Latest Resurgent Financial Advisors LLC Stock Portfolio

Resurgent Financial Advisors LLC Performance:

2025 Q1: -2.59%YTD: -2.59%2024: 11.99%

Performance for 2025 Q1 is -2.59%, and YTD is -2.59%, and 2024 is 11.99%.

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 $166.5 Millions as of 31 Mar, 2025.

The top stock holdings of Resurgent Financial Advisors LLC are AAPL, MSFT, . The fund has invested 5.1% of it's portfolio in APPLE INC and 5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off MONDELEZ INTL INC (MDLZ), FREEPORT-MCMORAN INC (FCX) and INTERCONTINENTAL EXCHANGE IN (ICE) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB). Resurgent Financial Advisors LLC opened new stock positions in CORNING INC (GLW), ROBINHOOD MKTS INC (HOOD) and BLACKROCK INC. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), AT&T INC (T) and SPDR SER TR (BIL).

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

Our best estimate is that Resurgent Financial Advisors LLC made a return of -2.59% in the last quarter. In trailing 12 months, it's portfolio return was 2.72%.

New Buys

Ticker	$ Bought
corning inc	500,166
robinhood mkts inc	451,827
blackrock inc	389,003
allstate corp	343,322
bondbloxx etf trust	297,303
ishares tr	282,198
ishares tr	231,095
invesco exchange traded fd t	220,758

New stocks bought by Resurgent Financial Advisors LLC

Additions

Ticker	% Inc.
netflix inc	234
at&t inc	141
spdr ser tr	82.93
morgan stanley	55.54
ishares inc	46.3
ishares tr	38.74
wisdomtree tr	38.07
schwab strategic tr	17.72

Additions to existing portfolio by Resurgent Financial Advisors LLC

Reductions

Ticker	% Reduced
oracle corp	-65.57
ishares tr	-46.09
vanguard index fds	-31.42
schwab strategic tr	-25.57
marathon pete corp	-25.09
spdr gold tr	-24.7
ishares tr	-22.51
schwab strategic tr	-21.42

Resurgent Financial Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
freeport-mcmoran inc	-943,813
mondelez intl inc	-1,091,150
ishares tr	-205,042
ishares tr	-343,993
intercontinental exchange in	-585,311
american wtr wks co inc new	-455,509
target corp	-228,995
palo alto networks inc	-212,711

Resurgent Financial Advisors LLC got rid off the above stocks

Sector Distribution

Resurgent Financial Advisors LLC has about 45.6% of it's holdings in Others sector.

Sector	%
Others	45.6
Technology	15
Financial Services	8.6
Healthcare	6.4
Energy	5.2
Communication Services	4.4
Consumer Cyclical	4.3
Industrials	4.2
Consumer Defensive	3.8
Utilities	1.3

Market Cap. Distribution

Resurgent Financial Advisors LLC has about 53.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.6
MEGA-CAP	33
LARGE-CAP	20.6

Stocks belong to which Index?

About 52.5% of the stocks held by Resurgent Financial Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.5
Others	47.2

Top 5 Winners (%)		%
PM	philip morris intl inc	31.9 %
TMUS	t-mobile us inc	20.8 %
RSG	republic svcs inc	20.3 %
VRTX	vertex pharmaceuticals inc	19.8 %
AMGN	amgen inc	19.5 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	0.3 M
CVX	chevron corp new	0.2 M
XOM	exxon mobil corp	0.2 M
AMGN	amgen inc	0.2 M
V	visa inc	0.2 M

Top 5 Losers (%)		%
TSLA	tesla inc	-34.2 %
AVGO	broadcom inc	-27.6 %
KKR	kkr & co inc	-21.7 %
CRM	salesforce inc	-19.2 %
PWR	quanta svcs inc	-19.2 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.1 M
MSFT	microsoft corp	-1.0 M
NVDA	nvidia corporation	-0.9 M
GOOG	alphabet inc	-0.6 M
AMZN	amazon com inc	-0.5 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 180 stocks in it's portfolio. About 30.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Resurgent Financial Advisors LLC last quarter.

Last Reported on: 05 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	5.06	37,953	8,430,520	reduced	-1.55
Historical Trend of APPLE INC Position Held By Resurgent Financial Advisors LLC What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	4.95	21,955	8,241,780	added	0.62

		berkshire hathaway inc del	3.70	11,584	6,169,410	added	0.55

	JPM	jpmorgan chase & co.	2.88	19,522	4,788,690	reduced	-1.99

	SPY	spdr s&p 500 etf tr	2.56	7,630	4,268,210	added	14.22

	VIG	vanguard specialized funds	2.56	21,945	4,257,210	added	5.61

	IJR	ishares tr	2.38	21,084	3,967,210	reduced	-2.09

	TPL	texas pacific land corporati	2.17	2,733	3,621,200	unchanged	0.00

	NVDA	nvidia corporation	2.10	32,212	3,491,190	reduced	-5.57

	AMZN	amazon com inc	1.81	15,881	3,021,520	added	4.58

	GOOG	alphabet inc	1.77	19,059	2,947,210	added	9.06

	IJR	ishares tr	1.72	5,085	2,857,430	reduced	-5.73

	HD	home depot inc	1.48	6,738	2,469,530	reduced	-8.31

	COP	conocophillips	1.39	22,066	2,317,370	added	2.00

	ACWF	ishares tr	1.31	47,521	2,189,790	added	0.46

	JNJ	johnson & johnson	1.29	12,927	2,143,760	reduced	-1.93

	WMT	walmart inc	1.24	23,563	2,068,580	reduced	-1.78

	XOM	exxon mobil corp	1.21	16,989	2,020,520	reduced	-0.48

	AGZD	wisdomtree tr	1.05	22,014	1,747,240	reduced	-0.95

	CSD	invesco exchange traded fd t	1.03	25,936	1,720,590	added	2.08