Resurgent Financial Advisors LLC
RIA/Wealth
Resurgent Financial Advisors LLC is a RIA/Wealth based in Atlanta, GA led by Kip Reed Caffey, reporting $326.4M in AUM as of Q3 2025 with 38% ETF concentration.
CEOKip Reed Caffey
- Portfolio Value
- $201.4M
- Positions
- 203
- Top Holding
- MSFT at 5.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Resurgent Financial Advisors LLC's portfolio (29.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $11.6M | 5.74% | -$106.2K Sold | 0.00% 22.3K shares | |
Consumer Electronics Technology | $9.5M | 4.73% | -$332.5K Sold | 0.00% 37.4K shares | |
Insurance - Diversified Financial Services | $6.1M | 3.04% | +$180.0K Bought | 0.00% 12.2K shares | |
Semiconductors Technology | $5.9M | 2.94% | -$123.3K Sold | 0.00% 31.7K shares | |
Banks - Diversified Financial Services | $5.6M | 2.77% | -$729.0K Sold | 0.00% 17.7K shares | |
ETF ETF | $4.8M | 2.36% | -$65.3K Sold | — 7.1K shares | |
Unknown Unknown | $4.6M | 2.30% | -$56.3K Sold | — 21.5K shares | |
Internet Content & Information Communication Services | $4.4M | 2.20% | -$75.6K Sold | 0.00% 18.2K shares | |
ETF ETF | $3.7M | 1.84% | -$292.8K Sold | — 18.2K shares | |
Specialty Retail Consumer Cyclical | $3.7M | 1.82% | +$77.7K Bought | 0.00% 16.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Resurgent Financial Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Resurgent Financial Advisors LLC
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