Latest Resurgent Financial Advisors LLC Stock Portfolio

Resurgent Financial Advisors LLC Performance:

2025 Q3: 5.2%YTD: 8.6%2024: 12.24%

Performance for 2025 Q3 is 5.2%, and YTD is 8.6%, and 2024 is 12.24%.

About Resurgent Financial Advisors LLC and 13F Hedge Fund Stock Holdings

Resurgent Financial Advisors LLC is a hedge fund based in ATLANTA, GA. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $400.1 Millions. In it's latest 13F Holdings report, Resurgent Financial Advisors LLC reported an equity portfolio of $203.8 Millions as of 30 Sep, 2025.

The top stock holdings of Resurgent Financial Advisors LLC are MSFT, AAPL, . The fund has invested 5.7% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES TR (DMXF) and ALLSTATE CORP (ALL) stocks. They significantly reduced their stock positions in INTUITIVE SURGICAL INC (ISRG), J P MORGAN EXCHANGE TRADED F (BBAX) and LOCKHEED MARTIN CORP (LMT). Resurgent Financial Advisors LLC opened new stock positions in INVESCO CURRENCYSHARES EURO (FXE), ISHARES TR (AAXJ) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), CISCO SYS INC (CSCO) and PIMCO ETF TR (BOND).

Resurgent Financial Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resurgent Financial Advisors LLC made a return of 5.2% in the last quarter. In trailing 12 months, it's portfolio return was 9.19%.

New Buys

Ticker	$ Bought
invesco currencyshares euro	2,492,510
ishares tr	1,725,710
taiwan semiconductor mfg ltd	891,214
brookfield asset managmt ltd	859,054
realty income corp	725,589
neos etf trust	711,646
etfis ser tr i	693,970
pimco dynamic income fd	680,724

New stocks bought by Resurgent Financial Advisors LLC

Additions

Ticker	% Inc.
blackrock etf trust	135
principal exchange traded fd	113
cisco sys inc	110
pimco etf tr	110
j p morgan exchange traded f	109
select sector spdr tr	91.98
invesco exchange traded fd t	87.01
vanguard world fd	79.91

Additions to existing portfolio by Resurgent Financial Advisors LLC

Reductions

Ticker	% Reduced
intuitive surgical inc	-64.46
j p morgan exchange traded f	-63.33
lockheed martin corp	-42.3
schwab strategic tr	-39.82
ishares tr	-30.69
cme group inc	-30.01
international business machs	-29.42
philip morris intl inc	-28.52

Resurgent Financial Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco actively managed exc	-539,477
toast inc	-363,311
innovator etfs trust	-293,173
global x fds	-260,808
comcast corp new	-227,881
colgate palmolive co	-522,857
ishares tr	-578,565
ishares tr	-596,512

Resurgent Financial Advisors LLC got rid off the above stocks

Sector Distribution

Resurgent Financial Advisors LLC has about 48.7% of it's holdings in Others sector.

Sector	%
Others	48.7
Technology	17.9
Financial Services	6.8
Communication Services	4.9
Consumer Cyclical	4.4
Energy	4.2
Healthcare	4.1
Industrials	3.8
Consumer Defensive	3
Utilities	1.2

Market Cap. Distribution

Resurgent Financial Advisors LLC has about 50.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.7
MEGA-CAP	33.2
LARGE-CAP	17.3

Stocks belong to which Index?

About 48.2% of the stocks held by Resurgent Financial Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.4
S&P 500	48.2

Top 5 Winners (%)		%
GLW	corning inc	56.0 %
HOOD	robinhood mkts inc	52.9 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
TSLA	tesla inc	37.0 %

Top 5 Winners ($)		$
AAPL	apple inc	1.9 M
GOOG	alphabet inc	1.2 M
NVDA	nvidia corporation	0.9 M
HOOD	robinhood mkts inc	0.6 M
JPM	jpmorgan chase & co.	0.5 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
TXN	texas instrs inc	-11.5 %
CRM	salesforce inc	-11.5 %
SYBT	stock yds bancorp inc	-11.4 %
PM	philip morris intl inc	-10.9 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc	-0.3 M
NFLX	netflix inc	-0.2 M
COST	costco whsl corp new	-0.1 M
TXN	texas instrs inc	-0.1 M
DE	deere & co	-0.1 M

Resurgent Financial Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resurgent Financial Advisors LLC

Resurgent Financial Advisors LLC has 204 stocks in it's portfolio. About 29.4% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Resurgent Financial Advisors LLC last quarter.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.67	37,389	9,520,360	reduced	-3.38

AAXJ	ishares tr	0.85	22,653	1,725,710	new

AAXJ	ishares tr	0.57	17,229	1,168,640	reduced	-19.07

AAXJ	ishares tr	0.48	10,349	984,707	reduced	-3.73

AAXJ	ishares tr	0.33	21,362	675,466	new

AAXJ	ishares tr	0.25	9,346	505,525	added	75.35

AAXJ	ishares tr	0.21	4,094	421,641	added	42.85

AAXJ	ishares tr	0.20	6,617	397,557	new

AAXJ	ishares tr	0.12	2,597	247,208	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.32	2,778	643,218	reduced	-2.22

ABT	abbott labs	0.13	1,988	266,273	added	1.95

ACIO	etf ser solutions	0.16	3,127	328,054	reduced	-12.38

ACWF	ishares tr	0.80	34,818	1,626,350	reduced	-14.86

ACWF	ishares tr	0.61	28,615	1,239,020	added	17.7

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	0.30	6,061	600,730	reduced	-10.27

AFK	vaneck etf trust	0.25	1,551	506,096	reduced	-16.21

AFTY	pacer fds tr	0.13	4,518	259,649	added	19.62

AGGH	simplify exchange traded fun	0.17	12,256	342,800	reduced	-22.1