Resurgent Financial Advisors
ATLANTA, GAfiles as Resurgent Financial Advisors LLC
$358m in 308 US stocks at the end of 30 June 2026. The top 10 are 30.2% of the money. It changed about 15.9% of the portfolio this quarter.
Value
$358m
Stocks
308
Top 10 share
30.2%
Turnover
15.9%
What changed this quarter
New
Bought for the first time this quarter.
- Applied MaterialsAMAT0.9% of the fund
- ASML Holding NVASML0.5% of the fund
- Blackrock ETF TrustIALT0.3% of the fund
- Freeport-McMoRanFCX0.2% of the fund
- Booking HoldingsBKNG0.2% of the fund
- General ElectricGE0.2% of the fund
- CelesticaCLS0.2% of the fund
- Raymond James FinancialRJF0.2% of the fund
- RBC BearingsRBC0.2% of the fund
- First TR Exchange-Traded FDCIBR0.2% of the fund
- BandwidthBAND0.1% of the fund
- MercadoLibreMELI0.1% of the fund
- CitigroupC0.1% of the fund
- First TR Exchange Traded FDAIRR0.1% of the fund
- AccentureACN0.1% of the fund
- Simplify Exchange Traded FUNBUCK0.1% of the fund
- Blackrock ETF Trust IIGGOV0.1% of the fund
- Invesco Actvely Mngd ETC FDPDBA0.1% of the fund
- United RentalsURI0.1% of the fund
- Digital Realty TrustDLR0.1% of the fund
- Southern CopperSCCO0.1% of the fund
- KLAKLAC0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Ishares TRDVY<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL5.4% of the fund+22%
- NvidiaNVDA4.8% of the fund+24%
- AppleAAPL4.5% of the fund+25%
- MicrosoftMSFT4.2% of the fund+22%
- Berkshire HathawayBRK-B2.6% of the fund+25%
- VisaV1.9% of the fund+32%
- Eli LillyLLY1.9% of the fund+18%
- BroadcomAVGO1.8% of the fund+35%
- Vanguard Specialized FundsVIG1.6% of the fund+8%
- Johnson & JohnsonJNJ1.6% of the fund+14%
- JPMorgan ChaseJPM1.5% of the fund+3%
- Amazon.comAMZN1.4% of the fund+19%
- Meta PlatformsMETA1.3% of the fund+51%
- EatonETN1.2% of the fund+15%
- W.W. GraingerGWW1.2% of the fund+43%
- MastercardMA1.1% of the fund+18%
- MckessonMCK1.0% of the fund+27%
- StrykerSYK1.0% of the fund+34%
- Ishares TRIVV1.0% of the fund+18%
- ExxonMobil HoldingsXOM1.0% of the fund+9%
- WalmartWMT1.0% of the fund+7%
- Spdr Series TrustSPYM0.9% of the fund+46%
- Home DepotHD0.9% of the fund+113%
- Micron TechnologyMU0.9% of the fund+307%
- Ishares TRIUSB0.7% of the fund+54%
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY1.3% of the fund-22%
- Ishares TRIWD1.0% of the fund-7%
- Quanta ServicesPWR0.7% of the fund-4%
- Invesco Currencyshares EuroFXE0.6% of the fund-15%
- ConocoPhillipsCOP0.6% of the fund-5%
- Ishares TRIJR0.4% of the fund-6%
- Wisdomtree TRDON0.4% of the fund-6%
- Wisdomtree TRUSFR0.4% of the fund-22%
- Ishares TRIVE0.4% of the fund-14%
- Ishares TRSHYG0.3% of the fund-4%
