Resurgent Financial Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Resurgent Financial Advisors LLC reported 180 stock positions worth $165.9 million. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Berkshire Hathaway Class B (BRK.B, 3.7%). Compared with Q4 2024, it opened 15 new positions, sold out of 9, added to 71 and reduced 80. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale an exit from Mondelez International Class A (MDLZ).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $165.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002603 ↗ filed May 5, 2025
Holdings Value
Holdings 180 stocks · $165.9M
| AAPL Apple Inc. | 5.08% | 37,953 | $8.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 4.97% | 21,955 | $8.2M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.72% | 11,584 | $6.2M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 2.89% | 19,522 | $4.8M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.57% | 7,630 | $4.3M | Add +14.2% |
| VIG Vanguard Dividend Apprec ETF | 2.57% | 21,945 | $4.3M | Add +5.6% |
| IWD iShares Russell 1000 Value E | 2.39% | 21,084 | $4.0M | Reduce -2.1% |
| TPL Texas Pacific Land Corp. | 2.18% | 2,733 | $3.6M | No change |
| NVDA Nvidia Corp. | 2.10% | 32,212 | $3.5M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 1.82% | 15,881 | $3.0M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 1.78% | 19,059 | $2.9M | Add +9.1% |
| IVV iShares Core S&P 500 ETF | 1.72% | 5,085 | $2.9M | Reduce -5.7% |
| HD Home Depot Inc. | 1.49% | 6,738 | $2.5M | Reduce -8.3% |
| COP Conocophillips | 1.40% | 22,066 | $2.3M | Add +2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.32% | 47,521 | $2.2M | Add +0.5% |
| JNJ Johnson & Johnson | 1.29% | 12,927 | $2.1M | Reduce -1.9% |
| WMT Walmart Inc. | 1.25% | 23,563 | $2.1M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 1.22% | 16,989 | $2.0M | Reduce -0.5% |
| DLN Wisdomtree US Largecap Divid | 1.05% | 22,014 | $1.7M | Reduce -0.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.04% | 25,936 | $1.7M | Add +2.1% |
| ETN Eaton Corp. PLC | 1.01% | 6,147 | $1.7M | Reduce -9.4% |
| CVX Chevron Corp. | 1.00% | 9,891 | $1.7M | Reduce -2.7% |
| QUAL iShares MSCI USA Quality Fac | 0.98% | 9,553 | $1.6M | Add +8.9% |
| V Visa Inc. Class A | 0.96% | 4,531 | $1.6M | Add +0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.95% | 33,637 | $1.6M | Reduce -0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.92% | 23,137 | $1.5M | Reduce -9.0% |
| DON Wisdomtree US Midcap Dividen | 0.88% | 29,559 | $1.5M | Add +0.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.88% | 28,087 | $1.5M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.86% | 15,329 | $1.4M | Add +2.1% |
| MS Morgan Stanley | 0.84% | 11,905 | $1.4M | Add +55.5% |
| IJR iShares Core S&P Small-Cap E | 0.79% | 12,530 | $1.3M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.76% | 1,334 | $1.3M | No change |
| PWR Quanta Services Inc. | 0.72% | 4,714 | $1.2M | Add +3.2% |
| NEE Nextera Energy Inc. | 0.72% | 16,879 | $1.2M | Add +7.7% |
| DHR Danaher Corp. | 0.71% | 5,746 | $1.2M | Add +4.8% |
| MLPX Global X MLP & Energy Infras | 0.67% | 17,431 | $1.1M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.67% | 3,564 | $1.1M | Reduce -2.3% |
| ISRG Intuitive Surgical Inc. | 0.67% | 2,230 | $1.1M | Add +8.6% |
| CME Cme Group Inc. | 0.64% | 3,995 | $1.1M | Add +0.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.63% | 21,570 | $1.1M | Add +2.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.62% | 24,233 | $1.0M | Add +8.4% |
| IVE iShares S&P 500 Value ETF | 0.62% | 5,404 | $1.0M | Add +38.7% |
| MBB iShares MBS ETF | 0.61% | 10,766 | $1.0M | Reduce -10.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.61% | 5,398 | $1.0M | Add +8.3% |
| VIGI Vanguard Int Div App Indx FD | 0.60% | 12,084 | $1.0M | Add +1.8% |
| MPC Marathon Petroleum Corp. | 0.58% | 6,564 | $956K | Reduce -25.1% |
| SGOL Abrdn Physical Gold Shares | 0.57% | 31,689 | $945K | Add +0.3% |
