Resurgent Financial Advisors LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$166.5B
Holdings
181
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (181 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 37,953 | $8.4B | 5.06% | |
| 2 | MSFTMICROSOFT CORP | 21,955 | $8.2B | 4.95% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,584 | $6.2B | 3.70% | |
| 4 | JPMJPMORGAN CHASE & CO. | 19,522 | $4.8B | 2.88% | |
| 5 | SPYSPDR S&P 500 ETF TR | 7,630 | $4.3B | 2.56% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 21,945 | $4.3B | 2.56% | |
| 7 | IWDISHARES TR | 21,084 | $4.0B | 2.38% | |
| 8 | TPLTEXAS PACIFIC LAND CORPORATI | 2,733 | $3.6B | 2.17% | |
| 9 | NVDANVIDIA CORPORATION | 32,212 | $3.5B | 2.10% | |
| 10 | AMZNAMAZON COM INC | 15,881 | $3.0B | 1.81% | |
| 11 | GOOGLALPHABET INC | 19,059 | $2.9B | 1.77% | |
| 12 | IVVISHARES TR | 5,085 | $2.9B | 1.72% | |
| 13 | HDHOME DEPOT INC | 6,738 | $2.5B | 1.48% | |
| 14 | COPCONOCOPHILLIPS | 22,066 | $2.3B | 1.39% | |
| 15 | IUSBISHARES TR | 47,521 | $2.2B | 1.32% | |
| 16 | JNJJOHNSON & JOHNSON | 12,927 | $2.1B | 1.29% | |
| 17 | WMTWALMART INC | 23,563 | $2.1B | 1.24% | |
| 18 | XOMEXXON MOBIL CORP | 16,989 | $2.0B | 1.21% | |
| 19 | DLNWISDOMTREE TR | 22,014 | $1.7B | 1.05% | |
| 20 | SPHQINVESCO EXCHANGE TRADED FD T | 25,936 | $1.7B | 1.03% | |
| 21 | ETNEATON CORP PLC | 6,147 | $1.7B | 1.00% | |
| 22 | CVXCHEVRON CORP NEW | 9,891 | $1.7B | 0.99% | |
| 23 | QUALISHARES TR | 9,553 | $1.6B | 0.98% | |
| 24 | VVISA INC | 4,531 | $1.6B | 0.95% | |
| 25 | IBITISHARES BITCOIN TRUST ETF | 33,637 | $1.6B | 0.95% | |
| 26 | SPYMSPDR SER TR | 23,137 | $1.5B | 0.91% | |
| 27 | DONWISDOMTREE TR | 29,559 | $1.5B | 0.88% | |
| 28 | JEPQJ P MORGAN EXCHANGE TRADED F | 28,087 | $1.5B | 0.87% | |
| 29 | IVWISHARES TR | 15,329 | $1.4B | 0.85% | |
| 30 | DWDMORGAN STANLEY | 11,905 | $1.4B | 0.83% | |
| 31 | IJRISHARES TR | 12,530 | $1.3B | 0.79% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 1,334 | $1.3B | 0.76% | |
| 33 | PWRQUANTA SVCS INC | 4,714 | $1.2B | 0.72% | |
| 34 | NEENEXTERA ENERGY INC | 16,879 | $1.2B | 0.72% | |
| 35 | DHRDANAHER CORPORATION | 5,746 | $1.2B | 0.71% | |
| 36 | MLPXGLOBAL X FDS | 17,431 | $1.1B | 0.67% | |
| 37 | AMGNAMGEN INC | 3,564 | $1.1B | 0.67% | |
| 38 | ISRGINTUITIVE SURGICAL INC | 2,230 | $1.1B | 0.66% | |
| 39 | CMECME GROUP INC | 3,995 | $1.1B | 0.64% | |
| 40 | DYNFBLACKROCK ETF TRUST | 21,570 | $1.1B | 0.63% | |
| 41 | SHYGISHARES TR | 24,233 | $1.0B | 0.62% | |
| 42 | IVEISHARES TR | 5,404 | $1.0B | 0.62% | |
| 43 | MBBISHARES TR | 10,766 | $1.0B | 0.61% | |
| 44 | VBRVANGUARD INDEX FDS | 5,398 | $1.0B | 0.60% | |
| 45 | VIGIVANGUARD WHITEHALL FDS | 12,084 | $1.0B | 0.60% | |
| 46 | MPCMARATHON PETE CORP | 6,564 | $956.3M | 0.57% | |
| 47 | SGOLETFS GOLD TR | 31,689 | $945.0M | 0.57% | |
| 48 | NFLXNETFLIX INC | 1,010 | $941.9M | 0.57% | |
| 49 | USFRWISDOMTREE TR | 18,168 | $914.4M | 0.55% | |
| 50 | METAMETA PLATFORMS INC | 1,546 | $891.1M | 0.54% | |