- Vanguard Index FDSVBR0.3% of the fund-6%
- Spdr Index SHS FDSSPDW0.3% of the fund-4%
- Texas InstrumentsTXN0.3% of the fund-7%
- Blackrock ETF TrustBAI0.2% of the fund-18%
- Schwab Strategic TRSCHG0.2% of the fund-5%
- Global X FDSBOTZ0.2% of the fund-6%
- Vaneck ETF TrustSMH0.2% of the fund-8%
- Bank of Amer0.2% of the fund-3%
- Robinhood MarketsHOOD0.2% of the fund-12%
- Vaneck ETF TrustMOAT0.2% of the fund-5%
- Ishares TRSGOV0.2% of the fund-68%
- Global X FDSAIQ0.2% of the fund-26%
- IsharesIEMG0.2% of the fund-22%
- Spdr Index SHS FDSSPEM0.1% of the fund-4%
- DanaherDHR0.1% of the fund-46%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- Automatic Data ProcessingADP-100%
- Markel GroupMKL-100%
- Ishares TREFV-100%
- Ishares TRQUAL-100%
- Ishares TRITOT-100%
- Vertex PharmaceuticalsVRTX-100%
- Global X FDSCLIP-100%
- Pimco ETF TRMINT-100%
- Ishares TRIAGG-100%
- Honeywell InternationalHON-100%
- Intuitive SurgicalISRG-100%
- Kratos Defense & Security SolutionsKTOS-100%
- Ishares TRIEUR-100%
- FS KKR CapitalFSK-100%
- Eos Energy EnterprisesEOSE-100%
- Plug PowerPLUG-100%
- ESS TechGWH-100%
Holdings
- Vanguard Specialized FundsVIG
- Share
- 1.6%
- Value
- $6m
- Shares
- 24,228
+8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.3%
- Value
- $5m
- Shares
- 6,137
-22%
- Ishares TRIWD
- Share
- 1.0%
- Value
- $4m
- Shares
- 14,929
-7%
- Ishares TRIVV
- Share
- 1.0%
- Value
- $3m
- Shares
- 4,577
+18%
- Spdr Series TrustSPYM
- Share
- 0.9%
- Value
- $3m
- Shares
- 37,161
+46%
- Ishares TRIUSB
- Share
- 0.7%
- Value
- $3m
- Shares
- 55,822
+54%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.7%
- Value
- $3m
- Shares
- 27,964
+5%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.6%
- Value
- $2m
- Shares
- 35,269
+3%
- Invesco Currencyshares EuroFXE
- Share
- 0.6%
- Value
- $2m
- Shares
- 20,347
-15%
- Wisdomtree TRDLN
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,569
Held
- Ishares TRIVW
- Share
- 0.5%
- Value
- $2m
- Shares
- 13,630
Held
- Blackrock ETF TrustDYNF
- Share
- 0.5%
- Value
- $2m
- Shares
- 26,198
+2%
- Global X FDSMLPX
- Share
- 0.5%
- Value
- $2m
- Shares
- 23,531
+7%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $2m
- Shares
- 10,809
-6%
- Wisdomtree TRDON
- Share
- 0.4%
- Value
- $1m
- Shares
- 25,820
-6%
- Wisdomtree TRUSFR
- Share
- 0.4%
- Value
- $1m
- Shares
- 28,306
-22%
- Ishares TRIVE
- Share
- 0.4%
- Value
- $1m
- Shares
- 6,067
-14%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,467
+130%
- Spdr Series TrustXBI
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,573
+27%
- Vanguard Whitehall FDSVIGI
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,138
Held
- Ishares TRSHYG
