The Analysis of Resurgent Financial Advisors LLC's Holdings
Currently, Resurgent Financial Advisors LLC holds 216 types of securities in its portfolio with a total value $199.4M. In the most recent quarter, they have increased their positions in TPL (+5.4K shares, valued at $1.5M), VRTX (+1.1K shares, valued at $520.9K), IVE (+2.3K shares, valued at $483.7K); decreased their positions in ISHG (-19.3K shares, valued at $1.4M), SPY (-1.9K shares, valued at $1.3M), AAPL (-4.1K shares, valued at $1.1M); initiated new positions in VRTX (+1.1K shares, valued at $520.9K), FXU (+10.2K shares, valued at $458.5K), HON (+1.9K shares, valued at $375.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP20.3K shares-9.26%2025-12-312026-02-12
AAPL APPLE INC33.3K shares-10.96%2025-12-312026-02-12 NVDA NVIDIA CORPORATION30.6K shares-3.41%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.16.8K shares-5.28%2025-12-312026-02-12 ALPHABET INC ALPHABET INC17.1K shares-6.32%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS21.6K shares0.40%2025-12-312026-02-12 AMZN AMAZON COM INC16.3K shares-2.28%2025-12-312026-02-12 IWD ISHARES TR17.1K shares-6.00%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR5.3K shares-26.23%2025-12-312026-02-12 WMT WALMART INC27.1K shares-1.44%2025-12-312026-02-12 FXE INVESCO CURRENCYSHARES EURO23.5K shares2.02%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON12.2K shares4.35%2025-12-312026-02-12 XOM EXXON MOBIL CORP20.9K shares12.55%2025-12-312026-02-12 IVV ISHARES TR3.6K shares-2.52%2025-12-312026-02-12 TPL TEXAS PACIFIC LAND CORPORATI8.1K shares200.00%2025-12-312026-02-12 COP CONOCOPHILLIPS22.6K shares-3.20%2025-12-312026-02-12 JEPQ J P MORGAN EXCHANGE TRADED F34.6K shares-2.37%2025-12-312026-02-12 SPHQ INVESCO EXCHANGE TRADED FD T26.7K shares3.31%2025-12-312026-02-12 USFR WISDOMTREE TR36.6K shares1.02%2025-12-312026-02-12 DYNF BLACKROCK ETF TRUST29.7K shares3.71%2025-12-312026-02-12 CVX CHEVRON CORP NEW11.7K shares18.44%2025-12-312026-02-12 BROADCOM INC BROADCOM INC5.0K shares1.06%2025-12-312026-02-12 DLN WISDOMTREE TR19.7K shares-0.40%2025-12-312026-02-12 IVE ISHARES TR8.1K shares38.95%2025-12-312026-02-12 IVW ISHARES TR13.5K shares2.52%2025-12-312026-02-12 IUSB ISHARES TR35.0K shares0.43%2025-12-312026-02-12 PWR QUANTA SVCS INC3.8K shares-10.74%2025-12-312026-02-12 HD HOME DEPOT INC4.6K shares-31.01%2025-12-312026-02-12 IJR ISHARES TR12.3K shares4.25%2025-12-312026-02-12 DON WISDOMTREE TR28.2K shares-3.01%2025-12-312026-02-12 META META PLATFORMS INC2.0K shares-5.55%2025-12-312026-02-12 SHYG ISHARES TR31.2K shares9.16%2025-12-312026-02-12 V VISA INC3.6K shares-2.33%2025-12-312026-02-12 TSLA TESLA INC2.8K shares23.07%2025-12-312026-02-12 NEE NEXTERA ENERGY INC15.6K shares-3.72%2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF25.1K shares-26.78%2025-12-312026-02-12 DHR DANAHER CORPORATION5.3K shares12.68%2025-12-312026-02-12 SPYM SPDR SERIES TRUST14.8K shares9.67%2025-12-312026-02-12 MO ALTRIA GROUP INC20.3K shares46.05%2025-12-312026-02-12 HOOD ROBINHOOD MKTS INC10.3K shares-4.48%2025-12-312026-02-12 VIGI VANGUARD WHITEHALL FDS12.5K shares1.13%2025-12-312026-02-12 VBR VANGUARD INDEX FDS5.3K shares1.36%2025-12-312026-02-12 IEMG ISHARES INC16.4K shares5.28%2025-12-312026-02-12 MS MORGAN STANLEY6.1K shares-1.32%2025-12-312026-02-12 PYLD PIMCO ETF TR40.5K shares13.33%2025-12-312026-02-12 ETFS