Filed: 2/13/2025ACC: 0001085146-25-001342
📋 What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $169.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$169.95M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$82.33M48.4%
CL B NEW$5.22M3.1%
TR UNIT$4.19M2.5%
DIV APP ETF$4.07M2.4%
RUS 1000 VAL ETF$3.99M2.3%
SHS$3.62M2.1%
COM NEW$3.47M2.0%
Portfolio Concentration
Top 3$24.07M14.2%
4–10$28.03M16.5%
11–25$31.64M18.6%
Rest$86.20M50.7%
Top 3 weight
14.2%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
709.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings175
Rows:
APPLE INC
SOLEShares38.55K
TypeSH
Market value$9.65M
5.68%
Sole
0.00
Shared
0.00
None
38.55K
MICROSOFT CORP
SOLEShares21.82K
TypeSH
Market value$9.20M
5.41%
Sole
0.00
Shared
0.00
None
21.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.52K
TypeSH
Market value$5.22M
3.07%
Sole
0.00
Shared
0.00
None
11.52K
JPMORGAN CHASE & CO.
SOLEShares19.92K
TypeSH
Market value$4.77M
2.81%
Sole
0.00
Shared
0.00
None
19.92K
NVIDIA CORPORATION
SOLEShares34.51K
TypeSH
Market value$4.59M
2.70%
Sole
0.00
Shared
0.00
None
34.51K
VANGUARD SPECIALIZED FUNDS
SOLEShares20.78K
TypeSH
Market value$4.07M
2.39%
Sole
0.00
Shared
0.00
None
20.78K
ISHARES TR
SOLEShares21.54K
TypeSH
Market value$3.99M
2.35%
Sole
0.00
Shared
0.00
None
21.54K
SPDR S&P 500 ETF TR
SOLEShares8.48K
TypeSH
Market value$3.97M
2.34%
Sole
0.00
Shared
0.00
None
8.48K
AMAZON COM INC
SOLEShares15.19K
TypeSH
Market value$3.33M
1.96%
Sole
0.00
Shared
0.00
None
15.19K
ALPHABET INC
SOLEShares17.48K
TypeSH
Market value$3.31M
1.95%
Sole
0.00
Shared
0.00
None
17.48K
ISHARES TR
SOLEShares5.39K
TypeSH
Market value$3.18M
1.87%
Sole
0.00
Shared
0.00
None
5.39K
TEXAS PACIFIC LAND CORPORATI
SOLEShares2.73K
TypeSH
Market value$3.02M
1.78%
Sole
0.00
Shared
0.00
None
2.73K
HOME DEPOT INC
SOLEShares7.35K
TypeSH
Market value$2.86M
1.68%
Sole
0.00
Shared
0.00
None
7.35K
EATON CORP PLC
SOLEShares6.79K
TypeSH
Market value$2.25M
1.32%
Sole
0.00
Shared
0.00
None
6.79K
WALMART INC
SOLEShares23.99K
TypeSH
Market value$2.17M
1.28%
Sole
0.00
Shared
0.00
None
23.99K
CONOCOPHILLIPS
SOLEShares21.63K
TypeSH
Market value$2.15M
1.26%
Sole
0.00
Shared
0.00
None
21.63K
ISHARES TR
SOLEShares47.30K
TypeSH
Market value$2.14M
1.26%
Sole
0.00
Shared
0.00
None
47.30K
JOHNSON & JOHNSON
SOLEShares13.18K
TypeSH
Market value$1.91M
1.12%
Sole
0.00
Shared
0.00
None
13.18K
EXXON MOBIL CORP
SOLEShares17.07K
TypeSH
Market value$1.84M
1.08%
Sole
0.00
Shared
0.00
None
17.07K
ISHARES BITCOIN TRUST ETF
SOLEShares33.88K
TypeSH
Market value$1.80M
1.06%
Sole
0.00
Shared
0.00
None
33.88K
SPDR SER TR
SOLEShares25.43K
TypeSH
Market value$1.75M
1.03%
Sole
0.00
Shared
0.00
None
25.43K
WISDOMTREE TR
SOLEShares22.23K