- Share
- 0.3%
- Value
- $1m
- Shares
- 28,912
-4%
- Vanguard Index FDSVBR
- Share
- 0.3%
- Value
- $1m
- Shares
- 4,901
-6%
- Schwab Strategic TRSCHX
- Share
- 0.3%
- Value
- $1m
- Shares
- 38,725
+43%
- Pimco ETF TRPYLD
- Share
- 0.3%
- Value
- $1m
- Shares
- 42,818
+4%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,543
+7%
- Spdr Index SHS FDSGNR
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,765
Held
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $1m
- Shares
- 2,827
Held
- Blackrock ETF TrustIALT
- Share
- 0.3%
- Value
- $985,088
- Shares
- 35,119
New
- Etfs Gold TRSGOL
- Share
- 0.3%
- Value
- $980,141
- Shares
- 25,638
Held
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $977,137
- Shares
- 18,398
+7%
- Vanguard World FDMGK
- Share
- 0.3%
- Value
- $964,636
- Shares
- 10,973
+55%
- Spdr Index SHS FDSSPDW
- Share
- 0.3%
- Value
- $953,379
- Shares
- 18,920
-4%
- Neos ETF TrustSPYI
- Share
- 0.3%
- Value
- $917,289
- Shares
- 17,278
+4%
- Ishares TRMBB
- Share
- 0.3%
- Value
- $895,199
- Shares
- 9,471
+6%
- Global X FDSRYLD
- Share
- 0.2%
- Value
- $882,264
- Shares
- 55,176
+7%
- Etfis SER TR IUTES
- Share
- 0.2%
- Value
- $875,190
- Shares
- 10,707
+5%
- Global X FDSSDIV
- Share
- 0.2%
- Value
- $863,612
- Shares
- 35,336
+7%
- Ishares TRPFF
- Share
- 0.2%
- Value
- $848,811
- Shares
- 27,839
+5%
- Schwab Strategic TRSCHZ
- Share
- 0.2%
- Value
- $826,065
- Shares
- 35,714
+9%
- Blackrock ETF TrustCORO
- Share
- 0.2%
- Value
- $815,228
- Shares
- 22,274
+37%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 5.4% | $19m | 53,756 | +22% |
| NvidiaNVDA | 4.8% | $17m | 86,317 | +24% |
| AppleAAPL | 4.5% | $16m | 55,146 | +25% |
| MicrosoftMSFT | 4.2% | $15m | 40,008 | +22% |
| Berkshire HathawayBRK-B | 2.6% | $9m | 18,866 | +25% |
| VisaV | 1.9% | $7m | 19,761 | +32% |
| Eli LillyLLY | 1.9% | $7m | 5,580 | +18% |
| BroadcomAVGO | 1.8% | $6m | 17,100 | +35% |
| Vanguard Specialized FundsVIG | 1.6% | $6m | 24,228 | +8% |
| Johnson & JohnsonJNJ | 1.6% | $6m | 22,360 | +14% |
| JPMorgan ChaseJPM | 1.5% | $5m | 16,655 | +3% |
| Amazon.comAMZN | 1.4% | $5m | 20,557 | +19% |
| Meta PlatformsMETA | 1.3% | $5m | 8,458 | +51% |
| State STR Spdr S&P 500 ETF TSPY | 1.3% | $5m | 6,137 | -22% |
| EatonETN | 1.2% | $4m | 10,480 | +15% |
| W.W. GraingerGWW | 1.2% | $4m | 3,132 | +43% |
| MastercardMA | 1.1% | $4m | 7,377 | +18% |
| MckessonMCK | 1.0% | $4m | 4,932 | +27% |
| Ishares TRIWD | 1.0% | $4m | 14,929 | -7% |
| StrykerSYK | 1.0% | $4m | 11,183 | +34% |
| Texas Pacific LandTPL | 1.0% | $3m | 7,954 | Held |
| Ishares TRIVV | 1.0% | $3m | 4,577 | +18% |
| ExxonMobil HoldingsXOM | 1.0% | $3m | 24,901 | +9% |
