Resurgent Financial Advisors LLC Incresed Positions in Q3 2025

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
12.2K
+ 50.66%
$50.23 - $50.48 $611K - $614K
36.2K $1.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.96K
+ 26.24%
$54.35 - $59.32 $324K - $353K
28.6K $1.7M
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
META
Meta Platforms, Inc.

Communication Services
502
+ 30.24%
$695.21 - $791.73 $349K - $397K
2.16K $1.59M
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
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
BOTZ
Global X Fds

ETFs
7.72K
+ 47.5%
$32.14 - $35.96 $248K - $277K
24K $848K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.36K
+ 41.8%
$39.8 - $42.86 $213K - $230K
18.2K $777K
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
385
+ 3.37%
$108.46 - $120.63 $41.8K - $46.4K
11.8K $1.4M
COP
Conocophillips

Energy
254
+ 1.1%
$91.0 - $98.99 $23.1K - $25.1K
23.4K $2.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.23K
+ 42.85%
$98.52 - $103.93 $121K - $128K
4.09K $421K
TJX
Tjx Companies Inc

Consumer Cyclical
88
+ 1.58%
$121.35 - $144.54 $10.7K - $12.7K
5.65K $816K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.61K
+ 41.39%
$62.54 - $68.42 $101K - $110K
5.51K $371K
XOM
Exxon Mobil Corp

Energy
251
+ 1.37%
$105.83 - $117.22 $26.6K - $29.4K
18.6K $2.1M
XLF
Financial Sector Spdr

ETFs
1.99K
+ 44.85%
$51.37 - $54.25 $102K - $108K
6.41K $345K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
855
+ 3.43%
$70.77 - $73.59 $60.5K - $62.9K
25.8K $1.89M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$57.75 - $67.68 $57.8 - $67.7
13.9K $917K
LLY
Eli Lilly & CO

Healthcare
140
+ 17.03%
$625.65 - $812.69 $87.6K - $114K
962 $734K
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 19.31%
$404.94 - $499.99 $40.9K - $50.5K
624 $302K
IVE
Ishares S&P 500 Value ETF

ETFs
111
+ 1.93%
$194.44 - $206.51 $21.6K - $22.9K
5.86K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
354
+ 2.17%
$211.65 - $238.24 $74.9K - $84.3K
16.7K $3.66M
MDT
Medtronic PLC

Healthcare
220
+ 4.17%
$87.67 - $95.74 $19.3K - $21.1K
5.49K $523K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.73K
+ 17.9%
$26.92 - $28.6 $46.6K - $49.5K
11.4K $318K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
741
+ 19.62%
$55.15 - $58.11 $40.9K - $43.1K
4.52K $259K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
80
+ 0.69%
$42.67 - $46.91 $3.41K - $3.75K
11.6K $543K
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 13.7%
$546.99 - $602.2 $27.3K - $30.1K
415 $249K
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.17%
$134.8 - $184.42 $539 - $738
2.34K $378K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.4K
+ 4.55%
$22.9 - $23.58 $32K - $32.9K
32.1K $752K
PANW
Palo Alto Networks Inc

Technology
145
+ 11.34%
$167.06 - $208.19 $24.2K - $30.2K
1.42K $289K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
483
+ 5.56%
$50.85 - $51.35 $24.6K - $24.8K
9.17K $469K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
351
+ 2.93%
$86.07 - $90.74 $30.2K - $31.8K
12.3K $1.11M
MA
Mastercard Inc

Financial Services
19
+ 1.2%
$550.18 - $598.96 $10.5K - $11.4K
1.6K $908K
UNP
Union Pacific Corp

Industrials
22
+ 1.02%
$214.91 - $237.16 $4.73K - $5.22K
2.17K $513K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.15%
$62.09 - $66.51 $435 - $466
4.76K $310K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.32%
$291.67 - $316.99 $1.17K - $1.27K
1.27K $385K
LQD
Ishares Iboxx $ Investment Gra

ETFs
61
+ 1.76%
$107.66 - $112.36 $6.57K - $6.85K
3.53K $393K
MKL
Markel Corp

Financial Services
24
+ 6.08%
$1898.34 - $2031.8 $45.6K - $48.8K
419 $800K
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
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email