Filed: 5/5/2025ACC: 0001085146-25-002603
📋 What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $166.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
181
Positions
$166.52M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$80.10M48.1%
CL B NEW$6.17M3.7%
TR UNIT$4.52M2.7%
DIV APP ETF$4.26M2.6%
RUS 1000 VAL ETF$3.97M2.4%
COM NEW$3.73M2.2%
SHS$3.11M1.9%
Portfolio Concentration
Top 3$22.84M13.7%
4–10$27.42M16.5%
11–25$30.60M18.4%
Rest$85.66M51.4%
Top 3 weight
13.7%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole181
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings181
Rows:
APPLE INC
SOLEShares37.95K
TypeSH
Market value$8.43M
5.06%
Sole
0.00
Shared
0.00
None
37.95K
MICROSOFT CORP
SOLEShares21.95K
TypeSH
Market value$8.24M
4.95%
Sole
0.00
Shared
0.00
None
21.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.58K
TypeSH
Market value$6.17M
3.70%
Sole
0.00
Shared
0.00
None
11.58K
JPMORGAN CHASE & CO.
SOLEShares19.52K
TypeSH
Market value$4.79M
2.88%
Sole
0.00
Shared
0.00
None
19.52K
SPDR S&P 500 ETF TR
SOLEShares7.63K
TypeSH
Market value$4.27M
2.56%
Sole
0.00
Shared
0.00
None
7.63K
VANGUARD SPECIALIZED FUNDS
SOLEShares21.95K
TypeSH
Market value$4.26M
2.56%
Sole
0.00
Shared
0.00
None
21.95K
ISHARES TR
SOLEShares21.08K
TypeSH
Market value$3.97M
2.38%
Sole
0.00
Shared
0.00
None
21.08K
TEXAS PACIFIC LAND CORPORATI
SOLEShares2.73K
TypeSH
Market value$3.62M
2.17%
Sole
0.00
Shared
0.00
None
2.73K
NVIDIA CORPORATION
SOLEShares32.21K
TypeSH
Market value$3.49M
2.10%
Sole
0.00
Shared
0.00
None
32.21K
AMAZON COM INC
SOLEShares15.88K
TypeSH
Market value$3.02M
1.81%
Sole
0.00
Shared
0.00
None
15.88K
ALPHABET INC
SOLEShares19.06K
TypeSH
Market value$2.95M
1.77%
Sole
0.00
Shared
0.00
None
19.06K
ISHARES TR
SOLEShares5.08K
TypeSH
Market value$2.86M
1.72%
Sole
0.00
Shared
0.00
None
5.08K
HOME DEPOT INC
SOLEShares6.74K
TypeSH
Market value$2.47M
1.48%
Sole
0.00
Shared
0.00
None
6.74K
CONOCOPHILLIPS
SOLEShares22.07K
TypeSH
Market value$2.32M
1.39%
Sole
0.00
Shared
0.00
None
22.07K
ISHARES TR
SOLEShares47.52K
TypeSH
Market value$2.19M
1.32%
Sole
0.00
Shared
0.00
None
47.52K
JOHNSON & JOHNSON
SOLEShares12.93K
TypeSH
Market value$2.14M
1.29%
Sole
0.00
Shared
0.00
None
12.93K
WALMART INC
SOLEShares23.56K
TypeSH
Market value$2.07M
1.24%
Sole
0.00
Shared
0.00
None
23.56K
EXXON MOBIL CORP
SOLEShares16.99K
TypeSH
Market value$2.02M
1.21%
Sole
0.00
Shared
0.00
None
16.99K
WISDOMTREE TR
SOLEShares22.01K
TypeSH
Market value$1.75M
1.05%
Sole
0.00
Shared
0.00
None
22.01K
INVESCO EXCHANGE TRADED FD T
SOLEShares25.94K
TypeSH
Market value$1.72M
1.03%
Sole
0.00
Shared
0.00
None
25.94K
EATON CORP PLC
SOLEShares6.15K
TypeSH
Market value$1.67M
1.00%
Sole
0.00
Shared
