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RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$274M
1-Year Est. Return
21.5%
This Fund
S&P 500
1 Year Est. Return
+21.5%
AUM
$274M
AUM Growth
+$75M
(+38%)
Holding
269
Top Buys
| 1 | +$8.52M | |
| 2 | +$7.19M | |
| 3 | +$5.28M | |
| 4 |
Eli Lilly
LLY
|
+$3.83M |
| 5 |
Visa
V
|
+$3.65M |
Top Sells
| 1 | +$864K | |
| 2 | +$838K | |
| 3 | +$656K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$576K |
| 5 |
KKR & Co
KKR
|
+$498K |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Financials | 9.98% |
| 3 | Healthcare | 8.77% |
| 4 | Communication Services | 6.77% |
| 5 | Energy | 6.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.24T
| $12.7M | 4.63% |
44,171
+27,114
|
|
||
2
NVIDIA
NVDA
$4.87T
| $12.2M | 4.44% |
69,829
+39,213
|
|
||
3
Microsoft
MSFT
$2.88T
| $12.2M | 4.44% |
32,877
+12,612
|
|
||
4
Apple
AAPL
$4.27T
| $11.2M | 4.07% |
43,983
+10,690
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.04T
| $7.25M | 2.64% |
15,127
+3,604
|
|
||
6
State Street SPDR S&P 500 ETF Trust
SPY
$759B
| $5.1M | 1.86% |
7,846
+2,575
|
|
||
7
Johnson & Johnson
JNJ
$580B
| $4.82M | 1.75% |
19,700
+7,461
|
|
||
8
Vanguard Dividend Appreciation ETF
VIG
$108B
| $4.8M | 1.75% |
22,336
+766
|
|
||
9
JPMorgan Chase
JPM
$833B
| $4.75M | 1.73% |
16,156
-613
|
|
||
|
10
Visa
V
$608B
| $4.53M | 1.65% |
15,002
+11,361
|
|
||
|
11
Eli Lilly
LLY
$1.04T
| $4.36M | 1.59% |
4,745
+3,780
|
|
||
12
Broadcom
AVGO
$1.79T
| $3.91M | 1.43% |
12,640
+7,608
|
|
||
13
Exxon Mobil
XOM
$625B
| $3.89M | 1.42% |
22,929
+1,979
|
|
||
14
Texas Pacific Land
TPL
$25.8B
| $3.82M | 1.39% |
8,040
-30
|
|
||
15
Amazon
AMZN
$2.54T
| $3.59M | 1.31% |
17,227
+926
|
|
||
16
Walmart Inc
WMT
$962B
| $3.48M | 1.27% |
28,017
+938
|
|
||
17
iShares Russell 1000 Value ETF
IWD
$75B
| $3.42M | 1.25% |
16,027
-1,085
|
|
||
18
McKesson
MCK
$95.8B
| $3.36M | 1.22% |
+3,884
|
|
||
19
Eaton
ETN
$149B
| $3.27M | 1.19% |
9,149
+3,751
|
|
||
20
Meta Platforms (Facebook)
META
$1.42T
| $3.2M | 1.17% |
5,587
+3,545
|
|
||
21
Mastercard
MA
$430B
| $3.13M | 1.14% |
6,267
+4,671
|
|
||
22
ConocoPhillips
COP
$146B
| $2.83M | 1.03% |
21,460
-1,186
|
|
||
23
Stryker
SYK
$117B
| $2.75M | 1% |
+8,369
|
|
||
24
Chevron
CVX
$378B
| $2.66M | 0.97% |
12,852
+1,137
|
|
||
25
Invesco CurrencyShares Euro Currency Trust
FXE
$399M
| $2.55M | 0.93% |
23,857
+393
|
|