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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+7.84%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$21.6M
Cap. Flow
+$9.03M
Cap. Flow %
4.43%
Top 10 Hldgs %
29.4%
Holding
225
New
39
Increased
65
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.48M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.72M
3
BAM icon
Brookfield Asset Management
BAM
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$834K
2
JPM icon
JPMorgan Chase
JPM
+$687K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

Rank Sector Weight
1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
76
Realty Income
O
$59.1B
$726K 0.36%
+11,936
New +$695K
VZ icon
77
Verizon
VZ
$196B
$716K 0.35%
16,286
+7,099
+77% +$307K
SPYI icon
78
NEOS S&P 500 High Income ETF
SPYI
$11.3B
$712K 0.35%
+13,607
New +$699K
ORCL icon
79
Oracle
ORCL
$423B
$699K 0.34%
2,485
-483
-16% -$123K
UTES icon
80
Virtus Reaves Utilities ETF
UTES
$1.31B
$694K 0.34%
+8,317
New +$662K
XLV icon
81
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$693K 0.34%
4,978
+2,385
+92% +$323K
CSCO icon
82
Cisco
CSCO
$479B
$692K 0.34%
10,114
+5,320
+111% +$363K
KMI icon
83
Kinder Morgan
KMI
$68.7B
$687K 0.34%
24,259
-8,505
-26% -$233K
BAC.PRL icon
84
Bank of America Series L
BAC.PRL
$3.99B
$682K 0.33%
533
+2
+0.4% +$2.48K
PDI icon
85
PIMCO Dynamic Income Fund
PDI
$7.42B
$681K 0.33%
+34,380
New +$667K
PFF icon
86
iShares Preferred and Income Securities ETF
PFF
$13.3B
$675K 0.33%
+21,362
New +$672K
VOT icon
87
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$661K 0.32%
2,250
-30
-1% -$8.65K
AMGN icon
88
Amgen
AMGN
$222B
$660K 0.32%
2,340
-672
-22% -$195K
T icon
89
AT&T
T
$163B
$656K 0.32%
23,238
-2,935
-11% -$83.3K
ITOT icon
90
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$654K 0.32%
4,489
– –
XTEN icon
91
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$652K 0.32%
13,986
+595
+4% +$27.4K
ABBV icon
92
AbbVie
ABBV
$435B
$643K 0.32%
2,778
-63
-2% -$12.8K
BINC icon
93
BlackRock Flexible Income ETF
BINC
$16.1B
$643K 0.32%
12,069
+3,090
+34% +$163K
JPIE icon
94
JPMorgan Income ETF
JPIE
$10.2B
$635K 0.31%
13,692
+7,141
+109% +$331K
SCHX icon
95
Schwab US Large- Cap ETF
SCHX
$74.5B
$627K 0.31%
23,790
– –
TMUS icon
96
T-Mobile US
TMUS
$190B
$621K 0.3%
2,593
-13
-0.5% -$3.15K
JPIB icon
97
JPMorgan International Bond Opportunities ETF
JPIB
$2.12B
$619K 0.3%
+12,626
New +$615K
SDIV icon
98
Global X SuperDividend ETF
SDIV
$1.21B
$617K 0.3%
+25,750
New +$607K
CB icon
99
Chubb
CB
$135B
$611K 0.3%
2,165
-184
-8% -$50.6K
RYLD icon
100
Global X Russell 2000 Covered Call ETF
RYLD
$1.4B
$611K 0.3%
+40,581
New +$608K
2 3
4
5 6

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BCH
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TLA
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EFP
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AA
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MC
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AWA
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KWM
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Resurgent Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Resurgent Financial Advisors held 225 positions worth $204M, up 12% from $182M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $9.03M of net new capital in Q3 2025, opening 39 new positions and adding to 65 existing holdings. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Intuitive Surgical, an estimated $834K trimmed.

  • Resurgent Financial Advisors's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.
  • Resurgent Financial Advisors added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $613K increase.
  • Resurgent Financial Advisors's biggest Q3 2025 reduction was Intuitive Surgical, cutting an estimated $834K.
  • Resurgent Financial Advisors fully exited iShares MSCI EAFE Growth ETF in Q3 2025, selling an estimated $597K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $204M portfolio in Q3 2025.
  • Resurgent Financial Advisors opened 39 new positions and closed 18 in Q3 2025.
  • Resurgent Financial Advisors's portfolio value rose 12% quarter-over-quarter to $204M.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.