Notify me when Resurgent Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 216 | $199,431,823 | +$14,275,459 | -$17,211,349 | -$2,935,890 | MSFT, AAPL, BRKB, NVDA, JPM | 13F-HR | 11 Feb 2026, 21:14 |
| Q3 2025 | 207 | $203,749,554 | +$27,851,294 | -$18,207,535 | +$9,643,759 | MSFT, AAPL, BRKB, NVDA, JPM | 13F-HR | 13 Nov 2025, 17:03 |
| Q2 2025 | 186 | $182,137,995 | +$16,407,159 | -$12,601,589 | +$3,805,570 | MSFT, AAPL, JPM, BRKB, NVDA | 13F-HR | 11 Aug 2025, 12:10 |
| Q1 2025 | 181 | $166,523,610 | +$9,364,311 | -$9,302,325 | +$61,986 | AAPL, MSFT, BRKB, JPM, SPY | 13F-HR | 05 May 2025, 12:28 |
| Q4 2024 | 175 | $169,811,930 | +$12,365,054 | -$12,670,015 | -$304,961 | AAPL, MSFT, BRKB, JPM, NVDA | 13F-HR | 13 Feb 2025, 17:21 |
| Q3 2024 | 177 | $170,920,247 | +$12,894,315 | -$10,889,954 | +$2,004,361 | MSFT, AAPL, BRKB, JPM, NVDA | 13F-HR | 14 Nov 2024, 09:42 |
| Q2 2024 | 172 | $160,757,819 | +$13,588,653 | -$40,432,430 | -$26,843,777 | MSFT, AAPL, NVDA, JPM, BRKB | 13F-HR | 14 Aug 2024, 13:57 |
| Q1 2024 | 189 | $187,431,851 | +$42,625,898 | -$27,338,662 | +$15,287,236 | MSFT, AAPL, IWD, VIG, IVV | 13F-HR | 10 May 2024, 15:55 |
| Q4 2023 | 495 | $162,530,433 | +$15,790,311 | -$11,484,387 | +$4,305,924 | MSFT, AAPL, IVV, JPM, BRKB | 13F-HR | 09 Feb 2024, 11:54 |
| Q3 2023 | 479 | $146,343,197 | +$9,894,719 | -$9,869,234 | +$25,485 | AAPL, MSFT, IVV, JPM, BRKB | 13F-HR | 13 Nov 2023, 12:08 |
| Q2 2023 | 497 | $150,873,495 | +$8,047,454 | -$13,341,688 | -$5,294,234 | AAPL, MSFT, IVV, IWD, JPM | 13F-HR | 14 Aug 2023, 15:05 |
| Q1 2023 | 483 | $148,668,884 | +$6,629,913 | -$50,891,354 | -$44,261,441 | MSFT, AAPL, IVV, SPY, QQQ | 13F-HR | 15 May 2023, 12:56 |
| Q4 2022 | 623 | $187,017,489 | +$45,633,936 | -$14,630,173 | +$31,003,763 | MSFT, AAPL, SPY, QQQ, IVV | 13F-HR | 14 Feb 2023, 17:39 |
| Q3 2022 | 194 | $144,752,000 | +$17,452,653 | -$13,515,565 | +$3,937,088 | AAPL, MSFT, QQQ, SPY, HD | 13F-HR | 14 Nov 2022, 12:23 |
| Q2 2022 | 185 | $149,743,000 | +$32,703,060 | -$16,794,273 | +$15,908,787 | AAPL, MSFT, QQQ, SPY, IVV | 13F-HR | 15 Aug 2022, 12:13 |
| Q1 2022 | 187 | $157,171,000 | +$45,767,411 | -$6,024,963 | +$39,742,448 | QQQ, AAPL, MSFT, SPY, IWM | 13F-HR | 16 May 2022, 09:24 |
| Q4 2021 | 125 | $121,359,000 | $0 | $0 | $0 | QQQ, AAPL, MSFT, IWM, SCHO | 13F-HR | 16 May 2022, 10:19 |