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CIK: 0001912339
Total reported value
$359.5M
$359.5M
190 檔
9.7%
During the Q1 2024 filing period, Resurgent Financial Advisors LLC (CIK: 0001912339) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.5M across 190 reported positions.
During Q1 2024, Resurgent Financial Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.28% | -0.24% | +2.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.41% | -0.13% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.26% | -0.23% | +99.47% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.21% | -0.14% | +112.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | +0.04% | +34.57% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | +0.01% | +16.31% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.20% | +0.10% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.83% | -0.12% | +100.02% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.36% | +3.20% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | +0.38% | -2.62% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.77% | +22.75% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.09% | +6.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | -0.83% | +17.02% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.39% | -0.30% | -3.18% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.36% | -0.11% | +125.45% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.29% | +0.06% | -14.33% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.27% | -0.43% | +3.38% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.24% | -0.03% | +163.59% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.21% | +8.34% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.45% | +18.85% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.09% | -0.03% | +167.65% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.16% | -2.02% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | -0.04% | +75.68% | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.07% | -0.10% | -2.70% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.97% | — | -2.16% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.97% | -0.08% | +102.20% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | +0.02% | -7.87% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.90% | +0.12% | +38.51% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.89% | -0.04% | +103.71% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.30% | +208.31% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.89% | +0.07% | NEW | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.25% | — | |
| 33 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.84% | -0.41% | +200.00% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.11% | +181.72% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.77% | -0.08% | +133.76% | |
| 36 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.73% | -0.05% | +100.70% | |
| 37 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.71% | -0.01% | — | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | -0.01% | +47.48% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.66% | -0.02% | +1.87% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | -0.09% | +154.55% | |
| 41 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.62% | +0.02% | +89.74% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | +0.01% | -1.93% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.03% | -15.43% | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 0.59% | — | +15.86% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.01% | -8.73% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.58% | -0.05% | +63.79% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.03% | +26.51% | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.57% | +0.22% | NEW | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.56% | -0.19% | +16.12% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.03% | +33.02% |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 190 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IWD) accounted for 9.7% of total reported equity market value during Q1 2024.
During Q1 2024, Resurgent Financial Advisors LLC's top holdings by market value included MSFT (5.3%)、AAPL (3.7%)、IWD (3.3%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q1 2024, Resurgent Financial Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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