GOLD TR ETFS GOLD TR26.1K shares24.57%2025-12-312026-02-12 EFV ISHARES TR14.5K shares-15.65%2025-12-312026-02-12 LLY ELI LILLY & CO965 shares0.31%2025-12-312026-02-12 MLPX GLOBAL X FDS16.9K shares2.67%2025-12-312026-02-12 MPC MARATHON PETE CORP6.2K shares0.00%2025-12-312026-02-12 VTI VANGUARD INDEX FDS3.0K shares-0.63%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW1.2K shares-5.68%2025-12-312026-02-12 PFE PFIZER INC37.7K shares10.27%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR28.2K shares5.59%2025-12-312026-02-12 MA MASTERCARD INCORPORATED1.6K shares-0.06%2025-12-312026-02-12 SPDW SPDR INDEX SHS FDS20.3K shares11.83%2025-12-312026-02-12 AMGN AMGEN INC2.7K shares16.41%2025-12-312026-02-12 MBB ISHARES TR9.2K shares-11.57%2025-12-312026-02-12 CIBR FIRST TR EXCHANGE TRADED FD12.1K shares-0.41%2025-12-312026-02-12 TJX TJX COS INC NEW5.6K shares-0.51%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD2.8K shares-12.19%2025-12-312026-02-12 MKL MARKEL GROUP INC395 shares-5.73%2025-12-312026-02-12 SPYI NEOS ETF TRUST16.1K shares18.48%2025-12-312026-02-12 BOTZ GLOBAL X FDS23.3K shares-2.87%2025-12-312026-02-12 XLG INVESCO EXCHANGE TRADED FD T14.1K shares8.48%2025-12-312026-02-12 O REALTY INCOME CORP14.4K shares20.30%2025-12-312026-02-12 IWM ISHARES TR3.3K shares-23.40%2025-12-312026-02-12 CLIP GLOBAL X FDS8.0K shares33.48%2025-12-312026-02-12 PFF ISHARES TR25.9K shares21.16%2025-12-312026-02-12 CME CME GROUP INC2.9K shares-0.14%2025-12-312026-02-12 UTES ETFIS SER TR I9.9K shares18.66%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC18.9K shares16.25%2025-12-312026-02-12 CSCO CISCO SYS INC10.0K shares-1.51%2025-12-312026-02-12 SDIV GLOBAL X FDS31.8K shares23.63%2025-12-312026-02-12 PDI PIMCO DYNAMIC INCOME FD43.1K shares25.28%2025-12-312026-02-12 RYLD GLOBAL X FDS49.8K shares22.62%2025-12-312026-02-12 QUAL ISHARES TR3.7K shares-44.91%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR31.2K shares-2.79%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO5.0K shares4.20%2025-12-312026-02-12 JPIE J P MORGAN EXCHANGE TRADED F15.0K shares9.55%2025-12-312026-02-12 BAC BANK AMERICA CORP12.3K shares163.41%2025-12-312026-02-12 ITOT ISHARES TR4.5K shares0.00%2025-12-312026-02-12 CB CHUBB LIMITED2.1K shares-1.71%2025-12-312026-02-12 MGK VANGUARD WORLD FD1.6K shares29.94%2025-12-312026-02-12 BAC-PL BANK AMERICA CORP526 shares-1.31%2025-12-312026-02-12 MCO MOODYS CORP1.3K shares-17.52%2025-12-312026-02-12 KMI KINDER MORGAN INC DEL23.9K shares-1.69%2025-12-312026-02-12 BINC BLACKROCK ETF TRUST II12.3K shares1.90%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR23.8K shares0.00%2025-12-312026-02-12 MSI MOTOROLA SOLUTIONS INC1.7K shares-3.38%2025-12-312026-02-12 VOT VANGUARD INDEX FDS2.3K shares0.89%2025-12-312026-02-12 ABBV ABBVIE INC2.8K shares-0.86%2025-12-312026-02-12 MOAT VANECK ETF TRUST6.0K shares-0.51%2025-12-312026-02-12 BAI BLACKROCK ETF TRUST18.7K shares8.73%2025-12-312026-02-12 AIQ GLOBAL X FDS12.2K shares12.68%2025-12-312026-02-12 XTEN BONDBLOXX ETF TRUST13.4K shares-4.51%2025-12-312026-02-12 IHI ISHARES TR9.3K shares40.89%2025-12-312026-02-12 THRO BLACKROCK ETF TRUST15.0K shares0.11%2025-12-312026-02-12 GRID FIRST TR EXCHANGE TRADED FD3.8K shares11.85%2025-12-312026-02-12 DE DEERE & CO1.2K shares-0.88%2025-12-312026-02-12 NUKZ EXCHANGE TRADED CONCEPTS TRU9.0K shares17.49%2025-12-312026-02-12 XLE