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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
BINC icon
101
BlackRock Flexible Income ETF
BINC
$16.1B
$463K 0.28%
8,845
-803
-8% -$42.1K
BOTZ icon
102
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
$461K 0.28%
16,191
+591
+4% +$19.1K
HIW icon
103
Highwoods Properties
HIW
$3.47B
$458K 0.28%
15,461
– –
CTAS icon
104
Cintas
CTAS
$81.3B
$455K 0.27%
2,215
+60
+3% +$12K
TSLA icon
105
Tesla
TSLA
$1.3T
$453K 0.27%
1,749
+260
+17% +$86.6K
HOOD icon
106
Robinhood
HOOD
$83.9B
$452K 0.27%
+10,856
New +$516K
SCHM icon
107
Schwab US Mid-Cap ETF
SCHM
$15.1B
$443K 0.27%
16,897
+2,544
+18% +$70.8K
SPEM icon
108
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$434K 0.26%
11,030
-1,184
-10% -$46.4K
KKR icon
109
KKR & Co
KKR
$92.3B
$431K 0.26%
3,725
-48
-1% -$6.6K
APD icon
110
Air Products & Chemicals
APD
$67.6B
$424K 0.25%
1,439
-95
-6% -$29.3K
DUK icon
111
Duke Energy
DUK
$97.3B
$418K 0.25%
3,426
-100
-3% -$11.4K
TOLL icon
112
Tema Durable Quality ETF
TOLL
$59.3M
$416K 0.25%
12,957
+676
+6% +$22.1K
HELO icon
113
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$413K 0.25%
6,928
+332
+5% +$20.6K
PEP icon
114
PepsiCo
PEP
$190B
$412K 0.25%
2,750
+42
+2% +$6.25K
SYBT icon
115
Stock Yards Bancorp
SYBT
$2.6B
$411K 0.25%
5,947
– –
VZ icon
116
Verizon
VZ
$196B
$407K 0.24%
8,968
-863
-9% -$35.9K
IYW icon
117
iShares US Technology ETF
IYW
$25.2B
$406K 0.24%
2,889
+80
+3% +$12.5K
LIN icon
118
Linde
LIN
$226B
$404K 0.24%
867
– –
MCD icon
119
McDonald's
MCD
$195B
$390K 0.23%
1,249
-8
-0.6% -$2.39K
BLK icon
120
Blackrock
BLK
$176B
$389K 0.23%
+411
New +$403K
XBI icon
121
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$385K 0.23%
4,747
+2,152
+83% +$192K
SCHD icon
122
Schwab US Dividend Equity ETF
SCHD
$105B
$379K 0.23%
13,566
+1,088
+9% +$30.3K
VYM icon
123
Vanguard High Dividend Yield ETF
VYM
$82.8B
$378K 0.23%
2,932
-80
-3% -$10.5K
SMH icon
124
VanEck Semiconductor ETF
SMH
$73.2B
$370K 0.22%
1,752
-72
-4% -$17.3K
LQD icon
125
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$364K 0.22%
3,347
-68
-2% -$7.33K
3 4
5
6 7

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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.