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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
SNPS icon
126
Synopsys
SNPS
$79.7B
$357K 0.21%
832
+22
+3% +$10.7K
SPG icon
127
Simon Property Group
SPG
$72.3B
$351K 0.21%
2,114
-263
-11% -$46K
GLD icon
128
SPDR Gold Trust
GLD
$141B
$347K 0.21%
1,204
-395
-25% -$104K
ALL icon
129
Allstate
ALL
$67.5B
$343K 0.21%
+1,658
New +$323K
AMT icon
130
American Tower
AMT
$80.4B
$343K 0.21%
1,577
+23
+1% +$4.51K
SCHV
131
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$342K 0.21%
12,880
-3,511
-21% -$94.2K
PM icon
132
Philip Morris
PM
$295B
$334K 0.2%
2,107
-5
-0.2% -$708
CRM icon
133
Salesforce
CRM
$158B
$332K 0.2%
1,238
-52
-4% -$16.2K
SCHO icon
134
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$330K 0.2%
13,577
-4,665
-26% -$113K
ADBE icon
135
Adobe
ADBE
$105B
$317K 0.19%
827
-33
-4% -$14.2K
ASML icon
136
ASML
ASML
$669B
$310K 0.19%
468
– –
XLF icon
137
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$307K 0.18%
6,156
-661
-10% -$33.2K
IJH icon
138
iShares Core S&P Mid-Cap ETF
IJH
$127B
$301K 0.18%
5,153
+111
+2% +$6.89K
XTEN icon
139
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$297K 0.18%
+6,384
New +$291K
CSCO icon
140
Cisco
CSCO
$479B
$296K 0.18%
4,793
+20
+0.4% +$1.23K
VRTX icon
141
Vertex Pharmaceuticals
VRTX
$126B
$291K 0.18%
601
+15
+3% +$6.99K
COF icon
142
Capital One
COF
$134B
$287K 0.17%
1,599
+39
+3% +$7.37K
XLU icon
143
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$284K 0.17%
7,194
-374
-5% -$14.6K
IWM icon
144
iShares Russell 2000 ETF
IWM
$83B
$282K 0.17%
+1,415
New +$307K
BMY icon
145
Bristol-Myers Squibb
BMY
$132B
$282K 0.17%
4,616
-698
-13% -$40.7K
IEFA icon
146
iShares Core MSCI EAFE ETF
IEFA
$196B
$279K 0.17%
3,688
-557
-13% -$41.7K
VOE icon
147
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$274K 0.16%
1,706
+7
+0.4% +$1.14K
ARLP icon
148
Alliance Resource Partners
ARLP
$3.17B
$273K 0.16%
10,000
– –
ABT icon
149
Abbott
ABT
$187B
$266K 0.16%
2,008
-29
-1% -$3.69K
PYLD icon
150
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$262K 0.16%
9,951
-1,837
-16% -$48.1K
4 5
6
7 8

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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.