| WalmartWMT | 1.0% | $3m | 30,039 | +7% |
| Spdr Series TrustSPYM | 0.9% | $3m | 37,161 | +46% |
| Applied MaterialsAMAT | 0.9% | $3m | 4,507 | New |
| Home DepotHD | 0.9% | $3m | 8,866 | +113% |
| Micron TechnologyMU | 0.9% | $3m | 2,651 | +307% |
| Ishares TRIUSB | 0.7% | $3m | 55,822 | +54% |
| Quanta ServicesPWR | 0.7% | $3m | 3,534 | -4% |
| Invesco Exchange Traded FD TSPHQ | 0.7% | $3m | 27,964 | +5% |
| RTXRTX | 0.7% | $2m | 12,898 | +36% |
| ChevronCVX | 0.7% | $2m | 14,275 | +11% |
| J P Morgan Exchange Traded FJEPQ | 0.6% | $2m | 35,269 | +3% |
| Invesco Currencyshares EuroFXE | 0.6% | $2m | 20,347 | -15% |
| ConocoPhillipsCOP | 0.6% | $2m | 20,454 | -5% |
| AmphenolAPH | 0.6% | $2m | 11,344 | +37% |
| S&P GlobalSPGI | 0.5% | $2m | 4,656 | +21% |
| Wisdomtree TRDLN | 0.5% | $2m | 19,569 | Held |
| Ishares TRIVW | 0.5% | $2m | 13,630 | Held |
| Cisco SystemsCSCO | 0.5% | $2m | 15,544 | +16% |
| Blackrock ETF TrustDYNF | 0.5% | $2m | 26,198 | +2% |
| NextEra EnergyNEE | 0.5% | $2m | 20,048 | +20% |
| ASML Holding NVASML | 0.5% | $2m | 874 | New |
| Global X FDSMLPX | 0.5% | $2m | 23,531 | +7% |
| AmgenAMGN | 0.5% | $2m | 4,679 | +31% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $2m | 3,485 | +3% |
| IntelINTC | 0.5% | $2m | 11,770 | Held |
| DeereDE | 0.5% | $2m | 2,587 | +111% |
| Marathon PetroleumMPC | 0.4% | $2m | 6,292 | Held |
| Ishares TRIJR | 0.4% | $2m | 10,809 | -6% |
| Advanced Micro DevicesAMD | 0.4% | $2m | 2,665 | +25% |
| Altria GroupMO | 0.4% | $2m | 21,291 | Held |
| AbbVieABBV | 0.4% | $1m | 5,944 | +51% |
| CorningGLW | 0.4% | $1m | 5,850 | +56% |
| Wisdomtree TRDON | 0.4% | $1m | 25,820 | -6% |
| Wisdomtree TRUSFR | 0.4% | $1m | 28,306 | -22% |
| Ishares TRIVE | 0.4% | $1m | 6,067 | -14% |
| Invesco Exch Traded FD TR IISPMO | 0.4% | $1m | 8,467 | +130% |
| Costco WholesaleCOST | 0.4% | $1m | 1,457 | +6% |
| Spdr Series TrustXBI | 0.4% | $1m | 8,573 | +27% |
| ServiceNowNOW | 0.4% | $1m | 12,981 | +16% |
| PfizerPFE | 0.4% | $1m | 52,559 | +3% |
| Vanguard Whitehall FDSVIGI | 0.3% | $1m | 13,138 | Held |
| Ishares TRSHYG | 0.3% | $1m | 28,912 | -4% |
| Vanguard Index FDSVBR | 0.3% | $1m | 4,901 | -6% |
| Morgan StanleyMS | 0.3% | $1m | 5,465 | +3% |
| Schwab Strategic TRSCHX | 0.3% | $1m | 38,725 | +43% |
| Pimco ETF TRPYLD | 0.3% | $1m | 42,818 | +4% |
| CrowdStrike HoldingsCRWD | 0.3% | $1m | 1,463 | +99% |
| ChubbCB | 0.3% | $1m | 3,220 | +18% |
| Ishares TRIWM | 0.3% | $1m | 3,543 | +7% |
| Spdr Index SHS FDSGNR | 0.3% | $1m | 15,765 | Held |
| Southern CompanySO | 0.3% | $1m | 10,991 | +133% |
| Vanguard Index FDSVTI | 0.3% | $1m | 2,827 | Held |
| TeslaTSLA | 0.3% | $1m | 2,462 | Held |
