Resurgent Financial Advisors LLC Reduced Holdings in Q3 2025

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-1.74K
- 64.46%
$433.66 - $544.47 $754K - $947K
959 $428K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.56K
- 63.33%
$50.47 - $50.74 $482K - $485K
5.53K $280K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.6K
- 27.78%
$182.33 - $194.5 $474K - $505K
6.75K $1.31M
CME
Cme Group Inc.

Financial Services
-1.25K
- 30.01%
$258.83 - $287.1 $325K - $360K
2.92K $790K
TPL
Texas Pacific Land Corp

Energy
-20
- 0.74%
$854.83 - $1075.97 $17.1K - $21.5K
2.69K $2.51M
IWM
Ishares Russell 2000 ETF

ETFs
-1.89K
- 30.69%
$214.92 - $244.84 $407K - $464K
4.28K $1.03M
KMI
Kinder Morgan, Inc.

Energy
-8.51K
- 25.96%
$26.23 - $28.5 $223K - $242K
24.3K $686K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.08K
- 14.86%
$45.6 - $46.92 $277K - $285K
34.8K $1.63M
RSG
Republic Services, Inc.

Industrials
-895
- 26.74%
$225.33 - $246.01 $202K - $220K
2.45K $562K
DHR
Danaher Corp

Healthcare
-1.28K
- 21.35%
$181.46 - $212.2 $233K - $272K
4.73K $937K
JPM
Jpmorgan Chase & CO

Financial Services
-2.31K
- 11.55%
$282.78 - $316.06 $654K - $730K
17.7K $5.58M
MS
Morgan Stanley

Financial Services
-2.32K
- 27.24%
$139.09 - $161.16 $323K - $374K
6.2K $985K
COST
Costco Wholesale Corp

Consumer Defensive
-133
- 9.74%
$915.95 - $994.57 $122K - $132K
1.23K $1.14M
V
Visa Inc.

Financial Services
-425
- 10.23%
$332.09 - $358.86 $141K - $153K
3.73K $1.27M
IBM
International Business Machines Corp

Technology
-584
- 29.42%
$234.77 - $292.47 $137K - $171K
1.4K $395K
MCO
Moodys Corp

Financial Services
-296
- 15.97%
$472.69 - $521.32 $140K - $154K
1.56K $742K
EFV
Msci Eafe Value ETF

ETFs
-4.06K
- 19.07%
$62.79 - $68.42 $255K - $278K
17.2K $1.17M
AMGN
Amgen Inc

Healthcare
-672
- 22.31%
$271.18 - $309.22 $182K - $208K
2.34K $660K
TT
Trane Technologies PLC

Industrials
-357
- 22.22%
$398.96 - $472.54 $142K - $169K
1.25K $527K
NFLX
Netflix Inc

Communication Services
-16
- 1.45%
$1147.87 - $1297.18 $18.4K - $20.8K
1.09K $1.3M
ETN
Eaton Corp PLC

Industrials
-721
- 11.54%
$342.99 - $392.76 $247K - $283K
5.53K $2.07M
MTB
M&T Bank Corp

Financial Services
-876
- 27.98%
$183.74 - $204.05 $161K - $179K
2.26K $445K
PM
Philip Morris International Inc.

Consumer Defensive
-586
- 28.52%
$157.77 - $183.27 $92.5K - $107K
1.47K $238K
SCHO
Schwab Short Term Us Treasury

ETFs
-5.52K
- 39.82%
$24.23 - $24.42 $134K - $135K
8.34K $203K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-719
- 26.34%
$225.11 - $247.9 $162K - $178K
2.01K $496K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.44K
- 7.32%
$192.76 - $203.86 $277K - $293K
18.2K $3.71M
T
At&T Inc.

Communication Services
-2.94K
- 11.21%
$26.94 - $29.62 $79.1K - $86.9K
23.2K $656K
TXN
Texas Instruments Inc

Technology
-489
- 16.4%
N/A
2.49K $484K
SGOL
Abrdn Gold ETF Trust

ETFs
-6.43K
- 23.5%
$31.18 - $36.81 $200K - $237K
20.9K $770K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-3.48K
- 22.1%
$26.46 - $28.43 $92K - $98.9K
12.3K $342K
IEFA
Ishares Tr

ETFs
-1.04K
- 27.95%
$81.7 - $87.53 $85.1K - $91.2K
2.69K $234K
IEMG
Ishares Inc

ETFs
-1.3K
- 7.71%
N/A
15.5K $833K
CB
Chubb LTD

Financial Services
-184
- 7.83%
$265.99 - $289.59 $48.9K - $53.3K
2.17K $611K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.17K
- 16.2%
$28.15 - $30.13 $89.3K - $95.6K
16.4K $486K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-694
- 10.27%
N/A
6.06K $520K
MRK
Merck & Co., Inc.

Healthcare
-1.04K
- 16.74%
$77.6 - $87.37 $81K - $91.2K
5.19K $435K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-820
- 4.74%
$59.5 - $62.99 $48.8K - $51.7K
16.5K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
-261
- 1.2%
N/A
21.5K $3.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.13K
- 17.15%
$27.61 - $29.15 $58.9K - $62.1K
10.3K $299K
DUK
Duke Energy Corp

Utilities
-592
- 11.6%
$116.31 - $125.93 $68.9K - $74.6K
4.51K $558K
APD
Air Products & Chemicals, Inc.

Basic Materials
-99
- 7.09%
$265.78 - $299.3 $26.3K - $29.6K
1.3K $353K
PEP
Pepsico Inc

Consumer Defensive
-382
- 19.12%
$133.81 - $152.16 $51.1K - $58.1K
1.62K $226K
IVV
Ishares Core S&P 500 ETF

ETFs
-348
- 8.53%
$620.67 - $670.08 $216K - $233K
3.73K $2.5M
PG
Procter & Gamble CO

Consumer Defensive
-59
- 1.22%
$150.47 - $161.22 $8.88K - $9.51K
4.76K $731K
SNPS
Synopsys Inc

Technology
-31
- 3.73%
$387.78 - $645.35 $12K - $20K
800 $394K
DIS
Walt Disney CO

Communication Services
-51
- 2.37%
$112.25 - $124.0 $5.72K - $6.32K
2.1K $240K
MBB
Ishares Tr

ETFs
-401
- 3.73%
$92.46 - $95.73 $37.1K - $38.4K
10.3K $984K
WMB
Williams Companies, Inc.

Energy
-390
- 9.43%
$56.52 - $64.01 $22K - $25K
3.75K $237K
BAC
Bank Of America Corp

Financial Services
-877
- 15.8%
$44.92 - $52.42 $39.4K - $46K
4.67K $241K
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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