The Analysis of Resurgent Financial Advisors LLC's Holdings
Currently, Resurgent Financial Advisors LLC holds 207 types of securities in its portfolio with a total value $203.7M. In the most recent quarter, they have increased their positions in FXE (+23.0K shares, valued at $2.5M), ISHG (+22.7K shares, valued at $1.7M), TSM (+3.2K shares, valued at $891.2K); decreased their positions in ISRG (-1.7K shares, valued at $777.7K), JPM (-2.3K shares, valued at $729.0K), QUAL (-2.6K shares, valued at $505.1K); initiated new positions in FXE (+23.0K shares, valued at $2.5M), ISHG (+22.7K shares, valued at $1.7M), TSM (+3.2K shares, valued at $891.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP22.3K shares-0.91%2025-09-302025-11-13
AAPL APPLE INC37.4K shares-3.38%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL12.2K shares3.03%2025-09-302025-11-13 NVDA NVIDIA CORPORATION31.7K shares-2.04%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.17.7K shares-11.55%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR7.1K shares-1.35%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS21.5K shares-1.20%2025-09-302025-11-13 GOOGL ALPHABET INC18.2K shares-1.68%2025-09-302025-11-13 IWD ISHARES TR18.2K shares-7.32%2025-09-302025-11-13 AMZN AMAZON COM INC16.7K shares2.17%2025-09-302025-11-13 WMT WALMART INC27.5K shares2.39%2025-09-302025-11-13 HD HOME DEPOT INC6.6K shares-4.43%2025-09-302025-11-13 TPL TEXAS PACIFIC LAND CORPORATI2.7K shares-0.74%2025-09-302025-11-13 IVV ISHARES TR3.7K shares-8.53%2025-09-302025-11-13 FXE INVESCO CURRENCYSHARES EURO23.0K sharesnew addition2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF34.3K shares4.92%2025-09-302025-11-13 COP CONOCOPHILLIPS23.4K shares1.10%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON11.7K shares-10.37%2025-09-302025-11-13 XOM EXXON MOBIL CORP18.6K shares1.37%2025-09-302025-11-13 ETN EATON CORP PLC5.5K shares-11.54%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F35.5K shares-0.11%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T25.8K shares3.43%2025-09-302025-11-13 USFR WISDOMTREE TR36.2K shares50.66%2025-09-302025-11-13 PWR QUANTA SVCS INC4.3K shares-2.65%2025-09-302025-11-13 ISHG ISHARES TR22.7K sharesnew addition2025-09-302025-11-13 DLN WISDOMTREE TR19.8K shares-2.74%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST28.6K shares26.24%2025-09-302025-11-13 AVGO BROADCOM INC5.0K shares-6.83%2025-09-302025-11-13 IUSB ISHARES TR34.8K shares-14.86%2025-09-302025-11-13 IVW ISHARES TR13.2K shares-3.61%2025-09-302025-11-13 META META PLATFORMS INC2.2K shares30.24%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC10.8K shares-5.55%2025-09-302025-11-13 CVX CHEVRON CORP NEW9.9K shares-1.28%2025-09-302025-11-13 DON WISDOMTREE TR29.1K shares-2.59%2025-09-302025-11-13 IJR ISHARES TR11.8K shares3.37%2025-09-302025-11-13 QUAL ISHARES TR6.8K shares-27.78%2025-09-302025-11-13 NFLX NETFLIX INC1.1K shares-1.45%2025-09-302025-11-13 V VISA INC3.7K shares-10.23%2025-09-302025-11-13 SHYG ISHARES TR28.6K shares17.70%2025-09-302025-11-13 NEE NEXTERA ENERGY INC16.2K shares-8.54%2025-09-302025-11-13 IVE ISHARES TR5.9K shares1.93%2025-09-302025-11-13 MPC MARATHON PETE CORP6.2K shares-5.24%2025-09-302025-11-13 EFV ISHARES TR17.2K shares-19.07%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW1.2K shares-9.74%2025-09-302025-11-13 VIGI VANGUARD WHITEHALL