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CIK: 0001912339
Total reported value
$359.5M
$359.5M
177 檔
8.9%
The Q3 2024 SEC filing reveals that Resurgent Financial Advisors LLC held a total portfolio value of $359.5M, covering 177 public equity positions.
During Q3 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 | 5.64% | -0.24% | +1.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.40% | +0.41% | -0.01% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | +0.01% | +2.15% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.20% | +1.03% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.36% | -1.45% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.42% | -0.23% | +17.86% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.36% | -0.14% | +0.82% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | -0.83% | +4.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.04% | +1.04% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.77% | +0.38% | -2.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.09% | -0.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.77% | -0.84% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.45% | +28.61% | |
| 14 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.41% | -0.41% | — | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.35% | +0.06% | -3.26% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.34% | +0.12% | +26.44% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.31% | -0.43% | +3.93% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.16% | +10.07% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.30% | -2.52% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.06% | -0.12% | -0.55% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.01% | -0.19% | +16.65% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.00% | -0.03% | +3.76% | |
| 23 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.99% | -0.01% | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | -0.04% | +2.47% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.03% | -58.59% | |
| 26 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.90% | — | -2.00% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.30% | -32.54% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.87% | -0.10% | -5.54% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.86% | -0.11% | +2.25% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.83% | -0.02% | +0.70% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.26% | EXIT | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.07% | +1.29% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.75% | -0.09% | -6.78% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.25% | -1.31% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.21% | -19.76% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.02% | -10.49% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.72% | -0.17% | +10.02% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | +0.01% | +4.04% | |
| 39 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.72% | +0.22% | NEW | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.09% | -17.81% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.03% | -3.66% | |
| 42 | CCI | Crown Castle Inc | Stock-Real Estate | 0.63% | — | -0.63% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.59% | -0.06% | -5.77% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.25% | +8.13% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.03% | -7.85% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | -0.08% | +6.96% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.16% | +2.73% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.55% | -0.06% | +30.15% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.01% | -7.07% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.54% | -0.08% | +9.34% |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 177 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 8.9% of total reported equity market value during Q3 2024.
During Q3 2024, Resurgent Financial Advisors LLC's top holdings by market value included MSFT (5.6%)、AAPL (5.4%)、BRK-B (2.6%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q3 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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