Resurgent Financial Advisors LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
181
- Value ($000)
$166,524
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001912339
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $8.43M | 5 % | 37,953 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.24M | 5 % | 21,955 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.17M | 4 % | 11,584 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $4.79M | 3 % | 19,522 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.27M | 3 % | 7,630 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.26M | 3 % | 21,945 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $3.97M | 2 % | 21,084 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $3.62M | 2 % | 2,733 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.49M | 2 % | 32,212 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.02M | 2 % | 15,881 |
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