| NFLX Netflix Inc. | 0.57% | 1,010 | $942K | Add +234.4% |
| USFR Wisdomtree Floating Rate Tre | 0.55% | 18,168 | $914K | Add +38.1% |
| META Meta Platforms Inc. Class A | 0.54% | 1,546 | $891K | Add +11.3% |
| MA Mastercard Inc. Class A | 0.53% | 1,618 | $887K | Add +0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 16,068 | $880K | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.52% | 5,170 | $866K | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,058 | $840K | Add +1.0% |
| PG The Procter & Gamble Co. | 0.50% | 4,889 | $833K | Add +0.2% |
| MO Altria Group Inc. | 0.50% | 13,872 | $833K | Reduce -0.9% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 14,084 | $830K | Reduce -22.5% |
| MCO Moody's Corp. | 0.50% | 1,765 | $822K | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.49% | 9,076 | $815K | Reduce -7.3% |
| MSI Motorola Solutions Inc. | 0.49% | 1,860 | $814K | Reduce -18.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 33,500 | $776K | Add +4.4% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 29,850 | $747K | Add +9.6% |
| KMI Kinder Morgan Inc. | 0.45% | 25,954 | $740K | Reduce -0.1% |
| RSG Republic Services Inc. | 0.44% | 3,041 | $736K | Reduce -1.2% |
| PFE Pfizer Inc. | 0.43% | 28,170 | $714K | Add +12.1% |
| UNH Unitedhealth Group Inc. | 0.42% | 1,345 | $704K | Add +3.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.42% | 7,931 | $698K | Reduce -6.9% |
| CB Chubb Ltd. | 0.42% | 2,301 | $695K | Reduce -10.6% |
| MKL Markel Group Inc. | 0.41% | 367 | $686K | Reduce -1.1% |
| TMUS T-Mobile US Inc. | 0.41% | 2,560 | $683K | Reduce -0.9% |
| T AT&T Inc. | 0.40% | 23,348 | $660K | Add +141.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 5,420 | $660K | Reduce -0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.37% | 11,190 | $616K | Reduce -6.3% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 12,114 | $613K | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 2,750 | $610K | Add +3.4% |
| ABBV Abbvie Inc. | 0.36% | 2,858 | $599K | Reduce -12.1% |
| LLY Eli Lilly & Co. | 0.36% | 724 | $598K | Add +3.7% |
| VRIG Invesco Variable Rate Invest | 0.36% | 23,846 | $598K | Reduce -5.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.36% | 2,437 | $596K | Reduce -0.8% |
| DE Deere & Co. | 0.36% | 1,260 | $591K | Reduce -0.2% |
| WTRG Essential Utilities Inc. | 0.34% | 14,413 | $570K | No change |
| ITOT iShares Core S&P Total U.S. | 0.33% | 4,490 | $548K | No change |
| UNP Union Pacific Corp. | 0.32% | 2,275 | $537K | Reduce -11.4% |
| AGG iShares Core U.S. Aggregate | 0.32% | 5,430 | $537K | Add +0.3% |
| TT Trane Technologies PLC | 0.32% | 1,584 | $534K | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.32% | 1,191 | $532K | Reduce -12.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.32% | 5,289 | $529K | Reduce -46.1% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 23,790 | $525K | No change |
| IEMG iShares Core MSCI Emerging | 0.31% | 9,666 | $522K | Add +46.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.31% | 2,863 | $512K | Reduce -0.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.30% | 7,973 | $502K | Add +0.3% |
| GLW Corning Inc. | 0.30% | 10,925 | $500K | New |
| TXN Texas Instruments Inc. | 0.30% | 2,772 | $498K | Reduce -15.3% |
| MDT Medtronic PLC | 0.30% | 5,536 | $497K | Add +8.3% |
| CL Colgate-Palmolive Co. | 0.30% | 5,278 | $495K | Add +5.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 4,815 | $475K | Reduce -9.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.29% | 2,458 | $474K | Add +0.6% |
| XLE SS Energy Select Sector | 0.28% | 5,027 | $470K | Reduce -15.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.28% | 12,872 | $469K | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 8,845 | $463K | Reduce -8.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $654K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 530 | $654K | Add +0.2% |
Total filed on the 13F, all lines: $166.5M.