| GE VernovaGEV | 0.3% | $1m | 868 | +84% |
| Uber TechnologiesUBER | 0.3% | $1m | 14,008 | +16% |
| Blackrock ETF TrustIALT | 0.3% | $985,088 | 35,119 | New |
| Etfs Gold TRSGOL | 0.3% | $980,141 | 25,638 | Held |
| Select Sector Spdr TRXLE | 0.3% | $977,137 | 18,398 | +7% |
| Palantir TechnologiesPLTR | 0.3% | $969,528 | 8,310 | +204% |
| Vanguard World FDMGK | 0.3% | $964,636 | 10,973 | +55% |
| Spdr Index SHS FDSSPDW | 0.3% | $953,379 | 18,920 | -4% |
| Realty IncomeO | 0.3% | $948,546 | 15,309 | +2% |
| MerckMRK | 0.3% | $942,035 | 7,331 | +34% |
| Palo Alto NetworksPANW | 0.3% | $923,141 | 2,707 | +7% |
| Neos ETF TrustSPYI | 0.3% | $917,289 | 17,278 | +4% |
| Texas InstrumentsTXN | 0.3% | $901,960 | 3,026 | -7% |
| Ishares TRMBB | 0.3% | $895,199 | 9,471 | +6% |
| Global X FDSRYLD | 0.2% | $882,264 | 55,176 | +7% |
| TJX CompaniesTJX | 0.2% | $882,033 | 5,822 | +4% |
| Coca-ColaKO | 0.2% | $877,642 | 10,799 | +242% |
| Verizon CommunicationsVZ | 0.2% | $875,737 | 20,683 | +6% |
| Etfis SER TR IUTES | 0.2% | $875,190 | 10,707 | +5% |
| Global X FDSSDIV | 0.2% | $863,612 | 35,336 | +7% |
| Ishares TRPFF | 0.2% | $848,811 | 27,839 | +5% |
| Procter & GamblePG | 0.2% | $836,396 | 5,704 | +12% |
| Schwab Strategic TRSCHZ | 0.2% | $826,065 | 35,714 | +9% |
| Blackrock ETF TrustCORO | 0.2% | $815,228 | 22,274 | +37% |
Showing the largest 100 of 308.
Options (8)
- Invesco QQQ TRQQQ
- Type
- Put
- Value
- $957,320
- Contracts
- 1,300
- Ishares TRIJR
- Type
- Put
- Value
- $593,240
- Contracts
- 4,000
- Amazon.comAMZN
- Type
- Call
- Value
- $95,336
- Contracts
- 400
- Costco WholesaleCOST
- Type
- Put
- Value
- $93,547
- Contracts
- 100
- AlphabetGOOGL
- Type
- Call
- Value
- $71,474
- Contracts
- 200
- WalmartWMT
- Type
- Put
- Value
- $45,304
- Contracts
- 400
- T1 EnergyTE
- Type
- Call
- Value
- $5,688
- Contracts
- 600
- Recursion PharmaceuticalsRXRX
- Type
- Call
- Value
- $3,670
- Contracts
- 1,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Invesco QQQ TRQQQ | Put | $957,320 | 1,300 |
| Ishares TRIJR | Put | $593,240 | 4,000 |
| Amazon.comAMZN | Call | $95,336 | 400 |
| Costco WholesaleCOST | Put | $93,547 | 100 |
| AlphabetGOOGL | Call | $71,474 | 200 |
| WalmartWMT | Put | $45,304 | 400 |
| T1 EnergyTE | Call | $5,688 | 600 |
| Recursion PharmaceuticalsRXRX | Call | $3,670 | 1,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 96.4% since 30 June 2025.
Where the money is
Technology23.0%
Financial services10.2%
Health care8.2%
Media & telecom7.4%
Industrials7.3%
Energy4.1%
Retail & consumer3.4%
Everyday goods2.8%
Utilities1.3%
Real estate0.9%
Materials0.8%
Other30.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.