12.1K $923K
VZ
Verizon Communications Inc

Communication Services
7.1K
+ 77.27%
$40.84 - $45.06 $290K - $320K
16.3K $715K
BOTZ
Global X Fds

ETFs
7.72K
+ 47.5%
$32.14 - $35.96 $248K - $277K
24K $848K
UBER
Uber Technologies, Inc

Technology
3.23K
New
$86.91 - $99.57 $280K - $321K
3.23K $316K
OEF
Ishares S&P 100 ETF

ETFs
1.15K
New
N/A
1.15K $306K
INTC
Intel Corp

Technology
8.9K
New
$19.31 - $35.5 $172K - $316K
8.9K $298K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.88K
New
$49.78 - $50.75 $293K - $299K
5.88K $297K
GLDM
World Gold Trust

ETFs
3.68K
New
$64.73 - $76.45 $238K - $281K
3.68K $281K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.59K
New
$116.14 - $168.56 $184K - $268K
1.59K $267K
PLTR
Palantir Technologies Inc.

Technology
1.47K
New
$130.68 - $186.97 $191K - $274K
1.47K $267K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.36K
+ 41.8%
$39.8 - $42.86 $213K - $230K
18.2K $777K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.01K
New
$236.25 - $257.69 $239K - $261K
1.01K $259K
EMB
Ishares Tr

ETFs
2.6K
New
$91.52 - $95.59 $238K - $248K
2.6K $247K
MGK
Vanguard Mega Cap Growth ETF

ETFs
549
+ 79.91%
$362.31 - $405.74 $199K - $223K
1.24K $497K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
11.6K
+ 113.01%
$18.86 - $19.16 $219K - $222K
21.9K $418K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.17K
+ 24.0%
$28.92 - $32.19 $149K - $166K
26.7K $851K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.02K
+ 75.35%
$52.55 - $54.37 $211K - $218K
9.35K $505K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.09K
New
$63.92 - $70.83 $198K - $219K
3.09K $218K
AVB
Avalonbay Communities Inc

Real Estate
1.12K
New
$182.72 - $204.51 $205K - $229K
1.12K $216K
CVS
Cvs Health Corp

Healthcare
2.85K
New
$58.75 - $76.5 $167K - $218K
2.85K $214K
GE
General Electric CO

Industrials
699
New
$244.75 - $305.63 $171K - $214K
699 $210K
WMT
Walmart Inc.

Consumer Defensive
641
+ 2.39%
$94.4 - $104.27 $60.5K - $66.8K
27.5K $2.83M
PFE
Pfizer Inc

Healthcare
6.33K
+ 22.73%
$23.29 - $25.88 $148K - $164K
34.2K $871K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.3K
+ 17.7%
$42.75 - $43.37 $184K - $187K
28.6K $1.24M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.14K
+ 9.21%
$72.65 - $78.68 $82.7K - $89.6K
13.5K $1.06M
Activity Summary
Buys All Purchases 104 New Holdings 39 Increased Positions 65 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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