Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | FXI | ISHARES TR | — | 8,853.0 | $339K | 0.17% | NEW | — | $38.29 | -5.6% |
| 162 | AVEM | AMERICAN CENTY ETF TR | — | 4,296.0 | $331K | 0.17% | NEW | — | $77.02 | +18.8% |
| 163 | CEF | SPROTT ASSET MANAGEMENT LP | Financial Services | 7,200.0 | $330K | 0.17% | NEW | — | $45.80 | +5.2% |
| 164 | GLDM | WORLD GOLD TR | Financial Services | 3,822.0 | $326K | 0.16% | NEW | — | $85.37 | +5.6% |
| 165 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 4,232.0 | $321K | 0.16% | NEW | — | $75.91 | -31.4% |
| 166 | QTUM | ETF SER SOLUTIONS | — | 2,882.0 | $316K | 0.16% | NEW | — | $109.66 | +29.5% |
| 167 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,737.0 | $315K | 0.16% | NEW | — | $66.43 | +2.0% |
| 168 | LQD | ISHARES TR | — | 2,821.0 | $311K | 0.16% | NEW | — | $110.19 | -2.4% |
| 169 | IJH | ISHARES TR | — | 4,684.0 | $309K | 0.15% | NEW | — | $66.00 | +9.3% |
| 170 | NFLX | NETFLIX INC | Communication Services | 3,274.0 | $307K | 0.15% | NEW | — | $93.76 | -7.2% |
| 171 | SCHV | SCHWAB STRATEGIC TR | — | 9,847.0 | $292K | 0.15% | NEW | — | $29.61 | +10.2% |
| 172 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 10,669.0 | $291K | 0.15% | NEW | — | $27.26 | +17.9% |
| 173 | EMB | ISHARES TR | — | 2,906.0 | $280K | 0.14% | NEW | — | $96.28 | -1.7% |
| 174 | CVS | CVS HEALTH CORP | Healthcare | 3,442.0 | $273K | 0.14% | NEW | — | $79.36 | +20.8% |
| 175 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,536.0 | $273K | 0.14% | NEW | — | $177.75 | -24.6% |
| 176 | ALB | ALBEMARLE CORP | Basic Materials | 1,928.0 | $273K | 0.14% | NEW | — | $141.43 | +24.3% |
| 177 | SGOV | ISHARES TR | — | 2,685.0 | $270K | 0.14% | NEW | — | $100.38 | +0.2% |
| 178 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,587.0 | $269K | 0.14% | NEW | — | $169.53 | +5.7% |
| 179 | PANW | PALO ALTO NETWORKS INC | Technology | 1,416.0 | $261K | 0.13% | NEW | — | $184.20 | +31.8% |
| 180 | LQDA | LIQUIDIA CORPORATION | Healthcare | 7,500.0 | $259K | 0.13% | NEW | — | $34.49 | +65.1% |
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
27.9%
Financial Services
21.6%
Energy
10.1%
Healthcare
9.1%
Communication Services
8.0%
Consumer Cyclical
7.1%
Industrials
6.2%
Consumer Defensive
5.6%
Utilities
1.9%
Real Estate
1.3%