Portfolio Sells Q4 2024 → Q1 2025
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.65 |
| AAPL Apple Inc. | Reduce -1.6% | 5.08% | −0.62 |
| NVDA Nvidia Corp. | Reduce -5.6% | 2.10% | −0.60 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.56 |
| ORCL Oracle Corp. | Reduce -65.6% | 0.15% | −0.37 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.35 |
| ETN Eaton Corp. PLC | Reduce -9.4% | 1.01% | −0.32 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.27 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -46.1% | 0.32% | −0.24 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.20 |
| HD Home Depot Inc. | Reduce -8.3% | 1.49% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -5.7% | 1.72% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -25.1% | 0.58% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.14 |
| TGT Target Corp. | Sold out | 0.00% | −0.14 |
| MSI Motorola Solutions Inc. | Reduce -18.8% | 0.49% | −0.13 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.13 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.0% | 0.92% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.7% | 0.95% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -7.3% | 0.49% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -12.8% | 0.32% | −0.07 |
| KKR KKR & Co. Inc. | Reduce -1.3% | 0.26% | −0.07 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -0.9% | 0.88% | −0.07 |
| DIS The Walt Disney Co. | Reduce -9.5% | 0.29% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -22.5% | 0.50% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -15.3% | 0.30% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -31.4% | 0.12% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -25.6% | 0.20% | −0.06 |
| CRM Salesforce Inc. | Reduce -4.0% | 0.20% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -21.4% | 0.21% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.9% | 0.42% | −0.05 |
| MBB iShares MBS ETF | Reduce -10.2% | 0.61% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -4.0% | 0.22% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.8% | 0.19% | −0.03 |
| WMT Walmart Inc. | Reduce -1.8% | 1.25% | −0.03 |
| TT Trane Technologies PLC | Reduce -2.0% | 0.32% | −0.03 |
| SPG Simon Property Group Inc. | Reduce -11.1% | 0.21% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.13% | −0.03 |
| PYLD PIMCO Multisector Bond Actv | Reduce -15.6% | 0.16% | −0.02 |
| UNP Union Pacific Corp. | Reduce -11.4% | 0.32% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -6.3% | 0.37% | −0.02 |
| GLD SPDR Gold Shares | Reduce -24.7% | 0.21% | −0.02 |
| XLE SS Energy Select Sector | Reduce -15.4% | 0.28% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -8.3% | 0.28% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.6% | 0.13% | −0.02 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -10.4% | 0.12% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -9.7% | 0.26% | −0.02 |
| VRIG Invesco Variable Rate Invest | Reduce -5.7% | 0.36% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.2% | 0.53% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 3.72% | +0.63 |
| NFLX Netflix Inc. | Add +234.4% | 0.57% | +0.41 |
| GLW Corning Inc. | New | 0.30% | +0.30 |
| HOOD Robinhood Markets Inc. Class A | New | 0.27% | +0.27 |
| MS Morgan Stanley | Add +55.5% | 0.84% | +0.27 |
| T AT&T Inc. | Add +141.7% | 0.40% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.2% | 2.57% | +0.26 |
| BLK BlackRock Inc. | New | 0.23% | +0.23 |
