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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
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$639K 0.38%
+2,660
New +$655K
VRIG icon
77
Invesco Variable Rate Investment Grade ETF
VRIG
$1.83B
$635K 0.37%
25,283
+4,091
+19% +$103K
VOT icon
78
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$623K 0.37%
2,456
+15
+0.6% +$3.86K
RSG icon
79
Republic Services
RSG
$65.7B
$619K 0.36%
3,079
-76
-2% -$15.7K
TXN icon
80
Texas Instruments
TXN
$261B
$613K 0.36%
3,271
+337
+11% +$67.4K
JPST icon
81
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$613K 0.36%
12,162
+1,696
+16% +$85.7K
TSLA icon
82
Tesla
TSLA
$1.3T
$601K 0.35%
1,489
-448
-23% -$144K
TT icon
83
Trane Technologies
TT
$106B
$597K 0.35%
1,617
+3
+0.2% +$1.19K
DIS icon
84
Walt Disney
DIS
$181B
$592K 0.35%
5,321
+122
+2% +$12.8K
UNP icon
85
Union Pacific
UNP
$174B
$586K 0.34%
2,569
-102
-4% -$24.1K
ICE icon
86
Intercontinental Exchange
ICE
$84.4B
$585K 0.34%
3,928
-179
-4% -$28.4K
ABBV icon
87
AbbVie
ABBV
$435B
$578K 0.34%
3,251
+42
+1% +$7.72K
ITOT icon
88
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$578K 0.34%
4,490
– –
TMUS icon
89
T-Mobile US
TMUS
$190B
$570K 0.34%
2,584
-4
-0.2% -$910
KKR icon
90
KKR & Co
KKR
$92.3B
$558K 0.33%
3,773
+9
+0.2% +$1.32K
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$74.5B
$551K 0.32%
23,790
– –
MTB icon
92
M&T Bank
MTB
$36.2B
$539K 0.32%
2,867
+211
+8% +$41.9K
LLY icon
93
Eli Lilly
LLY
$1.06T
$539K 0.32%
698
+96
+16% +$79.5K
DE icon
94
Deere & Co
DE
$168B
$535K 0.31%
1,262
+6
+0.5% +$2.53K
AGG icon
95
iShares Core US Aggregate Bond ETF
AGG
$138B
$525K 0.31%
5,416
-5,486
-50% -$540K
WTRG icon
96
Essential Utilities
WTRG
$11.4B
$523K 0.31%
14,413
– –
QQQM icon
97
Invesco NASDAQ 100 ETF
QQQM
$102B
$514K 0.3%
2,443
-47
-2% -$9.79K
XLE icon
98
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$509K 0.3%
11,890
-956
-7% -$43.4K
CIBR icon
99
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$504K 0.3%
7,946
-86
-1% -$5.4K
BINC icon
100
BlackRock Flexible Income ETF
BINC
$16.1B
$502K 0.3%
9,648
+3,266
+51% +$172K
2 3
4
5 6

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EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
BCH
Berkshire Capital Holdings San Jose, California $277M AUM 190.28% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
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
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

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.