FDS12.3K shares2.93%2025-09-302025-11-13 VBR VANGUARD INDEX FDS5.2K shares-2.36%2025-09-302025-11-13 SPYM SPDR SERIES TRUST13.5K shares9.21%2025-09-302025-11-13 IWM ISHARES TR4.3K shares-30.69%2025-09-302025-11-13 MLPX GLOBAL X FDS16.5K shares-4.74%2025-09-302025-11-13 TSLA TESLA INC2.3K shares5.68%2025-09-302025-11-13 IEMG ISHARES INC15.5K shares-7.71%2025-09-302025-11-13 VTI VANGUARD INDEX FDS3.0K shares-0.36%2025-09-302025-11-13 MS MORGAN STANLEY6.2K shares-27.24%2025-09-302025-11-13 MBB ISHARES TR10.3K shares-3.73%2025-09-302025-11-13 PYLD PIMCO ETF TR35.7K shares110.18%2025-09-302025-11-13 DHR DANAHER CORPORATION4.7K shares-21.35%2025-09-302025-11-13 CIBR FIRST TR EXCHANGE TRADED FD12.1K shares53.47%2025-09-302025-11-13 MO ALTRIA GROUP INC13.9K shares0.01%2025-09-302025-11-13 MA MASTERCARD INCORPORATED1.6K shares1.20%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K sharesnew addition2025-09-302025-11-13 PFE PFIZER INC34.2K shares22.73%2025-09-302025-11-13 BAM BROOKFIELD ASSET MANAGMT LTD15.1K sharesnew addition2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR26.7K shares24.00%2025-09-302025-11-13 BOTZ GLOBAL X FDS24.0K shares47.50%2025-09-302025-11-13 TJX TJX COS INC NEW5.6K shares1.58%2025-09-302025-11-13 MKL MARKEL GROUP INC419 shares6.08%2025-09-302025-11-13 CME CME GROUP INC2.9K shares-30.01%2025-09-302025-11-13 MSI MOTOROLA SOLUTIONS INC1.7K shares-7.89%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS18.2K shares41.80%2025-09-302025-11-13 SGOL ETFS GOLD TR20.9K shares-23.50%2025-09-302025-11-13 SCHZ SCHWAB STRATEGIC TR32.1K shares4.55%2025-09-302025-11-13 XLG INVESCO EXCHANGE TRADED FD T13.0K shares87.01%2025-09-302025-11-13 MCO MOODYS CORP1.6K shares-15.97%2025-09-302025-11-13 LLY ELI LILLY & CO962 shares17.03%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO4.8K shares-1.22%2025-09-302025-11-13 O REALTY INCOME CORP11.9K sharesnew addition2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC16.3K shares77.27%2025-09-302025-11-13 SPYI NEOS ETF TRUST13.6K sharesnew addition2025-09-302025-11-13 ORCL ORACLE CORP2.5K shares-16.27%2025-09-302025-11-13 UTES ETFIS SER TR I8.3K sharesnew addition2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR5.0K shares91.98%2025-09-302025-11-13 CSCO CISCO SYS INC10.1K shares110.97%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL24.3K shares-25.96%2025-09-302025-11-13 BAC-PL BANK AMERICA CORP533 shares0.38%2025-09-302025-11-13 PDI PIMCO DYNAMIC INCOME FD34.4K sharesnew addition2025-09-302025-11-13 PFF ISHARES TR21.4K sharesnew addition2025-09-302025-11-13 VOT VANGUARD INDEX FDS2.3K shares-1.32%2025-09-302025-11-13 AMGN AMGEN INC2.3K shares-22.31%2025-09-302025-11-13 T AT&T INC23.2K shares-11.21%2025-09-302025-11-13 ITOT ISHARES TR4.5K shares0.00%2025-09-302025-11-13 XTEN BONDBLOXX ETF TRUST14.0K shares4.44%2025-09-302025-11-13 ABBV ABBVIE INC2.8K shares-2.22%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II12.1K shares34.41%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F13.7K shares109.01%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR23.8K shares0.00%2025-09-302025-11-13 TMUS T-MOBILE US INC2.6K shares-0.50%2025-09-302025-11-13 JPIB J P MORGAN EXCHANGE TRADED F12.6K sharesnew addition2025-09-302025-11-13 SDIV GLOBAL X FDS25.8K sharesnew addition2025-09-302025-11-13 CB CHUBB LIMITED2.2K shares-7.83%2025-09-302025-11-13 