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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
DUK icon
126
Duke Energy
DUK
$97.3B
$380K 0.22%
3,526
-934
-21% -$106K
LQD icon
127
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$365K 0.21%
3,415
-1
-0% -$109
MCD icon
128
McDonald's
MCD
$195B
$364K 0.21%
1,257
+4
+0.3% +$1.19K
LIN icon
129
Linde
LIN
$226B
$363K 0.21%
867
-5
-0.6% -$2.28K
IEMG icon
130
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$345K 0.2%
6,607
-770
-10% -$42.6K
TLT icon
131
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$344K 0.2%
3,939
-359
-8% -$33K
SCHD icon
132
Schwab US Dividend Equity ETF
SCHD
$105B
$341K 0.2%
12,478
-1,763
-12% -$50.1K
XLF icon
133
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$329K 0.19%
6,817
+1,789
+36% +$86.5K
ASML icon
134
ASML
ASML
$669B
$324K 0.19%
468
-53
-10% -$38.1K
IJH icon
135
iShares Core S&P Mid-Cap ETF
IJH
$127B
$314K 0.18%
5,042
+55
+1% +$3.53K
VOO icon
136
Vanguard S&P 500 ETF
VOO
$1.01T
$310K 0.18%
576
– –
PYLD icon
137
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$306K 0.18%
+11,788
New +$308K
BMY icon
138
Bristol-Myers Squibb
BMY
$132B
$301K 0.18%
5,314
+931
+21% +$52K
IEFA icon
139
iShares Core MSCI EAFE ETF
IEFA
$196B
$298K 0.18%
4,245
-8,084
-66% -$596K
XLU icon
140
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$286K 0.17%
7,568
-1,678
-18% -$66.6K
AMT icon
141
American Tower
AMT
$80.4B
$285K 0.17%
1,554
-16
-1% -$3.31K
CSCO icon
142
Cisco
CSCO
$479B
$283K 0.17%
4,773
-363
-7% -$20.7K
COF icon
143
Capital One
COF
$134B
$278K 0.16%
1,560
+4
+0.3% +$692
QQQ icon
144
Invesco QQQ Trust
QQQ
$484B
$278K 0.16%
543
+1
+0.2% +$506
VOE icon
145
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$275K 0.16%
1,699
+33
+2% +$5.57K
NFLX icon
146
Netflix
NFLX
$309B
$269K 0.16%
3,020
– –
TMO icon
147
Thermo Fisher Scientific
TMO
$220B
$267K 0.16%
513
-3
-0.6% -$1.65K
GOOG icon
148
Alphabet (Google) Class C
GOOG
$4.32T
$266K 0.16%
1,398
-118
-8% -$20.8K
QTUM icon
149
Defiance Quantum ETF
QTUM
$5.66B
$265K 0.16%
3,264
-325
-9% -$22.4K
ARLP icon
150
Alliance Resource Partners
ARLP
$3.17B
$263K 0.15%
10,000
– –
4 5
6
7 8

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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
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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.