SELECT SECTOR SPDR TR12.6K shares107.76%2025-12-312026-02-12 IGIB ISHARES TR10.3K shares10.16%2025-12-312026-02-12 WTRG ESSENTIAL UTILS INC14.4K shares0.00%2025-12-312026-02-12 SPEM SPDR INDEX SHS FDS11.8K shares1.35%2025-12-312026-02-12 BDVL BLACKROCK ETF TRUST21.9K shares2.50%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL INC956 shares-0.31%2025-12-312026-02-12 MINT PIMCO ETF TR5.2K shares9.96%2025-12-312026-02-12 VRTX VERTEX PHARMACEUTICALS INC1.1K sharesnew addition2025-12-312026-02-12 TXN TEXAS INSTRS INC3.0K shares20.22%2025-12-312026-02-12 AGG ISHARES TR5.1K shares16.32%2025-12-312026-02-12 T AT&T INC20.4K shares-12.23%2025-12-312026-02-12 BDYN BLACKROCK ETF TRUST19.7K shares-14.37%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS1.7K shares21.34%2025-12-312026-02-12 HIW HIGHWOODS PPTYS INC19.3K shares15.92%2025-12-312026-02-12 KKR & CO INC KKR & CO INC3.9K shares1.43%2025-12-312026-02-12 RSG REPUBLIC SVCS INC2.3K shares-5.55%2025-12-312026-02-12 UNP UNION PAC CORP2.1K shares-3.50%2025-12-312026-02-12 SCHY SCHWAB STRATEGIC TR16.0K shares39.81%2025-12-312026-02-12 ORCL ORACLE CORP2.4K shares-1.81%2025-12-312026-02-12 IAGG ISHARES TR9.4K shares2.54%2025-12-312026-02-12 PREF PRINCIPAL EXCHANGE TRADED FD24.3K shares11.19%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC2.1K shares-8.25%2025-12-312026-02-12 FXU FIRST TR EXCHANGE TRADED FD10.2K sharesnew addition2025-12-312026-02-12 SCHM SCHWAB STRATEGIC TR15.2K shares-7.67%2025-12-312026-02-12 IWR ISHARES TR4.7K shares0.00%2025-12-312026-02-12 MEDTRONIC PLC MEDTRONIC PLC4.7K shares-15.07%2025-12-312026-02-12 TOLL TEMA ETF TRUST12.6K shares1.80%2025-12-312026-02-12 SMH VANECK ETF TRUST1.2K shares-21.21%2025-12-312026-02-12 TLH ISHARES TR4.3K shares5.64%2025-12-312026-02-12 INTC INTEL CORP11.9K shares33.20%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR II1.7K shares-14.37%2025-12-312026-02-12 EMXC ISHARES INC6.0K shares8.79%2025-12-312026-02-12 CTAS CINTAS CORP2.2K shares0.00%2025-12-312026-02-12 SPMO INVESCO EXCH TRADED FD TR II3.5K shares53.81%2025-12-312026-02-12 XLF SELECT SECTOR SPDR TR7.3K shares14.40%2025-12-312026-02-12 TMUS T-MOBILE US INC2.0K shares-23.76%2025-12-312026-02-12 ALPHABET INC ALPHABET INC1.3K shares-3.40%2025-12-312026-02-12 OEF ISHARES TR1.2K shares1.21%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP1.7K shares0.00%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC690 shares10.58%2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS2.7K shares-5.46%2025-12-312026-02-12 SYBT STOCK YDS BANCORP INC6.0K shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP1.3K shares-0.32%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP783 shares-2.37%2025-12-312026-02-12 HON HONEYWELL INTL INC1.9K sharesnew addition2025-12-312026-02-12 VTIP VANGUARD MALVERN FDS7.5K shares27.81%2025-12-312026-02-12 LINDE PLC LINDE PLC862 shares2.38%2025-12-312026-02-12 APD AIR PRODS & CHEMS INC1.5K shares14.10%2025-12-312026-02-12 SHEL SHELL PLC5.0K sharesnew addition2025-12-312026-02-12 CASY CASEYS GEN STORES INC658 shares-1.50%2025-12-312026-02-12 MTB M & T BK CORP1.7K shares-23.33%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC885 shares-29.20%2025-12-312026-02-12 GLW CORNING INC3.9K shares-6.27%2025-12-312026-02-12 PBT PERMIAN BASIN RTY TR20.0K shares0.00%2025-12-312026-02-12 FXI ISHARES TR8.9K shares7.49%2025-12-312026-02-12 