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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
PM icon
151
Philip Morris
PM
$295B
$254K 0.15%
2,112
+5
+0.2% +$631
CMCSA icon
152
Comcast
CMCSA
$90B
$250K 0.15%
6,668
-184
-3% -$7.64K
MGK icon
153
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$250K 0.15%
3,640
-25
-0.7% -$1.68K
WMB icon
154
Williams Companies
WMB
$86.1B
$244K 0.14%
4,500
-1,187
-21% -$64K
PH icon
155
Parker-Hannifin
PH
$135B
$240K 0.14%
378
– –
BAC icon
156
Bank of America
BAC
$442B
$239K 0.14%
5,433
+67
+1% +$2.95K
VRTX icon
157
Vertex Pharmaceuticals
VRTX
$126B
$236K 0.14%
586
-294
-33% -$136K
PFXF icon
158
VanEck Preferred Securities ex Financials ETF
PFXF
$2.47B
$236K 0.14%
13,662
-3,117
-19% -$56.1K
CRWD icon
159
CrowdStrike
CRWD
$218B
$235K 0.14%
+2,752
New +$229K
XBI icon
160
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$234K 0.14%
2,595
-2,322
-47% -$225K
IWS icon
161
iShares Russell Mid-Cap Value ETF
IWS
$16B
$233K 0.14%
1,803
– –
EOG icon
162
EOG Resources
EOG
$70.7B
$232K 0.14%
1,889
-45
-2% -$5.75K
ABT icon
163
Abbott
ABT
$187B
$230K 0.14%
2,037
-60
-3% -$6.93K
TGT icon
164
Target
TGT
$68B
$229K 0.13%
1,694
-46
-3% -$6.59K
PBT
165
Permian Basin Royalty Trust
PBT
$1.49B
$222K 0.13%
20,000
– –
T icon
166
AT&T
T
$163B
$220K 0.13%
+9,662
New +$217K
PAUG icon
167
Innovator US Equity Power Buffer ETF August
PAUG
$867M
$217K 0.13%
+5,638
New +$216K
SPMO icon
168
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$216K 0.13%
+2,275
New +$216K
CEF icon
169
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$214K 0.13%
9,000
– –
PANW icon
170
Palo Alto Networks
PANW
$297B
$213K 0.13%
1,169
-15
-1% -$2.83K
NOC icon
171
Northrop Grumman
NOC
$81.2B
$212K 0.12%
451
+29
+7% +$14.6K
SNSR icon
172
Global X Internet of Things ETF
SNSR
$223M
$211K 0.12%
6,056
-503
-8% -$17.8K
IGSB icon
173
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$205K 0.12%
+3,966
New +$206K
PBR icon
174
Petrobras
PBR
$116B
$201K 0.12%
15,620
– –
TAIL icon
175
Cambria Tail Risk ETF
TAIL
$146M
$112K 0.07%
10,000
– –
4 5 6
7
8

Similar funds

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.