| ALL Allstate Corp. | New | 0.21% | +0.21 |
| IVE iShares S&P 500 Value ETF | Add +38.7% | 0.62% | +0.18 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.18% | +0.18 |
| IWM iShares Russell 2000 ETF | New | 0.17% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +5.6% | 2.57% | +0.16 |
| USFR Wisdomtree Floating Rate Tre | Add +38.1% | 0.55% | +0.16 |
| EMB iShares JP Morgan Usd Emergi | New | 0.14% | +0.14 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.13% | +0.13 |
| GLDM SPDR Gold Minishares Trust | New | 0.13% | +0.13 |
| XLV SS Health Care Select Sector | New | 0.13% | +0.13 |
| COP Conocophillips | Add +2.0% | 1.40% | +0.13 |
| LOW Lowe's Cos Inc. | New | 0.13% | +0.13 |
| PFG Principal Financial Group | New | 0.13% | +0.13 |
| XLB SS Materials Select Sector | New | 0.12% | +0.12 |
| WM Waste Management Inc. | New | 0.12% | +0.12 |
| TRGP Targa Resources Corp. | New | 0.12% | +0.12 |
| V Visa Inc. Class A | Add +0.6% | 0.96% | +0.12 |
| IEMG iShares Core MSCI Emerging | Add +46.3% | 0.31% | +0.11 |
| SGOL Abrdn Physical Gold Shares | Add +0.3% | 0.57% | +0.10 |
| XBI SS SPDR S&P Biotech ETF | Add +82.9% | 0.23% | +0.09 |
| CME Cme Group Inc. | Add +0.3% | 0.64% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | Add +8.9% | 0.98% | +0.06 |
| MDT Medtronic PLC | Add +8.3% | 0.30% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +8.4% | 0.62% | +0.06 |
| NEE Nextera Energy Inc. | Add +7.7% | 0.72% | +0.06 |
| META Meta Platforms Inc. Class A | Add +11.3% | 0.54% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.5% | 1.32% | +0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +1.8% | 0.60% | +0.04 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.36% | +0.04 |
| CTAS Cintas Corp. | Add +2.8% | 0.27% | +0.04 |
| AMT American Tower Corp. | Add +1.5% | 0.21% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +4.4% | 0.47% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.6% | 0.18% | +0.04 |
| PFE Pfizer Inc. | Add +12.1% | 0.43% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +3.1% | 0.42% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +8.6% | 0.67% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.53% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +17.7% | 0.27% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +2.1% | 1.04% | +0.03 |
| CL Colgate-Palmolive Co. | Add +5.8% | 0.30% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +8.7% | 0.23% | +0.03 |
| NOC Northrop Grumman Corp. | Add +8.7% | 0.15% | +0.03 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 3,600 | $70Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 900 | $40Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 900 | $19Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 400 | $6Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.2% | 530 | $654K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 307 | $357.0M | GOOGL, NVDA, AAPL, MSFT, BRK.B |
| Q1 2026 | 255 | $273.8M | GOOGL, NVDA, MSFT, AAPL, BRK.B |
| Q4 2025 | 215 | $198.8M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q3 2025 | 206 | $203.1M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q2 2025 | 185 | $181.5M | MSFT, AAPL, JPM, BRK.B, NVDA |
| Q1 2025 | 180 | $165.9M | AAPL, MSFT, BRK.B, JPM, SPY |
| Q4 2024 | 174 | $169.2M | AAPL, MSFT, BRK.B, JPM, NVDA |
| Q3 2024 | 176 | $170.2M | MSFT, AAPL, BRK.B, JPM, NVDA |
| Q2 2024 | 171 | $160.1M | MSFT, AAPL, NVDA, JPM, BRK.B |
| Q1 2024 | 188 | $186.1M | MSFT, AAPL, IWD, VIG, IVV |