RF

Resurgent Financial Advisors LLC

13F
Resurgent Financial Advisors LLC
Last update 2025-05-05 181 Stocks (15 new)
Value $167.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(5.06%)MSFT(4.95%)BRK.B(3.70%)JPM(2.88%)SPY(2.56%)
Summary Stock Picks Current Portfolio
Resurgent Financial Advisors L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
37,953
8,430.5
-1.55%
5.060
-0.09%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MSFT 		Microsoft Corp
21,955
8,241.8
+0.62%
4.950
+0.03%
0.000
+16.18%
+9.64%
3,421,645.9
Software
BRK.B 		Berkshire Hathaway Inc
11,584
6,169.4
+0.55%
3.700
+0.02%
0.000
-1.92%
+11.18%
1,088,003.4
Insurance
JPM 		JPMorgan Chase & Co
19,522
4,788.7
-1.99%
2.880
-0.06%
0.000
+0.37%
+11.38%
733,680.9
Banks
SPY 		SPDR S&P 500 ETF Trust
7,630
4,268.2
+14.22%
2.560
+0.32%
0.000
-0.51%
+0.87%
603,465.9
 
VIG 		Vanguard Dividend Appreciation FTF
21,945
4,257.2
+5.61%
2.560
+0.14%
0.000
-2.09%
+1.56%
88,208.2
 
IWD 		iShares Russell 1000 Value ETF
21,084
3,967.2
-2.09%
2.380
-0.05%
0.010
-2.54%
+2.32%
61,170.1
 
TPL 		Texas Pacific Land Corp
2,733
3,621.2
0%
2.170
0%
0.010
-21.90%
+0.84%
25,608.6
Oil & Gas
NVDA 		NVIDIA Corp
32,212
3,491.2
-5.57%
2.100
-0.15%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
AMZN 		Amazon.com Inc
15,881
3,021.5
+4.58%
1.810
+0.08%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical

Resurgent Financial Advisors LLC's Historical Top Holdings Breakdowns

Resurgent Financial Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MDLZ 		Mondelez International Inc2025-03-31Sold Out
-0.64%
●
56.12 ($61.63) 68.15
$67.49
9.51%
Sold Out
0
-18,268
FCX 		Freeport-McMoRan Inc2025-03-31Sold Out
-0.56%
●
34.5 ($38.26) 43.01
$38.48
0.58%
Sold Out
0
-24,785
NFLX 		Netflix Inc2025-03-31Add
+0.40%
●
828.4 ($951.01) 1058.6
$1,207.23
26.94%
Add 234.44%
1,010
708
ORCL 		Oracle Corp2025-03-31Reduce
-0.34%
●
139.81 ($162.81) 186.47
$165.53
1.67%
Reduce -65.57%
1,831
-3,487
ICE 		Intercontinental Exchange Inc2025-03-31Sold Out
-0.34%
●
142.8 ($163.84) 176.36
$179.80
9.74%
Sold Out
0
-3,928
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.32%
●
551.42 ($587.78) 612.93
$589.39
0.27%
Add 14.22%
7,630
950
GLW 		Corning Inc2025-03-31New Buy
+0.30%
●
44.91 ($49.38) 54.25
$49.59
0.43%
New holding
10,925
10,925
MS 		Morgan Stanley2025-03-31Add
+0.30%
●
111.68 ($128.85) 141.08
$128.03
-0.64%
Add 55.54%
11,905
4,251
HOOD 		Robinhood Markets Inc2025-03-31New Buy
+0.27%
●
35.63 ($47.54) 65.28
$66.15
39.15%
New holding
10,856
10,856
AWK 		American Water Works Co Inc2025-03-31Sold Out
-0.27%
●
121.01 ($131.75) 149.31
$142.97
8.52%
Sold Out
0
-3,659

Resurgent Financial Advisors LLC Total Holding History ($B)

To

Resurgent Financial Advisors LLC's Asset Allocation

To

Resurgent Financial Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Resurgent Financial Advisors LLC's Hypothetical Growth since 2025-03-31

Resurgent Financial Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Resurgent Financial Advisors LLC's Holdings Heat Map

Size field:

Resurgent Financial Advisors LLC's Holdings Bubble Chart

Resurgent Financial Advisors LLC News

  • 1

Discussions on Resurgent Financial Advisors LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.