0.00
None
6.15K
CHEVRON CORP NEW
SOLEShares9.89K
TypeSH
Market value$1.65M
0.99%
Sole
0.00
Shared
0.00
None
9.89K
ISHARES TR
SOLEShares9.55K
TypeSH
Market value$1.63M
0.98%
Sole
0.00
Shared
0.00
None
9.55K
VISA INC
SOLEShares4.53K
TypeSH
Market value$1.59M
0.95%
Sole
0.00
Shared
0.00
None
4.53K
ISHARES BITCOIN TRUST ETF
SOLEShares33.64K
TypeSH
Market value$1.57M
0.95%
Sole
0.00
Shared
0.00
None
33.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 37.95K | SH | $8.43M 5.06% | 0.00 | 0.00 | 37.95K |
MICROSOFT CORPSOLE | COM | 21.95K | SH | $8.24M 4.95% | 0.00 | 0.00 | 21.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.58K | SH | $6.17M 3.70% | 0.00 | 0.00 | 11.58K |
JPMORGAN CHASE & CO.SOLE | COM | 19.52K | SH | $4.79M 2.88% | 0.00 | 0.00 | 19.52K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.63K | SH | $4.27M 2.56% | 0.00 | 0.00 | 7.63K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.95K | SH | $4.26M 2.56% | 0.00 | 0.00 | 21.95K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 21.08K | SH | $3.97M 2.38% | 0.00 | 0.00 | 21.08K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 2.73K | SH | $3.62M 2.17% | 0.00 | 0.00 | 2.73K |
NVIDIA CORPORATIONSOLE | COM | 32.21K | SH | $3.49M 2.10% | 0.00 | 0.00 | 32.21K |
AMAZON COM INCSOLE | COM | 15.88K | SH | $3.02M 1.81% | 0.00 | 0.00 | 15.88K |
ALPHABET INCSOLE | CAP STK CL A | 19.06K | SH | $2.95M 1.77% | 0.00 | 0.00 | 19.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.08K | SH | $2.86M 1.72% | 0.00 | 0.00 | 5.08K |
HOME DEPOT INCSOLE | COM | 6.74K | SH | $2.47M 1.48% | 0.00 | 0.00 | 6.74K |
CONOCOPHILLIPSSOLE | COM | 22.07K | SH | $2.32M 1.39% | 0.00 | 0.00 | 22.07K |
ISHARES TRSOLE | CORE TOTAL USD | 47.52K | SH | $2.19M 1.32% | 0.00 | 0.00 | 47.52K |
JOHNSON & JOHNSONSOLE | COM | 12.93K | SH | $2.14M 1.29% | 0.00 | 0.00 | 12.93K |
WALMART INCSOLE | COM | 23.56K | SH | $2.07M 1.24% | 0.00 | 0.00 | 23.56K |
EXXON MOBIL CORPSOLE | COM | 16.99K | SH | $2.02M 1.21% | 0.00 | 0.00 | 16.99K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 22.01K | SH | $1.75M 1.05% | 0.00 | 0.00 | 22.01K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 25.94K | SH | $1.72M 1.03% | 0.00 | 0.00 | 25.94K |
EATON CORP PLCSOLE | SHS | 6.15K | SH | $1.67M 1.00% | 0.00 | 0.00 | 6.15K |
CHEVRON CORP NEWSOLE | COM | 9.89K | SH | $1.65M 0.99% | 0.00 | 0.00 | 9.89K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.55K | SH | $1.63M 0.98% | 0.00 | 0.00 | 9.55K |
VISA INCSOLE | COM CL A | 4.53K | SH | $1.59M 0.95% | 0.00 | 0.00 | 4.53K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 33.64K | SH | $1.57M 0.95% | 0.00 | 0.00 | 33.64K |
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