RYLD GLOBAL X FDS40.6K sharesnew addition2025-09-302025-11-13 CLIP GLOBAL X FDS6.0K shares-15.42%2025-09-302025-11-13 MOAT VANECK ETF TRUST6.1K shares-10.27%2025-09-302025-11-13 BAI BLACKROCK ETF TRUST17.2K shares135.26%2025-09-302025-11-13 BDYN BLACKROCK ETF TRUST23.1K sharesnew addition2025-09-302025-11-13 XBI SPDR SERIES TRUST5.8K shares-15.96%2025-09-302025-11-13 WTRG ESSENTIAL UTILS INC14.4K shares0.00%2025-09-302025-11-13 DE DEERE & CO1.2K shares0.16%2025-09-302025-11-13 THRO BLACKROCK ETF TRUST15.0K shares0.52%2025-09-302025-11-13 RSG REPUBLIC SVCS INC2.5K shares-26.74%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW4.5K shares-11.60%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS11.6K shares0.69%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR6.1K shares-1.97%2025-09-302025-11-13 AIQ GLOBAL X FDS10.8K sharesnew addition2025-09-302025-11-13 BDVL BLACKROCK ETF TRUST21.3K sharesnew addition2025-09-302025-11-13 HIW HIGHWOODS PPTYS INC16.7K shares-4.47%2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC1.3K shares-22.22%2025-09-302025-11-13 MDT MEDTRONIC PLC5.5K shares4.17%2025-09-302025-11-13 UNP UNION PAC CORP2.2K shares1.02%2025-09-302025-11-13 GRID FIRST TR EXCHANGE TRADED FD3.4K sharesnew addition2025-09-302025-11-13 SMH VANECK ETF TRUST1.6K shares-16.21%2025-09-302025-11-13 IGIB ISHARES TR9.3K shares75.35%2025-09-302025-11-13 KKR KKR & CO INC3.9K shares3.27%2025-09-302025-11-13 MGK VANGUARD WORLD FD1.2K shares79.91%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II2.0K shares-26.34%2025-09-302025-11-13 NUKZ EXCHANGE TRADED CONCEPTS TRU7.6K sharesnew addition2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR16.4K shares-16.20%2025-09-302025-11-13 MINT PIMCO ETF TR4.7K sharesnew addition2025-09-302025-11-13 IAGG ISHARES TR9.2K shares5.56%2025-09-302025-11-13 TXN TEXAS INSTRS INC2.5K shares-16.40%2025-09-302025-11-13 CTAS CINTAS CORP2.2K shares0.00%2025-09-302025-11-13 IWR ISHARES TR4.7K shares0.00%2025-09-302025-11-13 MTB M & T BK CORP2.3K shares-27.98%2025-09-302025-11-13 WIP SPDR SERIES TRUST11.2K sharesnew addition2025-09-302025-11-13 AGG ISHARES TR4.4K shares-0.21%2025-09-302025-11-13 MRK MERCK & CO INC5.2K shares-16.74%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC959 shares-64.46%2025-09-302025-11-13 TOLL TEMA ETF TRUST12.4K shares-2.26%2025-09-302025-11-13 TLH ISHARES TR4.1K shares42.85%2025-09-302025-11-13 PREF PRINCIPAL EXCHANGE TRADED FD21.9K shares113.01%2025-09-302025-11-13 SYBT STOCK YDS BANCORP INC6.0K shares0.05%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS2.9K shares-1.26%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP802 shares-42.30%2025-09-302025-11-13 LIN LINDE PLC842 shares1.32%2025-09-302025-11-13 IHI ISHARES TR6.6K sharesnew addition2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-29.42%2025-09-302025-11-13 SNPS SYNOPSYS INC800 shares-3.73%2025-09-302025-11-13 LQD ISHARES TR3.5K shares1.76%2025-09-302025-11-13 MCD MCDONALDS CORP1.3K shares0.32%2025-09-302025-11-13 HELO J P MORGAN EXCHANGE TRADED F5.9K shares-18.38%2025-09-302025-11-13 OEF ISHARES TR1.2K sharesnew addition2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC2.3K shares0.17%2025-09-302025-11-13 CASY CASEYS GEN STORES INC668 sharesnew addition2025-09-302025-11-13 EMXC ISHARES INC5.5K shares41.39%2025-09-302025-11-13 PBT PERMIAN BASIN RTY TR20.0K