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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
-0.77%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$167M
AUM Growth
-$3.42M
Cap. Flow
+$82.3K
Cap. Flow %
0.05%
Top 10 Hldgs %
30.18%
Holding
194
New
15
Increased
72
Reduced
80
Closed
13

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$673K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$558K
3
MS icon
Morgan Stanley
MS
+$548K
4
GLW icon
Corning
GLW
+$539K
5
HOOD icon
Robinhood
HOOD
+$516K

Top Sells

Rank Stock Value
1
MDLZ icon
Mondelez International
MDLZ
+$1.09M
2
FCX icon
Freeport-McMoran
FCX
+$944K
3
ICE icon
Intercontinental Exchange
ICE
+$585K
4
ORCL icon
Oracle
ORCL
+$568K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$461K

Sector Composition

Rank Sector Weight
1 Technology 14.84%
2 Financials 12.81%
3 Energy 7.63%
4 Healthcare 6.34%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
51
Mastercard
MA
$493B
$887K 0.53%
1,618
+3
+0.2% +$1.63K
COWZ icon
52
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$880K 0.53%
16,068
-194
-1% -$11K
AVGO icon
53
Broadcom
AVGO
$2.04T
$866K 0.52%
5,170
+185
+4% +$39.2K
VTI icon
54
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$840K 0.5%
3,058
+31
+1% +$9.01K
PG icon
55
Procter & Gamble
PG
$339B
$833K 0.5%
4,889
+9
+0.2% +$1.51K
MO icon
56
Altria Group
MO
$114B
$833K 0.5%
13,872
-120
-0.9% -$6.55K
EFV icon
57
iShares MSCI EAFE Value ETF
EFV
$29.4B
$830K 0.5%
14,084
-4,092
-23% -$231K
MCO icon
58
Moody's
MCO
$82.7B
$822K 0.49%
1,765
-17
-1% -$8.19K
MRK icon
59
Merck
MRK
$318B
$815K 0.49%
9,076
-711
-7% -$66.4K
MSI icon
60
Motorola Solutions
MSI
$77.4B
$814K 0.49%
1,860
-430
-19% -$192K
SCHZ icon
61
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$776K 0.47%
33,500
+1,413
+4% +$32.4K
SCHG icon
62
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$747K 0.45%
29,850
+2,601
+10% +$71.2K
KMI icon
63
Kinder Morgan
KMI
$68.7B
$740K 0.44%
25,954
-28
-0.1% -$775
RSG icon
64
Republic Services
RSG
$65.7B
$736K 0.44%
3,041
-38
-1% -$8.52K
PFE icon
65
Pfizer
PFE
$153B
$714K 0.43%
28,170
+3,031
+12% +$79.3K
UNH icon
66
UnitedHealth
UNH
$370B
$704K 0.42%
1,345
+41
+3% +$21K
MOAT icon
67
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$698K 0.42%
7,931
-584
-7% -$53.7K
CB icon
68
Chubb
CB
$135B
$695K 0.42%
2,301
-272
-11% -$75.6K
MKL icon
69
Markel Group
MKL
$23.2B
$686K 0.41%
367
-4
-1% -$7.36K
TMUS icon
70
T-Mobile US
TMUS
$190B
$683K 0.41%
2,560
-24
-0.9% -$5.92K
T icon
71
AT&T
T
$163B
$660K 0.4%
23,348
+13,686
+142% +$344K
TJX icon
72
TJX Companies
TJX
$178B
$660K 0.4%
5,420
-47
-0.9% -$5.71K
BAC.PRL icon
73
Bank of America Series L
BAC.PRL
$3.99B
$654K 0.39%
530
+1
+0.2% +$1.23K
EMXC icon
74
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$616K 0.37%
11,190
-751
-6% -$42.1K
JPST icon
75
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$613K 0.37%
12,114
-48
-0.4% -$2.42K
1 2
3
4 5

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BCH
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TLA
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EFP
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AA
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MC
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AWA
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KWM
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Resurgent Financial Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Resurgent Financial Advisors held 194 positions worth $167M, down 2% from $170M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Resurgent Financial Advisors's Q1 2025 filing shows 15 new, 72 increased, 80 reduced and 13 closed positions. Its largest new stake was Corning: 10,925 shares worth $500K. The largest sale was Mondelez International, an estimated $1.09M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q1 2025 buy was Corning: 10,925 shares worth $500K.
  • Resurgent Financial Advisors added most to Netflix in Q1 2025, an estimated $673K increase.
  • Resurgent Financial Advisors's biggest Q1 2025 reduction was Oracle, cutting an estimated $568K.
  • Resurgent Financial Advisors fully exited Mondelez International in Q1 2025, selling an estimated $1.09M.
  • Resurgent Financial Advisors's ten largest holdings make up 30% of its $167M portfolio in Q1 2025.
  • Resurgent Financial Advisors opened 15 new positions and closed 13 in Q1 2025.
  • Resurgent Financial Advisors's portfolio value fell 2% quarter-over-quarter to $167M.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.