Portfolio (Quarterly)
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Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 4,961.0 | $711K | 0.36% | NEW | — | $143.31 | +2.2% |
| 82 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 15,000.0 | $694K | 0.35% | NEW | — | $46.29 | -1.4% |
| 83 | BAC | BANK AMERICA CORP | Financial Services | 12,309.0 | $677K | 0.34% | NEW | — | $55.00 | +14.0% |
| 84 | ITOT | ISHARES TR | — | 4,489.0 | $667K | 0.34% | NEW | — | $148.69 | +13.4% |
| 85 | CB | CHUBB LIMITED | Financial Services | 2,128.0 | $664K | 0.33% | NEW | — | $312.12 | +9.4% |
| 86 | MGK | VANGUARD WORLD FD | — | 1,606.0 | $663K | 0.33% | NEW | — | $412.77 | -78.1% |
| 87 | — | BANK AMERICA CORP | — | 526.0 | $659K | 0.33% | NEW | — | $1253.10 | — |
| 88 | MCO | MOODYS CORP | Financial Services | 1,285.0 | $656K | 0.33% | NEW | — | $510.85 | -3.4% |
| 89 | KMI | KINDER MORGAN INC DEL | Energy | 23,850.0 | $656K | 0.33% | NEW | — | $27.49 | +14.2% |
| 90 | BINC | BLACKROCK ETF TRUST II | — | 12,298.0 | $649K | 0.33% | NEW | — | $52.77 | -2.1% |
| 91 | SCHX | SCHWAB STRATEGIC TR | — | 23,790.0 | $640K | 0.32% | NEW | — | $26.91 | +12.8% |
| 92 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,657.0 | $635K | 0.32% | NEW | — | $383.32 | +22.1% |
| 93 | VOT | VANGUARD INDEX FDS | — | 2,270.0 | $634K | 0.32% | NEW | — | $279.14 | +7.5% |
| 94 | ABBV | ABBVIE INC | Healthcare | 2,754.0 | $629K | 0.32% | NEW | — | $228.49 | +12.2% |
| 95 | MOAT | VANECK ETF TRUST | — | 6,030.0 | $625K | 0.31% | NEW | — | $103.57 | +7.9% |
| 96 | BAI | BLACKROCK ETF TRUST | — | 18,717.0 | $623K | 0.31% | NEW | — | $33.30 | +33.9% |
| 97 | AIQ | GLOBAL X FDS | — | 12,191.0 | $620K | 0.31% | NEW | — | $50.86 | +26.5% |
| 98 | XTEN | BONDBLOXX ETF TRUST | — | 13,355.0 | $617K | 0.31% | NEW | — | $46.22 | -4.5% |
| 99 | IHI | ISHARES TR | — | 9,323.0 | $579K | 0.29% | NEW | — | $62.15 | -13.7% |
| 100 | THRO | BLACKROCK ETF TRUST | — | 15,019.0 | $579K | 0.29% | NEW | — | $38.56 | +14.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.1%
Financial Services
21.4%
Energy
10.2%
Healthcare
9.2%
Communication Services
7.7%
Consumer Cyclical
7.1%
Industrials
6.3%
Consumer Defensive
5.7%
Utilities
1.9%
Real Estate
1.3%