Resurgent Financial Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001912339

Type: FundHoldings: 181Value: $166.5MLatest: 2025Q1

Resurgent Financial Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 181 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "PBT",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "ASML",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "COF",
  "DUK",
  null,
  "WTRG",
  "EOG",
  null,
  null,
  "HD",
  "MCD",
  null,
  "UNP",
  "SYBT",
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  "MPC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "DLN",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "SPG",
  "SPDW",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "SPLG",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "VOE",
  null,
  "VIG",
  "TRGP",
  "XLB",
  null,
  null,
  "VYM",
  null,
  "VRTX",
  "TT",
  "WM",
  "SGOL",
  "VIGI",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "PFG",
  null,
  null,
  null,
  "TPL",
  "CEF",
  null,
  "MGK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WMB",
  null,
  null,
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "HIW",
  "MKL",
  "CRM",
  null,
  null,
  null,
  null,
  "ARLP",
  null,
  null,
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "DHR",
  "DE",
  "MCO",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 181
Total Value: 166523610
Accession Number: 0001085146-25-002603
Form Type: 13F-HR
CIK: resurgent-financial-advisors
Manager Name: Resurgent-Financial-Advisors

Data Enrichment

74% identified

134 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

181 positions • $166.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

Sort by:

Apple Inc.

AAPL|037833100

Shares:38.0K

Value:$8.4M

% of Portfolio:5.1% ($8.4M/$166.5M)

MICROSOFT CORP

MSFT|594918104

Shares:22.0K

Value:$8.2M

% of Portfolio:4.9% ($8.2M/$166.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.6K

Value:$6.2M

% of Portfolio:3.7% ($6.2M/$166.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.5K

Value:$4.8M

% of Portfolio:2.9% ($4.8M/$166.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.6K

Value:$4.3M

% of Portfolio:2.6% ($4.3M/$166.5M)

921908844

VIG|921908844

Shares:21.9K

Value:$4.3M

% of Portfolio:2.6% ($4.3M/$166.5M)

464287598

IWD|464287598

Shares:21.1K

Value:$4.0M

% of Portfolio:2.4% ($4.0M/$166.5M)

Texas Pacific Land Corp

TPL|88262P102

Shares:2.7K

Value:$3.6M

% of Portfolio:2.2% ($3.6M/$166.5M)

NVIDIA CORP

NVDA|67066G104

Shares:32.2K

Value:$3.5M

% of Portfolio:2.1% ($3.5M/$166.5M)

AMAZON COM INC

AMZN|023135106

Shares:15.9K

Value:$3.0M

% of Portfolio:1.8% ($3.0M/$166.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:19.1K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$166.5M)

464287200

IVV|464287200

Shares:5.1K

Value:$2.9M

% of Portfolio:1.7% ($2.9M/$166.5M)

HOME DEPOT, INC.

HD|437076102

Shares:6.7K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$166.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:22.1K

Value:$2.3M

% of Portfolio:1.4% ($2.3M/$166.5M)

46434V613

Shares:47.5K

Value:$2.2M

% of Portfolio:1.3% ($2.2M/$166.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.9K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$166.5M)

Walmart Inc.

WMT|931142103

Shares:23.6K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$166.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:17.0K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$166.5M)

97717W307

DLN|97717W307

Shares:22.0K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$166.5M)

