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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
JPST icon
176
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$281K 0.14%
5,533
-9,557
-63% -$484K
SPMO icon
177
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$273K 0.13%
2,258
-87
-4% -$10.1K
AEM icon
178
Agnico Eagle Mines
AEM
$90.5B
$268K 0.13%
+1,587
New +$218K
PLTR icon
179
Palantir
PLTR
$413B
$267K 0.13%
+1,465
New +$237K
ABT icon
180
Abbott
ABT
$187B
$266K 0.13%
1,988
+38
+2% +$4.99K
COWZ icon
181
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$260K 0.13%
4,518
+741
+20% +$42.1K
MTUM icon
182
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$259K 0.13%
+1,011
New +$248K
ARLP icon
183
Alliance Resource Partners
ARLP
$3.17B
$253K 0.12%
10,000
– –
QQQ icon
184
Invesco QQQ Trust
QQQ
$484B
$249K 0.12%
415
+50
+14% +$28.6K
EMB icon
185
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$247K 0.12%
+2,597
New +$243K
MGC icon
186
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$244K 0.12%
1,001
-3
-0.3% -$702
WELD
187
Tema U.S. Manufacturing & Reshoring ETF
WELD
$298M
$243K 0.12%
5,642
– –
BAC icon
188
Bank of America
BAC
$442B
$241K 0.12%
4,673
-877
-16% -$42.8K
DIS icon
189
Walt Disney
DIS
$181B
$241K 0.12%
2,104
-51
-2% -$6.01K
PM icon
190
Philip Morris
PM
$295B
$238K 0.12%
1,469
-586
-29% -$98.6K
WMB icon
191
Williams Companies
WMB
$86.1B
$237K 0.12%
3,747
-390
-9% -$22.9K
IEFA icon
192
iShares Core MSCI EAFE ETF
IEFA
$196B
$235K 0.12%
2,686
-1,042
-28% -$88.5K
VOO icon
193
Vanguard S&P 500 ETF
VOO
$1.01T
$233K 0.11%
380
-24
-6% -$14.1K
PEP icon
194
PepsiCo
PEP
$190B
$227K 0.11%
1,616
-382
-19% -$54.5K
LSGR icon
195
Natixis Loomis Sayles Focused Growth ETF
LSGR
$897M
$225K 0.11%
+5,067
New +$218K
IWB icon
196
iShares Russell 1000 ETF
IWB
$50.1B
$224K 0.11%
612
– –
TMFC icon
197
Motley Fool 100 Index ETF
TMFC
$2.13B
$218K 0.11%
+3,094
New +$208K
AVB icon
198
AvalonBay Communities
AVB
$26.8B
$216K 0.11%
+1,120
New +$218K
CVS icon
199
CVS Health
CVS
$122B
$215K 0.11%
+2,846
New +$195K
EOG icon
200
EOG Resources
EOG
$70.7B
$212K 0.1%
1,893
-16
-0.8% -$1.91K
5 6 7
8
9

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EFM
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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.