TypeSH
Market value$1.73M
1.02%
Sole
0.00
Shared
0.00
None
22.23K
INVESCO EXCHANGE TRADED FD T
SOLEShares25.41K
TypeSH
Market value$1.70M
1.00%
Sole
0.00
Shared
0.00
None
25.41K
J P MORGAN EXCHANGE TRADED F
SOLEShares28.34K
TypeSH
Market value$1.60M
0.94%
Sole
0.00
Shared
0.00
None
28.34K
ISHARES TR
SOLEShares8.77K
TypeSH
Market value$1.56M
0.92%
Sole
0.00
Shared
0.00
None
8.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 38.55K | SH | $9.65M 5.68% | 0.00 | 0.00 | 38.55K |
MICROSOFT CORPSOLE | COM | 21.82K | SH | $9.20M 5.41% | 0.00 | 0.00 | 21.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.52K | SH | $5.22M 3.07% | 0.00 | 0.00 | 11.52K |
JPMORGAN CHASE & CO.SOLE | COM | 19.92K | SH | $4.77M 2.81% | 0.00 | 0.00 | 19.92K |
NVIDIA CORPORATIONSOLE | COM | 34.51K | SH | $4.59M 2.70% | 0.00 | 0.00 | 34.51K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 20.78K | SH | $4.07M 2.39% | 0.00 | 0.00 | 20.78K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 21.54K | SH | $3.99M 2.35% | 0.00 | 0.00 | 21.54K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.48K | SH | $3.97M 2.34% | 0.00 | 0.00 | 8.48K |
AMAZON COM INCSOLE | COM | 15.19K | SH | $3.33M 1.96% | 0.00 | 0.00 | 15.19K |
ALPHABET INCSOLE | CAP STK CL A | 17.48K | SH | $3.31M 1.95% | 0.00 | 0.00 | 17.48K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.39K | SH | $3.18M 1.87% | 0.00 | 0.00 | 5.39K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 2.73K | SH | $3.02M 1.78% | 0.00 | 0.00 | 2.73K |
HOME DEPOT INCSOLE | COM | 7.35K | SH | $2.86M 1.68% | 0.00 | 0.00 | 7.35K |
EATON CORP PLCSOLE | SHS | 6.79K | SH | $2.25M 1.32% | 0.00 | 0.00 | 6.79K |
WALMART INCSOLE | COM | 23.99K | SH | $2.17M 1.28% | 0.00 | 0.00 | 23.99K |
CONOCOPHILLIPSSOLE | COM | 21.63K | SH | $2.15M 1.26% | 0.00 | 0.00 | 21.63K |
ISHARES TRSOLE | CORE TOTAL USD | 47.30K | SH | $2.14M 1.26% | 0.00 | 0.00 | 47.30K |
JOHNSON & JOHNSONSOLE | COM | 13.18K | SH | $1.91M 1.12% | 0.00 | 0.00 | 13.18K |
EXXON MOBIL CORPSOLE | COM | 17.07K | SH | $1.84M 1.08% | 0.00 | 0.00 | 17.07K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 33.88K | SH | $1.80M 1.06% | 0.00 | 0.00 | 33.88K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 25.43K | SH | $1.75M 1.03% | 0.00 | 0.00 | 25.43K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 22.23K | SH | $1.73M 1.02% | 0.00 | 0.00 | 22.23K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 25.41K | SH | $1.70M 1.00% | 0.00 | 0.00 | 25.41K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 28.34K | SH | $1.60M 0.94% | 0.00 | 0.00 | 28.34K |
ISHARES TRSOLE | MSCI USA QLT FCT | 8.77K | SH | $1.56M 0.92% | 0.00 | 0.00 | 8.77K |
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