shares0.00%2025-09-302025-11-13 KTOS KRATOS DEFENSE & SEC SOLUTIO4.0K sharesnew addition2025-09-302025-11-13 APD AIR PRODS & CHEMS INC1.3K shares-7.09%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP1.7K shares0.43%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR6.4K shares44.85%2025-09-302025-11-13 GLW CORNING INC4.2K shares-7.00%2025-09-302025-11-13 CTA SIMPLIFY EXCHANGE TRADED FUN12.3K shares-22.10%2025-09-302025-11-13 FXI ISHARES TR8.2K sharesnew addition2025-09-302025-11-13 CRM SALESFORCE INC1.4K shares15.83%2025-09-302025-11-13 QTUM ETF SER SOLUTIONS3.1K shares-12.38%2025-09-302025-11-13 GOOG ALPHABET INC1.3K shares-5.63%2025-09-302025-11-13 SCHY SCHWAB STRATEGIC TR11.4K shares17.90%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC3.2K sharesnew addition2025-09-302025-11-13 IJH ISHARES TR4.8K shares0.15%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC624 shares19.31%2025-09-302025-11-13 CEF SPROTT ASSET MANAGEMENT LP8.2K shares0.00%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR10.3K shares-17.15%2025-09-302025-11-13 INTC INTEL CORP8.9K sharesnew addition2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS5.9K sharesnew addition2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC1.4K shares11.34%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC578 shares-3.34%2025-09-302025-11-13 GLDM WORLD GOLD TR3.7K sharesnew addition2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F5.5K shares-63.33%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II2.3K shares-3.71%2025-09-302025-11-13 AEM AGNICO EAGLE MINES LTD1.6K sharesnew addition2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-13 ABT ABBOTT LABS2.0K shares1.95%2025-09-302025-11-13 COWZ PACER FDS TR4.5K shares19.62%2025-09-302025-11-13 MTUM ISHARES TR1.0K sharesnew addition2025-09-302025-11-13 ARLP ALLIANCE RESOURCE PARTNERS L10.0K shares0.00%2025-09-302025-11-13 QQQ INVESCO QQQ TR415 shares13.70%2025-09-302025-11-13 EMB ISHARES TR2.6K sharesnew addition2025-09-302025-11-13 MGC VANGUARD WORLD FD1.0K shares-0.30%2025-09-302025-11-13 RSHO TEMA ETF TRUST5.6K shares0.00%2025-09-302025-11-13 BAC BANK AMERICA CORP4.7K shares-15.80%2025-09-302025-11-13 DIS DISNEY WALT CO2.1K shares-2.37%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC1.5K shares-28.52%2025-09-302025-11-13 WMB WILLIAMS COS INC3.7K shares-9.43%2025-09-302025-11-13 IEFA ISHARES TR2.7K shares-27.95%2025-09-302025-11-13 VOO VANGUARD INDEX FDS380 shares-5.94%2025-09-302025-11-13 PEP PEPSICO INC1.6K shares-19.12%2025-09-302025-11-13 LSGR NATIXIS ETF TRUST II5.1K sharesnew addition2025-09-302025-11-13 IWB ISHARES TR612 shares0.00%2025-09-302025-11-13 TMFC RBB FD INC3.1K sharesnew addition2025-09-302025-11-13 AVB AVALONBAY CMNTYS INC1.1K sharesnew addition2025-09-302025-11-13 CVS CVS HEALTH CORP2.8K sharesnew addition2025-09-302025-11-13 EOG EOG RES INC1.9K shares-0.84%2025-09-302025-11-13 GE GE AEROSPACE699 sharesnew addition2025-09-302025-11-13 TAIL CAMBRIA ETF TR17.2K shares0.36%2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR8.3K shares-39.82%2025-09-302025-11-13 WM WASTE MGMT INC DEL907 shares-0.87%2025-09-302025-11-13 PBR PETROLEO BRASILEIRO SA PETRO15.6K shares0.00%2025-09-302025-11-13 TE T1 ENERGY INC14.9K sharesnew addition2025-09-302025-11-13 ARBE ARBE ROBOTICS LTD17.9K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available