Resurgent Financial Advisors LLC
CIK: 0001912339SEC EDGAR →
Portfolio Value
$199.4M
Holdings
216
As of
Q4 2025
New Positions
39
Closed Positions
18
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 20,265 | $9.8M | 4.91% |
| 2 | APPLE INC | 33,293 | $9.1M | 4.54% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 11,523 | $5.8M | 2.90% |
| 4 | NVIDIA CORPORATION | 30,616 | $5.7M | 2.86% |
| 5 | JPMORGAN CHASE & CO. | 16,769 | $5.4M | 2.71% |
| 6 | ALPHABET INC | 17,057 | $5.3M | 2.68% |
| 7 | VANGUARD SPECIALIZED FUNDS | 21,570 | $4.7M | 2.38% |
| 8 | AMAZON COM INC | 16,301 | $3.8M | 1.89% |
| 9 | ISHARES TR | 17,112 | $3.6M | 1.80% |
| 10 | SPDR S&P 500 ETF TR | 5,271 | $3.6M | 1.80% |
Quarterly Changes
New Positions (22)
$520K · 1K shares
$458K · 10K shares
$375K · 2K shares
$364K · 5K shares
$330K · 4K shares
$272K · 2K shares
$269K · 3K shares
$258K · 8K shares
$241K · 2K shares
$238K · 10K shares
$235K · 4K shares
$222K · 4K shares
$211K · 2K shares
$209K · 3K shares
$207K · 729 shares
$204K · 3K shares
$153K · 10K shares
$83K · 20K shares
$45K · 12K shares
$37K · 12K shares
$33K · 13K shares
$25K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $96.4M | 48.4% |
| Technology | 25 | $36.4M | 18.2% |
| Energy | 11 | $11.8M | 5.9% |
| Healthcare | 16 | $10.6M | 5.3% |
| Unknown | 9 | $9.2M | 4.6% |
| Communication Services | 7 | $8.5M | 4.3% |
| Consumer Cyclical | 6 | $8.2M | 4.1% |
| Industrials | 13 | $6.9M | 3.5% |
| Consumer Defensive | 6 | $6.3M | 3.2% |
| Utilities | 3 | $2.2M | 1.1% |
| Real Estate | 3 | $1.5M | 0.8% |
| Basic Materials | 4 | $1.3M | 0.6% |