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CIK: 0001912339
Total reported value
$359.5M
$359.5M
175 檔
9.3%
During the Q4 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 175 reported positions.
During Q4 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 | AAPL | Apple Inc | Stock-Tech | 5.68% | +0.41% | -2.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | -0.24% | -2.75% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.07% | +0.01% | +19.87% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.20% | -3.00% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.36% | -3.88% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.39% | -0.14% | +2.15% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.35% | -0.23% | -1.28% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.83% | +8.75% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.09% | -4.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | +0.77% | +1.20% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.04% | -2.95% | |
| 12 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.78% | -0.41% | — | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | +0.38% | -1.73% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.32% | +0.06% | -2.67% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.30% | -5.90% | |
| 16 | COP | Conocophillips | Stock-Energy | 1.26% | -0.43% | +1.73% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | +0.12% | -2.67% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.16% | -0.86% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.45% | -20.97% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.06% | -0.17% | -1.00% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.21% | +34.46% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.02% | -0.12% | -3.77% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.00% | -0.03% | -0.20% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.94% | -0.09% | +21.36% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.92% | -0.26% | EXIT | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | -0.03% | -8.95% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.88% | -0.11% | +2.31% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.30% | -2.46% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.85% | -0.02% | -4.27% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | -0.04% | -8.84% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.25% | -3.29% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | -0.19% | -11.67% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.09% | +2.54% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.72% | -0.10% | -3.72% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.39% | -2.08% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.07% | -0.52% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.65% | -0.06% | +21.72% | |
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.64% | — | -12.98% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.63% | -0.04% | +16.23% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.16% | EXIT | |
| 41 | MSI | Motorola Solutions Inc | Stock-Tech | 0.62% | -0.06% | +1.69% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.62% | -0.11% | +10.83% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | -0.08% | +4.53% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | +0.02% | -11.74% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.57% | — | -2.38% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.56% | -0.27% | EXIT | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.56% | -0.12% | +26.82% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | +0.01% | -4.25% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.56% | -0.02% | +41.95% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.56% | -0.08% | +13.11% |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 175 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 9.3% of total reported equity market value during Q4 2024.
During Q4 2024, Resurgent Financial Advisors LLC's top holdings by market value included AAPL (5.7%)、MSFT (5.4%)、BRK-B (3.1%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 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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