Resurgent Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$861K |
| 3 |
Merck
MRK
|
+$552K |
| 4 |
Cisco
CSCO
|
+$552K |
| 5 |
Freeport-McMoran
FCX
|
+$521K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.4M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$998K |
| 3 |
Apple
AAPL
|
+$994K |
| 4 |
Pfizer
PFE
|
+$860K |
| 5 |
CVS Health
CVS
|
+$593K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.99% |
| 2 | Financials | 10.66% |
| 3 | Healthcare | 9.81% |
| 4 | Energy | 8.8% |
| 5 | Consumer Staples | 5.9% |
Similar funds
Resurgent Financial Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, Resurgent Financial Advisors held 633 positions worth $190M, up 27% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Resurgent Financial Advisors deployed $27.6M of net new capital in Q4 2022, opening 430 new positions and adding to 78 existing holdings. Its largest new stake was Freeport-McMoran: 14,896 shares worth $566K.
By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $1.4M trimmed.
- Resurgent Financial Advisors's largest Q4 2022 buy was Freeport-McMoran: 14,896 shares worth $566K.
- Resurgent Financial Advisors added most to iShares Russell 1000 Value ETF in Q4 2022, an estimated $1M increase.
- Resurgent Financial Advisors's biggest Q4 2022 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $1.4M.
- Resurgent Financial Advisors fully exited Simon Property Group Acquisition Holdings, Inc. in Q4 2022, selling an estimated $163K.
- Resurgent Financial Advisors's ten largest holdings make up 22% of its $190M portfolio in Q4 2022.
- Resurgent Financial Advisors opened 430 new positions and closed 7 in Q4 2022.
- Resurgent Financial Advisors's portfolio value rose 27% quarter-over-quarter to $190M.
Based on Resurgent Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.