AVEM AMERICAN CENTY ETF TR4.3K sharesnew addition2025-12-312026-02-12 CEF SPROTT ASSET MANAGEMENT LP7.2K shares-12.20%2025-12-312026-02-12 GLDM WORLD GOLD TR3.8K shares3.94%2025-12-312026-02-12 KTOS KRATOS DEFENSE & SEC SOLUTIO4.2K shares7.14%2025-12-312026-02-12 QTUM ETF SER SOLUTIONS2.9K shares-7.83%2025-12-312026-02-12 HELO J P MORGAN EXCHANGE TRADED F4.7K shares-19.93%2025-12-312026-02-12 LQD ISHARES TR2.8K shares-20.08%2025-12-312026-02-12 IJH ISHARES TR4.7K shares-1.64%2025-12-312026-02-12 NFLX NETFLIX INC3.3K shares201.47%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR9.8K shares-4.41%2025-12-312026-02-12 CTA SIMPLIFY EXCHANGE TRADED FUN10.7K shares-12.95%2025-12-312026-02-12 EMB ISHARES TR2.9K shares11.90%2025-12-312026-02-12 CVS CVS HEALTH CORP3.4K shares20.94%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC1.5K shares4.85%2025-12-312026-02-12 ALB ALBEMARLE CORP1.9K sharesnew addition2025-12-312026-02-12 SGOV ISHARES TR2.7K sharesnew addition2025-12-312026-02-12 AEM AGNICO EAGLE MINES LTD1.6K shares0.00%2025-12-312026-02-12 PANW PALO ALTO NETWORKS INC1.4K shares-0.56%2025-12-312026-02-12 LQDA LIQUIDIA CORPORATION7.5K sharesnew addition2025-12-312026-02-12 RSHO TEMA ETF TRUST5.8K shares2.04%2025-12-312026-02-12 ISHG ISHARES TR3.4K shares-85.03%2025-12-312026-02-12 COWZ PACER FDS TR4.2K shares-6.84%2025-12-312026-02-12 ABT ABBOTT LABS2.0K shares0.35%2025-12-312026-02-12 MGC VANGUARD WORLD FD994 shares-0.70%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC1.5K shares3.68%2025-12-312026-02-12 CPA COPA HOLDINGS SA2.0K sharesnew addition2025-12-312026-02-12 WY WEYERHAEUSER CO MTN BE10.1K sharesnew addition2025-12-312026-02-12 MTUM ISHARES TR943 shares-6.73%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2025-12-312026-02-12 WMB WILLIAMS COS INC3.9K shares4.35%2025-12-312026-02-12 DIS DISNEY WALT CO2.1K shares-2.04%2025-12-312026-02-12 PEP PEPSICO INC1.6K shares0.99%2025-12-312026-02-12 ARLP ALLIANCE RESOURCE PARTNERS L10.0K shares0.00%2025-12-312026-02-12 XBI SPDR SERIES TRUST1.9K shares-67.25%2025-12-312026-02-12 IWB ISHARES TR612 shares0.00%2025-12-312026-02-12 LSGR NATIXIS ETF TRUST II5.0K shares-0.83%2025-12-312026-02-12 CRM SALESFORCE INC845 shares-40.78%2025-12-312026-02-12 NEOS ETF TRUST NEOS ETF TRUST4.0K sharesnew addition2025-12-312026-02-12 CRWD CROWDSTRIKE HLDGS INC474 shares-17.99%2025-12-312026-02-12 TMFC RBB FD INC3.1K shares0.00%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE703 shares0.57%2025-12-312026-02-12 PFG PRINCIPAL FINANCIAL GROUP IN2.4K sharesnew addition2025-12-312026-02-12 IEUR ISHARES TR3.0K sharesnew addition2025-12-312026-02-12 MU MICRON TECHNOLOGY INC729 sharesnew addition2025-12-312026-02-12 KO COCA COLA CO2.9K sharesnew addition2025-12-312026-02-12 TAIL CAMBRIA ETF TR17.4K shares1.09%2025-12-312026-02-12 PBR PETROLEO BRASILEIRO SA PETRO15.5K shares-0.60%2025-12-312026-02-12 TE T1 ENERGY INC14.5K shares-2.68%2025-12-312026-02-12 RXRX RECURSION PHARMACEUTICALS IN20.3K sharesnew addition2025-12-312026-02-12 LAES SEALSQ CORP12.1K sharesnew addition2025-12-312026-02-12 SIDUS SPACE INC SIDUS SPACE INC12.1K sharesnew addition2025-12-312026-02-12 DNN DENISON MINES CORP12.5K sharesnew addition2025-12-312026-02-12 ARBE ARBE ROBOTICS LTD27.1K shares51.40%2025-12-312026-02-12 BZAI BLAIZE HLDGS INC13.2K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available