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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+1.93%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$170M
AUM Growth
-$1.11M
Cap. Flow
-$2.19M
Cap. Flow %
-1.29%
Top 10 Hldgs %
30.62%
Holding
191
New
10
Increased
67
Reduced
86
Closed
12

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$882K
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$655K
3
ORCL icon
Oracle
ORCL
+$511K
4
CL icon
Colgate-Palmolive
CL
+$476K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$452K

Top Sells

Rank Stock Value
1
SYBT icon
Stock Yards Bancorp
SYBT
+$1.51M
2
CCI icon
Crown Castle
CCI
+$1.08M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$596K

Sector Composition

Rank Sector Weight
1 Technology 17.3%
2 Financials 11.17%
3 Energy 6.81%
4 Healthcare 5.91%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
51
Freeport-McMoran
FCX
$97.5B
$944K 0.56%
24,785
+207
+0.8% +$9.26K
CME icon
52
CME Group
CME
$94.8B
$925K 0.54%
3,981
+199
+5% +$45.8K
COWZ icon
53
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$918K 0.54%
16,262
-518
-3% -$30.4K
ORCL icon
54
Oracle
ORCL
$423B
$886K 0.52%
5,318
+2,877
+118% +$511K
VTI icon
55
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$877K 0.52%
3,027
-25
-0.8% -$7.29K
MA icon
56
Mastercard
MA
$493B
$850K 0.5%
1,615
+64
+4% +$33.1K
MCO icon
57
Moody's
MCO
$82.7B
$844K 0.5%
1,782
+404
+29% +$193K
PG icon
58
Procter & Gamble
PG
$339B
$818K 0.48%
4,880
+219
+5% +$37.3K
META icon
59
Meta Platforms (Facebook)
META
$1.51T
$813K 0.48%
1,389
+170
+14% +$99.8K
SGOL icon
60
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$791K 0.47%
31,580
-570
-2% -$14.5K
MOAT icon
61
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$790K 0.46%
8,515
-874
-9% -$84.2K
SCHG icon
62
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$759K 0.45%
27,249
-1,103
-4% -$30.2K
IVE icon
63
iShares S&P 500 Value ETF
IVE
$49.8B
$743K 0.44%
3,895
-913
-19% -$181K
MO icon
64
Altria Group
MO
$114B
$732K 0.43%
13,992
+14
+0.1% +$746
SCHZ icon
65
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$728K 0.43%
32,087
+14,149
+79% +$327K
KMI icon
66
Kinder Morgan
KMI
$68.7B
$712K 0.42%
25,982
+8,460
+48% +$221K
CB icon
67
Chubb
CB
$135B
$711K 0.42%
2,573
-45
-2% -$12.8K
PFE icon
68
Pfizer
PFE
$153B
$667K 0.39%
25,139
-692
-3% -$18.8K
LMT icon
69
Lockheed Martin
LMT
$136B
$663K 0.39%
1,365
+66
+5% +$36K
USFR icon
70
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$662K 0.39%
13,159
+3,194
+32% +$161K
EMXC icon
71
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$662K 0.39%
11,941
+1,548
+15% +$90.9K
TJX icon
72
TJX Companies
TJX
$178B
$660K 0.39%
5,467
+79
+1% +$9.43K
UNH icon
73
UnitedHealth
UNH
$370B
$660K 0.39%
1,304
-67
-5% -$38.1K
BAC.PRL icon
74
Bank of America Series L
BAC.PRL
$3.99B
$644K 0.38%
529
+2
+0.4% +$2.49K
MKL icon
75
Markel Group
MKL
$23.2B
$640K 0.38%
371
+92
+33% +$153K
1 2
3
4 5

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EFM
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BCH
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TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
EFP
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AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
KWM
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Resurgent Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Resurgent Financial Advisors held 191 positions worth $170M, down 0.65% from $171M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Resurgent Financial Advisors's Q4 2024 filing shows 10 new, 67 increased, 86 reduced and 12 closed positions. Its largest new stake was Vanguard Morningstar Small-Cap ETF: 2,660 shares worth $639K. The largest sale was Stock Yards Bancorp, an estimated $1.51M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2024 buy was Vanguard Morningstar Small-Cap ETF: 2,660 shares worth $639K.
  • Resurgent Financial Advisors added most to Berkshire Hathaway Class B in Q4 2024, an estimated $882K increase.
  • Resurgent Financial Advisors's biggest Q4 2024 reduction was Stock Yards Bancorp, cutting an estimated $1.51M.
  • Resurgent Financial Advisors fully exited Crown Castle in Q4 2024, selling an estimated $1.08M.
  • Resurgent Financial Advisors's ten largest holdings make up 31% of its $170M portfolio in Q4 2024.
  • Resurgent Financial Advisors opened 10 new positions and closed 12 in Q4 2024.
  • Resurgent Financial Advisors's portfolio value fell 0.65% quarter-over-quarter to $170M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.