Resurgent Financial Advisors LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$182.1M

Holdings

186

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (186 positions)

StockValue
MSFTMICROSOFT CORP
$11.2M
AAPLAPPLE INC
$7.9M
JPMJPMORGAN CHASE & CO.
$5.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.7M
NVDANVIDIA CORPORATION
$5.1M
SPYSPDR S&P 500 ETF TR
$4.5M
VIGVANGUARD SPECIALIZED FUNDS
$4.5M
IWDISHARES TR
$3.8M
AMZNAMAZON COM INC
$3.6M
GOOGLALPHABET INC
$3.3M
TPLTEXAS PACIFIC LAND CORPORATI
$2.9M
WMTWALMART INC
$2.6M
HDHOME DEPOT INC
$2.5M
IVVISHARES TR
$2.5M
ETNEATON CORP PLC
$2.2M
COPCONOCOPHILLIPS
$2.1M
IBITISHARES BITCOIN TRUST ETF
$2.0M
JNJJOHNSON & JOHNSON
$2.0M
XOMEXXON MOBIL CORP
$2.0M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.9M
IUSBISHARES TR
$1.9M
SPHQINVESCO EXCHANGE TRADED FD T
$1.8M
QUALISHARES TR
$1.7M
DLNWISDOMTREE TR
$1.7M
PWRQUANTA SVCS INC
$1.7M
IVWISHARES TR
$1.5M
DONWISDOMTREE TR
$1.5M
NFLXNETFLIX INC
$1.5M
VVISA INC
$1.5M
AVGOBROADCOM INC
$1.5M
ISRGINTUITIVE SURGICAL INC
$1.5M
CVXCHEVRON CORP NEW
$1.4M
COSTCOSTCO WHSL CORP NEW
$1.4M
EFVISHARES TR
$1.4M
IWMISHARES TR
$1.3M
IJRISHARES TR
$1.2M
DYNFBLACKROCK ETF TRUST
$1.2M
NEENEXTERA ENERGY INC
$1.2M
METAMETA PLATFORMS INC
$1.2M
USFRWISDOMTREE TR
$1.2M
DWDMORGAN STANLEY
$1.2M
DHRDANAHER CORPORATION
$1.2M
CMECME GROUP INC
$1.2M
IVEISHARES TR
$1.1M
MPCMARATHON PETE CORP
$1.1M
MLPXGLOBAL X FDS
$1.1M
VIGIVANGUARD WHITEHALL FDS
$1.1M
HOODROBINHOOD MKTS INC
$1.1M
SHYGISHARES TR
$1.0M
VBRVANGUARD INDEX FDS
$1.0M
IEMGISHARES INC
$1.0M
MBBISHARES TR
$1.0M
KMIKINDER MORGAN INC DEL
$963K
MCOMOODYS CORP
$930K
VTIVANGUARD INDEX FDS
$923K
SPYMSPDR SERIES TRUST
$899K
MAMASTERCARD INCORPORATED
$887K
SGOLETFS GOLD TR
$863K
AMGNAMGEN INC
$841K
RSGREPUBLIC SVCS INC
$825K
MOALTRIA GROUP INC
$814K
MKLMARKEL GROUP INC
$789K
MSIMOTOROLA SOLUTIONS INC
$783K
PGPROCTER AND GAMBLE CO
$768K
JPSTJ P MORGAN EXCHANGE TRADED F
$765K
TAT&T INC
$757K
CLIPGLOBAL X FDS
$715K
SCHZSCHWAB STRATEGIC TR
$713K
TTTRANE TECHNOLOGIES PLC
$703K
TSLATESLA INC
$693K
TJXTJX COS INC NEW
$687K
CBCHUBB LIMITED
$681K
PFEPFIZER INC
$676K
ORCLORACLE CORP
$649K
VOTVANGUARD INDEX FDS
$648K
BAC 7.25 PERP LBANK AMERICA CORP
$644K
LMTLOCKHEED MARTIN CORP
$644K
LLYELI LILLY & CO
$641K
MOATVANECK ETF TRUST
$634K
DEDEERE & CO
$631K
SCHGSCHWAB STRATEGIC TR
$629K
TMUST-MOBILE US INC
$621K
QQQMINVESCO EXCH TRADED FD TR II
$620K
TXNTEXAS INSTRS INC
$619K
XTENBONDBLOXX ETF TRUST
$618K
MTBM & T BK CORP
$607K
ITOTISHARES TR
$606K
DUKDUKE ENERGY CORP NEW
$602K
CIBRFIRST TR EXCHANGE TRADED FD
$598K
EFGISHARES TR
$597K
IBMINTERNATIONAL BUSINESS MACHS
$585K
SCHXSCHWAB STRATEGIC TR
$581K
SGOVISHARES TR
$579K
XBISPDR SERIES TRUST
$573K
ALSALLSTATE CORP
$554K
SCHMSCHWAB STRATEGIC TR
$549K
HIWHIGHWOODS PPTYS INC
$543K
VRIGINVESCO ACTIVELY MANAGED EXC
$539K
WTRGESSENTIAL UTILS INC
$535K
THROBLACKROCK ETF TRUST
$531K
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