46137V241

Shares:25.9K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$166.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	38.0K	QoQ -1.55% (-598) YoY -6.59% (-2.7K)	All Managers (Combined)	$8.4M	5.1% ($8.4M/$166.5M)	QoQ -12.67% (-$1.2M) YoY +20.99% (-$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	22.0K	QoQ +0.61% (-135) YoY -6.82% (-1.6K)	All Managers (Combined)	$8.2M	4.9% ($8.2M/$166.5M)	QoQ -10.38% (-$955.5K) YoY -16.86% (-$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.6K	QoQ +0.54% (+63) YoY +11.28% (+1.2K)	All Managers (Combined)	$6.2M	3.7% ($6.2M/$166.5M)	QoQ +18.13% (+$947.2K) YoY +40.94% (+$1.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.5K	QoQ -1.98% (-396) YoY -7.17% (-1.5K)	All Managers (Combined)	$4.8M	2.9% ($4.8M/$166.5M)	QoQ +0.29% (-$14.1K) YoY +13.67% (-$576.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.6K	QoQ +747.77% (+6.7K) YoY +29.32% (+1.7K)	All Managers (Combined)	$4.3M	2.6% ($4.3M/$166.5M)	QoQ +10622.25% (+$4.2M) YoY +16527.23% (+$4.2M)
(VIGcusip921908844)	21.9K	QoQ +5.60% (+1.2K) YoY -33.42% (-11.0K)	All Managers (Combined)	$4.3M	2.6% ($4.3M/$166.5M)	QoQ +4.61% (+$187.8K) YoY -29.27% (-$1.8M)
(IWDcusip464287598)	21.1K	QoQ -2.09% (-451) YoY -38.30% (-13.1K)	All Managers (Combined)	$4.0M	2.4% ($4.0M/$166.5M)	QoQ -0.48% (-$19.5K) YoY -35.18% (-$2.2M)
Texas Pacific Land Corp(TPLcusip88262P102)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.6M	2.2% ($3.6M/$166.5M)	QoQ +19.80% (+$598.6K) YoY +129.03% (+$2.0M)
NVIDIA CORP(NVDAcusip67066G104)	32.2K	QoQ +7953.00% (+31.8K) YoY +792.79% (+28.6K)	All Managers (Combined)	$3.5M	2.1% ($3.5M/$166.5M)	QoQ +58803.12% (+$3.5M) YoY +7.09% (+$231.2K)
AMAZON COM INC(AMZNcusip023135106)	15.9K	QoQ +4.57% (-695) YoY +1.39% (+219)	All Managers (Combined)	$3.0M	1.8% ($3.0M/$166.5M)	QoQ -9.30% (-$310.1K) YoY +6.95% (+$196.4K)
Alphabet Inc.(GOOGLcusip02079K305)	19.1K	QoQ +9.06% (-1.6K) YoY -3.53% (-698)	All Managers (Combined)	$2.9M	1.8% ($2.9M/$166.5M)	QoQ -10.90% (-$360.9K) YoY -1.16% (-$34.7K)
(IVVcusip464287200)	5.1K	QoQ -5.72% (-309) YoY -53.11% (-5.8K)	All Managers (Combined)	$2.9M	1.7% ($2.9M/$166.5M)	QoQ -10.01% (-$318.1K) YoY -49.88% (-$2.8M)
HOME DEPOT, INC.(HDcusip437076102)	6.7K	QoQ -8.31% (-611) YoY -16.93% (-1.4K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$166.5M)	QoQ -13.61% (-$389.2K) YoY -20.63% (-$642.1K)
CONOCOPHILLIPS(COPcusip20825C104)	22.1K	QoQ +2.00% (+433) YoY +17.65% (-3.3K)	All Managers (Combined)	$2.3M	1.4% ($2.3M/$166.5M)	QoQ +8.01% (+$172.0K) YoY -2.92% (-$69.8K)
(cusip46434V613)✕	47.5K	QoQ +0.46% (+218) YoY +28.48% (+10.5K)	All Managers (Combined)	$2.2M	1.3% ($2.2M/$166.5M)	QoQ +2.41% (+$51.7K) YoY +29.86% (+$503.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	12.9K	QoQ -1.93% (-255) YoY +1.46% (+187)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$166.5M)	QoQ +12.45% (-$237.4K) YoY +6.36% (+$128.3K)
Walmart Inc.(WMTcusip931142103)	23.6K	QoQ -1.78% (-428) YoY -15.42% (-4.3K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$166.5M)	QoQ -4.56% (-$99.0K) YoY +23.40% (-$392.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	17.0K	QoQ -0.48% (-82) YoY -4.21% (-748)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$166.5M)	QoQ +10.03% (-$184.2K) YoY -1.99% (-$41.2K)
(DLNcusip97717W307)	22.0K	QoQ -0.94% (-211) YoY -53.61% (-25.4K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$166.5M)	QoQ +1.06% (-$18.4K) YoY -48.99% (-$1.7M)
(cusip46137V241)✕	25.9K	QoQ +2.08% (+529) YoY -23.17% (-7.8K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$166.5M)	QoQ +1.03% (+$17.6K) YoY -15.64% (-$319.1K)