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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
BOTZ icon
101
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
$498K 0.29%
15,600
-88
-0.6% -$2.87K
HIW icon
102
Highwoods Properties
HIW
$3.47B
$473K 0.28%
15,461
-800
-5% -$26.1K
SPEM icon
103
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$469K 0.28%
12,214
+228
+2% +$9.17K
AWK icon
104
American Water Works
AWK
$26.9B
$456K 0.27%
3,659
+295
+9% +$39.8K
CL icon
105
Colgate-Palmolive
CL
$74.4B
$454K 0.27%
+4,991
New +$476K
IYW icon
106
iShares US Technology ETF
IYW
$25.2B
$448K 0.26%
2,809
-3
-0.1% -$475
APD icon
107
Air Products & Chemicals
APD
$67.6B
$445K 0.26%
1,534
-79
-5% -$24.8K
SMH icon
108
VanEck Semiconductor ETF
SMH
$73.2B
$442K 0.26%
1,824
-49
-3% -$12.2K
SCHO icon
109
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$439K 0.26%
18,242
+3,668
+25% +$88.8K
SPDW icon
110
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$437K 0.26%
12,803
+26
+0.2% +$931
CRM icon
111
Salesforce
CRM
$158B
$431K 0.25%
1,290
-8
-0.6% -$2.55K
SCHV
112
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$427K 0.25%
16,391
-103
-0.6% -$2.78K
SYBT icon
113
Stock Yards Bancorp
SYBT
$2.6B
$426K 0.25%
5,947
-21,381
-78% -$1.51M
PEP icon
114
PepsiCo
PEP
$190B
$412K 0.24%
2,708
-2,813
-51% -$461K
SPG icon
115
Simon Property Group
SPG
$72.3B
$409K 0.24%
+2,377
New +$417K
HELO icon
116
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$409K 0.24%
6,596
-529
-7% -$32.9K
MDT icon
117
Medtronic
MDT
$112B
$408K 0.24%
5,113
-73
-1% -$6.32K
SCHM icon
118
Schwab US Mid-Cap ETF
SCHM
$15.1B
$398K 0.23%
14,353
-125
-0.9% -$3.56K
CTAS icon
119
Cintas
CTAS
$81.3B
$394K 0.23%
2,155
+3
+0.1% +$631
VZ icon
120
Verizon
VZ
$196B
$393K 0.23%
9,831
-1,477
-13% -$62.3K
SNPS icon
121
Synopsys
SNPS
$79.7B
$393K 0.23%
810
+1
+0.1% +$523
TOLL icon
122
Tema Durable Quality ETF
TOLL
$59.3M
$390K 0.23%
+12,281
New +$406K
GLD icon
123
SPDR Gold Trust
GLD
$141B
$387K 0.23%
1,599
+400
+33% +$98.3K
VYM icon
124
Vanguard High Dividend Yield ETF
VYM
$82.8B
$384K 0.23%
3,012
-175
-5% -$22.8K
ADBE icon
125
Adobe
ADBE
$105B
$382K 0.23%
860
+103
+14% +$51K
3 4
5
6 7

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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.