| 51 | MAMASTERCARD INCORPORATED | 1,618 | $886.9M | 0.53% | |
| 52 | COWZPACER FDS TR | 16,068 | $879.9M | 0.53% | |
| 53 | AVGOBROADCOM INC | 5,170 | $865.6M | 0.52% | |
| 54 | VTIVANGUARD INDEX FDS | 3,058 | $840.4M | 0.50% | |
| 55 | PGPROCTER AND GAMBLE CO | 4,889 | $833.2M | 0.50% | |
| 56 | MOALTRIA GROUP INC | 13,872 | $832.6M | 0.50% | |
| 57 | EFVISHARES TR | 14,084 | $830.1M | 0.50% | |
| 58 | MCOMOODYS CORP | 1,765 | $821.9M | 0.49% | |
| 59 | MRKMERCK & CO INC | 9,076 | $814.7M | 0.49% | |
| 60 | MSIMOTOROLA SOLUTIONS INC | 1,860 | $814.4M | 0.49% | |
| 61 | SCHZSCHWAB STRATEGIC TR | 33,500 | $775.9M | 0.47% | |
| 62 | SCHGSCHWAB STRATEGIC TR | 29,850 | $747.4M | 0.45% | |
| 63 | KMIKINDER MORGAN INC DEL | 25,954 | $740.5M | 0.44% | |
| 64 | RSGREPUBLIC SVCS INC | 3,041 | $736.4M | 0.44% | |
| 65 | PFEPFIZER INC | 28,170 | $713.8M | 0.43% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 1,345 | $704.4M | 0.42% | |
| 67 | MOATVANECK ETF TRUST | 7,931 | $698.0M | 0.42% | |
| 68 | CBCHUBB LIMITED | 2,301 | $694.9M | 0.42% | |
| 69 | MKLMARKEL GROUP INC | 367 | $686.1M | 0.41% | |
| 70 | TMUST-MOBILE US INC | 2,560 | $682.8M | 0.41% | |
| 71 | TAT&T INC | 23,348 | $660.3M | 0.40% | |
| 72 | TJXTJX COS INC NEW | 5,420 | $660.2M | 0.40% | |
| 73 | BAC 7.25 PERP LBANK AMERICA CORP | 530 | $654.1M | 0.39% | |
| 74 | EMXCISHARES INC | 11,190 | $616.5M | 0.37% | |
| 75 | JPSTJ P MORGAN EXCHANGE TRADED F | 12,114 | $613.3M | 0.37% | |
| 76 | VBVANGUARD INDEX FDS | 2,750 | $609.7M | 0.37% | |
| 77 | ABBVABBVIE INC | 2,858 | $598.8M | 0.36% | |
| 78 | LLYELI LILLY & CO | 724 | $598.1M | 0.36% | |
| 79 | VRIGINVESCO ACTIVELY MANAGED EXC | 23,846 | $598.1M | 0.36% | |
| 80 | VOTVANGUARD INDEX FDS | 2,437 | $596.2M | 0.36% | |
| 81 | DEDEERE & CO | 1,260 | $591.4M | 0.36% | |
| 82 | WTRGESSENTIAL UTILS INC | 14,413 | $569.7M | 0.34% | |
| 83 | ITOTISHARES TR | 4,490 | $547.8M | 0.33% | |
| 84 | UNPUNION PAC CORP | 2,275 | $537.4M | 0.32% | |
| 85 | AGGISHARES TR | 5,430 | $537.1M | 0.32% | |
| 86 | TTTRANE TECHNOLOGIES PLC | 1,584 | $533.7M | 0.32% | |
| 87 | LMTLOCKHEED MARTIN CORP | 1,191 | $532.0M | 0.32% | |
| 88 | EFGISHARES TR | 5,289 | $528.9M | 0.32% | |
| 89 | SCHXSCHWAB STRATEGIC TR | 23,790 | $525.3M | 0.32% | |
| 90 | IEMGISHARES INC | 9,666 | $521.7M | 0.31% | |
| 91 | MTBM & T BK CORP | 2,863 | $511.8M | 0.31% | |
| 92 | CIBRFIRST TR EXCHANGE TRADED FD | 7,973 | $502.3M | 0.30% | |
| 93 | GLWCORNING INC | 10,925 | $500.2M | 0.30% | |
| 94 | TXNTEXAS INSTRS INC | 2,772 | $498.1M | 0.30% | |
| 95 | MDTMEDTRONIC PLC | 5,536 | $497.5M | 0.30% | |
| 96 | CLCOLGATE PALMOLIVE CO | 5,278 | $494.5M | 0.30% | |
| 97 | DISDISNEY WALT CO | 4,815 | $475.2M | 0.29% | |
| 98 | QQQMINVESCO EXCH TRADED FD TR II | 2,458 | $474.4M | 0.28% | |
| 99 | XLESELECT SECTOR SPDR TR | 5,027 | $469.8M | 0.28% | |
| 100 | SPDWSPDR INDEX SHS FDS | 12,872 | $468.7M | 0.28% |
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