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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
+6.74%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$10.2M
Cap. Flow
-$150K
Cap. Flow %
-0.09%
Top 10 Hldgs %
29.11%
Holding
195
New
18
Increased
67
Reduced
83
Closed
14

Top Buys

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$715K
2
MELI icon
Mercado Libre
MELI
+$651K
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$602K
4
XOM icon
ExxonMobil
XOM
+$555K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$502K

Top Sells

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$779K
2
CVX icon
Chevron
CVX
+$748K
3
DIS icon
Walt Disney
DIS
+$699K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 10.69%
3 Energy 6.9%
4 Healthcare 6.85%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
76
Union Pacific
UNP
$174B
$658K 0.38%
2,671
-231
-8% -$56K
MCO icon
77
Moody's
MCO
$82.7B
$654K 0.38%
1,378
-114
-8% -$52.8K
EMXC icon
78
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$635K 0.37%
10,393
+1,232
+13% +$74K
ABBV icon
79
AbbVie
ABBV
$435B
$634K 0.37%
3,209
+598
+23% +$112K
RSG icon
80
Republic Services
RSG
$65.7B
$634K 0.37%
3,155
+130
+4% +$26.2K
TJX icon
81
TJX Companies
TJX
$178B
$633K 0.37%
5,388
+123
+2% +$14.1K
TT icon
82
Trane Technologies
TT
$106B
$627K 0.37%
1,614
+39
+2% +$13.5K
TXN icon
83
Texas Instruments
TXN
$261B
$606K 0.35%
2,934
-13
-0.4% -$2.61K
VOT icon
84
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$594K 0.35%
2,441
+165
+7% +$38.4K
ITOT icon
85
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$564K 0.33%
4,490
– –
XLE icon
86
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$564K 0.33%
12,846
+650
+5% +$29.1K
WTRG icon
87
Essential Utilities
WTRG
$11.4B
$556K 0.33%
14,413
– –
HIW icon
88
Highwoods Properties
HIW
$3.47B
$545K 0.32%
16,261
-2,850
-15% -$87.2K
SCHX icon
89
Schwab US Large- Cap ETF
SCHX
$74.5B
$538K 0.31%
23,790
-198
-0.8% -$4.31K
TMUS icon
90
T-Mobile US
TMUS
$190B
$534K 0.31%
2,588
-2
-0.1% -$383
LLY icon
91
Eli Lilly
LLY
$1.06T
$533K 0.31%
602
+8
+1% +$7.19K
VRIG icon
92
Invesco Variable Rate Investment Grade ETF
VRIG
$1.83B
$532K 0.31%
21,192
+534
+3% +$13.4K
JPST icon
93
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$531K 0.31%
10,466
-700
-6% -$35.4K
DE icon
94
Deere & Co
DE
$168B
$524K 0.31%
1,256
-201
-14% -$75.8K
DUK icon
95
Duke Energy
DUK
$97.3B
$514K 0.3%
4,460
-2,831
-39% -$315K
VZ icon
96
Verizon
VZ
$196B
$508K 0.3%
11,308
-697
-6% -$29.1K
TSLA icon
97
Tesla
TSLA
$1.3T
$507K 0.3%
1,937
-1,264
-39% -$288K
BOTZ icon
98
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
$504K 0.29%
15,688
-1,956
-11% -$59.9K
USFR icon
99
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$500K 0.29%
+9,965
New +$502K
QQQM icon
100
Invesco NASDAQ 100 ETF
QQQM
$102B
$500K 0.29%
2,490
-1,926
-44% -$375K
2 3
4
5 6

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TLA
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EFP
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AA
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AWA
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Resurgent Financial Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, Resurgent Financial Advisors held 195 positions worth $171M, up 6.3% from $161M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors's Q3 2024 filing shows 18 new, 67 increased, 83 reduced and 14 closed positions. Its largest new stake was Intuitive Surgical: 1,536 shares worth $755K. The largest sale was CrowdStrike, an estimated $779K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 19% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q3 2024 buy was Intuitive Surgical: 1,536 shares worth $755K.
  • Resurgent Financial Advisors added most to iShares Russell 1000 Value ETF in Q3 2024, an estimated $602K increase.
  • Resurgent Financial Advisors's biggest Q3 2024 reduction was Chevron, cutting an estimated $748K.
  • Resurgent Financial Advisors fully exited CrowdStrike in Q3 2024, selling an estimated $779K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $171M portfolio in Q3 2024.
  • Resurgent Financial Advisors opened 18 new positions and closed 14 in Q3 2024.
  • Resurgent Financial Advisors's portfolio value rose 6.3% quarter-over-quarter to $171M.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.